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2021-08-07

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2021-08-11

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What stocks and sectors will benefit from the infrastructure bill?

2021-08-10

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2021-08-02

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Square, Afterpay, Alibaba, Parker-Hannifin, Zoom Video - 5 Things You Must Know

2021-07-24

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Tencent was ordered to remove the exclusive copyright of online music

2021-08-13

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BioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity

2021-08-02

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When Will Stocks Drop? Watch Profit Margins (and Get Nervous)

2021-07-25

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2021-08-11

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2021-07-25

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Will Netflix Be a Trillion-Dollar Stock by 2030?

2021-08-27

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2021-08-19

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2021-08-06

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2021-07-19

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2021-08-21

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Is Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028

2021-08-13

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2021-08-18

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Minutes of the Fed’s July Meeting Come Today. Look for Clues on the Taper Debate.

2021-07-29

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Amazon Reports Earnings Thursday. Expect a Blowout.

2021-07-27

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2021-07-22

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Nio Exec Jumps Ship To Join GM's New Electric Delivery Van Unit

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Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.</p>\n<p>Below is a look at a few recent notable insider sales. For more, check out <i> Benzinga's insider transactions </i> platform.</p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> </b></p>\n<p><b>The Trade:</b> <b> <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> Inc.</b> (NASDAQ: GOOG) Director Larry Page<i> disposed a total of 13889 shares </i> at an average price of $2,751.73. The insider received $38,218,718.69 as a result of the transaction.</p>\n<p><b>What’s Happening:</b> GE Appliances and Google signed a multi-year deal to build next-gen smart home appliances, Reuters reported.</p>\n<p><b>What Alphabet Does:</b> Alphabet is a holding company, with Google, the Internet media giant, as a wholly owned subsidiary. Google generates 99% of Alphabet revenue, of which more than 85% is from online ads.</p>\n<p><b><a href=\"https://laohu8.com/S/ADMA\">ADMA Biologics</a> </b></p>\n<p><b>The Trade:</b> <b> ADMA Biologics, Inc.</b> (NASDAQ: ADMA) 10% owner Perceptive Advisors Llc, Perceptive Life Sciences Master Fund Ltd, Joseph Edelman<i> sold a total of 1781824 shares </i> at an average price of $1.31. The insider received $2,333,780.88 from selling those shares.</p>\n<p><b>What’s Happening:</b> The FDA recently approved ADMA Biologics BioCenters plasma collection facility in Maryville, Tennessee.</p>\n<p><b>What ADMA Biologics Does:</b> <a href=\"https://laohu8.com/S/ADMA\">ADMA Biologics Inc</a> is an end-to-end commercial biopharmaceutical company dedicated to manufacturing, marketing and developing specialty plasma-derived biologics for the treatment of immunodeficient patients at risk for infection and others at risk for certain infectious diseases.</p>\n<p><b>Trimble </b></p>\n<p><b>The Trade:</b><b> <a href=\"https://laohu8.com/S/TRMB\">Trimble Navigation</a></b> (NASDAQ: TRMB) Director Steven Berglund<i> sold a total of 60000 shares </i> at an average price of $88.40. The insider received $5,304,118.61 as a result of the transaction.</p>\n<p><b>What’s Happening:</b> Trimble reported a new $750 million buyback program.</p>\n<p><b>What Trimble Does:</b> Trimble Inc provides location-based solutions that are used in global positioning system (GPS), laser, optical and inertial technologies.</p>\n<p><b>Eli Lilly </b></p>\n<p><b>The Trade:</b> <b> <a href=\"https://laohu8.com/S/LLY\">Eli Lilly and</a> Company.</b> (NYSE: LLY) 10% owner Lilly Endowment Inc<i> sold a total of 15430 shares </i> at an average price of $274.31. The insider received $4,232,603.30 from selling those shares.</p>\n<p><b>What’s Happening:</b> The FDA recently approved Eli Lilly - Boehringer Ingelheim's Jardiance (empagliflozin) 10 mg for heart failure.</p>\n<p><b>What Eli Lilly Does:</b> Eli Lilly is a drug firm with a focus on neuroscience, endocrinology, oncology, and immunology.</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>4 Stocks Insiders Are Selling</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\">\n4 Stocks Insiders Are Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/4-stocks-insiders-selling-120353734.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. ...</p>\n\n<a href=\"https://finance.yahoo.com/news/4-stocks-insiders-selling-120353734.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/5918b54af9d1fdfb3186789692d900cd","relate_stocks":{"TRMB":"天宝导航","GOOG":"谷歌","LLY":"礼来","GOOGL":"谷歌A","ADMA":"ADMA Biologics Inc"},"source_url":"https://finance.yahoo.com/news/4-stocks-insiders-selling-120353734.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2160271025","content_text":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.\nBelow is a look at a few recent notable insider sales. For more, check out  Benzinga's insider transactions  platform.\nAlphabet \nThe Trade:  Alphabet Inc. (NASDAQ: GOOG) Director Larry Page disposed a total of 13889 shares  at an average price of $2,751.73. The insider received $38,218,718.69 as a result of the transaction.\nWhat’s Happening: GE Appliances and Google signed a multi-year deal to build next-gen smart home appliances, Reuters reported.\nWhat Alphabet Does: Alphabet is a holding company, with Google, the Internet media giant, as a wholly owned subsidiary. Google generates 99% of Alphabet revenue, of which more than 85% is from online ads.\nADMA Biologics \nThe Trade:  ADMA Biologics, Inc. (NASDAQ: ADMA) 10% owner Perceptive Advisors Llc, Perceptive Life Sciences Master Fund Ltd, Joseph Edelman sold a total of 1781824 shares  at an average price of $1.31. The insider received $2,333,780.88 from selling those shares.\nWhat’s Happening: The FDA recently approved ADMA Biologics BioCenters plasma collection facility in Maryville, Tennessee.\nWhat ADMA Biologics Does: ADMA Biologics Inc is an end-to-end commercial biopharmaceutical company dedicated to manufacturing, marketing and developing specialty plasma-derived biologics for the treatment of immunodeficient patients at risk for infection and others at risk for certain infectious diseases.\nTrimble \nThe Trade: Trimble Navigation (NASDAQ: TRMB) Director Steven Berglund sold a total of 60000 shares  at an average price of $88.40. The insider received $5,304,118.61 as a result of the transaction.\nWhat’s Happening: Trimble reported a new $750 million buyback program.\nWhat Trimble Does: Trimble Inc provides location-based solutions that are used in global positioning system (GPS), laser, optical and inertial technologies.\nEli Lilly \nThe Trade:  Eli Lilly and Company. (NYSE: LLY) 10% owner Lilly Endowment Inc sold a total of 15430 shares  at an average price of $274.31. The insider received $4,232,603.30 from selling those shares.\nWhat’s Happening: The FDA recently approved Eli Lilly - Boehringer Ingelheim's Jardiance (empagliflozin) 10 mg for heart failure.\nWhat Eli Lilly Does: Eli Lilly is a drug firm with a focus on neuroscience, endocrinology, oncology, and immunology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836733445,"gmtCreate":1629521312387,"gmtModify":1631891399991,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836733445","repostId":"1189743420","repostType":4,"repost":{"id":"1189743420","kind":"news","pubTimestamp":1629472706,"share":"https://www.laohu8.com/m/news/1189743420?lang=&edition=full","pubTime":"2021-08-20 23:18","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1189743420","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN)","content":"<p>Think of <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> stock as a proxy on the torrid growth of cloud computing giants&nbsp;<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>&nbsp;(AMZN),&nbsp;<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>&nbsp;(MSFT) and&nbsp;<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></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, the&nbsp;cloud giants&nbsp;give their customers a green light to buy&nbsp;<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&nbsp;<b><a href=\"https://laohu8.com/S/TDC\">Teradata</a></b>&nbsp;(TDC),&nbsp;<b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b>&nbsp;(ORCL) and&nbsp;<b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b>&nbsp;(IBM).</p>\n<p>One Snowflake customer is pharma giant&nbsp;<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>&nbsp;(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into the&nbsp;distribution of the Covid-19 vaccine.</p>\n<p><b>Snowflake Stock: Competition Increasing From Google Cloud?</b></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 3.4% in July and 8.7% in June.</p>\n<p>Snowflake reports second-quarter earnings on Aug. 25. Analysts project a loss of 15 cents per share, with revenue jumping nearly 100% to $256.5 million.</p>\n<p>Snowflake stock tumbled Aug. 20 ahead of its earnings release. One report on the drop cited a Cleveland Research note to clients. The Cleveland Research report ostensibly points to increased competition from Google's cloud business.</p>\n<p>Snowflake stock hit an all-time high of 429 in early December. 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><b>Possible Threat From Amazon</b></p>\n<p>Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is <a href=\"https://laohu8.com/S/AONE.U\">one</a> 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 round&nbsp;valued Databricks at $28 billion.</p>\n<p>Databricks, which uses&nbsp;artificial intelligence, is expected to launch its own IPO.</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><b>SNOW Stock: <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> Veterans Lead Company</b></p>\n<p>Snowflake brought in&nbsp;Frank 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&nbsp;<b><a href=\"https://laohu8.com/S/AI\">C3.ai, Inc.</a></b>&nbsp;(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p>\n<p><b>Amazon Web Services A 'Frenemy'</b></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 insiders&nbsp;super-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><b>Snowflake Stock Fundamental Analysis</b></p>\n<p>Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as&nbsp;<b><a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a></b>&nbsp;(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. <a href=\"https://laohu8.com/S/FBNC\">First</a>-quarter&nbsp;sales jumped 110%to $228.9 million. 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,\" <a href=\"https://laohu8.com/S/MFG\">Mizuho</a> 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><b>SNOW Stock Operates In The Red</b></p>\n<p>In the first quarter, Snowflake reported a GAAP operating loss of $205.6 million and a GAAP per-share loss of 70 cents. Snowflake stock subsequently fell. It recorded an adjusted operating loss of $35.8 million.</p>\n<p>Snowflake doesn't break out adjusted earnings. Analysts estimate it lost 11 cents on an adjusted basis in the first quarter.</p>\n<p>Snowflake operates in the red amid sizable investments, analysts say. For fiscal 2022, for example, Snowflake has told analysts it plans to hire 1,200 net new employees, which would represent 48% growth in head count.</p>\n<p>Still, investments are paying off in revenue growth. Snowflake had 4,532 customers as of April 30, up 67% from the year-earlier period. That includes 187 of the Fortune 500. In the April quarter, Snowflake added a record 27 customers with more than $1 million per year in product revenue, giving it 104 such customers overall.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> analyst Kash Rangan is bullish on Snowflake's potential to dominate in cloud-based data analytics and management.</p>\n<p>\"We believe Snowflake will continue to replace incumbent warehousing solutions owing to their scalable and elastic cloud native data platform while also capitalizing on net new workloads and use cases as digital transformation drives greater digitization within the enterprise, and business intelligence and analytics remains a top priority for spending,\" he said in a note.</p>\n<p><b>SNOW Stock Technical Analysis</b></p>\n<p>Snowflake stock went public on Sept. 16 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 a&nbsp;cup-with-handle base&nbsp;over 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 <a href=\"https://laohu8.com/S/EBTC\">Enterprise</a> group stayed resilient. The Computer-Software <a href=\"https://laohu8.com/S/EFSC\">Enterprise</a> 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><b>Is Snowflake Stock A Buy Right Now?</b></p>\n<p>Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Rating&nbsp;of 44 out of a best possible 99, according to&nbsp;IBD 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 plus is that Snowflake stock owns an Accumulation/Distribution Rating of B, according to&nbsp;IBD Market&nbsp;Smith&nbsp;analysis. 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 to&nbsp;form a base&nbsp;with 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>\n<p>As of Aug. 20, Snowflake stock is not a buy despite an improved relative strength line.</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? Software Maker Sets Path To $10 Billion In Revenue By 2028</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? Software Maker Sets Path To $10 Billion In Revenue By 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.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 giants Amazon.com (AMZN), Microsoft (MSFT) and Alphabet's (GOOGL) Google.\nMany companies are turning to cloud computing ...</p>\n\n<a href=\"https://www.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://www.investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189743420","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN), Microsoft (MSFT) and Alphabet'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, the cloud giants give their customers a green light to buy Snowflake'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 from Teradata (TDC), Oracle (ORCL) and IBM (IBM).\nOne Snowflake customer is pharma giant Pfizer (PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into the distribution 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 3.4% in July and 8.7% in June.\nSnowflake reports second-quarter earnings on Aug. 25. Analysts project a loss of 15 cents per share, with revenue jumping nearly 100% to $256.5 million.\nSnowflake stock tumbled Aug. 20 ahead of its earnings release. One report on the drop cited a Cleveland Research note to clients. The Cleveland Research report ostensibly points to increased competition from Google's cloud business.\nSnowflake stock hit an all-time high of 429 in early December. 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 round valued Databricks at $28 billion.\nDatabricks, which uses artificial intelligence, is expected to launch its own IPO.\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 in Frank 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 with C3.ai, Inc. (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 insiders super-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 as Salesforce.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. First-quarter sales jumped 110%to $228.9 million. 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.\nSNOW Stock Operates In The Red\nIn the first quarter, Snowflake reported a GAAP operating loss of $205.6 million and a GAAP per-share loss of 70 cents. Snowflake stock subsequently fell. It recorded an adjusted operating loss of $35.8 million.\nSnowflake doesn't break out adjusted earnings. Analysts estimate it lost 11 cents on an adjusted basis in the first quarter.\nSnowflake operates in the red amid sizable investments, analysts say. For fiscal 2022, for example, Snowflake has told analysts it plans to hire 1,200 net new employees, which would represent 48% growth in head count.\nStill, investments are paying off in revenue growth. Snowflake had 4,532 customers as of April 30, up 67% from the year-earlier period. That includes 187 of the Fortune 500. In the April quarter, Snowflake added a record 27 customers with more than $1 million per year in product revenue, giving it 104 such customers overall.\nGoldman Sachs analyst Kash Rangan is bullish on Snowflake's potential to dominate in cloud-based data analytics and management.\n\"We believe Snowflake will continue to replace incumbent warehousing solutions owing to their scalable and elastic cloud native data platform while also capitalizing on net new workloads and use cases as digital transformation drives greater digitization within the enterprise, and business intelligence and analytics remains a top priority for spending,\" he said in a note.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16 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 a cup-with-handle base over 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 Rating of 44 out of a best possible 99, according to IBD 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 plus is that Snowflake stock owns an Accumulation/Distribution Rating of B, according to IBD Market Smith analysis. 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 to form a base with 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.\nAs of Aug. 20, Snowflake stock is not a buy despite an improved relative strength line.","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831740145,"gmtCreate":1629353119187,"gmtModify":1631891399995,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831740145","repostId":"1107122006","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831740941,"gmtCreate":1629353102183,"gmtModify":1631891400011,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like ple","listText":"Like ple","text":"Like ple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831740941","repostId":"1152703663","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831124211,"gmtCreate":1629296023833,"gmtModify":1631891400020,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831124211","repostId":"1137085991","repostType":4,"repost":{"id":"1137085991","kind":"news","pubTimestamp":1629294930,"share":"https://www.laohu8.com/m/news/1137085991?lang=&edition=full","pubTime":"2021-08-18 21:55","market":"us","language":"en","title":"SoftBank Unloads $14 Billion In Tech Stocks After NASDAQ Gamma Squeeze","url":"https://stock-news.laohu8.com/highlight/detail?id=1137085991","media":"zerohedge","summary":"SoftBank Group Corp. was the \"Nasdaq whale\" that bought billions of dollars in call options of US eq","content":"<p>SoftBank Group Corp. was the \"Nasdaq whale\" that bought billions of dollars in call options of US equity derivatives and unleashed a massive gamma squeeze over the last year that pushed tech stocks to nosebleed valuations. The reason behind the move is becoming more evident as the Japanese investment bank has<b>dumped $14 billion worth of US-listed stocks in the last quarter, nearly triple the amount in the quarter before last</b>. Cash generated from the sales is expected to fund new investments in technology startups.</p>\n<p>Bloomberg&nbsp;data estimates SoftBank sold $6 billion worth of Facebook Inc., Microsoft Corp., Alphabet Inc., Salesforce.com Inc., and Netflix Inc. in the second quarter. Another $4 billion came from sales of Uber Technologies Inc. and DoorDash Inc. In total, around $14 billion in stocks were sold to invest in startup investments for its Vision Fund.</p>\n<p><img src=\"https://static.tigerbbs.com/4d6501ed2a518767ff8a9e62b0980e61\" tg-width=\"845\" tg-height=\"582\" width=\"100%\" height=\"auto\"><i>\"The last three quarters have largely been defined by the potential for Vision Fund portfolio companies to go public, but a</i><i><b>new theme is emerging as SoftBank starts to take money off the table</b></i><i>,\" Kirk Boodry, an analyst at Redex Research in Tokyo, told clients in a note after SoftBank's earnings announcement on Aug. 10.</i><i><u><b>\"That theme probably picks up steam as the quarter goes on.\"</b></u></i></p>\n<p>SB Northstar, a unit set up to trade public stocks and derivatives, where SoftBank founder and CEO Masayoshi Sont holds a 33% stake, also sold 2.4 million shares of PayPal Holdings Inc., 4.4 million shares of Taiwan Semiconductor Manufacturing Co., and about 367,000 shares of Amazon.com Inc. The sales generated about $2.37 billion.</p>\n<p>SB Northstar appears to be<b>reducing exposure to mega-cap technology companies</b>. Its portfolio declined to $13.6 billion as of June, from $22 billion at the end of 2020.</p>\n<p>Sont told investors he isn't ready to sell stakes in startups that have already gone public in a recent call with investors. He said the<b>cash generated from the sales is used to finance Vision Fund deals</b>.</p>\n<p>Bloomberg notes, \"the company doesn't make public the exact asset sales figures. It booked a total of $4.3 billion in realized gains between SB Northstar and its two Vision Fund entities last quarter.\"</p>\n<p>So the<i>artificial gamma squeeze that helped the NASDAQ double off its March 2020 lows appears to be a ploy by Son so his funds could dump big tech names to fund Vision Fund deals</i>.</p>\n<p>In March, it was revealed that Son was being&nbsp;investigated&nbsp;by the SEC for triggering the melt-up in tech stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/d855cc4e03eb1e1482911dbf1098a028\" tg-width=\"842\" tg-height=\"555\" width=\"100%\" height=\"auto\">With the news, Son is exiting big-tech stocks - it could be disastrous if other market participants began dumping as liquidity problems could cascade into panic selling.</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>SoftBank Unloads $14 Billion In Tech Stocks After NASDAQ Gamma Squeeze</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\">\nSoftBank Unloads $14 Billion In Tech Stocks After NASDAQ Gamma Squeeze\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/softbank-unloads-14-billion-tech-stocks-after-nasdaq-gamma-squeeze><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoftBank Group Corp. was the \"Nasdaq whale\" that bought billions of dollars in call options of US equity derivatives and unleashed a massive gamma squeeze over the last year that pushed tech stocks to...</p>\n\n<a href=\"https://www.zerohedge.com/markets/softbank-unloads-14-billion-tech-stocks-after-nasdaq-gamma-squeeze\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFTBY":"软银集团"},"source_url":"https://www.zerohedge.com/markets/softbank-unloads-14-billion-tech-stocks-after-nasdaq-gamma-squeeze","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137085991","content_text":"SoftBank Group Corp. was the \"Nasdaq whale\" that bought billions of dollars in call options of US equity derivatives and unleashed a massive gamma squeeze over the last year that pushed tech stocks to nosebleed valuations. The reason behind the move is becoming more evident as the Japanese investment bank hasdumped $14 billion worth of US-listed stocks in the last quarter, nearly triple the amount in the quarter before last. Cash generated from the sales is expected to fund new investments in technology startups.\nBloomberg data estimates SoftBank sold $6 billion worth of Facebook Inc., Microsoft Corp., Alphabet Inc., Salesforce.com Inc., and Netflix Inc. in the second quarter. Another $4 billion came from sales of Uber Technologies Inc. and DoorDash Inc. In total, around $14 billion in stocks were sold to invest in startup investments for its Vision Fund.\n\"The last three quarters have largely been defined by the potential for Vision Fund portfolio companies to go public, but anew theme is emerging as SoftBank starts to take money off the table,\" Kirk Boodry, an analyst at Redex Research in Tokyo, told clients in a note after SoftBank's earnings announcement on Aug. 10.\"That theme probably picks up steam as the quarter goes on.\"\nSB Northstar, a unit set up to trade public stocks and derivatives, where SoftBank founder and CEO Masayoshi Sont holds a 33% stake, also sold 2.4 million shares of PayPal Holdings Inc., 4.4 million shares of Taiwan Semiconductor Manufacturing Co., and about 367,000 shares of Amazon.com Inc. The sales generated about $2.37 billion.\nSB Northstar appears to bereducing exposure to mega-cap technology companies. Its portfolio declined to $13.6 billion as of June, from $22 billion at the end of 2020.\nSont told investors he isn't ready to sell stakes in startups that have already gone public in a recent call with investors. He said thecash generated from the sales is used to finance Vision Fund deals.\nBloomberg notes, \"the company doesn't make public the exact asset sales figures. It booked a total of $4.3 billion in realized gains between SB Northstar and its two Vision Fund entities last quarter.\"\nSo theartificial gamma squeeze that helped the NASDAQ double off its March 2020 lows appears to be a ploy by Son so his funds could dump big tech names to fund Vision Fund deals.\nIn March, it was revealed that Son was being investigated by the SEC for triggering the melt-up in tech stocks.\nWith the news, Son is exiting big-tech stocks - it could be disastrous if other market participants began dumping as liquidity problems could cascade into panic selling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831125575,"gmtCreate":1629295994297,"gmtModify":1631891400032,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831125575","repostId":"1183500203","repostType":4,"repost":{"id":"1183500203","kind":"news","pubTimestamp":1629295278,"share":"https://www.laohu8.com/m/news/1183500203?lang=&edition=full","pubTime":"2021-08-18 22:01","market":"us","language":"en","title":"Minutes of the Fed’s July Meeting Come Today. Look for Clues on the Taper Debate.","url":"https://stock-news.laohu8.com/highlight/detail?id=1183500203","media":"Barron's","summary":"Investors know Federal Reserve officials have started discussing plans to taper monthly bond purchas","content":"<p>Investors know Federal Reserve officials have started discussing plans to taper monthly bond purchases. Minutes from their most recent meeting may show just how splintered the debate stands.</p>\n<p>Minutes from the July 27-28 meeting of the Federal Open Market Committee—the central bank’s rate-setting arm—are set to be released at 2 p.m. Eastern time Wednesday. They come out of a meeting where officials updated their policy statement to acknowledge ongoing strength in economic activity and the job market, as well as rising inflation. Officials caveated the optimism, however, with nods to persistent weakness in pandemic-struck sectors and reiterated the consensus view that price increases reflect transitory factors.&nbsp;</p>\n<p>The official message: It’s time to talk about tapering, but it’s too soon to do it.</p>\n<p>The FOMC in July reiterated that it would continue to buy $120 billion a month in Treasuries and mortgage-backed securities, and it added new language that reinforced expectations that tapering may start in the fourth quarter. The purchase program will remain in place ”until substantial further progress has been made toward its maximum employment and price stability goals,” the Fed repeated after its last meeting, adding: “the economy has made progress toward these goals, and the Committee will continue to assess progress in coming meetings.”</p>\n<p>Behind the scenes, there are opposing views. “The uniquely uneven economic recovery has led to a splintering within the FOMC,” says Kathy Bostjancic, economist at Oxford Economics. The hawks argue that the Fed should start tapering this fall in order to provide leeway to more quickly raise interest rates if inflation doesn’t turn out to be transitory, while the dovish members want to wait for greater clarity around the pace of inflation and the state of the supply-constrained labor market, she says.&nbsp;</p>\n<p>In the weeks since the July meeting concluded, investors have heard from several Fed officials. The picture shaping up is that a growing cadre of officials want to start tapering sooner than later, pointing to bubbling inflation and a relentless rise in home prices. Dallas Fed President Kaplan, the first to say tapering should begin soon, has expressed particular concern over the program’s impact on the housing market. Others in the time-to-taper camp include Boston Fed President Eric Rosengren, St. Louis Fed President James Bullard and Fed governor Christopher Waller, though those so-called hawks disagree about speed (Kaplan wants an 8-month wind-down, for example, while Bullard sees a 5-month runway).</p>\n<p>The key to handicapping taper timing, heading into the July meeting minutes and looking ahead to the Fed’s annual Jackson Hole symposium at the end of August, is where Fed leadership stands. Some of the loudest on tapering aren’t currently voting members, as regional Fed presidents rotate on and off the FOMC. Fed Chairman Jerome Powell’s vote is the most important one, and he’s been clear about where he stands.&nbsp;</p>\n<p>“We’re not at substantial further progress,” Powell told reporters during his July press conference. “There’s a range of views on what timing will be appropriate. And those views ultimately track back to people’s views about the economy and what will happen as we make progress towards our goal.”&nbsp;</p>\n<p>The upshot for investors, at least for now? The scale is still tipped toward tapering later than sooner.&nbsp;</p>\n<p>“While it might appear that we’re leaning toward a September announcement, in fact the Delta variant has weighed so heavily on August’s sentiment data we suspect that offsets any urgency on the part of the Fed,” Lyngen says, referring to the steep drop in consumer confidence reported by the University of Michigan last Friday.&nbsp;</p>\n<p>It isn’t to say that an official tapering announcement in September versus November or December represents a distinction without a difference, Lyngen adds.&nbsp; “After all, the assumption is that the sooner asset purchases are curtailed, the more quickly the Fed can hike rates if inflation dictates.”</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Minutes of the Fed’s July Meeting Come Today. Look for Clues on the Taper Debate.</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\">\nMinutes of the Fed’s July Meeting Come Today. Look for Clues on the Taper Debate.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/minutes-of-the-feds-july-meeting-come-today-look-for-clues-on-the-taper-debate-51629234831?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors know Federal Reserve officials have started discussing plans to taper monthly bond purchases. Minutes from their most recent meeting may show just how splintered the debate stands.\nMinutes ...</p>\n\n<a href=\"https://www.barrons.com/articles/minutes-of-the-feds-july-meeting-come-today-look-for-clues-on-the-taper-debate-51629234831?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/minutes-of-the-feds-july-meeting-come-today-look-for-clues-on-the-taper-debate-51629234831?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183500203","content_text":"Investors know Federal Reserve officials have started discussing plans to taper monthly bond purchases. Minutes from their most recent meeting may show just how splintered the debate stands.\nMinutes from the July 27-28 meeting of the Federal Open Market Committee—the central bank’s rate-setting arm—are set to be released at 2 p.m. Eastern time Wednesday. They come out of a meeting where officials updated their policy statement to acknowledge ongoing strength in economic activity and the job market, as well as rising inflation. Officials caveated the optimism, however, with nods to persistent weakness in pandemic-struck sectors and reiterated the consensus view that price increases reflect transitory factors. \nThe official message: It’s time to talk about tapering, but it’s too soon to do it.\nThe FOMC in July reiterated that it would continue to buy $120 billion a month in Treasuries and mortgage-backed securities, and it added new language that reinforced expectations that tapering may start in the fourth quarter. The purchase program will remain in place ”until substantial further progress has been made toward its maximum employment and price stability goals,” the Fed repeated after its last meeting, adding: “the economy has made progress toward these goals, and the Committee will continue to assess progress in coming meetings.”\nBehind the scenes, there are opposing views. “The uniquely uneven economic recovery has led to a splintering within the FOMC,” says Kathy Bostjancic, economist at Oxford Economics. The hawks argue that the Fed should start tapering this fall in order to provide leeway to more quickly raise interest rates if inflation doesn’t turn out to be transitory, while the dovish members want to wait for greater clarity around the pace of inflation and the state of the supply-constrained labor market, she says. \nIn the weeks since the July meeting concluded, investors have heard from several Fed officials. The picture shaping up is that a growing cadre of officials want to start tapering sooner than later, pointing to bubbling inflation and a relentless rise in home prices. Dallas Fed President Kaplan, the first to say tapering should begin soon, has expressed particular concern over the program’s impact on the housing market. Others in the time-to-taper camp include Boston Fed President Eric Rosengren, St. Louis Fed President James Bullard and Fed governor Christopher Waller, though those so-called hawks disagree about speed (Kaplan wants an 8-month wind-down, for example, while Bullard sees a 5-month runway).\nThe key to handicapping taper timing, heading into the July meeting minutes and looking ahead to the Fed’s annual Jackson Hole symposium at the end of August, is where Fed leadership stands. Some of the loudest on tapering aren’t currently voting members, as regional Fed presidents rotate on and off the FOMC. Fed Chairman Jerome Powell’s vote is the most important one, and he’s been clear about where he stands. \n“We’re not at substantial further progress,” Powell told reporters during his July press conference. “There’s a range of views on what timing will be appropriate. And those views ultimately track back to people’s views about the economy and what will happen as we make progress towards our goal.” \nThe upshot for investors, at least for now? The scale is still tipped toward tapering later than sooner. \n“While it might appear that we’re leaning toward a September announcement, in fact the Delta variant has weighed so heavily on August’s sentiment data we suspect that offsets any urgency on the part of the Fed,” Lyngen says, referring to the steep drop in consumer confidence reported by the University of Michigan last Friday. \nIt isn’t to say that an official tapering announcement in September versus November or December represents a distinction without a difference, Lyngen adds.  “After all, the assumption is that the sooner asset purchases are curtailed, the more quickly the Fed can hike rates if inflation dictates.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831122526,"gmtCreate":1629295969165,"gmtModify":1631891400045,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831122526","repostId":"1144088215","repostType":4,"repost":{"id":"1144088215","kind":"news","pubTimestamp":1629295773,"share":"https://www.laohu8.com/m/news/1144088215?lang=&edition=full","pubTime":"2021-08-18 22:09","market":"us","language":"en","title":"A Correction Is Due And It Could Be Deep","url":"https://stock-news.laohu8.com/highlight/detail?id=1144088215","media":"seekingalpha","summary":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term ch","content":"<p><b>Summary</b></p>\n<ul>\n <li>The stock market is historically overvalued.</li>\n <li>The stock market is overbought on long-term charts.</li>\n <li>Large caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.</li>\n <li>The Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.</li>\n <li>Raise cash quickly to the high end of your asset allocation policy.</li>\n</ul>\n<p>Any look at an investment should start by asking about what the risks are. For context, we often look at the broader S&amp;P 500 (SPY) which represents most of the market capitalization in the U.S.</p>\n<p>Last year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.</p>\n<p>Today, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.</p>\n<p>Now that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.</p>\n<p><b>S&amp;P 500 Valuation</b></p>\n<p>I have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.</p>\n<p><img src=\"https://static.tigerbbs.com/f383143c5f4b2cf897f5a32c3dffb282\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>I pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.</p>\n<p><img src=\"https://static.tigerbbs.com/aba63b9e6f3bb97de066c43c7580a7d0\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>Clearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?</p>\n<p>While I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&amp;P 500 reflect that.</p>\n<p>While I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.</p>\n<p><b>The Technical View Of The S&amp;P 500</b></p>\n<p>This is a monthly (SPY) chart. What jumps out at you?</p>\n<p><img src=\"https://static.tigerbbs.com/45d1a060559c8a7991499236ab7ee5b8\" tg-width=\"1834\" tg-height=\"861\" width=\"100%\" height=\"auto\"></p>\n<p>How about now?</p>\n<p><img src=\"https://static.tigerbbs.com/5e7a38531178fc1ee1e321842c8c80ca\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/570890645cf8cc7eed30a3affaea8241\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>A correction is inevitable. You are playing with fire if you are chasing here.</p>\n<p>But, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.</p>\n<p>Shooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.</p>\n<p>Shooter and I are both showing an S&amp;P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.</p>\n<p><b>What About The Fed?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6fa0280b46d20716904484e370a3d8e0\" tg-width=\"1168\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>There's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.</p>\n<p>That was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.</p>\n<p>Then COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.</p>\n<p>The Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?</p>\n<p>Interestingly, for the first time in a long time, margin debt ebbed a bit.</p>\n<p>That little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.</p>\n<p><img src=\"https://static.tigerbbs.com/6aa7bfa757b16de395877355efd9d751\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>Investment Actions Now</b></p>\n<p>Very simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.</p>\n<p>If you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.</p>\n<p>In short, tighten up your asset allocation. Risk management first.</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>A Correction Is Due And It Could Be Deep</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Correction Is Due And It Could Be Deep\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144088215","content_text":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.\nThe Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.\nRaise cash quickly to the high end of your asset allocation policy.\n\nAny look at an investment should start by asking about what the risks are. For context, we often look at the broader S&P 500 (SPY) which represents most of the market capitalization in the U.S.\nLast year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.\nToday, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.\nNow that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.\nS&P 500 Valuation\nI have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.\n\nI pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.\n\nClearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?\nWhile I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&P 500 reflect that.\nWhile I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.\nThe Technical View Of The S&P 500\nThis is a monthly (SPY) chart. What jumps out at you?\n\nHow about now?\n\nA correction is inevitable. You are playing with fire if you are chasing here.\nBut, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.\nShooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.\nShooter and I are both showing an S&P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.\nWhat About The Fed?\n\nThere's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.\nThat was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.\nThen COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.\nThe Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?\nInterestingly, for the first time in a long time, margin debt ebbed a bit.\nThat little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.\n\nInvestment Actions Now\nVery simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.\nIf you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.\nIn short, tighten up your asset allocation. Risk management first.","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833908825,"gmtCreate":1629193738867,"gmtModify":1631891400057,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833908825","repostId":"1155603071","repostType":4,"repost":{"id":"1155603071","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629193612,"share":"https://www.laohu8.com/m/news/1155603071?lang=&edition=full","pubTime":"2021-08-17 17:46","market":"us","language":"en","title":"Clover Health, Wish, AMC, Tesla, Apple And More — What WallStreet Bets Is Talking About Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1155603071","media":"Benzinga","summary":"Clover Health Corp, ContextLogic Inc., AMC Entertainment Holdings Inc. and Tesla Motors are among th","content":"<p><b><a href=\"https://laohu8.com/S/CLOV\">Clover Health Corp</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings Inc</b>.&nbsp;and<b>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b>&nbsp;are among the stocksseeing the highest intereston Reddit’s r/WallStreetBets forum as of Monday night.</p>\n<p><b>What Happened</b>: Exchange-traded fund&nbsp;<b>S&amp;P SPDR 500 ETF Trust</b></p>\n<p><a href=\"https://laohu8.com/S/SPY\">S&amp;P500 ETF</a> is the most discussed stock on the forum with 903 mentions, while Medicare Advantage provider Clover Health was a distant second with 209 mentions, data from Quiver Quantitative showed.</p>\n<p>The Wish e-commerce platform operator ContextLogic and movie theatre chain AMC Entertainment are in the third and fourth positions, having attracted 200 and 188 mentions respectively.</p>\n<p>Apart from Tesla, the other stocks that are trending on the forum include videogame retailer&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>, tech giant&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, software company&nbsp;<b><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></b>, residential mortgage company&nbsp;<b><a href=\"https://laohu8.com/S/UWMC\">UWM Holdings Corporation</a> </b>and online payments company&nbsp;<b><a href=\"https://laohu8.com/S/PSFE\">Paysafe Ltd</a></b>.</p>\n<p><b>Why It Matters</b>: A&nbsp;post&nbsp;on the WSB forum, which had 88% upvotes as of press time, noted that Clover Health is ripe for a major squeeze beginning next week.</p>\n<p>ContextLogic’s shares fell for the fifth straight day on Monday after the company received&nbsp;downgrades&nbsp;from <a href=\"https://laohu8.com/S/COWN\">Cowen</a>, JPMorgan and <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> analysts on the heels of worse-than-expected second-quarter financial results announced last week.</p>\n<p>Tesla’s shares tumbled on Monday after it was&nbsp;reported&nbsp;that the&nbsp;<b>National Highway Traffic Safety Administration</b>(NHSTA) has opened a formal investigation into the electric vehicle maker’s Autopilot system.</p>\n<p>Paysafe’s shares fell more than 15% in Monday’s trading after the company reiterated its third-quarter sales guidance&nbsp;below analysts’ estimates&nbsp;and announced the acquisition of online payment company&nbsp;<b>SafetyPay</b>&nbsp;for $441 million.</p>\n<p><b>Price Action</b>: SPDR S&amp;P 500 ETF Trust shares closed 0.2% higher in Monday’s regular trading session at $446.97, but edged down less than 0.1% in the after-hours session to $446.74.</p>\n<p>Clover Health shares closed almost 3.3% higher in the regular trading session at $8.49, but declined 1.3% in the after-hours session to $8.38.</p>\n<p>ContextLogic shares closed 9% lower in the regular trading session at $6.87.</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>Clover Health, Wish, AMC, Tesla, Apple And More — What WallStreet Bets Is Talking About 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\">\nClover Health, Wish, AMC, Tesla, Apple And More — What WallStreet Bets Is Talking About Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-17 17:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/CLOV\">Clover Health Corp</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings Inc</b>.&nbsp;and<b>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b>&nbsp;are among the stocksseeing the highest intereston Reddit’s r/WallStreetBets forum as of Monday night.</p>\n<p><b>What Happened</b>: Exchange-traded fund&nbsp;<b>S&amp;P SPDR 500 ETF Trust</b></p>\n<p><a href=\"https://laohu8.com/S/SPY\">S&amp;P500 ETF</a> is the most discussed stock on the forum with 903 mentions, while Medicare Advantage provider Clover Health was a distant second with 209 mentions, data from Quiver Quantitative showed.</p>\n<p>The Wish e-commerce platform operator ContextLogic and movie theatre chain AMC Entertainment are in the third and fourth positions, having attracted 200 and 188 mentions respectively.</p>\n<p>Apart from Tesla, the other stocks that are trending on the forum include videogame retailer&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>, tech giant&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, software company&nbsp;<b><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></b>, residential mortgage company&nbsp;<b><a href=\"https://laohu8.com/S/UWMC\">UWM Holdings Corporation</a> </b>and online payments company&nbsp;<b><a href=\"https://laohu8.com/S/PSFE\">Paysafe Ltd</a></b>.</p>\n<p><b>Why It Matters</b>: A&nbsp;post&nbsp;on the WSB forum, which had 88% upvotes as of press time, noted that Clover Health is ripe for a major squeeze beginning next week.</p>\n<p>ContextLogic’s shares fell for the fifth straight day on Monday after the company received&nbsp;downgrades&nbsp;from <a href=\"https://laohu8.com/S/COWN\">Cowen</a>, JPMorgan and <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> analysts on the heels of worse-than-expected second-quarter financial results announced last week.</p>\n<p>Tesla’s shares tumbled on Monday after it was&nbsp;reported&nbsp;that the&nbsp;<b>National Highway Traffic Safety Administration</b>(NHSTA) has opened a formal investigation into the electric vehicle maker’s Autopilot system.</p>\n<p>Paysafe’s shares fell more than 15% in Monday’s trading after the company reiterated its third-quarter sales guidance&nbsp;below analysts’ estimates&nbsp;and announced the acquisition of online payment company&nbsp;<b>SafetyPay</b>&nbsp;for $441 million.</p>\n<p><b>Price Action</b>: SPDR S&amp;P 500 ETF Trust shares closed 0.2% higher in Monday’s regular trading session at $446.97, but edged down less than 0.1% in the after-hours session to $446.74.</p>\n<p>Clover Health shares closed almost 3.3% higher in the regular trading session at $8.49, but declined 1.3% in the after-hours session to $8.38.</p>\n<p>ContextLogic shares closed 9% lower in the regular trading session at $6.87.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","SPY":"标普500ETF","TSLA":"特斯拉","AAPL":"苹果","CLOV":"Clover Health Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155603071","content_text":"Clover Health Corp, ContextLogic Inc., AMC Entertainment Holdings Inc. and Tesla Motors are among the stocksseeing the highest intereston Reddit’s r/WallStreetBets forum as of Monday night.\nWhat Happened: Exchange-traded fund S&P SPDR 500 ETF Trust\nS&P500 ETF is the most discussed stock on the forum with 903 mentions, while Medicare Advantage provider Clover Health was a distant second with 209 mentions, data from Quiver Quantitative showed.\nThe Wish e-commerce platform operator ContextLogic and movie theatre chain AMC Entertainment are in the third and fourth positions, having attracted 200 and 188 mentions respectively.\nApart from Tesla, the other stocks that are trending on the forum include videogame retailer GameStop Corp., tech giant Apple, software company Palantir Technologies Inc., residential mortgage company UWM Holdings Corporation and online payments company Paysafe Ltd.\nWhy It Matters: A post on the WSB forum, which had 88% upvotes as of press time, noted that Clover Health is ripe for a major squeeze beginning next week.\nContextLogic’s shares fell for the fifth straight day on Monday after the company received downgrades from Cowen, JPMorgan and Bank of America analysts on the heels of worse-than-expected second-quarter financial results announced last week.\nTesla’s shares tumbled on Monday after it was reported that the National Highway Traffic Safety Administration(NHSTA) has opened a formal investigation into the electric vehicle maker’s Autopilot system.\nPaysafe’s shares fell more than 15% in Monday’s trading after the company reiterated its third-quarter sales guidance below analysts’ estimates and announced the acquisition of online payment company SafetyPay for $441 million.\nPrice Action: SPDR S&P 500 ETF Trust shares closed 0.2% higher in Monday’s regular trading session at $446.97, but edged down less than 0.1% in the after-hours session to $446.74.\nClover Health shares closed almost 3.3% higher in the regular trading session at $8.49, but declined 1.3% in the after-hours session to $8.38.\nContextLogic shares closed 9% lower in the regular trading session at $6.87.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833908932,"gmtCreate":1629193717026,"gmtModify":1631891400067,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833908932","repostId":"1115558959","repostType":4,"repost":{"id":"1115558959","kind":"news","pubTimestamp":1629192455,"share":"https://www.laohu8.com/m/news/1115558959?lang=&edition=full","pubTime":"2021-08-17 17:27","market":"us","language":"en","title":"This Is What Hedge Funds Bought And Sold In Q2: Complete 13F Summary","url":"https://stock-news.laohu8.com/highlight/detail?id=1115558959","media":"zerohedge","summary":"For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barra","content":"<p>For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barrage of 13F filings published today showed, during the second quarter hedge funds loaded up on companies that would benefit from a new wave of the pandemic even before the delta variant began to rapidly spread throughout the U.S.</p>\n<p>As Bloomberg summarizes, Chase Coleman’s Tiger Global Management and&nbsp;Philippe Laffont’s Coatue Management both increased their stakes in food delivery service&nbsp;DoorDash in the second quarter. Coatue also added to its bet on vaccine maker&nbsp;Moderna, while&nbsp;Stephen Mandel’s Lone Pine Capital took a new stake in the biotech company worth more than $900 million. These purchases were a reversal from the first quarter, when many hedge funds cut positions in<i>Work From Home</i>companies like&nbsp;Peloton and&nbsp;Zoom as vaccinations began to ramp up in the U.S. That, in turn, fueled wagers on companies that had been hardest-hit by travel restrictions and remote work.</p>\n<p>Tiger and Coatue also increased their stakes in Zoom in the three months through June, their 13F filings revealed. The two funds, along with D1 Capital Partners, were among those that added to positions in Peloton, while Viking Global Investors made a new bet on the exercise equipment company.</p>\n<p>13F filings also showed that funds including Soros Fund Management and Temasek snapped up shares of fintech companies. Marqeta was a top new buy for Soros, while Temasek disclosed new positions in SoFi Technologies, Flywire and Payoneer Global. Marqeta and SoFi tumbled last week after reporting disappointing second-quarter results. Temasek also snapped up shares in two new BlackRock carbon transition ETFs (LCTU and LCTD), while Soros took a new position in electric-vehicle producer Proterra, as clean energy continues to be a prominent trend among investors.</p>\n<p>Coatue, Viking and&nbsp;Gabe Plotkin’s Melvin Capital Management also added new positions in Beijing-based JD.com Inc. in the quarter, a move that would prove to be rather unfortunate as shares of the giant online vendor have slumped 16% since June 30. Chinese shares have tumbled since June as Beijing banned for-profit tutoring companies and ordered more than two dozen tech firms to carry out internal inspections and address issues such as data security.</p>\n<p>Some, such as Soros were either lucky or good in cutting their exposure to Chinese ADRs in the second quarter, ahead of the furious selloff. Soros Fund Management exited many of its investments in Chinese ADRs including Baidu, Vipshop Holdings, Tencent Music Entertainment Group and IQiyi, positions it snapped up during the collapse of Archegos Capital Management in March and April, as noted previously.</p>\n<p>Other funds also dumped China-based companies with listings in the U.S. D1 Capital sold its 25-million-share stake in New Oriental Education &amp; Technology Group, while Soroban Capital Partners exited its 2.06-million-share stake in Alibaba. Soroban’s largest new positions favored tech, with the top three additions being Facebook, Twitter and Netflix.</p>\n<p>Some other notable 13F findings:</p>\n<ul>\n <li>Michael Burry, of “The Big Short” fame, owned puts on&nbsp;Cathie Wood’s ARK Innovation ETF and increased its Tesla puts (more here).</li>\n <li>Warren Buffett’s Berkshire Hathaway added to just three positions in the quarter and trimmed its holdings in several companies, including a full exit of controversial Alzheimer’s drug developer Biogen. As firstnoted earlier, Berkshire’s only new position in the quarter, 1.55 million shares of Organon was the result of a spinoff of the women’s health pharmaceutical company from Berkshire holding Merck. Its most significant addition was a 21% increase in its position in grocer Kroger. Besides Biogen, exits included Liberty Global’s Class A shares and Axalta Coating Systems, while Berkshire trimmed positions in Marsh &amp; McLennan, Abbvie, General Motors and Bristol-Myers Squibb.</li>\n <li>Seth Klarman’s long-standing investment in&nbsp;Rupert Murdoch’s media empire finally came to an end during the second quarter. Baupost Group sold its entire Fox Corp. stake, including 7.6 million Class A shares and 5.7 million Class B shares with a combined market value of $446 million at the end of March.</li>\n <li>Carl Icahn, who runs a concentrated portfolio with just 17 reportable investments, sold all of his 9.59 million shares of Tenneco in the quarter. He also has a new undisclosed position in an unnamed stock -- an unusual step that requires a separate filing with the Securities and Exchange Commission.</li>\n <li>Dan Loeb's Third Point added SentinelOne Class A to its investments and exited IAA in the second quarter. The fund also added to its holdings in Intel, boosting its stake to 14 million shares from 1 million, while decreasing its stake in Charter Communications Class A. Upstart Holdings was Third Point's biggest holding, representing 9.8% of disclosed assets</li>\n <li>Elliott Investment Management’s largest purchases of the quarter included a 3-million-share buy of Twitter. The increase in shares comes despite Elliott partner Jesse Cohn’s departure from Twitter’s board on June 9. He originally joined the board as part of a partnership Twitter entered with Elliott and Sliver Lake on March 9, 2020.</li>\n <li>Singapore state-owned investment fund Temasek Holdings’s largest new purchase in the quarter was a 4.84-million-share position in Airbnb. Airbnb reported strong second-quarter earnings last week that were offset by tepid guidance, according to analysts. Temasek also disclosed new positions in SoFi Technologies, Flywire and Payoneer Global.</li>\n</ul>\n<p><i>Here are some other moves made by prominent funds tracked by Bloomberg:</i></p>\n<p>APPALOOSA</p>\n<ul>\n <li>Top new buys: UBER, PHM, BODY, TCVA</li>\n <li>Top exits: CRM, ADBE, DIS, PYPL, IQ, DISCA, BIDU, SHOP</li>\n <li>Boosted stakes in: MOS, FCX</li>\n <li>Cut stakes in: PCG, MU, TMUS, AMZN, CHK, BABA, FB, GOOG, HCA, XLE</li>\n</ul>\n<p>BAUPOST GROUP</p>\n<ul>\n <li>Top new buys: SJR, RTPY, 1865300D</li>\n <li>Top exits: FOXA, FOX, PEAK, FNF, RTP, HIPO</li>\n <li>Boosted stakes in: FB, MU, QRVO, TBPH</li>\n <li>Cut stakes in: INTC, WLTW, EBAY, PSTH, SSNC, ADV, AJAX, NXST, DBRG, LBTYK</li>\n</ul>\n<p>BERKSHIRE HATHAWAY</p>\n<ul>\n <li>Top exits: AXTA, BIIB, LBTYA</li>\n <li>Boosted stakes in: KR, RH, AON</li>\n <li>Cut stakes in: GM, BMY, ABBV, LBTYK, CVX, MMC, USB</li>\n</ul>\n<p>CORVEX MANAGEMENT</p>\n<ul>\n <li>Top new buys: CRM, ZNGA, BOAC, ROVR, TWCT, LGV</li>\n <li>Top exits: FISV, EXPE, GLD, FE, GPN, RADI, ORGN, TALK, ELMS, NFLX</li>\n <li>Boosted stakes in: BLMN, AMZN, GOOGL, DIS, MSFT, CCEP, ATUS, EXC, DOMA, FB</li>\n <li>Cut stakes in: ATVI, TMUS, AJAX, CFAC</li>\n</ul>\n<p>D1 CAPITAL PARTNERS</p>\n<ul>\n <li>Top new buys: PCOR, FTCH, PODD, ALKT, CMG, DLO, DECK, STNE, CRWD, FTV</li>\n <li>Top exits: HLT, NFLX, EDU, BAX, NKE, PPD, LVS, FIS, BX, BMBL</li>\n <li>Boosted stakes in: AMZN, EXPE, CVNA, PTON, BBWI, JD, RH, BLL, BKNG, DIS</li>\n <li>Cut stakes in: MSFT, TMUS, FB, COUP, DHR, DDOG</li>\n</ul>\n<p>DUQUESNE FAMILY OFFICE</p>\n<ul>\n <li>Top new buys: NFLX, ABNB, MRNA, SMAR, GM, COUP, MAR, FTCH, CF, RBLX</li>\n <li>Top exits: C, GOLD, MELI, UBER, TSM, LIN, RUN, JPM, AA, ASHR</li>\n <li>Boosted stakes in: GOOGL, AMZN, CVNA, FB, KBR, MA, V, SBUX, EXPE, OPCH</li>\n <li>Cut stakes in: MSFT, SE, ON, BLDR, PLTR, FLEX, TMUS, SNOW, TECK, FCX</li>\n</ul>\n<p>ELLIOTT INVESTMENT MANAGEMENT</p>\n<ul>\n <li>Top new buys: DUK, DBX, HRB</li>\n <li>Top exits: DISCK, CYH, FB</li>\n <li>Boosted stakes in: TWTR, ETWO, PINS</li>\n <li>Cut stakes in: SNAP, HWM</li>\n</ul>\n<p>GLENVIEW CAPITAL MANAGEMENT</p>\n<ul>\n <li>Top new buys: CNC, AMZN, BABA, CCCS, UBER, AMGN, CHNG, OUST, BOWX, LSAQ</li>\n <li>Top exits: NUAN, LH, MSFT, CAR, LYFT, MAR, PPD, NBSE</li>\n <li>Boosted stakes in: GPN, CCEP, APTV, WBA, DD, CTVA, DVA, NSC, HOLX, ESI</li>\n <li>Cut stakes in: CI, TAK, HCA, MCK, DXC, FB, ANTM, BSX, BAX, FISV</li>\n</ul>\n<p>GREENLIGHT CAPITAL</p>\n<ul>\n <li>Top new buys: SPY, PLBY, GPK, NWS, SRNG, EXPE, DMYI, LIVN, UWMC, PANA</li>\n <li>Top exits: ADT, ALIT, TALK, SEAH</li>\n <li>Boosted stakes in: TECK, GPRO, ODP, CC, CPRI, JOBY, SATS, ASTS, FUBO, REZI</li>\n <li>Cut stakes in: DNMR, APG, KPLT, CNX, XOG, CNXC, JACK, SNX, NUVB, CEIX</li>\n</ul>\n<p>ICAHN</p>\n<ul>\n <li>Top exits: HLF, TEN</li>\n <li>Boosted stakes in: IEP, XRX</li>\n <li>Cut stakes in: OXY, DK, WBT</li>\n</ul>\n<p>JANA PARTNERS</p>\n<ul>\n <li>Top new buys: CSOD</li>\n <li>Boosted stakes in: CONE, VG, SPY, EHC</li>\n <li>Cut stakes in: LH, CAG, THS</li>\n</ul>\n<p>LANSDOWNE</p>\n<ul>\n <li>Top new buys: ILMN, WMG, NVT</li>\n <li>Top exits: ED, DAR, AES, REGI, CDE, PAAS, USO</li>\n <li>Boosted stakes in: ETN, FCX, CARR, AER, DAL, IEUR, BLBD, VMC, RBLX, UVXY</li>\n <li>Cut stakes in: AMAT, TSM, LRCX, MU, RYAAY, GE, ENIA, EGO, ADI, BKNG</li>\n</ul>\n<p>MAVERICK CAPITAL</p>\n<ul>\n <li>Top new buys: CNC, JLL, CANO, FTCH, GPN, BHG, CMAX, ADSK, SE, JWSM</li>\n <li>Top exits: FIS, PLD, ELAN, LVS, SPFR, MAC, DASH, TJX, ZBRA, HPQ</li>\n <li>Boosted stakes in: CVNA, ASO, SNOW, V, BABA, EXPE, TMUS, CCK, XP, ATRA</li>\n <li>Cut stakes in: SEER, AMAT, ALNY, LRCX, AON, AMZN, LPLA, SUM, TGTX, GOOG</li>\n</ul>\n<p>MELVIN CAPITAL MANAGEMENT</p>\n<ul>\n <li>Top new buys: JD, DASH, PYPL, DPZ, MSFT, TGT, VMEO, SE, SHOP, DDOG</li>\n <li>Top exits: NFLX, NUAN, PINS, AAP, NKE, MU, SIG, TPX, TPR, WYNN</li>\n <li>Boosted stakes in: AMZN, ATVI, ALGN, LYV, LH, EXPE, SEAS, SNOW, PVH, TXRH</li>\n <li>Cut stakes in: MA, FB, BBWI, GOOGL, SBUX, UBER, FICO, NTES, HLT, NOW</li>\n</ul>\n<p>OMEGA ADVISORS</p>\n<ul>\n <li>Top new buys: LAD, BHC, VOO, PFSI, EFA, IVW, COG, SCHO, IEUR, EWJ</li>\n <li>Top exits: MGY, IFF, CMCSA</li>\n <li>Boosted stakes in: FOA, WSC, VRT, NRG, PXD, ABR, ASH, ASPU, BABA, FLMN</li>\n <li>Cut stakes in: FOE, NAVI, OCN, TRN, BBDC, FCRD, SRGA, FB, SNR</li>\n</ul>\n<p>PERSHING SQUARE</p>\n<ul>\n <li>Boosted stakes in: DPZ</li>\n <li>Cut stakes in: LOW, QSR, HLT, A</li>\n</ul>\n<p>SOROBAN CAPITAL</p>\n<ul>\n <li>Top new buys: FB, TWTR, NFLX, WAB, KAHC, LGV, BKI, PLNT, MSDA, TIOA</li>\n <li>Top exits: BABA, CMCSA, DPZ, RTX, GRA, GWRE, ALIT, SFTW, SPFR</li>\n <li>Boosted stakes in: LOW, CSX, ADI, UNP, FIS, VYGG, BTNB</li>\n <li>Cut stakes in: ATUS, SPGI, PAYO, KVSB, ME, SUNL, BGRY, GNAC, DOMA, NSH</li>\n</ul>\n<p>SOROS FUND MANAGEMENT</p>\n<ul>\n <li>Top new buys: FIGS, INFO, PTRA, MQ, PPD, VER, NUAN, MGLN, INDI, ACN</li>\n <li>Top exits: BIDU, DEN, VIPS, TME, IQ, DISCK, XLE, MU, ASHR, WAL</li>\n <li>Boosted stakes in: AMZN, MXIM, ELAN, GOOGL, CLVT, DIS, OPEN, W, CRM, SYF</li>\n <li>Cut stakes in: LQD, QS, VICI, UPST, TXN, LVS, ADI, NXPI, DHI, LPLA</li>\n</ul>\n<p>STARBOARD</p>\n<ul>\n <li>Top new buys: PZZA, WPCB, LEGA, KAHC, SLAM, FRXB, ATMR, ROSS, MACC, ACAH</li>\n <li>Boosted stakes in: CERN, BOX, IWM, IWR, TWCT, KVSC, DGNU, PRPB, LNFA, ON</li>\n <li>Cut stakes in: CTVA, IWN, ACM, MAAC, SCOR, NLOK, MMSI, ELAN, CVLT</li>\n</ul>\n<p>TEMASEK HOLDINGS</p>\n<ul>\n <li>Top new buys: ABNB, INTA, FLYW, PAYO, KRE, STEM, LCTU, INTC, SOFI, COPX</li>\n <li>Top exits: XLF, ADBE, INDA, EWZ, ACIU, PCVX</li>\n <li>Boosted stakes in: BILL, BEAM, TMO, DELL, EWY, IBN, IAU, CRM, SNOW, AFRM</li>\n <li>Cut stakes in: WISH, IWM, BABA, MSFT, XLB, CTVA, DASH, RBLX</li>\n</ul>\n<p>THIRD POINT</p>\n<ul>\n <li>Top new buys: S, SOFI, EDR, ZBH, PTON, RTPY, JWSM, ASZ, IACC, AUS</li>\n <li>Top exits: IAA, RACE, KMX, Z, SHOP, CVNA, ETRN, NYT, WISH, RKT</li>\n <li>Boosted stakes in: INTC, AMZN, DELL, CANO, EL, UBER, SU, RH, DD, AES</li>\n <li>Cut stakes in: CHTR, PCG, JD, IQV, DIS, RADI, APTV, BOAC, MTTR, TEL</li>\n</ul>\n<p>TIGER GLOBAL</p>\n<ul>\n <li>Top new buys: PCOR, PATH, COIN, DV, BHG, DLO, APP, S, GRUB, KPLT</li>\n <li>Top exits: ASO</li>\n <li>Boosted stakes in: DASH, DOCU, ZM, SHOP, SE, SNOW, CVNA, PTON, YSG, RNG</li>\n <li>Cut stakes in: CRM, TAL, JD, EDU, RBLX, GDS, UBER, DESP, BABA, RDFN</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>This Is What Hedge Funds Bought And Sold In Q2: Complete 13F Summary</title>\n<style 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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\">\nThis Is What Hedge Funds Bought And Sold In Q2: Complete 13F Summary\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/what-hedge-funds-bought-and-sold-q2-complete-13f-summary><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barrage of 13F filings published today showed, during the second quarter hedge funds loaded up on ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/what-hedge-funds-bought-and-sold-q2-complete-13f-summary\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/what-hedge-funds-bought-and-sold-q2-complete-13f-summary","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115558959","content_text":"For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barrage of 13F filings published today showed, during the second quarter hedge funds loaded up on companies that would benefit from a new wave of the pandemic even before the delta variant began to rapidly spread throughout the U.S.\nAs Bloomberg summarizes, Chase Coleman’s Tiger Global Management and Philippe Laffont’s Coatue Management both increased their stakes in food delivery service DoorDash in the second quarter. Coatue also added to its bet on vaccine maker Moderna, while Stephen Mandel’s Lone Pine Capital took a new stake in the biotech company worth more than $900 million. These purchases were a reversal from the first quarter, when many hedge funds cut positions inWork From Homecompanies like Peloton and Zoom as vaccinations began to ramp up in the U.S. That, in turn, fueled wagers on companies that had been hardest-hit by travel restrictions and remote work.\nTiger and Coatue also increased their stakes in Zoom in the three months through June, their 13F filings revealed. The two funds, along with D1 Capital Partners, were among those that added to positions in Peloton, while Viking Global Investors made a new bet on the exercise equipment company.\n13F filings also showed that funds including Soros Fund Management and Temasek snapped up shares of fintech companies. Marqeta was a top new buy for Soros, while Temasek disclosed new positions in SoFi Technologies, Flywire and Payoneer Global. Marqeta and SoFi tumbled last week after reporting disappointing second-quarter results. Temasek also snapped up shares in two new BlackRock carbon transition ETFs (LCTU and LCTD), while Soros took a new position in electric-vehicle producer Proterra, as clean energy continues to be a prominent trend among investors.\nCoatue, Viking and Gabe Plotkin’s Melvin Capital Management also added new positions in Beijing-based JD.com Inc. in the quarter, a move that would prove to be rather unfortunate as shares of the giant online vendor have slumped 16% since June 30. Chinese shares have tumbled since June as Beijing banned for-profit tutoring companies and ordered more than two dozen tech firms to carry out internal inspections and address issues such as data security.\nSome, such as Soros were either lucky or good in cutting their exposure to Chinese ADRs in the second quarter, ahead of the furious selloff. Soros Fund Management exited many of its investments in Chinese ADRs including Baidu, Vipshop Holdings, Tencent Music Entertainment Group and IQiyi, positions it snapped up during the collapse of Archegos Capital Management in March and April, as noted previously.\nOther funds also dumped China-based companies with listings in the U.S. D1 Capital sold its 25-million-share stake in New Oriental Education & Technology Group, while Soroban Capital Partners exited its 2.06-million-share stake in Alibaba. Soroban’s largest new positions favored tech, with the top three additions being Facebook, Twitter and Netflix.\nSome other notable 13F findings:\n\nMichael Burry, of “The Big Short” fame, owned puts on Cathie Wood’s ARK Innovation ETF and increased its Tesla puts (more here).\nWarren Buffett’s Berkshire Hathaway added to just three positions in the quarter and trimmed its holdings in several companies, including a full exit of controversial Alzheimer’s drug developer Biogen. As firstnoted earlier, Berkshire’s only new position in the quarter, 1.55 million shares of Organon was the result of a spinoff of the women’s health pharmaceutical company from Berkshire holding Merck. Its most significant addition was a 21% increase in its position in grocer Kroger. Besides Biogen, exits included Liberty Global’s Class A shares and Axalta Coating Systems, while Berkshire trimmed positions in Marsh & McLennan, Abbvie, General Motors and Bristol-Myers Squibb.\nSeth Klarman’s long-standing investment in Rupert Murdoch’s media empire finally came to an end during the second quarter. Baupost Group sold its entire Fox Corp. stake, including 7.6 million Class A shares and 5.7 million Class B shares with a combined market value of $446 million at the end of March.\nCarl Icahn, who runs a concentrated portfolio with just 17 reportable investments, sold all of his 9.59 million shares of Tenneco in the quarter. He also has a new undisclosed position in an unnamed stock -- an unusual step that requires a separate filing with the Securities and Exchange Commission.\nDan Loeb's Third Point added SentinelOne Class A to its investments and exited IAA in the second quarter. The fund also added to its holdings in Intel, boosting its stake to 14 million shares from 1 million, while decreasing its stake in Charter Communications Class A. Upstart Holdings was Third Point's biggest holding, representing 9.8% of disclosed assets\nElliott Investment Management’s largest purchases of the quarter included a 3-million-share buy of Twitter. The increase in shares comes despite Elliott partner Jesse Cohn’s departure from Twitter’s board on June 9. He originally joined the board as part of a partnership Twitter entered with Elliott and Sliver Lake on March 9, 2020.\nSingapore state-owned investment fund Temasek Holdings’s largest new purchase in the quarter was a 4.84-million-share position in Airbnb. Airbnb reported strong second-quarter earnings last week that were offset by tepid guidance, according to analysts. Temasek also disclosed new positions in SoFi Technologies, Flywire and Payoneer Global.\n\nHere are some other moves made by prominent funds tracked by Bloomberg:\nAPPALOOSA\n\nTop new buys: UBER, PHM, BODY, TCVA\nTop exits: CRM, ADBE, DIS, PYPL, IQ, DISCA, BIDU, SHOP\nBoosted stakes in: MOS, FCX\nCut stakes in: PCG, MU, TMUS, AMZN, CHK, BABA, FB, GOOG, HCA, XLE\n\nBAUPOST GROUP\n\nTop new buys: SJR, RTPY, 1865300D\nTop exits: FOXA, FOX, PEAK, FNF, RTP, HIPO\nBoosted stakes in: FB, MU, QRVO, TBPH\nCut stakes in: INTC, WLTW, EBAY, PSTH, SSNC, ADV, AJAX, NXST, DBRG, LBTYK\n\nBERKSHIRE HATHAWAY\n\nTop exits: AXTA, BIIB, LBTYA\nBoosted stakes in: KR, RH, AON\nCut stakes in: GM, BMY, ABBV, LBTYK, CVX, MMC, USB\n\nCORVEX MANAGEMENT\n\nTop new buys: CRM, ZNGA, BOAC, ROVR, TWCT, LGV\nTop exits: FISV, EXPE, GLD, FE, GPN, RADI, ORGN, TALK, ELMS, NFLX\nBoosted stakes in: BLMN, AMZN, GOOGL, DIS, MSFT, CCEP, ATUS, EXC, DOMA, FB\nCut stakes in: ATVI, TMUS, AJAX, CFAC\n\nD1 CAPITAL PARTNERS\n\nTop new buys: PCOR, FTCH, PODD, ALKT, CMG, DLO, DECK, STNE, CRWD, FTV\nTop exits: HLT, NFLX, EDU, BAX, NKE, PPD, LVS, FIS, BX, BMBL\nBoosted stakes in: AMZN, EXPE, CVNA, PTON, BBWI, JD, RH, BLL, BKNG, DIS\nCut stakes in: MSFT, TMUS, FB, COUP, DHR, DDOG\n\nDUQUESNE FAMILY OFFICE\n\nTop new buys: NFLX, ABNB, MRNA, SMAR, GM, COUP, MAR, FTCH, CF, RBLX\nTop exits: C, GOLD, MELI, UBER, TSM, LIN, RUN, JPM, AA, ASHR\nBoosted stakes in: GOOGL, AMZN, CVNA, FB, KBR, MA, V, SBUX, EXPE, OPCH\nCut stakes in: MSFT, SE, ON, BLDR, PLTR, FLEX, TMUS, SNOW, TECK, FCX\n\nELLIOTT INVESTMENT MANAGEMENT\n\nTop new buys: DUK, DBX, HRB\nTop exits: DISCK, CYH, FB\nBoosted stakes in: TWTR, ETWO, PINS\nCut stakes in: SNAP, HWM\n\nGLENVIEW CAPITAL MANAGEMENT\n\nTop new buys: CNC, AMZN, BABA, CCCS, UBER, AMGN, CHNG, OUST, BOWX, LSAQ\nTop exits: NUAN, LH, MSFT, CAR, LYFT, MAR, PPD, NBSE\nBoosted stakes in: GPN, CCEP, APTV, WBA, DD, CTVA, DVA, NSC, HOLX, ESI\nCut stakes in: CI, TAK, HCA, MCK, DXC, FB, ANTM, BSX, BAX, FISV\n\nGREENLIGHT CAPITAL\n\nTop new buys: SPY, PLBY, GPK, NWS, SRNG, EXPE, DMYI, LIVN, UWMC, PANA\nTop exits: ADT, ALIT, TALK, SEAH\nBoosted stakes in: TECK, GPRO, ODP, CC, CPRI, JOBY, SATS, ASTS, FUBO, REZI\nCut stakes in: DNMR, APG, KPLT, CNX, XOG, CNXC, JACK, SNX, NUVB, CEIX\n\nICAHN\n\nTop exits: HLF, TEN\nBoosted stakes in: IEP, XRX\nCut stakes in: OXY, DK, WBT\n\nJANA PARTNERS\n\nTop new buys: CSOD\nBoosted stakes in: CONE, VG, SPY, EHC\nCut stakes in: LH, CAG, THS\n\nLANSDOWNE\n\nTop new buys: ILMN, WMG, NVT\nTop exits: ED, DAR, AES, REGI, CDE, PAAS, USO\nBoosted stakes in: ETN, FCX, CARR, AER, DAL, IEUR, BLBD, VMC, RBLX, UVXY\nCut stakes in: AMAT, TSM, LRCX, MU, RYAAY, GE, ENIA, EGO, ADI, BKNG\n\nMAVERICK CAPITAL\n\nTop new buys: CNC, JLL, CANO, FTCH, GPN, BHG, CMAX, ADSK, SE, JWSM\nTop exits: FIS, PLD, ELAN, LVS, SPFR, MAC, DASH, TJX, ZBRA, HPQ\nBoosted stakes in: CVNA, ASO, SNOW, V, BABA, EXPE, TMUS, CCK, XP, ATRA\nCut stakes in: SEER, AMAT, ALNY, LRCX, AON, AMZN, LPLA, SUM, TGTX, GOOG\n\nMELVIN CAPITAL MANAGEMENT\n\nTop new buys: JD, DASH, PYPL, DPZ, MSFT, TGT, VMEO, SE, SHOP, DDOG\nTop exits: NFLX, NUAN, PINS, AAP, NKE, MU, SIG, TPX, TPR, WYNN\nBoosted stakes in: AMZN, ATVI, ALGN, LYV, LH, EXPE, SEAS, SNOW, PVH, TXRH\nCut stakes in: MA, FB, BBWI, GOOGL, SBUX, UBER, FICO, NTES, HLT, NOW\n\nOMEGA ADVISORS\n\nTop new buys: LAD, BHC, VOO, PFSI, EFA, IVW, COG, SCHO, IEUR, EWJ\nTop exits: MGY, IFF, CMCSA\nBoosted stakes in: FOA, WSC, VRT, NRG, PXD, ABR, ASH, ASPU, BABA, FLMN\nCut stakes in: FOE, NAVI, OCN, TRN, BBDC, FCRD, SRGA, FB, SNR\n\nPERSHING SQUARE\n\nBoosted stakes in: DPZ\nCut stakes in: LOW, QSR, HLT, A\n\nSOROBAN CAPITAL\n\nTop new buys: FB, TWTR, NFLX, WAB, KAHC, LGV, BKI, PLNT, MSDA, TIOA\nTop exits: BABA, CMCSA, DPZ, RTX, GRA, GWRE, ALIT, SFTW, SPFR\nBoosted stakes in: LOW, CSX, ADI, UNP, FIS, VYGG, BTNB\nCut stakes in: ATUS, SPGI, PAYO, KVSB, ME, SUNL, BGRY, GNAC, DOMA, NSH\n\nSOROS FUND MANAGEMENT\n\nTop new buys: FIGS, INFO, PTRA, MQ, PPD, VER, NUAN, MGLN, INDI, ACN\nTop exits: BIDU, DEN, VIPS, TME, IQ, DISCK, XLE, MU, ASHR, WAL\nBoosted stakes in: AMZN, MXIM, ELAN, GOOGL, CLVT, DIS, OPEN, W, CRM, SYF\nCut stakes in: LQD, QS, VICI, UPST, TXN, LVS, ADI, NXPI, DHI, LPLA\n\nSTARBOARD\n\nTop new buys: PZZA, WPCB, LEGA, KAHC, SLAM, FRXB, ATMR, ROSS, MACC, ACAH\nBoosted stakes in: CERN, BOX, IWM, IWR, TWCT, KVSC, DGNU, PRPB, LNFA, ON\nCut stakes in: CTVA, IWN, ACM, MAAC, SCOR, NLOK, MMSI, ELAN, CVLT\n\nTEMASEK HOLDINGS\n\nTop new buys: ABNB, INTA, FLYW, PAYO, KRE, STEM, LCTU, INTC, SOFI, COPX\nTop exits: XLF, ADBE, INDA, EWZ, ACIU, PCVX\nBoosted stakes in: BILL, BEAM, TMO, DELL, EWY, IBN, IAU, CRM, SNOW, AFRM\nCut stakes in: WISH, IWM, BABA, MSFT, XLB, CTVA, DASH, RBLX\n\nTHIRD POINT\n\nTop new buys: S, SOFI, EDR, ZBH, PTON, RTPY, JWSM, ASZ, IACC, AUS\nTop exits: IAA, RACE, KMX, Z, SHOP, CVNA, ETRN, NYT, WISH, RKT\nBoosted stakes in: INTC, AMZN, DELL, CANO, EL, UBER, SU, RH, DD, AES\nCut stakes in: CHTR, PCG, JD, IQV, DIS, RADI, APTV, BOAC, MTTR, TEL\n\nTIGER GLOBAL\n\nTop new buys: PCOR, PATH, COIN, DV, BHG, DLO, APP, S, GRUB, KPLT\nTop exits: ASO\nBoosted stakes in: DASH, DOCU, ZM, SHOP, SE, SNOW, CVNA, PTON, YSG, RNG\nCut stakes in: CRM, TAL, JD, EDU, RBLX, GDS, UBER, DESP, BABA, RDFN","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897757037,"gmtCreate":1628989734729,"gmtModify":1633688182161,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897757037","repostId":"2159214569","repostType":4,"repost":{"id":"2159214569","kind":"highlight","pubTimestamp":1628989290,"share":"https://www.laohu8.com/m/news/2159214569?lang=&edition=full","pubTime":"2021-08-15 09:01","market":"us","language":"en","title":"How to value Nio's stock compared to Tesla, VW, Ford and other rivals","url":"https://stock-news.laohu8.com/highlight/detail?id=2159214569","media":"MarkeWatch","summary":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.So where does Nio $$","content":"<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f713c5dfcf08752165d643a5f1463\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>A Nio store in downtown Shanghai. (Getty Images)</span></p>\n<p>Chinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.</p>\n<p>That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.</p>\n<p>So where does Nio <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.</p>\n<p><b>Doubling car production</b></p>\n<p>For the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.</p>\n<p>Here's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:</p>\n<img src=\"https://static.tigerbbs.com/d9e9aed76c94544dbe44cde9f7c8bebc\" tg-width=\"931\" tg-height=\"761\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>You can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc.&nbsp;and Nio, on this list -- may (or may not) become as large as legacy players.</p>\n<p>For now, Ford churns out mostly internal combustion engine&nbsp;vehicles at nearly 35 times the rate that Nio makes EVs.</p>\n<p>One thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.</p>\n<p>Among those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:</p>\n<p>For Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.</p>\n<p>Volkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.</p>\n<p>For Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.</p>\n<p><b>Valuation to earnings estimates</b></p>\n<p>For companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.</p>\n<p>A high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.</p>\n<p>Then again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.</p>\n<p>Normally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.</p>\n<p>First, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:</p>\n<img src=\"https://static.tigerbbs.com/459439c822252d09b3dfb73cc5d51211\" tg-width=\"1058\" tg-height=\"743\" width=\"100%\" height=\"auto\">\n<p>Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&amp;P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.</p>\n<p><b>Valuation to sales</b></p>\n<table>\n <tbody>\n  <tr></tr>\n  <tr></tr>\n </tbody>\n</table>\n<p>Forward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.</p>\n<p>Here's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:</p>\n<img src=\"https://static.tigerbbs.com/c8c0b7d002e07914e42fcdf0e624b25c\" tg-width=\"1051\" tg-height=\"668\" width=\"100%\" height=\"auto\">\n<p>For reference, the S&amp;P 500 trades for 2.7 times its consensus 2022 sales estimate.</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Analysts' opinions</b></p>\n<p>Here's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:</p>\n<img src=\"https://static.tigerbbs.com/32f38063eabf2e93f73561a0454a44ac\" tg-width=\"1059\" tg-height=\"639\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>","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>How to value Nio's stock compared to Tesla, VW, Ford and other rivals</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\">\nHow to value Nio's stock compared to Tesla, VW, Ford and other rivals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news><strong>MarkeWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.\nA Nio store in downtown Shanghai. (Getty Images)\nChinese electric-vehicle maker Nio ...</p>\n\n<a href=\"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","TSLA":"特斯拉","STLA":"Stellantis NV","HMC":"本田汽车","NIO":"蔚来","F":"福特汽车"},"source_url":"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159214569","content_text":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.\nA Nio store in downtown Shanghai. (Getty Images)\nChinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.\nThat might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.\nSo where does Nio $(NIO)$, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.\nDoubling car production\nFor the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.\nHere's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:\n\n\n\n\n\n\nYou can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc. and Nio, on this list -- may (or may not) become as large as legacy players.\nFor now, Ford churns out mostly internal combustion engine vehicles at nearly 35 times the rate that Nio makes EVs.\nOne thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.\nAmong those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:\nFor Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.\nVolkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.\nFor Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.\nValuation to earnings estimates\nFor companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. $(AMZN)$, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.\nA high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.\nThen again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.\nNormally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.\nFirst, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:\n\nNio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.\nValuation to sales\n\n\n\n\n\n\nForward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.\nHere's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:\n\nFor reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.\n\n\n\n\n\nAnalysts' opinions\nHere's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897098204,"gmtCreate":1628861953408,"gmtModify":1633688931585,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897098204","repostId":"1141206470","repostType":4,"repost":{"id":"1141206470","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":1628861824,"share":"https://www.laohu8.com/m/news/1141206470?lang=&edition=full","pubTime":"2021-08-13 21:37","market":"us","language":"en","title":"BioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1141206470","media":"Tiger Newspress","summary":"BioNTech and Moderna stocks were up in early trading following the FDA authorizing Covid-19 booster ","content":"<p>BioNTech&nbsp;and Moderna&nbsp;stocks were up in&nbsp;early&nbsp;trading following the FDA authorizing Covid-19 booster shots for people with weak immunity.</p>\n<p>BioNTech was up 3% and Moderna gained 3%, while Pfizer&nbsp;, which has jointly developed the two-dose mRNA vaccine with BioNTech, was up 2%.</p>\n<p><img src=\"https://static.tigerbbs.com/18d1d9877f2ba36a61eaf23f41b8914f\" tg-width=\"898\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>Late on Thursday, the U.S. Food and Drug Administration&nbsp;authorized a booster doseof vaccines from Pfizer Inc(PFE.N)and Moderna Inc(MRNA.O)for people with compromised immune systems.</p>\n<p>Pfizer, along with its German partner BioNTech , and Moderna have together locked up over $60 billion in sales of the shots just in 2021 and 2022. The agreements include supply of the initial two doses of their vaccines as well as billions of dollars in potential boosters for wealthy nations.</p>\n<p>Going forward, analysts have forecast revenue of over $6.6 billion for the Pfizer/BioNTech shot and $7.6 billion for Moderna in 2023, mostly from booster sales. They eventually see the annual market settling at around $5 billion or higher, with additional drugmakers competing for those sales.</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>BioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity</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\">\nBioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-13 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BioNTech&nbsp;and Moderna&nbsp;stocks were up in&nbsp;early&nbsp;trading following the FDA authorizing Covid-19 booster shots for people with weak immunity.</p>\n<p>BioNTech was up 3% and Moderna gained 3%, while Pfizer&nbsp;, which has jointly developed the two-dose mRNA vaccine with BioNTech, was up 2%.</p>\n<p><img src=\"https://static.tigerbbs.com/18d1d9877f2ba36a61eaf23f41b8914f\" tg-width=\"898\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>Late on Thursday, the U.S. Food and Drug Administration&nbsp;authorized a booster doseof vaccines from Pfizer Inc(PFE.N)and Moderna Inc(MRNA.O)for people with compromised immune systems.</p>\n<p>Pfizer, along with its German partner BioNTech , and Moderna have together locked up over $60 billion in sales of the shots just in 2021 and 2022. The agreements include supply of the initial two doses of their vaccines as well as billions of dollars in potential boosters for wealthy nations.</p>\n<p>Going forward, analysts have forecast revenue of over $6.6 billion for the Pfizer/BioNTech shot and $7.6 billion for Moderna in 2023, mostly from booster sales. They eventually see the annual market settling at around $5 billion or higher, with additional drugmakers competing for those sales.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141206470","content_text":"BioNTech and Moderna stocks were up in early trading following the FDA authorizing Covid-19 booster shots for people with weak immunity.\nBioNTech was up 3% and Moderna gained 3%, while Pfizer , which has jointly developed the two-dose mRNA vaccine with BioNTech, was up 2%.\n\nLate on Thursday, the U.S. Food and Drug Administration authorized a booster doseof vaccines from Pfizer Inc(PFE.N)and Moderna Inc(MRNA.O)for people with compromised immune systems.\nPfizer, along with its German partner BioNTech , and Moderna have together locked up over $60 billion in sales of the shots just in 2021 and 2022. The agreements include supply of the initial two doses of their vaccines as well as billions of dollars in potential boosters for wealthy nations.\nGoing forward, analysts have forecast revenue of over $6.6 billion for the Pfizer/BioNTech shot and $7.6 billion for Moderna in 2023, mostly from booster sales. They eventually see the annual market settling at around $5 billion or higher, with additional drugmakers competing for those sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897091146,"gmtCreate":1628861927885,"gmtModify":1633688932663,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897091146","repostId":"1115837306","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892243231,"gmtCreate":1628667928723,"gmtModify":1633745253076,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892243231","repostId":"2158475046","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892243825,"gmtCreate":1628667903367,"gmtModify":1633745253198,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892243825","repostId":"1147144306","repostType":4,"repost":{"id":"1147144306","kind":"news","pubTimestamp":1628651652,"share":"https://www.laohu8.com/m/news/1147144306?lang=&edition=full","pubTime":"2021-08-11 11:14","market":"sh","language":"en","title":"What stocks and sectors will benefit from the infrastructure bill?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147144306","media":"Market Wacth","summary":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion","content":"<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p>\n<p>Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p>\n<p>Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p>\n<p>“The passage of the&nbsp;infrastructure&nbsp;bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p>\n<p>“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p>\n<p>Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&amp;P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p>\n<p>A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p>\n<p>PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&amp;P 500 and the Dow.</p>\n<p>PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p>\n<p>Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p>\n<p>The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&amp;P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p>\n<p>Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company names</b></td>\n   <td><b>YTD % return</b></td>\n  </tr>\n  <tr>\n   <td>Team Inc.TISI,+4.37%</td>\n   <td>-56.83</td>\n  </tr>\n  <tr>\n   <td>Primoris Services Corp.PRIM,+2.90%</td>\n   <td>-3.6%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td>\n   <td>17.6%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td>\n   <td>19.6%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td>\n   <td>40%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td>\n   <td>10.5%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td>\n   <td>-5.7%</td>\n  </tr>\n  <tr>\n   <td>Cleveland-Cliffs Inc.CLF,+5.05%</td>\n   <td>78.7%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td>\n   <td>51%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td>\n   <td>90%</td>\n  </tr>\n </tbody>\n</table>\n<p>Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p>\n<p>Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p>\n<p>“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p>","source":"lsy1604288433698","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 stocks and sectors will benefit from the infrastructure bill?</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\">\nWhat stocks and sectors will benefit from the infrastructure bill?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?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":{"CLF":"克利夫兰克里夫","BLDR":"Builders FirstSource","XLI":"工业指数ETF-SPDR","WMS":"Advanced Drainage","PRIM":"Primoris Services Corporation","DY":"戴康工业","TISI":"Team Inc","IFRA":"iShares U.S. Infrastructure ETF","CMCO":"哥伦布-麦金农","HRI":"Herc Holdings Inc."},"source_url":"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147144306","content_text":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?\nThebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.\nSome analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.\n“The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.\n“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.\nStill, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.\nA popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the Global X U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5\nPAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.\nPAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.\nSimilarly, the iShares U.S. Infrastructure ETFIFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.\nThe Industrial Select Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.\nBack in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include Team Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and Primoris, which was up 2.9% on the day but down 3.6% so far this year.\n\n\n\nCompany names\nYTD % return\n\n\nTeam Inc.TISI,+4.37%\n-56.83\n\n\nPrimoris Services Corp.PRIM,+2.90%\n-3.6%\n\n\nColumbus McKinnon Corp.CMCO,+2.03%\n17.6%\n\n\nBuilders FirstSource Inc.BLDR,+2.72%\n19.6%\n\n\nAdvanced Drainage Systems Inc.WMS,+1.89%\n40%\n\n\nAltra Industrial Motion Corp.AIMC,+3.15%\n10.5%\n\n\nDycom IndustriesDY,-0.96%\n-5.7%\n\n\nCleveland-Cliffs Inc.CLF,+5.05%\n78.7%\n\n\nRexnord Corp.RXN,+1.91%\n51%\n\n\nHerc Holdings Inc.HRI,+2.28%\n90%\n\n\n\nOverall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.\nEdward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.\n“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896008955,"gmtCreate":1628526088377,"gmtModify":1633746418056,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like 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It includes $110 billion for roads, bridges and other projects, as well as $66 billion","content":"<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p>\n<p>Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p>\n<p>Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p>\n<p>“The passage of the&nbsp;infrastructure&nbsp;bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p>\n<p>“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p>\n<p>Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&amp;P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p>\n<p>A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p>\n<p>PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&amp;P 500 and the Dow.</p>\n<p>PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p>\n<p>Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p>\n<p>The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&amp;P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p>\n<p>Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company names</b></td>\n   <td><b>YTD % return</b></td>\n  </tr>\n  <tr>\n   <td>Team Inc.TISI,+4.37%</td>\n   <td>-56.83</td>\n  </tr>\n  <tr>\n   <td>Primoris Services Corp.PRIM,+2.90%</td>\n   <td>-3.6%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td>\n   <td>17.6%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td>\n   <td>19.6%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td>\n   <td>40%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td>\n   <td>10.5%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td>\n   <td>-5.7%</td>\n  </tr>\n  <tr>\n   <td>Cleveland-Cliffs Inc.CLF,+5.05%</td>\n   <td>78.7%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td>\n   <td>51%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td>\n   <td>90%</td>\n  </tr>\n </tbody>\n</table>\n<p>Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p>\n<p>Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p>\n<p>“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p>","source":"lsy1604288433698","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 stocks and sectors will benefit from the infrastructure bill?</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\">\nWhat stocks and sectors will benefit from the infrastructure bill?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?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":{"CLF":"克利夫兰克里夫","BLDR":"Builders FirstSource","XLI":"工业指数ETF-SPDR","WMS":"Advanced Drainage","PRIM":"Primoris Services Corporation","DY":"戴康工业","TISI":"Team Inc","IFRA":"iShares U.S. Infrastructure ETF","CMCO":"哥伦布-麦金农","HRI":"Herc Holdings Inc."},"source_url":"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147144306","content_text":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?\nThebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.\nSome analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.\n“The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.\n“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.\nStill, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.\nA popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the Global X U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5\nPAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.\nPAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.\nSimilarly, the iShares U.S. Infrastructure ETFIFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.\nThe Industrial Select Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.\nBack in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include Team Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and Primoris, which was up 2.9% on the day but down 3.6% so far this year.\n\n\n\nCompany names\nYTD % return\n\n\nTeam Inc.TISI,+4.37%\n-56.83\n\n\nPrimoris Services Corp.PRIM,+2.90%\n-3.6%\n\n\nColumbus McKinnon Corp.CMCO,+2.03%\n17.6%\n\n\nBuilders FirstSource Inc.BLDR,+2.72%\n19.6%\n\n\nAdvanced Drainage Systems Inc.WMS,+1.89%\n40%\n\n\nAltra Industrial Motion Corp.AIMC,+3.15%\n10.5%\n\n\nDycom IndustriesDY,-0.96%\n-5.7%\n\n\nCleveland-Cliffs Inc.CLF,+5.05%\n78.7%\n\n\nRexnord Corp.RXN,+1.91%\n51%\n\n\nHerc Holdings Inc.HRI,+2.28%\n90%\n\n\n\nOverall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.\nEdward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.\n“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896008955,"gmtCreate":1628526088377,"gmtModify":1633746418056,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896008955","repostId":"2158544757","repostType":4,"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805733621,"gmtCreate":1627905649963,"gmtModify":1633755442399,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805733621","repostId":"1148493066","repostType":4,"repost":{"id":"1148493066","kind":"news","pubTimestamp":1627904246,"share":"https://www.laohu8.com/m/news/1148493066?lang=&edition=full","pubTime":"2021-08-02 19:37","market":"us","language":"en","title":"Square, Afterpay, Alibaba, Parker-Hannifin, Zoom Video - 5 Things You Must Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1148493066","media":"The Street","summary":"Stock futures rise with solid corporate earnings lifting equities as Wall Street prepares for the fi","content":"<blockquote>\n Stock futures rise with solid corporate earnings lifting equities as Wall Street prepares for the first trading of August; <a href=\"https://laohu8.com/S/SQ\">Square</a> will buy Australia's Afterpay for $29 billion; Parker-Hannifin to buy U.K. rival Meggitt for $8.8 billion.\n</blockquote>\n<p>Here are five things you must know for Monday, Aug. 2:</p>\n<p><b>1. Stock Futures Rise as Wall Street Begins <a href=\"https://laohu8.com/S/NGD\">New</a> Trading Month</b></p>\n<p>Stock futures rose Monday with solid corporate earnings lifting equities as Wall Street prepares for the first trading of August.</p>\n<p>Contracts linked to the Dow Jones Industrial Average were up 187 points, S&amp;P 500 futures gained 27 points and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> futures rose 86 points.</p>\n<p>The yield on the benchmark 10-year Treasury was down slightly Monday, falling to 1.234%.</p>\n<p>Stocks fell Friday and for the weekbut closed July with their sixth straight month of gains. The S&amp;P 500 fell 0.4% last week but rose 2.3% for the month.</p>\n<p>Markets were led lower Friday by Amazon&nbsp;(<b>AMZN</b>) , which dropped 7.56% after revenue at the tech giant and online retailer disappointed, and&nbsp;U.S. second-quarter gross domestic product that rose 6.5% on annualized basis, less than forecasts.</p>\n<p><i>Amazon is a holding in Jim Cramer'sAction Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells AMZN?Learn more now.</i></p>\n<p>Sentiment was boosted by a&nbsp;$550 billion infrastructure package moving closer to passage in the Senate this week. But market optimism was kept in check by worries over the pace of the economic recovery amid the spreading delta virus strain.</p>\n<p>The U.S. jobs report for July will be released Friday.</p>\n<p><b>2. This Week's Calendar: <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Earnings, U.S. Jobs Report</b></p>\n<p>Earnings reports are expected Monday from&nbsp;NXP Semiconductors&nbsp;(<b>NXPI</b>) , <a href=\"https://laohu8.com/S/SPG\">Simon Property</a>&nbsp;(<b>SPG</b>) , Ferrari&nbsp;(<b>RACE</b>) ,&nbsp;<a href=\"https://laohu8.com/S/TTWO\">Take-Two</a> Interactive Software&nbsp;(<b>TTWO</b>) and&nbsp;<a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a> Technologies&nbsp;(<b>SEDG</b>) .</p>\n<p>Reports are expected later in the week from&nbsp;<a href=\"https://laohu8.com/S/09988\">Alibaba</a>&nbsp;(<b>BABA</b>) , Eli Lilly&nbsp;(<b>LLY</b>) ,&nbsp; NIO&nbsp;(<b>NIO</b>) , <a href=\"https://laohu8.com/S/AMGN\">Amgen</a>&nbsp;(<b>AMGN</b>) ,&nbsp;<a href=\"https://laohu8.com/S/CVS\">CVS Health</a>&nbsp;(<b>CVS</b>) , <a href=\"https://laohu8.com/S/GM\">General Motors</a>&nbsp;(<b>GM</b>) , <a href=\"https://laohu8.com/S/UBER\">Uber</a>&nbsp;(<b>UBER</b>) ,&nbsp;Roku&nbsp;(<b>ROKU</b>) ,&nbsp;<a href=\"https://laohu8.com/S/EA\">Electronic Arts</a>&nbsp;(<b>EA</b>) ,&nbsp;ViacomCBS&nbsp;(<b>VIACA</b>) ,&nbsp;Moderna&nbsp;(<b>MRNA</b>) , <a href=\"https://laohu8.com/S/FEYE\">FireEye</a>&nbsp;(<b>FEYE</b>) and <a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>&nbsp;(<b>SPCE</b>) .</p>\n<p>Theeconomic calendarin the U.S. Monday includes&nbsp;Markit Manufacturing PMI (final) for July at 9:45 a.m. ET, ISM&nbsp;Manufacturing Index for July at 10 a.m. and Construction Spending for June at 10 a.m.</p>\n<p>The end of the week will see the release of the U.S. jobs report for July, the most closely watched economic indicator of any month.&nbsp;Economic reports on construction spending, factory orders and durable goods orders also are expected during the week.</p>\n<p><b>3. Square to Pay $29 Billion for Australia's Afterpay</b></p>\n<p>Square&nbsp;(<b>SQ</b>) agreed to pay $29 billion to acquire Australia's&nbsp;Afterpay, a&nbsp;buy-now, pay-later company.</p>\n<p>The&nbsp;all-stock deal is Square's largest-ever acquisition.</p>\n<p>Square said Afterpay's&nbsp;buy-now, pay-later concept is an alternative to traditional credit and appeals to younger consumers.</p>\n<p>In a statement,Squaresaid it plans to integrate Afterpay into its existing Seller product for small businesses and its Cash App.</p>\n<p>“Square and Afterpay have a shared purpose,” said Jack Dorsey, Square’s CEO. “We built our business to make the financial system more fair, accessible, and inclusive, and Afterpay has built a trusted brand aligned with those principles.”</p>\n<p>Square also posted second-quarter adjusted earnings of 66 cents a share, rising from 18 cents a year earlier and higher than analysts' forecasts of 31 cents.</p>\n<p>Gross profit in the quarter was $1.14 billion, up 91% from a year earlier. Gross profit from Square's Cash App was $546 million.</p>\n<p>Shares of Square fell 3.18% in premarket trading to $239.40.</p>\n<p><b>4. Parker-Hannifin to Buy U.K. Rival Meggitt for $8.8 Billion</b></p>\n<p>Parker-Hannifin&nbsp;(<b>PH</b>) , the U.S. maker of&nbsp;motion and control technologies and systems,&nbsp;reached an agreement to buy&nbsp;British engineer Meggitt for 6.3 billion pounds ($8.8 billion) in cash to boost its aerospace operations.</p>\n<p>The deal for Meggitt, which specializes in the aerospace, defense and energy markets, would be the biggest ever for&nbsp;Parker-Hannifin.</p>\n<p>Parker-Hannifin is acquiring Meggitt just as the aviation industry begins rebounding from a severe downturn suffered during the COVID-19 pandemic.</p>\n<p>The acquisition of Meggitt nearly doubles the size of Parker-Hannifin's aerospace systems segment, the company said in a regulatory statement.</p>\n<p>Parker-Hannifin declined 0.97% to $309 in premarket trading Monday.</p>\n<p><b>5. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Settles $85 Million Data Privacy Lawsuit</b></p>\n<p>Zoom Video <a href=\"https://laohu8.com/S/JCS\">Communications</a>&nbsp;(<b>ZM</b>) reached a preliminary settlement on a user privacy lawsuit,agreeing to pay $85 million and improve its security and privacy practices.</p>\n<p>The proposed settlement would resolve a class actionlawsuit filed in April 2020in the U.S. District Court for the <a href=\"https://laohu8.com/S/NTRSP\">Northern</a> District of California alleging that Zoom Video violated user privacy rights by sharing personal data with <a href=\"https://laohu8.com/S/FB\">Facebook</a>&nbsp;(<b>FB</b>) ,&nbsp; <a href=\"https://laohu8.com/S/LNKD\">LinkedIn</a> and <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>-owned Google&nbsp;(<b>GOOGL</b>) , as well as allowing the practice of Zoombombing during Zoom meetings.</p>\n<p>Zoombombing is when hackers disturb Zoom meetings through displays of pornography, inappropriate language or other undesirable content.</p>\n<p>Under the settlement, subscribers would be entitled to 15% refunds on their subscriptions or $25, whichever is larger. Other people who are ineligible to submit a subscription claim would receive $15. The San Jose company also agreed to various security measures to protect users' privacy.</p>","source":"lsy1610613172068","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>Square, Afterpay, Alibaba, Parker-Hannifin, Zoom Video - 5 Things You Must Know</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\">\nSquare, Afterpay, Alibaba, Parker-Hannifin, Zoom Video - 5 Things You Must Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 19:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/markets/5-things-you-must-know-before-market-opens-monday-080221><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures rise with solid corporate earnings lifting equities as Wall Street prepares for the first trading of August; Square will buy Australia's Afterpay for $29 billion; Parker-Hannifin to buy ...</p>\n\n<a href=\"https://www.thestreet.com/markets/5-things-you-must-know-before-market-opens-monday-080221\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","SPY":"标普500ETF","SQ":"Block","PH":"汉尼汾",".DJI":"道琼斯","BABA":"阿里巴巴",".IXIC":"NASDAQ Composite","ZM":"Zoom",".SPX":"S&P 500 Index"},"source_url":"https://www.thestreet.com/markets/5-things-you-must-know-before-market-opens-monday-080221","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148493066","content_text":"Stock futures rise with solid corporate earnings lifting equities as Wall Street prepares for the first trading of August; Square will buy Australia's Afterpay for $29 billion; Parker-Hannifin to buy U.K. rival Meggitt for $8.8 billion.\n\nHere are five things you must know for Monday, Aug. 2:\n1. Stock Futures Rise as Wall Street Begins New Trading Month\nStock futures rose Monday with solid corporate earnings lifting equities as Wall Street prepares for the first trading of August.\nContracts linked to the Dow Jones Industrial Average were up 187 points, S&P 500 futures gained 27 points and Nasdaq futures rose 86 points.\nThe yield on the benchmark 10-year Treasury was down slightly Monday, falling to 1.234%.\nStocks fell Friday and for the weekbut closed July with their sixth straight month of gains. The S&P 500 fell 0.4% last week but rose 2.3% for the month.\nMarkets were led lower Friday by Amazon (AMZN) , which dropped 7.56% after revenue at the tech giant and online retailer disappointed, and U.S. second-quarter gross domestic product that rose 6.5% on annualized basis, less than forecasts.\nAmazon is a holding in Jim Cramer'sAction Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells AMZN?Learn more now.\nSentiment was boosted by a $550 billion infrastructure package moving closer to passage in the Senate this week. But market optimism was kept in check by worries over the pace of the economic recovery amid the spreading delta virus strain.\nThe U.S. jobs report for July will be released Friday.\n2. This Week's Calendar: Alibaba Earnings, U.S. Jobs Report\nEarnings reports are expected Monday from NXP Semiconductors (NXPI) , Simon Property (SPG) , Ferrari (RACE) , Take-Two Interactive Software (TTWO) and SolarEdge Technologies (SEDG) .\nReports are expected later in the week from Alibaba (BABA) , Eli Lilly (LLY) ,  NIO (NIO) , Amgen (AMGN) , CVS Health (CVS) , General Motors (GM) , Uber (UBER) , Roku (ROKU) , Electronic Arts (EA) , ViacomCBS (VIACA) , Moderna (MRNA) , FireEye (FEYE) and Virgin Galactic (SPCE) .\nTheeconomic calendarin the U.S. Monday includes Markit Manufacturing PMI (final) for July at 9:45 a.m. ET, ISM Manufacturing Index for July at 10 a.m. and Construction Spending for June at 10 a.m.\nThe end of the week will see the release of the U.S. jobs report for July, the most closely watched economic indicator of any month. Economic reports on construction spending, factory orders and durable goods orders also are expected during the week.\n3. Square to Pay $29 Billion for Australia's Afterpay\nSquare (SQ) agreed to pay $29 billion to acquire Australia's Afterpay, a buy-now, pay-later company.\nThe all-stock deal is Square's largest-ever acquisition.\nSquare said Afterpay's buy-now, pay-later concept is an alternative to traditional credit and appeals to younger consumers.\nIn a statement,Squaresaid it plans to integrate Afterpay into its existing Seller product for small businesses and its Cash App.\n“Square and Afterpay have a shared purpose,” said Jack Dorsey, Square’s CEO. “We built our business to make the financial system more fair, accessible, and inclusive, and Afterpay has built a trusted brand aligned with those principles.”\nSquare also posted second-quarter adjusted earnings of 66 cents a share, rising from 18 cents a year earlier and higher than analysts' forecasts of 31 cents.\nGross profit in the quarter was $1.14 billion, up 91% from a year earlier. Gross profit from Square's Cash App was $546 million.\nShares of Square fell 3.18% in premarket trading to $239.40.\n4. Parker-Hannifin to Buy U.K. Rival Meggitt for $8.8 Billion\nParker-Hannifin (PH) , the U.S. maker of motion and control technologies and systems, reached an agreement to buy British engineer Meggitt for 6.3 billion pounds ($8.8 billion) in cash to boost its aerospace operations.\nThe deal for Meggitt, which specializes in the aerospace, defense and energy markets, would be the biggest ever for Parker-Hannifin.\nParker-Hannifin is acquiring Meggitt just as the aviation industry begins rebounding from a severe downturn suffered during the COVID-19 pandemic.\nThe acquisition of Meggitt nearly doubles the size of Parker-Hannifin's aerospace systems segment, the company said in a regulatory statement.\nParker-Hannifin declined 0.97% to $309 in premarket trading Monday.\n5. Zoom Video Settles $85 Million Data Privacy Lawsuit\nZoom Video Communications (ZM) reached a preliminary settlement on a user privacy lawsuit,agreeing to pay $85 million and improve its security and privacy practices.\nThe proposed settlement would resolve a class actionlawsuit filed in April 2020in the U.S. District Court for the Northern District of California alleging that Zoom Video violated user privacy rights by sharing personal data with Facebook (FB) ,  LinkedIn and Alphabet-owned Google (GOOGL) , as well as allowing the practice of Zoombombing during Zoom meetings.\nZoombombing is when hackers disturb Zoom meetings through displays of pornography, inappropriate language or other undesirable content.\nUnder the settlement, subscribers would be entitled to 15% refunds on their subscriptions or $25, whichever is larger. Other people who are ineligible to submit a subscription claim would receive $15. The San Jose company also agreed to various security measures to protect users' privacy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174595681,"gmtCreate":1627108602343,"gmtModify":1633767871578,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174595681","repostId":"1151500518","repostType":4,"repost":{"id":"1151500518","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":1627092269,"share":"https://www.laohu8.com/m/news/1151500518?lang=&edition=full","pubTime":"2021-07-24 10:04","market":"us","language":"en","title":"Tencent was ordered to remove the exclusive copyright of online music","url":"https://stock-news.laohu8.com/highlight/detail?id=1151500518","media":"Tiger Newspress","summary":"The China market supervision administration made an administrative punishment decision according to ","content":"<p>The China market supervision administration made an administrative punishment decision according to law, ordering Tencent and its affiliated companies to take measures to restore the state of market competition, such as canceling the exclusive music copyright within 30 days, stopping the payment of copyright fees such as high prepayment, and not requiring the upstream copyright party to give conditions superior to its competitors without justified reasons. Tencent will report the performance of its obligations to the State Administration of market supervision every year within three years, and the State Administration of market supervision will strictly supervise its implementation according to law.</p>\n<p>This case is the first case in which necessary measures have been taken to restore the state of market competition for the illegal implementation of business concentration since the implementation of China's anti-monopoly law.</p>\n<p>Tencent responded that the company will seriously abide by the decision, strictly implement the regulatory requirements, operate in accordance with the law, earnestly fulfill its social responsibility and maintain benign competition in the market. Tencent will take full responsibility, formulate rectification measures and plans with Tencent music and other affiliated companies within the specified time limit, and complete them completely in accordance with the requirements of the punishment decision to ensure that the rectification is in place.</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>Tencent was ordered to remove the exclusive copyright of online music</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\">\nTencent was ordered to remove the exclusive copyright of online music\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-24 10:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The China market supervision administration made an administrative punishment decision according to law, ordering Tencent and its affiliated companies to take measures to restore the state of market competition, such as canceling the exclusive music copyright within 30 days, stopping the payment of copyright fees such as high prepayment, and not requiring the upstream copyright party to give conditions superior to its competitors without justified reasons. Tencent will report the performance of its obligations to the State Administration of market supervision every year within three years, and the State Administration of market supervision will strictly supervise its implementation according to law.</p>\n<p>This case is the first case in which necessary measures have been taken to restore the state of market competition for the illegal implementation of business concentration since the implementation of China's anti-monopoly law.</p>\n<p>Tencent responded that the company will seriously abide by the decision, strictly implement the regulatory requirements, operate in accordance with the law, earnestly fulfill its social responsibility and maintain benign competition in the market. Tencent will take full responsibility, formulate rectification measures and plans with Tencent music and other affiliated companies within the specified time limit, and complete them completely in accordance with the requirements of the punishment decision to ensure that the rectification is in place.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","TME":"腾讯音乐"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151500518","content_text":"The China market supervision administration made an administrative punishment decision according to law, ordering Tencent and its affiliated companies to take measures to restore the state of market competition, such as canceling the exclusive music copyright within 30 days, stopping the payment of copyright fees such as high prepayment, and not requiring the upstream copyright party to give conditions superior to its competitors without justified reasons. Tencent will report the performance of its obligations to the State Administration of market supervision every year within three years, and the State Administration of market supervision will strictly supervise its implementation according to law.\nThis case is the first case in which necessary measures have been taken to restore the state of market competition for the illegal implementation of business concentration since the implementation of China's anti-monopoly law.\nTencent responded that the company will seriously abide by the decision, strictly implement the regulatory requirements, operate in accordance with the law, earnestly fulfill its social responsibility and maintain benign competition in the market. Tencent will take full responsibility, formulate rectification measures and plans with Tencent music and other affiliated companies within the specified time limit, and complete them completely in accordance with the requirements of the punishment decision to ensure that the rectification is in place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897098204,"gmtCreate":1628861953408,"gmtModify":1633688931585,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897098204","repostId":"1141206470","repostType":4,"repost":{"id":"1141206470","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":1628861824,"share":"https://www.laohu8.com/m/news/1141206470?lang=&edition=full","pubTime":"2021-08-13 21:37","market":"us","language":"en","title":"BioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1141206470","media":"Tiger Newspress","summary":"BioNTech and Moderna stocks were up in early trading following the FDA authorizing Covid-19 booster ","content":"<p>BioNTech&nbsp;and Moderna&nbsp;stocks were up in&nbsp;early&nbsp;trading following the FDA authorizing Covid-19 booster shots for people with weak immunity.</p>\n<p>BioNTech was up 3% and Moderna gained 3%, while Pfizer&nbsp;, which has jointly developed the two-dose mRNA vaccine with BioNTech, was up 2%.</p>\n<p><img src=\"https://static.tigerbbs.com/18d1d9877f2ba36a61eaf23f41b8914f\" tg-width=\"898\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>Late on Thursday, the U.S. Food and Drug Administration&nbsp;authorized a booster doseof vaccines from Pfizer Inc(PFE.N)and Moderna Inc(MRNA.O)for people with compromised immune systems.</p>\n<p>Pfizer, along with its German partner BioNTech , and Moderna have together locked up over $60 billion in sales of the shots just in 2021 and 2022. The agreements include supply of the initial two doses of their vaccines as well as billions of dollars in potential boosters for wealthy nations.</p>\n<p>Going forward, analysts have forecast revenue of over $6.6 billion for the Pfizer/BioNTech shot and $7.6 billion for Moderna in 2023, mostly from booster sales. They eventually see the annual market settling at around $5 billion or higher, with additional drugmakers competing for those sales.</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>BioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity</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\">\nBioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-13 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BioNTech&nbsp;and Moderna&nbsp;stocks were up in&nbsp;early&nbsp;trading following the FDA authorizing Covid-19 booster shots for people with weak immunity.</p>\n<p>BioNTech was up 3% and Moderna gained 3%, while Pfizer&nbsp;, which has jointly developed the two-dose mRNA vaccine with BioNTech, was up 2%.</p>\n<p><img src=\"https://static.tigerbbs.com/18d1d9877f2ba36a61eaf23f41b8914f\" tg-width=\"898\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>Late on Thursday, the U.S. Food and Drug Administration&nbsp;authorized a booster doseof vaccines from Pfizer Inc(PFE.N)and Moderna Inc(MRNA.O)for people with compromised immune systems.</p>\n<p>Pfizer, along with its German partner BioNTech , and Moderna have together locked up over $60 billion in sales of the shots just in 2021 and 2022. The agreements include supply of the initial two doses of their vaccines as well as billions of dollars in potential boosters for wealthy nations.</p>\n<p>Going forward, analysts have forecast revenue of over $6.6 billion for the Pfizer/BioNTech shot and $7.6 billion for Moderna in 2023, mostly from booster sales. They eventually see the annual market settling at around $5 billion or higher, with additional drugmakers competing for those sales.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141206470","content_text":"BioNTech and Moderna stocks were up in early trading following the FDA authorizing Covid-19 booster shots for people with weak immunity.\nBioNTech was up 3% and Moderna gained 3%, while Pfizer , which has jointly developed the two-dose mRNA vaccine with BioNTech, was up 2%.\n\nLate on Thursday, the U.S. Food and Drug Administration authorized a booster doseof vaccines from Pfizer Inc(PFE.N)and Moderna Inc(MRNA.O)for people with compromised immune systems.\nPfizer, along with its German partner BioNTech , and Moderna have together locked up over $60 billion in sales of the shots just in 2021 and 2022. The agreements include supply of the initial two doses of their vaccines as well as billions of dollars in potential boosters for wealthy nations.\nGoing forward, analysts have forecast revenue of over $6.6 billion for the Pfizer/BioNTech shot and $7.6 billion for Moderna in 2023, mostly from booster sales. They eventually see the annual market settling at around $5 billion or higher, with additional drugmakers competing for those sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805731318,"gmtCreate":1627905665834,"gmtModify":1633755441927,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805731318","repostId":"1196763976","repostType":4,"repost":{"id":"1196763976","kind":"news","pubTimestamp":1627903466,"share":"https://www.laohu8.com/m/news/1196763976?lang=&edition=full","pubTime":"2021-08-02 19:24","market":"us","language":"en","title":"When Will Stocks Drop? Watch Profit Margins (and Get Nervous)","url":"https://stock-news.laohu8.com/highlight/detail?id=1196763976","media":"Bloomberg","summary":"The evidence is mounting that companies are having a harder time passing off cost increases to their","content":"<blockquote>\n The evidence is mounting that companies are having a harder time passing off cost&nbsp;increases to their customers.\n</blockquote>\n<p>Want to know where the S&amp;P 500 Index may be headed after reaching another record high? Take a look at profit margins.</p>\n<p>Operating margin forecasts are a strong leading indicator of stock prices. A decline in such outlooks preceded routs in the S&amp;P 500 in 2011, 2015, 2018 and 2020. What’s concerning now is that analysts have stopped raising their forecasts, and if they begin to lower them, it's likely to lead to a dip in the broader market again. And it’s not like there’s a lot of room for further improvement in margins, defined as earnings before interest and taxes divided by sales. The consensus among analysts is that they will expand to 16.7% over the next 12 months, topping the previous record of 16.4% set in 2018.</p>\n<p>The relationship between S&amp;P 500 profitability and inflation indicators is murky at best, but recent spikes in the producer price index and a smaller increase in the consumer price index is enough to raise a caution flag for equity margin expansion potential for the next few quarters. At its peak in April, the PPI rose 9.5% from a year earlier, almost 3 standard deviations above its average over the past 30 years. (It rose 9.4% in June.) From 2010 to 2019, the median estimate of where operating margins would be 12 months into the future for S&amp;P 500 members were negatively correlated to changes in PPI. The current coefficient of minus 0.22 suggests gains in corporate profitability are likely to stall or even fall as producer prices continue to rise.</p>\n<p><b>Watch Those Margins</b></p>\n<p>Past dips in forecasted profit margins have lined up with pull-backs in equities.</p>\n<p><img src=\"https://static.tigerbbs.com/2dbda2c0b9394d518fdc8af7d693c8f3\" tg-width=\"644\" tg-height=\"283\" width=\"100%\" height=\"auto\">The difference between the PPI and CPI suggests companies are unable to pass cost increases on to consumers. The spread between the two fell to a record low of minus 5.3 percentage points in April, and is still strongly inverted at minus 4.1 percentage points. Over the last 30 years, the operating margin for the S&amp;P 500 narrowed 6.5 percentage points on average one year after the gap fell below minus 2 percentage points. Not only that, but in the year after the spread breached minus 2 percentage points, the S&amp;P fell 2.5% on average.</p>\n<p>Analysts are getting nervous. They have cut their margin estimates for a quarter of S&amp;P 500 members in the last three months. Their stocks were down 0.63%, compared with a gain of 2.20% for the index and a 3.30% increase for companies with rising margin forecasts. Slicing the index into quintiles based on changes in operating margin shows that companies with the largest declines had a median stock-price decline of 0.5%, versus a gain of 3.9% for those with the greatest expansion in consensus estimates.</p>\n<p>Industries with the most negative margin pressures are likely to be those that investors historically consider “defensive,” such as health care, utilities and consumer staples. Large companies involved in pharmaceuticals, biotechnology and life sciences, household and personal products, and utilities have historically fared worst when producer prices outrun consumer prices, and these are where margin forecasts gave dropped the most over the last three months. Margins forecasts continue to rise for the more cyclically-oriented segments of the equity market, with media, consumer services, transportation and oil and gas industries having the largest gains.</p>\n<p><b>Winners and Losers</b></p>\n<p>Cyclically-oriented sectors are relatively immune from broad profit margin compression.</p>\n<p><img src=\"https://static.tigerbbs.com/884366efc825eccec2878fcd4b3f0912\" tg-width=\"640\" tg-height=\"533\" width=\"100%\" height=\"auto\">Though consensus expectations imply smooth sailing, companies are set up for a more challenging margin outlook as revenue growth rates likely fade, but inflation pressures remain relatively high given persistent uncertainty in the supply chain. Against this backdrop, currently selective industry margin weaknesses may start to spread to more industries, resulting in degradation of margin forecasts for the index at large. Given these estimates are a strong strong leading indicator of stock-price direction, margin trends may be a critical risk to the equity market in the months ahead.</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>When Will Stocks Drop? Watch Profit Margins (and Get Nervous)</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\">\nWhen Will Stocks Drop? Watch Profit Margins (and Get Nervous)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-08-02/stock-market-margin-mayhem-looms-large-over-bull-market?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The evidence is mounting that companies are having a harder time passing off cost increases to their customers.\n\nWant to know where the S&P 500 Index may be headed after reaching another record high? ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-08-02/stock-market-margin-mayhem-looms-large-over-bull-market?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":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-08-02/stock-market-margin-mayhem-looms-large-over-bull-market?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196763976","content_text":"The evidence is mounting that companies are having a harder time passing off cost increases to their customers.\n\nWant to know where the S&P 500 Index may be headed after reaching another record high? Take a look at profit margins.\nOperating margin forecasts are a strong leading indicator of stock prices. A decline in such outlooks preceded routs in the S&P 500 in 2011, 2015, 2018 and 2020. What’s concerning now is that analysts have stopped raising their forecasts, and if they begin to lower them, it's likely to lead to a dip in the broader market again. And it’s not like there’s a lot of room for further improvement in margins, defined as earnings before interest and taxes divided by sales. The consensus among analysts is that they will expand to 16.7% over the next 12 months, topping the previous record of 16.4% set in 2018.\nThe relationship between S&P 500 profitability and inflation indicators is murky at best, but recent spikes in the producer price index and a smaller increase in the consumer price index is enough to raise a caution flag for equity margin expansion potential for the next few quarters. At its peak in April, the PPI rose 9.5% from a year earlier, almost 3 standard deviations above its average over the past 30 years. (It rose 9.4% in June.) From 2010 to 2019, the median estimate of where operating margins would be 12 months into the future for S&P 500 members were negatively correlated to changes in PPI. The current coefficient of minus 0.22 suggests gains in corporate profitability are likely to stall or even fall as producer prices continue to rise.\nWatch Those Margins\nPast dips in forecasted profit margins have lined up with pull-backs in equities.\nThe difference between the PPI and CPI suggests companies are unable to pass cost increases on to consumers. The spread between the two fell to a record low of minus 5.3 percentage points in April, and is still strongly inverted at minus 4.1 percentage points. Over the last 30 years, the operating margin for the S&P 500 narrowed 6.5 percentage points on average one year after the gap fell below minus 2 percentage points. Not only that, but in the year after the spread breached minus 2 percentage points, the S&P fell 2.5% on average.\nAnalysts are getting nervous. They have cut their margin estimates for a quarter of S&P 500 members in the last three months. Their stocks were down 0.63%, compared with a gain of 2.20% for the index and a 3.30% increase for companies with rising margin forecasts. Slicing the index into quintiles based on changes in operating margin shows that companies with the largest declines had a median stock-price decline of 0.5%, versus a gain of 3.9% for those with the greatest expansion in consensus estimates.\nIndustries with the most negative margin pressures are likely to be those that investors historically consider “defensive,” such as health care, utilities and consumer staples. Large companies involved in pharmaceuticals, biotechnology and life sciences, household and personal products, and utilities have historically fared worst when producer prices outrun consumer prices, and these are where margin forecasts gave dropped the most over the last three months. Margins forecasts continue to rise for the more cyclically-oriented segments of the equity market, with media, consumer services, transportation and oil and gas industries having the largest gains.\nWinners and Losers\nCyclically-oriented sectors are relatively immune from broad profit margin compression.\nThough consensus expectations imply smooth sailing, companies are set up for a more challenging margin outlook as revenue growth rates likely fade, but inflation pressures remain relatively high given persistent uncertainty in the supply chain. Against this backdrop, currently selective industry margin weaknesses may start to spread to more industries, resulting in degradation of margin forecasts for the index at large. Given these estimates are a strong strong leading indicator of stock-price direction, margin trends may be a critical risk to the equity market in the months ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177608552,"gmtCreate":1627203655976,"gmtModify":1633767180478,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177608552","repostId":"1153219140","repostType":4,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892243231,"gmtCreate":1628667928723,"gmtModify":1633745253076,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892243231","repostId":"2158475046","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177608765,"gmtCreate":1627203673157,"gmtModify":1633767180232,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177608765","repostId":"1115106146","repostType":4,"repost":{"id":"1115106146","kind":"news","pubTimestamp":1627182277,"share":"https://www.laohu8.com/m/news/1115106146?lang=&edition=full","pubTime":"2021-07-25 11:04","market":"us","language":"en","title":"Will Netflix Be a Trillion-Dollar Stock by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115106146","media":"Motley Fool","summary":"Will the streaming leader join the 12-zero club within the next decade?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Netflix is the FAANG stock with the smallest market cap.</li>\n <li>It will face tough competition over the next decade.</li>\n <li>Its chances of joining the trillion-dollar club by 2030 are slim.</li>\n</ul>\n<p><b>Netflix</b>(NASDAQ:NFLX)represents the \"N\" in the FAANG cohort of top tech companies, which also include&nbsp;<b>Facebook</b>,<b>Amazon</b>,<b>Apple</b>, and Google's parent company&nbsp;<b>Alphabet</b>.</p>\n<p>But with a market cap of $236 billion, Netflix is also much smaller than its four FAANG peers. Apple is worth more than $2 trillion, Amazon and Alphabet are both worth over $1 trillion, and Facebook has a market cap of $955 billion. Could Netflix also join the 12-zero club within the next ten years?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68592db9e2c6f47c122855a95129a4c\" tg-width=\"2000\" tg-height=\"1095\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NETFLIX.</span></p>\n<p><b>The story thus far...</b></p>\n<p>Netflix has reinvented itself several times since it was founded in 1997. It initially offered DVD rentals by mail, then expanded that model into a subscription service, and accumulated five million members by 2006.</p>\n<p>Netflix launched its first streaming platform in 2007, which was subsequently offered on gaming consoles, set-top boxes, and Blu-ray players. It also launched its service internationally.</p>\n<p>That expansion boosted Netflix's audience to 25 million members by 2012. A year later it launched its first slate of original shows -- including&nbsp;<i>Orange is the New Blac</i>k,<i>House of Cards</i>, and&nbsp;<i>Hemlock Grove</i>-- to lock in its subscribers and reduce its dependence on licensed content.</p>\n<p>Netflix hit 50 million members in 2014, 100 million members in 2017, and 209.2 million members in its latest quarter. That massive audience makes it the world's largest paid video streaming platform.</p>\n<p>Between 2010 and 2020, Netflix's annual revenue rose from $2.16 billion to $25.0 billion. Its net income surged from $161 million to $2.76 billion.</p>\n<p><b>The challenges ahead...</b></p>\n<p>Netflix still enjoys a first-mover's advantage in premium streaming videos, but it currently faces a growing list of formidable competitors. The biggest threat is&nbsp;<b>Disney</b>(NYSE:DIS), which owns a massive portfolio of first-party content and offers its services at lower prices than Netflix.</p>\n<p>Disney+, the company's flagship platform, has already accumulated nearly 104 million subscribers since its launch in late 2019. By comparison, it took Netflix's streaming platform<i>ten years</i>to hit 100 million subscribers. Disney expects Disney+ to reach 230 million to 260 million subscribers by the end of fiscal 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63d16de9232c81308fb95b1bfeeab68e\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>Disney also owns Hulu and ESPN+, which served 41.6 million and 13.8 million subscribers, respectively, last quarter. Hulu hosts more mature content than Disney+, while ESPN+ streams live sports -- a frequently requested feature that Netflix still doesn't offer.</p>\n<p>Other challengers include Amazon's Prime Video,<b>AT&amp;T</b>'s HBO Max, Apple TV+, and stand-alone streaming services from traditional TV networks. This ongoing fragmentation of the streaming market could limit Netflix's pricing power, make it more difficult to gain new subscribers, and force it to spend even more money on expensive original shows and movies to retain its existing audience.</p>\n<p>Netflix has already been exploring new ways to differentiate its platform. It's licensing more anime content and expanding its children's programming, and it even launched an&nbsp;online store&nbsp;to sell tie-in merchandise. It's also planning to expand into&nbsp;video games&nbsp;by offering free mobile games to subscribers.</p>\n<p><b>The road to $1 trillion</b></p>\n<p>Netflix's stock has rallied about 1,200% over the past decade. But to cross the $1 trillion mark, it needs to more than quadruple in value.</p>\n<p>Analysts expect Netflix's revenue to rise 19% to $29.7 billion this year, then grow 15% to $34.2 billion next year. Netflix's growth will likely decelerate afterwards, for two simple reasons: It's saturating its developed markets like the U.S., and it faces too much competition around the world.</p>\n<p>But let's assume Netflix continues to roll out compelling original content, locks in more users with niche content like anime, and expands its digital ecosystem with video games and online merchandise.</p>\n<p>If Netflix's revenue growth meets analysts' expectations for the next two years and continues growing at an average rate of 10% from 2023 to 2030, it could generate $73.3 billion in annual revenue by the final year. If Netflix is still trading at about eight times sales, it would be worth nearly $600 billion.</p>\n<p>If Netflix grows it revenue at an average rate of 15% from 2023 to 2020, it would generate $104.6 billion in annual revenue by the final year. At eight times sales, it would still fall short of the $1 trillion mark.</p>\n<p>But Netflix's&nbsp;price-to-sales&nbsp;ratio will likely decline if investors think its high-growth days are over, which would result in much lower market caps. Investors should take a look at Netflix's Chinese counterpart&nbsp;<b>iQiyi</b>, which trades at just two times this year's sales and about 30% below its IPO price, to see what happens when a high-growth streaming video platform&nbsp;loses its momentum.</p>\n<p><b>The key takeaways</b></p>\n<p>Netflix's growth over the past decade has been stellar, but much of its success can be attributed to its first-mover's advantage in the streaming market. However, that advantage will likely fade over the next decade as competitors like Disney carve up the market. Netflix should keep growing over the next decade, but its chances of joining its&nbsp;FAANG peers&nbsp;in the trillion-dollar club by 2030 are slim.</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>Will Netflix Be a Trillion-Dollar Stock by 2030?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Netflix Be a Trillion-Dollar Stock by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNetflix is the FAANG stock with the smallest market cap.\nIt will face tough competition over the next decade.\nIts chances of joining the trillion-dollar club by 2030 are slim.\n\nNetflix(...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/\">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.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115106146","content_text":"Key Points\n\nNetflix is the FAANG stock with the smallest market cap.\nIt will face tough competition over the next decade.\nIts chances of joining the trillion-dollar club by 2030 are slim.\n\nNetflix(NASDAQ:NFLX)represents the \"N\" in the FAANG cohort of top tech companies, which also include Facebook,Amazon,Apple, and Google's parent company Alphabet.\nBut with a market cap of $236 billion, Netflix is also much smaller than its four FAANG peers. Apple is worth more than $2 trillion, Amazon and Alphabet are both worth over $1 trillion, and Facebook has a market cap of $955 billion. Could Netflix also join the 12-zero club within the next ten years?\nIMAGE SOURCE: NETFLIX.\nThe story thus far...\nNetflix has reinvented itself several times since it was founded in 1997. It initially offered DVD rentals by mail, then expanded that model into a subscription service, and accumulated five million members by 2006.\nNetflix launched its first streaming platform in 2007, which was subsequently offered on gaming consoles, set-top boxes, and Blu-ray players. It also launched its service internationally.\nThat expansion boosted Netflix's audience to 25 million members by 2012. A year later it launched its first slate of original shows -- including Orange is the New Black,House of Cards, and Hemlock Grove-- to lock in its subscribers and reduce its dependence on licensed content.\nNetflix hit 50 million members in 2014, 100 million members in 2017, and 209.2 million members in its latest quarter. That massive audience makes it the world's largest paid video streaming platform.\nBetween 2010 and 2020, Netflix's annual revenue rose from $2.16 billion to $25.0 billion. Its net income surged from $161 million to $2.76 billion.\nThe challenges ahead...\nNetflix still enjoys a first-mover's advantage in premium streaming videos, but it currently faces a growing list of formidable competitors. The biggest threat is Disney(NYSE:DIS), which owns a massive portfolio of first-party content and offers its services at lower prices than Netflix.\nDisney+, the company's flagship platform, has already accumulated nearly 104 million subscribers since its launch in late 2019. By comparison, it took Netflix's streaming platformten yearsto hit 100 million subscribers. Disney expects Disney+ to reach 230 million to 260 million subscribers by the end of fiscal 2024.\nIMAGE SOURCE: GETTY IMAGES.\nDisney also owns Hulu and ESPN+, which served 41.6 million and 13.8 million subscribers, respectively, last quarter. Hulu hosts more mature content than Disney+, while ESPN+ streams live sports -- a frequently requested feature that Netflix still doesn't offer.\nOther challengers include Amazon's Prime Video,AT&T's HBO Max, Apple TV+, and stand-alone streaming services from traditional TV networks. This ongoing fragmentation of the streaming market could limit Netflix's pricing power, make it more difficult to gain new subscribers, and force it to spend even more money on expensive original shows and movies to retain its existing audience.\nNetflix has already been exploring new ways to differentiate its platform. It's licensing more anime content and expanding its children's programming, and it even launched an online store to sell tie-in merchandise. It's also planning to expand into video games by offering free mobile games to subscribers.\nThe road to $1 trillion\nNetflix's stock has rallied about 1,200% over the past decade. But to cross the $1 trillion mark, it needs to more than quadruple in value.\nAnalysts expect Netflix's revenue to rise 19% to $29.7 billion this year, then grow 15% to $34.2 billion next year. Netflix's growth will likely decelerate afterwards, for two simple reasons: It's saturating its developed markets like the U.S., and it faces too much competition around the world.\nBut let's assume Netflix continues to roll out compelling original content, locks in more users with niche content like anime, and expands its digital ecosystem with video games and online merchandise.\nIf Netflix's revenue growth meets analysts' expectations for the next two years and continues growing at an average rate of 10% from 2023 to 2030, it could generate $73.3 billion in annual revenue by the final year. If Netflix is still trading at about eight times sales, it would be worth nearly $600 billion.\nIf Netflix grows it revenue at an average rate of 15% from 2023 to 2020, it would generate $104.6 billion in annual revenue by the final year. At eight times sales, it would still fall short of the $1 trillion mark.\nBut Netflix's price-to-sales ratio will likely decline if investors think its high-growth days are over, which would result in much lower market caps. Investors should take a look at Netflix's Chinese counterpart iQiyi, which trades at just two times this year's sales and about 30% below its IPO price, to see what happens when a high-growth streaming video platform loses its momentum.\nThe key takeaways\nNetflix's growth over the past decade has been stellar, but much of its success can be attributed to its first-mover's advantage in the streaming market. However, that advantage will likely fade over the next decade as competitors like Disney carve up the market. Netflix should keep growing over the next decade, but its chances of joining its FAANG peers in the trillion-dollar club by 2030 are slim.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810793713,"gmtCreate":1630006868732,"gmtModify":1704954456620,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810793713","repostId":"1139424376","repostType":4,"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831740941,"gmtCreate":1629353102183,"gmtModify":1631891400011,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like ple","listText":"Like ple","text":"Like ple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831740941","repostId":"1152703663","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899625842,"gmtCreate":1628180148686,"gmtModify":1633752849297,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/899625842","repostId":"1158295123","repostType":4,"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171959560,"gmtCreate":1626703426350,"gmtModify":1633924795721,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171959560","repostId":"1165473670","repostType":4,"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836733445,"gmtCreate":1629521312387,"gmtModify":1631891399991,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836733445","repostId":"1189743420","repostType":4,"repost":{"id":"1189743420","kind":"news","pubTimestamp":1629472706,"share":"https://www.laohu8.com/m/news/1189743420?lang=&edition=full","pubTime":"2021-08-20 23:18","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1189743420","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN)","content":"<p>Think of <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> stock as a proxy on the torrid growth of cloud computing giants&nbsp;<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>&nbsp;(AMZN),&nbsp;<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>&nbsp;(MSFT) and&nbsp;<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></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, the&nbsp;cloud giants&nbsp;give their customers a green light to buy&nbsp;<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&nbsp;<b><a href=\"https://laohu8.com/S/TDC\">Teradata</a></b>&nbsp;(TDC),&nbsp;<b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b>&nbsp;(ORCL) and&nbsp;<b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b>&nbsp;(IBM).</p>\n<p>One Snowflake customer is pharma giant&nbsp;<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>&nbsp;(PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into the&nbsp;distribution of the Covid-19 vaccine.</p>\n<p><b>Snowflake Stock: Competition Increasing From Google Cloud?</b></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 3.4% in July and 8.7% in June.</p>\n<p>Snowflake reports second-quarter earnings on Aug. 25. Analysts project a loss of 15 cents per share, with revenue jumping nearly 100% to $256.5 million.</p>\n<p>Snowflake stock tumbled Aug. 20 ahead of its earnings release. One report on the drop cited a Cleveland Research note to clients. The Cleveland Research report ostensibly points to increased competition from Google's cloud business.</p>\n<p>Snowflake stock hit an all-time high of 429 in early December. 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><b>Possible Threat From Amazon</b></p>\n<p>Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is <a href=\"https://laohu8.com/S/AONE.U\">one</a> 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 round&nbsp;valued Databricks at $28 billion.</p>\n<p>Databricks, which uses&nbsp;artificial intelligence, is expected to launch its own IPO.</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><b>SNOW Stock: <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> Veterans Lead Company</b></p>\n<p>Snowflake brought in&nbsp;Frank 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&nbsp;<b><a href=\"https://laohu8.com/S/AI\">C3.ai, Inc.</a></b>&nbsp;(AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p>\n<p><b>Amazon Web Services A 'Frenemy'</b></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 insiders&nbsp;super-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><b>Snowflake Stock Fundamental Analysis</b></p>\n<p>Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as&nbsp;<b><a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a></b>&nbsp;(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. <a href=\"https://laohu8.com/S/FBNC\">First</a>-quarter&nbsp;sales jumped 110%to $228.9 million. 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,\" <a href=\"https://laohu8.com/S/MFG\">Mizuho</a> 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><b>SNOW Stock Operates In The Red</b></p>\n<p>In the first quarter, Snowflake reported a GAAP operating loss of $205.6 million and a GAAP per-share loss of 70 cents. Snowflake stock subsequently fell. It recorded an adjusted operating loss of $35.8 million.</p>\n<p>Snowflake doesn't break out adjusted earnings. Analysts estimate it lost 11 cents on an adjusted basis in the first quarter.</p>\n<p>Snowflake operates in the red amid sizable investments, analysts say. For fiscal 2022, for example, Snowflake has told analysts it plans to hire 1,200 net new employees, which would represent 48% growth in head count.</p>\n<p>Still, investments are paying off in revenue growth. Snowflake had 4,532 customers as of April 30, up 67% from the year-earlier period. That includes 187 of the Fortune 500. In the April quarter, Snowflake added a record 27 customers with more than $1 million per year in product revenue, giving it 104 such customers overall.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> analyst Kash Rangan is bullish on Snowflake's potential to dominate in cloud-based data analytics and management.</p>\n<p>\"We believe Snowflake will continue to replace incumbent warehousing solutions owing to their scalable and elastic cloud native data platform while also capitalizing on net new workloads and use cases as digital transformation drives greater digitization within the enterprise, and business intelligence and analytics remains a top priority for spending,\" he said in a note.</p>\n<p><b>SNOW Stock Technical Analysis</b></p>\n<p>Snowflake stock went public on Sept. 16 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 a&nbsp;cup-with-handle base&nbsp;over 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 <a href=\"https://laohu8.com/S/EBTC\">Enterprise</a> group stayed resilient. The Computer-Software <a href=\"https://laohu8.com/S/EFSC\">Enterprise</a> 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><b>Is Snowflake Stock A Buy Right Now?</b></p>\n<p>Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Rating&nbsp;of 44 out of a best possible 99, according to&nbsp;IBD 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 plus is that Snowflake stock owns an Accumulation/Distribution Rating of B, according to&nbsp;IBD Market&nbsp;Smith&nbsp;analysis. 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 to&nbsp;form a base&nbsp;with 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>\n<p>As of Aug. 20, Snowflake stock is not a buy despite an improved relative strength line.</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? Software Maker Sets Path To $10 Billion In Revenue By 2028</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? Software Maker Sets Path To $10 Billion In Revenue By 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.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 giants Amazon.com (AMZN), Microsoft (MSFT) and Alphabet's (GOOGL) Google.\nMany companies are turning to cloud computing ...</p>\n\n<a href=\"https://www.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://www.investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189743420","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN), Microsoft (MSFT) and Alphabet'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, the cloud giants give their customers a green light to buy Snowflake'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 from Teradata (TDC), Oracle (ORCL) and IBM (IBM).\nOne Snowflake customer is pharma giant Pfizer (PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into the distribution 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 3.4% in July and 8.7% in June.\nSnowflake reports second-quarter earnings on Aug. 25. Analysts project a loss of 15 cents per share, with revenue jumping nearly 100% to $256.5 million.\nSnowflake stock tumbled Aug. 20 ahead of its earnings release. One report on the drop cited a Cleveland Research note to clients. The Cleveland Research report ostensibly points to increased competition from Google's cloud business.\nSnowflake stock hit an all-time high of 429 in early December. 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 round valued Databricks at $28 billion.\nDatabricks, which uses artificial intelligence, is expected to launch its own IPO.\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 in Frank 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 with C3.ai, Inc. (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 insiders super-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 as Salesforce.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. First-quarter sales jumped 110%to $228.9 million. 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.\nSNOW Stock Operates In The Red\nIn the first quarter, Snowflake reported a GAAP operating loss of $205.6 million and a GAAP per-share loss of 70 cents. Snowflake stock subsequently fell. It recorded an adjusted operating loss of $35.8 million.\nSnowflake doesn't break out adjusted earnings. Analysts estimate it lost 11 cents on an adjusted basis in the first quarter.\nSnowflake operates in the red amid sizable investments, analysts say. For fiscal 2022, for example, Snowflake has told analysts it plans to hire 1,200 net new employees, which would represent 48% growth in head count.\nStill, investments are paying off in revenue growth. Snowflake had 4,532 customers as of April 30, up 67% from the year-earlier period. That includes 187 of the Fortune 500. In the April quarter, Snowflake added a record 27 customers with more than $1 million per year in product revenue, giving it 104 such customers overall.\nGoldman Sachs analyst Kash Rangan is bullish on Snowflake's potential to dominate in cloud-based data analytics and management.\n\"We believe Snowflake will continue to replace incumbent warehousing solutions owing to their scalable and elastic cloud native data platform while also capitalizing on net new workloads and use cases as digital transformation drives greater digitization within the enterprise, and business intelligence and analytics remains a top priority for spending,\" he said in a note.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16 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 a cup-with-handle base over 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 Rating of 44 out of a best possible 99, according to IBD 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 plus is that Snowflake stock owns an Accumulation/Distribution Rating of B, according to IBD Market Smith analysis. 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 to form a base with 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.\nAs of Aug. 20, Snowflake stock is not a buy despite an improved relative strength line.","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897091146,"gmtCreate":1628861927885,"gmtModify":1633688932663,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897091146","repostId":"1115837306","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831125575,"gmtCreate":1629295994297,"gmtModify":1631891400032,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831125575","repostId":"1183500203","repostType":4,"repost":{"id":"1183500203","kind":"news","pubTimestamp":1629295278,"share":"https://www.laohu8.com/m/news/1183500203?lang=&edition=full","pubTime":"2021-08-18 22:01","market":"us","language":"en","title":"Minutes of the Fed’s July Meeting Come Today. Look for Clues on the Taper Debate.","url":"https://stock-news.laohu8.com/highlight/detail?id=1183500203","media":"Barron's","summary":"Investors know Federal Reserve officials have started discussing plans to taper monthly bond purchas","content":"<p>Investors know Federal Reserve officials have started discussing plans to taper monthly bond purchases. Minutes from their most recent meeting may show just how splintered the debate stands.</p>\n<p>Minutes from the July 27-28 meeting of the Federal Open Market Committee—the central bank’s rate-setting arm—are set to be released at 2 p.m. Eastern time Wednesday. They come out of a meeting where officials updated their policy statement to acknowledge ongoing strength in economic activity and the job market, as well as rising inflation. Officials caveated the optimism, however, with nods to persistent weakness in pandemic-struck sectors and reiterated the consensus view that price increases reflect transitory factors.&nbsp;</p>\n<p>The official message: It’s time to talk about tapering, but it’s too soon to do it.</p>\n<p>The FOMC in July reiterated that it would continue to buy $120 billion a month in Treasuries and mortgage-backed securities, and it added new language that reinforced expectations that tapering may start in the fourth quarter. The purchase program will remain in place ”until substantial further progress has been made toward its maximum employment and price stability goals,” the Fed repeated after its last meeting, adding: “the economy has made progress toward these goals, and the Committee will continue to assess progress in coming meetings.”</p>\n<p>Behind the scenes, there are opposing views. “The uniquely uneven economic recovery has led to a splintering within the FOMC,” says Kathy Bostjancic, economist at Oxford Economics. The hawks argue that the Fed should start tapering this fall in order to provide leeway to more quickly raise interest rates if inflation doesn’t turn out to be transitory, while the dovish members want to wait for greater clarity around the pace of inflation and the state of the supply-constrained labor market, she says.&nbsp;</p>\n<p>In the weeks since the July meeting concluded, investors have heard from several Fed officials. The picture shaping up is that a growing cadre of officials want to start tapering sooner than later, pointing to bubbling inflation and a relentless rise in home prices. Dallas Fed President Kaplan, the first to say tapering should begin soon, has expressed particular concern over the program’s impact on the housing market. Others in the time-to-taper camp include Boston Fed President Eric Rosengren, St. Louis Fed President James Bullard and Fed governor Christopher Waller, though those so-called hawks disagree about speed (Kaplan wants an 8-month wind-down, for example, while Bullard sees a 5-month runway).</p>\n<p>The key to handicapping taper timing, heading into the July meeting minutes and looking ahead to the Fed’s annual Jackson Hole symposium at the end of August, is where Fed leadership stands. Some of the loudest on tapering aren’t currently voting members, as regional Fed presidents rotate on and off the FOMC. Fed Chairman Jerome Powell’s vote is the most important one, and he’s been clear about where he stands.&nbsp;</p>\n<p>“We’re not at substantial further progress,” Powell told reporters during his July press conference. “There’s a range of views on what timing will be appropriate. And those views ultimately track back to people’s views about the economy and what will happen as we make progress towards our goal.”&nbsp;</p>\n<p>The upshot for investors, at least for now? The scale is still tipped toward tapering later than sooner.&nbsp;</p>\n<p>“While it might appear that we’re leaning toward a September announcement, in fact the Delta variant has weighed so heavily on August’s sentiment data we suspect that offsets any urgency on the part of the Fed,” Lyngen says, referring to the steep drop in consumer confidence reported by the University of Michigan last Friday.&nbsp;</p>\n<p>It isn’t to say that an official tapering announcement in September versus November or December represents a distinction without a difference, Lyngen adds.&nbsp; “After all, the assumption is that the sooner asset purchases are curtailed, the more quickly the Fed can hike rates if inflation dictates.”</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Minutes of the Fed’s July Meeting Come Today. Look for Clues on the Taper Debate.</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\">\nMinutes of the Fed’s July Meeting Come Today. Look for Clues on the Taper Debate.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/minutes-of-the-feds-july-meeting-come-today-look-for-clues-on-the-taper-debate-51629234831?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors know Federal Reserve officials have started discussing plans to taper monthly bond purchases. Minutes from their most recent meeting may show just how splintered the debate stands.\nMinutes ...</p>\n\n<a href=\"https://www.barrons.com/articles/minutes-of-the-feds-july-meeting-come-today-look-for-clues-on-the-taper-debate-51629234831?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/minutes-of-the-feds-july-meeting-come-today-look-for-clues-on-the-taper-debate-51629234831?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183500203","content_text":"Investors know Federal Reserve officials have started discussing plans to taper monthly bond purchases. Minutes from their most recent meeting may show just how splintered the debate stands.\nMinutes from the July 27-28 meeting of the Federal Open Market Committee—the central bank’s rate-setting arm—are set to be released at 2 p.m. Eastern time Wednesday. They come out of a meeting where officials updated their policy statement to acknowledge ongoing strength in economic activity and the job market, as well as rising inflation. Officials caveated the optimism, however, with nods to persistent weakness in pandemic-struck sectors and reiterated the consensus view that price increases reflect transitory factors. \nThe official message: It’s time to talk about tapering, but it’s too soon to do it.\nThe FOMC in July reiterated that it would continue to buy $120 billion a month in Treasuries and mortgage-backed securities, and it added new language that reinforced expectations that tapering may start in the fourth quarter. The purchase program will remain in place ”until substantial further progress has been made toward its maximum employment and price stability goals,” the Fed repeated after its last meeting, adding: “the economy has made progress toward these goals, and the Committee will continue to assess progress in coming meetings.”\nBehind the scenes, there are opposing views. “The uniquely uneven economic recovery has led to a splintering within the FOMC,” says Kathy Bostjancic, economist at Oxford Economics. The hawks argue that the Fed should start tapering this fall in order to provide leeway to more quickly raise interest rates if inflation doesn’t turn out to be transitory, while the dovish members want to wait for greater clarity around the pace of inflation and the state of the supply-constrained labor market, she says. \nIn the weeks since the July meeting concluded, investors have heard from several Fed officials. The picture shaping up is that a growing cadre of officials want to start tapering sooner than later, pointing to bubbling inflation and a relentless rise in home prices. Dallas Fed President Kaplan, the first to say tapering should begin soon, has expressed particular concern over the program’s impact on the housing market. Others in the time-to-taper camp include Boston Fed President Eric Rosengren, St. Louis Fed President James Bullard and Fed governor Christopher Waller, though those so-called hawks disagree about speed (Kaplan wants an 8-month wind-down, for example, while Bullard sees a 5-month runway).\nThe key to handicapping taper timing, heading into the July meeting minutes and looking ahead to the Fed’s annual Jackson Hole symposium at the end of August, is where Fed leadership stands. Some of the loudest on tapering aren’t currently voting members, as regional Fed presidents rotate on and off the FOMC. Fed Chairman Jerome Powell’s vote is the most important one, and he’s been clear about where he stands. \n“We’re not at substantial further progress,” Powell told reporters during his July press conference. “There’s a range of views on what timing will be appropriate. And those views ultimately track back to people’s views about the economy and what will happen as we make progress towards our goal.” \nThe upshot for investors, at least for now? The scale is still tipped toward tapering later than sooner. \n“While it might appear that we’re leaning toward a September announcement, in fact the Delta variant has weighed so heavily on August’s sentiment data we suspect that offsets any urgency on the part of the Fed,” Lyngen says, referring to the steep drop in consumer confidence reported by the University of Michigan last Friday. \nIt isn’t to say that an official tapering announcement in September versus November or December represents a distinction without a difference, Lyngen adds.  “After all, the assumption is that the sooner asset purchases are curtailed, the more quickly the Fed can hike rates if inflation dictates.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808359002,"gmtCreate":1627559907006,"gmtModify":1633763818435,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808359002","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":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809283518,"gmtCreate":1627372888534,"gmtModify":1633765632792,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809283518","repostId":"2154813991","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176267336,"gmtCreate":1626891077025,"gmtModify":1633770048841,"author":{"id":"3574248297776618","authorId":"3574248297776618","name":"Kelmondd","avatar":"https://static.tigerbbs.com/a57dc971fa110cc6e7e22b4228239930","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574248297776618","authorIdStr":"3574248297776618"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176267336","repostId":"1160993283","repostType":4,"repost":{"id":"1160993283","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626881542,"share":"https://www.laohu8.com/m/news/1160993283?lang=&edition=full","pubTime":"2021-07-21 23:32","market":"us","language":"en","title":"Nio Exec Jumps Ship To Join GM's New Electric Delivery Van Unit","url":"https://stock-news.laohu8.com/highlight/detail?id=1160993283","media":"Benzinga","summary":"Chinese startupNio, Inc.NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that $one$ of its senior talents has been poached by legacy automakerGeneral Motor CompanyGM 1.22%.The new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer; Rachad Youssef, chief product officer; Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.Armenta, Youssef and Fullove will be ba","content":"<p>Chinese startup<b>Nio, Inc.</b>NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its senior talents has been poached by legacy automaker<b>General Motor Company</b>GM 1.22%.</p>\n<p><b>What Happened:</b>GMannounced Tuesday that it has added four new executives to the leadership team of its BrightDrop brand. The company launched BrightDrop as a new business in January to focus on the manufacturing of electric delivery vehicles.</p>\n<p>The new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer;&nbsp;Rachad Youssef,&nbsp;chief product officer;&nbsp;Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.</p>\n<p>Armenta, Youssef and Fullove will be based in BrightDrop's San Francisco Bay Area offices, and Hornyak in Atlanta, the company said.</p>\n<p>Youssef was previously employed at Nio's advanced research and innovation center in Silicon Valley. His LinkedIn bio, which has&nbsp;yet to be updated with the new position, shows&nbsp;he has been with Nio since June 2016 as <a href=\"https://laohu8.com/S/VP..UK\">VP</a>, software product management.</p>\n<p>Before his tenure at Nio, Youssef was employed at<b>Amazon, Inc.</b>AMZN 0.2%-owned autonomous vehicle companyZooxfor about a year-and-a-half.</p>\n<p><b>Why It's Important:</b>GM's appointment of new talent at BrightDrop signals a serious intent to make headway into the ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies.</p>\n<p>BrightDrop is scheduled to launch the EV600 van this year, and it has signed<b>FedEx Corporation</b>FDX 0.03%<a href=\"https://laohu8.com/S/EXPR\">Express</a> as its first customer.</p>\n<p>Nio shares were up 5.16% at $46.45 at last check Wednesday, while GM was up 1.05% at $56.74.</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>Nio Exec Jumps Ship To Join GM's New Electric Delivery Van Unit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Exec Jumps Ship To Join GM's New Electric Delivery Van Unit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-21 23:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese startup<b>Nio, Inc.</b>NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its senior talents has been poached by legacy automaker<b>General Motor Company</b>GM 1.22%.</p>\n<p><b>What Happened:</b>GMannounced Tuesday that it has added four new executives to the leadership team of its BrightDrop brand. The company launched BrightDrop as a new business in January to focus on the manufacturing of electric delivery vehicles.</p>\n<p>The new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer;&nbsp;Rachad Youssef,&nbsp;chief product officer;&nbsp;Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.</p>\n<p>Armenta, Youssef and Fullove will be based in BrightDrop's San Francisco Bay Area offices, and Hornyak in Atlanta, the company said.</p>\n<p>Youssef was previously employed at Nio's advanced research and innovation center in Silicon Valley. His LinkedIn bio, which has&nbsp;yet to be updated with the new position, shows&nbsp;he has been with Nio since June 2016 as <a href=\"https://laohu8.com/S/VP..UK\">VP</a>, software product management.</p>\n<p>Before his tenure at Nio, Youssef was employed at<b>Amazon, Inc.</b>AMZN 0.2%-owned autonomous vehicle companyZooxfor about a year-and-a-half.</p>\n<p><b>Why It's Important:</b>GM's appointment of new talent at BrightDrop signals a serious intent to make headway into the ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies.</p>\n<p>BrightDrop is scheduled to launch the EV600 van this year, and it has signed<b>FedEx Corporation</b>FDX 0.03%<a href=\"https://laohu8.com/S/EXPR\">Express</a> as its first customer.</p>\n<p>Nio shares were up 5.16% at $46.45 at last check Wednesday, while GM was up 1.05% at $56.74.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NGD":"New Gold","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160993283","content_text":"Chinese startupNio, Inc.NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that one of its senior talents has been poached by legacy automakerGeneral Motor CompanyGM 1.22%.\nWhat Happened:GMannounced Tuesday that it has added four new executives to the leadership team of its BrightDrop brand. The company launched BrightDrop as a new business in January to focus on the manufacturing of electric delivery vehicles.\nThe new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer; Rachad Youssef, chief product officer; Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.\nArmenta, Youssef and Fullove will be based in BrightDrop's San Francisco Bay Area offices, and Hornyak in Atlanta, the company said.\nYoussef was previously employed at Nio's advanced research and innovation center in Silicon Valley. His LinkedIn bio, which has yet to be updated with the new position, shows he has been with Nio since June 2016 as VP, software product management.\nBefore his tenure at Nio, Youssef was employed atAmazon, Inc.AMZN 0.2%-owned autonomous vehicle companyZooxfor about a year-and-a-half.\nWhy It's Important:GM's appointment of new talent at BrightDrop signals a serious intent to make headway into the ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies.\nBrightDrop is scheduled to launch the EV600 van this year, and it has signedFedEx CorporationFDX 0.03%Express as its first customer.\nNio shares were up 5.16% at $46.45 at last check Wednesday, while GM was up 1.05% at $56.74.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}