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2021-09-29

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3 Big Pharma Stocks Wall Street Thinks Could Soar By At Least 30%

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Next Week’s IPO Lineup Is Growing. It Could Be Busy.

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Wow[呆住] [呆住] [呆住]

Is Square the Long-Term Stock for You?

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A 'significant' stock market 'consolidation' may only be months away: Deutsche Bank

2021-10-12

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2021-04-28

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Alphabet Reports Earnings Tuesday. Here Is What to Expect.

2021-04-28

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Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.

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AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?

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[得意] [得意] [得意]

IMF officials endorse Biden's corporate tax hike, global minimum plan

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But many veteran investors seem to sense we're still overdue for a more serious correction. If we get one, it could easily drag all stocks lower. Most of the market's high-flying growth names appear particularly vulnerable.</p>\n<p>There is a handful of growth stocks, however, with stories so scintillating that they're capable of transcending market-wide weakness. Here's a rundown of three of my favorite growth stocks from this rare grouping of prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645923%2Fsquare-retail-pos-counter.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"><span>Image source: Square.</span></p>\n<h2>1. Square</h2>\n<p><b>Square</b> (NYSE:SQ) isn't a name that needs much of an introduction. The company's roots are in turning smartphones into credit card readers for small proprietors typically ignored by payment middlemen. But it's evolved into so much more. Point-of-sale devices, customer relationship management tools, and even banking services are just some of the offerings now in Square's wheelhouse, and a key part of the reason revenue is expected to double this fiscal year compared to last year's top line. Earnings are projected to grow even more.</p>\n<p>That growth pace should cool beginning next year. But don't read too much into the slowdown. It's not a sign that the company's expansion is peaking. As Jefferies analyst Trevor Williams recently explained in regard to his new buy rating on Square, \"As the pace of disruptions within payments and the broader FinTech ecosystem increases, we believe that companies with a track record in product development and innovation ... offer the best protection against any obsolescence and are likely to outperform in the long run.\" That's Square to be sure.</p>\n<p>It's still going too. The latest of its lengthening list of product developments and innovations is the impending acquisition and eventual integration of buy-now-pay-later service Afterpay. This latest craze in consumer borrowing outside of conventional credit cards facilitated nearly $100 billion worth of commerce last year, according to forecasts from Allied Market Research. That figure is expected to reach nearly $4 trillion by 2030.</p>\n<p>And that's just one opportunity Square is addressing. Cryptocurrency is another. Small business loans are still another. There's just a lot of potential here.</p>\n<h2>2. United Microelectronics</h2>\n<p>While the bulk of the semiconductor shortage rhetoric to date has focused on its challenges and victims, it's not been all bad. Manufacturing foundries are as busy as they've ever been, trying to keep up with demand and doing so at robust prices.</p>\n<p><b>United Microelectronics</b> (NYSE:UMC) is one of these semiconductor manufacturers. The Taiwanese company makes chips for names like <b>Qualcomm</b>, <b>Texas Instruments,</b> and<b> Intel</b>, just to name a few, each of which has been impacted by the supply crunch. It's the key reason this year's top line is projected to swell nearly 22%, driving even more profit growth.</p>\n<p>There's a curious timing element to this trade, however. Although all the chip-manufacturing capacity being added right now could lead to a price-gouging glut in 2023, this year's industry-wide regrouping effort is going to gain the bulk of its traction next year before all those new foundries are ready to start cranking out semiconductors. Analysts are calling for revenue growth of 42% for fiscal 2022, which should, in turn, pump up per-share profits from $0.69 to $0.85. That's impressive, but even more impressive is the fact that this stock is currently only priced at 13 times next year's expected profits.</p>\n<h2>3. SolarEdge Technologies</h2>\n<p>Finally, add <b>SolarEdge Technologies</b> (NASDAQ:SEDG) to your list of growth stocks you can feel good about stepping into right now, regardless of the backdrop.</p>\n<p>Yes, solar panel subsidies are under attack here and abroad. It superficially bodes poorly for the industry and its top players like Israel's SolarEdge Technologies. But don't read too much into the rhetoric.</p>\n<p>See, solar subsidy standoffs are nothing new, but more than that, the solar power industry is having something of a moment. The International Energy Agency's 2020 World Energy Outlook points out that thanks to continued cost reductions, solar power was last year's cheapest form of electricity on a global basis. Grid parity -- the cost of solar power versus the cost of electricity generated by fossil fuels -- is within sight in the United States as well as in China, where it matters most, and that parity will have more to do with smarter grid management than more efficient photovoltaic cells.</p>\n<p>Now that it makes as much financial sense to switch to solar power as it does to stick with non-renewable power options, solar adoption is set to soar. The U.S. Energy Information Administration forecasts that the country's consumption of solar power in 2022 will be up 25% from this year's levels, which are expected to be 26% better than 2020's total. Worldwide, S&amp;P Global Platts Analytics estimates that solar power production capacity is set to grow at an average pace of 12% per year through 2026.</p>\n<p>You don't really have to read between the lines here. SolarEdge's projected revenue growth of 35% this year and 30% next year are plenty plausible and shouldn't be derailed by any economic turbulence.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Growth Stocks I'd Buy Right Now Without Hesitation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Growth Stocks I'd Buy Right Now Without Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/11/3-top-growth-stocks-id-buy-right-now-without-any-h/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market may look like it's coming out of its September slump and starting its usual year-end bullishness. But many veteran investors seem to sense we're still overdue for a more serious ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/11/3-top-growth-stocks-id-buy-right-now-without-any-h/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","UMC":"联电","SEDG":"SolarEdge Technologies, Inc."},"source_url":"https://www.fool.com/investing/2021/10/11/3-top-growth-stocks-id-buy-right-now-without-any-h/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174120900","content_text":"The stock market may look like it's coming out of its September slump and starting its usual year-end bullishness. But many veteran investors seem to sense we're still overdue for a more serious correction. If we get one, it could easily drag all stocks lower. Most of the market's high-flying growth names appear particularly vulnerable.\nThere is a handful of growth stocks, however, with stories so scintillating that they're capable of transcending market-wide weakness. Here's a rundown of three of my favorite growth stocks from this rare grouping of prospects.\nImage source: Square.\n1. Square\nSquare (NYSE:SQ) isn't a name that needs much of an introduction. The company's roots are in turning smartphones into credit card readers for small proprietors typically ignored by payment middlemen. But it's evolved into so much more. Point-of-sale devices, customer relationship management tools, and even banking services are just some of the offerings now in Square's wheelhouse, and a key part of the reason revenue is expected to double this fiscal year compared to last year's top line. Earnings are projected to grow even more.\nThat growth pace should cool beginning next year. But don't read too much into the slowdown. It's not a sign that the company's expansion is peaking. As Jefferies analyst Trevor Williams recently explained in regard to his new buy rating on Square, \"As the pace of disruptions within payments and the broader FinTech ecosystem increases, we believe that companies with a track record in product development and innovation ... offer the best protection against any obsolescence and are likely to outperform in the long run.\" That's Square to be sure.\nIt's still going too. The latest of its lengthening list of product developments and innovations is the impending acquisition and eventual integration of buy-now-pay-later service Afterpay. This latest craze in consumer borrowing outside of conventional credit cards facilitated nearly $100 billion worth of commerce last year, according to forecasts from Allied Market Research. That figure is expected to reach nearly $4 trillion by 2030.\nAnd that's just one opportunity Square is addressing. Cryptocurrency is another. Small business loans are still another. There's just a lot of potential here.\n2. United Microelectronics\nWhile the bulk of the semiconductor shortage rhetoric to date has focused on its challenges and victims, it's not been all bad. Manufacturing foundries are as busy as they've ever been, trying to keep up with demand and doing so at robust prices.\nUnited Microelectronics (NYSE:UMC) is one of these semiconductor manufacturers. The Taiwanese company makes chips for names like Qualcomm, Texas Instruments, and Intel, just to name a few, each of which has been impacted by the supply crunch. It's the key reason this year's top line is projected to swell nearly 22%, driving even more profit growth.\nThere's a curious timing element to this trade, however. Although all the chip-manufacturing capacity being added right now could lead to a price-gouging glut in 2023, this year's industry-wide regrouping effort is going to gain the bulk of its traction next year before all those new foundries are ready to start cranking out semiconductors. Analysts are calling for revenue growth of 42% for fiscal 2022, which should, in turn, pump up per-share profits from $0.69 to $0.85. That's impressive, but even more impressive is the fact that this stock is currently only priced at 13 times next year's expected profits.\n3. SolarEdge Technologies\nFinally, add SolarEdge Technologies (NASDAQ:SEDG) to your list of growth stocks you can feel good about stepping into right now, regardless of the backdrop.\nYes, solar panel subsidies are under attack here and abroad. It superficially bodes poorly for the industry and its top players like Israel's SolarEdge Technologies. But don't read too much into the rhetoric.\nSee, solar subsidy standoffs are nothing new, but more than that, the solar power industry is having something of a moment. The International Energy Agency's 2020 World Energy Outlook points out that thanks to continued cost reductions, solar power was last year's cheapest form of electricity on a global basis. Grid parity -- the cost of solar power versus the cost of electricity generated by fossil fuels -- is within sight in the United States as well as in China, where it matters most, and that parity will have more to do with smarter grid management than more efficient photovoltaic cells.\nNow that it makes as much financial sense to switch to solar power as it does to stick with non-renewable power options, solar adoption is set to soar. The U.S. Energy Information Administration forecasts that the country's consumption of solar power in 2022 will be up 25% from this year's levels, which are expected to be 26% better than 2020's total. Worldwide, S&P Global Platts Analytics estimates that solar power production capacity is set to grow at an average pace of 12% per year through 2026.\nYou don't really have to read between the lines here. SolarEdge's projected revenue growth of 35% this year and 30% next year are plenty plausible and shouldn't be derailed by any economic turbulence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862148872,"gmtCreate":1632850315778,"gmtModify":1632850315778,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like this","listText":"Like this","text":"Like this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862148872","repostId":"2170724186","repostType":4,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377455395,"gmtCreate":1619561622817,"gmtModify":1634211875856,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377455012","repostId":"1118284851","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377452535,"gmtCreate":1619561591127,"gmtModify":1634211876457,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341263128","repostId":"1164347728","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343479198,"gmtCreate":1617752699014,"gmtModify":1634296771713,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343479198","repostId":"1108754268","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":862148872,"gmtCreate":1632850315778,"gmtModify":1632850315778,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like this","listText":"Like this","text":"Like this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862148872","repostId":"2170724186","repostType":4,"repost":{"id":"2170724186","pubTimestamp":1632843061,"share":"https://www.laohu8.com/m/news/2170724186?lang=&edition=full","pubTime":"2021-09-28 23:31","market":"us","language":"en","title":"3 Big Pharma Stocks Wall Street Thinks Could Soar By At Least 30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2170724186","media":"Motley Fool","summary":"Analysts expect one of them could skyrocket more than 40% over the next 12 months.","content":"<p>Many investors like to buy shares of large drugmakers for the relative stability that they provide. But tremendous growth often isn't expected from these stocks.</p>\n<p>That doesn't mean, though, that strong growth is always out of the question for top biopharmaceutical companies.&nbsp;Here are three big pharma stocks that Wall Street thinks could soar by at least 30% within the next 12 months.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F644349%2Fanalysts-looking-at-stock-charts.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Bristol Myers Squibb</h2>\n<p>The consensus Wall Street price target for&nbsp;<b>Bristol Myers Squibb</b> (NYSE:BMY) reflects a premium of nearly 34% to the current share price. Of the 22 analysts surveyed by Refinitiv, the most pessimistic of the group thinks that the pharma stock could jump at least 10% higher.</p>\n<p>This bullishness might be somewhat surprising. BMS' top-selling product, Revlimid, faces generic competition beginning next year. The blood cancer drug generated 27% of the company's total revenue in the second quarter.</p>\n<p>So why do analysts like BMS so much? For <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing, that generic competition will only be in limited volumes at first thanks to contractual agreements. The company also has several other blockbusters with strong sales growth, notably including blood thinner Eliquis and cancer immunotherapies Opdivo and Yervoy.</p>\n<p>BMS' lineup is loaded with newer drugs with tremendous potential as well. Cancer cell therapies Abecma and Breyanzi along with multiple sclerosis and ulcerative colitis drug Zeposia especially stand out. Over the next few years, these and other drugs could help make up for anticipated sales declines for Revlimid.</p>\n<h2>2. <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a></h2>\n<p>Analysts look for an even better performance over the next 12 months from&nbsp;<b>Sanofi</b> (NASDAQ:SNY). The average price target for the French drugmaker is 35% above the current share price. The lowest target for Sanofi among the three analysts surveyed by Refinitiv expects the pharma stock to soar by at least 20%.</p>\n<p>Sanofi's partnership with <b>Regeneron</b>&nbsp;gives the company multiple growth drivers. Sales of Dupixent are skyrocketing and could pick up more momentum with the U.S. Food and Drug Administration's new restrictions on JAK inhibitors. Cancer drug Libtayo continues to gain steam with additional approved indications.</p>\n<p>Regeneron isn't helping Sanofi on every front, though. The big drugmaker has several products of its own with strong sales growth, including rare blood disorder drug Cablivi, type 2 diabetes drug Soliqua, and its vaccines franchise.</p>\n<p>Investors also get an added bonus with Sanofi -- its dividend. The company's dividend yield currently tops 4%, which makes Sanofi one of the most attractive pharma stocks for income-seeking investors.</p>\n<h2>3. Vertex Pharmaceuticals</h2>\n<p>Wall Street is especially enthusiastic about the prospects for&nbsp;<b>Vertex Pharmaceuticals</b> (NASDAQ:VRTX). The consensus price target for the stock is nearly 41% above the current share price. Twenty-two of the 27 analysts surveyed by Refinitiv view Vertex as a buy or strong buy with the other two analysts recommending holding the stock.</p>\n<p>The primary reason behind this bullishness is Vertex's cystic fibrosis (CF) franchise. There are only four approved CF drugs in the U.S. and Europe that treat the underlying cause of the genetic disease. Vertex markets all of them. The company's CF drugs should be able to generate even higher sales as Vertex picks up additional reimbursement deals and regulatory approvals.</p>\n<p>Vertex could have a non-CF drug on the market in the not-too-distant future. The company is partnering with <b>CRISPR Therapeutics</b>&nbsp;to develop gene-editing therapy CTX001 in treating rare blood disorders beta-thalassemia and sickle cell disease. Vertex and CRISPR Therapeutics hope to be able to file for regulatory approvals as soon as 2023.</p>\n<p>Other pipeline candidates could also provide catalysts for the stock. Vertex expects to report results from a phase 2 study evaluating VX-147 in treating APOL1-mediated focal segmental glomerulosclerosis (FSGS) later this year. Data from a phase 2 study of VX-548 in treating acute pain following bunionectomy surgery should be announced in early 2022.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Big Pharma Stocks Wall Street Thinks Could Soar By At Least 30%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Big Pharma Stocks Wall Street Thinks Could Soar By At Least 30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/28/3-big-pharma-stocks-wall-street-thinks-could-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many investors like to buy shares of large drugmakers for the relative stability that they provide. But tremendous growth often isn't expected from these stocks.\nThat doesn't mean, though, that strong...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/28/3-big-pharma-stocks-wall-street-thinks-could-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNY":"赛诺菲安万特","VRTX":"福泰制药","BMY":"施贵宝"},"source_url":"https://www.fool.com/investing/2021/09/28/3-big-pharma-stocks-wall-street-thinks-could-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170724186","content_text":"Many investors like to buy shares of large drugmakers for the relative stability that they provide. But tremendous growth often isn't expected from these stocks.\nThat doesn't mean, though, that strong growth is always out of the question for top biopharmaceutical companies. Here are three big pharma stocks that Wall Street thinks could soar by at least 30% within the next 12 months.\nImage source: Getty Images.\n1. Bristol Myers Squibb\nThe consensus Wall Street price target for Bristol Myers Squibb (NYSE:BMY) reflects a premium of nearly 34% to the current share price. Of the 22 analysts surveyed by Refinitiv, the most pessimistic of the group thinks that the pharma stock could jump at least 10% higher.\nThis bullishness might be somewhat surprising. BMS' top-selling product, Revlimid, faces generic competition beginning next year. The blood cancer drug generated 27% of the company's total revenue in the second quarter.\nSo why do analysts like BMS so much? For one thing, that generic competition will only be in limited volumes at first thanks to contractual agreements. The company also has several other blockbusters with strong sales growth, notably including blood thinner Eliquis and cancer immunotherapies Opdivo and Yervoy.\nBMS' lineup is loaded with newer drugs with tremendous potential as well. Cancer cell therapies Abecma and Breyanzi along with multiple sclerosis and ulcerative colitis drug Zeposia especially stand out. Over the next few years, these and other drugs could help make up for anticipated sales declines for Revlimid.\n2. Sanofi\nAnalysts look for an even better performance over the next 12 months from Sanofi (NASDAQ:SNY). The average price target for the French drugmaker is 35% above the current share price. The lowest target for Sanofi among the three analysts surveyed by Refinitiv expects the pharma stock to soar by at least 20%.\nSanofi's partnership with Regeneron gives the company multiple growth drivers. Sales of Dupixent are skyrocketing and could pick up more momentum with the U.S. Food and Drug Administration's new restrictions on JAK inhibitors. Cancer drug Libtayo continues to gain steam with additional approved indications.\nRegeneron isn't helping Sanofi on every front, though. The big drugmaker has several products of its own with strong sales growth, including rare blood disorder drug Cablivi, type 2 diabetes drug Soliqua, and its vaccines franchise.\nInvestors also get an added bonus with Sanofi -- its dividend. The company's dividend yield currently tops 4%, which makes Sanofi one of the most attractive pharma stocks for income-seeking investors.\n3. Vertex Pharmaceuticals\nWall Street is especially enthusiastic about the prospects for Vertex Pharmaceuticals (NASDAQ:VRTX). The consensus price target for the stock is nearly 41% above the current share price. Twenty-two of the 27 analysts surveyed by Refinitiv view Vertex as a buy or strong buy with the other two analysts recommending holding the stock.\nThe primary reason behind this bullishness is Vertex's cystic fibrosis (CF) franchise. There are only four approved CF drugs in the U.S. and Europe that treat the underlying cause of the genetic disease. Vertex markets all of them. The company's CF drugs should be able to generate even higher sales as Vertex picks up additional reimbursement deals and regulatory approvals.\nVertex could have a non-CF drug on the market in the not-too-distant future. The company is partnering with CRISPR Therapeutics to develop gene-editing therapy CTX001 in treating rare blood disorders beta-thalassemia and sickle cell disease. Vertex and CRISPR Therapeutics hope to be able to file for regulatory approvals as soon as 2023.\nOther pipeline candidates could also provide catalysts for the stock. Vertex expects to report results from a phase 2 study evaluating VX-147 in treating APOL1-mediated focal segmental glomerulosclerosis (FSGS) later this year. Data from a phase 2 study of VX-548 in treating acute pain following bunionectomy surgery should be announced in early 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346357784,"gmtCreate":1618007558948,"gmtModify":1634295312075,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;","text":"[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/346357784","repostId":"1168300924","repostType":4,"repost":{"id":"1168300924","pubTimestamp":1617955250,"share":"https://www.laohu8.com/m/news/1168300924?lang=&edition=full","pubTime":"2021-04-09 16:00","market":"us","language":"en","title":"Next Week’s IPO Lineup Is Growing. It Could Be Busy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1168300924","media":"barrons","summary":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Pa","content":"<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.</p><p>Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.</p><p>And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.</p><p>This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.</p><p>Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.</p><p>Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR,&nbsp;Bank of America‘s (BAC) BofA Securities, andCitigroup(C).</p><p>Founded in 2012, Applovin&nbsp;provides software&nbsp;used by mobile-game developers to grow their businesses.&nbsp; Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.</p><p>In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.</p><p>With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.</p><p>TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.</p><p>Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.</p><p>Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.</p><p>TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.</p><p>The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.</p><p>TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management &amp; Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.</p><p>The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.</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>Next Week’s IPO Lineup Is Growing. It Could Be Busy.</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\">\nNext Week’s IPO Lineup Is Growing. It Could Be Busy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six....</p>\n\n<a href=\"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RPHM":"Reneo Pharmaceuticals, Inc.","COIN":"Coinbase Global, Inc.","VECT":"VectivBio Holding AG","APP":"AppLovin Corporation","KRT":"Karat Packaging Inc.","ALKT":"Alkami Technology, Inc."},"source_url":"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168300924","content_text":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR, Bank of America‘s (BAC) BofA Securities, andCitigroup(C).Founded in 2012, Applovin provides software used by mobile-game developers to grow their businesses.  Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management & Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378297019,"gmtCreate":1619043278931,"gmtModify":1634289084903,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","listText":"Wow[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","text":"Wow[呆住] [呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378297019","repostId":"1182476779","repostType":4,"repost":{"id":"1182476779","pubTimestamp":1619019304,"share":"https://www.laohu8.com/m/news/1182476779?lang=&edition=full","pubTime":"2021-04-21 23:35","market":"us","language":"en","title":"Is Square the Long-Term Stock for You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182476779","media":"Motley Fool","summary":"The digital payments company is just getting started.\nSquare (NYSE:SQ) came back from an underwhelmi","content":"<p>The digital payments company is just getting started.</p>\n<p><b>Square</b>&nbsp;(NYSE:SQ)&nbsp;came back from an underwhelming first half of 2020 with big increases in revenue and gross payment volume in the fourth quarter. But the bigger story is that the&nbsp;fintech company's long-term potential became more apparent as the year went on, and the market rewarded shareholders with roughly 350% gains over the course of the year. ARK Invest chief Cathie Wood, whose investment decisions are watched by growth investors everywhere, has made Square&nbsp;one of her largest holdings. Is it the right long-term stock for you?</p>\n<p><b>The cashless society is coming</b></p>\n<p>Square operates two ecosystems: one for sellers, which caters to the small and medium-sized business clients that use its fintech solutions, and Cash App, which individuals use to send payments and related functions. In many ways, it's similar to fintech leader&nbsp;<b>PayPal</b>, which offers similar products and services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec52b2852a019a71e28772d69a6c0bc\" tg-width=\"2000\" tg-height=\"1488\"><span>IMAGE SOURCE: SQUARE.</span></p>\n<p>As would be expected, the seller division was mixed during the pandemic. Physical small businesses suffered during lockdowns, but many with digital capabilities flourished. Square sees a $100 billion addressable market, of which it has less than 3%.</p>\n<p>Cash App, though, was a high performer during the pandemic as people stayed home and relied on mobile wallets to send and receive money. The company also expanded features for Cash App, such as stock and&nbsp;<b>Bitcoin</b>&nbsp;trading, as well as Cash Card and a rewards program. More than a million Cash App users bought Bitcoin for the first time in Q4, and the cryptocurrency was traded two and a half times more than in Q4 2019. Square itself bought $230 million of Bitcoin recently as it steers itself toward an expanded digital payment ecosystem.</p>\n<p>CashApp users increased 50% over the prior year in the fourth quarter to 36 million, and Cash App revenue increased more than 500%. A little bit of context is necessary here: Square records Bitcoin volume as revenue, and Bitcoin accounted for 80% of Cash App revenue in the fourth quarter and more than half of total revenue. Without Bitcoin, though, Cash App still grew 137%.</p>\n<p>According to a McKinsey survey, digital penetration reached 78% in 2020, and that includes 93% for ages 13-34. People using more than one type of digital payment increased to 58%. More than half of survey respondents said they shifted to online shopping during the pandemic, and more than a third said they would increase that. The pandemic accelerated what was already a shift to digital payments, and that's good news for Square.</p>\n<p><b>The power of the mobile wallet</b></p>\n<p>Square is poised to benefit from the move to digital wallets, and that means increased revenue from a growing and engaged user base. A Cash App account is simpler to use than a bank account, and the \"ecosystem\" aspect of Cash App as a peer-to-peer payments account and trading account is a very attractive feature. As we become more cashless, Square's investments in its platform are likely to yield more customers, higher engagement, and increased revenue.</p>\n<p>Cash App is also becoming more profitable, with gross profit per user up 70% year over year in Q4. Square became profitable for the first time in 2018, and it's been posting more consistent profits over the past two years. Q4 earnings of $294 million were a 24% decrease year over year, but as the seller business gets back up to speed, that should increase.</p>\n<p>Square sees a more than $60 billion addressable market for Cash App, of which it has less than 2%. In the near term, it's planning to gain market share by expanding the Cash App product line and improving customer service. But it has strong tailwinds that will continue to accelerate digital payment adoption as we move away from the pandemic.</p>\n<p>If you're looking for a growth stock that offers potential in the short and long term, Square is a candidate for you. Square stock has gained more than 1,500% over the past five years, but there is much more opportunity ahead, and the company is making moves to harness its potential.</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>Is Square the Long-Term Stock for You?</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 Square the Long-Term Stock for You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/21/is-square-the-long-term-stock-for-you/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The digital payments company is just getting started.\nSquare (NYSE:SQ) came back from an underwhelming first half of 2020 with big increases in revenue and gross payment volume in the fourth quarter. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/21/is-square-the-long-term-stock-for-you/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://www.fool.com/investing/2021/04/21/is-square-the-long-term-stock-for-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182476779","content_text":"The digital payments company is just getting started.\nSquare (NYSE:SQ) came back from an underwhelming first half of 2020 with big increases in revenue and gross payment volume in the fourth quarter. But the bigger story is that the fintech company's long-term potential became more apparent as the year went on, and the market rewarded shareholders with roughly 350% gains over the course of the year. ARK Invest chief Cathie Wood, whose investment decisions are watched by growth investors everywhere, has made Square one of her largest holdings. Is it the right long-term stock for you?\nThe cashless society is coming\nSquare operates two ecosystems: one for sellers, which caters to the small and medium-sized business clients that use its fintech solutions, and Cash App, which individuals use to send payments and related functions. In many ways, it's similar to fintech leader PayPal, which offers similar products and services.\nIMAGE SOURCE: SQUARE.\nAs would be expected, the seller division was mixed during the pandemic. Physical small businesses suffered during lockdowns, but many with digital capabilities flourished. Square sees a $100 billion addressable market, of which it has less than 3%.\nCash App, though, was a high performer during the pandemic as people stayed home and relied on mobile wallets to send and receive money. The company also expanded features for Cash App, such as stock and Bitcoin trading, as well as Cash Card and a rewards program. More than a million Cash App users bought Bitcoin for the first time in Q4, and the cryptocurrency was traded two and a half times more than in Q4 2019. Square itself bought $230 million of Bitcoin recently as it steers itself toward an expanded digital payment ecosystem.\nCashApp users increased 50% over the prior year in the fourth quarter to 36 million, and Cash App revenue increased more than 500%. A little bit of context is necessary here: Square records Bitcoin volume as revenue, and Bitcoin accounted for 80% of Cash App revenue in the fourth quarter and more than half of total revenue. Without Bitcoin, though, Cash App still grew 137%.\nAccording to a McKinsey survey, digital penetration reached 78% in 2020, and that includes 93% for ages 13-34. People using more than one type of digital payment increased to 58%. More than half of survey respondents said they shifted to online shopping during the pandemic, and more than a third said they would increase that. The pandemic accelerated what was already a shift to digital payments, and that's good news for Square.\nThe power of the mobile wallet\nSquare is poised to benefit from the move to digital wallets, and that means increased revenue from a growing and engaged user base. A Cash App account is simpler to use than a bank account, and the \"ecosystem\" aspect of Cash App as a peer-to-peer payments account and trading account is a very attractive feature. As we become more cashless, Square's investments in its platform are likely to yield more customers, higher engagement, and increased revenue.\nCash App is also becoming more profitable, with gross profit per user up 70% year over year in Q4. Square became profitable for the first time in 2018, and it's been posting more consistent profits over the past two years. Q4 earnings of $294 million were a 24% decrease year over year, but as the seller business gets back up to speed, that should increase.\nSquare sees a more than $60 billion addressable market for Cash App, of which it has less than 2%. In the near term, it's planning to gain market share by expanding the Cash App product line and improving customer service. But it has strong tailwinds that will continue to accelerate digital payment adoption as we move away from the pandemic.\nIf you're looking for a growth stock that offers potential in the short and long term, Square is a candidate for you. Square stock has gained more than 1,500% over the past five years, but there is much more opportunity ahead, and the company is making moves to harness its potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345088310,"gmtCreate":1618265295930,"gmtModify":1634294141053,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] [呆住] [呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345088310","repostId":"2126060329","repostType":4,"repost":{"id":"2126060329","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618241700,"share":"https://www.laohu8.com/m/news/2126060329?lang=&edition=full","pubTime":"2021-04-12 23:35","market":"us","language":"en","title":"Stocks edge back to kick off earnings week as Powell says U.S. economy at 'inflection point'","url":"https://stock-news.laohu8.com/highlight/detail?id=2126060329","media":"Dow Jones","summary":"U.S. stocks traded modestly lower Monday at the start of a week that will see the unofficial start o","content":"<p>U.S. stocks traded modestly lower Monday at the start of a week that will see the unofficial start of first-quarter earnings, headlined by some of the nation's largest banks, including JPMorgan Chase &amp; Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> and Goldman Sachs Group<a href=\"https://laohu8.com/S/GS\">$(GS)$</a>.</p>\n<p>Market participants were also weighing comments from Federal Reserve Chairman Jerome Powell, who spoke during a \"60 Minutes\" interview that aired on Sunday.</p>\n<p><b>How are stock benchmarks performing?</b></p>\n<p>On Friday , the S&amp;P 500 booked a 2.7% weekly gain, the Dow rose 2%, and the Nasdaq Composite logged a 3.1% weekly rise. The S&amp;P 500 and the Dow booked their third straight weekly gain, while the Nasdaq has climbed for two weeks in a row.</p>\n<p><b>What's driving the market?</b></p>\n<p>On Sunday, Powell said that the economy is going to start growing strongly in the second half of the year, but emphasized that that rebound shouldn't lead anyone to believe that the central bank would dial up interest rates in 2021.</p>\n<p>\"I think it's unlikely that we would raise rates anything like this year,\" Powell said during the \"60 minutes\" interview which was taped at the Fed's headquarters on Wednesday and aired Sunday evening.</p>\n<p>The Fed chief said the economy \"seems to be at an inflection point,\" with strong growth coming \"right now\" and the weakness caused by the coronavirus pandemic in the rearview mirror.</p>\n<p>Powell's comments come as Wall Street is positioning for the start of first-quarter corporate results, which could offer further clues about whether <a href=\"https://laohu8.com/S/AONE\">one</a> of the market's biggest fears is coming to fruition: a too-hot economy and surge in inflation that compels policy makers to substantially raise rates and dial back accommodative policies sooner than expected.</p>\n<p>So far, Fed officials have said they expect a rise in inflation to be transitory and have repeatedly stated that they would be focused on ensuring that the labor market makes a full recovery before considering easing policy.</p>\n<p>As earnings season kicks off, \"I'm waiting to see how the market reacts,\" said Keith Lerner, chief market strategist for Truist Advisory Services. \"A lot has been priced in and the market is looking for earnings to confirm that that's the correct move. The hurdle rate for positive surprises has moved up.\"</p>\n<p>Lerner thinks the Fed will remain \"supportive\" and even if bond yields rise, the market should absorb the next leg higher as long as it isn't too steep.</p>\n<p>\"We've had a very gradual, but steady, low-volatility move to new highs,\" Lerner said in an interview. \"I still think the primary market trend is higher, but as we head into earnings, I suspect we start trading a little more rangebound. When the primary trend is higher, you don't want to worry about the hiccups.\"</p>\n<p>Some strategists fear, however, that stock valuations remain elevated despite uncertainties that include inflation and the tax regime.</p>\n<p>Stocks mostly ended at records last week and the Nasdaq Composite, after falling into correction in March --defined as a drop of at least 10% from a recent peak--stands less than 2% from its Feb. 12 all-time closing high. Gains for equity benchmarks have come despite concerns about out-of-control inflation and the possibility that President Joe Biden will raise the corporate tax rate to 28% from 21% to help fund his $2.4 trillion infrastructure proposal.</p>\n<p>\"The investment community is too upbeat in our opinion, not showing any concern for plausible tax increases being proposed by the Biden administration,\" wrote Citigroup research analysts, Tobias Levkovich, Lorraine Schmitt and Jennifer Stahmer, in a research note dated April 7.</p>\n<p>\"Indeed, all developments are perceived as positive news. Yet, such <a href=\"https://laohu8.com/S/AONE.U\">one</a>-sided views are not usually a good starting point,\" the Citi researchers wrote.</p>\n<p>Meanwhile, Germany was preparing new COVID-inspired legislation which would enable the eurozone's largest economy to impose national restrictions without regional government approval. England, meanwhile, reopened pubs for outdoor drinking, and hairdressers.</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>Stocks edge back to kick off earnings week as Powell says U.S. economy at 'inflection point'</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\">\nStocks edge back to kick off earnings week as Powell says U.S. economy at 'inflection point'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-12 23:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks traded modestly lower Monday at the start of a week that will see the unofficial start of first-quarter earnings, headlined by some of the nation's largest banks, including JPMorgan Chase &amp; Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> and Goldman Sachs Group<a href=\"https://laohu8.com/S/GS\">$(GS)$</a>.</p>\n<p>Market participants were also weighing comments from Federal Reserve Chairman Jerome Powell, who spoke during a \"60 Minutes\" interview that aired on Sunday.</p>\n<p><b>How are stock benchmarks performing?</b></p>\n<p>On Friday , the S&amp;P 500 booked a 2.7% weekly gain, the Dow rose 2%, and the Nasdaq Composite logged a 3.1% weekly rise. The S&amp;P 500 and the Dow booked their third straight weekly gain, while the Nasdaq has climbed for two weeks in a row.</p>\n<p><b>What's driving the market?</b></p>\n<p>On Sunday, Powell said that the economy is going to start growing strongly in the second half of the year, but emphasized that that rebound shouldn't lead anyone to believe that the central bank would dial up interest rates in 2021.</p>\n<p>\"I think it's unlikely that we would raise rates anything like this year,\" Powell said during the \"60 minutes\" interview which was taped at the Fed's headquarters on Wednesday and aired Sunday evening.</p>\n<p>The Fed chief said the economy \"seems to be at an inflection point,\" with strong growth coming \"right now\" and the weakness caused by the coronavirus pandemic in the rearview mirror.</p>\n<p>Powell's comments come as Wall Street is positioning for the start of first-quarter corporate results, which could offer further clues about whether <a href=\"https://laohu8.com/S/AONE\">one</a> of the market's biggest fears is coming to fruition: a too-hot economy and surge in inflation that compels policy makers to substantially raise rates and dial back accommodative policies sooner than expected.</p>\n<p>So far, Fed officials have said they expect a rise in inflation to be transitory and have repeatedly stated that they would be focused on ensuring that the labor market makes a full recovery before considering easing policy.</p>\n<p>As earnings season kicks off, \"I'm waiting to see how the market reacts,\" said Keith Lerner, chief market strategist for Truist Advisory Services. \"A lot has been priced in and the market is looking for earnings to confirm that that's the correct move. The hurdle rate for positive surprises has moved up.\"</p>\n<p>Lerner thinks the Fed will remain \"supportive\" and even if bond yields rise, the market should absorb the next leg higher as long as it isn't too steep.</p>\n<p>\"We've had a very gradual, but steady, low-volatility move to new highs,\" Lerner said in an interview. \"I still think the primary market trend is higher, but as we head into earnings, I suspect we start trading a little more rangebound. When the primary trend is higher, you don't want to worry about the hiccups.\"</p>\n<p>Some strategists fear, however, that stock valuations remain elevated despite uncertainties that include inflation and the tax regime.</p>\n<p>Stocks mostly ended at records last week and the Nasdaq Composite, after falling into correction in March --defined as a drop of at least 10% from a recent peak--stands less than 2% from its Feb. 12 all-time closing high. Gains for equity benchmarks have come despite concerns about out-of-control inflation and the possibility that President Joe Biden will raise the corporate tax rate to 28% from 21% to help fund his $2.4 trillion infrastructure proposal.</p>\n<p>\"The investment community is too upbeat in our opinion, not showing any concern for plausible tax increases being proposed by the Biden administration,\" wrote Citigroup research analysts, Tobias Levkovich, Lorraine Schmitt and Jennifer Stahmer, in a research note dated April 7.</p>\n<p>\"Indeed, all developments are perceived as positive news. Yet, such <a href=\"https://laohu8.com/S/AONE.U\">one</a>-sided views are not usually a good starting point,\" the Citi researchers wrote.</p>\n<p>Meanwhile, Germany was preparing new COVID-inspired legislation which would enable the eurozone's largest economy to impose national restrictions without regional government approval. England, meanwhile, reopened pubs for outdoor drinking, and hairdressers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POWL":"Powell Industries"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126060329","content_text":"U.S. stocks traded modestly lower Monday at the start of a week that will see the unofficial start of first-quarter earnings, headlined by some of the nation's largest banks, including JPMorgan Chase & Co. $(JPM)$ and Goldman Sachs Group$(GS)$.\nMarket participants were also weighing comments from Federal Reserve Chairman Jerome Powell, who spoke during a \"60 Minutes\" interview that aired on Sunday.\nHow are stock benchmarks performing?\nOn Friday , the S&P 500 booked a 2.7% weekly gain, the Dow rose 2%, and the Nasdaq Composite logged a 3.1% weekly rise. The S&P 500 and the Dow booked their third straight weekly gain, while the Nasdaq has climbed for two weeks in a row.\nWhat's driving the market?\nOn Sunday, Powell said that the economy is going to start growing strongly in the second half of the year, but emphasized that that rebound shouldn't lead anyone to believe that the central bank would dial up interest rates in 2021.\n\"I think it's unlikely that we would raise rates anything like this year,\" Powell said during the \"60 minutes\" interview which was taped at the Fed's headquarters on Wednesday and aired Sunday evening.\nThe Fed chief said the economy \"seems to be at an inflection point,\" with strong growth coming \"right now\" and the weakness caused by the coronavirus pandemic in the rearview mirror.\nPowell's comments come as Wall Street is positioning for the start of first-quarter corporate results, which could offer further clues about whether one of the market's biggest fears is coming to fruition: a too-hot economy and surge in inflation that compels policy makers to substantially raise rates and dial back accommodative policies sooner than expected.\nSo far, Fed officials have said they expect a rise in inflation to be transitory and have repeatedly stated that they would be focused on ensuring that the labor market makes a full recovery before considering easing policy.\nAs earnings season kicks off, \"I'm waiting to see how the market reacts,\" said Keith Lerner, chief market strategist for Truist Advisory Services. \"A lot has been priced in and the market is looking for earnings to confirm that that's the correct move. The hurdle rate for positive surprises has moved up.\"\nLerner thinks the Fed will remain \"supportive\" and even if bond yields rise, the market should absorb the next leg higher as long as it isn't too steep.\n\"We've had a very gradual, but steady, low-volatility move to new highs,\" Lerner said in an interview. \"I still think the primary market trend is higher, but as we head into earnings, I suspect we start trading a little more rangebound. When the primary trend is higher, you don't want to worry about the hiccups.\"\nSome strategists fear, however, that stock valuations remain elevated despite uncertainties that include inflation and the tax regime.\nStocks mostly ended at records last week and the Nasdaq Composite, after falling into correction in March --defined as a drop of at least 10% from a recent peak--stands less than 2% from its Feb. 12 all-time closing high. Gains for equity benchmarks have come despite concerns about out-of-control inflation and the possibility that President Joe Biden will raise the corporate tax rate to 28% from 21% to help fund his $2.4 trillion infrastructure proposal.\n\"The investment community is too upbeat in our opinion, not showing any concern for plausible tax increases being proposed by the Biden administration,\" wrote Citigroup research analysts, Tobias Levkovich, Lorraine Schmitt and Jennifer Stahmer, in a research note dated April 7.\n\"Indeed, all developments are perceived as positive news. Yet, such one-sided views are not usually a good starting point,\" the Citi researchers wrote.\nMeanwhile, Germany was preparing new COVID-inspired legislation which would enable the eurozone's largest economy to impose national restrictions without regional government approval. England, meanwhile, reopened pubs for outdoor drinking, and hairdressers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343479198,"gmtCreate":1617752699014,"gmtModify":1634296771713,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343479198","repostId":"1108754268","repostType":4,"repost":{"id":"1108754268","pubTimestamp":1617750152,"share":"https://www.laohu8.com/m/news/1108754268?lang=&edition=full","pubTime":"2021-04-07 07:02","market":"us","language":"en","title":"A 'significant' stock market 'consolidation' may only be months away: Deutsche Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=1108754268","media":"yahoo finance","summary":"Nothing has been able to shake the new bull market in recent weeks — not a still elevated 10-year Tr","content":"<p>Nothing has been able to shake the new bull market in recent weeks — not a still elevated 10-year Treasury yield orthreats of higher taxeson the wealthy and corporations by the Biden administration.</p>\n<p>But the one thing that has powered the S&amp;P 500 beyond a record 4,000 — data that indicates a strong post COVID-19economic recovery is rapidly building— may turn out to ruin the rally. And it could play out within three months, warns widely followed Deutsche Bank Chief Strategist Binky Chadha.</p>\n<p>\"Very near term, we expect equities to continue to be well supported by the acceleration in macro growth, and see buying by systematic strategies and buybacks driving a grind higher. But we expect a significant consolidation (-6% to -10%) as growth peaks over the next three months,\" Chadha wrote in a new research note on Tuesday.</p>\n<p>Chadha calls out peaking ISM data — which has been coming in hot of late — as the potential trigger point for a steep market pullback.</p>\n<p>\"Our house economics forecast implies a flattening out of the ISMs at elevated levels beginning in Q2 (64) and continuing into Q3 (63). There are a number of considerations though that suggest the monthly ISMs peak more sharply over the next three months and slow in keeping with the historical inverted-V shaped pattern. We look for discretionary investor equity positioning to be pared with a peak in the ISMs and do not expect retail to buy the dip. We then see equities rallying back as our baseline remains for strong growth but only a gradual and modest rise in inflation,\" explains Chadha.</p>\n<p>Thus far, investors are hardly positioned for any sizable spring/early summer swoon in stocks — with good reason as the economic data has been impressive.</p>\n<p>TheU.S. economy created 916,000 jobs in March, the Bureau of Labor Statistics reported last week. That crushed Wall Street estimates for a 660,000 increase. The gain has some economic forecasters tellingYahoo Finance Livethe economy could be on the verge of creating a million jobs a month very soon.</p>\n<p>Meanwhile, data fromIHS Markitand theInstitute for Supply Managementon activity in the services sector on Monday blew the doors off analyst estimates as the ISM's activity index surged to a record high, as Yahoo Finance's Myles Udland wrote in theMorning Briefnewsletter. IHS Markit's reading was the best in seven years, noted Udland.</p>\n<p>And last but not least,corporate profit estimatesfor the first quarter have continued to trend noticeably higher amid the acceleration in economic data.</p>\n<p>But if economic data moderates as Chadha expects, the stock market could lose a key catalyst. That's not lost by Chadha's peers on Wall Street.</p>\n<p>\"Our view coming into 2021 was that earnings will drive markets higher and valuations will take a backseat, and actually be flat to down for the year. But the good news is actually starting to get priced in here, and we think it's going to become more challenging for investors and trickier,\" said Saira Malik, global equities chief investment officer and global portfolio manager at Nuveen, onYahoo Finance Live.</p>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A 'significant' stock market 'consolidation' may only be months away: Deutsche Bank</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 'significant' stock market 'consolidation' may only be months away: Deutsche Bank\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/a-significant-stock-market-consolidation-may-only-be-months-away-deutsche-bank-173851762.html><strong>yahoo finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nothing has been able to shake the new bull market in recent weeks — not a still elevated 10-year Treasury yield orthreats of higher taxeson the wealthy and corporations by the Biden administration.\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/a-significant-stock-market-consolidation-may-only-be-months-away-deutsche-bank-173851762.html\">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","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/a-significant-stock-market-consolidation-may-only-be-months-away-deutsche-bank-173851762.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108754268","content_text":"Nothing has been able to shake the new bull market in recent weeks — not a still elevated 10-year Treasury yield orthreats of higher taxeson the wealthy and corporations by the Biden administration.\nBut the one thing that has powered the S&P 500 beyond a record 4,000 — data that indicates a strong post COVID-19economic recovery is rapidly building— may turn out to ruin the rally. And it could play out within three months, warns widely followed Deutsche Bank Chief Strategist Binky Chadha.\n\"Very near term, we expect equities to continue to be well supported by the acceleration in macro growth, and see buying by systematic strategies and buybacks driving a grind higher. But we expect a significant consolidation (-6% to -10%) as growth peaks over the next three months,\" Chadha wrote in a new research note on Tuesday.\nChadha calls out peaking ISM data — which has been coming in hot of late — as the potential trigger point for a steep market pullback.\n\"Our house economics forecast implies a flattening out of the ISMs at elevated levels beginning in Q2 (64) and continuing into Q3 (63). There are a number of considerations though that suggest the monthly ISMs peak more sharply over the next three months and slow in keeping with the historical inverted-V shaped pattern. We look for discretionary investor equity positioning to be pared with a peak in the ISMs and do not expect retail to buy the dip. We then see equities rallying back as our baseline remains for strong growth but only a gradual and modest rise in inflation,\" explains Chadha.\nThus far, investors are hardly positioned for any sizable spring/early summer swoon in stocks — with good reason as the economic data has been impressive.\nTheU.S. economy created 916,000 jobs in March, the Bureau of Labor Statistics reported last week. That crushed Wall Street estimates for a 660,000 increase. The gain has some economic forecasters tellingYahoo Finance Livethe economy could be on the verge of creating a million jobs a month very soon.\nMeanwhile, data fromIHS Markitand theInstitute for Supply Managementon activity in the services sector on Monday blew the doors off analyst estimates as the ISM's activity index surged to a record high, as Yahoo Finance's Myles Udland wrote in theMorning Briefnewsletter. IHS Markit's reading was the best in seven years, noted Udland.\nAnd last but not least,corporate profit estimatesfor the first quarter have continued to trend noticeably higher amid the acceleration in economic data.\nBut if economic data moderates as Chadha expects, the stock market could lose a key catalyst. That's not lost by Chadha's peers on Wall Street.\n\"Our view coming into 2021 was that earnings will drive markets higher and valuations will take a backseat, and actually be flat to down for the year. But the good news is actually starting to get priced in here, and we think it's going to become more challenging for investors and trickier,\" said Saira Malik, global equities chief investment officer and global portfolio manager at Nuveen, onYahoo Finance Live.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826889524,"gmtCreate":1634003301316,"gmtModify":1634003301379,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826889524","repostId":"2174120900","repostType":4,"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377455012,"gmtCreate":1619561610536,"gmtModify":1634211876097,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;","text":"[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377455012","repostId":"1118284851","repostType":4,"repost":{"id":"1118284851","pubTimestamp":1619486023,"share":"https://www.laohu8.com/m/news/1118284851?lang=&edition=full","pubTime":"2021-04-27 09:13","market":"us","language":"en","title":"Alphabet Reports Earnings Tuesday. Here Is What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1118284851","media":"Barrons","summary":"With the digital advertising market in recovery across all industries, Alphabet will likely benefit when it reports first-quarter earnings Tuesday.Yet, after a powerful fourth-quarter, expectations for Alphabet  have ratcheted up considerably.The consensus adjusted earnings estimate has jumped nearly 15% since January, now clocking in at $18.05 a share. Analyst revenue expectations have increased roughly 5% since January, with the current expectation at $42.48 billion, excluding traffic acquisit","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27f6b1c075346da3bdbc11535996e584\" tg-width=\"1260\" tg-height=\"840\"><span>Drew Angerer/Getty Images</span></p>\n<p>With the digital advertising market in recovery across all industries, Alphabet will likely benefit when it reports first-quarter earnings Tuesday.</p>\n<p>Yet, after a powerful fourth-quarter, expectations for Alphabet&nbsp;(ticker: GOOGL) have ratcheted up considerably.</p>\n<p>The consensus adjusted earnings estimate has jumped nearly 15% since January, now clocking in at $18.05 a share. Analyst revenue expectations have increased roughly 5% since January, with the current expectation at $42.48 billion, excluding traffic acquisitions costs, or TAC; with TAC, analysts model total revenue of $51.66 billion.</p>\n<p>Stifel analyst Scott Devitt&nbsp;wrote that his team expects another batch of strong results. He argued that third-party data and industry commentary suggest that paid search ads will benefit from retail and commerce spending, and some early rebounding travel dollars.</p>\n<p>In typical years, advertising company revenue shrinks in the first quarter, compared with the holidays. But this year, Devitt wrote the decline is expected to be less significant.</p>\n<p>Baird analyst Colin Sebastian&nbsp;wrote in a note that data collected by his team supports prospects for a strong online ad spending rebound through this year. According to his calculations, spending will increase 26% to just under $200 billion in the U.S. Alphabet is set to capture the most of, followed by Facebook&nbsp;(FB),&nbsp;and Amazon.com&nbsp;(AMZN).</p>\n<p>Snap&nbsp;reported better-than-forecast results for the first quarter last week, also supporting the idea that digital ad sales are rebounding quickly.</p>\n<p>MKM Partners analyst Rohit Kulkarni&nbsp;wrote that his team was “marginally cautious” in part because of the high expectations ahead of results. In the research note Kulkarni said his top questions include whether the company can accelerate YouTube revenue similar to other social media platforms. The consensus estimate for YouTube ad sales is $5.72 billion.</p>\n<p>In its fourth-quarter earnings, Alphabet broke out its cloud business as a separate reporting segment. Doing so gave investors the first opportunity to gauge its profitability, through its operating income or losses line item. Analysts had a mixed view of the operating losses it reported but it’s likely a positive sign the company started to make the disclosure.</p>\n<p>For the first quarter, analysts expect the company’s cloud computing segment to report revenue of $4.01 billion.</p>\n<p>Of the sell-side analysts that cover Alphabet, 95% rate shares a Buy, and 4.7% rate it a Hold. There are no Sell ratings on the stock. The average target price is $2,509.44, which implies upside of 8.6%.</p>\n<p>Alphabet Class A shares closed up 0.4% to $2,309.93. Shares of the company surged 81% in the past year as the S&amp;P 500 index advanced 48%.</p>\n<p>Alphabet is expected to report earnings after the closing bell Tuesday, and has scheduled a conference call for 5 p.m. Eastern time.</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>Alphabet Reports Earnings Tuesday. Here Is What to Expect.</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\">\nAlphabet Reports Earnings Tuesday. Here Is What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/alphabet-reports-earnings-tuesday-here-is-what-to-expect-51619473308?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Drew Angerer/Getty Images\nWith the digital advertising market in recovery across all industries, Alphabet will likely benefit when it reports first-quarter earnings Tuesday.\nYet, after a powerful ...</p>\n\n<a href=\"https://www.barrons.com/articles/alphabet-reports-earnings-tuesday-here-is-what-to-expect-51619473308?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.barrons.com/articles/alphabet-reports-earnings-tuesday-here-is-what-to-expect-51619473308?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118284851","content_text":"Drew Angerer/Getty Images\nWith the digital advertising market in recovery across all industries, Alphabet will likely benefit when it reports first-quarter earnings Tuesday.\nYet, after a powerful fourth-quarter, expectations for Alphabet (ticker: GOOGL) have ratcheted up considerably.\nThe consensus adjusted earnings estimate has jumped nearly 15% since January, now clocking in at $18.05 a share. Analyst revenue expectations have increased roughly 5% since January, with the current expectation at $42.48 billion, excluding traffic acquisitions costs, or TAC; with TAC, analysts model total revenue of $51.66 billion.\nStifel analyst Scott Devitt wrote that his team expects another batch of strong results. He argued that third-party data and industry commentary suggest that paid search ads will benefit from retail and commerce spending, and some early rebounding travel dollars.\nIn typical years, advertising company revenue shrinks in the first quarter, compared with the holidays. But this year, Devitt wrote the decline is expected to be less significant.\nBaird analyst Colin Sebastian wrote in a note that data collected by his team supports prospects for a strong online ad spending rebound through this year. According to his calculations, spending will increase 26% to just under $200 billion in the U.S. Alphabet is set to capture the most of, followed by Facebook (FB), and Amazon.com (AMZN).\nSnap reported better-than-forecast results for the first quarter last week, also supporting the idea that digital ad sales are rebounding quickly.\nMKM Partners analyst Rohit Kulkarni wrote that his team was “marginally cautious” in part because of the high expectations ahead of results. In the research note Kulkarni said his top questions include whether the company can accelerate YouTube revenue similar to other social media platforms. The consensus estimate for YouTube ad sales is $5.72 billion.\nIn its fourth-quarter earnings, Alphabet broke out its cloud business as a separate reporting segment. Doing so gave investors the first opportunity to gauge its profitability, through its operating income or losses line item. Analysts had a mixed view of the operating losses it reported but it’s likely a positive sign the company started to make the disclosure.\nFor the first quarter, analysts expect the company’s cloud computing segment to report revenue of $4.01 billion.\nOf the sell-side analysts that cover Alphabet, 95% rate shares a Buy, and 4.7% rate it a Hold. There are no Sell ratings on the stock. The average target price is $2,509.44, which implies upside of 8.6%.\nAlphabet Class A shares closed up 0.4% to $2,309.93. Shares of the company surged 81% in the past year as the S&P 500 index advanced 48%.\nAlphabet is expected to report earnings after the closing bell Tuesday, and has scheduled a conference call for 5 p.m. Eastern time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377452535,"gmtCreate":1619561591127,"gmtModify":1634211876457,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377452535","repostId":"1155157199","repostType":4,"repost":{"id":"1155157199","pubTimestamp":1619494851,"share":"https://www.laohu8.com/m/news/1155157199?lang=&edition=full","pubTime":"2021-04-27 11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p>The shares have gained 18% year to date.</p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</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>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377455395,"gmtCreate":1619561622817,"gmtModify":1634211875856,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377455395","repostId":"2130522345","repostType":4,"repost":{"id":"2130522345","pubTimestamp":1619484161,"share":"https://www.laohu8.com/m/news/2130522345?lang=&edition=full","pubTime":"2021-04-27 08:42","market":"us","language":"en","title":"AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?","url":"https://stock-news.laohu8.com/highlight/detail?id=2130522345","media":"MarketWatch","summary":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined. AMD first launched the EPYC family of server chips in 2017. AMD. Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.AMD $$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $$ reported results last week, the market-share leader","content":"<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p>\n<p>Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p>\n<p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p>\n<p>Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p>\n<p>Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p>\n<p>This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p>\n<p>AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p>\n<p>In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p>\n<p><b>What to expect</b></p>\n<p>Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p>\n<p>Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p>\n<p>Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p>\n<p><b>What analysts are saying</b></p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p>\n<p>\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p>\n<p>Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p>\n<p>\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p>\n<p>B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p>\n<p>For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p>\n<p>Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced ...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?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":{},"source_url":"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130522345","content_text":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.\nAMD $(AMD)$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $(INTC)$ reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.\nAnalysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel\nWall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .\nThis all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.\nAMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.\nIn early April, shareholders from AMD and Xilinx Inc. approved a $35 billion wrap-up between the two companies. In March, the company announced a new gaming card.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.\nRevenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.\nStock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.\n\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"\nMorgan Stanley analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"\nMoore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s $(MSFT)$ and Sony Group Corp.'s gaming consoles.\n\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.\nB of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"\nFor AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"\nOf the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.","news_type":1},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341263128,"gmtCreate":1617832820364,"gmtModify":1634296317359,"author":{"id":"3576021125565845","authorId":"3576021125565845","name":"Kuxn","avatar":"https://static.tigerbbs.com/735264c1e1b135b6b4b9925b858173c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","listText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341263128","repostId":"1164347728","repostType":4,"repost":{"id":"1164347728","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1617808456,"share":"https://www.laohu8.com/m/news/1164347728?lang=&edition=full","pubTime":"2021-04-07 23:14","market":"us","language":"en","title":"IMF officials endorse Biden's corporate tax hike, global minimum plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1164347728","media":"Reuters","summary":"International Monetary Fund officials on Wednesday endorsed U.S. President Joe Biden’s plan to raise","content":"<p>International Monetary Fund officials on Wednesday endorsed U.S. President Joe Biden’s plan to raise corporate income taxes and negotiate a global minimum tax, adding that companies and wealthy individuals that have prospered during the pandemic can afford to pay more.</p><p>“The IMF has been calling for a minimum global corporate income tax rate as a way to interrupt the race to the bottom in corporate income taxation,” IMF Fiscal Affairs Director Vitor Gaspar told a news conference. “And that is something which is important to ensure that governments have the resources needed to the various spending priorities that they have to serve.”</p><p>Biden’s tax plan, which is expected to be discussed by G20 finance officials on Wednesday, seeks to deter multinational companies from shifting profits to low-tax jurisdictions by setting a broadly agreed global minimum.</p><p>Paolo Mauro, the IMF deputy fiscal director, said there was an opportunity for wealthier countries to reverse the erosion of their revenues by adding a COVID-19 tax “surcharge” for wealthy individuals and corporations.</p><p>“In advanced economies, there is an opportunity to reverse some of that erosion through action, both on the corporate income tax, and also other taxes such as personal income taxes or closing loopholes in capital income taxation, property taxes, inheritance taxes so there’s a whole menu of options available to policymakers,” Mauro said.</p><p>A corporate tax surcharge would recognize that “some corporates have done very well and have done very well in terms of stock market valuation” during the pandemic, Mauro said.</p><p>The IMF’s Fiscal Monitor report, released separately, recommended that despite rising debt levels, countries continue targeted support, especially for vaccines, which could accelerate their economic and fiscal recoveries.</p><p>Gaspar said that it was important for some countries to start to build medium-term fiscal credible frameworks for more balance between spending and revenues. He did not specify a specific time period, but this could take longer for many countries.</p><p>“The medium term is getting longer. And most countries will face growth and development challenges that require quite a long time frame,” he said, adding that Biden’s U.S. infrastructure investment plan is spread over a decade and new UK budget projections are spread over a long period.</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>IMF officials endorse Biden's corporate tax hike, global minimum plan</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\">\nIMF officials endorse Biden's corporate tax hike, global minimum plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-07 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>International Monetary Fund officials on Wednesday endorsed U.S. President Joe Biden’s plan to raise corporate income taxes and negotiate a global minimum tax, adding that companies and wealthy individuals that have prospered during the pandemic can afford to pay more.</p><p>“The IMF has been calling for a minimum global corporate income tax rate as a way to interrupt the race to the bottom in corporate income taxation,” IMF Fiscal Affairs Director Vitor Gaspar told a news conference. “And that is something which is important to ensure that governments have the resources needed to the various spending priorities that they have to serve.”</p><p>Biden’s tax plan, which is expected to be discussed by G20 finance officials on Wednesday, seeks to deter multinational companies from shifting profits to low-tax jurisdictions by setting a broadly agreed global minimum.</p><p>Paolo Mauro, the IMF deputy fiscal director, said there was an opportunity for wealthier countries to reverse the erosion of their revenues by adding a COVID-19 tax “surcharge” for wealthy individuals and corporations.</p><p>“In advanced economies, there is an opportunity to reverse some of that erosion through action, both on the corporate income tax, and also other taxes such as personal income taxes or closing loopholes in capital income taxation, property taxes, inheritance taxes so there’s a whole menu of options available to policymakers,” Mauro said.</p><p>A corporate tax surcharge would recognize that “some corporates have done very well and have done very well in terms of stock market valuation” during the pandemic, Mauro said.</p><p>The IMF’s Fiscal Monitor report, released separately, recommended that despite rising debt levels, countries continue targeted support, especially for vaccines, which could accelerate their economic and fiscal recoveries.</p><p>Gaspar said that it was important for some countries to start to build medium-term fiscal credible frameworks for more balance between spending and revenues. He did not specify a specific time period, but this could take longer for many countries.</p><p>“The medium term is getting longer. And most countries will face growth and development challenges that require quite a long time frame,” he said, adding that Biden’s U.S. infrastructure investment plan is spread over a decade and new UK budget projections are spread over a long period.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164347728","content_text":"International Monetary Fund officials on Wednesday endorsed U.S. President Joe Biden’s plan to raise corporate income taxes and negotiate a global minimum tax, adding that companies and wealthy individuals that have prospered during the pandemic can afford to pay more.“The IMF has been calling for a minimum global corporate income tax rate as a way to interrupt the race to the bottom in corporate income taxation,” IMF Fiscal Affairs Director Vitor Gaspar told a news conference. “And that is something which is important to ensure that governments have the resources needed to the various spending priorities that they have to serve.”Biden’s tax plan, which is expected to be discussed by G20 finance officials on Wednesday, seeks to deter multinational companies from shifting profits to low-tax jurisdictions by setting a broadly agreed global minimum.Paolo Mauro, the IMF deputy fiscal director, said there was an opportunity for wealthier countries to reverse the erosion of their revenues by adding a COVID-19 tax “surcharge” for wealthy individuals and corporations.“In advanced economies, there is an opportunity to reverse some of that erosion through action, both on the corporate income tax, and also other taxes such as personal income taxes or closing loopholes in capital income taxation, property taxes, inheritance taxes so there’s a whole menu of options available to policymakers,” Mauro said.A corporate tax surcharge would recognize that “some corporates have done very well and have done very well in terms of stock market valuation” during the pandemic, Mauro said.The IMF’s Fiscal Monitor report, released separately, recommended that despite rising debt levels, countries continue targeted support, especially for vaccines, which could accelerate their economic and fiscal recoveries.Gaspar said that it was important for some countries to start to build medium-term fiscal credible frameworks for more balance between spending and revenues. He did not specify a specific time period, but this could take longer for many countries.“The medium term is getting longer. And most countries will face growth and development challenges that require quite a long time frame,” he said, adding that Biden’s U.S. infrastructure investment plan is spread over a decade and new UK budget projections are spread over a long period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}