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2021-09-22
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C3.ai Stock Is Still Too Pricey Despite Its Sharp Correction
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2021-09-20
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2021-09-15
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Stock market opens slightly higher Wednesday, with Dow lagging peer benchmarks
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2021-09-13
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Cathie Wood's Latest Picks: 2 Stocks She Just Bought
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2021-09-10
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Toplines Before US Market Open on Friday
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2021-09-10
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ContextLogic Should Really Perform Better Than It Has Been
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2021-09-08
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Gold prices hold below $1,800, on track for consecutive losses
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2021-09-07
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Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?
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2021-09-06
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2021-08-30
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Moderna, BioNTech Rally Stalls Ahead of CDC Meeting on Boosters
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2021-08-27
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Box: A Comfortable Investment At Tremendously Cheap Prices
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2021-08-26
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AMC Stock: Running Of The Bulls Knocks Short Sellers Down
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2021-08-25
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Most recently, AI stock plunged after releasing subpar first-quarter results. Investors had high hopes for the company, but it has failed to deliver the kind of growth rates they were expecting.</p>\n<p>Though AI stock is reaching the buy zone, it’s still remarkably expensive, making it tough to invest in.</p>\n<p>C3.ai hadone of the top initial public offeringsof the past year, which saw its stock price quadruple. It hit its all-time high of $170 back in February, a near four-fold gain from the $42 IPO price. Since then, it has given back nearly all of that. In the past six months, the stock has generated a negative return of 38%.</p>\n<p>However, despite its recent dip, AI stock is still trading at over 21 times forward sales. Though some buy-the-dip opportunities can arise in the future, at this point, the stock is still overpriced.</p>\n<p><b>Operating Performance Behind AI Stock</b></p>\n<p>C3.ai recently posted its first-quarter results where its bottom-line losses widened from the prior-year period.Its revenues rose to $52.4 million, representing a healthy 29% increase on a year-over-year basis. Additionally, subscription revenues of $46.1 million increased by a substantial 29% from the same period last year. At the same time, it posted a massive net loss of $37.5 million compared to a minuscule profit of $150,000 from the prior year period.</p>\n<p>Looking ahead, it expects second-quarter revenues to come in at $56 million to $58 million, which is in line with analyst estimates. Similarly, its full-year revenue forecast of$243 million to $247 millionis also in line with consensus estimates.</p>\n<p>On paper, the top-line results may seem impressive but considering its past performance, and it’s a step backward. Revenues increased 88%, 48%, and 71% in 2018, 2019 and 2020, respectively. However, in fiscal 2021 the company’s revenues rose just 17%. The management has blamed the pandemic-fueled slowdown, which disrupted the energy and industrial markets, accounting for most of its sales.</p>\n<p>The company expects its operating losses to widen from $60.3 million to over$107 millionin fiscal 2022 as it looks to ramp up its investments. CFO Dave Barter laid out the company’s intention to “invest thoughtfully in headcount in programs to accelerate our revenue growth.”</p>\n<p><b>The Bear Case Is More Compelling</b></p>\n<p>So far, the bear case for C3.ai has won out. For starters, the company has a colossal valuation of over $5.2 billion and trades at over 21x forward sales. Forward revenue estimates are at just 28%, which is considered quite normal in the enterprise software business. Moreover, it relies on a handful of customers to generate revenues.</p>\n<p>Itsmain customer is<b>Baker Hughes</b>(NYSE:<b><u>BHGE</u></b>), an oil services giant representing about a third of its revenue. On top of that, you have the company’s sizeable losses, which continue to pile up with every passing quarter. It loses virtually every dollar it makes, in GAAP terms.</p>\n<p>Investors have clung to the stock due to AI’s buzz, arguably one of the hottest areas in software today. They also have a lot of confidence in itsCEO and founder Tom Seibel, who founded Siebel Systems, later sold to software giant<b>Oracle</b>(NASDAQ:<b><u>ORCL</u></b>).</p>\n<p><b>Bottom Line On AI Stock</b></p>\n<p>AI stock has sold off considerably since its highs in February and now trades at around its IPO price of $42. However, despite the sell-off, it is still overbought and unattractive based on its lackluster performance of late.</p>\n<p>The performance of its peers is far superior at this point and they are trading at more attractive price metrics. As we advance, C3.ai has a tough road ahead to narrow down its losses and reduce its dependence on a handful of customers for its revenues.</p>","source":"lsy1606302653667","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>C3.ai Stock Is Still Too Pricey Despite Its Sharp Correction</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nC3.ai Stock Is Still Too Pricey Despite Its Sharp Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-22 21:16 GMT+8 <a href=https://investorplace.com/2021/09/ai-stock-is-still-pricey-despite-its-sharp-correction/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI stock is trading at more than 21 times forward sales with unimpressive growth rates.\n\nShares of enterprise AI platformC3.ai(NYSE:AI)have cooled off considerably from their highs in February. Most ...</p>\n\n<a href=\"https://investorplace.com/2021/09/ai-stock-is-still-pricey-despite-its-sharp-correction/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc."},"source_url":"https://investorplace.com/2021/09/ai-stock-is-still-pricey-despite-its-sharp-correction/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124142626","content_text":"AI stock is trading at more than 21 times forward sales with unimpressive growth rates.\n\nShares of enterprise AI platformC3.ai(NYSE:AI)have cooled off considerably from their highs in February. Most recently, AI stock plunged after releasing subpar first-quarter results. Investors had high hopes for the company, but it has failed to deliver the kind of growth rates they were expecting.\nThough AI stock is reaching the buy zone, it’s still remarkably expensive, making it tough to invest in.\nC3.ai hadone of the top initial public offeringsof the past year, which saw its stock price quadruple. It hit its all-time high of $170 back in February, a near four-fold gain from the $42 IPO price. Since then, it has given back nearly all of that. In the past six months, the stock has generated a negative return of 38%.\nHowever, despite its recent dip, AI stock is still trading at over 21 times forward sales. Though some buy-the-dip opportunities can arise in the future, at this point, the stock is still overpriced.\nOperating Performance Behind AI Stock\nC3.ai recently posted its first-quarter results where its bottom-line losses widened from the prior-year period.Its revenues rose to $52.4 million, representing a healthy 29% increase on a year-over-year basis. Additionally, subscription revenues of $46.1 million increased by a substantial 29% from the same period last year. At the same time, it posted a massive net loss of $37.5 million compared to a minuscule profit of $150,000 from the prior year period.\nLooking ahead, it expects second-quarter revenues to come in at $56 million to $58 million, which is in line with analyst estimates. Similarly, its full-year revenue forecast of$243 million to $247 millionis also in line with consensus estimates.\nOn paper, the top-line results may seem impressive but considering its past performance, and it’s a step backward. Revenues increased 88%, 48%, and 71% in 2018, 2019 and 2020, respectively. However, in fiscal 2021 the company’s revenues rose just 17%. The management has blamed the pandemic-fueled slowdown, which disrupted the energy and industrial markets, accounting for most of its sales.\nThe company expects its operating losses to widen from $60.3 million to over$107 millionin fiscal 2022 as it looks to ramp up its investments. CFO Dave Barter laid out the company’s intention to “invest thoughtfully in headcount in programs to accelerate our revenue growth.”\nThe Bear Case Is More Compelling\nSo far, the bear case for C3.ai has won out. For starters, the company has a colossal valuation of over $5.2 billion and trades at over 21x forward sales. Forward revenue estimates are at just 28%, which is considered quite normal in the enterprise software business. Moreover, it relies on a handful of customers to generate revenues.\nItsmain customer isBaker Hughes(NYSE:BHGE), an oil services giant representing about a third of its revenue. On top of that, you have the company’s sizeable losses, which continue to pile up with every passing quarter. It loses virtually every dollar it makes, in GAAP terms.\nInvestors have clung to the stock due to AI’s buzz, arguably one of the hottest areas in software today. They also have a lot of confidence in itsCEO and founder Tom Seibel, who founded Siebel Systems, later sold to software giantOracle(NASDAQ:ORCL).\nBottom Line On AI Stock\nAI stock has sold off considerably since its highs in February and now trades at around its IPO price of $42. However, despite the sell-off, it is still overbought and unattractive based on its lackluster performance of late.\nThe performance of its peers is far superior at this point and they are trading at more attractive price metrics. As we advance, C3.ai has a tough road ahead to narrow down its losses and reduce its dependence on a handful of customers for its revenues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860341377,"gmtCreate":1632141101899,"gmtModify":1632802592112,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860341377","repostId":"1130418583","repostType":4,"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882456885,"gmtCreate":1631716409847,"gmtModify":1631886778267,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3578668729356671\">@ssw04104</a>: Hi","listText":"//<a href=\"https://laohu8.com/U/3578668729356671\">@ssw04104</a>: Hi","text":"//@ssw04104: Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/882456885","repostId":"1195655593","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882456974,"gmtCreate":1631716396598,"gmtModify":1631886778281,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882456974","repostId":"1195655593","repostType":4,"repost":{"id":"1195655593","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631712759,"share":"https://www.laohu8.com/m/news/1195655593?lang=&edition=full","pubTime":"2021-09-15 21:32","market":"us","language":"en","title":"Stock market opens slightly higher Wednesday, with Dow lagging peer benchmarks","url":"https://stock-news.laohu8.com/highlight/detail?id=1195655593","media":"Tiger Newspress","summary":"The S&P 500 rebounded slightly Wednesday after the stock average closed Tuesday at the lowest level since Aug. 20, the latest in a string of negative trading sessions this September.The major index traded ticked up 0.2%. The Dow Jones Industrial Average traded near the flatline. The Nasdaq Composite inched 0.2% higher.Some bullish economic news released before the bell Wednesday helped sooth investor sentiment. The NY Fed's Empire Index, a measure of manufacturing in the region came in at 34.3 f","content":"<p>The S&P 500 rebounded slightly Wednesday after the stock average closed Tuesday at the lowest level since Aug. 20, the latest in a string of negative trading sessions this September.</p>\n<p>The major index traded ticked up 0.2%. The Dow Jones Industrial Average traded near the flatline. The Nasdaq Composite inched 0.2% higher.</p>\n<p><img src=\"https://static.tigerbbs.com/14cfdae0b249c0e62fb230f3b2b5b05d\" tg-width=\"1061\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p>\n<p>Some bullish economic news released before the bell Wednesday helped sooth investor sentiment. The NY Fed's Empire Index, a measure of manufacturing in the region came in at 34.3 for September, way ahead of the 18 consensus estimate from FactSet and an acceleration from August.</p>\n<p>Markets have been in a funk so far this month amid rising investor worries about the delta variant derailing the economic recovery, along with hand-wringing over the next action by the Federal Reserve.</p>\n<p>Tuesday marked the fifth straight day of losses for the Nasdaq. The Dow, S&P 500 and the small-cap Russell 2000 index have been in the red for six of the last seven days.</p>\n<p>\"Despite concerns about the recent downshift in economic and business cycle momentum, we remain confident that strong growth lies ahead and activity is bound to re-accelerate,\" wrote JPMorgan strategist Dubravko Lakos-Bujas, in a note Wednesday. \"We remain positive on the equity outlook, and expect S&P 500 to reach 4,700 by end of this year and surpass 5,000 next year on better than expected earnings.\"</p>\n<p>Microsoft shares gained more than 1% in premarket trading after announcing a dividend increase and a sizable $60 billion share repurchase program.</p>\n<p>Energy stocks, which have been popular bets among investors banking on a big economic recovery, gained as WTI crude topped $71. Exxon added about 1%.</p>\n<p>Apple shares rebounded slightly after the shares fell Tuesday after the unveiling of a new iPhone and other products.</p>\n<p>Casino stocks like Las Vegas Sands and Wynn Resorts traded in the red again. Those names took a big hit Tuesday as the government of Macau looks to increase regulatory scrutiny over casinos and Chinese health authorities reported a Covid-19 outbreak.</p>\n<p>In regular trading Tuesday, the Dow fell 292.06 points, or 0.8%, to 34,577.57, retreating after it snapped a five-day losing streak on Monday. The S&P 500 lost 0.6% to finish at 4,443.05 and the Nasdaq Composite slipped 0.5% to 15,037.76.</p>\n<p>September hashistorically been a down monthfor the markets, which have seen an average decline of 0.56% in the month since 1945, according to CFRA. And after eight months of straight gains, strategists say a major pullback could be imminent.</p>\n<p>For September, the Dow is off by more than 2% and the S&P 500 is off 1.8%. The S&P 500 is on track to see its worth monthly performance since October 2020.</p>\n<p>The S&P 500 has continued to move higher throughout the year, dipping below the 50-day moving average only once, according to Fundstrat. Mike Wilson, chief investment officer at Morgan Stanley, told CNBC’s “Fast Money” that could be just the beginning.</p>\n<p>“The midcycle transition always ends with a correction in the index,” he said of the S&P 500. “Maybe it’ll be this week, maybe a month from now. I don’t think we’ll get done with this year, however, with that 50-day moving average holding up throughout the year because that’s the pattern we typically see in this part of the recovery phase.”</p>\n<p>On Tuesday the Labor Department released data before the bell showing a smaller-than-expected rise in U.S. inflation for the month of August. Consumer prices rose 5.3% from a year ago and 0.3% from July. Stripping out food and energy, the consumer price index was up just 0.1% for the month.</p>\n<p>Initially, markets rallied but turned back down after the market open as uncertainty about the timing of the Federal Reserve’s tapering of asset purchases settled in.</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>Stock market opens slightly higher Wednesday, with Dow lagging peer benchmarks</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\">\nStock market opens slightly higher Wednesday, with Dow lagging peer benchmarks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-15 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The S&P 500 rebounded slightly Wednesday after the stock average closed Tuesday at the lowest level since Aug. 20, the latest in a string of negative trading sessions this September.</p>\n<p>The major index traded ticked up 0.2%. The Dow Jones Industrial Average traded near the flatline. The Nasdaq Composite inched 0.2% higher.</p>\n<p><img src=\"https://static.tigerbbs.com/14cfdae0b249c0e62fb230f3b2b5b05d\" tg-width=\"1061\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p>\n<p>Some bullish economic news released before the bell Wednesday helped sooth investor sentiment. The NY Fed's Empire Index, a measure of manufacturing in the region came in at 34.3 for September, way ahead of the 18 consensus estimate from FactSet and an acceleration from August.</p>\n<p>Markets have been in a funk so far this month amid rising investor worries about the delta variant derailing the economic recovery, along with hand-wringing over the next action by the Federal Reserve.</p>\n<p>Tuesday marked the fifth straight day of losses for the Nasdaq. The Dow, S&P 500 and the small-cap Russell 2000 index have been in the red for six of the last seven days.</p>\n<p>\"Despite concerns about the recent downshift in economic and business cycle momentum, we remain confident that strong growth lies ahead and activity is bound to re-accelerate,\" wrote JPMorgan strategist Dubravko Lakos-Bujas, in a note Wednesday. \"We remain positive on the equity outlook, and expect S&P 500 to reach 4,700 by end of this year and surpass 5,000 next year on better than expected earnings.\"</p>\n<p>Microsoft shares gained more than 1% in premarket trading after announcing a dividend increase and a sizable $60 billion share repurchase program.</p>\n<p>Energy stocks, which have been popular bets among investors banking on a big economic recovery, gained as WTI crude topped $71. Exxon added about 1%.</p>\n<p>Apple shares rebounded slightly after the shares fell Tuesday after the unveiling of a new iPhone and other products.</p>\n<p>Casino stocks like Las Vegas Sands and Wynn Resorts traded in the red again. Those names took a big hit Tuesday as the government of Macau looks to increase regulatory scrutiny over casinos and Chinese health authorities reported a Covid-19 outbreak.</p>\n<p>In regular trading Tuesday, the Dow fell 292.06 points, or 0.8%, to 34,577.57, retreating after it snapped a five-day losing streak on Monday. The S&P 500 lost 0.6% to finish at 4,443.05 and the Nasdaq Composite slipped 0.5% to 15,037.76.</p>\n<p>September hashistorically been a down monthfor the markets, which have seen an average decline of 0.56% in the month since 1945, according to CFRA. And after eight months of straight gains, strategists say a major pullback could be imminent.</p>\n<p>For September, the Dow is off by more than 2% and the S&P 500 is off 1.8%. The S&P 500 is on track to see its worth monthly performance since October 2020.</p>\n<p>The S&P 500 has continued to move higher throughout the year, dipping below the 50-day moving average only once, according to Fundstrat. Mike Wilson, chief investment officer at Morgan Stanley, told CNBC’s “Fast Money” that could be just the beginning.</p>\n<p>“The midcycle transition always ends with a correction in the index,” he said of the S&P 500. “Maybe it’ll be this week, maybe a month from now. I don’t think we’ll get done with this year, however, with that 50-day moving average holding up throughout the year because that’s the pattern we typically see in this part of the recovery phase.”</p>\n<p>On Tuesday the Labor Department released data before the bell showing a smaller-than-expected rise in U.S. inflation for the month of August. Consumer prices rose 5.3% from a year ago and 0.3% from July. Stripping out food and energy, the consumer price index was up just 0.1% for the month.</p>\n<p>Initially, markets rallied but turned back down after the market open as uncertainty about the timing of the Federal Reserve’s tapering of asset purchases settled in.</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":"1195655593","content_text":"The S&P 500 rebounded slightly Wednesday after the stock average closed Tuesday at the lowest level since Aug. 20, the latest in a string of negative trading sessions this September.\nThe major index traded ticked up 0.2%. The Dow Jones Industrial Average traded near the flatline. The Nasdaq Composite inched 0.2% higher.\n\nSome bullish economic news released before the bell Wednesday helped sooth investor sentiment. The NY Fed's Empire Index, a measure of manufacturing in the region came in at 34.3 for September, way ahead of the 18 consensus estimate from FactSet and an acceleration from August.\nMarkets have been in a funk so far this month amid rising investor worries about the delta variant derailing the economic recovery, along with hand-wringing over the next action by the Federal Reserve.\nTuesday marked the fifth straight day of losses for the Nasdaq. The Dow, S&P 500 and the small-cap Russell 2000 index have been in the red for six of the last seven days.\n\"Despite concerns about the recent downshift in economic and business cycle momentum, we remain confident that strong growth lies ahead and activity is bound to re-accelerate,\" wrote JPMorgan strategist Dubravko Lakos-Bujas, in a note Wednesday. \"We remain positive on the equity outlook, and expect S&P 500 to reach 4,700 by end of this year and surpass 5,000 next year on better than expected earnings.\"\nMicrosoft shares gained more than 1% in premarket trading after announcing a dividend increase and a sizable $60 billion share repurchase program.\nEnergy stocks, which have been popular bets among investors banking on a big economic recovery, gained as WTI crude topped $71. Exxon added about 1%.\nApple shares rebounded slightly after the shares fell Tuesday after the unveiling of a new iPhone and other products.\nCasino stocks like Las Vegas Sands and Wynn Resorts traded in the red again. Those names took a big hit Tuesday as the government of Macau looks to increase regulatory scrutiny over casinos and Chinese health authorities reported a Covid-19 outbreak.\nIn regular trading Tuesday, the Dow fell 292.06 points, or 0.8%, to 34,577.57, retreating after it snapped a five-day losing streak on Monday. The S&P 500 lost 0.6% to finish at 4,443.05 and the Nasdaq Composite slipped 0.5% to 15,037.76.\nSeptember hashistorically been a down monthfor the markets, which have seen an average decline of 0.56% in the month since 1945, according to CFRA. And after eight months of straight gains, strategists say a major pullback could be imminent.\nFor September, the Dow is off by more than 2% and the S&P 500 is off 1.8%. The S&P 500 is on track to see its worth monthly performance since October 2020.\nThe S&P 500 has continued to move higher throughout the year, dipping below the 50-day moving average only once, according to Fundstrat. Mike Wilson, chief investment officer at Morgan Stanley, told CNBC’s “Fast Money” that could be just the beginning.\n“The midcycle transition always ends with a correction in the index,” he said of the S&P 500. “Maybe it’ll be this week, maybe a month from now. I don’t think we’ll get done with this year, however, with that 50-day moving average holding up throughout the year because that’s the pattern we typically see in this part of the recovery phase.”\nOn Tuesday the Labor Department released data before the bell showing a smaller-than-expected rise in U.S. inflation for the month of August. Consumer prices rose 5.3% from a year ago and 0.3% from July. Stripping out food and energy, the consumer price index was up just 0.1% for the month.\nInitially, markets rallied but turned back down after the market open as uncertainty about the timing of the Federal Reserve’s tapering of asset purchases settled in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886038032,"gmtCreate":1631536981126,"gmtModify":1631886778294,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/886038032","repostId":"1129341543","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888142430,"gmtCreate":1631463678720,"gmtModify":1631886778311,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/888142430","repostId":"1147481023","repostType":4,"repost":{"id":"1147481023","kind":"news","pubTimestamp":1631408592,"share":"https://www.laohu8.com/m/news/1147481023?lang=&edition=full","pubTime":"2021-09-12 09:03","market":"us","language":"en","title":"Cathie Wood's Latest Picks: 2 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=1147481023","media":"Motley Fool","summary":"Wood is doubling down on these innovative tech companies.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>The ARK Innovation ETF has beaten the market over the past one, three, and five years.</li>\n</ul>\n<p></p>\n<p>Fund manager Cathie Wood, the founder and CEO of ARK Invest, has earned a reputation as one of Wall Street's best stock pickers. And that reputation is well deserved. Over the past one, three, and five years, ARK's flagship <b>Innovation ETF</b> has crushed the broader market.</p>\n<p>Given that impressive track record, smart investors may want to keep tabs on what Wood is buying and selling. Recently, she added shares of <b>PagerDuty</b>(NYSE:PD) and <b>UiPath</b>(NYSE:PATH) to ARK's flagship ETF. Here's what you should know about these tech stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e31513ae84b50946bda3a4867cf9aacc\" tg-width=\"2000\" tg-height=\"1087\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. PagerDuty</b></p>\n<p>PagerDuty is the central nervous system for the modern enterprise. Its platform sits at the center of a company's digital ecosystem, collecting data from virtually all systems and devices. Then, by blending those signals with artificial intelligence, PagerDuty helps its clients predict and prevent the downtime of critical services and technologies.</p>\n<p>For example, the PagerDuty platform captures data from application performance-monitoring tools such as <b>Datadog</b>, IT operations hubs such as <b>ServiceNow</b>, public clouds such as <b>Microsoft</b>Azure, customer service software such as <b>Salesforce.com</b>, and communications platforms such as <b>Zoom</b>. And when issues are identified, PagerDuty either triggers automatic remediation or alerts the appropriate people, helping them quickly resolve incidents such as website outages or system failures.</p>\n<p>As a pioneer in this industry, PagerDuty has 12 years' worth of data and more than 14,100 customers, both of which make the company's artificial-intelligence models more effective. And as new clients join the platform, PagerDuty's data repository will continue to grow, further reinforcing this advantage.</p>\n<p>Financially, the company has posted solid top-line growth over the past two years. Trailing-12-month revenue has increased from $142.7 million in the second quarter of 2020 to $244.2 million in Q2 of 2022, which ended July 31, with a compound annual growth rate (CAGR) of 31%.</p>\n<p>Investors should note that PagerDuty is still not profitable on a GAAP basis, and the company generated negative free cash flow of $6.4 million over the past 12 months. However, PagerDuty is still in the early stages of growing its business, and management believes the company has captured less than 1% of its market opportunity.</p>\n<p>Here's the bottom line: In an increasingly digital world, delivering a high-quality customer experience is not an option -- it's a necessity. And PagerDuty capitalizes on that fact, helping clients keep their digital ecosystems up and running at all times. Given Wood's focus on innovative technologies such as artificial intelligence, I'm not surprised to see her adding shares of this tech stock to ARK's portfolio.</p>\n<p><b>2. UiPath</b></p>\n<p>UiPath is on a mission to bring automation to every enterprise. To that end, its platform combines three cutting-edge technologies -- artificial intelligence, low-code development, and robotic process automation -- helping clients build, deploy, and manage software bots capable of automating various processes in place of human employees.</p>\n<p>To do this, UiPath's bots rely on several types of artificial intelligence, including computer vision, natural language processing, and machine learning. Together, these technologies infuse the bots with the ability to read and understand language, emulate human behavior, and make decisions. In turn, that allows them to automate both simple and complex tasks, such as reviewing emails, completing forms, and extracting data from documents.</p>\n<p>One of UiPath's greatest advantages is its partner ecosystem. The company provides prebuilt integrations with hundreds of popular technologies, including <b>Amazon</b> Web Services, Microsoft 365, and Salesforce, meaning clients can quickly automate workflows on these platforms.</p>\n<p>Because of the scope of the company's mission and its value proposition to clients, UiPath has grown its top line at an impressive pace. Its trailing-12-month revenue has grown from $451.2 million in the second quarter of 2021 to $736.9 million in Q2 of 2022, which ended July 31, for a CAGR of 63%.</p>\n<p>Like PagerDuty, UiPath is currently unprofitable on a GAAP basis and is free cash flow negative. But the company has established itself as the industry leader, according to <b>Forrester Research</b>, and it makes sense to reinforce that advantage by investing aggressively in growth. That's exactly what management is doing.</p>\n<p>Here's the bottom line: Automation drives efficiency and productivity by freeing human employees to spend their time on more important tasks, something that would benefit virtually every enterprise in the world. And UiPath has the best product on the market. That's why I'm not surprised to see Wood doubling down on this tech stock.</p>\n<p></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>Cathie Wood's Latest Picks: 2 Stocks She Just Bought</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\">\nCathie Wood's Latest Picks: 2 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 09:03 GMT+8 <a href=https://www.fool.com/investing/2021/09/11/cathie-woods-lastest-picks-2-hot-stocks-she-bought/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe ARK Innovation ETF has beaten the market over the past one, three, and five years.\n\n\nFund manager Cathie Wood, the founder and CEO of ARK Invest, has earned a reputation as one of Wall...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/11/cathie-woods-lastest-picks-2-hot-stocks-she-bought/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PD":"PagerDuty, Inc.","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","PATH":"UiPath","ARKW":"ARK Next Generation Internation ETF"},"source_url":"https://www.fool.com/investing/2021/09/11/cathie-woods-lastest-picks-2-hot-stocks-she-bought/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147481023","content_text":"Key Points\n\nThe ARK Innovation ETF has beaten the market over the past one, three, and five years.\n\n\nFund manager Cathie Wood, the founder and CEO of ARK Invest, has earned a reputation as one of Wall Street's best stock pickers. And that reputation is well deserved. Over the past one, three, and five years, ARK's flagship Innovation ETF has crushed the broader market.\nGiven that impressive track record, smart investors may want to keep tabs on what Wood is buying and selling. Recently, she added shares of PagerDuty(NYSE:PD) and UiPath(NYSE:PATH) to ARK's flagship ETF. Here's what you should know about these tech stocks.\nIMAGE SOURCE: GETTY IMAGES.\n1. PagerDuty\nPagerDuty is the central nervous system for the modern enterprise. Its platform sits at the center of a company's digital ecosystem, collecting data from virtually all systems and devices. Then, by blending those signals with artificial intelligence, PagerDuty helps its clients predict and prevent the downtime of critical services and technologies.\nFor example, the PagerDuty platform captures data from application performance-monitoring tools such as Datadog, IT operations hubs such as ServiceNow, public clouds such as MicrosoftAzure, customer service software such as Salesforce.com, and communications platforms such as Zoom. And when issues are identified, PagerDuty either triggers automatic remediation or alerts the appropriate people, helping them quickly resolve incidents such as website outages or system failures.\nAs a pioneer in this industry, PagerDuty has 12 years' worth of data and more than 14,100 customers, both of which make the company's artificial-intelligence models more effective. And as new clients join the platform, PagerDuty's data repository will continue to grow, further reinforcing this advantage.\nFinancially, the company has posted solid top-line growth over the past two years. Trailing-12-month revenue has increased from $142.7 million in the second quarter of 2020 to $244.2 million in Q2 of 2022, which ended July 31, with a compound annual growth rate (CAGR) of 31%.\nInvestors should note that PagerDuty is still not profitable on a GAAP basis, and the company generated negative free cash flow of $6.4 million over the past 12 months. However, PagerDuty is still in the early stages of growing its business, and management believes the company has captured less than 1% of its market opportunity.\nHere's the bottom line: In an increasingly digital world, delivering a high-quality customer experience is not an option -- it's a necessity. And PagerDuty capitalizes on that fact, helping clients keep their digital ecosystems up and running at all times. Given Wood's focus on innovative technologies such as artificial intelligence, I'm not surprised to see her adding shares of this tech stock to ARK's portfolio.\n2. UiPath\nUiPath is on a mission to bring automation to every enterprise. To that end, its platform combines three cutting-edge technologies -- artificial intelligence, low-code development, and robotic process automation -- helping clients build, deploy, and manage software bots capable of automating various processes in place of human employees.\nTo do this, UiPath's bots rely on several types of artificial intelligence, including computer vision, natural language processing, and machine learning. Together, these technologies infuse the bots with the ability to read and understand language, emulate human behavior, and make decisions. In turn, that allows them to automate both simple and complex tasks, such as reviewing emails, completing forms, and extracting data from documents.\nOne of UiPath's greatest advantages is its partner ecosystem. The company provides prebuilt integrations with hundreds of popular technologies, including Amazon Web Services, Microsoft 365, and Salesforce, meaning clients can quickly automate workflows on these platforms.\nBecause of the scope of the company's mission and its value proposition to clients, UiPath has grown its top line at an impressive pace. Its trailing-12-month revenue has grown from $451.2 million in the second quarter of 2021 to $736.9 million in Q2 of 2022, which ended July 31, for a CAGR of 63%.\nLike PagerDuty, UiPath is currently unprofitable on a GAAP basis and is free cash flow negative. But the company has established itself as the industry leader, according to Forrester Research, and it makes sense to reinforce that advantage by investing aggressively in growth. That's exactly what management is doing.\nHere's the bottom line: Automation drives efficiency and productivity by freeing human employees to spend their time on more important tasks, something that would benefit virtually every enterprise in the world. And UiPath has the best product on the market. That's why I'm not surprised to see Wood doubling down on this tech stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881007403,"gmtCreate":1631279497902,"gmtModify":1631886778322,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881007403","repostId":"1160544799","repostType":4,"repost":{"id":"1160544799","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631275849,"share":"https://www.laohu8.com/m/news/1160544799?lang=&edition=full","pubTime":"2021-09-10 20:10","market":"us","language":"en","title":"Toplines Before US Market Open on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1160544799","media":"Tiger Newspress","summary":"Stock Futures Rise; Metals Rally.\nThe 10-year Treasury yield rose 3bps to 1.320%.\noil was back over ","content":"<ul>\n <li>Stock Futures Rise; Metals Rally.</li>\n <li>The 10-year Treasury yield rose 3bps to 1.320%.</li>\n <li>oil was back over $69 a barrel and gold gained.</li>\n</ul>\n<p>(Sept 10) Stock futures rose sharply on Friday, suggesting Wall Street was prepared to set aside jitters thatculminated in a four-day losing streak, with investors growing more cautious about the COVID-19 pandemic's impact on the economy.</p>\n<p>At 8:13 a.m. ET, Dow E-minis were up 173 points, or 0.50%, S&P 500 E-minis gained 20.75 points, or 0.46% and Nasdaq 100 E-minis jumped 77.75 points, or 0.50%.</p>\n<p><img src=\"https://static.tigerbbs.com/7e6c76200a1c8e7b9888b48085a9cefa\" tg-width=\"1242\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Here are some of the biggest US pre-movers today:</b></p>\n<ul>\n <li>Affirm Holdings (AFRM) shares rally 24% in premarket trading after its 4Q revenue topped estimates, prompting Truist to hike its PT on the stock.</li>\n <li>Iveric Bio (ISEE), a company working on geographic atrophy treatment, surges 34% after Apellis Pharmaceuticals (APLS) said only one of two late-stage studies of its product candidate pegcetacoplan met its main goal. Apellis slumps 30%.</li>\n <li>Sumo Logic (SUMO) sinks 11% as Piper Sandler downgrades the stock to neutral after reporting second-quarter results.</li>\n</ul>\n<p><b>In FX, </b>dollar trades on the back foot with Bloomberg dollar index down 0.2%. Commodity currencies extend Asia’s outperforming versus G-10 peers. The Bloomberg dollar Spot Index fell as the greenback traded lower against almost all of its Group-of-10 peers. The Treasury curve remains close to the flattest level in a year, signaling the market’s concern a hawkish Federal Reserve will derail growth in the world’s largest economy. The euro inched up amid a broadly weaker dollar, to trade at around $1.1850.<b>The pound brushed off the latest GDP data which showed the U.K. economy barely grew in July.</b>The Australian and New Zealand dollars were among the top G-10 performers as U.S.-China talks spurred hopes of improved relations between the two nations. The yen underperformed all of its Group-of-10 peers, while Norway’s krone gained amid a rally in oil and other commodities.</p>\n<p><b>In rates, </b>Treasuries were off session lows as U.S. trading begins, although under pressure with the curve steeper following gains for risky assets during Asia session and European morning. Yields were higher by 2bp-3bp from 10-year to long end, 10-year by 2.4bp at ~1.32%, wider vs bunds and gilts by 0.8bp and 1.5bp; on curve, 2s10s, 5s30s spreads wider by 2bp and 1bp respectively. The bear-steepening move pushed 30-year yields back toward Thursday’s pre-auction level. Treasuries traded heavy in Asia as local stocks closed higher following a telephone call between U.S. President Joe Biden and Chinese leader Xi Jinping. Among European markets, Germany’s benchmark 10-year government bond yield was flat after the ECB move, but Greek yields fell for the second day as markets continued to view the bank’s cautious approach as a positive. Peripheral spreads widened slightly, with 10y BTP/Bund spread near 104bps.</p>\n<p><b>In commodities, </b>oil gained ground on signs of tight U.S. supplies after Hurricane Ida hit offshore output, with Brent crude up 1.7% at $72.67 a barrel, and U.S. West Texas Intermediate crude at $69.29 a barrel, up 1.7%. Base metals extend the week’s gains: LME aluminum outperforms, adding a further 2%, gaining over 6% since Monday. Spot gold extends Asia’s modest gains to trade either side of $1,800/oz.</p>\n<p>To the day ahead now, and the main data highlight will be the producer price inflation release from the US, whilst from Europe, there’s July data on UK GDP and French and Italian industrial production. From central banks, we’ll hear from ECB President Lagarde, along with the ECB’s Villeroy, Elderson, Rehn, as well as the Fed’s Mester. Lastly, the Central Bank of Russia will be making their latest monetary policy decision.</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>Toplines Before US Market Open on Friday</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\">\nToplines Before US Market Open on Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-10 20:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Stock Futures Rise; Metals Rally.</li>\n <li>The 10-year Treasury yield rose 3bps to 1.320%.</li>\n <li>oil was back over $69 a barrel and gold gained.</li>\n</ul>\n<p>(Sept 10) Stock futures rose sharply on Friday, suggesting Wall Street was prepared to set aside jitters thatculminated in a four-day losing streak, with investors growing more cautious about the COVID-19 pandemic's impact on the economy.</p>\n<p>At 8:13 a.m. ET, Dow E-minis were up 173 points, or 0.50%, S&P 500 E-minis gained 20.75 points, or 0.46% and Nasdaq 100 E-minis jumped 77.75 points, or 0.50%.</p>\n<p><img src=\"https://static.tigerbbs.com/7e6c76200a1c8e7b9888b48085a9cefa\" tg-width=\"1242\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Here are some of the biggest US pre-movers today:</b></p>\n<ul>\n <li>Affirm Holdings (AFRM) shares rally 24% in premarket trading after its 4Q revenue topped estimates, prompting Truist to hike its PT on the stock.</li>\n <li>Iveric Bio (ISEE), a company working on geographic atrophy treatment, surges 34% after Apellis Pharmaceuticals (APLS) said only one of two late-stage studies of its product candidate pegcetacoplan met its main goal. Apellis slumps 30%.</li>\n <li>Sumo Logic (SUMO) sinks 11% as Piper Sandler downgrades the stock to neutral after reporting second-quarter results.</li>\n</ul>\n<p><b>In FX, </b>dollar trades on the back foot with Bloomberg dollar index down 0.2%. Commodity currencies extend Asia’s outperforming versus G-10 peers. The Bloomberg dollar Spot Index fell as the greenback traded lower against almost all of its Group-of-10 peers. The Treasury curve remains close to the flattest level in a year, signaling the market’s concern a hawkish Federal Reserve will derail growth in the world’s largest economy. The euro inched up amid a broadly weaker dollar, to trade at around $1.1850.<b>The pound brushed off the latest GDP data which showed the U.K. economy barely grew in July.</b>The Australian and New Zealand dollars were among the top G-10 performers as U.S.-China talks spurred hopes of improved relations between the two nations. The yen underperformed all of its Group-of-10 peers, while Norway’s krone gained amid a rally in oil and other commodities.</p>\n<p><b>In rates, </b>Treasuries were off session lows as U.S. trading begins, although under pressure with the curve steeper following gains for risky assets during Asia session and European morning. Yields were higher by 2bp-3bp from 10-year to long end, 10-year by 2.4bp at ~1.32%, wider vs bunds and gilts by 0.8bp and 1.5bp; on curve, 2s10s, 5s30s spreads wider by 2bp and 1bp respectively. The bear-steepening move pushed 30-year yields back toward Thursday’s pre-auction level. Treasuries traded heavy in Asia as local stocks closed higher following a telephone call between U.S. President Joe Biden and Chinese leader Xi Jinping. Among European markets, Germany’s benchmark 10-year government bond yield was flat after the ECB move, but Greek yields fell for the second day as markets continued to view the bank’s cautious approach as a positive. Peripheral spreads widened slightly, with 10y BTP/Bund spread near 104bps.</p>\n<p><b>In commodities, </b>oil gained ground on signs of tight U.S. supplies after Hurricane Ida hit offshore output, with Brent crude up 1.7% at $72.67 a barrel, and U.S. West Texas Intermediate crude at $69.29 a barrel, up 1.7%. Base metals extend the week’s gains: LME aluminum outperforms, adding a further 2%, gaining over 6% since Monday. Spot gold extends Asia’s modest gains to trade either side of $1,800/oz.</p>\n<p>To the day ahead now, and the main data highlight will be the producer price inflation release from the US, whilst from Europe, there’s July data on UK GDP and French and Italian industrial production. From central banks, we’ll hear from ECB President Lagarde, along with the ECB’s Villeroy, Elderson, Rehn, as well as the Fed’s Mester. Lastly, the Central Bank of Russia will be making their latest monetary policy decision.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160544799","content_text":"Stock Futures Rise; Metals Rally.\nThe 10-year Treasury yield rose 3bps to 1.320%.\noil was back over $69 a barrel and gold gained.\n\n(Sept 10) Stock futures rose sharply on Friday, suggesting Wall Street was prepared to set aside jitters thatculminated in a four-day losing streak, with investors growing more cautious about the COVID-19 pandemic's impact on the economy.\nAt 8:13 a.m. ET, Dow E-minis were up 173 points, or 0.50%, S&P 500 E-minis gained 20.75 points, or 0.46% and Nasdaq 100 E-minis jumped 77.75 points, or 0.50%.\n\nHere are some of the biggest US pre-movers today:\n\nAffirm Holdings (AFRM) shares rally 24% in premarket trading after its 4Q revenue topped estimates, prompting Truist to hike its PT on the stock.\nIveric Bio (ISEE), a company working on geographic atrophy treatment, surges 34% after Apellis Pharmaceuticals (APLS) said only one of two late-stage studies of its product candidate pegcetacoplan met its main goal. Apellis slumps 30%.\nSumo Logic (SUMO) sinks 11% as Piper Sandler downgrades the stock to neutral after reporting second-quarter results.\n\nIn FX, dollar trades on the back foot with Bloomberg dollar index down 0.2%. Commodity currencies extend Asia’s outperforming versus G-10 peers. The Bloomberg dollar Spot Index fell as the greenback traded lower against almost all of its Group-of-10 peers. The Treasury curve remains close to the flattest level in a year, signaling the market’s concern a hawkish Federal Reserve will derail growth in the world’s largest economy. The euro inched up amid a broadly weaker dollar, to trade at around $1.1850.The pound brushed off the latest GDP data which showed the U.K. economy barely grew in July.The Australian and New Zealand dollars were among the top G-10 performers as U.S.-China talks spurred hopes of improved relations between the two nations. The yen underperformed all of its Group-of-10 peers, while Norway’s krone gained amid a rally in oil and other commodities.\nIn rates, Treasuries were off session lows as U.S. trading begins, although under pressure with the curve steeper following gains for risky assets during Asia session and European morning. Yields were higher by 2bp-3bp from 10-year to long end, 10-year by 2.4bp at ~1.32%, wider vs bunds and gilts by 0.8bp and 1.5bp; on curve, 2s10s, 5s30s spreads wider by 2bp and 1bp respectively. The bear-steepening move pushed 30-year yields back toward Thursday’s pre-auction level. Treasuries traded heavy in Asia as local stocks closed higher following a telephone call between U.S. President Joe Biden and Chinese leader Xi Jinping. Among European markets, Germany’s benchmark 10-year government bond yield was flat after the ECB move, but Greek yields fell for the second day as markets continued to view the bank’s cautious approach as a positive. Peripheral spreads widened slightly, with 10y BTP/Bund spread near 104bps.\nIn commodities, oil gained ground on signs of tight U.S. supplies after Hurricane Ida hit offshore output, with Brent crude up 1.7% at $72.67 a barrel, and U.S. West Texas Intermediate crude at $69.29 a barrel, up 1.7%. Base metals extend the week’s gains: LME aluminum outperforms, adding a further 2%, gaining over 6% since Monday. Spot gold extends Asia’s modest gains to trade either side of $1,800/oz.\nTo the day ahead now, and the main data highlight will be the producer price inflation release from the US, whilst from Europe, there’s July data on UK GDP and French and Italian industrial production. From central banks, we’ll hear from ECB President Lagarde, along with the ECB’s Villeroy, Elderson, Rehn, as well as the Fed’s Mester. Lastly, the Central Bank of Russia will be making their latest monetary policy decision.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881007638,"gmtCreate":1631279475724,"gmtModify":1631886778338,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881007638","repostId":"1197281775","repostType":4,"repost":{"id":"1197281775","kind":"news","pubTimestamp":1631276910,"share":"https://www.laohu8.com/m/news/1197281775?lang=&edition=full","pubTime":"2021-09-10 20:28","market":"us","language":"en","title":"ContextLogic Should Really Perform Better Than It Has Been","url":"https://stock-news.laohu8.com/highlight/detail?id=1197281775","media":"InvestorPlace","summary":"It’s time for questions before buying WISH stock.\n\nWhile the novel coronavirus pandemic imposed seve","content":"<blockquote>\n <b>It’s time for questions before buying WISH stock.</b>\n</blockquote>\n<p>While the novel coronavirus pandemic imposed severe economic damage across the globe, some segments certainly fared better than others. In particular, services that offer online transactions saw a significant boost, which is why <b><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a></b> stock is so perplexing.</p>\n<p>Rather than screaming higher, WISH stock is down 62% for the year.</p>\n<p>An e-commerce platform that facilitates sales between individual buyers and sellers, ContextLogic in theory should enjoy robust user growth and engagement. Since the start of the pandemic, online sales as a percentage of total retail transactions averaged approximately 13.6% on a quarterly basis since the first three months of 2020.</p>\n<p>Right there, that should be a reason to acquire WISH stock.</p>\n<p>For context, in the fourth quarter of 2019, the above metric measured “only” 11.4%. Put another way, e-commerce has been a burgeoning segment since the advent of the internet. But the pandemic lit a fire under online merchant places. So, why the disappointment in WISH stock?</p>\n<p>As my<i>InvestorPlace</i>colleague Muslim Farooque stated – and rather bluntly, I might add – ContextLogic suffered a disastrous outing for its Q2 2021 earnings report.</p>\n<p>Specifically, he wrote that:</p>\n<blockquote>\n Long-term growth drivers are in place, but its troubling fundamentals and business risks have me concerned about the stock’s potential. There’s no sugarcoating this: ContextLogic’s second-quarter earnings card was bad. Its revenues fell 6% on ayear-over-year basis to $656 million, missing over $60 million estimates.\n</blockquote>\n<p>Additionally, Farooque added that “Its net loss increased from $11 million to $111 million and missed estimates by considerable margins.”</p>\n<p>In my opinion, the glaring vulnerability is that “the company’s monthly active users (MAUs) dropped 22% from the prior-year period to $90 million in the quarter. Quarterly active buyers tanked 44% to 17 million as well.”</p>\n<p><b>Trying to Explain Things Makes WISH Stock Look Worse</b></p>\n<p>Of course, everything nowadays revolves around the pandemic. Although ContextLogic’s business may have benefited from the initial volley of infections, the gradual acclimatization to the new normal apparently placed pressure on WISH stock.</p>\n<p>That’s not my take but rather the company’s leadership team. According to ContextLogic’s Form 10-Q filed with the Securities and Exchange Commission, management explained the reduction in active users and engagement as follows:</p>\n<blockquote>\n MAUs decreased approximately 22% and 16% from the three and six months ended June 30, 2020 to the three and six months ended June 30, 2021, respectively, which we believe was primarily driven by a decrease in overall mobile usage as stay-at-home restrictions eased around the world and lower marketing efficiency as the costs to advertise on key digital platforms increased.\n</blockquote>\n<p>I grabbed the above quote from page 21 if you’d like to follow along. On the surface, this sounds like a reasonable explanation. But just a few paragraphs earlier, ContextLogic explains that its “model relies on cost-effectively adding new users, converting those users into buyers and improving engagement and monetization of those buyers on Wish over time as well as adding new merchants, delivering economic success for those merchants, and having those merchants use more of our end-to-end platform.”</p>\n<p>To me, this sounds like an admission that the company’s core business model isn’t working. Naturally, this will raise concerns about the upcoming Q3 earnings report. Additionally, ContextLogic really ought to be improving sales, not going backward.</p>\n<p>Yes, I understand that the comparison to Q2 2020 isn’t favorable because 2021 is the year of initiating the recovery. But so what? A return to normal implies that our economic circumstances will normalize as well. Therefore, why would that be a negative for WISH stock? It really should be a positive.</p>\n<p><b>Don’t Take the Trap of Low Expectations</b></p>\n<p>My colleague is concerned about how ContextLogic will fare in the next quarterly report and I’m right there with him. I concede that the company now has to compete with the brick and mortars for users but again, so what? E-commerce overall has been a thorn on physical retailers’ side for decades.</p>\n<p>And it’s not like the industry of people buying stuff from each other online is about to fade into irrelevance. No, if anything, it’s only getting<i>more</i>relevant. That being the case, ContextLogic’s poor earnings report seems to suggest that without a gun to customers’ heads – the gun being the coronavirus in this analogy – they will gravitate toward superior alternatives.</p>\n<p>Now, it’s not all bad news. ContextLogic plies its trade in a viable ecosystem which entails that the company has an execution problem. Those challenges are easier resolved than being in the wrong industry altogether. But unless you envision management turning things around right quick, I’d be extra cautious about WISH stock.</p>","source":"lsy1606302653667","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>ContextLogic Should Really Perform Better Than It Has Been</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\">\nContextLogic Should Really Perform Better Than It Has Been\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 20:28 GMT+8 <a href=https://investorplace.com/2021/09/wish-stock-explanation-should-perform-better/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s time for questions before buying WISH stock.\n\nWhile the novel coronavirus pandemic imposed severe economic damage across the globe, some segments certainly fared better than others. In particular...</p>\n\n<a href=\"https://investorplace.com/2021/09/wish-stock-explanation-should-perform-better/\">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://investorplace.com/2021/09/wish-stock-explanation-should-perform-better/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197281775","content_text":"It’s time for questions before buying WISH stock.\n\nWhile the novel coronavirus pandemic imposed severe economic damage across the globe, some segments certainly fared better than others. In particular, services that offer online transactions saw a significant boost, which is why ContextLogic Inc. stock is so perplexing.\nRather than screaming higher, WISH stock is down 62% for the year.\nAn e-commerce platform that facilitates sales between individual buyers and sellers, ContextLogic in theory should enjoy robust user growth and engagement. Since the start of the pandemic, online sales as a percentage of total retail transactions averaged approximately 13.6% on a quarterly basis since the first three months of 2020.\nRight there, that should be a reason to acquire WISH stock.\nFor context, in the fourth quarter of 2019, the above metric measured “only” 11.4%. Put another way, e-commerce has been a burgeoning segment since the advent of the internet. But the pandemic lit a fire under online merchant places. So, why the disappointment in WISH stock?\nAs myInvestorPlacecolleague Muslim Farooque stated – and rather bluntly, I might add – ContextLogic suffered a disastrous outing for its Q2 2021 earnings report.\nSpecifically, he wrote that:\n\n Long-term growth drivers are in place, but its troubling fundamentals and business risks have me concerned about the stock’s potential. There’s no sugarcoating this: ContextLogic’s second-quarter earnings card was bad. Its revenues fell 6% on ayear-over-year basis to $656 million, missing over $60 million estimates.\n\nAdditionally, Farooque added that “Its net loss increased from $11 million to $111 million and missed estimates by considerable margins.”\nIn my opinion, the glaring vulnerability is that “the company’s monthly active users (MAUs) dropped 22% from the prior-year period to $90 million in the quarter. Quarterly active buyers tanked 44% to 17 million as well.”\nTrying to Explain Things Makes WISH Stock Look Worse\nOf course, everything nowadays revolves around the pandemic. Although ContextLogic’s business may have benefited from the initial volley of infections, the gradual acclimatization to the new normal apparently placed pressure on WISH stock.\nThat’s not my take but rather the company’s leadership team. According to ContextLogic’s Form 10-Q filed with the Securities and Exchange Commission, management explained the reduction in active users and engagement as follows:\n\n MAUs decreased approximately 22% and 16% from the three and six months ended June 30, 2020 to the three and six months ended June 30, 2021, respectively, which we believe was primarily driven by a decrease in overall mobile usage as stay-at-home restrictions eased around the world and lower marketing efficiency as the costs to advertise on key digital platforms increased.\n\nI grabbed the above quote from page 21 if you’d like to follow along. On the surface, this sounds like a reasonable explanation. But just a few paragraphs earlier, ContextLogic explains that its “model relies on cost-effectively adding new users, converting those users into buyers and improving engagement and monetization of those buyers on Wish over time as well as adding new merchants, delivering economic success for those merchants, and having those merchants use more of our end-to-end platform.”\nTo me, this sounds like an admission that the company’s core business model isn’t working. Naturally, this will raise concerns about the upcoming Q3 earnings report. Additionally, ContextLogic really ought to be improving sales, not going backward.\nYes, I understand that the comparison to Q2 2020 isn’t favorable because 2021 is the year of initiating the recovery. But so what? A return to normal implies that our economic circumstances will normalize as well. Therefore, why would that be a negative for WISH stock? It really should be a positive.\nDon’t Take the Trap of Low Expectations\nMy colleague is concerned about how ContextLogic will fare in the next quarterly report and I’m right there with him. I concede that the company now has to compete with the brick and mortars for users but again, so what? E-commerce overall has been a thorn on physical retailers’ side for decades.\nAnd it’s not like the industry of people buying stuff from each other online is about to fade into irrelevance. No, if anything, it’s only gettingmorerelevant. That being the case, ContextLogic’s poor earnings report seems to suggest that without a gun to customers’ heads – the gun being the coronavirus in this analogy – they will gravitate toward superior alternatives.\nNow, it’s not all bad news. ContextLogic plies its trade in a viable ecosystem which entails that the company has an execution problem. Those challenges are easier resolved than being in the wrong industry altogether. But unless you envision management turning things around right quick, I’d be extra cautious about WISH stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889377541,"gmtCreate":1631112205483,"gmtModify":1631886778351,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889377541","repostId":"2165999773","repostType":4,"repost":{"id":"2165999773","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1631111100,"share":"https://www.laohu8.com/m/news/2165999773?lang=&edition=full","pubTime":"2021-09-08 22:25","market":"us","language":"en","title":"Gold prices hold below $1,800, on track for consecutive losses","url":"https://stock-news.laohu8.com/highlight/detail?id=2165999773","media":"Dow Jones","summary":"Gold futures remained below the key $1,800 mark on Wednesday, looking to stretch their losses to a s","content":"<p>Gold futures remained below the key $1,800 mark on Wednesday, looking to stretch their losses to a second consecutive session, pressured by further strength in the U.S. dollar.</p>\n<p>Investors awaited trading cues from the release of the Federal Reserve's Beige Book on economic conditions later Wednesday.</p>\n<p>Sharp gains in the dollar, expectations that central banks will taper asset purchases and gold's \"inability to break past $1,840 despite positive news [last week] in the form of lower U.S. August nonfarm payrolls\" contributed to gold's fall below the key $1,800 mark, said Chintan Karnani, director of research at Insignia Consultants.</p>\n<p>\"This has resulted in short term traders using every rise to exit the gold investments,\" he told MarketWatch, adding that December gold on Comex is also trading below its 200-day moving average of $1,813.50.</p>\n<p>December gold fell by $8.90, or 0.5%, to trade at $1,789.60 an ounce after tapping a high at $1,804.40. Prices dropped 1.9% on Tuesday -- the sharpest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage drop for a most-active contract since Aug. 9, with the move pushing the contract to the lowest settlement since Aug. 26, FactSet data show.</p>\n<p>The dollar continued to strengthen Tuesday, weighing on gold which is traded in the greenback. The ICE U.S. Dollar Index DXY up 0.2% at 92.72.</p>\n<p>\"Trading in precious metals has really been all about economic data and what it means for Fed policy expectations,\" Tyler Richey, co-editor at Sevens Report Research, wrote in Wednesday's newsletter.</p>\n<p>\"To that point, gold rallied towards multi-month highs in the wake of the August jobs report, but failed to materially breakout amid concerns about a loss of economic momentum ahead of the Fed's plans to taper [quantitative easing],\" he said. \"Then the hawkish repositioning across asset classes, underscored by the dollar rally and rise in interest rates further weighed on gold over the course of the day.\"</p>\n<p>Bottom line, \"the bullish case for gold is characterized by a very fragile balance between a steady but relatively slow economic recovery (data that is too hot causes hawkish money flows) and still accommodative central bank policy, Richey explained. \"So, anything that contradicts either one of those things will weigh on gold near term.\"</p>\n<p>Meanwhile, weakness in benchmark bond yields, which can compete for haven flows against the yellow metal, failed to provide much support for gold. The 10-year Treasury was yielding 1.36%, compared with around 1.37% on Tuesday.</p>\n<p>\"Despite declines on riskier assets, gold has been unable to benefit from the current short-term 'risk-off' climate,\" wrote Pierre Veyret, technical analyst at ActivTrades, in a Wednesday note.</p>\n<p>\"Investors may want to wait for further signs of any economic slowdown before taking the decision to increase their exposure to safe havens,\" the analyst wrote.</p>\n<p>Trading for gold has come against the backdrop of concerns about the delta variant of the COVID-19, which have supported price moves, and uncertainty about the Fed's monetary-policy plans, as the labor-market recovery looks uneven. The fact that easy-money policies have remained in place has helped equity markets rise repeatedly to record highs, undercutting demand for bullion, some strategist argue.</p>\n<p>In other metals, December delivery was trading 30.8 cents, or 1.3%, lower at $24.07 an ounce, following a 1.7% drop on Tuesday.</p>\n<p>December copper lost 0.8% to $4.25 a pound. October platinum declined by 1.9% to $977.20 an ounce and December palladium traded at $2,290.50 an ounce, down 2.7%.</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>Gold prices hold below $1,800, on track for consecutive losses</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\">\nGold prices hold below $1,800, on track for consecutive losses\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\">2021-09-08 22:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Gold futures remained below the key $1,800 mark on Wednesday, looking to stretch their losses to a second consecutive session, pressured by further strength in the U.S. dollar.</p>\n<p>Investors awaited trading cues from the release of the Federal Reserve's Beige Book on economic conditions later Wednesday.</p>\n<p>Sharp gains in the dollar, expectations that central banks will taper asset purchases and gold's \"inability to break past $1,840 despite positive news [last week] in the form of lower U.S. August nonfarm payrolls\" contributed to gold's fall below the key $1,800 mark, said Chintan Karnani, director of research at Insignia Consultants.</p>\n<p>\"This has resulted in short term traders using every rise to exit the gold investments,\" he told MarketWatch, adding that December gold on Comex is also trading below its 200-day moving average of $1,813.50.</p>\n<p>December gold fell by $8.90, or 0.5%, to trade at $1,789.60 an ounce after tapping a high at $1,804.40. Prices dropped 1.9% on Tuesday -- the sharpest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage drop for a most-active contract since Aug. 9, with the move pushing the contract to the lowest settlement since Aug. 26, FactSet data show.</p>\n<p>The dollar continued to strengthen Tuesday, weighing on gold which is traded in the greenback. The ICE U.S. Dollar Index DXY up 0.2% at 92.72.</p>\n<p>\"Trading in precious metals has really been all about economic data and what it means for Fed policy expectations,\" Tyler Richey, co-editor at Sevens Report Research, wrote in Wednesday's newsletter.</p>\n<p>\"To that point, gold rallied towards multi-month highs in the wake of the August jobs report, but failed to materially breakout amid concerns about a loss of economic momentum ahead of the Fed's plans to taper [quantitative easing],\" he said. \"Then the hawkish repositioning across asset classes, underscored by the dollar rally and rise in interest rates further weighed on gold over the course of the day.\"</p>\n<p>Bottom line, \"the bullish case for gold is characterized by a very fragile balance between a steady but relatively slow economic recovery (data that is too hot causes hawkish money flows) and still accommodative central bank policy, Richey explained. \"So, anything that contradicts either one of those things will weigh on gold near term.\"</p>\n<p>Meanwhile, weakness in benchmark bond yields, which can compete for haven flows against the yellow metal, failed to provide much support for gold. The 10-year Treasury was yielding 1.36%, compared with around 1.37% on Tuesday.</p>\n<p>\"Despite declines on riskier assets, gold has been unable to benefit from the current short-term 'risk-off' climate,\" wrote Pierre Veyret, technical analyst at ActivTrades, in a Wednesday note.</p>\n<p>\"Investors may want to wait for further signs of any economic slowdown before taking the decision to increase their exposure to safe havens,\" the analyst wrote.</p>\n<p>Trading for gold has come against the backdrop of concerns about the delta variant of the COVID-19, which have supported price moves, and uncertainty about the Fed's monetary-policy plans, as the labor-market recovery looks uneven. The fact that easy-money policies have remained in place has helped equity markets rise repeatedly to record highs, undercutting demand for bullion, some strategist argue.</p>\n<p>In other metals, December delivery was trading 30.8 cents, or 1.3%, lower at $24.07 an ounce, following a 1.7% drop on Tuesday.</p>\n<p>December copper lost 0.8% to $4.25 a pound. October platinum declined by 1.9% to $977.20 an ounce and December palladium traded at $2,290.50 an ounce, down 2.7%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165999773","content_text":"Gold futures remained below the key $1,800 mark on Wednesday, looking to stretch their losses to a second consecutive session, pressured by further strength in the U.S. dollar.\nInvestors awaited trading cues from the release of the Federal Reserve's Beige Book on economic conditions later Wednesday.\nSharp gains in the dollar, expectations that central banks will taper asset purchases and gold's \"inability to break past $1,840 despite positive news [last week] in the form of lower U.S. August nonfarm payrolls\" contributed to gold's fall below the key $1,800 mark, said Chintan Karnani, director of research at Insignia Consultants.\n\"This has resulted in short term traders using every rise to exit the gold investments,\" he told MarketWatch, adding that December gold on Comex is also trading below its 200-day moving average of $1,813.50.\nDecember gold fell by $8.90, or 0.5%, to trade at $1,789.60 an ounce after tapping a high at $1,804.40. Prices dropped 1.9% on Tuesday -- the sharpest one-day percentage drop for a most-active contract since Aug. 9, with the move pushing the contract to the lowest settlement since Aug. 26, FactSet data show.\nThe dollar continued to strengthen Tuesday, weighing on gold which is traded in the greenback. The ICE U.S. Dollar Index DXY up 0.2% at 92.72.\n\"Trading in precious metals has really been all about economic data and what it means for Fed policy expectations,\" Tyler Richey, co-editor at Sevens Report Research, wrote in Wednesday's newsletter.\n\"To that point, gold rallied towards multi-month highs in the wake of the August jobs report, but failed to materially breakout amid concerns about a loss of economic momentum ahead of the Fed's plans to taper [quantitative easing],\" he said. \"Then the hawkish repositioning across asset classes, underscored by the dollar rally and rise in interest rates further weighed on gold over the course of the day.\"\nBottom line, \"the bullish case for gold is characterized by a very fragile balance between a steady but relatively slow economic recovery (data that is too hot causes hawkish money flows) and still accommodative central bank policy, Richey explained. \"So, anything that contradicts either one of those things will weigh on gold near term.\"\nMeanwhile, weakness in benchmark bond yields, which can compete for haven flows against the yellow metal, failed to provide much support for gold. The 10-year Treasury was yielding 1.36%, compared with around 1.37% on Tuesday.\n\"Despite declines on riskier assets, gold has been unable to benefit from the current short-term 'risk-off' climate,\" wrote Pierre Veyret, technical analyst at ActivTrades, in a Wednesday note.\n\"Investors may want to wait for further signs of any economic slowdown before taking the decision to increase their exposure to safe havens,\" the analyst wrote.\nTrading for gold has come against the backdrop of concerns about the delta variant of the COVID-19, which have supported price moves, and uncertainty about the Fed's monetary-policy plans, as the labor-market recovery looks uneven. The fact that easy-money policies have remained in place has helped equity markets rise repeatedly to record highs, undercutting demand for bullion, some strategist argue.\nIn other metals, December delivery was trading 30.8 cents, or 1.3%, lower at $24.07 an ounce, following a 1.7% drop on Tuesday.\nDecember copper lost 0.8% to $4.25 a pound. October platinum declined by 1.9% to $977.20 an ounce and December palladium traded at $2,290.50 an ounce, down 2.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880302223,"gmtCreate":1631016776762,"gmtModify":1631886778366,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880302223","repostId":"1130130857","repostType":4,"repost":{"id":"1130130857","kind":"news","pubTimestamp":1631007146,"share":"https://www.laohu8.com/m/news/1130130857?lang=&edition=full","pubTime":"2021-09-07 17:32","market":"us","language":"en","title":"Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130130857","media":"Barron's","summary":"What a year this has been for the markets!Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnin","content":"<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.</p>\n<p>Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.</p>\n<p>In other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”</p>\n<p>That’s the general consensus among the six market strategists and chief investment officers whom<i>Barron’s</i>recently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.</p>\n<p>Next year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.</p>\n<p><img src=\"https://static.tigerbbs.com/eb61c7b74b9b0f18a019afb4ac44ad59\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">With stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.</p>\n<p>The stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.</p>\n<p>Fed Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”</p>\n<p>The government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c2cb76c498c1c4c980139e3d0514c261\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">The bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.</p>\n<p>A budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.</p>\n<p><img src=\"https://static.tigerbbs.com/6693da658db16059fc99e08a7531675f\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Other politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a <a href=\"https://laohu8.com/S/WASH\">Washington</a> shutdown in October.</p>\n<p>For now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.</p>\n<p>Inflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.</p>\n<p>“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”</p>\n<p>The strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.</p>\n<p>Rising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.</p>\n<p><img src=\"https://static.tigerbbs.com/e08d24cb421d7cc13debd76a9c6fea01\" tg-width=\"660\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>As long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.</p>\n<p>If yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says <a href=\"https://laohu8.com/S/STT\">State</a> Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”</p>\n<p><img src=\"https://static.tigerbbs.com/93ff6490069ab5dc1b4057f1ff7966f3\" tg-width=\"664\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p>Wilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says</p>\n<p>If 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”</p>\n<p>Some P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.</p>\n<p>A potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.</p>\n<p>An increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time event for the market, some strategists predict.</p>\n<p>These concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.</p>\n<blockquote>\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n</blockquote>\n<p>The State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.</p>\n<p>RBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.</p>\n<p>“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”</p>\n<p>But the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.</p>\n<p>“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”</p>\n<p><b>A Shopping List for Fall</b></p>\n<p>Most strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.</p>\n<p><img src=\"https://static.tigerbbs.com/a54c4bd114c1a5f7f700d1fc14d30d8e\" tg-width=\"970\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p>\n<p>Although stocks with quality attributes have outperformed the market this summer, according to a <a href=\"https://laohu8.com/S/BLK\">BlackRock</a> analysis, the quality factor has lagged since positive vaccine news was first reported last November.</p>\n<p>“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”</p>\n<p>He recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.</p>\n<p>For <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.</p>\n<p>“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”</p>\n<p>Harvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(BAC),<a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust(NTRS),Lowe’s(LOW),<a href=\"https://laohu8.com/S/IQV\">IQVIA</a> Holdings(IQV), andMasco(MAS).</p>\n<p>Overall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.</p>\n<p>“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.</p>\n<p>Cheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.</p>\n<p><a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> stocks also have some fans. “<a href=\"https://laohu8.com/S/HR\">Healthcare</a> has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analysts and fitting his macro views.</p>\n<p>Nuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.</p>\n<p>Malik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.</p>\n<p>Both stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>’s most promising post-Humira products.</p>\n<p><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>(PFE),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass a<i>Barron’s</i>screen for quality attributes.</p>\n<p>After a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. <a href=\"https://laohu8.com/S/JE\">Just</a> be more selective. And go with quality.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrategists Say the Stock Market Could Struggle This Fall. What to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 17:32 GMT+8 <a href=https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130130857","content_text":"What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.\nTailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.\nIn other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”\nThat’s the general consensus among the six market strategists and chief investment officers whomBarron’srecently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.\nNext year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.\nWith stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.\nThe stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.\nFed Chairman Jerome Powell has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”\nThe government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.\nThe bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.\nA budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.\nOther politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a Washington shutdown in October.\nFor now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.\nInflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.\n“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”\nThe strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.\nRising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.\n\nAs long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.\nIf yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says State Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”\n\nWilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says\nIf 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”\nSome P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.\nA potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.\nAn increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a one-time event for the market, some strategists predict.\nThese concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.\n\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n\nThe State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.\nRBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.\n“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”\nBut the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.\n“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”\nA Shopping List for Fall\nMost strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.\n\nAlthough stocks with quality attributes have outperformed the market this summer, according to a BlackRock analysis, the quality factor has lagged since positive vaccine news was first reported last November.\n“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”\nHe recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.\nFor Wells Fargo’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.\n“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”\nHarvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),Bank of America(BAC),Northern Trust(NTRS),Lowe’s(LOW),IQVIA Holdings(IQV), andMasco(MAS).\nOverall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.\n“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.\nCheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.\nHealthcare stocks also have some fans. “Healthcare has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by Morgan Stanley analysts and fitting his macro views.\nNuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.\nMalik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.\nBoth stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of AbbVie’s most promising post-Humira products.\nPfizer(PFE),American Express(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass aBarron’sscreen for quality attributes.\nAfter a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. Just be more selective. And go with quality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817891795,"gmtCreate":1630927930617,"gmtModify":1631886778376,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817891795","repostId":"2165233386","repostType":4,"repost":{"id":"2165233386","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1630924860,"share":"https://www.laohu8.com/m/news/2165233386?lang=&edition=full","pubTime":"2021-09-06 18:41","market":"hk","language":"en","title":"Crude prices fall after Saudi Arabia makes deep cuts to Asian prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2165233386","media":"Dow Jones","summary":"Oil remains weak after disappointment over U.S. jobs data.\n\nOil prices came under renewed pressure o","content":"<blockquote>\n <b>Oil remains weak after disappointment over U.S. jobs data.</b>\n</blockquote>\n<p>Oil prices came under renewed pressure on Monday, after Saudi Arabia cut prices for its Asian customers and demand worries lingered following last week's weaker-than-expected U.S. jobs data.</p>\n<p>In electronic trading, West Texas intermediate crude for October delivery fell 82 cents, or 1.2%, to $68.47 a barrel, after closing down 1% to $69.29 a barrel on Friday. WTI prices rose 0.8% for the week. U.S. markets will be closed on Monday in observance of the Labor Day holiday.</p>\n<p>Global benchmark Brent crude fell 83 cents, or 1.1%, to $71.76 a barrel. Brent declined 0.6% to $72.61 a barrel on Friday, but was up 1.3% for the week.</p>\n<p>State oil company Saudi Aramco has cut its October official selling prices <a href=\"https://laohu8.com/S/OSP.AU\">$(OSP.AU)$</a> for all grades delivering to Asia, while keeping prices unchanged for the U.S. and Europe. Arab Light crude for delivery to Asia was slashed to a premium of $1.70 per barrel from $3 in September, according to a company document. The price cuts were the first in four months for the region.</p>\n<p>The Asian price cuts were bigger than expected, according to Jeffrey Halley, senior market analyst at OANDA. \"Given that OPEC+ is continuing its plan to raise production monthly, despite weak data from China and the U.S. raising slowdown fears, and Saudi Arabia looking for market share in the region, oil is likely to remain under pressure,\" said Halley.</p>\n<p>He said if Brent falls through its 100-day moving average <a href=\"https://laohu8.com/S/DMA.AU\">$(DMA.AU)$</a> at $71.15 a barrel, the market could retest $70.50 and $70.00 a barrel, with things getting \"ugly below $70.00 a barrel.\" WTI has already moved through its 100-DMA support at $68.60 on Monday, with $67 a barrel under threat, added Halley.</p>\n<p>Last Wednesday, the Organization of the Petroleum Exporting Countries and its allies stuck to a plan to gradually increase production by 400,000 barrels a day per month from August. Analysts at Capital Markets have predicted that the decision could lead to a surplus in global supplies early 2022, and help drag Brent prices down 15% by the end of next year.</p>\n<p>Friday's drop in oil prices followed a smaller-than-expected August climb in U.S. payrolls, which some are worried could crimp demand for crude. Still, a slow recovery for refiners in the hurricane hit Gulf of Mexico, left prices higher on the week. On Friday, Baker Hughes <a href=\"https://laohu8.com/S/BKR\">$(BKR)$</a> reported the biggest weekly drop in U.S. oil-drilling rigs for the year thus far, as producers struggle to come back online.</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>Crude prices fall after Saudi Arabia makes deep cuts to Asian prices</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\">\nCrude prices fall after Saudi Arabia makes deep cuts to Asian prices\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\">2021-09-06 18:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>Oil remains weak after disappointment over U.S. jobs data.</b>\n</blockquote>\n<p>Oil prices came under renewed pressure on Monday, after Saudi Arabia cut prices for its Asian customers and demand worries lingered following last week's weaker-than-expected U.S. jobs data.</p>\n<p>In electronic trading, West Texas intermediate crude for October delivery fell 82 cents, or 1.2%, to $68.47 a barrel, after closing down 1% to $69.29 a barrel on Friday. WTI prices rose 0.8% for the week. U.S. markets will be closed on Monday in observance of the Labor Day holiday.</p>\n<p>Global benchmark Brent crude fell 83 cents, or 1.1%, to $71.76 a barrel. Brent declined 0.6% to $72.61 a barrel on Friday, but was up 1.3% for the week.</p>\n<p>State oil company Saudi Aramco has cut its October official selling prices <a href=\"https://laohu8.com/S/OSP.AU\">$(OSP.AU)$</a> for all grades delivering to Asia, while keeping prices unchanged for the U.S. and Europe. Arab Light crude for delivery to Asia was slashed to a premium of $1.70 per barrel from $3 in September, according to a company document. The price cuts were the first in four months for the region.</p>\n<p>The Asian price cuts were bigger than expected, according to Jeffrey Halley, senior market analyst at OANDA. \"Given that OPEC+ is continuing its plan to raise production monthly, despite weak data from China and the U.S. raising slowdown fears, and Saudi Arabia looking for market share in the region, oil is likely to remain under pressure,\" said Halley.</p>\n<p>He said if Brent falls through its 100-day moving average <a href=\"https://laohu8.com/S/DMA.AU\">$(DMA.AU)$</a> at $71.15 a barrel, the market could retest $70.50 and $70.00 a barrel, with things getting \"ugly below $70.00 a barrel.\" WTI has already moved through its 100-DMA support at $68.60 on Monday, with $67 a barrel under threat, added Halley.</p>\n<p>Last Wednesday, the Organization of the Petroleum Exporting Countries and its allies stuck to a plan to gradually increase production by 400,000 barrels a day per month from August. Analysts at Capital Markets have predicted that the decision could lead to a surplus in global supplies early 2022, and help drag Brent prices down 15% by the end of next year.</p>\n<p>Friday's drop in oil prices followed a smaller-than-expected August climb in U.S. payrolls, which some are worried could crimp demand for crude. Still, a slow recovery for refiners in the hurricane hit Gulf of Mexico, left prices higher on the week. On Friday, Baker Hughes <a href=\"https://laohu8.com/S/BKR\">$(BKR)$</a> reported the biggest weekly drop in U.S. oil-drilling rigs for the year thus far, as producers struggle to come back online.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUD.UK":"WTI原油ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165233386","content_text":"Oil remains weak after disappointment over U.S. jobs data.\n\nOil prices came under renewed pressure on Monday, after Saudi Arabia cut prices for its Asian customers and demand worries lingered following last week's weaker-than-expected U.S. jobs data.\nIn electronic trading, West Texas intermediate crude for October delivery fell 82 cents, or 1.2%, to $68.47 a barrel, after closing down 1% to $69.29 a barrel on Friday. WTI prices rose 0.8% for the week. U.S. markets will be closed on Monday in observance of the Labor Day holiday.\nGlobal benchmark Brent crude fell 83 cents, or 1.1%, to $71.76 a barrel. Brent declined 0.6% to $72.61 a barrel on Friday, but was up 1.3% for the week.\nState oil company Saudi Aramco has cut its October official selling prices $(OSP.AU)$ for all grades delivering to Asia, while keeping prices unchanged for the U.S. and Europe. Arab Light crude for delivery to Asia was slashed to a premium of $1.70 per barrel from $3 in September, according to a company document. The price cuts were the first in four months for the region.\nThe Asian price cuts were bigger than expected, according to Jeffrey Halley, senior market analyst at OANDA. \"Given that OPEC+ is continuing its plan to raise production monthly, despite weak data from China and the U.S. raising slowdown fears, and Saudi Arabia looking for market share in the region, oil is likely to remain under pressure,\" said Halley.\nHe said if Brent falls through its 100-day moving average $(DMA.AU)$ at $71.15 a barrel, the market could retest $70.50 and $70.00 a barrel, with things getting \"ugly below $70.00 a barrel.\" WTI has already moved through its 100-DMA support at $68.60 on Monday, with $67 a barrel under threat, added Halley.\nLast Wednesday, the Organization of the Petroleum Exporting Countries and its allies stuck to a plan to gradually increase production by 400,000 barrels a day per month from August. Analysts at Capital Markets have predicted that the decision could lead to a surplus in global supplies early 2022, and help drag Brent prices down 15% by the end of next year.\nFriday's drop in oil prices followed a smaller-than-expected August climb in U.S. payrolls, which some are worried could crimp demand for crude. Still, a slow recovery for refiners in the hurricane hit Gulf of Mexico, left prices higher on the week. On Friday, Baker Hughes $(BKR)$ reported the biggest weekly drop in U.S. oil-drilling rigs for the year thus far, as producers struggle to come back online.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811530841,"gmtCreate":1630331251783,"gmtModify":1704958580690,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi//<a href=\"https://laohu8.com/U/3578668729356671\">@ssw04104</a>: Hi","listText":"Hi//<a href=\"https://laohu8.com/U/3578668729356671\">@ssw04104</a>: Hi","text":"Hi//@ssw04104: Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811530841","repostId":"2163885784","repostType":4,"repost":{"id":"2163885784","kind":"news","pubTimestamp":1630329604,"share":"https://www.laohu8.com/m/news/2163885784?lang=&edition=full","pubTime":"2021-08-30 21:20","market":"us","language":"en","title":"Moderna, BioNTech Rally Stalls Ahead of CDC Meeting on Boosters","url":"https://stock-news.laohu8.com/highlight/detail?id=2163885784","media":"Bloomberg","summary":"(Bloomberg) -- The huge rally for Covid-19 vaccine makers has stalled as Wall Street waits for the U","content":"<p>(Bloomberg) -- The huge rally for Covid-19 vaccine makers has stalled as Wall Street waits for the U.S Centers for Disease Control and Prevention to weigh in on whether Americans should get a third shot.</p>\n<p>On Monday, a meeting of outside advisers to the agency could finally give investors a sense of clarity.</p>\n<p>Moderna Inc., which became the best performer in the S&P 500 Index after its stock price more than tripled this year, has slid 21% from its record high in early August. <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, which has surged more than four-fold in 2021, has fallen almost as much over the past three weeks, while its U.S. partner, Pfizer Inc., is off more than 7% from its peak.</p>\n<p>The retreat comes as the pace of the American inoculation campaign slows, leaving investors divided over how much growth to expect from the manufacturers. That rift has only deepened after President Joe Biden administration promised that booster shots will be made available to most Americans, which would be a major source of demand if regulators endorse that step.</p>\n<p>The administration’s aim to push through new guidelines in late September, however, has been met with skepticism by some medical experts. The CDC as well as the U.S. Food and Drug Administration have to approve the plan before it can be implemented and that backing isn’t guaranteed.</p>\n<p>That uncertainty is likely to continue fueling volatility in the stocks. Options imply that Moderna and BioNTech could move roughly 7% in either direction over the next week while Pfizer’s stock may move about 3%.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>’s Matthew Harrison is among Wall Street analysts who expect Biden’s plan to be backed by regulators. But but he remains equal weight on Moderna and Pfizer because he doesn’t expect any major new vaccine orders in the near future, with an estimated 630 million of unused shots from the companies already purchased through 2022.</p>\n<p>“We do not expect any supply constraints for booster doses and do not expect the U.S. government to purchase additional mRNA vaccine doses for 2022 based on current demand or booster dose need,” Harrison wrote in a research note, referring to the technology used in both Moderna and Pfizer’s shots.</p>\n<p>Analysts with Goldman Sachs Group Inc. are more bullish. The bank has a buy rating on Moderna, estimating that its shot could drive $36.2 billion of sales next year, some $15 billion more than Bloomberg’s consensus estimates. “We see upside to these numbers given supply and pricing dynamics,” said analyst Asad Haider.</p>\n<p>He sees new records for Moderna and Pfizer if U.S. and other global regulators endorse the receipt of a third dose. He estimates that Moderna shares -- which closed Friday a $382.22 -- could top $600 if boosters become the norm, while Pfizer could trade as high as $61, up from $46.58 at the end of last week. BioNTech already trades at best-case levels, he wrote.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna, BioNTech Rally Stalls Ahead of CDC Meeting on Boosters</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\">\nModerna, BioNTech Rally Stalls Ahead of CDC Meeting on Boosters\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 21:20 GMT+8 <a href=https://finance.yahoo.com/news/moderna-biontech-rally-stalls-ahead-103004269.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The huge rally for Covid-19 vaccine makers has stalled as Wall Street waits for the U.S Centers for Disease Control and Prevention to weigh in on whether Americans should get a third ...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-biontech-rally-stalls-ahead-103004269.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE"},"source_url":"https://finance.yahoo.com/news/moderna-biontech-rally-stalls-ahead-103004269.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2163885784","content_text":"(Bloomberg) -- The huge rally for Covid-19 vaccine makers has stalled as Wall Street waits for the U.S Centers for Disease Control and Prevention to weigh in on whether Americans should get a third shot.\nOn Monday, a meeting of outside advisers to the agency could finally give investors a sense of clarity.\nModerna Inc., which became the best performer in the S&P 500 Index after its stock price more than tripled this year, has slid 21% from its record high in early August. BioNTech SE, which has surged more than four-fold in 2021, has fallen almost as much over the past three weeks, while its U.S. partner, Pfizer Inc., is off more than 7% from its peak.\nThe retreat comes as the pace of the American inoculation campaign slows, leaving investors divided over how much growth to expect from the manufacturers. That rift has only deepened after President Joe Biden administration promised that booster shots will be made available to most Americans, which would be a major source of demand if regulators endorse that step.\nThe administration’s aim to push through new guidelines in late September, however, has been met with skepticism by some medical experts. The CDC as well as the U.S. Food and Drug Administration have to approve the plan before it can be implemented and that backing isn’t guaranteed.\nThat uncertainty is likely to continue fueling volatility in the stocks. Options imply that Moderna and BioNTech could move roughly 7% in either direction over the next week while Pfizer’s stock may move about 3%.\nMorgan Stanley’s Matthew Harrison is among Wall Street analysts who expect Biden’s plan to be backed by regulators. But but he remains equal weight on Moderna and Pfizer because he doesn’t expect any major new vaccine orders in the near future, with an estimated 630 million of unused shots from the companies already purchased through 2022.\n“We do not expect any supply constraints for booster doses and do not expect the U.S. government to purchase additional mRNA vaccine doses for 2022 based on current demand or booster dose need,” Harrison wrote in a research note, referring to the technology used in both Moderna and Pfizer’s shots.\nAnalysts with Goldman Sachs Group Inc. are more bullish. The bank has a buy rating on Moderna, estimating that its shot could drive $36.2 billion of sales next year, some $15 billion more than Bloomberg’s consensus estimates. “We see upside to these numbers given supply and pricing dynamics,” said analyst Asad Haider.\nHe sees new records for Moderna and Pfizer if U.S. and other global regulators endorse the receipt of a third dose. He estimates that Moderna shares -- which closed Friday a $382.22 -- could top $600 if boosters become the norm, while Pfizer could trade as high as $61, up from $46.58 at the end of last week. BioNTech already trades at best-case levels, he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811597743,"gmtCreate":1630331235682,"gmtModify":1704958579651,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/811597743","repostId":"2163885784","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819234354,"gmtCreate":1630071830978,"gmtModify":1704955517561,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819234354","repostId":"1177903834","repostType":4,"repost":{"id":"1177903834","kind":"news","pubTimestamp":1630070724,"share":"https://www.laohu8.com/m/news/1177903834?lang=&edition=full","pubTime":"2021-08-27 21:25","market":"us","language":"en","title":"Box: A Comfortable Investment At Tremendously Cheap Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1177903834","media":"seekingalpha","summary":"Summary\n\nShares of Box have fallen ~5% after a strong Q2 earnings report.\nRevenue growth accelerated","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of Box have fallen ~5% after a strong Q2 earnings report.</li>\n <li>Revenue growth accelerated to 12% y/y, and billings growth of 13% y/y indicates that revenue growth may even pick up slightly.</li>\n <li>The company also delivered significant margin expansion and expects to hit the \"Rule of 40\" on a free cash flow basis by FY24.</li>\n <li>Box is still a very cheap stock at <4x forward revenue.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1670e3d657812cae8258809923793c19\" tg-width=\"1536\" tg-height=\"1026\" referrerpolicy=\"no-referrer\"><span>Noam Galai/Getty Images Entertainment</span></p>\n<p>So far, the year 2021 has been a promising one for Box(NYSE:BOX). The file storage and sharing service, one of the earlier SaaS companies to go public and gain a reputation for \"growth at all costs,\" has seen a 40% jump in its stock price year to date, more than doubling that of the S&P 500 - though that hardly makes up for Box's years of disappointing returns. This is the year, however, that investors have seemed to favor positioning themselves defensively with value stocks over growth, even with the market counting to sit at all-time highs.</p>\n<p>A slight crack in this positive rebound showed after Box reported Q2 results, which resulted in a ~5% dip despite strong top and bottom-line results. In my view, the dip is a strong buying opportunity in a company that has repeatedly shown its capacity to scale profitably and to retain growth in a software category that is often described as overly competitive.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e9c3ef144b8f48e4171067b3519dce8\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>My main investing strategy over the past year has been to find stocks that I feel comfortable buying at all-time market tops. The basic question here is: \"what stock will be relatively immune to, say, a ~20% market correction, by gist of the fact that it's already currently cheap to begin with?\" Box has always retained a strong value element, and today, with strong forward-looking estimates plus a still-depressed share price, that value element has never been brighter.</p>\n<p>At current share prices near $25, Box trades at a market cap of $3.85 billion. After we net off the $829.4 million of cash and $366.5 million of debt on Box's most recent balance sheet, the company's resulting enterprise value is $3.39 billion.</p>\n<p>For the current fiscal year, Box has guided to revenue of $856-$860 million, representing 12% y/y growth. For the next fiscal year (FY22), Wall Street analysts have given a consensus revenue target of $942.5 million for Box, representing 11% y/y growth (data from Yahoo Finance). This puts Box's valuation multiples at an ultra-modest multiple of:</p>\n<ul>\n <li><b>4.0x EV/FY21 revenue</b></li>\n <li><b>3.6x EV/FY22 revenue</b></li>\n</ul>\n<p>Recall as well that Box has maintained its goal of hitting a \"Rule of 40\" profile by FY24, which it defines as revenue growth plus free cash flow margin (the latter standing in for how most companies calculate the Rule of 40, with pro forma operating margin instead of FCF).</p>\n<p>Figure 1. Box Rule of 40</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb5ce6e7901cd0b87e178d41c64b2ea\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"><span>Source: BoxQ2 investor presentation</span></p>\n<p>Let's tease that out quickly. If Box hits 11% y/y growth in the two years after FY22, then its revenue in that year would be $1.16 billion. The lower point of its guidance would suggest a 29% FCF margin (though it really expects to be at 40%+ growth plus FCF margin in that year), which would imply $336.4 million in FCF. Its current valuation, then, stands at a ~10x multiple of future cash flow (an even lower multiple would result if Box outperforms the lower end of its Rule of 40 guidance).</p>\n<p>Aside from the free cash flow opportunity, here are the other reasons to be bullish on Box, as a refresher:</p>\n<ul>\n <li><b>Nearly pure recurring revenue business that has shown resilience during macroeconomic shocks.</b>Even amid the pandemic, Box has managed to retain its low double-digit/high single-digit revenue growth rates. Revenue growth in Q2 accelerated over Q1, showing sustained momentum.</li>\n <li><b>Enterprise orientation.</b>Of all of its well-known competitors, Box is the only company that is enterprise-focused. The company touts its security features plus advanced capabilities like Box Skills as key distinguishers versus the likes of Dropbox.</li>\n <li><b>Box's product portfolio expansion has led to a $55 billion market.</b>Despite competition, Box cites a massive $55 billion market across storage, content collaboration, and data security. That's a big enough space for multiple incumbents, and also suggests Box is only currently ~2% penetrated into this overall market. Recent portfolio additions like Box Sign have greatly expanded Box's potential.</li>\n</ul>\n<p>Stay long here and use the dip as a buying opportunity.</p>\n<p><b>Q2 download</b></p>\n<p>Let's now cover Box's latest second-quarter results in greater detail. There were no major red flags to be found, in my mind, that warrants Box's ~5% drop.</p>\n<p>Starting with revenue: Box saw its revenue growth accelerate two points in the quarter, growing 12% y/y to $214.5 million, edging out over Wall Street's $213.0 million (+11% y/y) expectations. We note as well that this is Box's strongest quarter for revenue growth over the past five.</p>\n<p>Figure 2. Box revenue growth trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b477b6fd8ecc7c46b3fcce168903fcb\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: Box Q2 investor presentation</span></p>\n<p>Box has also shown strong billings trends. Recall that in Q1, the company saw 24% y/y growth in billings, but against a very easy pandemic comp that saw deal signings materially slow down upon the immediate start of lockdowns. Yet billings were also strong in Q2 at 13% y/y growth, indicating that revenue growth may accelerate beyond 12% y/y growth in the near future. Note that Box's long-term operating plan calls for revenue growth between 12-16% y/y (so our expectations of 11% y/y are more on the conservative side). Box's deferred revenue is also up 16% y/y, indicating a strong \"pipeline\" of deals billed that are waiting to be recognized as revenue.</p>\n<p>Figure 3. Box billings trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b81a48cf40f716a78b1cadfb79ae971\" tg-width=\"640\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Box Q2 investor presentation</span></p>\n<p>The company has noted that the rollout of the Box Sign product, Box's answer to the likes of DocuSign, has been a successful one. Here's some useful anecdotal commentary from founder and CEO Aaron Levie on the most recent Q2 earnings call detailing Box Sign traction and other go-to-market strengths:</p>\n<blockquote>\n Initial response from customers has been very positive and we're rolling out Box Sign to all business and enterprise customers throughout this fall with a significant roadmap of innovation ahead [...]\n</blockquote>\n<blockquote>\n Building on the success of suites, in late July, we also announced a new simplified product addition for our enterprise customers called Enterprise Plus, which includes shield governance, relay, platform, Box Sign, the ability for large file uploads and enhanced support and consulting credits. You can see the success of our go-to-market efforts most clearly when looking at our Q2 customer expansion. For instance, one of the largest banks in the world purchases seven figure deal with multiple products, including key safe governance, relay shield and platform to support new use cases for Box, including claims processing and loan origination and a more secure virtual environment.\"\n</blockquote>\n<p>To Levie's last point, multi-product customers have become a defining feature of Box's growth strategy. 73% of Box's >$100k deals are now \"Box Suite\" deals, with custom pricing for a basket of Box services. Two years ago, when Box was still rolling out Suites, this rate stood closer to 10%.</p>\n<p>The trend toward more products per customer has helped bring up Box's net revenue retention rates as well, which you can see in the chart below has improved to 106%, from the low 100% range during the pandemic:</p>\n<p>Figure 4. Box net retention rates</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04cfd569714ad97156280e851aa6abac\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Box Q2 investor presentation</span></p>\n<p>Box also managed to retain these strong top-line trends while delivering substantial profitability performance. The company's gross margins improved 100bps to 74.5%, while pro forma operating expenses fell 4% as a percentage of revenue, driven by a two-point reduction each in sales and marketing and R&D expenses:</p>\n<p>Figure 5. Box gross margin trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92552ec3249e1c378987e476b7ff4bb3\" tg-width=\"640\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Source: Box Q2 investor presentation</span></p>\n<p>The company also delivered $29.8 million of free cash flow in the quarter, up more than 2x y/y. Year to date, Box's free cash flow of $105.7 million has also doubled y/y and is at a 25% FCF margin.</p>\n<p><b>Key takeaways</b></p>\n<p>Box falls into a category of stocks that I would consider \"guilt free.\" I don't need to feel anxious about buying this stock at market highs because I know its ultra-low valuation shields it from much further downside. On top of consistent low-teens growth, free cash flow expansion and ambitious long-term targets for continued FCF conversion, I'm staying long here.</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>Box: A Comfortable Investment At Tremendously Cheap Prices</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\">\nBox: A Comfortable Investment At Tremendously Cheap Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 21:25 GMT+8 <a href=https://seekingalpha.com/article/4452035-box-guilt-free-stock-shielded-by-ultra-low-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Box have fallen ~5% after a strong Q2 earnings report.\nRevenue growth accelerated to 12% y/y, and billings growth of 13% y/y indicates that revenue growth may even pick up slightly....</p>\n\n<a href=\"https://seekingalpha.com/article/4452035-box-guilt-free-stock-shielded-by-ultra-low-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BOX":"Box Inc"},"source_url":"https://seekingalpha.com/article/4452035-box-guilt-free-stock-shielded-by-ultra-low-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177903834","content_text":"Summary\n\nShares of Box have fallen ~5% after a strong Q2 earnings report.\nRevenue growth accelerated to 12% y/y, and billings growth of 13% y/y indicates that revenue growth may even pick up slightly.\nThe company also delivered significant margin expansion and expects to hit the \"Rule of 40\" on a free cash flow basis by FY24.\nBox is still a very cheap stock at <4x forward revenue.\n\nNoam Galai/Getty Images Entertainment\nSo far, the year 2021 has been a promising one for Box(NYSE:BOX). The file storage and sharing service, one of the earlier SaaS companies to go public and gain a reputation for \"growth at all costs,\" has seen a 40% jump in its stock price year to date, more than doubling that of the S&P 500 - though that hardly makes up for Box's years of disappointing returns. This is the year, however, that investors have seemed to favor positioning themselves defensively with value stocks over growth, even with the market counting to sit at all-time highs.\nA slight crack in this positive rebound showed after Box reported Q2 results, which resulted in a ~5% dip despite strong top and bottom-line results. In my view, the dip is a strong buying opportunity in a company that has repeatedly shown its capacity to scale profitably and to retain growth in a software category that is often described as overly competitive.\nData by YCharts\nMy main investing strategy over the past year has been to find stocks that I feel comfortable buying at all-time market tops. The basic question here is: \"what stock will be relatively immune to, say, a ~20% market correction, by gist of the fact that it's already currently cheap to begin with?\" Box has always retained a strong value element, and today, with strong forward-looking estimates plus a still-depressed share price, that value element has never been brighter.\nAt current share prices near $25, Box trades at a market cap of $3.85 billion. After we net off the $829.4 million of cash and $366.5 million of debt on Box's most recent balance sheet, the company's resulting enterprise value is $3.39 billion.\nFor the current fiscal year, Box has guided to revenue of $856-$860 million, representing 12% y/y growth. For the next fiscal year (FY22), Wall Street analysts have given a consensus revenue target of $942.5 million for Box, representing 11% y/y growth (data from Yahoo Finance). This puts Box's valuation multiples at an ultra-modest multiple of:\n\n4.0x EV/FY21 revenue\n3.6x EV/FY22 revenue\n\nRecall as well that Box has maintained its goal of hitting a \"Rule of 40\" profile by FY24, which it defines as revenue growth plus free cash flow margin (the latter standing in for how most companies calculate the Rule of 40, with pro forma operating margin instead of FCF).\nFigure 1. Box Rule of 40\nSource: BoxQ2 investor presentation\nLet's tease that out quickly. If Box hits 11% y/y growth in the two years after FY22, then its revenue in that year would be $1.16 billion. The lower point of its guidance would suggest a 29% FCF margin (though it really expects to be at 40%+ growth plus FCF margin in that year), which would imply $336.4 million in FCF. Its current valuation, then, stands at a ~10x multiple of future cash flow (an even lower multiple would result if Box outperforms the lower end of its Rule of 40 guidance).\nAside from the free cash flow opportunity, here are the other reasons to be bullish on Box, as a refresher:\n\nNearly pure recurring revenue business that has shown resilience during macroeconomic shocks.Even amid the pandemic, Box has managed to retain its low double-digit/high single-digit revenue growth rates. Revenue growth in Q2 accelerated over Q1, showing sustained momentum.\nEnterprise orientation.Of all of its well-known competitors, Box is the only company that is enterprise-focused. The company touts its security features plus advanced capabilities like Box Skills as key distinguishers versus the likes of Dropbox.\nBox's product portfolio expansion has led to a $55 billion market.Despite competition, Box cites a massive $55 billion market across storage, content collaboration, and data security. That's a big enough space for multiple incumbents, and also suggests Box is only currently ~2% penetrated into this overall market. Recent portfolio additions like Box Sign have greatly expanded Box's potential.\n\nStay long here and use the dip as a buying opportunity.\nQ2 download\nLet's now cover Box's latest second-quarter results in greater detail. There were no major red flags to be found, in my mind, that warrants Box's ~5% drop.\nStarting with revenue: Box saw its revenue growth accelerate two points in the quarter, growing 12% y/y to $214.5 million, edging out over Wall Street's $213.0 million (+11% y/y) expectations. We note as well that this is Box's strongest quarter for revenue growth over the past five.\nFigure 2. Box revenue growth trends\nSource: Box Q2 investor presentation\nBox has also shown strong billings trends. Recall that in Q1, the company saw 24% y/y growth in billings, but against a very easy pandemic comp that saw deal signings materially slow down upon the immediate start of lockdowns. Yet billings were also strong in Q2 at 13% y/y growth, indicating that revenue growth may accelerate beyond 12% y/y growth in the near future. Note that Box's long-term operating plan calls for revenue growth between 12-16% y/y (so our expectations of 11% y/y are more on the conservative side). Box's deferred revenue is also up 16% y/y, indicating a strong \"pipeline\" of deals billed that are waiting to be recognized as revenue.\nFigure 3. Box billings trends\nSource: Box Q2 investor presentation\nThe company has noted that the rollout of the Box Sign product, Box's answer to the likes of DocuSign, has been a successful one. Here's some useful anecdotal commentary from founder and CEO Aaron Levie on the most recent Q2 earnings call detailing Box Sign traction and other go-to-market strengths:\n\n Initial response from customers has been very positive and we're rolling out Box Sign to all business and enterprise customers throughout this fall with a significant roadmap of innovation ahead [...]\n\n\n Building on the success of suites, in late July, we also announced a new simplified product addition for our enterprise customers called Enterprise Plus, which includes shield governance, relay, platform, Box Sign, the ability for large file uploads and enhanced support and consulting credits. You can see the success of our go-to-market efforts most clearly when looking at our Q2 customer expansion. For instance, one of the largest banks in the world purchases seven figure deal with multiple products, including key safe governance, relay shield and platform to support new use cases for Box, including claims processing and loan origination and a more secure virtual environment.\"\n\nTo Levie's last point, multi-product customers have become a defining feature of Box's growth strategy. 73% of Box's >$100k deals are now \"Box Suite\" deals, with custom pricing for a basket of Box services. Two years ago, when Box was still rolling out Suites, this rate stood closer to 10%.\nThe trend toward more products per customer has helped bring up Box's net revenue retention rates as well, which you can see in the chart below has improved to 106%, from the low 100% range during the pandemic:\nFigure 4. Box net retention rates\nSource: Box Q2 investor presentation\nBox also managed to retain these strong top-line trends while delivering substantial profitability performance. The company's gross margins improved 100bps to 74.5%, while pro forma operating expenses fell 4% as a percentage of revenue, driven by a two-point reduction each in sales and marketing and R&D expenses:\nFigure 5. Box gross margin trends\nSource: Box Q2 investor presentation\nThe company also delivered $29.8 million of free cash flow in the quarter, up more than 2x y/y. Year to date, Box's free cash flow of $105.7 million has also doubled y/y and is at a 25% FCF margin.\nKey takeaways\nBox falls into a category of stocks that I would consider \"guilt free.\" I don't need to feel anxious about buying this stock at market highs because I know its ultra-low valuation shields it from much further downside. On top of consistent low-teens growth, free cash flow expansion and ambitious long-term targets for continued FCF conversion, I'm staying long here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810118617,"gmtCreate":1629951532239,"gmtModify":1631890339887,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810118617","repostId":"1197918153","repostType":4,"repost":{"id":"1197918153","kind":"news","pubTimestamp":1629948466,"share":"https://www.laohu8.com/m/news/1197918153?lang=&edition=full","pubTime":"2021-08-26 11:27","market":"us","language":"en","title":"AMC Stock: Running Of The Bulls Knocks Short Sellers Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1197918153","media":"Thestreet","summary":"The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimis","content":"<p>The August 24 trading session provided AMC stock (<b>AMC</b>) -Get Report owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also positive, AMC surged 20% and finally broke into the $40 levels once again.</p>\n<p>Not yet satisfied, ambitious apes still believe that the recent move in AMC is just the tip of the iceberg, and that the path to the moon is gradually being paved. Wall Street Memes reviews AMC stock’s recent performance.</p>\n<h3>Broad market strength</h3>\n<p>The US stock market had a record-breaking dayon August 24. In a week marked by chatter around monetary policy and the Jackson Hole symposium, vaccine approval news and the Chinese market’s retraction helped to fuel the market’s euphoria in the US.</p>\n<p>AMC trading volume reached about 220 million shares on August 24, more than double the average 10-day metric.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1cc490ca24ca006f0cad2c9b785eb27\" tg-width=\"1200\" tg-height=\"595\" width=\"100%\" height=\"auto\"><span>Figure 1: AMC historical data and trading volume.</span></p>\n<h3>Bullish drivers</h3>\n<p>AMC’s popularity across the main online discussion boards remains at peak levels. The top meme stock’s performance mirrored WallStreetBets’ commentary volume, although correlation does not necessarily mean causation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81369ea6c61e3992aad71b0bb2d24e20\" tg-width=\"1200\" tg-height=\"609\" width=\"100%\" height=\"auto\"><span>Figure 2: WSB ticker sentiment - AMC.Swaggy Stocks</span></p>\n<p>Short interest remains elevated and on the rise, at around 18% according to Yahoo Finance. Also, Wall Street analysts' bearishness towards the stock has served as fuel for defying AMC apes in their quest to squeeze short sellers out.</p>\n<p>The company’s recent financial performance may also be playing a role in stock price action. The above-expectations Q2 earnings report, which pointed at a scenario of post-pandemic recovery for AMC, reinforces the fundamentalist thesis. Keep in mind, however, that meme mania has much more to do with momentum and market dynamics than with business fundamentals.</p>\n<h3>SEC looking closely at dark pools</h3>\n<p>One of the biggest complaints and concerns of AMC shareholders is the lack of transparency in the market. There seems to be a consensus among the ape community that dark pool activities and naked short selling could be hampering AMC's ride to new highs.</p>\n<p>Recently, SEC Chair Gay Genslerspoke directly on the matter, stating that the agency is looking closely at dark pool activities to protect investors. While no firm action has been taken yet, the SEC’s willingness to address the issue can be seen as positive news.</p>\n<h3>Short sellers get slapped</h3>\n<p>With over 92 million AMC shares currently shorted, sellers have racked up billions of dollars in losses since meme mania emerged. The latest data provided by third-party research reveals that, as of July 20, shorts had incurred year-to-date losses of $3.8 billion.</p>\n<p>Short seller losses are probably even higher now, since AMC stock has spiked 20% in August alone. Amid a new wave of optimism, bears might be playing with fire. How long will they withstand the upward pressures? Apes’ bet: not very long.</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>AMC Stock: Running Of The Bulls Knocks Short Sellers Down</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\">\nAMC Stock: Running Of The Bulls Knocks Short Sellers Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 11:27 GMT+8 <a href=https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197918153","content_text":"The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also positive, AMC surged 20% and finally broke into the $40 levels once again.\nNot yet satisfied, ambitious apes still believe that the recent move in AMC is just the tip of the iceberg, and that the path to the moon is gradually being paved. Wall Street Memes reviews AMC stock’s recent performance.\nBroad market strength\nThe US stock market had a record-breaking dayon August 24. In a week marked by chatter around monetary policy and the Jackson Hole symposium, vaccine approval news and the Chinese market’s retraction helped to fuel the market’s euphoria in the US.\nAMC trading volume reached about 220 million shares on August 24, more than double the average 10-day metric.\nFigure 1: AMC historical data and trading volume.\nBullish drivers\nAMC’s popularity across the main online discussion boards remains at peak levels. The top meme stock’s performance mirrored WallStreetBets’ commentary volume, although correlation does not necessarily mean causation.\nFigure 2: WSB ticker sentiment - AMC.Swaggy Stocks\nShort interest remains elevated and on the rise, at around 18% according to Yahoo Finance. Also, Wall Street analysts' bearishness towards the stock has served as fuel for defying AMC apes in their quest to squeeze short sellers out.\nThe company’s recent financial performance may also be playing a role in stock price action. The above-expectations Q2 earnings report, which pointed at a scenario of post-pandemic recovery for AMC, reinforces the fundamentalist thesis. Keep in mind, however, that meme mania has much more to do with momentum and market dynamics than with business fundamentals.\nSEC looking closely at dark pools\nOne of the biggest complaints and concerns of AMC shareholders is the lack of transparency in the market. There seems to be a consensus among the ape community that dark pool activities and naked short selling could be hampering AMC's ride to new highs.\nRecently, SEC Chair Gay Genslerspoke directly on the matter, stating that the agency is looking closely at dark pool activities to protect investors. While no firm action has been taken yet, the SEC’s willingness to address the issue can be seen as positive news.\nShort sellers get slapped\nWith over 92 million AMC shares currently shorted, sellers have racked up billions of dollars in losses since meme mania emerged. The latest data provided by third-party research reveals that, as of July 20, shorts had incurred year-to-date losses of $3.8 billion.\nShort seller losses are probably even higher now, since AMC stock has spiked 20% in August alone. Amid a new wave of optimism, bears might be playing with fire. How long will they withstand the upward pressures? Apes’ bet: not very long.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837260667,"gmtCreate":1629894055159,"gmtModify":1631890339900,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837260667","repostId":"1179982896","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837260163,"gmtCreate":1629894049252,"gmtModify":1631890339910,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837260163","repostId":"1179982896","repostType":4,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834813532,"gmtCreate":1629788642426,"gmtModify":1631890339925,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/834813532","repostId":"1176455806","repostType":4,"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835220807,"gmtCreate":1629721967709,"gmtModify":1631890339937,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835220807","repostId":"1132832038","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832221723,"gmtCreate":1629642094962,"gmtModify":1631890339949,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832221723","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":890567148,"gmtCreate":1628124466684,"gmtModify":1633753390027,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/890567148","repostId":"1179402387","repostType":4,"repost":{"id":"1179402387","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628120638,"share":"https://www.laohu8.com/m/news/1179402387?lang=&edition=full","pubTime":"2021-08-05 07:43","market":"us","language":"en","title":"Toplines After Hours US Market on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1179402387","media":"Tiger Newspress","summary":"Futures contracts tied to the major U.S. equity indexes were little changed at the start of the over","content":"<p>Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.</p>\n<p>At 7:30 p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.</p>\n<p><img src=\"https://static.tigerbbs.com/15029cdb3b40554099587488dcc610a7\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making biggest moves after hours: Etsy, Electronic Arts, Roku & more</b></p>\n<p><a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.</p>\n<p>Ping Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.</p>\n<p>Etsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.</p>\n<p>PetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.</p>\n<p>Lemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.</p>\n<p><a href=\"https://laohu8.com/S/MAXR\">Maxar Technologies Ltd.</a> (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.</p>\n<p>Roku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.</p>\n<p>Western Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.</p>\n<p><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.</p>\n<p>Uber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.</p>\n<p>Electronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.</p>\n<p><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.</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>Toplines After Hours US Market on Wednesday</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\">\nToplines After Hours US Market on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-05 07:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.</p>\n<p>At 7:30 p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.</p>\n<p><img src=\"https://static.tigerbbs.com/15029cdb3b40554099587488dcc610a7\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making biggest moves after hours: Etsy, Electronic Arts, Roku & more</b></p>\n<p><a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.</p>\n<p>Ping Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.</p>\n<p>Etsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.</p>\n<p>PetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.</p>\n<p>Lemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.</p>\n<p><a href=\"https://laohu8.com/S/MAXR\">Maxar Technologies Ltd.</a> (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.</p>\n<p>Roku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.</p>\n<p>Western Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.</p>\n<p><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.</p>\n<p>Uber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.</p>\n<p>Electronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.</p>\n<p><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","FSLY":"Fastly, Inc.","UBER":"优步","EA":"艺电","MELI":"MercadoLibre","BKNG":"Booking Holdings",".DJI":"道琼斯","ROKU":"Roku Inc",".IXIC":"NASDAQ Composite","PING":"Ping Identity Holding","WU":"西联汇款","PETQ":"Petiq Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179402387","content_text":"Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.\nAt 7:30 p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.\n\nStocks making biggest moves after hours: Etsy, Electronic Arts, Roku & more\nFastly, Inc. (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.\nPing Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.\nEtsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.\nPetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.\nLemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.\nMaxar Technologies Ltd. (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.\nRoku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.\nWestern Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.\nMercadoLibre (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.\nUber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.\nElectronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.\nBooking Holdings (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896617263,"gmtCreate":1628577463452,"gmtModify":1631892185253,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/896617263","repostId":"1127196790","repostType":4,"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148375861,"gmtCreate":1625951138553,"gmtModify":1633931465051,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/148375861","repostId":"1177397700","repostType":4,"repost":{"id":"1177397700","kind":"news","pubTimestamp":1625876446,"share":"https://www.laohu8.com/m/news/1177397700?lang=&edition=full","pubTime":"2021-07-10 08:20","market":"us","language":"en","title":"Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177397700","media":"Barrons","summary":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.Now that Facebook has earned access—its market cap was down slightly by the end of the week, to ","content":"<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.</p>\n<p>Now that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.</p>\n<p>There’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).</p>\n<p>We’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.</p>\n<p>A few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.</p>\n<p>I’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.</p>\n<p>The business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.</p>\n<p>While the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.</p>\n<p><img src=\"https://static.tigerbbs.com/ed700f7a7812c0bf7b9b205ad99c33e7\" tg-width=\"872\" tg-height=\"769\" referrerpolicy=\"no-referrer\"></p>\n<p>I asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”</p>\n<p>Right now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.</p>\n<p>Tech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).</p>\n<p>Tech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.</p>\n<p>On Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.</p>\n<p>By now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963cb5c585db8df9615cd98e0bbd4bbc\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>A room at the F8 Developers Conference in San Jose, Calif.</span></p>\n<p>Privacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.</p>\n<p>For now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.</p>\n<p>It’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”</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>Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.</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\">\nWhich Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:20 GMT+8 <a href=https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the ...</p>\n\n<a href=\"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","TSLA":"特斯拉","AAPL":"苹果","BABA":"阿里巴巴","BRK.A":"伯克希尔","UNH":"联合健康","GOOGL":"谷歌A","TSM":"台积电","NVDA":"英伟达","AMZN":"亚马逊","WMT":"沃尔玛","V":"Visa"},"source_url":"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177397700","content_text":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.\nNow that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.\nThere’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).\nWe’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.\nA few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.\nI’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.\nThe business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.\nWhile the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.\n\nI asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”\nRight now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.\nTech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).\nTech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.\nOn Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.\nBy now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.\nA room at the F8 Developers Conference in San Jose, Calif.\nPrivacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.\nFor now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.\nIt’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133850113,"gmtCreate":1621736728832,"gmtModify":1634186900014,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Like and comment. thanks.","listText":"Like and comment. thanks.","text":"Like and comment. thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/133850113","repostId":"2137906121","repostType":4,"repost":{"id":"2137906121","kind":"highlight","pubTimestamp":1621611396,"share":"https://www.laohu8.com/m/news/2137906121?lang=&edition=full","pubTime":"2021-05-21 23:36","market":"us","language":"en","title":"Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2137906121","media":"Motley Fool","summary":"Berkshire Hathaway has continued to reduce its stakes in banks.","content":"<p><b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.</p>\n<p>\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"</p>\n<p>Let's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2da7d6438277757a73f9e626ebc6fc2\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. All but eliminating Wells Fargo</h2>\n<p>Everyone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, <b>Wells Fargo</b> (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.</p>\n<p>This essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at <a href=\"https://laohu8.com/S/AONE\">one</a> point back in 2017, it was reportedly worth as much as $29 billion.</p>\n<p>But as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.</p>\n<p>The stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.</p>\n<h2>2. Dumping <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></h2>\n<p>Last quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company <b>Synchrony Financial </b>(NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.</p>\n<p>While I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, <b>JPMorgan Chase</b>, and loaded up on America's second-largest bank, <b>Bank of America</b>.</p>\n<p>Considering that Buffett already has a huge position in <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.</p>\n<h2>3. Trimming U.S. Bancorp again</h2>\n<p>Berkshire Hathaway also sold about 1.45 million shares of <b>U.S. Bancorp</b> (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in <b>PNC Financial Services Group</b> and <b>M&T Bank</b>, in the fourth quarter of 2020. </p>\n<p>One possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. </p>\n<p>Overall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:36 GMT+8 <a href=https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","WFC":"富国银行","BRK.B":"伯克希尔B","SYF":"Synchrony Financial","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137906121","content_text":"Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.\n\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"\nLet's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.\nImage source: Getty Images.\n1. All but eliminating Wells Fargo\nEveryone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, Wells Fargo (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.\nThis essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at one point back in 2017, it was reportedly worth as much as $29 billion.\nBut as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.\nThe stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.\n2. Dumping Synchrony Financial\nLast quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company Synchrony Financial (NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.\nWhile I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, JPMorgan Chase, and loaded up on America's second-largest bank, Bank of America.\nConsidering that Buffett already has a huge position in American Express, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.\n3. Trimming U.S. Bancorp again\nBerkshire Hathaway also sold about 1.45 million shares of U.S. Bancorp (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in PNC Financial Services Group and M&T Bank, in the fourth quarter of 2020. \nOne possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. \nOverall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860341377,"gmtCreate":1632141101899,"gmtModify":1632802592112,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860341377","repostId":"1130418583","repostType":4,"repost":{"id":"1130418583","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632138209,"share":"https://www.laohu8.com/m/news/1130418583?lang=&edition=full","pubTime":"2021-09-20 19:43","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1130418583","media":"Tiger Newspress","summary":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as inve","content":"<p>(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p>\n<p>At 07:47 a.m. ET, Dow futures sank by more than 600 points, or 1.79%, in early trading. S&P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p>\n<p><img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket</b></p>\n<p>1) China Evergrande Group— Chinese property giant Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets. The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p>\n<p><b>2) <a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p>\n<p><b>3) <a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&P Oil & Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p>\n<p><b>4) <a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p>\n<p>5) JPMorgan, Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p>\n<p><b>6) <a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p>\n<p><b>7) <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p>\n<p>Some investors believe this is just normal market action that can occur in September.</p>\n<p>“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p>\n<p>Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p>\n<p>Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-20 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p>\n<p>At 07:47 a.m. ET, Dow futures sank by more than 600 points, or 1.79%, in early trading. S&P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p>\n<p><img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket</b></p>\n<p>1) China Evergrande Group— Chinese property giant Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets. The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p>\n<p><b>2) <a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p>\n<p><b>3) <a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&P Oil & Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p>\n<p><b>4) <a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p>\n<p>5) JPMorgan, Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p>\n<p><b>6) <a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p>\n<p><b>7) <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p>\n<p>Some investors believe this is just normal market action that can occur in September.</p>\n<p>“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p>\n<p>Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p>\n<p>Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130418583","content_text":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.\nAt 07:47 a.m. ET, Dow futures sank by more than 600 points, or 1.79%, in early trading. S&P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.\n\nStocks making the biggest moves premarket\n1) China Evergrande Group— Chinese property giant Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets. The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.\n2) Pfizer — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.\n3) Laredo ,Occidental — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&P Oil & Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.\n4) Colgate-Palmolive — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.\n5) JPMorgan, Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.\n6) AstraZeneca Plc — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.\n7) ARK Innovation ETF — Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.\nSome investors believe this is just normal market action that can occur in September.\n“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.\nOther risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.\nMost commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837260667,"gmtCreate":1629894055159,"gmtModify":1631890339900,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837260667","repostId":"1179982896","repostType":4,"repost":{"id":"1179982896","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629893760,"share":"https://www.laohu8.com/m/news/1179982896?lang=&edition=full","pubTime":"2021-08-25 20:16","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1179982896","media":"Tiger Newspress","summary":"U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the","content":"<p>U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.</p>\n<p>At 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.</p>\n<p><img src=\"https://static.tigerbbs.com/9af471a9313fe339e69031eb18ce40e2\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>Major Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.</p>\n<p>Shares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.</p>\n<p>Focus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p>TSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.</p>\n<p>Dick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.</p>\n<p>Johnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.</p>\n<p>Express(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.</p>\n<p>Shoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.</p>\n<p>Cassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.</p>\n<p>Urban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.</p>\n<p>Nordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.</p>\n<p>Toll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.</p>\n<p>Intuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.</p>\n<p>Meme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.</p>\n<p>Campbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.</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>Toplines Before US Market Open on Wednesday</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-25 20:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.</p>\n<p>At 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.</p>\n<p><img src=\"https://static.tigerbbs.com/9af471a9313fe339e69031eb18ce40e2\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>Major Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.</p>\n<p>Shares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.</p>\n<p>Focus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p>TSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.</p>\n<p>Dick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.</p>\n<p>Johnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.</p>\n<p>Express(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.</p>\n<p>Shoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.</p>\n<p>Cassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.</p>\n<p>Urban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.</p>\n<p>Nordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.</p>\n<p>Toll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.</p>\n<p>Intuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.</p>\n<p>Meme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.</p>\n<p>Campbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JWN":"诺德斯特龙","HOOD":"Robinhood","EXPR":"Express, Inc.","AMC":"AMC院线","DKS":"迪克体育用品","SAVA":"Cassava Sciences Inc","KOSS":"高斯电子","JNJ":"强生","SCVL":"Shoe Carnival","TOL":"托尔兄弟","TSM":"台积电","URBN":"都市服饰",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179982896","content_text":"U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.\nAt 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.\n\nMajor Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.\nShares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.\nFocus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.\nStocks making the biggest moves premarket:\nTSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.\nDick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.\nJohnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.\nExpress(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.\nShoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.\nCassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.\nUrban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.\nNordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.\nToll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.\nIntuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.\nMeme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.\nCampbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838716794,"gmtCreate":1629429181618,"gmtModify":1631890339964,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":" Hi","listText":" Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838716794","repostId":"1190786418","repostType":4,"repost":{"id":"1190786418","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629428881,"share":"https://www.laohu8.com/m/news/1190786418?lang=&edition=full","pubTime":"2021-08-20 11:08","market":"us","language":"en","title":"Musk says Tesla will launch prototype of humanoid robot next year","url":"https://stock-news.laohu8.com/highlight/detail?id=1190786418","media":"Reuters","summary":"SAN FRANCISCO, Aug 19 (Reuters) - Tesla Inc CEO Elon Musk on Thursday said it will probably launch t","content":"<p>SAN FRANCISCO, Aug 19 (Reuters) - Tesla Inc CEO Elon Musk on Thursday said it will probably launch the prototype of a humanoid robot called \"Tesla Bot\" next year, saying the robot would \"eliminate dangerous, repetitive, boring tasks.\"</p>\n<p>The robot with a human-like appearance would carry out the work people like to do least, with \"profound implications for the economy,\" Musk said at the company's AI Day event on Thursday.</p>\n<p>Tesla unveiled at the event chips it designed in-house for its fast computer, Dojo, to train its automated driving system.</p>\n<p>Musk said Dojo would be operational next year.</p>\n<p>A few years ago, Musk asked Tesla engineers \"to design a superfast training computer and that's how we started Project Dojo,\" Tesla director Ganesh Venkataramanan said at the AI Day event.</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>Musk says Tesla will launch prototype of humanoid robot next year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk says Tesla will launch prototype of humanoid robot next year\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\">2021-08-20 11:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SAN FRANCISCO, Aug 19 (Reuters) - Tesla Inc CEO Elon Musk on Thursday said it will probably launch the prototype of a humanoid robot called \"Tesla Bot\" next year, saying the robot would \"eliminate dangerous, repetitive, boring tasks.\"</p>\n<p>The robot with a human-like appearance would carry out the work people like to do least, with \"profound implications for the economy,\" Musk said at the company's AI Day event on Thursday.</p>\n<p>Tesla unveiled at the event chips it designed in-house for its fast computer, Dojo, to train its automated driving system.</p>\n<p>Musk said Dojo would be operational next year.</p>\n<p>A few years ago, Musk asked Tesla engineers \"to design a superfast training computer and that's how we started Project Dojo,\" Tesla director Ganesh Venkataramanan said at the AI Day event.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190786418","content_text":"SAN FRANCISCO, Aug 19 (Reuters) - Tesla Inc CEO Elon Musk on Thursday said it will probably launch the prototype of a humanoid robot called \"Tesla Bot\" next year, saying the robot would \"eliminate dangerous, repetitive, boring tasks.\"\nThe robot with a human-like appearance would carry out the work people like to do least, with \"profound implications for the economy,\" Musk said at the company's AI Day event on Thursday.\nTesla unveiled at the event chips it designed in-house for its fast computer, Dojo, to train its automated driving system.\nMusk said Dojo would be operational next year.\nA few years ago, Musk asked Tesla engineers \"to design a superfast training computer and that's how we started Project Dojo,\" Tesla director Ganesh Venkataramanan said at the AI Day event.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894707438,"gmtCreate":1628853844724,"gmtModify":1631892185242,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/894707438","repostId":"2159948482","repostType":4,"repost":{"id":"2159948482","kind":"highlight","pubTimestamp":1628853300,"share":"https://www.laohu8.com/m/news/2159948482?lang=&edition=full","pubTime":"2021-08-13 19:15","market":"us","language":"en","title":"Why Ford's Earnings Were Better Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=2159948482","media":"Motley Fool","summary":"The chip shortage hurt new-vehicle supplies, but it didn't hurt demand.","content":"<p>Auto investors had a pleasant surprise when <b>Ford Motor Company </b>(NYSE:F) reported its second-quarter earnings on July 29: a nice profit. While the effects of the global semiconductor shortage had Wall Street expecting a loss of about $0.10 per share, Ford instead managed a tidy profit of almost $600 million, or $0.13 per share.</p>\n<p>How did Ford beat estimates by that much? In this <i>Motley Fool Live </i>video, recorded on <b>Aug. 5</b>, <i>Industry Focus </i>host Nick Sciple and Motley Fool senior auto specialist John Rosevear dug into the details and found that the answer had a lot to do with supply and demand.</p>\n<p>A transcript is below the video.</p>\n<p><b>Nick Sciple:</b> Maybe we can move on to Ford earnings. John, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the other things you wanted to talk about today as we've seen, big auto across-the-board report earnings over the past week and a half, two weeks, we'll talk about <b>General Motors</b>, we'll talk about Ford, <b>BMW</b>, maybe some others. But let's start here with Ford had a pretty positive response to earnings back in late July. It's traded down a little bit since then, what were the big themes to pull out from Ford's earnings report?</p>\n<p><b>John Rosevear:</b> Well, I mean, people were expecting a not so good quarter because Ford has been, and let's back up to refresh our memory there's an ongoing global shortage of semiconductors, computer chips, particularly the simpler, older style computer chips that autos are full of that control little things. This is not the latest cutting-edge silicon in a new iPhone. This is older technology stuff that is still very useful that automakers like because it's rugged and proven and they know it'll last 10-15 years in a car which has a harsh environment. There's been a shortage of that kind of computer chip, and it has really disrupted production for a lot of automakers. Ford has been hit harder than some. They've had to cut a lot of production which is really unfortunate given that they have a brand-new version of their F-150 pickup, that would be in very high demand if they can build them that fast, and so forth. Wall Street was expecting a not-very-good quarter, perhaps even a loss. Ford came in with a profit on an adjusted EBIT basis, which is what we all watch. They made a profit of $1.1 billion versus a loss of $1.9 billion in the second quarter of 2021. Of course, a lot of the factories that, that shutdown from COVID, their margins were not quite as high as we'd like and so forth. But it was a respectable quarter and it was again better than Wall Street expected and the story there is that, yeah, we're not selling as many cars and trucks as we want, but that's true of everybody. There's a shortage, there's very high consumer demand. We're not offering very much in the way of incentives, we're getting full price for these, and that is doing great things for our margins.</p>\n<p><b>Sciple:</b> Yeah, John. This reminds me, I tweeted something out about this a few weeks ago. I went with my then fiance, now wife, we have since been married, to go get some repairs done on her car. We were in the <b>Honda</b> dealership, and all across the dealership, they had in these little plastic display things, articles from like <i>Car and Driver</i> and things like that talking about, \"There is this big car shortage,\" and the translation is, \"Listen, we got the cars that we have, we're going to sell them to you for the price that we name, and if you don't want it, good luck finding another one.\" It sounds like that's some of what you were describing here, John. It is, \"Listen, the cars that are out there, people are going to have to pay what they have to pay.\"</p>\n<p><b>Rosevear:</b> Ford is actually, I think this is a temporary situation because of the chip shortage, but they've actually lost pickup truck market share because GM has been able, for whatever reasons with its suppliers, to build somewhat more pickups and get them out there. But everybody is selling cars, trucks, SUVs at full boat prices if not market prices, because I know some of the dealers are doing well off this, the automakers hate that, but [laughs] dealers are independent businesses, they can price things the way they want. But where the automakers are saving money is they don't have to do the incentives. There are still incentives out there for a few things, but they're nothing like what we would expect to see in normal times, even normal growth economy times, and that is putting a lot of points on margin.</p>\n<p><b>Sciple:</b> Yeah. When demand is very strong relative to supply, you don't have to do a lot to sell what you have out there. </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>Why Ford's Earnings Were Better Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Ford's Earnings Were Better Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 19:15 GMT+8 <a href=https://www.fool.com/investing/2021/08/13/why-fords-earnings-were-better-than-expected/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Auto investors had a pleasant surprise when Ford Motor Company (NYSE:F) reported its second-quarter earnings on July 29: a nice profit. While the effects of the global semiconductor shortage had Wall ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/13/why-fords-earnings-were-better-than-expected/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"source_url":"https://www.fool.com/investing/2021/08/13/why-fords-earnings-were-better-than-expected/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159948482","content_text":"Auto investors had a pleasant surprise when Ford Motor Company (NYSE:F) reported its second-quarter earnings on July 29: a nice profit. While the effects of the global semiconductor shortage had Wall Street expecting a loss of about $0.10 per share, Ford instead managed a tidy profit of almost $600 million, or $0.13 per share.\nHow did Ford beat estimates by that much? In this Motley Fool Live video, recorded on Aug. 5, Industry Focus host Nick Sciple and Motley Fool senior auto specialist John Rosevear dug into the details and found that the answer had a lot to do with supply and demand.\nA transcript is below the video.\nNick Sciple: Maybe we can move on to Ford earnings. John, one of the other things you wanted to talk about today as we've seen, big auto across-the-board report earnings over the past week and a half, two weeks, we'll talk about General Motors, we'll talk about Ford, BMW, maybe some others. But let's start here with Ford had a pretty positive response to earnings back in late July. It's traded down a little bit since then, what were the big themes to pull out from Ford's earnings report?\nJohn Rosevear: Well, I mean, people were expecting a not so good quarter because Ford has been, and let's back up to refresh our memory there's an ongoing global shortage of semiconductors, computer chips, particularly the simpler, older style computer chips that autos are full of that control little things. This is not the latest cutting-edge silicon in a new iPhone. This is older technology stuff that is still very useful that automakers like because it's rugged and proven and they know it'll last 10-15 years in a car which has a harsh environment. There's been a shortage of that kind of computer chip, and it has really disrupted production for a lot of automakers. Ford has been hit harder than some. They've had to cut a lot of production which is really unfortunate given that they have a brand-new version of their F-150 pickup, that would be in very high demand if they can build them that fast, and so forth. Wall Street was expecting a not-very-good quarter, perhaps even a loss. Ford came in with a profit on an adjusted EBIT basis, which is what we all watch. They made a profit of $1.1 billion versus a loss of $1.9 billion in the second quarter of 2021. Of course, a lot of the factories that, that shutdown from COVID, their margins were not quite as high as we'd like and so forth. But it was a respectable quarter and it was again better than Wall Street expected and the story there is that, yeah, we're not selling as many cars and trucks as we want, but that's true of everybody. There's a shortage, there's very high consumer demand. We're not offering very much in the way of incentives, we're getting full price for these, and that is doing great things for our margins.\nSciple: Yeah, John. This reminds me, I tweeted something out about this a few weeks ago. I went with my then fiance, now wife, we have since been married, to go get some repairs done on her car. We were in the Honda dealership, and all across the dealership, they had in these little plastic display things, articles from like Car and Driver and things like that talking about, \"There is this big car shortage,\" and the translation is, \"Listen, we got the cars that we have, we're going to sell them to you for the price that we name, and if you don't want it, good luck finding another one.\" It sounds like that's some of what you were describing here, John. It is, \"Listen, the cars that are out there, people are going to have to pay what they have to pay.\"\nRosevear: Ford is actually, I think this is a temporary situation because of the chip shortage, but they've actually lost pickup truck market share because GM has been able, for whatever reasons with its suppliers, to build somewhat more pickups and get them out there. But everybody is selling cars, trucks, SUVs at full boat prices if not market prices, because I know some of the dealers are doing well off this, the automakers hate that, but [laughs] dealers are independent businesses, they can price things the way they want. But where the automakers are saving money is they don't have to do the incentives. There are still incentives out there for a few things, but they're nothing like what we would expect to see in normal times, even normal growth economy times, and that is putting a lot of points on margin.\nSciple: Yeah. When demand is very strong relative to supply, you don't have to do a lot to sell what you have out there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886038032,"gmtCreate":1631536981126,"gmtModify":1631886778294,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/886038032","repostId":"1129341543","repostType":4,"repost":{"id":"1129341543","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631534652,"share":"https://www.laohu8.com/m/news/1129341543?lang=&edition=full","pubTime":"2021-09-13 20:04","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1129341543","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Monday after the S&P 500 logged its worst week in more than two mon","content":"<p>U.S. stock index futures rose on Monday after the S&P 500 logged its worst week in more than two months, with investors keeping a close eye on inflation as well as monetary and tax policies.</p>\n<p>S&P 500 E-minis were up 23.25 points, or 0.52% at 08:00 am ET. Dow E-minis were up 183 points, or 0.53%, while Nasdaq 100 E-minis were up 75 points, or 0.49%.</p>\n<p><img src=\"https://static.tigerbbs.com/2d51dd22d532e1b98f0ecae05c1f7a3e\" tg-width=\"1080\" tg-height=\"416\" width=\"100%\" height=\"auto\"></p>\n<p>Apple Inc rose 0.9% in premarket trading after a mixed court ruling in Epic Games’ antitrust case against the iPhone maker knocked nearly $90 billion off its market value on Friday.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Virgin Galactic(SPCE)</b> – Virgin Galactic is delaying its first commercial research space mission after a third-party supplier warned of a potential defect in a component of the flight control system. Virgin Galactic shares slid 3.3% in the premarket.</p>\n<p><b>Dell Technologies(DELL) </b>– Dell added 1.9% in premarket action after Goldman Sachs added the computer maker’s stock to its “Conviction Buy” list. Goldman cited strong cash flow generation and debt paydown plans, among other factors.</p>\n<p><b>TransUnion(TRU)</b> – TransUnion announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.</p>\n<p><b>Viacom(VIAC) </b>– Viacom is planning a revamp of its Paramount Pictures unit, according to people familiar with the matter who spoke to The Wall Street Journal. The revamp, which would separate the TV and film operations, could be announced as soon as today. Viacom rose 1% in the premarket.</p>\n<p><b>Kansas City Southern(KSU)</b> – Kansas City Southern said the latest takeover bid from Canadian Pacific Railway(CP) is superior to the one it previously agreed to with Canadian National Railway(CNI). Canadian National now has five days to improve its offer, should it choose to do so. Canadian Pacific rallied 0.9% in premarket trading.</p>\n<p><b>Walt Disney(DIS)</b> – Disney will show the remainder of its 2021 movie releases exclusively in theaters, rather than making them simultaneously available on its Disney+ streaming service. Disney’s “Shang-Chi and the Legend of the 10 Rings” topped the weekend box office once again following its record Labor Day weekend performance, with that movie showing exclusively in theaters.</p>\n<p><b>Alibaba(BABA)</b> – Alibaba fell 1.7% in premarket action.</p>\n<p><b>Apple(AAPL)</b> – Epic Games will appeal Friday’s ruling that Apple’s app store was not an illegal monopoly. Epic did win a partial victory in the case, with the judge ruling that Apple must allow developers to include external payment links.</p>\n<p><b>Carlyle Group(CG)</b> – Carlyle is considering a $6 billion sale or initial public offering for packaging company Novolex, according to a Bloomberg report. The private-equity firm bought Novolex for an undisclosed amount in November 2016.</p>\n<p><b>MGM Resorts(MGM)</b> – MGM rose 1.5% in the premarket after Bernstein upgraded the resort operator’s stock to “outperform” from “market perform,” citing its strong presence in the gaming and sports betting industry as well as moves to divest the company’s real estate portfolio.</p>\n<p><b>Pfizer(PFE) </b>– Pfizer’s Covid-19 vaccine – developed in conjunction with German partner BioNTech(BNTX) – could be authorized for use in children aged 5-11 as soon as next month, according to two sources familiar with the situation who spoke to Reuters. Pfizer is expected to have enough study data by then to submit an application for emergency use authorization to the Food and Drug Administration. BioNTech added 1.1% in premarket trading.</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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-13 20:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock index futures rose on Monday after the S&P 500 logged its worst week in more than two months, with investors keeping a close eye on inflation as well as monetary and tax policies.</p>\n<p>S&P 500 E-minis were up 23.25 points, or 0.52% at 08:00 am ET. Dow E-minis were up 183 points, or 0.53%, while Nasdaq 100 E-minis were up 75 points, or 0.49%.</p>\n<p><img src=\"https://static.tigerbbs.com/2d51dd22d532e1b98f0ecae05c1f7a3e\" tg-width=\"1080\" tg-height=\"416\" width=\"100%\" height=\"auto\"></p>\n<p>Apple Inc rose 0.9% in premarket trading after a mixed court ruling in Epic Games’ antitrust case against the iPhone maker knocked nearly $90 billion off its market value on Friday.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Virgin Galactic(SPCE)</b> – Virgin Galactic is delaying its first commercial research space mission after a third-party supplier warned of a potential defect in a component of the flight control system. Virgin Galactic shares slid 3.3% in the premarket.</p>\n<p><b>Dell Technologies(DELL) </b>– Dell added 1.9% in premarket action after Goldman Sachs added the computer maker’s stock to its “Conviction Buy” list. Goldman cited strong cash flow generation and debt paydown plans, among other factors.</p>\n<p><b>TransUnion(TRU)</b> – TransUnion announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.</p>\n<p><b>Viacom(VIAC) </b>– Viacom is planning a revamp of its Paramount Pictures unit, according to people familiar with the matter who spoke to The Wall Street Journal. The revamp, which would separate the TV and film operations, could be announced as soon as today. Viacom rose 1% in the premarket.</p>\n<p><b>Kansas City Southern(KSU)</b> – Kansas City Southern said the latest takeover bid from Canadian Pacific Railway(CP) is superior to the one it previously agreed to with Canadian National Railway(CNI). Canadian National now has five days to improve its offer, should it choose to do so. Canadian Pacific rallied 0.9% in premarket trading.</p>\n<p><b>Walt Disney(DIS)</b> – Disney will show the remainder of its 2021 movie releases exclusively in theaters, rather than making them simultaneously available on its Disney+ streaming service. Disney’s “Shang-Chi and the Legend of the 10 Rings” topped the weekend box office once again following its record Labor Day weekend performance, with that movie showing exclusively in theaters.</p>\n<p><b>Alibaba(BABA)</b> – Alibaba fell 1.7% in premarket action.</p>\n<p><b>Apple(AAPL)</b> – Epic Games will appeal Friday’s ruling that Apple’s app store was not an illegal monopoly. Epic did win a partial victory in the case, with the judge ruling that Apple must allow developers to include external payment links.</p>\n<p><b>Carlyle Group(CG)</b> – Carlyle is considering a $6 billion sale or initial public offering for packaging company Novolex, according to a Bloomberg report. The private-equity firm bought Novolex for an undisclosed amount in November 2016.</p>\n<p><b>MGM Resorts(MGM)</b> – MGM rose 1.5% in the premarket after Bernstein upgraded the resort operator’s stock to “outperform” from “market perform,” citing its strong presence in the gaming and sports betting industry as well as moves to divest the company’s real estate portfolio.</p>\n<p><b>Pfizer(PFE) </b>– Pfizer’s Covid-19 vaccine – developed in conjunction with German partner BioNTech(BNTX) – could be authorized for use in children aged 5-11 as soon as next month, according to two sources familiar with the situation who spoke to Reuters. Pfizer is expected to have enough study data by then to submit an application for emergency use authorization to the Food and Drug Administration. BioNTech added 1.1% in premarket trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","DELL":"戴尔","TRU":"TransUnion","PFE":"辉瑞","KSU":"堪萨斯南方铁路","MGM":"美高梅",".SPX":"S&P 500 Index","AAPL":"苹果","CG":"凯雷","BABA":"阿里巴巴","SPCE":"维珍银河","DIS":"迪士尼",".DJI":"道琼斯","BNTX":"BioNTech SE"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129341543","content_text":"U.S. stock index futures rose on Monday after the S&P 500 logged its worst week in more than two months, with investors keeping a close eye on inflation as well as monetary and tax policies.\nS&P 500 E-minis were up 23.25 points, or 0.52% at 08:00 am ET. Dow E-minis were up 183 points, or 0.53%, while Nasdaq 100 E-minis were up 75 points, or 0.49%.\n\nApple Inc rose 0.9% in premarket trading after a mixed court ruling in Epic Games’ antitrust case against the iPhone maker knocked nearly $90 billion off its market value on Friday.\nStocks making the biggest moves in the premarket:\nVirgin Galactic(SPCE) – Virgin Galactic is delaying its first commercial research space mission after a third-party supplier warned of a potential defect in a component of the flight control system. Virgin Galactic shares slid 3.3% in the premarket.\nDell Technologies(DELL) – Dell added 1.9% in premarket action after Goldman Sachs added the computer maker’s stock to its “Conviction Buy” list. Goldman cited strong cash flow generation and debt paydown plans, among other factors.\nTransUnion(TRU) – TransUnion announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.\nViacom(VIAC) – Viacom is planning a revamp of its Paramount Pictures unit, according to people familiar with the matter who spoke to The Wall Street Journal. The revamp, which would separate the TV and film operations, could be announced as soon as today. Viacom rose 1% in the premarket.\nKansas City Southern(KSU) – Kansas City Southern said the latest takeover bid from Canadian Pacific Railway(CP) is superior to the one it previously agreed to with Canadian National Railway(CNI). Canadian National now has five days to improve its offer, should it choose to do so. Canadian Pacific rallied 0.9% in premarket trading.\nWalt Disney(DIS) – Disney will show the remainder of its 2021 movie releases exclusively in theaters, rather than making them simultaneously available on its Disney+ streaming service. Disney’s “Shang-Chi and the Legend of the 10 Rings” topped the weekend box office once again following its record Labor Day weekend performance, with that movie showing exclusively in theaters.\nAlibaba(BABA) – Alibaba fell 1.7% in premarket action.\nApple(AAPL) – Epic Games will appeal Friday’s ruling that Apple’s app store was not an illegal monopoly. Epic did win a partial victory in the case, with the judge ruling that Apple must allow developers to include external payment links.\nCarlyle Group(CG) – Carlyle is considering a $6 billion sale or initial public offering for packaging company Novolex, according to a Bloomberg report. The private-equity firm bought Novolex for an undisclosed amount in November 2016.\nMGM Resorts(MGM) – MGM rose 1.5% in the premarket after Bernstein upgraded the resort operator’s stock to “outperform” from “market perform,” citing its strong presence in the gaming and sports betting industry as well as moves to divest the company’s real estate portfolio.\nPfizer(PFE) – Pfizer’s Covid-19 vaccine – developed in conjunction with German partner BioNTech(BNTX) – could be authorized for use in children aged 5-11 as soon as next month, according to two sources familiar with the situation who spoke to Reuters. Pfizer is expected to have enough study data by then to submit an application for emergency use authorization to the Food and Drug Administration. BioNTech added 1.1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832221723,"gmtCreate":1629642094962,"gmtModify":1631890339949,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832221723","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807042415,"gmtCreate":1627992316937,"gmtModify":1633754594004,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/807042415","repostId":"1109177267","repostType":4,"repost":{"id":"1109177267","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627987064,"share":"https://www.laohu8.com/m/news/1109177267?lang=&edition=full","pubTime":"2021-08-03 18:37","market":"us","language":"en","title":"The rising AMD is getting aggressive","url":"https://stock-news.laohu8.com/highlight/detail?id=1109177267","media":"Tiger Newspress","summary":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 excee","content":"<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p>\n<p>Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p>\n<p>The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p>\n<p>Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p>\n<p>“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p>\n<p>Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p>\n<h4>Quarterly financial segment summary</h4>\n<p>Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p>\n<p>Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p>\n<p>Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p>\n<h4>Optimistic Revenue Outlook on Strong Demand</h4>\n<p>AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p>\n<p>AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p>\n<p>Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p>\n<p>“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p>\n<p>AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p>\n<p>Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</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>The rising AMD is getting aggressive</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\">\nThe rising AMD is getting aggressive\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 18:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p>\n<p>Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p>\n<p>The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p>\n<p>Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p>\n<p>“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p>\n<p>Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p>\n<h4>Quarterly financial segment summary</h4>\n<p>Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p>\n<p>Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p>\n<p>Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p>\n<h4>Optimistic Revenue Outlook on Strong Demand</h4>\n<p>AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p>\n<p>AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p>\n<p>Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p>\n<p>“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p>\n<p>AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p>\n<p>Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109177267","content_text":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.\nNon-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.\nThe Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.\nIntel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.\n“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”\nIntel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.\nQuarterly financial segment summary\nComputing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.\nGraphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.\nEnterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.\nOptimistic Revenue Outlook on Strong Demand\nAMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.\nAMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.\nChief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.\n“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.\nAMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.\nSu said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806167518,"gmtCreate":1627642732834,"gmtModify":1633757520668,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806167518","repostId":"2155134341","repostType":4,"repost":{"id":"2155134341","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627635997,"share":"https://www.laohu8.com/m/news/2155134341?lang=&edition=full","pubTime":"2021-07-30 17:06","market":"hk","language":"en","title":"7 Stocks To Watch For July 30, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2155134341","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects Procter & Gamble Co (NYSE: PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter & Gamble shares rose 0.5% to close at $139.48 on Thursday.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Procter & Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter & Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>\n <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>\n <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>\n <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>\n <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks To Watch For July 30, 2021</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\">\n7 Stocks To Watch For July 30, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-30 17:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Procter & Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter & Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>\n <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>\n <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>\n <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>\n <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","PG":"宝洁","PINS":"Pinterest, Inc.","XOM":"埃克森美孚","AMZN":"亚马逊","CAT":"卡特彼勒","TMUS":"T-Mobile US Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155134341","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Procter & Gamble Co (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter & Gamble shares rose 0.5% to close at $139.48 on Thursday.\nPinterest Inc (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.\nAnalysts expect Caterpillar Inc. (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.\nAmazon.com, Inc. (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.\n\n\nAnalysts are expecting Exxon Mobil Corporation (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.\nT-Mobile US, Inc. (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.\nAnalysts expect Chevron Corporation (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881007403,"gmtCreate":1631279497902,"gmtModify":1631886778322,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881007403","repostId":"1160544799","repostType":4,"repost":{"id":"1160544799","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631275849,"share":"https://www.laohu8.com/m/news/1160544799?lang=&edition=full","pubTime":"2021-09-10 20:10","market":"us","language":"en","title":"Toplines Before US Market Open on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1160544799","media":"Tiger Newspress","summary":"Stock Futures Rise; Metals Rally.\nThe 10-year Treasury yield rose 3bps to 1.320%.\noil was back over ","content":"<ul>\n <li>Stock Futures Rise; Metals Rally.</li>\n <li>The 10-year Treasury yield rose 3bps to 1.320%.</li>\n <li>oil was back over $69 a barrel and gold gained.</li>\n</ul>\n<p>(Sept 10) Stock futures rose sharply on Friday, suggesting Wall Street was prepared to set aside jitters thatculminated in a four-day losing streak, with investors growing more cautious about the COVID-19 pandemic's impact on the economy.</p>\n<p>At 8:13 a.m. ET, Dow E-minis were up 173 points, or 0.50%, S&P 500 E-minis gained 20.75 points, or 0.46% and Nasdaq 100 E-minis jumped 77.75 points, or 0.50%.</p>\n<p><img src=\"https://static.tigerbbs.com/7e6c76200a1c8e7b9888b48085a9cefa\" tg-width=\"1242\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Here are some of the biggest US pre-movers today:</b></p>\n<ul>\n <li>Affirm Holdings (AFRM) shares rally 24% in premarket trading after its 4Q revenue topped estimates, prompting Truist to hike its PT on the stock.</li>\n <li>Iveric Bio (ISEE), a company working on geographic atrophy treatment, surges 34% after Apellis Pharmaceuticals (APLS) said only one of two late-stage studies of its product candidate pegcetacoplan met its main goal. Apellis slumps 30%.</li>\n <li>Sumo Logic (SUMO) sinks 11% as Piper Sandler downgrades the stock to neutral after reporting second-quarter results.</li>\n</ul>\n<p><b>In FX, </b>dollar trades on the back foot with Bloomberg dollar index down 0.2%. Commodity currencies extend Asia’s outperforming versus G-10 peers. The Bloomberg dollar Spot Index fell as the greenback traded lower against almost all of its Group-of-10 peers. The Treasury curve remains close to the flattest level in a year, signaling the market’s concern a hawkish Federal Reserve will derail growth in the world’s largest economy. The euro inched up amid a broadly weaker dollar, to trade at around $1.1850.<b>The pound brushed off the latest GDP data which showed the U.K. economy barely grew in July.</b>The Australian and New Zealand dollars were among the top G-10 performers as U.S.-China talks spurred hopes of improved relations between the two nations. The yen underperformed all of its Group-of-10 peers, while Norway’s krone gained amid a rally in oil and other commodities.</p>\n<p><b>In rates, </b>Treasuries were off session lows as U.S. trading begins, although under pressure with the curve steeper following gains for risky assets during Asia session and European morning. Yields were higher by 2bp-3bp from 10-year to long end, 10-year by 2.4bp at ~1.32%, wider vs bunds and gilts by 0.8bp and 1.5bp; on curve, 2s10s, 5s30s spreads wider by 2bp and 1bp respectively. The bear-steepening move pushed 30-year yields back toward Thursday’s pre-auction level. Treasuries traded heavy in Asia as local stocks closed higher following a telephone call between U.S. President Joe Biden and Chinese leader Xi Jinping. Among European markets, Germany’s benchmark 10-year government bond yield was flat after the ECB move, but Greek yields fell for the second day as markets continued to view the bank’s cautious approach as a positive. Peripheral spreads widened slightly, with 10y BTP/Bund spread near 104bps.</p>\n<p><b>In commodities, </b>oil gained ground on signs of tight U.S. supplies after Hurricane Ida hit offshore output, with Brent crude up 1.7% at $72.67 a barrel, and U.S. West Texas Intermediate crude at $69.29 a barrel, up 1.7%. Base metals extend the week’s gains: LME aluminum outperforms, adding a further 2%, gaining over 6% since Monday. Spot gold extends Asia’s modest gains to trade either side of $1,800/oz.</p>\n<p>To the day ahead now, and the main data highlight will be the producer price inflation release from the US, whilst from Europe, there’s July data on UK GDP and French and Italian industrial production. From central banks, we’ll hear from ECB President Lagarde, along with the ECB’s Villeroy, Elderson, Rehn, as well as the Fed’s Mester. Lastly, the Central Bank of Russia will be making their latest monetary policy decision.</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>Toplines Before US Market Open on Friday</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\">\nToplines Before US Market Open on Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-10 20:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Stock Futures Rise; Metals Rally.</li>\n <li>The 10-year Treasury yield rose 3bps to 1.320%.</li>\n <li>oil was back over $69 a barrel and gold gained.</li>\n</ul>\n<p>(Sept 10) Stock futures rose sharply on Friday, suggesting Wall Street was prepared to set aside jitters thatculminated in a four-day losing streak, with investors growing more cautious about the COVID-19 pandemic's impact on the economy.</p>\n<p>At 8:13 a.m. ET, Dow E-minis were up 173 points, or 0.50%, S&P 500 E-minis gained 20.75 points, or 0.46% and Nasdaq 100 E-minis jumped 77.75 points, or 0.50%.</p>\n<p><img src=\"https://static.tigerbbs.com/7e6c76200a1c8e7b9888b48085a9cefa\" tg-width=\"1242\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Here are some of the biggest US pre-movers today:</b></p>\n<ul>\n <li>Affirm Holdings (AFRM) shares rally 24% in premarket trading after its 4Q revenue topped estimates, prompting Truist to hike its PT on the stock.</li>\n <li>Iveric Bio (ISEE), a company working on geographic atrophy treatment, surges 34% after Apellis Pharmaceuticals (APLS) said only one of two late-stage studies of its product candidate pegcetacoplan met its main goal. Apellis slumps 30%.</li>\n <li>Sumo Logic (SUMO) sinks 11% as Piper Sandler downgrades the stock to neutral after reporting second-quarter results.</li>\n</ul>\n<p><b>In FX, </b>dollar trades on the back foot with Bloomberg dollar index down 0.2%. Commodity currencies extend Asia’s outperforming versus G-10 peers. The Bloomberg dollar Spot Index fell as the greenback traded lower against almost all of its Group-of-10 peers. The Treasury curve remains close to the flattest level in a year, signaling the market’s concern a hawkish Federal Reserve will derail growth in the world’s largest economy. The euro inched up amid a broadly weaker dollar, to trade at around $1.1850.<b>The pound brushed off the latest GDP data which showed the U.K. economy barely grew in July.</b>The Australian and New Zealand dollars were among the top G-10 performers as U.S.-China talks spurred hopes of improved relations between the two nations. The yen underperformed all of its Group-of-10 peers, while Norway’s krone gained amid a rally in oil and other commodities.</p>\n<p><b>In rates, </b>Treasuries were off session lows as U.S. trading begins, although under pressure with the curve steeper following gains for risky assets during Asia session and European morning. Yields were higher by 2bp-3bp from 10-year to long end, 10-year by 2.4bp at ~1.32%, wider vs bunds and gilts by 0.8bp and 1.5bp; on curve, 2s10s, 5s30s spreads wider by 2bp and 1bp respectively. The bear-steepening move pushed 30-year yields back toward Thursday’s pre-auction level. Treasuries traded heavy in Asia as local stocks closed higher following a telephone call between U.S. President Joe Biden and Chinese leader Xi Jinping. Among European markets, Germany’s benchmark 10-year government bond yield was flat after the ECB move, but Greek yields fell for the second day as markets continued to view the bank’s cautious approach as a positive. Peripheral spreads widened slightly, with 10y BTP/Bund spread near 104bps.</p>\n<p><b>In commodities, </b>oil gained ground on signs of tight U.S. supplies after Hurricane Ida hit offshore output, with Brent crude up 1.7% at $72.67 a barrel, and U.S. West Texas Intermediate crude at $69.29 a barrel, up 1.7%. Base metals extend the week’s gains: LME aluminum outperforms, adding a further 2%, gaining over 6% since Monday. Spot gold extends Asia’s modest gains to trade either side of $1,800/oz.</p>\n<p>To the day ahead now, and the main data highlight will be the producer price inflation release from the US, whilst from Europe, there’s July data on UK GDP and French and Italian industrial production. From central banks, we’ll hear from ECB President Lagarde, along with the ECB’s Villeroy, Elderson, Rehn, as well as the Fed’s Mester. Lastly, the Central Bank of Russia will be making their latest monetary policy decision.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160544799","content_text":"Stock Futures Rise; Metals Rally.\nThe 10-year Treasury yield rose 3bps to 1.320%.\noil was back over $69 a barrel and gold gained.\n\n(Sept 10) Stock futures rose sharply on Friday, suggesting Wall Street was prepared to set aside jitters thatculminated in a four-day losing streak, with investors growing more cautious about the COVID-19 pandemic's impact on the economy.\nAt 8:13 a.m. ET, Dow E-minis were up 173 points, or 0.50%, S&P 500 E-minis gained 20.75 points, or 0.46% and Nasdaq 100 E-minis jumped 77.75 points, or 0.50%.\n\nHere are some of the biggest US pre-movers today:\n\nAffirm Holdings (AFRM) shares rally 24% in premarket trading after its 4Q revenue topped estimates, prompting Truist to hike its PT on the stock.\nIveric Bio (ISEE), a company working on geographic atrophy treatment, surges 34% after Apellis Pharmaceuticals (APLS) said only one of two late-stage studies of its product candidate pegcetacoplan met its main goal. Apellis slumps 30%.\nSumo Logic (SUMO) sinks 11% as Piper Sandler downgrades the stock to neutral after reporting second-quarter results.\n\nIn FX, dollar trades on the back foot with Bloomberg dollar index down 0.2%. Commodity currencies extend Asia’s outperforming versus G-10 peers. The Bloomberg dollar Spot Index fell as the greenback traded lower against almost all of its Group-of-10 peers. The Treasury curve remains close to the flattest level in a year, signaling the market’s concern a hawkish Federal Reserve will derail growth in the world’s largest economy. The euro inched up amid a broadly weaker dollar, to trade at around $1.1850.The pound brushed off the latest GDP data which showed the U.K. economy barely grew in July.The Australian and New Zealand dollars were among the top G-10 performers as U.S.-China talks spurred hopes of improved relations between the two nations. The yen underperformed all of its Group-of-10 peers, while Norway’s krone gained amid a rally in oil and other commodities.\nIn rates, Treasuries were off session lows as U.S. trading begins, although under pressure with the curve steeper following gains for risky assets during Asia session and European morning. Yields were higher by 2bp-3bp from 10-year to long end, 10-year by 2.4bp at ~1.32%, wider vs bunds and gilts by 0.8bp and 1.5bp; on curve, 2s10s, 5s30s spreads wider by 2bp and 1bp respectively. The bear-steepening move pushed 30-year yields back toward Thursday’s pre-auction level. Treasuries traded heavy in Asia as local stocks closed higher following a telephone call between U.S. President Joe Biden and Chinese leader Xi Jinping. Among European markets, Germany’s benchmark 10-year government bond yield was flat after the ECB move, but Greek yields fell for the second day as markets continued to view the bank’s cautious approach as a positive. Peripheral spreads widened slightly, with 10y BTP/Bund spread near 104bps.\nIn commodities, oil gained ground on signs of tight U.S. supplies after Hurricane Ida hit offshore output, with Brent crude up 1.7% at $72.67 a barrel, and U.S. West Texas Intermediate crude at $69.29 a barrel, up 1.7%. Base metals extend the week’s gains: LME aluminum outperforms, adding a further 2%, gaining over 6% since Monday. Spot gold extends Asia’s modest gains to trade either side of $1,800/oz.\nTo the day ahead now, and the main data highlight will be the producer price inflation release from the US, whilst from Europe, there’s July data on UK GDP and French and Italian industrial production. From central banks, we’ll hear from ECB President Lagarde, along with the ECB’s Villeroy, Elderson, Rehn, as well as the Fed’s Mester. Lastly, the Central Bank of Russia will be making their latest monetary policy decision.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811597743,"gmtCreate":1630331235682,"gmtModify":1704958579651,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/811597743","repostId":"2163885784","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808987621,"gmtCreate":1627551477963,"gmtModify":1633763887977,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808987621","repostId":"2155990524","repostType":4,"repost":{"id":"2155990524","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627549354,"share":"https://www.laohu8.com/m/news/2155990524?lang=&edition=full","pubTime":"2021-07-29 17:02","market":"us","language":"en","title":"7 Stocks To Watch For July 29, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2155990524","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects Mastercard Inc (NYSE: MA) to report quarterly earnings at $1.72 per share on revenue of $4.34 billion before the opening bell. Mastercard shares fell 0.2% to $382.88 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Mastercard Inc</b> (NYSE:MA) to report quarterly earnings at $1.72 per share on revenue of $4.34 billion before the opening bell. Mastercard shares rose 0.2% to $384.23 in premarket trading.</li>\n <li><b>Ford Motor Company</b> (NYSE:F) reported a surprise profit for the second quarter, while sales also exceeded market estimates. The company also raised its profit guidance for the year. Ford shares gained 3.8% to $14.38 in premarket trading.</li>\n <li>Analysts expect <b>Merck & Co., Inc.</b> (NYSE:MRK) to post quarterly earnings at $1.44 per share on revenue of $11.54 billion before the opening bell. Merck shares rose 0.2% to $78.46 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc</b> (NASDAQ:FB) reported better-than-expected earnings for its second quarter. The company saw its daily active users grow 7% year-over-year to 1.91 billion in the quarter. Monthly active users increased 7% to 2.9 billion. Facebook said its third- and fourth-quarter revenue growth rates could decelerate “significantly” due to going against tough comp periods from the prior year. Facebook shares, however, fell 3.6% to $359.98 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>AstraZeneca plc</b> (NASDAQ:AZN) to have earned $0.43 per share on revenue of $7.36 billion for the latest quarter. The company will release earnings before the markets open. AstraZeneca shares rose 1.8% to $57.84 in premarket trading.</li>\n <li><b>Paypal Holdings Inc</b> (NASDAQ:PYPL) posted upbeat earnings for its second quarter, but issued weak profit forecast for the current quarter. Paypal shares dropped 5% to $286.80 in premarket trading.</li>\n <li>Analysts expect <b>Comcast Corporation</b> (NASDAQ:CMCSA) to report quarterly earnings at $0.66 per share on revenue of $27.16 billion before the opening bell. Comcast shares fell 0.8% to $57.52 in premarket trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks To Watch For July 29, 2021</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\">\n7 Stocks To Watch For July 29, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-29 17:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Mastercard Inc</b> (NYSE:MA) to report quarterly earnings at $1.72 per share on revenue of $4.34 billion before the opening bell. Mastercard shares rose 0.2% to $384.23 in premarket trading.</li>\n <li><b>Ford Motor Company</b> (NYSE:F) reported a surprise profit for the second quarter, while sales also exceeded market estimates. The company also raised its profit guidance for the year. Ford shares gained 3.8% to $14.38 in premarket trading.</li>\n <li>Analysts expect <b>Merck & Co., Inc.</b> (NYSE:MRK) to post quarterly earnings at $1.44 per share on revenue of $11.54 billion before the opening bell. Merck shares rose 0.2% to $78.46 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc</b> (NASDAQ:FB) reported better-than-expected earnings for its second quarter. The company saw its daily active users grow 7% year-over-year to 1.91 billion in the quarter. Monthly active users increased 7% to 2.9 billion. Facebook said its third- and fourth-quarter revenue growth rates could decelerate “significantly” due to going against tough comp periods from the prior year. Facebook shares, however, fell 3.6% to $359.98 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>AstraZeneca plc</b> (NASDAQ:AZN) to have earned $0.43 per share on revenue of $7.36 billion for the latest quarter. The company will release earnings before the markets open. AstraZeneca shares rose 1.8% to $57.84 in premarket trading.</li>\n <li><b>Paypal Holdings Inc</b> (NASDAQ:PYPL) posted upbeat earnings for its second quarter, but issued weak profit forecast for the current quarter. Paypal shares dropped 5% to $286.80 in premarket trading.</li>\n <li>Analysts expect <b>Comcast Corporation</b> (NASDAQ:CMCSA) to report quarterly earnings at $0.66 per share on revenue of $27.16 billion before the opening bell. Comcast shares fell 0.8% to $57.52 in premarket trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康","MA":"万事达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155990524","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Mastercard Inc (NYSE:MA) to report quarterly earnings at $1.72 per share on revenue of $4.34 billion before the opening bell. Mastercard shares rose 0.2% to $384.23 in premarket trading.\nFord Motor Company (NYSE:F) reported a surprise profit for the second quarter, while sales also exceeded market estimates. The company also raised its profit guidance for the year. Ford shares gained 3.8% to $14.38 in premarket trading.\nAnalysts expect Merck & Co., Inc. (NYSE:MRK) to post quarterly earnings at $1.44 per share on revenue of $11.54 billion before the opening bell. Merck shares rose 0.2% to $78.46 in premarket trading.\nFacebook Inc (NASDAQ:FB) reported better-than-expected earnings for its second quarter. The company saw its daily active users grow 7% year-over-year to 1.91 billion in the quarter. Monthly active users increased 7% to 2.9 billion. Facebook said its third- and fourth-quarter revenue growth rates could decelerate “significantly” due to going against tough comp periods from the prior year. Facebook shares, however, fell 3.6% to $359.98 in premarket trading.\n\n\nAnalysts are expecting AstraZeneca plc (NASDAQ:AZN) to have earned $0.43 per share on revenue of $7.36 billion for the latest quarter. The company will release earnings before the markets open. AstraZeneca shares rose 1.8% to $57.84 in premarket trading.\nPaypal Holdings Inc (NASDAQ:PYPL) posted upbeat earnings for its second quarter, but issued weak profit forecast for the current quarter. Paypal shares dropped 5% to $286.80 in premarket trading.\nAnalysts expect Comcast Corporation (NASDAQ:CMCSA) to report quarterly earnings at $0.66 per share on revenue of $27.16 billion before the opening bell. Comcast shares fell 0.8% to $57.52 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142775404,"gmtCreate":1626180984008,"gmtModify":1633929359520,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142775404","repostId":"1168255542","repostType":4,"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880302223,"gmtCreate":1631016776762,"gmtModify":1631886778366,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880302223","repostId":"1130130857","repostType":4,"repost":{"id":"1130130857","kind":"news","pubTimestamp":1631007146,"share":"https://www.laohu8.com/m/news/1130130857?lang=&edition=full","pubTime":"2021-09-07 17:32","market":"us","language":"en","title":"Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130130857","media":"Barron's","summary":"What a year this has been for the markets!Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnin","content":"<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.</p>\n<p>Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.</p>\n<p>In other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”</p>\n<p>That’s the general consensus among the six market strategists and chief investment officers whom<i>Barron’s</i>recently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.</p>\n<p>Next year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.</p>\n<p><img src=\"https://static.tigerbbs.com/eb61c7b74b9b0f18a019afb4ac44ad59\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">With stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.</p>\n<p>The stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.</p>\n<p>Fed Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”</p>\n<p>The government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c2cb76c498c1c4c980139e3d0514c261\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">The bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.</p>\n<p>A budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.</p>\n<p><img src=\"https://static.tigerbbs.com/6693da658db16059fc99e08a7531675f\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Other politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a <a href=\"https://laohu8.com/S/WASH\">Washington</a> shutdown in October.</p>\n<p>For now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.</p>\n<p>Inflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.</p>\n<p>“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”</p>\n<p>The strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.</p>\n<p>Rising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.</p>\n<p><img src=\"https://static.tigerbbs.com/e08d24cb421d7cc13debd76a9c6fea01\" tg-width=\"660\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>As long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.</p>\n<p>If yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says <a href=\"https://laohu8.com/S/STT\">State</a> Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”</p>\n<p><img src=\"https://static.tigerbbs.com/93ff6490069ab5dc1b4057f1ff7966f3\" tg-width=\"664\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p>Wilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says</p>\n<p>If 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”</p>\n<p>Some P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.</p>\n<p>A potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.</p>\n<p>An increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time event for the market, some strategists predict.</p>\n<p>These concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.</p>\n<blockquote>\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n</blockquote>\n<p>The State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.</p>\n<p>RBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.</p>\n<p>“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”</p>\n<p>But the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.</p>\n<p>“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”</p>\n<p><b>A Shopping List for Fall</b></p>\n<p>Most strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.</p>\n<p><img src=\"https://static.tigerbbs.com/a54c4bd114c1a5f7f700d1fc14d30d8e\" tg-width=\"970\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p>\n<p>Although stocks with quality attributes have outperformed the market this summer, according to a <a href=\"https://laohu8.com/S/BLK\">BlackRock</a> analysis, the quality factor has lagged since positive vaccine news was first reported last November.</p>\n<p>“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”</p>\n<p>He recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.</p>\n<p>For <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.</p>\n<p>“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”</p>\n<p>Harvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(BAC),<a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust(NTRS),Lowe’s(LOW),<a href=\"https://laohu8.com/S/IQV\">IQVIA</a> Holdings(IQV), andMasco(MAS).</p>\n<p>Overall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.</p>\n<p>“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.</p>\n<p>Cheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.</p>\n<p><a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> stocks also have some fans. “<a href=\"https://laohu8.com/S/HR\">Healthcare</a> has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analysts and fitting his macro views.</p>\n<p>Nuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.</p>\n<p>Malik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.</p>\n<p>Both stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>’s most promising post-Humira products.</p>\n<p><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>(PFE),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass a<i>Barron’s</i>screen for quality attributes.</p>\n<p>After a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. <a href=\"https://laohu8.com/S/JE\">Just</a> be more selective. And go with quality.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrategists Say the Stock Market Could Struggle This Fall. What to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 17:32 GMT+8 <a href=https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130130857","content_text":"What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.\nTailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.\nIn other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”\nThat’s the general consensus among the six market strategists and chief investment officers whomBarron’srecently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.\nNext year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.\nWith stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.\nThe stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.\nFed Chairman Jerome Powell has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”\nThe government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.\nThe bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.\nA budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.\nOther politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a Washington shutdown in October.\nFor now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.\nInflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.\n“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”\nThe strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.\nRising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.\n\nAs long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.\nIf yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says State Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”\n\nWilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says\nIf 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”\nSome P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.\nA potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.\nAn increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a one-time event for the market, some strategists predict.\nThese concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.\n\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n\nThe State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.\nRBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.\n“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”\nBut the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.\n“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”\nA Shopping List for Fall\nMost strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.\n\nAlthough stocks with quality attributes have outperformed the market this summer, according to a BlackRock analysis, the quality factor has lagged since positive vaccine news was first reported last November.\n“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”\nHe recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.\nFor Wells Fargo’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.\n“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”\nHarvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),Bank of America(BAC),Northern Trust(NTRS),Lowe’s(LOW),IQVIA Holdings(IQV), andMasco(MAS).\nOverall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.\n“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.\nCheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.\nHealthcare stocks also have some fans. “Healthcare has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by Morgan Stanley analysts and fitting his macro views.\nNuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.\nMalik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.\nBoth stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of AbbVie’s most promising post-Humira products.\nPfizer(PFE),American Express(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass aBarron’sscreen for quality attributes.\nAfter a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. Just be more selective. And go with quality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835220807,"gmtCreate":1629721967709,"gmtModify":1631890339937,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835220807","repostId":"1132832038","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171026979,"gmtCreate":1626697897191,"gmtModify":1633924865762,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171026979","repostId":"1135910714","repostType":4,"repost":{"id":"1135910714","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626692784,"share":"https://www.laohu8.com/m/news/1135910714?lang=&edition=full","pubTime":"2021-07-19 19:06","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1135910714","media":"Tiger Newspress","summary":"The morning sell-off in stock futures is accelerating.\nPershing Square Tontine Holdings, Tesla Motor","content":"<ul>\n <li>The morning sell-off in stock futures is accelerating.</li>\n <li>Pershing Square Tontine Holdings, Tesla Motor, XPeng Inc. made the biggest moves in premarket trading.</li>\n <li>Oil extended losses, with WTI crude futures tumbling 3.8% to below $70/barrel after yesterday's OPEC+ deal which many saw as bullish but not CTAs which this morning are engaged in wholesale liquidation.</li>\n</ul>\n<p>(July 19) U.S. stock futures, oil prices and government bond yields slid, amid anxiety that the spread of the Delta coronavirus variant would hold back the global economy.</p>\n<p>At 8:09 a.m. ET,Futures for the S&P 500 fell 1.11%, signaling opening losses for the broad stock-market gauge after itsnapped a three-week winning streak Friday. Contracts for the Dow Jones Industrial Average dropped 1.35%. Futures on the technology-focused <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>-100 fell 0.89%.</p>\n<p><img src=\"https://static.tigerbbs.com/78212dd3d7e6d2af95d4495fa43cf583\" tg-width=\"1242\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>\n<p>Surging cases of the coronavirusin many parts of the world, including highly-vaccinated countries such as the U.K., have prompted investors to dial down their expectations of economic growth in the coming months. Some also are concerned that a steep rise in prices will pinch consumption and prompt central banks to withdraw stimulus, creating an environment of lower growth and higher inflation in which stocks tend to struggle.</p>\n<p>“What you’re seeing is a sense that the consumer is starting to be affected quite significantly” by the jump in prices, said Sebastien Galy, senior macro strategist at Nordea Asset Management.</p>\n<p>Business reopenings, rising vaccination rates and government pandemic aid have helped propel rapid gains in consumer spending—the economy’s main driver. But surveys show that inflation, which accelerated to a 13-year high in the U.S. in June, is starting toknock consumers’ confidencein their ability to keep spending, Mr. Galy said.</p>\n<p>Airlines and oil-and-gas companies were among the worst performers ahead of the bell in <a href=\"https://laohu8.com/S/NWY\">New York</a>.<a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleumlost 4.1%, <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a> 3.6%,<a href=\"https://laohu8.com/S/AAL\">American Airlines</a> Group2.3% and $Delta <a href=\"https://laohu8.com/S/AIRI\">Air</a> Lines(DAL)$ 2.2%.</p>\n<p>One bright spot wasFive9,which jumped 8.3% on news thatZoom Video Communicationsplans to buy the provider of cloud-based customer-service software in a deal valuing the firm at $14.7 billion. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> shares slipped 2% in premarket trading.</p>\n<p>Worries about the economic effects of the virus were evident in a broad retreat in global markets. The regional Stoxx Europe 600 slid 1.9%, led lower by shares of economically sensitive travel, leisure and commodities companies.</p>\n<p>Potential beneficiaries of a prolonged pandemic including food-delivery companiesHelloFresh,Deliverooand <a href=\"https://laohu8.com/S/JE\">Just</a> Eat Takeaway.com ticked higher.</p>\n<p>Among other stocks, Paris-listedVivendifell 1.2%. <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Tontine, a blank-check company led by hedge-fund manager Bill Ackman, said it had dropped plans topurchase a 10% stakein <a href=\"https://laohu8.com/S/UVV\">Universal</a> Music Group. Mr. Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> said it would take a large stake in <a href=\"https://laohu8.com/S/UVV\">Universal</a>, which is majority owned by Vivendi, instead.</p>\n<p>Italian luxury fashion house Ermenegildo Zegna will go public on the <a href=\"https://laohu8.com/S/NYRT\">New York</a> Stock Exchange later this year as part of a tie-up agreement with special-purpose acquisition corporation Investindustrial Acquisition. Shares of the SPAC, whose chairman is former UBS CEO Sergio Ermotti, edged down before the bell in <a href=\"https://laohu8.com/S/NGD\">New</a> York.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b><a href=\"https://laohu8.com/S/PSTH.U\">Pershing Square Tontine Holdings</a>: </b>Billionaire investor William Ackman’s <a href=\"https://laohu8.com/S/PSTH\">Pershing Square Tontine Holdings</a> has dropped a deal to buy 10% of Vivendi’s Universal Music Group (UMG), the label that is home to musicians such as Taylor Swift.</p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> : </b>On Saturday, Elon Musk's Tesla Inc launched its Full Self-Driving (FSD) subscription for its driver-assistance software package for $199 per month, Reuters reports. Tesla offered the Full Self-Driving package for a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time payment of $10,000. The FSD feature would cost $99 a month for those who previously bought the Enhanced Autopilot package. According to Tesla, vehicle owners can cancel their monthly FSD subscription at any time. Tesla fell 2.28% in the premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/e2886cd35d2ac9d0ed7cf4d9056c678a\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>: </b>Xpeng Undercuts Tesla With P5 Sedan Priced Starting $24.7K, EV Maker Reports High Demand As It Begins Taking Pre-Order.Xpeng fell 2.13% in the premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bbc962c414c77edbe87597c447261cac\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>: </b>Johnson & Johnson (JNJ.N) is exploring a plan to offload liabilities from widespread Baby Powder litigation into a newly created business that would then seek bankruptcy protection, according to seven people familiar with the matter.J&J faces legal actions from tens of thousands of plaintiffs alleging its Baby Powder and other talc products contained asbestos and caused cancer. The plaintiffs include women suffering from ovarian cancer and others battling mesothelioma.</p>\n<p><img src=\"https://static.tigerbbs.com/ea35138cf94432dfdcd08c1528620d42\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p>In Asia, technology giants <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> and Tencent weighed on Hong Kong’s Hang Seng Index, which had lost 1.8% by the close of trading. The losses came after the Biden administration on Friday warned <a href=\"https://laohu8.com/S/AFG\">American</a> companies about the increasingrisks of operating in the financial hub.</p>\n<p>Japan’s Nikkei 225 dropped 1.3%. More athletes and staff members attending theTokyo Olympics have tested positive, while cases are surging in Indonesia. Sydney, Australia’s most populous city, is under lockdown because of a delta outbreak.</p>\n<p>David Chao, a market strategist at <a href=\"https://laohu8.com/S/IVZ\">Invesco</a>, said the spread of the delta variant across Asia, coupled with low vaccination rates and expectations of additional social-distancing measures, has “taken wind out of the sail for many investors expecting an economic rebound” in the region.</p>\n<p>Mr. Chao said he expected investors to continue to pull funds out of Asian stocks and shift them to shares in developed markets with high inoculation rates, such as the U.S. and U.K.</p>\n<p><b>In FX, </b>the pound slumped to a three-month low and the FTSE 100 tumbled 1.9% after the U.K. lifted remaining virus curbs in England even as virus cases increased the most in the world, signaling the challenge nations face to fully reopen their economies. Australia’s dollar dropped to a seven-month low after state governments tightened and extended lockdown measures to contain the latest outbreak. The yen strengthened versus all of its Group-of-10 peers. Investors are seeking protection in currency options; data from the Depository Trust & Clearing Corporation show that volumes are running 10% higher than recent averages overall, with demand for Aussie and yuan exposure running at almost double the averages while the pound is almost at triple.</p>\n<p><b>Oil extended losses, </b>with WTI crude futures tumbling 3.8% to below $70/barrel after yesterday's OPEC+ deal which many saw as bullish but not CTAs which this morning are engaged in wholesale liquidation.</p>\n<p>Gold, a perceived safe haven asset, was also down sliding to just above $1,800. On Sunday OPEC and its allies struck a deal that allows for monthly supply hikes of 400k b/d, putting the group back in control of the crude market. Oil refiners in Asia stayed on the sidelines awaiting price cuts after the OPEC+ deal.</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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-19 19:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>The morning sell-off in stock futures is accelerating.</li>\n <li>Pershing Square Tontine Holdings, Tesla Motor, XPeng Inc. made the biggest moves in premarket trading.</li>\n <li>Oil extended losses, with WTI crude futures tumbling 3.8% to below $70/barrel after yesterday's OPEC+ deal which many saw as bullish but not CTAs which this morning are engaged in wholesale liquidation.</li>\n</ul>\n<p>(July 19) U.S. stock futures, oil prices and government bond yields slid, amid anxiety that the spread of the Delta coronavirus variant would hold back the global economy.</p>\n<p>At 8:09 a.m. ET,Futures for the S&P 500 fell 1.11%, signaling opening losses for the broad stock-market gauge after itsnapped a three-week winning streak Friday. Contracts for the Dow Jones Industrial Average dropped 1.35%. Futures on the technology-focused <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>-100 fell 0.89%.</p>\n<p><img src=\"https://static.tigerbbs.com/78212dd3d7e6d2af95d4495fa43cf583\" tg-width=\"1242\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>\n<p>Surging cases of the coronavirusin many parts of the world, including highly-vaccinated countries such as the U.K., have prompted investors to dial down their expectations of economic growth in the coming months. Some also are concerned that a steep rise in prices will pinch consumption and prompt central banks to withdraw stimulus, creating an environment of lower growth and higher inflation in which stocks tend to struggle.</p>\n<p>“What you’re seeing is a sense that the consumer is starting to be affected quite significantly” by the jump in prices, said Sebastien Galy, senior macro strategist at Nordea Asset Management.</p>\n<p>Business reopenings, rising vaccination rates and government pandemic aid have helped propel rapid gains in consumer spending—the economy’s main driver. But surveys show that inflation, which accelerated to a 13-year high in the U.S. in June, is starting toknock consumers’ confidencein their ability to keep spending, Mr. Galy said.</p>\n<p>Airlines and oil-and-gas companies were among the worst performers ahead of the bell in <a href=\"https://laohu8.com/S/NWY\">New York</a>.<a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleumlost 4.1%, <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a> 3.6%,<a href=\"https://laohu8.com/S/AAL\">American Airlines</a> Group2.3% and $Delta <a href=\"https://laohu8.com/S/AIRI\">Air</a> Lines(DAL)$ 2.2%.</p>\n<p>One bright spot wasFive9,which jumped 8.3% on news thatZoom Video Communicationsplans to buy the provider of cloud-based customer-service software in a deal valuing the firm at $14.7 billion. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> shares slipped 2% in premarket trading.</p>\n<p>Worries about the economic effects of the virus were evident in a broad retreat in global markets. The regional Stoxx Europe 600 slid 1.9%, led lower by shares of economically sensitive travel, leisure and commodities companies.</p>\n<p>Potential beneficiaries of a prolonged pandemic including food-delivery companiesHelloFresh,Deliverooand <a href=\"https://laohu8.com/S/JE\">Just</a> Eat Takeaway.com ticked higher.</p>\n<p>Among other stocks, Paris-listedVivendifell 1.2%. <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Tontine, a blank-check company led by hedge-fund manager Bill Ackman, said it had dropped plans topurchase a 10% stakein <a href=\"https://laohu8.com/S/UVV\">Universal</a> Music Group. Mr. Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> said it would take a large stake in <a href=\"https://laohu8.com/S/UVV\">Universal</a>, which is majority owned by Vivendi, instead.</p>\n<p>Italian luxury fashion house Ermenegildo Zegna will go public on the <a href=\"https://laohu8.com/S/NYRT\">New York</a> Stock Exchange later this year as part of a tie-up agreement with special-purpose acquisition corporation Investindustrial Acquisition. Shares of the SPAC, whose chairman is former UBS CEO Sergio Ermotti, edged down before the bell in <a href=\"https://laohu8.com/S/NGD\">New</a> York.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b><a href=\"https://laohu8.com/S/PSTH.U\">Pershing Square Tontine Holdings</a>: </b>Billionaire investor William Ackman’s <a href=\"https://laohu8.com/S/PSTH\">Pershing Square Tontine Holdings</a> has dropped a deal to buy 10% of Vivendi’s Universal Music Group (UMG), the label that is home to musicians such as Taylor Swift.</p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> : </b>On Saturday, Elon Musk's Tesla Inc launched its Full Self-Driving (FSD) subscription for its driver-assistance software package for $199 per month, Reuters reports. Tesla offered the Full Self-Driving package for a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time payment of $10,000. The FSD feature would cost $99 a month for those who previously bought the Enhanced Autopilot package. According to Tesla, vehicle owners can cancel their monthly FSD subscription at any time. Tesla fell 2.28% in the premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/e2886cd35d2ac9d0ed7cf4d9056c678a\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>: </b>Xpeng Undercuts Tesla With P5 Sedan Priced Starting $24.7K, EV Maker Reports High Demand As It Begins Taking Pre-Order.Xpeng fell 2.13% in the premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bbc962c414c77edbe87597c447261cac\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>: </b>Johnson & Johnson (JNJ.N) is exploring a plan to offload liabilities from widespread Baby Powder litigation into a newly created business that would then seek bankruptcy protection, according to seven people familiar with the matter.J&J faces legal actions from tens of thousands of plaintiffs alleging its Baby Powder and other talc products contained asbestos and caused cancer. The plaintiffs include women suffering from ovarian cancer and others battling mesothelioma.</p>\n<p><img src=\"https://static.tigerbbs.com/ea35138cf94432dfdcd08c1528620d42\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p>In Asia, technology giants <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> and Tencent weighed on Hong Kong’s Hang Seng Index, which had lost 1.8% by the close of trading. The losses came after the Biden administration on Friday warned <a href=\"https://laohu8.com/S/AFG\">American</a> companies about the increasingrisks of operating in the financial hub.</p>\n<p>Japan’s Nikkei 225 dropped 1.3%. More athletes and staff members attending theTokyo Olympics have tested positive, while cases are surging in Indonesia. Sydney, Australia’s most populous city, is under lockdown because of a delta outbreak.</p>\n<p>David Chao, a market strategist at <a href=\"https://laohu8.com/S/IVZ\">Invesco</a>, said the spread of the delta variant across Asia, coupled with low vaccination rates and expectations of additional social-distancing measures, has “taken wind out of the sail for many investors expecting an economic rebound” in the region.</p>\n<p>Mr. Chao said he expected investors to continue to pull funds out of Asian stocks and shift them to shares in developed markets with high inoculation rates, such as the U.S. and U.K.</p>\n<p><b>In FX, </b>the pound slumped to a three-month low and the FTSE 100 tumbled 1.9% after the U.K. lifted remaining virus curbs in England even as virus cases increased the most in the world, signaling the challenge nations face to fully reopen their economies. Australia’s dollar dropped to a seven-month low after state governments tightened and extended lockdown measures to contain the latest outbreak. The yen strengthened versus all of its Group-of-10 peers. Investors are seeking protection in currency options; data from the Depository Trust & Clearing Corporation show that volumes are running 10% higher than recent averages overall, with demand for Aussie and yuan exposure running at almost double the averages while the pound is almost at triple.</p>\n<p><b>Oil extended losses, </b>with WTI crude futures tumbling 3.8% to below $70/barrel after yesterday's OPEC+ deal which many saw as bullish but not CTAs which this morning are engaged in wholesale liquidation.</p>\n<p>Gold, a perceived safe haven asset, was also down sliding to just above $1,800. On Sunday OPEC and its allies struck a deal that allows for monthly supply hikes of 400k b/d, putting the group back in control of the crude market. Oil refiners in Asia stayed on the sidelines awaiting price cuts after the OPEC+ deal.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135910714","content_text":"The morning sell-off in stock futures is accelerating.\nPershing Square Tontine Holdings, Tesla Motor, XPeng Inc. made the biggest moves in premarket trading.\nOil extended losses, with WTI crude futures tumbling 3.8% to below $70/barrel after yesterday's OPEC+ deal which many saw as bullish but not CTAs which this morning are engaged in wholesale liquidation.\n\n(July 19) U.S. stock futures, oil prices and government bond yields slid, amid anxiety that the spread of the Delta coronavirus variant would hold back the global economy.\nAt 8:09 a.m. ET,Futures for the S&P 500 fell 1.11%, signaling opening losses for the broad stock-market gauge after itsnapped a three-week winning streak Friday. Contracts for the Dow Jones Industrial Average dropped 1.35%. Futures on the technology-focused Nasdaq-100 fell 0.89%.\n\nSurging cases of the coronavirusin many parts of the world, including highly-vaccinated countries such as the U.K., have prompted investors to dial down their expectations of economic growth in the coming months. Some also are concerned that a steep rise in prices will pinch consumption and prompt central banks to withdraw stimulus, creating an environment of lower growth and higher inflation in which stocks tend to struggle.\n“What you’re seeing is a sense that the consumer is starting to be affected quite significantly” by the jump in prices, said Sebastien Galy, senior macro strategist at Nordea Asset Management.\nBusiness reopenings, rising vaccination rates and government pandemic aid have helped propel rapid gains in consumer spending—the economy’s main driver. But surveys show that inflation, which accelerated to a 13-year high in the U.S. in June, is starting toknock consumers’ confidencein their ability to keep spending, Mr. Galy said.\nAirlines and oil-and-gas companies were among the worst performers ahead of the bell in New York.Occidental Petroleumlost 4.1%, ConocoPhillips 3.6%,American Airlines Group2.3% and $Delta Air Lines(DAL)$ 2.2%.\nOne bright spot wasFive9,which jumped 8.3% on news thatZoom Video Communicationsplans to buy the provider of cloud-based customer-service software in a deal valuing the firm at $14.7 billion. Zoom shares slipped 2% in premarket trading.\nWorries about the economic effects of the virus were evident in a broad retreat in global markets. The regional Stoxx Europe 600 slid 1.9%, led lower by shares of economically sensitive travel, leisure and commodities companies.\nPotential beneficiaries of a prolonged pandemic including food-delivery companiesHelloFresh,Deliverooand Just Eat Takeaway.com ticked higher.\nAmong other stocks, Paris-listedVivendifell 1.2%. Pershing Square Tontine, a blank-check company led by hedge-fund manager Bill Ackman, said it had dropped plans topurchase a 10% stakein Universal Music Group. Mr. Ackman’s Pershing Square said it would take a large stake in Universal, which is majority owned by Vivendi, instead.\nItalian luxury fashion house Ermenegildo Zegna will go public on the New York Stock Exchange later this year as part of a tie-up agreement with special-purpose acquisition corporation Investindustrial Acquisition. Shares of the SPAC, whose chairman is former UBS CEO Sergio Ermotti, edged down before the bell in New York.\nStocks making the biggest moves premarket:\nPershing Square Tontine Holdings: Billionaire investor William Ackman’s Pershing Square Tontine Holdings has dropped a deal to buy 10% of Vivendi’s Universal Music Group (UMG), the label that is home to musicians such as Taylor Swift.\nTesla Motors : On Saturday, Elon Musk's Tesla Inc launched its Full Self-Driving (FSD) subscription for its driver-assistance software package for $199 per month, Reuters reports. Tesla offered the Full Self-Driving package for a one-time payment of $10,000. The FSD feature would cost $99 a month for those who previously bought the Enhanced Autopilot package. According to Tesla, vehicle owners can cancel their monthly FSD subscription at any time. Tesla fell 2.28% in the premarket trading.\n\nXPeng Inc.: Xpeng Undercuts Tesla With P5 Sedan Priced Starting $24.7K, EV Maker Reports High Demand As It Begins Taking Pre-Order.Xpeng fell 2.13% in the premarket trading.\n\nJohnson & Johnson: Johnson & Johnson (JNJ.N) is exploring a plan to offload liabilities from widespread Baby Powder litigation into a newly created business that would then seek bankruptcy protection, according to seven people familiar with the matter.J&J faces legal actions from tens of thousands of plaintiffs alleging its Baby Powder and other talc products contained asbestos and caused cancer. The plaintiffs include women suffering from ovarian cancer and others battling mesothelioma.\n\nIn Asia, technology giants Alibaba and Tencent weighed on Hong Kong’s Hang Seng Index, which had lost 1.8% by the close of trading. The losses came after the Biden administration on Friday warned American companies about the increasingrisks of operating in the financial hub.\nJapan’s Nikkei 225 dropped 1.3%. More athletes and staff members attending theTokyo Olympics have tested positive, while cases are surging in Indonesia. Sydney, Australia’s most populous city, is under lockdown because of a delta outbreak.\nDavid Chao, a market strategist at Invesco, said the spread of the delta variant across Asia, coupled with low vaccination rates and expectations of additional social-distancing measures, has “taken wind out of the sail for many investors expecting an economic rebound” in the region.\nMr. Chao said he expected investors to continue to pull funds out of Asian stocks and shift them to shares in developed markets with high inoculation rates, such as the U.S. and U.K.\nIn FX, the pound slumped to a three-month low and the FTSE 100 tumbled 1.9% after the U.K. lifted remaining virus curbs in England even as virus cases increased the most in the world, signaling the challenge nations face to fully reopen their economies. Australia’s dollar dropped to a seven-month low after state governments tightened and extended lockdown measures to contain the latest outbreak. The yen strengthened versus all of its Group-of-10 peers. Investors are seeking protection in currency options; data from the Depository Trust & Clearing Corporation show that volumes are running 10% higher than recent averages overall, with demand for Aussie and yuan exposure running at almost double the averages while the pound is almost at triple.\nOil extended losses, with WTI crude futures tumbling 3.8% to below $70/barrel after yesterday's OPEC+ deal which many saw as bullish but not CTAs which this morning are engaged in wholesale liquidation.\nGold, a perceived safe haven asset, was also down sliding to just above $1,800. On Sunday OPEC and its allies struck a deal that allows for monthly supply hikes of 400k b/d, putting the group back in control of the crude market. Oil refiners in Asia stayed on the sidelines awaiting price cuts after the OPEC+ deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149736391,"gmtCreate":1625748103113,"gmtModify":1633937774209,"author":{"id":"3578668729356671","authorId":"3578668729356671","name":"ssw04104","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578668729356671","authorIdStr":"3578668729356671"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/149736391","repostId":"1169470367","repostType":4,"repost":{"id":"1169470367","kind":"news","pubTimestamp":1625747870,"share":"https://www.laohu8.com/m/news/1169470367?lang=&edition=full","pubTime":"2021-07-08 20:37","market":"fut","language":"en","title":"Why the OPEC+ Crisis Has Sparked an Oil Price Frenzy: Quicktake","url":"https://stock-news.laohu8.com/highlight/detail?id=1169470367","media":"Bloomberg","summary":"A year after rescuing the global oil industry from the ravages of the pandemic, the OPEC+ alliance h","content":"<p>A year after rescuing the global oil industry from the ravages of the pandemic, the OPEC+ alliance has been thrown again intodisarray. The group of crude producers has split at its core, after a bitter feud flared up between long-standing allies Saudi Arabia and the United Arab Emirates over how quotas should be calculated. Prices have swung as their standoff threatens to deprive markets of the supplies needed to feed the world’s economic recovery. If the deadlock remains unresolved, it could have profound consequences for the balance of power in the Middle East and energy companies around the globe.</p>\n<p>1. What is OPEC+ fighting about?</p>\n<p>The Organization of the Petroleum Exporting Countries and its partners have been gradually restoring to the market the vast quantities of crude they halted when the coronavirus crushed fuel demand in 2020. Its plans to revive the barrels that remain offline have run into a snag: the UAE will only approve Saudi proposals to phase in the restart to the end of 2022 if its individual target is recalculated. Abu Dhabi, capital of the UAE and seat of most of its oil production, says the quota is outdated and unfair.</p>\n<p>2. What has the pandemic done to OPEC+?</p>\n<p>In March 2020, OPEC+ was plunged into a brutalprice waras group leaders Saudi Arabia and Russia clashed over whether the pandemic necessitated fresh production cuts. As lockdowns sent the oil market crashing, the groupreached a truceand agreed the biggest output curbs in history: roughly 10 million barrels a day, or 10% of world supplies. But while the pandemic provoked a fight in OPEC+ last year as demand slumped, it’s now sparking another as consumption returns.</p>\n<p>3. Why is Saudi Arabia’s ally objecting?</p>\n<p>Abu Dhabi believes the agreement that OPEC+ hastily struck in April 2020 has an unsustainable inequity. While production baselines used to measure each country’s required cuts were updated for Saudi Arabia and Russia, the other 21 nations were stuck with levels set in 2018. That’s an acute problem for the UAE, which has invested billions of dollars in new production capacity and is keen to make use of it. The country also needs to pump sufficient volumes to ensure the viability of a recently-launched regional price benchmark,Murban. But there’s also a deeper tension between the two Middle East siblings: Crown Prince Mohammed bin Zayed is determined to carve out an independent political path for Abu Dhabi, stepping out from the shadow of its bigger neighbor.</p>\n<p>4. What does it mean for gasoline prices?</p>\n<p>U.S. oil futures rallied to a six-year high of almost $77 a barrel on July 6 before retreating again, as traders fear the impasse may prevent OPEC+ from filling a looming supply shortfall. With the holiday driving season under way in the northern hemisphere, global oil markets are forecast to tighten sharply in coming months. That could push gasoline prices -- already above the sensitive threshold of $3 a gallon in the U.S. -- even higher. Yet markets have remained volatile amid the OPEC+ spat as traders weigh another option: that the dispute could ultimately fracture the coalition and usher in a new price war.</p>\n<p>5. How could the stalemate be resolved?</p>\n<p>OPEC+ delegates say that consultations are going on behind the scenes to bridge the divide after talksfailed dramaticallyon July 5, but so far they’ve yet to yield results. Ultimately, leaders in Riyadh and Abu Dhabi will need to try and find a compromise. That could be expedited by pressure from key consumers: theadministrationof U.S. President Joe Biden has reached out to the main players and urged them to reconcile. Typically, disputes at OPEC+ are resolved with some creative accounting and a diplomatic fudge that allows the opposing sides to save face.</p>\n<p>6. Is this the beginning of the end for the cartel?</p>\n<p>OPEC’s obituaryhas been written numerous times over the past few decades, only for the organization to rise up again. The OPEC+ alliance it formed with non-members had seemed irretrievably broken when the 2020 price war erupted, yet it too is still standing. While the UAE madeveiled threatslast year about quitting OPEC, analysts widely expect this latest confrontation will be resolved in the coming weeks. But it could foreshadow future conflicts that eventually test the alliance to breaking point. The UAE’s urge to deploy its new production capacity quickly may reflect concern that time is running out for fossil fuels, as the world transitions to low-carbon energy. If the switch to electric vehicles and renewable energy brings global oil demand to a plateau, OPEC+ nations may decide to break from the alliance and pump all they can.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the OPEC+ Crisis Has Sparked an Oil Price Frenzy: Quicktake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the OPEC+ Crisis Has Sparked an Oil Price Frenzy: Quicktake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 20:37 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-07-08/why-the-opec-crisis-has-sparked-an-oil-price-frenzy-quicktake><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A year after rescuing the global oil industry from the ravages of the pandemic, the OPEC+ alliance has been thrown again intodisarray. The group of crude producers has split at its core, after a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-08/why-the-opec-crisis-has-sparked-an-oil-price-frenzy-quicktake\">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.bloomberg.com/news/articles/2021-07-08/why-the-opec-crisis-has-sparked-an-oil-price-frenzy-quicktake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169470367","content_text":"A year after rescuing the global oil industry from the ravages of the pandemic, the OPEC+ alliance has been thrown again intodisarray. The group of crude producers has split at its core, after a bitter feud flared up between long-standing allies Saudi Arabia and the United Arab Emirates over how quotas should be calculated. Prices have swung as their standoff threatens to deprive markets of the supplies needed to feed the world’s economic recovery. If the deadlock remains unresolved, it could have profound consequences for the balance of power in the Middle East and energy companies around the globe.\n1. What is OPEC+ fighting about?\nThe Organization of the Petroleum Exporting Countries and its partners have been gradually restoring to the market the vast quantities of crude they halted when the coronavirus crushed fuel demand in 2020. Its plans to revive the barrels that remain offline have run into a snag: the UAE will only approve Saudi proposals to phase in the restart to the end of 2022 if its individual target is recalculated. Abu Dhabi, capital of the UAE and seat of most of its oil production, says the quota is outdated and unfair.\n2. What has the pandemic done to OPEC+?\nIn March 2020, OPEC+ was plunged into a brutalprice waras group leaders Saudi Arabia and Russia clashed over whether the pandemic necessitated fresh production cuts. As lockdowns sent the oil market crashing, the groupreached a truceand agreed the biggest output curbs in history: roughly 10 million barrels a day, or 10% of world supplies. But while the pandemic provoked a fight in OPEC+ last year as demand slumped, it’s now sparking another as consumption returns.\n3. Why is Saudi Arabia’s ally objecting?\nAbu Dhabi believes the agreement that OPEC+ hastily struck in April 2020 has an unsustainable inequity. While production baselines used to measure each country’s required cuts were updated for Saudi Arabia and Russia, the other 21 nations were stuck with levels set in 2018. That’s an acute problem for the UAE, which has invested billions of dollars in new production capacity and is keen to make use of it. The country also needs to pump sufficient volumes to ensure the viability of a recently-launched regional price benchmark,Murban. But there’s also a deeper tension between the two Middle East siblings: Crown Prince Mohammed bin Zayed is determined to carve out an independent political path for Abu Dhabi, stepping out from the shadow of its bigger neighbor.\n4. What does it mean for gasoline prices?\nU.S. oil futures rallied to a six-year high of almost $77 a barrel on July 6 before retreating again, as traders fear the impasse may prevent OPEC+ from filling a looming supply shortfall. With the holiday driving season under way in the northern hemisphere, global oil markets are forecast to tighten sharply in coming months. That could push gasoline prices -- already above the sensitive threshold of $3 a gallon in the U.S. -- even higher. Yet markets have remained volatile amid the OPEC+ spat as traders weigh another option: that the dispute could ultimately fracture the coalition and usher in a new price war.\n5. How could the stalemate be resolved?\nOPEC+ delegates say that consultations are going on behind the scenes to bridge the divide after talksfailed dramaticallyon July 5, but so far they’ve yet to yield results. Ultimately, leaders in Riyadh and Abu Dhabi will need to try and find a compromise. That could be expedited by pressure from key consumers: theadministrationof U.S. President Joe Biden has reached out to the main players and urged them to reconcile. Typically, disputes at OPEC+ are resolved with some creative accounting and a diplomatic fudge that allows the opposing sides to save face.\n6. Is this the beginning of the end for the cartel?\nOPEC’s obituaryhas been written numerous times over the past few decades, only for the organization to rise up again. The OPEC+ alliance it formed with non-members had seemed irretrievably broken when the 2020 price war erupted, yet it too is still standing. While the UAE madeveiled threatslast year about quitting OPEC, analysts widely expect this latest confrontation will be resolved in the coming weeks. But it could foreshadow future conflicts that eventually test the alliance to breaking point. The UAE’s urge to deploy its new production capacity quickly may reflect concern that time is running out for fossil fuels, as the world transitions to low-carbon energy. If the switch to electric vehicles and renewable energy brings global oil demand to a plateau, OPEC+ nations may decide to break from the alliance and pump all they can.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}