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2022-01-06
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Bed Bath & Beyond Disappoints, but This Nasdaq Stock Took The Biggest Hit Thursday
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2021-11-15
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Retail Traders Show Signs of Recoil After Wild Market Ride
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On Thursday morning, it seemed likely that the Nasdaq's downward streak would continue, with futures on the index falling 87 points to 15,679 as of 8 a.m. ET.</p><p>Earnings season won't start for another week or two, but a few companies are already getting a jump on things, and <b>Bed Bath & Beyond</b>'s (NASDAQ:BBBY) report on its most recent results proved to be extremely disappointing to shareholders. Yet the steep drop in the home goods retailer's stock paled in comparison to an even steeper plunge for another stock on the Nasdaq. You'll learn more about that stock later in this article, but first, let's look at Bed Bath & Beyond's report to see what spooked investors.</p><h2>No holiday cheer for Bed Bath & Beyond</h2><p>Shares of Bed Bath & Beyond were down about 6% in premarket trading. That followed a double-digit percentage decline on Wednesday in anticipation of the fiscal third-quarter results that the home goods retailer released Thursday morning.</p><p>In a holiday season that was supposed to be stronger than 2020's, Bed Bath & Beyond's numbers were alarming. Revenue dropped 28% from year-ago levels, with comparable sales falling 7% and core sales down 14% year over year. The retailer posted an adjusted loss of $0.25 per share, reversing a year-ago profit of $0.08.</p><p>CEO Mark Tritton explained the headwinds hitting Bed Bath & Beyond while stressing the positives. September and October were particularly weak for the company, but the implementation of market-driven pricing to respond to higher inflation and rising freight costs helped to produce flat comparable sales for the month of November. More disciplined pricing helped support gross margin figures, and Tritton celebrated the success of the Beyond+ loyalty program and strong growth at its buybuy BABY concept.</p><p>Nevertheless, investors weren't pleased to see supply chain problems cost Bed Bath & Beyond $100 million during the quarter, especially because the company said those problems were even worse in December after the end of the fiscal period. With Bed Bath & Beyond expecting a high-single-digit percentage decline for the fiscal fourth quarter and a full-year loss of $0 to $0.15 per share, it appears that the retailer's pain probably isn't over.</p><h2>Lights out for Berkeley</h2><p>However, shareholders of <b><a href=\"https://laohu8.com/S/BLI\">Berkeley Lights</a> </b>(NASDAQ:BLI) saw even bigger declines. After falling 11% on Wednesday, the biotechnology platform provider's stock dropped another 30% in premarket trading Thursday morning.</p><p>Immediately after the market closed on Wednesday, Berkeley Lights gave an update on its 2021 financials and announced a leadership transition. CEO Eric Hobbs will move out of the top management role, shifting to work specifically on Berkeley's antibody therapeutics product line. Berkeley will start a search for a new CEO, with Hobbs staying in the role until the company appoints a replacement.</p><p>Berkeley's financial update didn't inspire the confidence that shareholders had wanted to see. The company predicted that total sales for 2021 would be between $84 million and $84.5 million. That's up more than 30% from 2020 numbers, but it's a much slower growth rate than the 81% rise in revenue during 2019.</p><p>With operating expenses ballooning, Berkeley Lights needs to ramp up its business as quickly as possible. Until the company can quiet skeptics with stronger financial results, it'll be tough for shareholders to have the confidence they want, especially during a leadership transition.</p></body></html>","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>Bed Bath & Beyond Disappoints, but This Nasdaq Stock Took The Biggest Hit Thursday</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\">\nBed Bath & Beyond Disappoints, but This Nasdaq Stock Took The Biggest Hit Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 21:53 GMT+8 <a href=https://www.fool.com/investing/2022/01/06/bed-bath-beyond-disappoints-but-this-nasdaq-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has been turbulent lately, and the Nasdaq Composite (NASDAQINDEX:^IXIC) has been the worst performer among major market benchmarks. On Thursday morning, it seemed likely that the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/06/bed-bath-beyond-disappoints-but-this-nasdaq-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4178":"家庭装饰零售","BBBY":"3B家居","BK4547":"WSB热门概念"},"source_url":"https://www.fool.com/investing/2022/01/06/bed-bath-beyond-disappoints-but-this-nasdaq-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201626496","content_text":"The stock market has been turbulent lately, and the Nasdaq Composite (NASDAQINDEX:^IXIC) has been the worst performer among major market benchmarks. On Thursday morning, it seemed likely that the Nasdaq's downward streak would continue, with futures on the index falling 87 points to 15,679 as of 8 a.m. ET.Earnings season won't start for another week or two, but a few companies are already getting a jump on things, and Bed Bath & Beyond's (NASDAQ:BBBY) report on its most recent results proved to be extremely disappointing to shareholders. Yet the steep drop in the home goods retailer's stock paled in comparison to an even steeper plunge for another stock on the Nasdaq. You'll learn more about that stock later in this article, but first, let's look at Bed Bath & Beyond's report to see what spooked investors.No holiday cheer for Bed Bath & BeyondShares of Bed Bath & Beyond were down about 6% in premarket trading. That followed a double-digit percentage decline on Wednesday in anticipation of the fiscal third-quarter results that the home goods retailer released Thursday morning.In a holiday season that was supposed to be stronger than 2020's, Bed Bath & Beyond's numbers were alarming. Revenue dropped 28% from year-ago levels, with comparable sales falling 7% and core sales down 14% year over year. The retailer posted an adjusted loss of $0.25 per share, reversing a year-ago profit of $0.08.CEO Mark Tritton explained the headwinds hitting Bed Bath & Beyond while stressing the positives. September and October were particularly weak for the company, but the implementation of market-driven pricing to respond to higher inflation and rising freight costs helped to produce flat comparable sales for the month of November. More disciplined pricing helped support gross margin figures, and Tritton celebrated the success of the Beyond+ loyalty program and strong growth at its buybuy BABY concept.Nevertheless, investors weren't pleased to see supply chain problems cost Bed Bath & Beyond $100 million during the quarter, especially because the company said those problems were even worse in December after the end of the fiscal period. With Bed Bath & Beyond expecting a high-single-digit percentage decline for the fiscal fourth quarter and a full-year loss of $0 to $0.15 per share, it appears that the retailer's pain probably isn't over.Lights out for BerkeleyHowever, shareholders of Berkeley Lights (NASDAQ:BLI) saw even bigger declines. After falling 11% on Wednesday, the biotechnology platform provider's stock dropped another 30% in premarket trading Thursday morning.Immediately after the market closed on Wednesday, Berkeley Lights gave an update on its 2021 financials and announced a leadership transition. CEO Eric Hobbs will move out of the top management role, shifting to work specifically on Berkeley's antibody therapeutics product line. Berkeley will start a search for a new CEO, with Hobbs staying in the role until the company appoints a replacement.Berkeley's financial update didn't inspire the confidence that shareholders had wanted to see. The company predicted that total sales for 2021 would be between $84 million and $84.5 million. That's up more than 30% from 2020 numbers, but it's a much slower growth rate than the 81% rise in revenue during 2019.With operating expenses ballooning, Berkeley Lights needs to ramp up its business as quickly as possible. Until the company can quiet skeptics with stronger financial results, it'll be tough for shareholders to have the confidence they want, especially during a leadership transition.","news_type":1},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873684026,"gmtCreate":1636938359201,"gmtModify":1636938359280,"author":{"id":"3581743788219336","authorId":"3581743788219336","name":"BEEBOOOO","avatar":"https://static.tigerbbs.com/1784fc46c37088fbdc7501227130bc27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873684026","repostId":"1130884211","repostType":4,"repost":{"id":"1130884211","pubTimestamp":1636936088,"share":"https://www.laohu8.com/m/news/1130884211?lang=&edition=full","pubTime":"2021-11-15 08:28","market":"us","language":"en","title":"Retail Traders Show Signs of Recoil After Wild Market Ride","url":"https://stock-news.laohu8.com/highlight/detail?id=1130884211","media":"Bloomberg","summary":"(Bloomberg) -- Kortlandt Taylor began buying stocks in January and almost immediately found herself ","content":"<p>(Bloomberg) -- Kortlandt Taylor began buying stocks in January and almost immediately found herself being whipsawed by the meme stock mania, as GameStop Corp. climbed 1,745% before Robinhood Markets Inc. restricted trading on its app, causing the shares to tumble.</p>\n<p>At first “it was going fine,” Taylor, a 27-year-old tax accountant in Atlanta, said in a telephone interview. She’d been investing through Robinhood, but “didn’t like the volatility of the app just around everything that involved GameStop. So I kind of took everything out.”</p>\n<p>She’s not alone. While overall interest in investing has increased from a year ago, data shows that many do-it-yourself traders are taking a breather.</p>\n<p>Fidelity Investments recently announced that daily trading activity in the third quarter fell 8% from the previous three-month period, and the number of new retail clients dropped 24%.</p>\n<p>And TD Ameritrade’s Investor Movement Index, the firm’s gauge for measuring sentiment of retail traders who make at least one trade a month, shows optimism has fallen 4.6% from its June peak.</p>\n<p>Taylor also stepped back from trading because she was completing her Certified Public Exam certifications and “didn’t really have time to learn about what I was actually invested in.”</p>\n<p>“My goal is to restart investing next year,” Taylor said, when she hopes to have extra time to absorb more of what’s happening in the market.</p>\n<p>Time constraints are just one thing keeping retail traders on the sidelines. JJ Kinahan, chief market strategist at TD Ameritrade, points to the less-thrilling environment.</p>\n<p>“It’s really about what’s the story in the market that kind of gets people excited,” Kinahan said. “And right now, for many companies, it’s business as usual. Many people are making the wise choice to wait a little bit until they have more clarity.”</p>\n<p>Following the meme stock ruckus, Errol Coleman, a 22-year-old Tampa, Florida native and TikTok influencer, said that many of the members in his investment-focused Discord group “may not be as interested as they once were,” though he sees “a larger group of people now trying to get educated.”</p>\n<p>In fact, a learning period can be helpful.</p>\n<p>“They need to take more time than just sitting in a chat room and looking at a couple of charts,” said Tom Martin, a senior portfolio manager at GLOBALT Investments. He suggests that do-it-yourselfers look at companies on a fundamental basis and diversify their exposure by owning at least 10 stocks or mutual funds.</p>\n<p>The end of pandemic shutdowns forced some day traders to step away from their E*Trade screens. When Biju Punnoose, a 33-year-old IT professional in California, was working from home, he said he was able to watch tickers for good entry and exit points. But after he returned to his office in May, his holdings dropped 22%. “So it was better for me to change my strategy and take a little bit more hands-off approach,” he said.</p>\n<p>Lauren Goodwin, New York Life economist and portfolio strategist, said that client activity has abated a bit, “not just related to the pandemic but also market direction. The ‘easy’ part of the cycle is likely to be over.”</p>\n<p>This view was echoed by Jabari Richards, a 30-year-old financial manager from Queens, New York. He was actively trading at the beginning of the year but took a step back because “there’s not that many opportunities in the market right now.”</p>\n<p>Down But Not Out</p>\n<p>Some do-it-yourself investors had a change of heart after being burned. Daniel Sanabria, a 28-year-old welder from Nyack, New York, suffered losses when Robinhood restricted him from selling his AMC Entertainment Holdings Inc. shares during the stock trading frenzy.</p>\n<p>“I was like ‘all right, I’m losing a little too much. Let me just make sure I have a decent risk-reward trade,’” he said. “I’m not going to throw my money at random tickers.” He credits a Discord chat with getting him into less risky strategies.</p>\n<p>Quentin York, a 28-year-old active duty U.S. Navy serviceman who was first attracted to investing in September 2020 by Dogecoin’s rise, did pause trading for a bit to go on vacation this summer. But he’s since been back in the game.</p>\n<p>“The stock market is a very fickle beast and it comes with a fair share of losses to go with the wins,” the Virginia Beach-based sailor said in a message. “So some days I’m disappointed with it, but I never quit.”</p>","source":"lsy1612507957220","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>Retail Traders Show Signs of Recoil After Wild Market Ride</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\">\nRetail Traders Show Signs of Recoil After Wild Market Ride\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 08:28 GMT+8 <a href=https://finance.yahoo.com/news/retail-traders-show-signs-pulling-120000593.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Kortlandt Taylor began buying stocks in January and almost immediately found herself being whipsawed by the meme stock mania, as GameStop Corp. climbed 1,745% before Robinhood Markets ...</p>\n\n<a href=\"https://finance.yahoo.com/news/retail-traders-show-signs-pulling-120000593.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","HOOD":"Robinhood"},"source_url":"https://finance.yahoo.com/news/retail-traders-show-signs-pulling-120000593.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130884211","content_text":"(Bloomberg) -- Kortlandt Taylor began buying stocks in January and almost immediately found herself being whipsawed by the meme stock mania, as GameStop Corp. climbed 1,745% before Robinhood Markets Inc. restricted trading on its app, causing the shares to tumble.\nAt first “it was going fine,” Taylor, a 27-year-old tax accountant in Atlanta, said in a telephone interview. She’d been investing through Robinhood, but “didn’t like the volatility of the app just around everything that involved GameStop. So I kind of took everything out.”\nShe’s not alone. While overall interest in investing has increased from a year ago, data shows that many do-it-yourself traders are taking a breather.\nFidelity Investments recently announced that daily trading activity in the third quarter fell 8% from the previous three-month period, and the number of new retail clients dropped 24%.\nAnd TD Ameritrade’s Investor Movement Index, the firm’s gauge for measuring sentiment of retail traders who make at least one trade a month, shows optimism has fallen 4.6% from its June peak.\nTaylor also stepped back from trading because she was completing her Certified Public Exam certifications and “didn’t really have time to learn about what I was actually invested in.”\n“My goal is to restart investing next year,” Taylor said, when she hopes to have extra time to absorb more of what’s happening in the market.\nTime constraints are just one thing keeping retail traders on the sidelines. JJ Kinahan, chief market strategist at TD Ameritrade, points to the less-thrilling environment.\n“It’s really about what’s the story in the market that kind of gets people excited,” Kinahan said. “And right now, for many companies, it’s business as usual. Many people are making the wise choice to wait a little bit until they have more clarity.”\nFollowing the meme stock ruckus, Errol Coleman, a 22-year-old Tampa, Florida native and TikTok influencer, said that many of the members in his investment-focused Discord group “may not be as interested as they once were,” though he sees “a larger group of people now trying to get educated.”\nIn fact, a learning period can be helpful.\n“They need to take more time than just sitting in a chat room and looking at a couple of charts,” said Tom Martin, a senior portfolio manager at GLOBALT Investments. He suggests that do-it-yourselfers look at companies on a fundamental basis and diversify their exposure by owning at least 10 stocks or mutual funds.\nThe end of pandemic shutdowns forced some day traders to step away from their E*Trade screens. When Biju Punnoose, a 33-year-old IT professional in California, was working from home, he said he was able to watch tickers for good entry and exit points. But after he returned to his office in May, his holdings dropped 22%. “So it was better for me to change my strategy and take a little bit more hands-off approach,” he said.\nLauren Goodwin, New York Life economist and portfolio strategist, said that client activity has abated a bit, “not just related to the pandemic but also market direction. The ‘easy’ part of the cycle is likely to be over.”\nThis view was echoed by Jabari Richards, a 30-year-old financial manager from Queens, New York. He was actively trading at the beginning of the year but took a step back because “there’s not that many opportunities in the market right now.”\nDown But Not Out\nSome do-it-yourself investors had a change of heart after being burned. Daniel Sanabria, a 28-year-old welder from Nyack, New York, suffered losses when Robinhood restricted him from selling his AMC Entertainment Holdings Inc. shares during the stock trading frenzy.\n“I was like ‘all right, I’m losing a little too much. Let me just make sure I have a decent risk-reward trade,’” he said. “I’m not going to throw my money at random tickers.” He credits a Discord chat with getting him into less risky strategies.\nQuentin York, a 28-year-old active duty U.S. Navy serviceman who was first attracted to investing in September 2020 by Dogecoin’s rise, did pause trading for a bit to go on vacation this summer. But he’s since been back in the game.\n“The stock market is a very fickle beast and it comes with a fair share of losses to go with the wins,” the Virginia Beach-based sailor said in a message. “So some days I’m disappointed with it, but I never quit.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873116793,"gmtCreate":1636881215376,"gmtModify":1636881215376,"author":{"id":"3581743788219336","authorId":"3581743788219336","name":"BEEBOOOO","avatar":"https://static.tigerbbs.com/1784fc46c37088fbdc7501227130bc27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873116793","repostId":"1103944030","repostType":4,"repost":{"id":"1103944030","pubTimestamp":1636857439,"share":"https://www.laohu8.com/m/news/1103944030?lang=&edition=full","pubTime":"2021-11-14 10:37","market":"us","language":"en","title":"These are the next three mega-cap tech stocks you’ll be hearing more about","url":"https://stock-news.laohu8.com/highlight/detail?id=1103944030","media":"MarketWatch","summary":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is","content":"<p>AMD is among companies poised to eclipse $200 billion in market value</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8977785546ccb691b11117bea0aa1480\" tg-width=\"1320\" tg-height=\"742\" referrerpolicy=\"no-referrer\"><span>AMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images</span></p>\n<p>As technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.</p>\n<p>Five are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.</p>\n<p>Bets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.</p>\n<p>Perhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.</p>\n<p>However, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.</p>\n<p><b>1. ServiceNow:</b> ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.</p>\n<p>The company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.</p>\n<p>Beyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.</p>\n<p>It’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.</p>\n<p><b>2. Qualcomm:</b>Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.</p>\n<p>Consequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.</p>\n<p>Qualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.</p>\n<p>Perhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.</p>\n<p><b>3. AMD:</b> I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.</p>\n<p>In August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.</p>\n<p>While I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.</p>\n<p>Speaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.</p>\n<p>AMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.</p>\n<p>After those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are the next three mega-cap tech stocks you’ll be hearing more about</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\">\nThese are the next three mega-cap tech stocks you’ll be hearing more about\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 10:37 GMT+8 <a href=https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","QCOM":"高通","AMD":"美国超微公司","NOW":"ServiceNow"},"source_url":"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103944030","content_text":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.\nFive are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.\nBets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.\nPerhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.\nHowever, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.\n1. ServiceNow: ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.\nThe company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.\nBeyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.\nIt’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.\n2. Qualcomm:Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.\nConsequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.\nQualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.\nPerhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.\n3. AMD: I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.\nIn August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.\nWhile I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.\nSpeaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.\nAMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.\nAfter those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":873684026,"gmtCreate":1636938359201,"gmtModify":1636938359280,"author":{"id":"3581743788219336","authorId":"3581743788219336","name":"BEEBOOOO","avatar":"https://static.tigerbbs.com/1784fc46c37088fbdc7501227130bc27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873684026","repostId":"1130884211","repostType":4,"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873116793,"gmtCreate":1636881215376,"gmtModify":1636881215376,"author":{"id":"3581743788219336","authorId":"3581743788219336","name":"BEEBOOOO","avatar":"https://static.tigerbbs.com/1784fc46c37088fbdc7501227130bc27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873116793","repostId":"1103944030","repostType":4,"repost":{"id":"1103944030","pubTimestamp":1636857439,"share":"https://www.laohu8.com/m/news/1103944030?lang=&edition=full","pubTime":"2021-11-14 10:37","market":"us","language":"en","title":"These are the next three mega-cap tech stocks you’ll be hearing more about","url":"https://stock-news.laohu8.com/highlight/detail?id=1103944030","media":"MarketWatch","summary":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is","content":"<p>AMD is among companies poised to eclipse $200 billion in market value</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8977785546ccb691b11117bea0aa1480\" tg-width=\"1320\" tg-height=\"742\" referrerpolicy=\"no-referrer\"><span>AMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images</span></p>\n<p>As technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.</p>\n<p>Five are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.</p>\n<p>Bets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.</p>\n<p>Perhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.</p>\n<p>However, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.</p>\n<p><b>1. ServiceNow:</b> ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.</p>\n<p>The company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.</p>\n<p>Beyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.</p>\n<p>It’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.</p>\n<p><b>2. Qualcomm:</b>Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.</p>\n<p>Consequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.</p>\n<p>Qualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.</p>\n<p>Perhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.</p>\n<p><b>3. AMD:</b> I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.</p>\n<p>In August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.</p>\n<p>While I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.</p>\n<p>Speaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.</p>\n<p>AMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.</p>\n<p>After those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are the next three mega-cap tech stocks you’ll be hearing more about</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\">\nThese are the next three mega-cap tech stocks you’ll be hearing more about\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 10:37 GMT+8 <a href=https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","QCOM":"高通","AMD":"美国超微公司","NOW":"ServiceNow"},"source_url":"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103944030","content_text":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.\nFive are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.\nBets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.\nPerhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.\nHowever, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.\n1. ServiceNow: ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.\nThe company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.\nBeyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.\nIt’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.\n2. Qualcomm:Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.\nConsequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.\nQualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.\nPerhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.\n3. AMD: I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.\nIn August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.\nWhile I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.\nSpeaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.\nAMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.\nAfter those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695265967,"gmtCreate":1641477828931,"gmtModify":1641477829044,"author":{"id":"3581743788219336","authorId":"3581743788219336","name":"BEEBOOOO","avatar":"https://static.tigerbbs.com/1784fc46c37088fbdc7501227130bc27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695265967","repostId":"2201626496","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
