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semsem
2021-09-29
Nothing changes 🤣
semsem
2021-09-29
Nothing changes 🤣🤣🤣
semsem
2021-09-29
$Vertex(VTNR)$
bbetter to sell
semsem
2021-09-27
$MasterCard(MA)$
good choice
semsem
2021-09-25
$TAL Education Group(TAL)$
what a drop
semsem
2021-09-22
$Jamf Holding(JAMF)$
good choice
semsem
2021-09-19
$Bilibili Inc.(BILI)$
take care
semsem
2021-09-17
$MasterCard(MA)$
good
semsem
2021-09-17
$MasterCard(MA)$
good
semsem
2021-09-15
$Grayscale Ethereum Classic Trust (ETC)(ETCG)$
good choice 💪
semsem
2021-09-15
Nothing 😅
semsem
2021-09-14
$Intel(INTC)$
ggood choice
semsem
2021-09-13
Nothing 😅
semsem
2021-09-13
$Jamf Holding(JAMF)$
wise choice to earn money
semsem
2021-09-13
$Jamf Holding(JAMF)$
wonderful choose 👍
semsem
2021-09-12
Nothing
semsem
2021-09-12
$Jamf Holding(JAMF)$
good choice
semsem
2021-09-11
$Starbucks(SBUX)$
first stock I invest with
semsem
2021-09-11
$Jamf Holding(JAMF)$
ggood choice to earn moneyWhat do you think?
semsem
2021-09-08
$Bilibili Inc.(BILI)$
aas i said before, it's really wonderful choice to buyWhat do you think will happen today?I think it will going up again
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href=\"https://laohu8.com/S/MA\">$MasterCard(MA)$</a>good","text":"$MasterCard(MA)$good","images":[{"img":"https://static.tigerbbs.com/07bd0de52d7390900b4f63003a33ddd1","width":"1080","height":"2116"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884195939","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":882511012,"gmtCreate":1631706255536,"gmtModify":1631889324360,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582710052830337","idStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETCG\">$Grayscale Ethereum Classic Trust (ETC)(ETCG)$</a>good choice 💪","listText":"<a 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😅","images":[{"img":"https://static.tigerbbs.com/9a644c82db1637fd4de505bc17369b1f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888573046","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888579901,"gmtCreate":1631512686503,"gmtModify":1631889324364,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582710052830337","idStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>wise choice to earn money","listText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>wise choice to earn money","text":"$Jamf Holding(JAMF)$wise choice to earn money","images":[{"img":"https://static.tigerbbs.com/9af30fba2e67459e07d40c73388ac08b","width":"1080","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888579901","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888570439,"gmtCreate":1631512662821,"gmtModify":1631889324369,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582710052830337","idStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>wonderful choose 👍","listText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>wonderful choose 👍","text":"$Jamf Holding(JAMF)$wonderful choose 👍","images":[{"img":"https://static.tigerbbs.com/9af30fba2e67459e07d40c73388ac08b","width":"1080","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888570439","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888926449,"gmtCreate":1631424649281,"gmtModify":1631889324370,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582710052830337","idStr":"3582710052830337"},"themes":[],"htmlText":"Nothing","listText":"Nothing","text":"Nothing","images":[{"img":"https://static.tigerbbs.com/9a644c82db1637fd4de505bc17369b1f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888926449","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888928781,"gmtCreate":1631424535443,"gmtModify":1631889324374,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582710052830337","idStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>good choice","listText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>good choice","text":"$Jamf Holding(JAMF)$good choice","images":[{"img":"https://static.tigerbbs.com/0481efee58365eeb9f66f84ea0cabdcc","width":"1080","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888928781","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881257492,"gmtCreate":1631350210916,"gmtModify":1631885469337,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582710052830337","idStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>first stock I invest with","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>first stock I invest with","text":"$Starbucks(SBUX)$first stock I invest with","images":[{"img":"https://static.tigerbbs.com/60a8e668a6b41b431294f99b5a754cbc","width":"1080","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881257492","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881382565,"gmtCreate":1631293245457,"gmtModify":1631889324378,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582710052830337","idStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>ggood choice to earn moneyWhat do you think?","listText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>ggood choice to earn moneyWhat do you think?","text":"$Jamf Holding(JAMF)$ggood choice to earn moneyWhat do you think?","images":[{"img":"https://static.tigerbbs.com/2c3b839e4562432d14dfaf8481b33b2d","width":"1080","height":"2234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881382565","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":889085646,"gmtCreate":1631092058085,"gmtModify":1631883591602,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582710052830337","idStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$Bilibili Inc.(BILI)$</a>aas i said before, it's really wonderful choice to buyWhat do you think will happen today?I think it will going up again","listText":"<a href=\"https://laohu8.com/S/BILI\">$Bilibili Inc.(BILI)$</a>aas i said before, it's really wonderful choice to buyWhat do you think will happen today?I think it will going up again","text":"$Bilibili Inc.(BILI)$aas i said before, it's really wonderful choice to buyWhat do you think will happen today?I think it will going up again","images":[{"img":"https://static.tigerbbs.com/785040c5f8a92142f262604fabc7129e","width":"1080","height":"2416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889085646","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":836297180,"gmtCreate":1629496250640,"gmtModify":1631889324367,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's wonderful 👍","listText":"That's wonderful 👍","text":"That's wonderful 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/836297180","repostId":"2160710721","repostType":4,"repost":{"id":"2160710721","pubTimestamp":1629473265,"share":"https://www.laohu8.com/m/news/2160710721?lang=&edition=full","pubTime":"2021-08-20 23:27","market":"us","language":"en","title":"Is Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160710721","media":"Zacks","summary":"Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. ","content":"<p><b>Moderna</b>’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of heart inflammation, in younger adults per a <a href=\"https://laohu8.com/S/WASH\">Washington</a> <a href=\"https://laohu8.com/S/POST\">Post</a> article. The article implies that the risk of myocarditis following inoculation with mRNA-1273 can be more than previously thought and is also higher than <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>/<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>’s mRNA-based vaccine, BNT162b.</p>\n<p>Per the same <a href=\"https://laohu8.com/S/WRE\">Washington</a> Post article, the claims of higher risk of myocarditis, especially for males below the age of 30 or so, following Moderna’s jab are majorly based on data from Canada. The same data suggests that vaccination with mRNA-1273 may increase the risk of incidence of myocarditis by 2.5-fold compared to BNT162b. U.S. health officials are currently reviewing the data as well as data generated in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States for a possible link to higher risk of heart inflammation. The report stated that the officials believe it is too early to conclude and issue any kind of new or revised warning or recommendation for mRNA-1273.</p>\n<p>We note that Pfizer’s BNT162b is already leading the vaccination race with $11.3 billion sales in the first half of 2021 compared to nearly $6 billion of sales from mRNA-1273. Moreover, the anticipated sales for 2021 for BNT162b and mRNA-1273 stands at $33.5 billion and approximately $19.2 billion, respectively.</p>\n<p>Meanwhile, U.S. health officials have decided to start providing booster doses to the country’s citizens beginning in the first week of fall that will start on Sep 20. Amid rising support for booster doses for better protection against the Delta variant, the potential link to higher risk of heart inflammation may hurt demand for Moderna’s mRNA-1273, pushing it further back in the competition. Moreover, a few new COVID-19 vaccines may enter the U.S. markets this year, which will result in increased competition.</p>\n<p>Shares of Moderna fell 5.8% on Aug 19, following the reports on probe for higher risk of heart inflammation. The company’s shares have surged 259.4% so far this year against the industry’s decrease of 0.3%.</p>\n<p><img src=\"https://static.tigerbbs.com/01ae6084260e85bc39bcd6d72d8d9ae0\" tg-width=\"620\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p>Image Source: Zacks Investment Research</p>\n<p>We note that the CDC concluded earlier in June that there is a “likely association” between mRNA-based COVID-19 vaccines and increased cases of heart inflammation, including myocarditis and pericarditis, in adolescents and younger adults. Heart inflammation was reported after the first dose of mRNA-1273 and BNT162b in a small proportion of individuals,which increased further following the second dose. However, similar inflammation cases were not reported following vaccination with <b>J&J</b>’s JNJ adenovirus-based COVID-19 vaccine. Following the investigation, the labels of both mRNA-based vaccines were updated to include a warning label for increased risk of myocarditis.</p>\n<p>Meanwhile, the United States is not the only country to probe various risks with possible links to mRNA-based COVID-19 vaccines. Earlier this month, the European Medicines Agency initiated an investigation to study three new conditions found in a small proportion of individuals receiving mRNA-based vaccination. The individuals immunized with an mRNA-based vaccine reported that they developed either erythema multiforme (allergic skin reaction), glomerulonephritis (kidney inflammation) and/or nephrotic syndrome (renal disorder).</p>\n<h3><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> Price</h3>\n<p><img src=\"https://static.tigerbbs.com/33512fafdd460236be3b7bc6e113462a\" tg-width=\"545\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> price | Moderna, Inc. Quote</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:27 GMT+8 <a href=https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2160710721","content_text":"Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of heart inflammation, in younger adults per a Washington Post article. The article implies that the risk of myocarditis following inoculation with mRNA-1273 can be more than previously thought and is also higher than Pfizer/BioNTech SE’s mRNA-based vaccine, BNT162b.\nPer the same Washington Post article, the claims of higher risk of myocarditis, especially for males below the age of 30 or so, following Moderna’s jab are majorly based on data from Canada. The same data suggests that vaccination with mRNA-1273 may increase the risk of incidence of myocarditis by 2.5-fold compared to BNT162b. U.S. health officials are currently reviewing the data as well as data generated in the United States for a possible link to higher risk of heart inflammation. The report stated that the officials believe it is too early to conclude and issue any kind of new or revised warning or recommendation for mRNA-1273.\nWe note that Pfizer’s BNT162b is already leading the vaccination race with $11.3 billion sales in the first half of 2021 compared to nearly $6 billion of sales from mRNA-1273. Moreover, the anticipated sales for 2021 for BNT162b and mRNA-1273 stands at $33.5 billion and approximately $19.2 billion, respectively.\nMeanwhile, U.S. health officials have decided to start providing booster doses to the country’s citizens beginning in the first week of fall that will start on Sep 20. Amid rising support for booster doses for better protection against the Delta variant, the potential link to higher risk of heart inflammation may hurt demand for Moderna’s mRNA-1273, pushing it further back in the competition. Moreover, a few new COVID-19 vaccines may enter the U.S. markets this year, which will result in increased competition.\nShares of Moderna fell 5.8% on Aug 19, following the reports on probe for higher risk of heart inflammation. The company’s shares have surged 259.4% so far this year against the industry’s decrease of 0.3%.\n\nImage Source: Zacks Investment Research\nWe note that the CDC concluded earlier in June that there is a “likely association” between mRNA-based COVID-19 vaccines and increased cases of heart inflammation, including myocarditis and pericarditis, in adolescents and younger adults. Heart inflammation was reported after the first dose of mRNA-1273 and BNT162b in a small proportion of individuals,which increased further following the second dose. However, similar inflammation cases were not reported following vaccination with J&J’s JNJ adenovirus-based COVID-19 vaccine. Following the investigation, the labels of both mRNA-based vaccines were updated to include a warning label for increased risk of myocarditis.\nMeanwhile, the United States is not the only country to probe various risks with possible links to mRNA-based COVID-19 vaccines. Earlier this month, the European Medicines Agency initiated an investigation to study three new conditions found in a small proportion of individuals receiving mRNA-based vaccination. The individuals immunized with an mRNA-based vaccine reported that they developed either erythema multiforme (allergic skin reaction), glomerulonephritis (kidney inflammation) and/or nephrotic syndrome (renal disorder).\nModerna, Inc. Price\n\nModerna, Inc. price | Moderna, Inc. Quote","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836294431,"gmtCreate":1629496185123,"gmtModify":1631889324386,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's wonderful","listText":"That's wonderful","text":"That's wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/836294431","repostId":"1191201221","repostType":4,"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836825048,"gmtCreate":1629471058484,"gmtModify":1631889324398,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836825048","repostId":"2160105657","repostType":4,"repost":{"id":"2160105657","pubTimestamp":1629471000,"share":"https://www.laohu8.com/m/news/2160105657?lang=&edition=full","pubTime":"2021-08-20 22:50","market":"us","language":"en","title":"Why Azul Stock Is Down This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2160105657","media":"Motley Fool","summary":"The airline can't gain altitude as long as the pandemic is out of control.","content":"<h2>What happened</h2>\n<p>Shares of Brazilian airline <b><a href=\"https://laohu8.com/S/AZUL\">Azul S.A.</a></b> (NYSE: AZUL) got caught up in a wave of pessimism surrounding its home country's handling of the pandemic, with the stock down nearly 9% for the week as of Friday morning trading.</p>\n<h2>So what</h2>\n<p>Airline stocks, and Latin American airlines in particular, were hit hard by COVID-19, but Azul has proven itself to be one of the healthiest in the region. The company is attempting to move on from the pandemic, plotting a bid for the Brazilian operations of bankrupt <b>LATAM Airlines Group</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/96fe9132c7ac75b725cb49903f9f64af\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<p>But the upside for even the best-run airlines is limited as long as the pandemic is running rampant, and Brazil continues to struggle with COVID-19. The country recorded 36,000 new cases and nearly 1,000 deaths in one 24-hour period this week, and Brazil's president is a vaccine skeptic.</p>\n<p>The lack of a quick recovery in Brazil arguably gives Azul a leg up in its effort to buy the LATAM assets, as the bankrupt company will find it harder to come up with a competing restructuring plan without clear signs of revenue growth in the region. But Azul's core business is likely to struggle if travel demand takes a hit. That risk that is driving investors to the sidelines.</p>\n<h2>Now what</h2>\n<p>Azul shares remain in a holding pattern. The stock has nearly doubled off of its early pandemic low, but is still down significantly compared to where it traded prior to the health crisis.</p>\n<p><img src=\"https://static.tigerbbs.com/bb2fc1f4e2268e3cfc0b3aaa1c497140\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AZUL data by YCharts.</p>\n<p>There is real promise in this business, and Azul has the balance sheet to fly through this turbulence. But after a number of false starts it is now apparent the stock is not going to be able to gain altitude as quickly as investors had hoped. With the pandemic still a major issue throughout Latin America, we could be well into 2022 before there is a real turnaround.</p>\n<p>For those who can ride out this rough patch, Azul looks like one of the better investment opportunities in international aviation. Just be advised that the headwinds the airline currently faces are not likely to subside anytime soon.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Azul Stock Is Down This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Azul Stock Is Down This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 22:50 GMT+8 <a href=https://www.fool.com/investing/2021/08/20/why-azul-stock-is-down-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of Brazilian airline Azul S.A. (NYSE: AZUL) got caught up in a wave of pessimism surrounding its home country's handling of the pandemic, with the stock down nearly 9% for the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/20/why-azul-stock-is-down-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZUL":"Azul S.A."},"source_url":"https://www.fool.com/investing/2021/08/20/why-azul-stock-is-down-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160105657","content_text":"What happened\nShares of Brazilian airline Azul S.A. (NYSE: AZUL) got caught up in a wave of pessimism surrounding its home country's handling of the pandemic, with the stock down nearly 9% for the week as of Friday morning trading.\nSo what\nAirline stocks, and Latin American airlines in particular, were hit hard by COVID-19, but Azul has proven itself to be one of the healthiest in the region. The company is attempting to move on from the pandemic, plotting a bid for the Brazilian operations of bankrupt LATAM Airlines Group.\n\nImage source: Getty Images.\nBut the upside for even the best-run airlines is limited as long as the pandemic is running rampant, and Brazil continues to struggle with COVID-19. The country recorded 36,000 new cases and nearly 1,000 deaths in one 24-hour period this week, and Brazil's president is a vaccine skeptic.\nThe lack of a quick recovery in Brazil arguably gives Azul a leg up in its effort to buy the LATAM assets, as the bankrupt company will find it harder to come up with a competing restructuring plan without clear signs of revenue growth in the region. But Azul's core business is likely to struggle if travel demand takes a hit. That risk that is driving investors to the sidelines.\nNow what\nAzul shares remain in a holding pattern. The stock has nearly doubled off of its early pandemic low, but is still down significantly compared to where it traded prior to the health crisis.\n\nAZUL data by YCharts.\nThere is real promise in this business, and Azul has the balance sheet to fly through this turbulence. But after a number of false starts it is now apparent the stock is not going to be able to gain altitude as quickly as investors had hoped. With the pandemic still a major issue throughout Latin America, we could be well into 2022 before there is a real turnaround.\nFor those who can ride out this rough patch, Azul looks like one of the better investment opportunities in international aviation. Just be advised that the headwinds the airline currently faces are not likely to subside anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111334556,"gmtCreate":1622651890275,"gmtModify":1631889324419,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Cool ","listText":"Cool ","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111334556","repostId":"1190877618","repostType":4,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111014655,"gmtCreate":1622644223077,"gmtModify":1631889324435,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Wonderful 👍","listText":"Wonderful 👍","text":"Wonderful 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/111014655","repostId":"1188552613","repostType":4,"repost":{"id":"1188552613","pubTimestamp":1622627641,"share":"https://www.laohu8.com/m/news/1188552613?lang=&edition=full","pubTime":"2021-06-02 17:54","market":"us","language":"en","title":"AMC Stock Is Surging Again. How to Make Sense of the Move.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188552613","media":"Barrons","summary":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, th","content":"<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into speculative territory.</p>\n<p>But it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.</p>\n<p>Shares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office. Shares were up another 34%, to $42.92, in premarket trading Wednesday.</p>\n<p>Even if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.</p>\n<p>AMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.</p>\n<p>So, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.</p>\n<p>Back then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.</p>\n<p>The upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.</p>\n<p>In those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.</p>\n<p>Maybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.</p>\n<p>If AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.</p>\n<p>Then, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.</p>\n<p>There are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.</p>\n<p>Also, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.</p>\n<p>AMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.</p>\n<p>There is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.</p>\n<p>AMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.</p>\n<p>Wall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.</p>\n<p>Analysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.</p>\n<p>And that’s just another way of saying that AMC bulls are a long way from making the math work.</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>AMC Stock Is Surging Again. How to Make Sense of the Move.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Stock Is Surging Again. How to Make Sense of the Move.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 17:54 GMT+8 <a href=https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188552613","content_text":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into speculative territory.\nBut it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.\nShares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office. Shares were up another 34%, to $42.92, in premarket trading Wednesday.\nEven if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.\nAMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.\nSo, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.\nBack then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.\nThe upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.\nIn those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.\nMaybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.\nIf AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.\nThen, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.\nThere are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.\nAlso, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.\nAMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.\nThere is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.\nAMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.\nWall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.\nAnalysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.\nAnd that’s just another way of saying that AMC bulls are a long way from making the math work.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836230843,"gmtCreate":1629496508782,"gmtModify":1631889324414,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"I think that's totally right","listText":"I think that's totally right","text":"I think that's totally right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836230843","repostId":"2160710910","repostType":4,"repost":{"id":"2160710910","pubTimestamp":1629471420,"share":"https://www.laohu8.com/m/news/2160710910?lang=&edition=full","pubTime":"2021-08-20 22:57","market":"us","language":"en","title":"Here's How Much a $1000 Investment in Tractor Supply Made 10 Years Ago Would Be Worth Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2160710910","media":"Zacks","summary":"For most investors, how much a stock's price changes over time is important. This factor can impact ","content":"<p>For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries.</p>\n<p>The fear of missing out, or FOMO, also plays a factor in investing, especially with particular tech giants, as well as popular consumer-facing stocks.</p>\n<p>What if you'd invested in Tractor Supply (TSCO) ten years ago? It may not have been easy to hold on to TSCO for all that time, but if you did, how much would your investment be worth today?</p>\n<p><b>Tractor Supply's Business In-Depth</b></p>\n<p>With that in mind, let's take a look at Tractor Supply's main business drivers.</p>\n<p>Headquartered in Brentwood, TN, <a href=\"https://laohu8.com/S/TSCO\">Tractor Supply Company</a> is the largest retail farm and ranch store chain in the United States. The company focuses on recreational farmers and ranchers as well as tradesmen and small businesses. It offers a wide array of merchandise such as livestock, pet and animal products, maintenance products for agricultural and rural use, hardware and tools, lawn and garden power equipment, truck and towing products, and work apparel.</p>\n<p>Stores of Tractor Supply are primarily located in rural areas and the suburbs of major cities, which have inside selling space of 15,000–20,000 square feet with a similar area of outside space, used to demonstrate agricultural fencing, livestock equipment and horse stalls. Petsense stores have roughly 5,500 square feet of inside selling space. For Tractor Supply retail locations, the company has a standard design for the new built-to-suit locations, including nearly 15,500 square feet of inside selling space.</p>\n<p>Tractor Supply’s broad assortment of products is tailored to meet the regional and geographic needs of its markets. Moreover, the retailer’s full line of product offerings is supported by a strong in-stock inventory position with an average of 16,000–19,500 unique products per store.</p>\n<p>Apart from selling nationally recognized branded merchandise, the company also markets an increasing list of products under its “private-label programs.” The latter include Masterhand and Job Smart (tools and tool chests), Dumor and Producers Pride (livestock feed) and Retriever and Paws ‘n Claws (pet foods). Further, the company recently acquired 100% stake in Petsense, to fortify its presence in the pet specialty space.</p>\n<p>Tractor Supply operates retail stores under the names Tractor Supply Company, Del’s Feed & Farm Supply, and Petsense as well as operate websites under the names TractorSupply.com and Petsense.com. Its online selling websites are expected to offer expanded assortment of products beyond in-store as well as boost store traffic through buy online, pickup in-store and ship to store programs.</p>\n<p>As of Jun 26, 2021, the company operated 1,955 Tractor Supply stores across 49 states and 174 Petsense stores in 23 states.</p>\n<p><b>Bottom Line</b></p>\n<p>Anyone can invest, but building a successful investment portfolio requires research, patience, and a little bit of risk. So, if you had invested in Tractor Supply ten years ago, you're likely feeling pretty good about your investment today.</p>\n<p>A $1000 investment made in August 2011 would be worth $7,295.66, or a 629.57% gain, as of August 20, 2021, according to our calculations. Investors should note that this return excludes dividends but includes price increases.</p>\n<p>The S&P 500 rose 292.14% and the price of gold increased -7.41% over the same time frame in comparison.</p>\n<p>Analysts are anticipating more upside for TSCO.</p>\n<p>Shares of Tractor Supply have outpaced the industry year to date driven by a robust surprise trend. The company’s earnings and sales beat estimates in second-quarter 2021, marking the sixth straight earnings surprise and fifth consecutive sales beat. Results gained from robust comps growth across all regions and key categories on strength in demand for seasonal categories and everyday merchandise such as consumable, usable and edible products. It witnessed record e-commerce sales in the second quarter on the back of mobile app and the Neighbor's Club loyalty program. Management raised its 2021 view. The company’s Life Out Here and ‘ONETractor’ strategies also bode well. However, higher imports, freight, wages, and commodity costs remain concerns. Consequently, it expects gross margin to decline in the second half of 2021.</p>\n<p>The stock is up 6.86% over the past four weeks, and no earnings estimate has gone lower in the past two months, compared to 12 higher, for fiscal 2021. The consensus estimate has moved up as well.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's How Much a $1000 Investment in Tractor Supply Made 10 Years Ago Would Be Worth Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's How Much a $1000 Investment in Tractor Supply Made 10 Years Ago Would Be Worth Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 22:57 GMT+8 <a href=https://finance.yahoo.com/news/heres-much-1000-investment-tractor-123012840.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/heres-much-1000-investment-tractor-123012840.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSCO":"拖拉机供应公司"},"source_url":"https://finance.yahoo.com/news/heres-much-1000-investment-tractor-123012840.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2160710910","content_text":"For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries.\nThe fear of missing out, or FOMO, also plays a factor in investing, especially with particular tech giants, as well as popular consumer-facing stocks.\nWhat if you'd invested in Tractor Supply (TSCO) ten years ago? It may not have been easy to hold on to TSCO for all that time, but if you did, how much would your investment be worth today?\nTractor Supply's Business In-Depth\nWith that in mind, let's take a look at Tractor Supply's main business drivers.\nHeadquartered in Brentwood, TN, Tractor Supply Company is the largest retail farm and ranch store chain in the United States. The company focuses on recreational farmers and ranchers as well as tradesmen and small businesses. It offers a wide array of merchandise such as livestock, pet and animal products, maintenance products for agricultural and rural use, hardware and tools, lawn and garden power equipment, truck and towing products, and work apparel.\nStores of Tractor Supply are primarily located in rural areas and the suburbs of major cities, which have inside selling space of 15,000–20,000 square feet with a similar area of outside space, used to demonstrate agricultural fencing, livestock equipment and horse stalls. Petsense stores have roughly 5,500 square feet of inside selling space. For Tractor Supply retail locations, the company has a standard design for the new built-to-suit locations, including nearly 15,500 square feet of inside selling space.\nTractor Supply’s broad assortment of products is tailored to meet the regional and geographic needs of its markets. Moreover, the retailer’s full line of product offerings is supported by a strong in-stock inventory position with an average of 16,000–19,500 unique products per store.\nApart from selling nationally recognized branded merchandise, the company also markets an increasing list of products under its “private-label programs.” The latter include Masterhand and Job Smart (tools and tool chests), Dumor and Producers Pride (livestock feed) and Retriever and Paws ‘n Claws (pet foods). Further, the company recently acquired 100% stake in Petsense, to fortify its presence in the pet specialty space.\nTractor Supply operates retail stores under the names Tractor Supply Company, Del’s Feed & Farm Supply, and Petsense as well as operate websites under the names TractorSupply.com and Petsense.com. Its online selling websites are expected to offer expanded assortment of products beyond in-store as well as boost store traffic through buy online, pickup in-store and ship to store programs.\nAs of Jun 26, 2021, the company operated 1,955 Tractor Supply stores across 49 states and 174 Petsense stores in 23 states.\nBottom Line\nAnyone can invest, but building a successful investment portfolio requires research, patience, and a little bit of risk. So, if you had invested in Tractor Supply ten years ago, you're likely feeling pretty good about your investment today.\nA $1000 investment made in August 2011 would be worth $7,295.66, or a 629.57% gain, as of August 20, 2021, according to our calculations. Investors should note that this return excludes dividends but includes price increases.\nThe S&P 500 rose 292.14% and the price of gold increased -7.41% over the same time frame in comparison.\nAnalysts are anticipating more upside for TSCO.\nShares of Tractor Supply have outpaced the industry year to date driven by a robust surprise trend. The company’s earnings and sales beat estimates in second-quarter 2021, marking the sixth straight earnings surprise and fifth consecutive sales beat. Results gained from robust comps growth across all regions and key categories on strength in demand for seasonal categories and everyday merchandise such as consumable, usable and edible products. It witnessed record e-commerce sales in the second quarter on the back of mobile app and the Neighbor's Club loyalty program. Management raised its 2021 view. The company’s Life Out Here and ‘ONETractor’ strategies also bode well. However, higher imports, freight, wages, and commodity costs remain concerns. Consequently, it expects gross margin to decline in the second half of 2021.\nThe stock is up 6.86% over the past four weeks, and no earnings estimate has gone lower in the past two months, compared to 12 higher, for fiscal 2021. The consensus estimate has moved up as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836684468,"gmtCreate":1629476452954,"gmtModify":1631889324458,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's good","listText":"That's good","text":"That's good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836684468","repostId":"1129576857","repostType":4,"repost":{"id":"1129576857","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629469072,"share":"https://www.laohu8.com/m/news/1129576857?lang=&edition=full","pubTime":"2021-08-20 22:17","market":"us","language":"en","title":"Both China and Europe Issued Data Security-Related Law, Why Does the US NOT Have Such A Bill?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129576857","media":"Tiger Newspress","summary":"China's National People's Congress on Friday passed a law designed to protect online user data priva","content":"<p>China's National People's Congress on Friday passed a law designed to protect online user data privacy and will implement the policy from Nov. 1, which is the second law in the world against data privacy. The world's first and currently the most influential related law is the General Data Protection Regulation (\"GDPR\" for short) implemented by the European Union in May 2018. Let's primarily focus on the similarities and differences between the two laws of China and Europe.</p>\n<p>In terms of background, both China and European laws are formulated to deal with the collection and use of personal data by technology companies. In terms of content, both two laws include two aspects: (1) the requirements for the use of data within the country; (2) the requirements for the data to be exported abroad. From the view of specific regulations, China's sensitive personal information has a broader scope than GDPR. Why? Because the technology has been developing, and data that was not covered by the EU's law three years ago may now become a method for technology companies to profit. From the perspective of fines, the two laws are very similar, and both adopt the percentage of annual income as a reference. Specifically, the law issued by China decides a fine of 5% annual income, while that of EU law is 4% annual income.</p>\n<p>Compared to China and Europe, the United States is the country that suffers the most from data abuse by technology companies. From a domestic perspective, the 2016 U.S. election was impacted by the abuse of user data by Facebook and Cambridge Analytica, which directly affected the result of the U.S. election. From an international perspective, American companies are often harassed by international hackers. Therefore, the United States should have promoted data privacy protection. However, the reality we see is not the case.</p>\n<p>1. The main motive for Europe to promote the \"GDPR\" is to fight against American technology companies. Unlike China, most of the Internet technology products used by the people in Europe are provided by Americans, such as <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>. In recent years, the European Union government has been very unwelcome to American technology companies. Hence, the direct motive for the introduction of the \"GDPR\" is to confront American technology companies. American politicians also realized that the global Internet has been monopolized by American companies, and there is no need for the country to regulate these companies when Europeans are trying every means to cope with them.</p>\n<p>2. U.S. technology companies make great contributions to U.S. politics, serving as the benefactors of U.S. politicians. Facebook and Amazon spend nearly $20 million each year to influence politicians, making the first and second place in the rankings (pictured below). Looking at the cost, it is easy for us to understand why Facebook can affect the US election result.</p>\n<p><img src=\"https://static.tigerbbs.com/1fd66413cd6015a7a23f4aaab6f39214\" tg-width=\"554\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p>\n<p>Internally, the US Congress turns a blind eye. Externally, US technology companies are a weapon for US expansion. As a result, the country will not issue such a bill to restrict its technology companies.</p>\n<p>Although there is an invisible, tacit \"agreement\" between the U.S. government and technology companies, the two sides will not collaborate closely. Or else, it will trigger a strong backlash from the public. A recent case that has caused frantic discussion on data privacy in America is Apple's revision of privacy on the iPhone. The company plans to scan iPhone photos to identify and report collected child sexual abuse images. The move was welcomed by the children's protection organizations, but it was criticized by more people, thinking that Apple's action would help the government to snoop on personal privacy. Otherwise, Apple once fought hard against the FBI's requirements and has repeatedly refused to unlock the terrorist's iPhone. So, technology companies in the United States must keep a distance from the US government, and the government will not reach out to those companies.</p>\n<p>Proper respect and concern may be the secret for the government and technology companies to coexist.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Both China and Europe Issued Data Security-Related Law, Why Does the US NOT Have Such A Bill?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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\">\nBoth China and Europe Issued Data Security-Related Law, Why Does the US NOT Have Such A Bill?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-20 22:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>China's National People's Congress on Friday passed a law designed to protect online user data privacy and will implement the policy from Nov. 1, which is the second law in the world against data privacy. The world's first and currently the most influential related law is the General Data Protection Regulation (\"GDPR\" for short) implemented by the European Union in May 2018. Let's primarily focus on the similarities and differences between the two laws of China and Europe.</p>\n<p>In terms of background, both China and European laws are formulated to deal with the collection and use of personal data by technology companies. In terms of content, both two laws include two aspects: (1) the requirements for the use of data within the country; (2) the requirements for the data to be exported abroad. From the view of specific regulations, China's sensitive personal information has a broader scope than GDPR. Why? Because the technology has been developing, and data that was not covered by the EU's law three years ago may now become a method for technology companies to profit. From the perspective of fines, the two laws are very similar, and both adopt the percentage of annual income as a reference. Specifically, the law issued by China decides a fine of 5% annual income, while that of EU law is 4% annual income.</p>\n<p>Compared to China and Europe, the United States is the country that suffers the most from data abuse by technology companies. From a domestic perspective, the 2016 U.S. election was impacted by the abuse of user data by Facebook and Cambridge Analytica, which directly affected the result of the U.S. election. From an international perspective, American companies are often harassed by international hackers. Therefore, the United States should have promoted data privacy protection. However, the reality we see is not the case.</p>\n<p>1. The main motive for Europe to promote the \"GDPR\" is to fight against American technology companies. Unlike China, most of the Internet technology products used by the people in Europe are provided by Americans, such as <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>. In recent years, the European Union government has been very unwelcome to American technology companies. Hence, the direct motive for the introduction of the \"GDPR\" is to confront American technology companies. American politicians also realized that the global Internet has been monopolized by American companies, and there is no need for the country to regulate these companies when Europeans are trying every means to cope with them.</p>\n<p>2. U.S. technology companies make great contributions to U.S. politics, serving as the benefactors of U.S. politicians. Facebook and Amazon spend nearly $20 million each year to influence politicians, making the first and second place in the rankings (pictured below). Looking at the cost, it is easy for us to understand why Facebook can affect the US election result.</p>\n<p><img src=\"https://static.tigerbbs.com/1fd66413cd6015a7a23f4aaab6f39214\" tg-width=\"554\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p>\n<p>Internally, the US Congress turns a blind eye. Externally, US technology companies are a weapon for US expansion. As a result, the country will not issue such a bill to restrict its technology companies.</p>\n<p>Although there is an invisible, tacit \"agreement\" between the U.S. government and technology companies, the two sides will not collaborate closely. Or else, it will trigger a strong backlash from the public. A recent case that has caused frantic discussion on data privacy in America is Apple's revision of privacy on the iPhone. The company plans to scan iPhone photos to identify and report collected child sexual abuse images. The move was welcomed by the children's protection organizations, but it was criticized by more people, thinking that Apple's action would help the government to snoop on personal privacy. Otherwise, Apple once fought hard against the FBI's requirements and has repeatedly refused to unlock the terrorist's iPhone. So, technology companies in the United States must keep a distance from the US government, and the government will not reach out to those companies.</p>\n<p>Proper respect and concern may be the secret for the government and technology companies to coexist.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129576857","content_text":"China's National People's Congress on Friday passed a law designed to protect online user data privacy and will implement the policy from Nov. 1, which is the second law in the world against data privacy. The world's first and currently the most influential related law is the General Data Protection Regulation (\"GDPR\" for short) implemented by the European Union in May 2018. Let's primarily focus on the similarities and differences between the two laws of China and Europe.\nIn terms of background, both China and European laws are formulated to deal with the collection and use of personal data by technology companies. In terms of content, both two laws include two aspects: (1) the requirements for the use of data within the country; (2) the requirements for the data to be exported abroad. From the view of specific regulations, China's sensitive personal information has a broader scope than GDPR. Why? Because the technology has been developing, and data that was not covered by the EU's law three years ago may now become a method for technology companies to profit. From the perspective of fines, the two laws are very similar, and both adopt the percentage of annual income as a reference. Specifically, the law issued by China decides a fine of 5% annual income, while that of EU law is 4% annual income.\nCompared to China and Europe, the United States is the country that suffers the most from data abuse by technology companies. From a domestic perspective, the 2016 U.S. election was impacted by the abuse of user data by Facebook and Cambridge Analytica, which directly affected the result of the U.S. election. From an international perspective, American companies are often harassed by international hackers. Therefore, the United States should have promoted data privacy protection. However, the reality we see is not the case.\n1. The main motive for Europe to promote the \"GDPR\" is to fight against American technology companies. Unlike China, most of the Internet technology products used by the people in Europe are provided by Americans, such as Alphabet and Apple. In recent years, the European Union government has been very unwelcome to American technology companies. Hence, the direct motive for the introduction of the \"GDPR\" is to confront American technology companies. American politicians also realized that the global Internet has been monopolized by American companies, and there is no need for the country to regulate these companies when Europeans are trying every means to cope with them.\n2. U.S. technology companies make great contributions to U.S. politics, serving as the benefactors of U.S. politicians. Facebook and Amazon spend nearly $20 million each year to influence politicians, making the first and second place in the rankings (pictured below). Looking at the cost, it is easy for us to understand why Facebook can affect the US election result.\n\nInternally, the US Congress turns a blind eye. Externally, US technology companies are a weapon for US expansion. As a result, the country will not issue such a bill to restrict its technology companies.\nAlthough there is an invisible, tacit \"agreement\" between the U.S. government and technology companies, the two sides will not collaborate closely. Or else, it will trigger a strong backlash from the public. A recent case that has caused frantic discussion on data privacy in America is Apple's revision of privacy on the iPhone. The company plans to scan iPhone photos to identify and report collected child sexual abuse images. The move was welcomed by the children's protection organizations, but it was criticized by more people, thinking that Apple's action would help the government to snoop on personal privacy. Otherwise, Apple once fought hard against the FBI's requirements and has repeatedly refused to unlock the terrorist's iPhone. So, technology companies in the United States must keep a distance from the US government, and the government will not reach out to those companies.\nProper respect and concern may be the secret for the government and technology companies to coexist.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805590180,"gmtCreate":1627889228040,"gmtModify":1631889324471,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's really good 👍","listText":"That's really good 👍","text":"That's really good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805590180","repostId":"2156169743","repostType":4,"repost":{"id":"2156169743","pubTimestamp":1627888560,"share":"https://www.laohu8.com/m/news/2156169743?lang=&edition=full","pubTime":"2021-08-02 15:16","market":"us","language":"en","title":"4 Words from Pfizer's CEO That May Mean a Booster Is Imminent","url":"https://stock-news.laohu8.com/highlight/detail?id=2156169743","media":"Motley Fool","summary":"Data and the vaccination timeline support the idea of a new jab now.","content":"<p>The big question these days is this: Do we need coronavirus booster shots <i>right now</i>? U.S. health authorities weighed in with a \"no\" earlier this month. The Centers for Disease Control and Prevention and the U.S. Food and Drug Administration (FDA) in a joint statement said those who are vaccinated are protected against severe illness -- even illness caused by the highly transmissible delta variant.</p>\n<p>At the same time, vaccine leader <b>Pfizer </b>(NYSE:PFE) aims to apply for Emergency Use Authorization of its booster in August. (The booster is a third dose of its authorized vaccine.) Can regulators possibly change their minds and give Pfizer the go ahead? Well, four words from Pfizer CEO Albert Bourla signal the authorization of a booster shot may be right around the corner -- in spite of health authorities' recent statement.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F636223%2Fgettyimages-doctor-vaccinates-patient.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h3>January and February vaccinations</h3>\n<p>\"The clock is ticking,\" Bourla said during the Pfizer earnings call this week. He referred to countries that vaccinated heavily in January and February.</p>\n<p>Pfizer considers a booster is needed six to 12 months after full vaccination for maximum protection against coronavirus. Especially considering the presence of the delta variant. This means that for people vaccinated early in the year, the ideal time for the booster is right now.</p>\n<p>Israel aggressively vaccinated early on. And the country today is rolling out its booster program. The plan is to offer third doses to everyone age 60 and older.</p>\n<p>Now, let's look at U.S. vaccination trends. Vaccine administration peaked on April 8, with more than 4 million doses administered daily. But vaccinations actually were already happening at a healthy rate as of late February. By then, vaccinations had reached more than 3 million doses administered daily.</p>\n<p>It's fair to say a good share of Americans went for a jab between February and April. And that means they're due for a booster between now and October.</p>\n<p>The data supports that timeline. Israel has relied on Pfizer for its vaccination program. And the country has been carefully tracking performance. Israel's most recent real-world data show the vaccine's efficacy dropped to 39% in coronavirus prevention. Again, it's important to keep in mind that most people received the vaccine early in the year.</p>\n<h3>The good news</h3>\n<p>But here's the good news. It looks like the booster can set things right. Pfizer estimates a 100-fold increase in neutralizing antibody levels after the third dose compared to before the third dose. That's in people who received full vaccination more than six months earlier. Neutralizing antibodies are key to blocking the virus.</p>\n<p>The U.S. vaccination timeline and booster data back up Bourla's comment. That means a booster should be imminent. But there is <a href=\"https://laohu8.com/S/AONE.U\">one</a> final factor that enters the mix. And that's the word from U.S. health authorities. As mentioned earlier, they aren't yet ready to recommend a booster.</p>\n<p>Should Pfizer and Pfizer's investors worry? Not necessarily. Pfizer hasn't yet submitted booster data to the FDA. Regulators may change their view on the timing of a booster after examining Pfizer's trial results. And the coronavirus situation is rapidly evolving. For example, the seven-day moving average of cases was about 13,400 on June 30. Today, it's at more than 66,000. A statement made in early July might no longer apply a month later.</p>\n<p>Of course, it's impossible to predict whether the FDA will give Pfizer the nod for a third-dose booster. But the overall picture supports Pfizer's case.</p>\n<p>So, what happens if and when a third dose wins authorization? The potential authorization of a booster isn't likely to add to revenue immediately. The U.S. just placed an order for an additional 200 million Pfizer vaccine doses to be delivered through April of next year. That brings the total U.S. order so far to 500 million doses. If the FDA authorizes a third dose, this existing supply likely will suffice for now.</p>\n<p>But, the need for three doses instead of two may lead to bigger orders down the road. And that means Pfizer's days of growing vaccine revenue have only just begun.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Words from Pfizer's CEO That May Mean a Booster Is Imminent</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Words from Pfizer's CEO That May Mean a Booster Is Imminent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 15:16 GMT+8 <a href=https://www.fool.com/investing/2021/08/01/heres-why-a-pfizer-booster-may-be-imminent/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The big question these days is this: Do we need coronavirus booster shots right now? U.S. health authorities weighed in with a \"no\" earlier this month. The Centers for Disease Control and Prevention ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/01/heres-why-a-pfizer-booster-may-be-imminent/\">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.fool.com/investing/2021/08/01/heres-why-a-pfizer-booster-may-be-imminent/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156169743","content_text":"The big question these days is this: Do we need coronavirus booster shots right now? U.S. health authorities weighed in with a \"no\" earlier this month. The Centers for Disease Control and Prevention and the U.S. Food and Drug Administration (FDA) in a joint statement said those who are vaccinated are protected against severe illness -- even illness caused by the highly transmissible delta variant.\nAt the same time, vaccine leader Pfizer (NYSE:PFE) aims to apply for Emergency Use Authorization of its booster in August. (The booster is a third dose of its authorized vaccine.) Can regulators possibly change their minds and give Pfizer the go ahead? Well, four words from Pfizer CEO Albert Bourla signal the authorization of a booster shot may be right around the corner -- in spite of health authorities' recent statement.\n\nImage source: Getty Images.\nJanuary and February vaccinations\n\"The clock is ticking,\" Bourla said during the Pfizer earnings call this week. He referred to countries that vaccinated heavily in January and February.\nPfizer considers a booster is needed six to 12 months after full vaccination for maximum protection against coronavirus. Especially considering the presence of the delta variant. This means that for people vaccinated early in the year, the ideal time for the booster is right now.\nIsrael aggressively vaccinated early on. And the country today is rolling out its booster program. The plan is to offer third doses to everyone age 60 and older.\nNow, let's look at U.S. vaccination trends. Vaccine administration peaked on April 8, with more than 4 million doses administered daily. But vaccinations actually were already happening at a healthy rate as of late February. By then, vaccinations had reached more than 3 million doses administered daily.\nIt's fair to say a good share of Americans went for a jab between February and April. And that means they're due for a booster between now and October.\nThe data supports that timeline. Israel has relied on Pfizer for its vaccination program. And the country has been carefully tracking performance. Israel's most recent real-world data show the vaccine's efficacy dropped to 39% in coronavirus prevention. Again, it's important to keep in mind that most people received the vaccine early in the year.\nThe good news\nBut here's the good news. It looks like the booster can set things right. Pfizer estimates a 100-fold increase in neutralizing antibody levels after the third dose compared to before the third dose. That's in people who received full vaccination more than six months earlier. Neutralizing antibodies are key to blocking the virus.\nThe U.S. vaccination timeline and booster data back up Bourla's comment. That means a booster should be imminent. But there is one final factor that enters the mix. And that's the word from U.S. health authorities. As mentioned earlier, they aren't yet ready to recommend a booster.\nShould Pfizer and Pfizer's investors worry? Not necessarily. Pfizer hasn't yet submitted booster data to the FDA. Regulators may change their view on the timing of a booster after examining Pfizer's trial results. And the coronavirus situation is rapidly evolving. For example, the seven-day moving average of cases was about 13,400 on June 30. Today, it's at more than 66,000. A statement made in early July might no longer apply a month later.\nOf course, it's impossible to predict whether the FDA will give Pfizer the nod for a third-dose booster. But the overall picture supports Pfizer's case.\nSo, what happens if and when a third dose wins authorization? The potential authorization of a booster isn't likely to add to revenue immediately. The U.S. just placed an order for an additional 200 million Pfizer vaccine doses to be delivered through April of next year. That brings the total U.S. order so far to 500 million doses. If the FDA authorizes a third dose, this existing supply likely will suffice for now.\nBut, the need for three doses instead of two may lead to bigger orders down the road. And that means Pfizer's days of growing vaccine revenue have only just begun.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167644763,"gmtCreate":1624267555452,"gmtModify":1631889324487,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167644763","repostId":"1184501396","repostType":4,"repost":{"id":"1184501396","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624267024,"share":"https://www.laohu8.com/m/news/1184501396?lang=&edition=full","pubTime":"2021-06-21 17:17","market":"us","language":"en","title":"Orphazyme rose more than 6% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1184501396","media":"Tiger Newspress","summary":"(June 21) Orphazyme rose more than 6% in premarket trading. \n\nWhat happened\nShares of Orphazyme, a c","content":"<p>(June 21) Orphazyme rose more than 6% in premarket trading. </p>\n<p><img src=\"https://static.tigerbbs.com/a1e2eb27cc68ce74ddd21a64a64634cf\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>What happened</b></p>\n<p>Shares of <b>Orphazyme</b>, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.</p>\n<p><b>So what</b></p>\n<p>The FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.</p>\n<p>Instead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.</p>\n<p>Many institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.</p>\n<p><b>Now what</b></p>\n<p>According to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.</p>\n<p>Some shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.</p>\n<p>Despite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.</p>\n<p></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Orphazyme rose more than 6% in premarket trading </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\">\nOrphazyme rose more than 6% in premarket trading \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-21 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 21) Orphazyme rose more than 6% in premarket trading. </p>\n<p><img src=\"https://static.tigerbbs.com/a1e2eb27cc68ce74ddd21a64a64634cf\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>What happened</b></p>\n<p>Shares of <b>Orphazyme</b>, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.</p>\n<p><b>So what</b></p>\n<p>The FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.</p>\n<p>Instead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.</p>\n<p>Many institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.</p>\n<p><b>Now what</b></p>\n<p>According to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.</p>\n<p>Some shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.</p>\n<p>Despite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184501396","content_text":"(June 21) Orphazyme rose more than 6% in premarket trading. \n\nWhat happened\nShares of Orphazyme, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.\nSo what\nThe FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.\nInstead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.\nMany institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.\nNow what\nAccording to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.\nSome shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.\nDespite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888579901,"gmtCreate":1631512686503,"gmtModify":1631889324364,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>wise choice to earn money","listText":"<a href=\"https://laohu8.com/S/JAMF\">$Jamf Holding(JAMF)$</a>wise choice to earn money","text":"$Jamf Holding(JAMF)$wise choice to earn money","images":[{"img":"https://static.tigerbbs.com/9af30fba2e67459e07d40c73388ac08b","width":"1080","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888579901","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":836230979,"gmtCreate":1629496397991,"gmtModify":1631889324419,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836230979","repostId":"1102227761","repostType":4,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836297751,"gmtCreate":1629496339073,"gmtModify":1631889324513,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Very good, I really like","listText":"Very good, I really like","text":"Very good, I really like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836297751","repostId":"1189743420","repostType":4,"repost":{"id":"1189743420","pubTimestamp":1629472706,"share":"https://www.laohu8.com/m/news/1189743420?lang=&edition=full","pubTime":"2021-08-20 23:18","market":"us","language":"en","title":"Is Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1189743420","media":"investors","summary":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN)","content":"<p>Think of <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> stock as a proxy on the torrid growth of cloud computing giants <b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b> (AMZN), <b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> (MSFT) and <b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b>'s (GOOGL) Google.</p>\n<p>Many companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.</p>\n<p>In a \"coopetition\" model, the cloud giants give their customers a green light to buy <b>Snowflake</b>'s (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.</p>\n<p>Nearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from <b><a href=\"https://laohu8.com/S/TDC\">Teradata</a></b> (TDC), <b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b> (ORCL) and <b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> (IBM).</p>\n<p>One Snowflake customer is pharma giant <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> (PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into the distribution of the Covid-19 vaccine.</p>\n<p><b>Snowflake Stock: Competition Increasing From Google Cloud?</b></p>\n<p>Stellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.</p>\n<p>But is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 3.4% in July and 8.7% in June.</p>\n<p>Snowflake reports second-quarter earnings on Aug. 25. Analysts project a loss of 15 cents per share, with revenue jumping nearly 100% to $256.5 million.</p>\n<p>Snowflake stock tumbled Aug. 20 ahead of its earnings release. One report on the drop cited a Cleveland Research note to clients. The Cleveland Research report ostensibly points to increased competition from Google's cloud business.</p>\n<p>Snowflake stock hit an all-time high of 429 in early December. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.</p>\n<p>At a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.</p>\n<p>The company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.</p>\n<p><b>Possible Threat From Amazon</b></p>\n<p>Snowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.</p>\n<p>Whether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding round valued Databricks at $28 billion.</p>\n<p>Databricks, which uses artificial intelligence, is expected to launch its own IPO.</p>\n<p>Snowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.</p>\n<p>Two former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.</p>\n<p><b>SNOW Stock: <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> Veterans Lead Company</b></p>\n<p>Snowflake brought in Frank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.</p>\n<p>Unlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.</p>\n<p>Snowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.</p>\n<p>Snowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.</p>\n<p>In June, Snowflake partnered with <b><a href=\"https://laohu8.com/S/AI\">C3.ai, Inc.</a></b> (AI). The two companies will cooperate in offering artificial intelligence tools to companies.</p>\n<p><b>Amazon Web Services A 'Frenemy'</b></p>\n<p>\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.</p>\n<p>\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"</p>\n<p>Snowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.</p>\n<p>When Snowflake went public in September it used a dual-class share structure that gave its CEO and insiders super-voting rights. However, Snowflake eliminated the dual-class structure in March.</p>\n<p>Snowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.</p>\n<p><b>Snowflake Stock Fundamental Analysis</b></p>\n<p>Software stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as <b><a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a></b> (CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.</p>\n<p>Snowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.</p>\n<p>Snowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.</p>\n<p>Snowflake's revenue growth stands out. <a href=\"https://laohu8.com/S/FBNC\">First</a>-quarter sales jumped 110%to $228.9 million. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.</p>\n<p>\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" <a href=\"https://laohu8.com/S/MFG\">Mizuho</a> Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"</p>\n<p>Snowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.</p>\n<p>Many software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.</p>\n<p><b>SNOW Stock Operates In The Red</b></p>\n<p>In the first quarter, Snowflake reported a GAAP operating loss of $205.6 million and a GAAP per-share loss of 70 cents. Snowflake stock subsequently fell. It recorded an adjusted operating loss of $35.8 million.</p>\n<p>Snowflake doesn't break out adjusted earnings. Analysts estimate it lost 11 cents on an adjusted basis in the first quarter.</p>\n<p>Snowflake operates in the red amid sizable investments, analysts say. For fiscal 2022, for example, Snowflake has told analysts it plans to hire 1,200 net new employees, which would represent 48% growth in head count.</p>\n<p>Still, investments are paying off in revenue growth. Snowflake had 4,532 customers as of April 30, up 67% from the year-earlier period. That includes 187 of the Fortune 500. In the April quarter, Snowflake added a record 27 customers with more than $1 million per year in product revenue, giving it 104 such customers overall.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> analyst Kash Rangan is bullish on Snowflake's potential to dominate in cloud-based data analytics and management.</p>\n<p>\"We believe Snowflake will continue to replace incumbent warehousing solutions owing to their scalable and elastic cloud native data platform while also capitalizing on net new workloads and use cases as digital transformation drives greater digitization within the enterprise, and business intelligence and analytics remains a top priority for spending,\" he said in a note.</p>\n<p><b>SNOW Stock Technical Analysis</b></p>\n<p>Snowflake stock went public on Sept. 16 at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.</p>\n<p>SNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.</p>\n<p>Snowflake stock forged a cup-with-handle base over the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.</p>\n<p>Snowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software <a href=\"https://laohu8.com/S/EBTC\">Enterprise</a> group stayed resilient. The Computer-Software <a href=\"https://laohu8.com/S/EFSC\">Enterprise</a> group did not break down until mid-February amid a market rotation to value.</p>\n<p>Snowflake stock hit a 12-month low of 184.71 on May 13.</p>\n<p><b>Is Snowflake Stock A Buy Right Now?</b></p>\n<p>Snowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Rating of 44 out of a best possible 99, according to IBD Stock Checkup.</p>\n<p>IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p>\n<p>One plus is that Snowflake stock owns an Accumulation/Distribution Rating of B, according to IBD Market Smith analysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p>\n<p>The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p>\n<p>SNOW stock has yet to form a base with a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.</p>\n<p>As of Aug. 20, Snowflake stock is not a buy despite an improved relative strength line.</p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Snowflake Stock A Buy? Software Maker Sets Path To $10 Billion In Revenue By 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:18 GMT+8 <a href=https://www.investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN), Microsoft (MSFT) and Alphabet's (GOOGL) Google.\nMany companies are turning to cloud computing ...</p>\n\n<a href=\"https://www.investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.investors.com/news/technology/snowflake-snow-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189743420","content_text":"Think of Snowflake stock as a proxy on the torrid growth of cloud computing giants Amazon.com (AMZN), Microsoft (MSFT) and Alphabet's (GOOGL) Google.\nMany companies are turning to cloud computing services as part of \"digital transformation\" projects that aim to gain business insights from crunching massive volumes of data. The cloud computing titans offer their own data analytics and management tools.\nIn a \"coopetition\" model, the cloud giants give their customers a green light to buy Snowflake's (SNOW) software. The reason is Snowflake's tools are better at some key tasks, such as letting companies compile, view, analyze and share massive amounts of data in an easy way.\nNearly two-fifths of Fortune 500 companies use Snowflake's software in the cloud as they move away from on-premise data warehousing products from Teradata (TDC), Oracle (ORCL) and IBM (IBM).\nOne Snowflake customer is pharma giant Pfizer (PFE). Pfizer uses Snowflake tools to forecast product sales and to gain insights into the distribution of the Covid-19 vaccine.\nSnowflake Stock: Competition Increasing From Google Cloud?\nStellar customer growth enabled SNOW stock to pull off the largest initial public offering ever by a software company in September 2020. The IPO raised $3.4 billion.\nBut is Snowflake a buy right now? After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 3.4% in July and 8.7% in June.\nSnowflake reports second-quarter earnings on Aug. 25. Analysts project a loss of 15 cents per share, with revenue jumping nearly 100% to $256.5 million.\nSnowflake stock tumbled Aug. 20 ahead of its earnings release. One report on the drop cited a Cleveland Research note to clients. The Cleveland Research report ostensibly points to increased competition from Google's cloud business.\nSnowflake stock hit an all-time high of 429 in early December. But SNOW stock swooned in late 2020 amid analyst concerns over its lofty valuation.\nAt a June 10 analyst day, Snowflake laid out a path to $10 billion in product revenue by fiscal 2029, which coincides with calendar 2028. The $10 billion revenue target would result in a compound annual growth rate of 44%.\nThe company said it expects to increase the number of customers with over $1 million in product revenue. Snowflake also guided to long-term operating margin of 10%-plus, lower than some analysts expected.\nPossible Threat From Amazon\nSnowflake in July announced support for digital advertising standard Unified ID 2.0. Advertising is one of Snowflake's largest verticals with customers representing a large percentage of players in the space, noted a RBC Capital report. The move comes as Googlephases out internet cookies for targeted advertising.\nWhether Amazon Web Services ratchets up competition remains a concern for SNOW stock. Plus, competition with privately held Databricks is heating up. A February funding round valued Databricks at $28 billion.\nDatabricks, which uses artificial intelligence, is expected to launch its own IPO.\nSnowflake stock bulls point to its seasoned management team as a strength no matter what unfolds.\nTwo former Oracle engineers — Benoit Dageville and Thierry Cruanes — along with Marcin Zukowski, former chief executive of startup Vectorwise, started Snowflake in 2012. The company holds patents in database architecture, data warehouses and other areas.\nSNOW Stock: ServiceNow Veterans Lead Company\nSnowflake brought in Frank Slootman as chief executive in May 2019. Slootman had stepped down as CEO of ServiceNow in early 2017. Former ServiceNow Chief Financial Officer Mike Scarpelli in 2019 also joined Snowflake in the same CFO position.\nUnlike legacy, on-premise data management systems, Snowflake's platform was built from the ground up for cloud computing. It provides 100% of its software over the internet.\nSnowflake customers can share data with their partners across multiple online storage systems using the company's data warehouse. Snowflake also enables easily searchable data to be shared among applications.\nSnowflake's data analytics tools became available on Amazon Web Services in 2015, Microsoft's Azure in 2018 and on Google's cloud platform in 2020.\nIn June, Snowflake partnered with C3.ai, Inc. (AI). The two companies will cooperate in offering artificial intelligence tools to companies.\nAmazon Web Services A 'Frenemy'\n\"While Snowflake is multi-cloud, it derives some 85% of its revenues from data analytics jobs deployed on Amazon Web Services, which is also Snowflake's biggest rival with AWS Redshift,\" UBS analyst Karl Keirstead said in a recent note to clients.\n\"This 'frenemy' relationship is critical to Snowflake's success,\" Keirstead went on to say. \"AWS benefits far more from Snowflake spending on compute and storage infrastructure resources than they lose in the form of foregone AWS Redshift revenues. Snowflake represents a dream customer and partner for AWS and Microsoft Azure.\"\nSnowflake has focused on six core markets, including financial services, health care and life sciences, retail and consumer packaged goods, advertising media and entertainment, technology, and the government sector.\nWhen Snowflake went public in September it used a dual-class share structure that gave its CEO and insiders super-voting rights. However, Snowflake eliminated the dual-class structure in March.\nSnowflake had been based in San Mateo, Calif. Amid the shift to remote work spurred by the coronavirus emergency, Snowflake in May said it no longer has a corporate headquarters. It designated Bozeman, Mont., as its principal executive office. Slootman and Scarpelli are based in Bozeman.\nSnowflake Stock Fundamental Analysis\nSoftware stocks typically trade as a multiple of forward-looking revenue growth. Software-as-a-service, or SaaS, companies, such as Salesforce.com (CRM), typically provide the highest revenue growth. Salesforce is a key marketing partner of SNOW stock.\nSnowflake also partners with consulting firms such as Deloitte and information technology firms such as privately held Informatica.\nSnowflake is not an SaaS company, however. Instead, it uses a consumption-based business model based on how much data its customers crunch and store.\nSnowflake's revenue growth stands out. First-quarter sales jumped 110%to $228.9 million. But there's less transparency and predictability than with subscription-based, recurring-revenue SaaS business models, analysts say.\n\"SNOW has a consumption model, whereby customers contract for a certain amount of compute and storage capacity,\" Mizuho Securities analyst Gregg Moskowitz said in a note. \"The company only records revenue, however, as that capacity is used, so there can be a lag of several months or more before revenue recognition begins.\"\nSnowflake is nearing an annual revenue run-rate of $1 billion. That's a big milestone for software growth companies. But SNOW stock is unprofitable on the two most common accounting standards.\nMany software companies are unprofitable using GAAP earnings, or generally accepted accounting principles, which includes stock-based compensation. But they're profitable on a non-GAAP or \"adjusted\" earnings basis.\nSNOW Stock Operates In The Red\nIn the first quarter, Snowflake reported a GAAP operating loss of $205.6 million and a GAAP per-share loss of 70 cents. Snowflake stock subsequently fell. It recorded an adjusted operating loss of $35.8 million.\nSnowflake doesn't break out adjusted earnings. Analysts estimate it lost 11 cents on an adjusted basis in the first quarter.\nSnowflake operates in the red amid sizable investments, analysts say. For fiscal 2022, for example, Snowflake has told analysts it plans to hire 1,200 net new employees, which would represent 48% growth in head count.\nStill, investments are paying off in revenue growth. Snowflake had 4,532 customers as of April 30, up 67% from the year-earlier period. That includes 187 of the Fortune 500. In the April quarter, Snowflake added a record 27 customers with more than $1 million per year in product revenue, giving it 104 such customers overall.\nGoldman Sachs analyst Kash Rangan is bullish on Snowflake's potential to dominate in cloud-based data analytics and management.\n\"We believe Snowflake will continue to replace incumbent warehousing solutions owing to their scalable and elastic cloud native data platform while also capitalizing on net new workloads and use cases as digital transformation drives greater digitization within the enterprise, and business intelligence and analytics remains a top priority for spending,\" he said in a note.\nSNOW Stock Technical Analysis\nSnowflake stock went public on Sept. 16 at 120 a share. At the time, software growth stocks were hot as investors sought recurring revenue amid the coronavirus emergency.\nSNOW stock popped as high as 319 on the first day of trading and closed 111.6% above the IPO price at 253.93. Shares pulled back as analysts debated Snowflake's valuation.\nSnowflake stock forged a cup-with-handle base over the next two months. The new base created an entry point of 301. SNOW stock blew past the buy point, hitting an all-time high of 429 on Dec. 8.\nSnowflake stock swooned in late 2020 amid questions over its valuation even as the IBD Computer-Software Enterprise group stayed resilient. The Computer-Software Enterprise group did not break down until mid-February amid a market rotation to value.\nSnowflake stock hit a 12-month low of 184.71 on May 13.\nIs Snowflake Stock A Buy Right Now?\nSnowflake stock still trades at a substantial premium as a multiple of forward-looking revenue growth. SNOW stock holds anIBD Composite Rating of 44 out of a best possible 99, according to IBD Stock Checkup.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nOne plus is that Snowflake stock owns an Accumulation/Distribution Rating of B, according to IBD Market Smith analysis. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nSNOW stock has yet to form a base with a proper entry point. Snowflake stock has clawed above its 50-day moving average. If it holds above the 50-day line that could kick-start the right side of a deep base.\nAs of Aug. 20, Snowflake stock is not a buy despite an improved relative strength line.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836297828,"gmtCreate":1629496284664,"gmtModify":1631889324520,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"That's good","listText":"That's good","text":"That's good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836297828","repostId":"2160710461","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805507543,"gmtCreate":1627889168782,"gmtModify":1631889324533,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805507543","repostId":"2156416128","repostType":4,"repost":{"id":"2156416128","pubTimestamp":1627888620,"share":"https://www.laohu8.com/m/news/2156416128?lang=&edition=full","pubTime":"2021-08-02 15:17","market":"us","language":"en","title":"How Novavax Could Shake Up the COVID Vaccine Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2156416128","media":"Motley Fool","summary":"The latecomer could still carve out a spot for itself among the big vaccine makers.","content":"<p><b>Moderna</b> (NASDAQ:MRNA), <b>Johnson & Johnson</b> (NYSE:JNJ), and <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> (NYSE:PFE) and its partner <b>BioNTech</b> (NASDAQ:BNTX) share the U.S. COVID-19 vaccine market right now. However, a much smaller company could soon be in a position to launch its vaccine. In this <i>Motley Fool Live</i> video <b>recorded on July 21</b>, healthcare and cannabis bureau editor-analyst Olivia Zitkus and Motley Fool contributor Keith Speights discuss how <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> (NASDAQ:NVAX) could potentially shake up the COVID vaccine market.</p>\n<p><b>Olivia Zitkus:</b> Let's move over to another vaccine maker without a vaccine on the market yet. Let's talk about Novavax. The U.S. currently has three approved vaccines or authorized vaccines, it's got Pfizer-BioNTech's, Moderna's, and Johnson & Johnson's single-dose vaccine.</p>\n<p>But another <a href=\"https://laohu8.com/S/AONE.U\">one</a> can soon be on the way, Novavax is expecting to file for Emergency Use Authorization in the third quarter. If they can succeed, how could Novavax shake up the COVID-19 vaccine market?</p>\n<p><b>Keith Speights:</b> I think there are two ways that Novavax could potentially shake things up to at least to some extent. <a href=\"https://laohu8.com/S/FBNC\">First</a> of all, I think if studies find that Novavax's COVID-19 vaccine is significantly more effective against the delta variant than the other vaccines, I think demand both in the U.S. and in other countries will explode for Novavax's vaccine if that happens. That's <a href=\"https://laohu8.com/S/AONE.U\">one</a> scenario.</p>\n<p>Another one would be even without knowing the efficacy against the delta variant. I think Novavax could be a really attractive booster dose going forward. Assuming we will have booster doses there, but let's say 2022 and beyond, I think Novavax has a real good shot, no pun intended, about being among the top booster doses.</p>\n<p>I think those are two scenarios that could really be favorable for the company. Now, I don't expect though that Novavax is going to have a significantly big impact on the dynamics in the U.S. vaccine market in the near term. Again, unless there's some data that comes out showing really superior efficacy against the delta variant. But assuming that doesn't happen, I don't think Novavax can shake up things all that much in the U.S. market over the near term.</p>\n<p>The Pfizer-BioNTech and Moderna vaccines have commanding market share, Johnson & Johnson is starting to gain a little. These companies are also working, particularly the messenger RNA companies, Pfizer-BioNTech and Moderna they're working to develop variant-specific vaccines and they have a head start on that front, I think that just puts them in a really good spot.</p>\n<p>Still though, I think Novavax will be able to carve out market share, particularly in international markets. Obviously, Olivia, this all assumes that Novavax wins Emergency Use Authorization for its vaccine based on the results from its late-stage studies, I think that's really likely. I think most people are fully expecting Novavax to win EUA in the relatively near term.</p>\n<p><b>Zitkus:</b> Yet at Phase 3 trial, again like Pfizer, and Moderna, and Johnson & Johnson way above the 50-60% goal that the CDC in the FDA had set for vaccines way back over a year ago. It showed 89.7% efficacy against the alpha variant and then 96.4% efficacy against non-alpha variants.</p>\n<p>I think the alpha variant, was the one that had started to spread. We'd heard about that more in the U.K. I think that's the one that they looked at. It'll be interesting to see the performance versus delta, and whether Novavax could emerge as the supplier of booster shots, maybe not in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, but elsewhere should be really interesting.</p>\n<p>Anything else on Novavax, Keith, or should we hop over to, let's chat some BioNTech. I love BioNTech. [laughs]</p>\n<p><b>Speights:</b> The only other thing I would say on Novavax is it's still relatively small, certainly compared to the other biotechs that have vaccines on the market. Certainly a stock to watch. If the company wins EUA in the next few months, I think the stock could take off again.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Novavax Could Shake Up the COVID Vaccine Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Novavax Could Shake Up the COVID Vaccine Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 15:17 GMT+8 <a href=https://www.fool.com/investing/2021/08/01/how-novavax-could-shake-up-the-covid-vaccine-marke/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna (NASDAQ:MRNA), Johnson & Johnson (NYSE:JNJ), and Pfizer (NYSE:PFE) and its partner BioNTech (NASDAQ:BNTX) share the U.S. COVID-19 vaccine market right now. However, a much smaller company ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/01/how-novavax-could-shake-up-the-covid-vaccine-marke/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/08/01/how-novavax-could-shake-up-the-covid-vaccine-marke/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156416128","content_text":"Moderna (NASDAQ:MRNA), Johnson & Johnson (NYSE:JNJ), and Pfizer (NYSE:PFE) and its partner BioNTech (NASDAQ:BNTX) share the U.S. COVID-19 vaccine market right now. However, a much smaller company could soon be in a position to launch its vaccine. In this Motley Fool Live video recorded on July 21, healthcare and cannabis bureau editor-analyst Olivia Zitkus and Motley Fool contributor Keith Speights discuss how Novavax (NASDAQ:NVAX) could potentially shake up the COVID vaccine market.\nOlivia Zitkus: Let's move over to another vaccine maker without a vaccine on the market yet. Let's talk about Novavax. The U.S. currently has three approved vaccines or authorized vaccines, it's got Pfizer-BioNTech's, Moderna's, and Johnson & Johnson's single-dose vaccine.\nBut another one can soon be on the way, Novavax is expecting to file for Emergency Use Authorization in the third quarter. If they can succeed, how could Novavax shake up the COVID-19 vaccine market?\nKeith Speights: I think there are two ways that Novavax could potentially shake things up to at least to some extent. First of all, I think if studies find that Novavax's COVID-19 vaccine is significantly more effective against the delta variant than the other vaccines, I think demand both in the U.S. and in other countries will explode for Novavax's vaccine if that happens. That's one scenario.\nAnother one would be even without knowing the efficacy against the delta variant. I think Novavax could be a really attractive booster dose going forward. Assuming we will have booster doses there, but let's say 2022 and beyond, I think Novavax has a real good shot, no pun intended, about being among the top booster doses.\nI think those are two scenarios that could really be favorable for the company. Now, I don't expect though that Novavax is going to have a significantly big impact on the dynamics in the U.S. vaccine market in the near term. Again, unless there's some data that comes out showing really superior efficacy against the delta variant. But assuming that doesn't happen, I don't think Novavax can shake up things all that much in the U.S. market over the near term.\nThe Pfizer-BioNTech and Moderna vaccines have commanding market share, Johnson & Johnson is starting to gain a little. These companies are also working, particularly the messenger RNA companies, Pfizer-BioNTech and Moderna they're working to develop variant-specific vaccines and they have a head start on that front, I think that just puts them in a really good spot.\nStill though, I think Novavax will be able to carve out market share, particularly in international markets. Obviously, Olivia, this all assumes that Novavax wins Emergency Use Authorization for its vaccine based on the results from its late-stage studies, I think that's really likely. I think most people are fully expecting Novavax to win EUA in the relatively near term.\nZitkus: Yet at Phase 3 trial, again like Pfizer, and Moderna, and Johnson & Johnson way above the 50-60% goal that the CDC in the FDA had set for vaccines way back over a year ago. It showed 89.7% efficacy against the alpha variant and then 96.4% efficacy against non-alpha variants.\nI think the alpha variant, was the one that had started to spread. We'd heard about that more in the U.K. I think that's the one that they looked at. It'll be interesting to see the performance versus delta, and whether Novavax could emerge as the supplier of booster shots, maybe not in the United States, but elsewhere should be really interesting.\nAnything else on Novavax, Keith, or should we hop over to, let's chat some BioNTech. I love BioNTech. [laughs]\nSpeights: The only other thing I would say on Novavax is it's still relatively small, certainly compared to the other biotechs that have vaccines on the market. Certainly a stock to watch. If the company wins EUA in the next few months, I think the stock could take off again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":866163156,"gmtCreate":1632748150575,"gmtModify":1632798144904,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$MasterCard(MA)$</a>good choice","listText":"<a href=\"https://laohu8.com/S/MA\">$MasterCard(MA)$</a>good choice","text":"$MasterCard(MA)$good choice","images":[{"img":"https://static.tigerbbs.com/1e08ef7c12a1da7dda1833ca819d38eb","width":"1080","height":"2116"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866163156","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":836230071,"gmtCreate":1629496380893,"gmtModify":1631889324577,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836230071","repostId":"2160710910","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805582539,"gmtCreate":1627892066521,"gmtModify":1631889324591,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805582539","repostId":"1193646270","repostType":4,"repost":{"id":"1193646270","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627891794,"share":"https://www.laohu8.com/m/news/1193646270?lang=&edition=full","pubTime":"2021-08-02 16:09","market":"us","language":"en","title":"NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1193646270","media":"Tiger Newspress","summary":" $NIO Inc.$ delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.","content":"<p>(August 2) <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 2) <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193646270","content_text":"(August 2) NIO Inc. delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.\nNIO rose about 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805506475,"gmtCreate":1627888755297,"gmtModify":1631889324645,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805506475","repostId":"1114400764","repostType":4,"repost":{"id":"1114400764","pubTimestamp":1627887766,"share":"https://www.laohu8.com/m/news/1114400764?lang=&edition=full","pubTime":"2021-08-02 15:02","market":"us","language":"en","title":"Intel’s New CEO Vows to Move Faster. Will It Help the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114400764","media":"Barrons","summary":"Intel will get dibs on the next generation of the world’s most coveted chip-making machines, and rec","content":"<p>Intel will get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.</p>\n<p>This past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”</p>\n<p>This year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rival Advanced Micro Devices(AMD) has risen as quickly.</p>\n<p>The trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.</p>\n<p>How did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.</p>\n<p>And it might have been slow to react to a power shift toward foundries, like Taiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.</p>\n<p>There have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.</p>\n<p>The stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with the S&P 500 index—or 700 points better with the PHLX Semiconductor Index.</p>\n<p>A positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.</p>\n<p>The CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.</p>\n<p>Speaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”</p>\n<p>Now, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.</p>\n<p>The new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.</p>\n<p>Bulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.<i>Barron’s</i> has been bullish on Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.</p>\n<p>Plenty will be spent on equipment. The EUV machines are made by ASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.</p>\n<p>Gelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”</p>\n<p>ASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors is Applied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.</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>Intel’s New CEO Vows to Move Faster. Will It Help the Stock?</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\">\nIntel’s New CEO Vows to Move Faster. Will It Help the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 15:02 GMT+8 <a href=https://www.barrons.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel will get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, ...</p>\n\n<a href=\"https://www.barrons.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114400764","content_text":"Intel will get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.\nThis past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”\nThis year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rival Advanced Micro Devices(AMD) has risen as quickly.\nThe trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.\nHow did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.\nAnd it might have been slow to react to a power shift toward foundries, like Taiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.\nThere have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.\nThe stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with the S&P 500 index—or 700 points better with the PHLX Semiconductor Index.\nA positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.\nThe CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.\nSpeaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”\nNow, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.\nThe new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.\nBulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.Barron’s has been bullish on Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.\nPlenty will be spent on equipment. The EUV machines are made by ASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.\nGelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”\nASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors is Applied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805506151,"gmtCreate":1627888732273,"gmtModify":1631889401371,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"Good 🙂","listText":"Good 🙂","text":"Good 🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805506151","repostId":"1189921771","repostType":4,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":865098582,"gmtCreate":1632922440863,"gmtModify":1632922441054,"author":{"id":"3582710052830337","authorId":"3582710052830337","name":"semsem","avatar":"https://static.tigerbbs.com/5b9f05e7dbe5d400cc4455ee79b32617","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710052830337","authorIdStr":"3582710052830337"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VTNR\">$Vertex(VTNR)$</a>bbetter to sell","listText":"<a href=\"https://laohu8.com/S/VTNR\">$Vertex(VTNR)$</a>bbetter to sell","text":"$Vertex(VTNR)$bbetter to sell","images":[{"img":"https://static.tigerbbs.com/fc79f6fc2906442bef98b3e8f7116188","width":"1080","height":"2025"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865098582","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}