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2021-12-17

$OVERSEA-CHINESE BANKING CORP(O39.SI)$and $UNITED OVERSEAS BANK LIMITED(U11.SI)$Why do both banks drop suddenly when trading almost closed while $DBS GROUP HOLDINGS LTD(D05.SI)$still remain green.

2021-11-24

Cool

Pfizer Could Join a Rare Club Next Year With Revenue Above $100B

2021-11-14

Yay

These are the next three mega-cap tech stocks you’ll be hearing more about

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href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>and&nbsp;<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>Why do both banks drop suddenly when trading almost closed&nbsp;while&nbsp;<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>still remain green.","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>and&nbsp;<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>Why do both banks drop suddenly when trading almost closed&nbsp;while&nbsp;<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>still remain green.","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$and $UNITED OVERSEAS BANK LIMITED(U11.SI)$Why do both banks drop suddenly when trading almost closed while $DBS GROUP HOLDINGS LTD(D05.SI)$still remain green.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699963354","isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874990901,"gmtCreate":1637717625414,"gmtModify":1637717625414,"author":{"id":"3582709148429690","authorId":"3582709148429690","name":"OneZeroKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582709148429690","authorIdStr":"3582709148429690"},"themes":[],"htmlText":"Cool&nbsp;","listText":"Cool&nbsp;","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874990901","repostId":"1156246084","repostType":2,"repost":{"id":"1156246084","kind":"news","pubTimestamp":1637710539,"share":"https://www.laohu8.com/m/news/1156246084?lang=&edition=full","pubTime":"2021-11-24 07:35","market":"us","language":"en","title":"Pfizer Could Join a Rare Club Next Year With Revenue Above $100B","url":"https://stock-news.laohu8.com/highlight/detail?id=1156246084","media":"Barrons","summary":"Pfizer‘s revenue will top $100 billion next year, boosted by sales of its Covid-19 vaccine and its n","content":"<p>Pfizer‘s revenue will top $100 billion next year, boosted by sales of its Covid-19 vaccine and its new Covid-19 antiviral pill, according to SVB Leerink.</p>\n<p>That’s up from $41.9 billion in 2020, and the FactSet consensus estimate of $80.7 billion in 2021.</p>\n<p>Analyst Dr. Geoffrey Porges wrote in a note out early Tuesday that he expects&nbsp;Pfizer&nbsp;(ticker: PFE) to sell $24 billion worth of its Covid-19 pill next year, and $33 billion in 2023. He also increased his estimate for sales of Pfizer’s Covid-19 vaccine next year to $30 billion, from his previous estimate of $23 billion.</p>\n<p>That would briefly put Pfizer in the rarefied club of&nbsp;S&amp;P 500&nbsp;companies that clock more than $100 billion per year in revenue, including Walmart&nbsp;(WMT),Amazon&nbsp;(AMZN),Apple&nbsp;(APPL), and&nbsp;CVS Health&nbsp;(CVS).</p>\n<p>What’s more, it would leave the company with an enormous war chest by the end of 2022. Porges expects Pfizer to have a cash and marketable securities balance of $59.5 billion by the end of 2022—or $76.1 billion assuming it sells its interest in the consumer healthcare business that&nbsp;GlaxoSmithKline&nbsp;(GSK) is spinning out next year.</p>\n<p>With $76.1 billion burning a hole in its corporate pocket, Pfizer would have the firepower to buy just about anything it wanted to next year. That could create an interesting guessing game for investors. It could also potentially heat up the large-cap biotech market, particularly amid speculation that&nbsp;Novartis&nbsp;(NVS) is also looking for a big-ticket purchase, after selling a stake in&nbsp;Roche Holding&nbsp;(RHHBY) worth more than $20 billion.</p>\n<p>In his Tuesday note, Porges increased his target price on Pfizer stock to $52, from a previous $48. He maintained his Market Perform rating on the stock. Pfizer shares closed at $51.20 on Monday and were down 0.3% in premarket trading on Tuesday. The stock is up 39.1% so far this year.</p>\n<p>Earlier this month, <i>Barron’s</i>argued in a magazine feature that the apparent efficacy of Pfizer’s Covid-19 antiviral showed that the bet that the company had taken on its own science was a good one, and that the stock was a good long-term investment.</p>\n<p>Porges’ estimates are well beyond the FactSet analyst consensus estimates, which have Pfizer reporting $81.5 billion in revenues in 2022, and $66 billion in 2023. Porges wrote that his forecasts for sales of the antiviral, known as Paxlovid, are based on historical stockpiling of flu antivirals between 2005 and 2007.</p>\n<p>“Merck and Pfizer have announced contracts to supply their antivirals to the U.S. government worth $2.2bn (3.1mm courses) and $5.29bn (10mm courses), respectively for 2022, and we expect many more contracts in the coming months,” Porges wrote. “The first two contracts are sufficient for 46% of the cases of COVID that have been diagnosed so far in 2021, and if consigned to stockpiling, would cover only 4% of the U.S. population.”</p>\n<p>The Food and Drug Administration has scheduled an advisory committee hearing to consider authorization of&nbsp;Merck‘s (MRK) Covid-19 antiviral at the end of November. A meeting to consider Pfizer’s antiviral hasn’t yet been scheduled, but is expected soon after.</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>Pfizer Could Join a Rare Club Next Year With Revenue Above $100B</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\">\nPfizer Could Join a Rare Club Next Year With Revenue Above $100B\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/pfizer-stock-sales-covid-19-vaccine-pill-51637676691?mod=hp_DAY_0><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer‘s revenue will top $100 billion next year, boosted by sales of its Covid-19 vaccine and its new Covid-19 antiviral pill, according to SVB Leerink.\nThat’s up from $41.9 billion in 2020, and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/pfizer-stock-sales-covid-19-vaccine-pill-51637676691?mod=hp_DAY_0\">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"},"source_url":"https://www.barrons.com/articles/pfizer-stock-sales-covid-19-vaccine-pill-51637676691?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156246084","content_text":"Pfizer‘s revenue will top $100 billion next year, boosted by sales of its Covid-19 vaccine and its new Covid-19 antiviral pill, according to SVB Leerink.\nThat’s up from $41.9 billion in 2020, and the FactSet consensus estimate of $80.7 billion in 2021.\nAnalyst Dr. Geoffrey Porges wrote in a note out early Tuesday that he expects Pfizer (ticker: PFE) to sell $24 billion worth of its Covid-19 pill next year, and $33 billion in 2023. He also increased his estimate for sales of Pfizer’s Covid-19 vaccine next year to $30 billion, from his previous estimate of $23 billion.\nThat would briefly put Pfizer in the rarefied club of S&P 500 companies that clock more than $100 billion per year in revenue, including Walmart (WMT),Amazon (AMZN),Apple (APPL), and CVS Health (CVS).\nWhat’s more, it would leave the company with an enormous war chest by the end of 2022. Porges expects Pfizer to have a cash and marketable securities balance of $59.5 billion by the end of 2022—or $76.1 billion assuming it sells its interest in the consumer healthcare business that GlaxoSmithKline (GSK) is spinning out next year.\nWith $76.1 billion burning a hole in its corporate pocket, Pfizer would have the firepower to buy just about anything it wanted to next year. That could create an interesting guessing game for investors. It could also potentially heat up the large-cap biotech market, particularly amid speculation that Novartis (NVS) is also looking for a big-ticket purchase, after selling a stake in Roche Holding (RHHBY) worth more than $20 billion.\nIn his Tuesday note, Porges increased his target price on Pfizer stock to $52, from a previous $48. He maintained his Market Perform rating on the stock. Pfizer shares closed at $51.20 on Monday and were down 0.3% in premarket trading on Tuesday. The stock is up 39.1% so far this year.\nEarlier this month, Barron’sargued in a magazine feature that the apparent efficacy of Pfizer’s Covid-19 antiviral showed that the bet that the company had taken on its own science was a good one, and that the stock was a good long-term investment.\nPorges’ estimates are well beyond the FactSet analyst consensus estimates, which have Pfizer reporting $81.5 billion in revenues in 2022, and $66 billion in 2023. Porges wrote that his forecasts for sales of the antiviral, known as Paxlovid, are based on historical stockpiling of flu antivirals between 2005 and 2007.\n“Merck and Pfizer have announced contracts to supply their antivirals to the U.S. government worth $2.2bn (3.1mm courses) and $5.29bn (10mm courses), respectively for 2022, and we expect many more contracts in the coming months,” Porges wrote. “The first two contracts are sufficient for 46% of the cases of COVID that have been diagnosed so far in 2021, and if consigned to stockpiling, would cover only 4% of the U.S. population.”\nThe Food and Drug Administration has scheduled an advisory committee hearing to consider authorization of Merck‘s (MRK) Covid-19 antiviral at the end of November. A meeting to consider Pfizer’s antiviral hasn’t yet been scheduled, but is expected soon after.","news_type":1},"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873102127,"gmtCreate":1636870716856,"gmtModify":1636870716856,"author":{"id":"3582709148429690","authorId":"3582709148429690","name":"OneZeroKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582709148429690","authorIdStr":"3582709148429690"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873102127","repostId":"1103944030","repostType":4,"repost":{"id":"1103944030","kind":"news","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&nbsp;— aka Facebook — at the top of most lists and&nbsp;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&nbsp;$200 billion&nbsp;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>&nbsp;ServiceNow&nbsp;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&nbsp;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.&nbsp;The company’s market value is about $138 billion as of Monday.</p>\n<p><b>2. Qualcomm:</b>Qualcomm’s&nbsp;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>&nbsp;I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel&nbsp;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&nbsp;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&nbsp;&nbsp;&nbsp;<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":{"QCOM":"高通","NVDA":"英伟达","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":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":873102127,"gmtCreate":1636870716856,"gmtModify":1636870716856,"author":{"id":"3582709148429690","authorId":"3582709148429690","name":"OneZeroKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582709148429690","authorIdStr":"3582709148429690"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873102127","repostId":"1103944030","repostType":4,"repost":{"id":"1103944030","kind":"news","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&nbsp;— aka Facebook — at the top of most lists and&nbsp;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&nbsp;$200 billion&nbsp;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>&nbsp;ServiceNow&nbsp;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&nbsp;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.&nbsp;The company’s market value is about $138 billion as of Monday.</p>\n<p><b>2. Qualcomm:</b>Qualcomm’s&nbsp;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>&nbsp;I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel&nbsp;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&nbsp;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&nbsp;&nbsp;&nbsp;<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":{"QCOM":"高通","NVDA":"英伟达","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 $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699963354,"gmtCreate":1639736312969,"gmtModify":1639737971251,"author":{"id":"3582709148429690","authorId":"3582709148429690","name":"OneZeroKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582709148429690","authorIdStr":"3582709148429690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>and&nbsp;<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>Why do both banks drop suddenly when trading almost closed&nbsp;while&nbsp;<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>still remain green.","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>and&nbsp;<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>Why do both banks drop suddenly when trading almost closed&nbsp;while&nbsp;<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>still remain green.","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$and $UNITED OVERSEAS BANK LIMITED(U11.SI)$Why do both banks drop suddenly when trading almost closed while $DBS GROUP HOLDINGS LTD(D05.SI)$still remain green.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699963354","isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874990901,"gmtCreate":1637717625414,"gmtModify":1637717625414,"author":{"id":"3582709148429690","authorId":"3582709148429690","name":"OneZeroKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582709148429690","authorIdStr":"3582709148429690"},"themes":[],"htmlText":"Cool&nbsp;","listText":"Cool&nbsp;","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874990901","repostId":"1156246084","repostType":2,"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}