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better than grab","listText":"Still better than grab","text":"Still better than grab","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601220380","repostId":"1175699025","repostType":4,"repost":{"id":"1175699025","pubTimestamp":1638535445,"share":"https://www.laohu8.com/m/news/1175699025?lang=&edition=full","pubTime":"2021-12-03 20:44","market":"us","language":"en","title":"Nvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175699025","media":"Barrons","summary":"Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconducto","content":"<p>Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconductor industry—looks dead in the water.</p>\n<p>The Federal Trade Commission sued to block the deal Thursday, citing competition concerns and all but killing the prospect of Nvidia (ticker: NVDA) taking over control of the leading chip designer from SoftBank (SFTBY). And while Nvidia has vowed to press ahead, the transaction faces further scrutiny in Europe and China.</p>\n<p>So what comes next?</p>\n<p>Following news of the FTC’s hammer-blow, analysts at Citibank slashed the probability of the deal going through to 5% from 30%. The chances used to be slim. Now they’re very slim.</p>\n<p>“Nobody thinks this is going to close,” Stacy Rasgon, an analyst at Bernstein Research, told MarketWatch Thursday. “The stock didn’t even bobble when the news came out.”</p>\n<p>That underscores the fact that analysts have been pessimistic about this for a while.</p>\n<p>Last month, Wedbush analyst Matt Bryson outlined how the broker and investment bank continued to believe the proposed coupling wouldn’t be approved. He cited not just regulatory pressure in the U.S., but also China.</p>\n<p>“Any concerns about the Arm acquisition closing seem to be having little impact on the stock,” Bryson said at the time. “A lack of an Arm acquisition might have little impact on Nvidia’s momentum.”</p>\n<p>Remember: the metaverse, and the potentially lucrative future in virtual worlds that Nvidia is helping create, wasn’t a consideration for investors when the Arm deal was announced.</p>\n<p>Since then, Nvidia’s stock has climbed a staggering 165%, from around $120 a share to $320, on the back of a wave of growth optimism covering data centers and cloud computing, artificial intelligence, and, of course, the metaverse.</p>\n<p>But it’s not over ‘til it’s over. The deal is still alive, barely, for now.</p>\n<p>The thrust of the concerns from the FTC and other regulators is that Arm’s neutrality in the chip industry would be compromised under Nvidia’s ownership. Arm licenses intellectual property to the likes of Apple (AAPL),Amazon (AMZN),Qualcomm (QCOM) and others.</p>\n<p>If Nvidia owns Arm, the competition concerns go, then it would have access to competitively sensitive information about Arm’s clients, and Arm would be unlikely to pursue innovations that challenge Nvidia’s interests.</p>\n<p>Can these concerns really be addressed?</p>\n<p>“We view a potential path forward if Nvidia can present remedies that, among other options, might include creating a ‘Chinese Wall’ between the research and development engine and Arm business contracts in order to ease the regulatory antitrust concerns,” Citibank analysts Atif Malik and Amanda Scarnati said.</p>\n<p>A dead deal is likely to hurt SoftBank the most. While the Japanese technology investor would get to keep the $2 billion Nvidia paid up front, which includes a $1.25 billion breakup fee, the $40 billion ticket price actually represented a whole lot more.</p>\n<p>That $40 billion figure included what, at the time, was 44.3 million Nvidia shares valued at some $21.5 billion. Since then, Nvidia’s stock has torn higher, making the stock part of a cash-and-stock deal a lot more lucrative.</p>\n<p>Nvidia stock was 0.8% lower in premarket trading Friday, slightly outpacing declines in Nasdaq 100 futures.</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>Nvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?</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\">\nNvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 20:44 GMT+8 <a href=https://www.barrons.com/articles/nvidia-nvda-arm-acquisition-ftc-51638533956?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconductor industry—looks dead in the water.\nThe Federal Trade Commission sued to block the deal Thursday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/nvidia-nvda-arm-acquisition-ftc-51638533956?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/nvidia-nvda-arm-acquisition-ftc-51638533956?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175699025","content_text":"Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconductor industry—looks dead in the water.\nThe Federal Trade Commission sued to block the deal Thursday, citing competition concerns and all but killing the prospect of Nvidia (ticker: NVDA) taking over control of the leading chip designer from SoftBank (SFTBY). And while Nvidia has vowed to press ahead, the transaction faces further scrutiny in Europe and China.\nSo what comes next?\nFollowing news of the FTC’s hammer-blow, analysts at Citibank slashed the probability of the deal going through to 5% from 30%. The chances used to be slim. Now they’re very slim.\n“Nobody thinks this is going to close,” Stacy Rasgon, an analyst at Bernstein Research, told MarketWatch Thursday. “The stock didn’t even bobble when the news came out.”\nThat underscores the fact that analysts have been pessimistic about this for a while.\nLast month, Wedbush analyst Matt Bryson outlined how the broker and investment bank continued to believe the proposed coupling wouldn’t be approved. He cited not just regulatory pressure in the U.S., but also China.\n“Any concerns about the Arm acquisition closing seem to be having little impact on the stock,” Bryson said at the time. “A lack of an Arm acquisition might have little impact on Nvidia’s momentum.”\nRemember: the metaverse, and the potentially lucrative future in virtual worlds that Nvidia is helping create, wasn’t a consideration for investors when the Arm deal was announced.\nSince then, Nvidia’s stock has climbed a staggering 165%, from around $120 a share to $320, on the back of a wave of growth optimism covering data centers and cloud computing, artificial intelligence, and, of course, the metaverse.\nBut it’s not over ‘til it’s over. The deal is still alive, barely, for now.\nThe thrust of the concerns from the FTC and other regulators is that Arm’s neutrality in the chip industry would be compromised under Nvidia’s ownership. Arm licenses intellectual property to the likes of Apple (AAPL),Amazon (AMZN),Qualcomm (QCOM) and others.\nIf Nvidia owns Arm, the competition concerns go, then it would have access to competitively sensitive information about Arm’s clients, and Arm would be unlikely to pursue innovations that challenge Nvidia’s interests.\nCan these concerns really be addressed?\n“We view a potential path forward if Nvidia can present remedies that, among other options, might include creating a ‘Chinese Wall’ between the research and development engine and Arm business contracts in order to ease the regulatory antitrust concerns,” Citibank analysts Atif Malik and Amanda Scarnati said.\nA dead deal is likely to hurt SoftBank the most. While the Japanese technology investor would get to keep the $2 billion Nvidia paid up front, which includes a $1.25 billion breakup fee, the $40 billion ticket price actually represented a whole lot more.\nThat $40 billion figure included what, at the time, was 44.3 million Nvidia shares valued at some $21.5 billion. Since then, Nvidia’s stock has torn higher, making the stock part of a cash-and-stock deal a lot more lucrative.\nNvidia stock was 0.8% lower in premarket trading Friday, slightly outpacing declines in Nasdaq 100 futures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603177453,"gmtCreate":1638385195061,"gmtModify":1638385195159,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603177453","repostId":"2188680355","repostType":4,"repost":{"id":"2188680355","pubTimestamp":1638372865,"share":"https://www.laohu8.com/m/news/2188680355?lang=&edition=full","pubTime":"2021-12-01 23:34","market":"us","language":"en","title":"2 Video Game Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2188680355","media":"Motley Fool","summary":"As the video game industry changes, these companies' franchises should have no problem keeping up.","content":"<p>It's no secret that the video game industry has significantly evolved over the past few decades. From clunky old consoles with physical game cartridges to downloadable games, the industry has changed dramatically thanks to constant innovation.</p>\n<p>But while the modes of gameplay have changed, many of the most popular franchises have shown a remarkable ability to stick around. Hit titles like <b>Nintendo</b>'s (OTC:NTDOY) <i>Mario Brothers</i> and <b>Electronic Arts</b>' (NASDAQ:EA) <i>FIFA</i> and <i>Madden</i> series have adapted to users' preferred gaming styles and progressed with the technology around them.</p>\n<p>As the upcoming decade presents even more change, betting on both Nintendo and Electronic Arts is an easy way to capitalize on the dynamic video game sector.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a3d0eb3ae045ee72a3a5fe41c666f9a\" tg-width=\"700\" tg-height=\"480\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Nintendo</h2>\n<p>Unlike most companies in the gaming space, Nintendo hasn't just been the recipient of technological change -- it's actually created it. Since Nintendo has almost always paired its games exclusively with its own hardware, the company has endured numerous boom and bust cycles. However, that process appears to be changing.</p>\n<p>According to research firm NPD Group, Nintendo has been home to the best-selling video game console worldwide -- the Nintendo Switch -- for 34 of the last 35 months. But unlike with Nintendo's previous consoles, users' accounts are no longer tied to a specific piece of hardware. Instead, users can save their progress and content through their online memberships.</p>\n<p>This digital focus also helps ease the transition across Nintendo's various Switch iterations. So as users upgrade from the original Switch to the Switch Lite, and now most recently to the Switch OLED model, they no longer need to restart from square <a href=\"https://laohu8.com/S/AONE.U\">one</a>, but can instead save their progress and access games across different pieces of hardware. Not only does this encourage additional console upgrades and keep customers in the Nintendo ecosystem for longer, but it also makes Nintendo's game development process more lucrative.</p>\n<p>As the company builds new downloadable games from its famous franchises like <i>Pokémon</i>, <i>Zelda</i>, <i>Mario</i>, and more, the active user base for Nintendo to sell to consistently grows. So far, Nintendo has sold more than 90 million total units of the Switch platform, and it has already touted 79 million playing users in the first half of this year alone.</p>\n<p>With the upcoming slate of games containing several long-anticipated titles like <i>Pokémon Brilliant Diamond</i>, <i>The Legend of Zelda: Breath of the Wild</i>, and add-on content for <i>Animal Crossing</i>, Nintendo has upgraded its full-year guidance and expects to sell 200 million software units (game sales) for 2021 -- a 19% increase from its 2019 figure.</p>\n<p>However, despite Nintendo's promising outlook, concerns over cyclicality and the company's risk-averse management team have hampered the stock price. Nintendo's current enterprise value (market cap minus net cash) to expected full-year operating income ratio stands at 9.1 -- far lower than those of many of its gaming peers.</p>\n<p>Over the coming years, as Nintendo continues to add new iterations to the Switch platform and grow its active user base, its profits should trend steadily higher.</p>\n<h2>2. Electronic Arts</h2>\n<p>Electronic Arts, also known as EA, is a video game publisher that's most popular for its sports-based franchises <i>FIFA</i> and <i>Madden</i>. Over the last decade, while many of the company's prominent titles have stayed consistent, EA's business model has changed dramatically. Propelled by an industry-wide shift to live services, EA has become increasingly digital. In fact, prior to the introduction of live gameplay and digital downloads, EA generated most of its revenue through the sales of physical games. This meant that the value of a video game often stopped at the initial purchase. But that has since changed.</p>\n<p>Since 2017, EA's bookings (money committed by customers but not entirely recognized as revenue yet) from live services have compounded by more than 35% per year, and in the most recent quarter accounted for 62% of the company's overall bookings. Additionally, more than 60% of the company's initial game sales are now completely digital. Since this requires less manufacturing and distribution costs, EA's per-unit profit margins have increased as well. This transition has helped EA improve its gross margins from less than 40% a decade ago to 73% in the most recent quarter.</p>\n<p>But the company's growth isn't all in the past. In the most recent quarter, EA's trailing 12-month bookings jumped 27% versus the same period a year ago thanks in large part to the success of the company's new hit title <i>Apex Legends</i>. After first launching <i>Apex Legends</i> in 2019, the free-to-play shooter game has quickly risen to 100 million players and is fast approaching $1 billion in annual bookings. Additionally, EA's management team announced plans to build on that success by launching a mobile version of <i>Apex</i> later this year.</p>\n<p>However, despite the enduring success that EA has demonstrated over the last decade, the company continues to trade at a favorable valuation. EA expects to generate roughly $2 billion in operating cash flow for the full year, but its market cap sits at just over $35 billion -- putting its enterprise-value-to-operating-cash-flow ratio at around 18 times. Management also appears to be cognizant of this attractive price, since it has repurchased $1.3 billion worth of its own shares over the last 12 months.</p>\n<p>Between the company's timeless franchises, its promising development potential, and the stock's current valuation, investors should be in for quite a positive decade.</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>2 Video Game Stocks You Can Buy and Hold for the Next Decade</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\">\n2 Video Game Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 23:34 GMT+8 <a href=https://www.fool.com/investing/2021/12/01/video-game-stocks-buy-and-hold-for-next-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's no secret that the video game industry has significantly evolved over the past few decades. From clunky old consoles with physical game cartridges to downloadable games, the industry has changed ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/01/video-game-stocks-buy-and-hold-for-next-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电","NTDOY":"任天堂","BK4085":"互动家庭娱乐","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2021/12/01/video-game-stocks-buy-and-hold-for-next-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188680355","content_text":"It's no secret that the video game industry has significantly evolved over the past few decades. From clunky old consoles with physical game cartridges to downloadable games, the industry has changed dramatically thanks to constant innovation.\nBut while the modes of gameplay have changed, many of the most popular franchises have shown a remarkable ability to stick around. Hit titles like Nintendo's (OTC:NTDOY) Mario Brothers and Electronic Arts' (NASDAQ:EA) FIFA and Madden series have adapted to users' preferred gaming styles and progressed with the technology around them.\nAs the upcoming decade presents even more change, betting on both Nintendo and Electronic Arts is an easy way to capitalize on the dynamic video game sector.\nImage source: Getty Images.\n1. Nintendo\nUnlike most companies in the gaming space, Nintendo hasn't just been the recipient of technological change -- it's actually created it. Since Nintendo has almost always paired its games exclusively with its own hardware, the company has endured numerous boom and bust cycles. However, that process appears to be changing.\nAccording to research firm NPD Group, Nintendo has been home to the best-selling video game console worldwide -- the Nintendo Switch -- for 34 of the last 35 months. But unlike with Nintendo's previous consoles, users' accounts are no longer tied to a specific piece of hardware. Instead, users can save their progress and content through their online memberships.\nThis digital focus also helps ease the transition across Nintendo's various Switch iterations. So as users upgrade from the original Switch to the Switch Lite, and now most recently to the Switch OLED model, they no longer need to restart from square one, but can instead save their progress and access games across different pieces of hardware. Not only does this encourage additional console upgrades and keep customers in the Nintendo ecosystem for longer, but it also makes Nintendo's game development process more lucrative.\nAs the company builds new downloadable games from its famous franchises like Pokémon, Zelda, Mario, and more, the active user base for Nintendo to sell to consistently grows. So far, Nintendo has sold more than 90 million total units of the Switch platform, and it has already touted 79 million playing users in the first half of this year alone.\nWith the upcoming slate of games containing several long-anticipated titles like Pokémon Brilliant Diamond, The Legend of Zelda: Breath of the Wild, and add-on content for Animal Crossing, Nintendo has upgraded its full-year guidance and expects to sell 200 million software units (game sales) for 2021 -- a 19% increase from its 2019 figure.\nHowever, despite Nintendo's promising outlook, concerns over cyclicality and the company's risk-averse management team have hampered the stock price. Nintendo's current enterprise value (market cap minus net cash) to expected full-year operating income ratio stands at 9.1 -- far lower than those of many of its gaming peers.\nOver the coming years, as Nintendo continues to add new iterations to the Switch platform and grow its active user base, its profits should trend steadily higher.\n2. Electronic Arts\nElectronic Arts, also known as EA, is a video game publisher that's most popular for its sports-based franchises FIFA and Madden. Over the last decade, while many of the company's prominent titles have stayed consistent, EA's business model has changed dramatically. Propelled by an industry-wide shift to live services, EA has become increasingly digital. In fact, prior to the introduction of live gameplay and digital downloads, EA generated most of its revenue through the sales of physical games. This meant that the value of a video game often stopped at the initial purchase. But that has since changed.\nSince 2017, EA's bookings (money committed by customers but not entirely recognized as revenue yet) from live services have compounded by more than 35% per year, and in the most recent quarter accounted for 62% of the company's overall bookings. Additionally, more than 60% of the company's initial game sales are now completely digital. Since this requires less manufacturing and distribution costs, EA's per-unit profit margins have increased as well. This transition has helped EA improve its gross margins from less than 40% a decade ago to 73% in the most recent quarter.\nBut the company's growth isn't all in the past. In the most recent quarter, EA's trailing 12-month bookings jumped 27% versus the same period a year ago thanks in large part to the success of the company's new hit title Apex Legends. After first launching Apex Legends in 2019, the free-to-play shooter game has quickly risen to 100 million players and is fast approaching $1 billion in annual bookings. Additionally, EA's management team announced plans to build on that success by launching a mobile version of Apex later this year.\nHowever, despite the enduring success that EA has demonstrated over the last decade, the company continues to trade at a favorable valuation. EA expects to generate roughly $2 billion in operating cash flow for the full year, but its market cap sits at just over $35 billion -- putting its enterprise-value-to-operating-cash-flow ratio at around 18 times. Management also appears to be cognizant of this attractive price, since it has repurchased $1.3 billion worth of its own shares over the last 12 months.\nBetween the company's timeless franchises, its promising development potential, and the stock's current valuation, investors should be in for quite a positive decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877149133,"gmtCreate":1637903168279,"gmtModify":1637903168279,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877149133","repostId":"1123673637","repostType":4,"repost":{"id":"1123673637","pubTimestamp":1637897934,"share":"https://www.laohu8.com/m/news/1123673637?lang=&edition=full","pubTime":"2021-11-26 11:38","market":"us","language":"en","title":"Software AG Explores Sale of $3 Billion Tech Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1123673637","media":"Bloomberg","summary":"German group is weighing strategic options with advisers\nPrivate equity firms could be among interes","content":"<ul>\n <li>German group is weighing strategic options with advisers</li>\n <li>Private equity firms could be among interested parties</li>\n</ul>\n<p>Software AG is exploring strategic options, including a potential sale, in one of the busiest-ever years of dealmaking for Germany’s listed companies, according to people familiar with the matter.</p>\n<p>The Darmstadt, Germany-based software company, which has a market value of 2.6 billion euros ($3 billion), is working with advisers to gauge interest from potential buyers, including private equity firms, the people said.</p>\n<p>Deliberations are in the early stages and there’s no certainty that it will decide to sell, the people said, asking not to be identified discussing confidential information.</p>\n<p>Any deal would likely require the support of the Software AG Foundation, which holds more than 30% of the company. The charitable foundation was created by founder Peter Schnell in the 1990s.</p>\n<p>A representative for Software declined to comment.</p>\n<p>Germany has proved to be one Europe’s hottest regions for private equity dealmaking amid the global boom in mergers and acquisitions. Private equity firms have spent more than $100 billion on deals involving a German company since the start of 2019 and hit a value record last year, Bloomberg data show.</p>\n<p>High-profile takeovers of public German companies this year include EQT AB and Hellman & Friedman’s joint purchase of online pet supplies groupZooplus AG, Brookfield Asset Management Inc.’s acquisition of real estate firm Alstria Office REIT-AG, and Carlyle Group Inc.’s bid to take rail infrastructure tech provider Schaltbau Holding AG private.</p>\n<p>Founded in 1969, Software is an enterprise software developer that serves more than 10,000 businesses. It customers include 50% of Fortune 500 companies, according to its website. The company posted revenue of 599 million euros in the first nine months of the year, broadly flat on the same period in 2020,accounts for the period show.</p>\n<p>Such business have proved to be popular with private equity firms, which are drawn to the stable revenue streams their subscription models can generate. In September, U.K. software group Blue Prism Group Plcre commended a 1.1 billion-pound ($1.5 billion) takeover from Vista Equity Partners and is now also reviewing a potential rival bid from SS&C Technologies Holdings Inc.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Software AG Explores Sale of $3 Billion Tech Company</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\">\nSoftware AG Explores Sale of $3 Billion Tech Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-26 11:38 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-11-25/software-ag-is-said-to-explore-sale-of-3-billion-tech-company><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>German group is weighing strategic options with advisers\nPrivate equity firms could be among interested parties\n\nSoftware AG is exploring strategic options, including a potential sale, in one of the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-25/software-ag-is-said-to-explore-sale-of-3-billion-tech-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SWDAF":"Software AG"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-25/software-ag-is-said-to-explore-sale-of-3-billion-tech-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123673637","content_text":"German group is weighing strategic options with advisers\nPrivate equity firms could be among interested parties\n\nSoftware AG is exploring strategic options, including a potential sale, in one of the busiest-ever years of dealmaking for Germany’s listed companies, according to people familiar with the matter.\nThe Darmstadt, Germany-based software company, which has a market value of 2.6 billion euros ($3 billion), is working with advisers to gauge interest from potential buyers, including private equity firms, the people said.\nDeliberations are in the early stages and there’s no certainty that it will decide to sell, the people said, asking not to be identified discussing confidential information.\nAny deal would likely require the support of the Software AG Foundation, which holds more than 30% of the company. The charitable foundation was created by founder Peter Schnell in the 1990s.\nA representative for Software declined to comment.\nGermany has proved to be one Europe’s hottest regions for private equity dealmaking amid the global boom in mergers and acquisitions. Private equity firms have spent more than $100 billion on deals involving a German company since the start of 2019 and hit a value record last year, Bloomberg data show.\nHigh-profile takeovers of public German companies this year include EQT AB and Hellman & Friedman’s joint purchase of online pet supplies groupZooplus AG, Brookfield Asset Management Inc.’s acquisition of real estate firm Alstria Office REIT-AG, and Carlyle Group Inc.’s bid to take rail infrastructure tech provider Schaltbau Holding AG private.\nFounded in 1969, Software is an enterprise software developer that serves more than 10,000 businesses. It customers include 50% of Fortune 500 companies, according to its website. The company posted revenue of 599 million euros in the first nine months of the year, broadly flat on the same period in 2020,accounts for the period show.\nSuch business have proved to be popular with private equity firms, which are drawn to the stable revenue streams their subscription models can generate. In September, U.K. software group Blue Prism Group Plcre commended a 1.1 billion-pound ($1.5 billion) takeover from Vista Equity Partners and is now also reviewing a potential rival bid from SS&C Technologies Holdings Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873225830,"gmtCreate":1636950775795,"gmtModify":1636950775795,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873225830","repostId":"1109952016","repostType":4,"repost":{"id":"1109952016","pubTimestamp":1636945464,"share":"https://www.laohu8.com/m/news/1109952016?lang=&edition=full","pubTime":"2021-11-15 11:04","market":"us","language":"en","title":"Netflix Cozying Up To Apple By Letting It Have A Share Of Gaming-Revenue Pie, Says Mark Gurman","url":"https://stock-news.laohu8.com/highlight/detail?id=1109952016","media":"Benzinga","summary":"Users of some Apple Inc NFLX devices got a taste of Netflix Inc gaming last week — but in a move ter","content":"<p>Users of some Apple Inc NFLX devices got a taste of Netflix Inc gaming last week — but in a move termed “surprising” by journalist Mark Gurman, the streaming giant has cozied up to the iPhone maker.</p>\n<p>What Happened: Gurman said that Netflix is allowing its users to sign up for subscriptions inside of its games through Apple’s in-app purchase system.</p>\n<p>“That gives Apple up to a 30% cut. Even more surprising is that those subscriptions also work in the main Netflix video streaming app,” Gurman wrote in his weekly newsletter.</p>\n<p>Gurman said that this is a signal that tensions between Apple and Netflix “seem to be cooling.”</p>\n<p><b>Why It Matters:</b>The development surrounding in-app payments is notable, according to Gurman, because Netflix stopped letting its customers subscribe through Apple’s service in 2018.</p>\n<p>“Now it’s providing a new way to sign up that lets Apple take a cut again,” said Gurman.</p>\n<p>Netflix has yet to reinstate in-app purchases through its main app. Gurman said he does not anticipate that happening, terming the games concession a “major change.”</p>\n<p>“I’m curious to see what this is a precursor to. Perhaps Netflix will ask Apple for an exemption to the ban on all-in-one gaming apps, letting the streaming giant provide a more streamlined offering to its customers.”</p>\n<p>Last week, Netflix launched 5 games for iPhone and iPad users through an app available on the App Store marketplace.</p>\n<p>Gurman noted last week that the <b>Tim Cook</b>-led company was a roadblock in Netflixachieving success in gaming as it ultimately will have to transition the gaming service to a cloud-based one. Apple has previously prevented similar cloud-based services from listing on the App Store.</p>\n<p><b>Price Action:</b>On Friday, Apple shares closed nearly 1.4% higher at $149.99 in the regular session and fell almost 0.2% in the after-hours trading. On the same day, Netflix shares rose 3.81% in the regular session to $682.61 and declined 0.35% in the after-hours trading.</p>","source":"lsy1606299360108","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>Netflix Cozying Up To Apple By Letting It Have A Share Of Gaming-Revenue Pie, Says Mark Gurman</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\">\nNetflix Cozying Up To Apple By Letting It Have A Share Of Gaming-Revenue Pie, Says Mark Gurman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 11:04 GMT+8 <a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/11/24083308/netflix-cozying-up-to-apple-by-letting-it-have-a-share-of-gaming-revenue-pie-says-m><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Users of some Apple Inc NFLX devices got a taste of Netflix Inc gaming last week — but in a move termed “surprising” by journalist Mark Gurman, the streaming giant has cozied up to the iPhone maker.\n...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/11/24083308/netflix-cozying-up-to-apple-by-letting-it-have-a-share-of-gaming-revenue-pie-says-m\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/11/24083308/netflix-cozying-up-to-apple-by-letting-it-have-a-share-of-gaming-revenue-pie-says-m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109952016","content_text":"Users of some Apple Inc NFLX devices got a taste of Netflix Inc gaming last week — but in a move termed “surprising” by journalist Mark Gurman, the streaming giant has cozied up to the iPhone maker.\nWhat Happened: Gurman said that Netflix is allowing its users to sign up for subscriptions inside of its games through Apple’s in-app purchase system.\n“That gives Apple up to a 30% cut. Even more surprising is that those subscriptions also work in the main Netflix video streaming app,” Gurman wrote in his weekly newsletter.\nGurman said that this is a signal that tensions between Apple and Netflix “seem to be cooling.”\nWhy It Matters:The development surrounding in-app payments is notable, according to Gurman, because Netflix stopped letting its customers subscribe through Apple’s service in 2018.\n“Now it’s providing a new way to sign up that lets Apple take a cut again,” said Gurman.\nNetflix has yet to reinstate in-app purchases through its main app. Gurman said he does not anticipate that happening, terming the games concession a “major change.”\n“I’m curious to see what this is a precursor to. Perhaps Netflix will ask Apple for an exemption to the ban on all-in-one gaming apps, letting the streaming giant provide a more streamlined offering to its customers.”\nLast week, Netflix launched 5 games for iPhone and iPad users through an app available on the App Store marketplace.\nGurman noted last week that the Tim Cook-led company was a roadblock in Netflixachieving success in gaming as it ultimately will have to transition the gaming service to a cloud-based one. Apple has previously prevented similar cloud-based services from listing on the App Store.\nPrice Action:On Friday, Apple shares closed nearly 1.4% higher at $149.99 in the regular session and fell almost 0.2% in the after-hours trading. On the same day, Netflix shares rose 3.81% in the regular session to $682.61 and declined 0.35% in the after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873225181,"gmtCreate":1636950761375,"gmtModify":1636950761375,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873225181","repostId":"1112145208","repostType":4,"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":606123473,"gmtCreate":1638844691478,"gmtModify":1638844691478,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606123473","repostId":"1115225272","repostType":4,"repost":{"id":"1115225272","pubTimestamp":1638844006,"share":"https://www.laohu8.com/m/news/1115225272?lang=&edition=full","pubTime":"2021-12-07 10:26","market":"us","language":"en","title":"Dennis Gartman Says ‘Bear Market Is Required’ as Stocks Over-Valued","url":"https://stock-news.laohu8.com/highlight/detail?id=1115225272","media":"Bloomberg","summary":"(Bloomberg) -- U.S. equities investors, having enjoyed a lengthy run of rich valuations during the c","content":"<p>(Bloomberg) -- U.S. equities investors, having enjoyed a lengthy run of rich valuations during the course of the pandemic, need to pull back, especially from growth stocks as the Federal Reserve begins to tighten monetary policy, according to Dennis Gartman, University of Akron Endowment Chairman.</p>\n<p>“A bear market is required at this point,” Gartman said Monday on Bloomberg Radio. “We had an expansion for a long period of time and I think over the course of next year, he or she who loses the least amount of money will be the winner.”</p>\n<p>Though the S&P 500 Index and Nasdaq 100 Index are both up over 20% in 2021, market participants have turned their attention to elevated inflation and Fed Chair Jerome Powell’s hawkish tilt, prompting hedge funds to ditch equities at the fastest rate in 20 months. In fact, the endowment where Gartman helps manage investments plans to follow their lead and cut around 10% of equity exposure before year’s end.</p>\n<p>In a wide-ranging interview about stock market volatility and “over-valued” equities, the former publisher of the influential “The Gartman Letter” predicted that prices should go lower within the next year and the 10-year Treasury yield will rise to 2-3% over the next several years.</p>\n<p>“The Fed clearly will be tightening monetary policy rather than being as expansionary as it has been, and stock prices are probably headed -- the best that one can say is, ‘Get the trend right’ and I think that the trend is now to the down, not the upside.”</p>\n<p>As for where investors should seek refuge to cope with a less accommodative central bank, Gartman recommends high-dividend stocks and to “avoid the high-tech stuff Cathie Wood et al. have been exposed to.” Wood is founder and chief executive officer of Ark Investment Management LLC.</p>\n<p>“They’re having a rather difficult time and I think they’re going to have an even more difficult time over the course of the next several months,” he said.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dennis Gartman Says ‘Bear Market Is Required’ as Stocks Over-Valued</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; 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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\">\nDennis Gartman Says ‘Bear Market Is Required’ as Stocks Over-Valued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-07 10:26 GMT+8 <a href=https://finance.yahoo.com/news/dennis-gartman-says-bear-market-163928843.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- U.S. equities investors, having enjoyed a lengthy run of rich valuations during the course of the pandemic, need to pull back, especially from growth stocks as the Federal Reserve ...</p>\n\n<a href=\"https://finance.yahoo.com/news/dennis-gartman-says-bear-market-163928843.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/dennis-gartman-says-bear-market-163928843.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115225272","content_text":"(Bloomberg) -- U.S. equities investors, having enjoyed a lengthy run of rich valuations during the course of the pandemic, need to pull back, especially from growth stocks as the Federal Reserve begins to tighten monetary policy, according to Dennis Gartman, University of Akron Endowment Chairman.\n“A bear market is required at this point,” Gartman said Monday on Bloomberg Radio. “We had an expansion for a long period of time and I think over the course of next year, he or she who loses the least amount of money will be the winner.”\nThough the S&P 500 Index and Nasdaq 100 Index are both up over 20% in 2021, market participants have turned their attention to elevated inflation and Fed Chair Jerome Powell’s hawkish tilt, prompting hedge funds to ditch equities at the fastest rate in 20 months. In fact, the endowment where Gartman helps manage investments plans to follow their lead and cut around 10% of equity exposure before year’s end.\nIn a wide-ranging interview about stock market volatility and “over-valued” equities, the former publisher of the influential “The Gartman Letter” predicted that prices should go lower within the next year and the 10-year Treasury yield will rise to 2-3% over the next several years.\n“The Fed clearly will be tightening monetary policy rather than being as expansionary as it has been, and stock prices are probably headed -- the best that one can say is, ‘Get the trend right’ and I think that the trend is now to the down, not the upside.”\nAs for where investors should seek refuge to cope with a less accommodative central bank, Gartman recommends high-dividend stocks and to “avoid the high-tech stuff Cathie Wood et al. have been exposed to.” Wood is founder and chief executive officer of Ark Investment Management LLC.\n“They’re having a rather difficult time and I think they’re going to have an even more difficult time over the course of the next several months,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603177453,"gmtCreate":1638385195061,"gmtModify":1638385195159,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603177453","repostId":"2188680355","repostType":4,"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877149133,"gmtCreate":1637903168279,"gmtModify":1637903168279,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877149133","repostId":"1123673637","repostType":4,"repost":{"id":"1123673637","pubTimestamp":1637897934,"share":"https://www.laohu8.com/m/news/1123673637?lang=&edition=full","pubTime":"2021-11-26 11:38","market":"us","language":"en","title":"Software AG Explores Sale of $3 Billion Tech Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1123673637","media":"Bloomberg","summary":"German group is weighing strategic options with advisers\nPrivate equity firms could be among interes","content":"<ul>\n <li>German group is weighing strategic options with advisers</li>\n <li>Private equity firms could be among interested parties</li>\n</ul>\n<p>Software AG is exploring strategic options, including a potential sale, in one of the busiest-ever years of dealmaking for Germany’s listed companies, according to people familiar with the matter.</p>\n<p>The Darmstadt, Germany-based software company, which has a market value of 2.6 billion euros ($3 billion), is working with advisers to gauge interest from potential buyers, including private equity firms, the people said.</p>\n<p>Deliberations are in the early stages and there’s no certainty that it will decide to sell, the people said, asking not to be identified discussing confidential information.</p>\n<p>Any deal would likely require the support of the Software AG Foundation, which holds more than 30% of the company. The charitable foundation was created by founder Peter Schnell in the 1990s.</p>\n<p>A representative for Software declined to comment.</p>\n<p>Germany has proved to be one Europe’s hottest regions for private equity dealmaking amid the global boom in mergers and acquisitions. Private equity firms have spent more than $100 billion on deals involving a German company since the start of 2019 and hit a value record last year, Bloomberg data show.</p>\n<p>High-profile takeovers of public German companies this year include EQT AB and Hellman & Friedman’s joint purchase of online pet supplies groupZooplus AG, Brookfield Asset Management Inc.’s acquisition of real estate firm Alstria Office REIT-AG, and Carlyle Group Inc.’s bid to take rail infrastructure tech provider Schaltbau Holding AG private.</p>\n<p>Founded in 1969, Software is an enterprise software developer that serves more than 10,000 businesses. It customers include 50% of Fortune 500 companies, according to its website. The company posted revenue of 599 million euros in the first nine months of the year, broadly flat on the same period in 2020,accounts for the period show.</p>\n<p>Such business have proved to be popular with private equity firms, which are drawn to the stable revenue streams their subscription models can generate. In September, U.K. software group Blue Prism Group Plcre commended a 1.1 billion-pound ($1.5 billion) takeover from Vista Equity Partners and is now also reviewing a potential rival bid from SS&C Technologies Holdings Inc.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Software AG Explores Sale of $3 Billion Tech Company</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoftware AG Explores Sale of $3 Billion Tech Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-26 11:38 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-11-25/software-ag-is-said-to-explore-sale-of-3-billion-tech-company><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>German group is weighing strategic options with advisers\nPrivate equity firms could be among interested parties\n\nSoftware AG is exploring strategic options, including a potential sale, in one of the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-25/software-ag-is-said-to-explore-sale-of-3-billion-tech-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SWDAF":"Software AG"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-25/software-ag-is-said-to-explore-sale-of-3-billion-tech-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123673637","content_text":"German group is weighing strategic options with advisers\nPrivate equity firms could be among interested parties\n\nSoftware AG is exploring strategic options, including a potential sale, in one of the busiest-ever years of dealmaking for Germany’s listed companies, according to people familiar with the matter.\nThe Darmstadt, Germany-based software company, which has a market value of 2.6 billion euros ($3 billion), is working with advisers to gauge interest from potential buyers, including private equity firms, the people said.\nDeliberations are in the early stages and there’s no certainty that it will decide to sell, the people said, asking not to be identified discussing confidential information.\nAny deal would likely require the support of the Software AG Foundation, which holds more than 30% of the company. The charitable foundation was created by founder Peter Schnell in the 1990s.\nA representative for Software declined to comment.\nGermany has proved to be one Europe’s hottest regions for private equity dealmaking amid the global boom in mergers and acquisitions. Private equity firms have spent more than $100 billion on deals involving a German company since the start of 2019 and hit a value record last year, Bloomberg data show.\nHigh-profile takeovers of public German companies this year include EQT AB and Hellman & Friedman’s joint purchase of online pet supplies groupZooplus AG, Brookfield Asset Management Inc.’s acquisition of real estate firm Alstria Office REIT-AG, and Carlyle Group Inc.’s bid to take rail infrastructure tech provider Schaltbau Holding AG private.\nFounded in 1969, Software is an enterprise software developer that serves more than 10,000 businesses. It customers include 50% of Fortune 500 companies, according to its website. The company posted revenue of 599 million euros in the first nine months of the year, broadly flat on the same period in 2020,accounts for the period show.\nSuch business have proved to be popular with private equity firms, which are drawn to the stable revenue streams their subscription models can generate. In September, U.K. software group Blue Prism Group Plcre commended a 1.1 billion-pound ($1.5 billion) takeover from Vista Equity Partners and is now also reviewing a potential rival bid from SS&C Technologies Holdings Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873225830,"gmtCreate":1636950775795,"gmtModify":1636950775795,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873225830","repostId":"1109952016","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601220380,"gmtCreate":1638536942454,"gmtModify":1638536942454,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Still better than grab","listText":"Still better than grab","text":"Still better than grab","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601220380","repostId":"1175699025","repostType":4,"repost":{"id":"1175699025","pubTimestamp":1638535445,"share":"https://www.laohu8.com/m/news/1175699025?lang=&edition=full","pubTime":"2021-12-03 20:44","market":"us","language":"en","title":"Nvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175699025","media":"Barrons","summary":"Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconducto","content":"<p>Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconductor industry—looks dead in the water.</p>\n<p>The Federal Trade Commission sued to block the deal Thursday, citing competition concerns and all but killing the prospect of Nvidia (ticker: NVDA) taking over control of the leading chip designer from SoftBank (SFTBY). And while Nvidia has vowed to press ahead, the transaction faces further scrutiny in Europe and China.</p>\n<p>So what comes next?</p>\n<p>Following news of the FTC’s hammer-blow, analysts at Citibank slashed the probability of the deal going through to 5% from 30%. The chances used to be slim. Now they’re very slim.</p>\n<p>“Nobody thinks this is going to close,” Stacy Rasgon, an analyst at Bernstein Research, told MarketWatch Thursday. “The stock didn’t even bobble when the news came out.”</p>\n<p>That underscores the fact that analysts have been pessimistic about this for a while.</p>\n<p>Last month, Wedbush analyst Matt Bryson outlined how the broker and investment bank continued to believe the proposed coupling wouldn’t be approved. He cited not just regulatory pressure in the U.S., but also China.</p>\n<p>“Any concerns about the Arm acquisition closing seem to be having little impact on the stock,” Bryson said at the time. “A lack of an Arm acquisition might have little impact on Nvidia’s momentum.”</p>\n<p>Remember: the metaverse, and the potentially lucrative future in virtual worlds that Nvidia is helping create, wasn’t a consideration for investors when the Arm deal was announced.</p>\n<p>Since then, Nvidia’s stock has climbed a staggering 165%, from around $120 a share to $320, on the back of a wave of growth optimism covering data centers and cloud computing, artificial intelligence, and, of course, the metaverse.</p>\n<p>But it’s not over ‘til it’s over. The deal is still alive, barely, for now.</p>\n<p>The thrust of the concerns from the FTC and other regulators is that Arm’s neutrality in the chip industry would be compromised under Nvidia’s ownership. Arm licenses intellectual property to the likes of Apple (AAPL),Amazon (AMZN),Qualcomm (QCOM) and others.</p>\n<p>If Nvidia owns Arm, the competition concerns go, then it would have access to competitively sensitive information about Arm’s clients, and Arm would be unlikely to pursue innovations that challenge Nvidia’s interests.</p>\n<p>Can these concerns really be addressed?</p>\n<p>“We view a potential path forward if Nvidia can present remedies that, among other options, might include creating a ‘Chinese Wall’ between the research and development engine and Arm business contracts in order to ease the regulatory antitrust concerns,” Citibank analysts Atif Malik and Amanda Scarnati said.</p>\n<p>A dead deal is likely to hurt SoftBank the most. While the Japanese technology investor would get to keep the $2 billion Nvidia paid up front, which includes a $1.25 billion breakup fee, the $40 billion ticket price actually represented a whole lot more.</p>\n<p>That $40 billion figure included what, at the time, was 44.3 million Nvidia shares valued at some $21.5 billion. Since then, Nvidia’s stock has torn higher, making the stock part of a cash-and-stock deal a lot more lucrative.</p>\n<p>Nvidia stock was 0.8% lower in premarket trading Friday, slightly outpacing declines in Nasdaq 100 futures.</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>Nvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?</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\">\nNvidia’s Purchase of Arm Is (Likely) Dead. What Comes Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 20:44 GMT+8 <a href=https://www.barrons.com/articles/nvidia-nvda-arm-acquisition-ftc-51638533956?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconductor industry—looks dead in the water.\nThe Federal Trade Commission sued to block the deal Thursday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/nvidia-nvda-arm-acquisition-ftc-51638533956?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/nvidia-nvda-arm-acquisition-ftc-51638533956?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175699025","content_text":"Nvidia‘s $40 billion purchase of Arm—heralded as the biggest deal in the history of the semiconductor industry—looks dead in the water.\nThe Federal Trade Commission sued to block the deal Thursday, citing competition concerns and all but killing the prospect of Nvidia (ticker: NVDA) taking over control of the leading chip designer from SoftBank (SFTBY). And while Nvidia has vowed to press ahead, the transaction faces further scrutiny in Europe and China.\nSo what comes next?\nFollowing news of the FTC’s hammer-blow, analysts at Citibank slashed the probability of the deal going through to 5% from 30%. The chances used to be slim. Now they’re very slim.\n“Nobody thinks this is going to close,” Stacy Rasgon, an analyst at Bernstein Research, told MarketWatch Thursday. “The stock didn’t even bobble when the news came out.”\nThat underscores the fact that analysts have been pessimistic about this for a while.\nLast month, Wedbush analyst Matt Bryson outlined how the broker and investment bank continued to believe the proposed coupling wouldn’t be approved. He cited not just regulatory pressure in the U.S., but also China.\n“Any concerns about the Arm acquisition closing seem to be having little impact on the stock,” Bryson said at the time. “A lack of an Arm acquisition might have little impact on Nvidia’s momentum.”\nRemember: the metaverse, and the potentially lucrative future in virtual worlds that Nvidia is helping create, wasn’t a consideration for investors when the Arm deal was announced.\nSince then, Nvidia’s stock has climbed a staggering 165%, from around $120 a share to $320, on the back of a wave of growth optimism covering data centers and cloud computing, artificial intelligence, and, of course, the metaverse.\nBut it’s not over ‘til it’s over. The deal is still alive, barely, for now.\nThe thrust of the concerns from the FTC and other regulators is that Arm’s neutrality in the chip industry would be compromised under Nvidia’s ownership. Arm licenses intellectual property to the likes of Apple (AAPL),Amazon (AMZN),Qualcomm (QCOM) and others.\nIf Nvidia owns Arm, the competition concerns go, then it would have access to competitively sensitive information about Arm’s clients, and Arm would be unlikely to pursue innovations that challenge Nvidia’s interests.\nCan these concerns really be addressed?\n“We view a potential path forward if Nvidia can present remedies that, among other options, might include creating a ‘Chinese Wall’ between the research and development engine and Arm business contracts in order to ease the regulatory antitrust concerns,” Citibank analysts Atif Malik and Amanda Scarnati said.\nA dead deal is likely to hurt SoftBank the most. While the Japanese technology investor would get to keep the $2 billion Nvidia paid up front, which includes a $1.25 billion breakup fee, the $40 billion ticket price actually represented a whole lot more.\nThat $40 billion figure included what, at the time, was 44.3 million Nvidia shares valued at some $21.5 billion. Since then, Nvidia’s stock has torn higher, making the stock part of a cash-and-stock deal a lot more lucrative.\nNvidia stock was 0.8% lower in premarket trading Friday, slightly outpacing declines in Nasdaq 100 futures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873225181,"gmtCreate":1636950761375,"gmtModify":1636950761375,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873225181","repostId":"1112145208","repostType":4,"repost":{"id":"1112145208","pubTimestamp":1636945957,"share":"https://www.laohu8.com/m/news/1112145208?lang=&edition=full","pubTime":"2021-11-15 11:12","market":"us","language":"en","title":"Soros Reveals Four New Bets; Raises Stakes in Property and Bank Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112145208","media":"Bloomberg","summary":"(Bloomberg) -- Soros Fund Management increased its bets on real estate and financial stocks during t","content":"<p>(Bloomberg) -- Soros Fund Management increased its bets on real estate and financial stocks during the last quarter, while the value of its U.S. equity portfolio dipped to less than $5 billion.</p>\n<p>George Soros’s investment firm disclosed new positions in Hill-Rom Holdings Inc., MGM Growth Properties LLC, JPMorgan Chase & Co. and Goldman Sachs Group Inc., according to a regulatory filing Friday.</p>\n<p>The New York-based firm increased stakes in IHS Markit Ltd. and homebuilder Dr Horton Inc. It exited positions in electric-vehicle battery startup QuantumScape Corp. and elevator manufacturer Otis Worldwide Corp.</p>\n<p>The billionaire philanthropist’s investment firm held $4.96 billion in U.S. equities at the end of the quarter, down $205.2 million from the prior period, the filing showed.</p>\n<p>Money managers overseeing more than $100 million in U.S. equities have to file a 13F form within 45 days of the end of each quarter to list their holdings in stocks that trade on U.S. exchanges. It’s one of the few places to gain insight into how hedge funds and some large family offices invest in stocks.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soros Reveals Four New Bets; Raises Stakes in Property and Bank Stocks</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\">\nSoros Reveals Four New Bets; Raises Stakes in Property and Bank Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 11:12 GMT+8 <a href=https://finance.yahoo.com/news/soros-reveals-four-bets-raises-012305021.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Soros Fund Management increased its bets on real estate and financial stocks during the last quarter, while the value of its U.S. equity portfolio dipped to less than $5 billion.\nGeorge...</p>\n\n<a href=\"https://finance.yahoo.com/news/soros-reveals-four-bets-raises-012305021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","OTIS":"奥的斯","HRC":"希尔罗控股","QS":"Quantumscape Corp.","DHI":"霍顿房屋","JPM":"摩根大通","MGM":"美高梅"},"source_url":"https://finance.yahoo.com/news/soros-reveals-four-bets-raises-012305021.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112145208","content_text":"(Bloomberg) -- Soros Fund Management increased its bets on real estate and financial stocks during the last quarter, while the value of its U.S. equity portfolio dipped to less than $5 billion.\nGeorge Soros’s investment firm disclosed new positions in Hill-Rom Holdings Inc., MGM Growth Properties LLC, JPMorgan Chase & Co. and Goldman Sachs Group Inc., according to a regulatory filing Friday.\nThe New York-based firm increased stakes in IHS Markit Ltd. and homebuilder Dr Horton Inc. It exited positions in electric-vehicle battery startup QuantumScape Corp. and elevator manufacturer Otis Worldwide Corp.\nThe billionaire philanthropist’s investment firm held $4.96 billion in U.S. equities at the end of the quarter, down $205.2 million from the prior period, the filing showed.\nMoney managers overseeing more than $100 million in U.S. equities have to file a 13F form within 45 days of the end of each quarter to list their holdings in stocks that trade on U.S. exchanges. It’s one of the few places to gain insight into how hedge funds and some large family offices invest in stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690070161,"gmtCreate":1639617345966,"gmtModify":1639617346088,"author":{"id":"3582928782122574","authorId":"3582928782122574","name":"Hoba","avatar":"https://static.tigerbbs.com/59c2266c2e959396b467872738c290cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690070161","repostId":"2191992248","repostType":4,"repost":{"id":"2191992248","pubTimestamp":1639612001,"share":"https://www.laohu8.com/m/news/2191992248?lang=&edition=full","pubTime":"2021-12-16 07:46","market":"us","language":"en","title":"Homebuilder Lennar's (LEN) Stock Falls 6% Despite Q4 Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2191992248","media":"StreetInsider","summary":"Lennar Corp. (NYSE: LEN) shares were trading more than 6% lower after-hours, despite the homebuilder","content":"<p><img src=\"https://static.tigerbbs.com/ca0d514a7e38f96505142da6e383daa5\" tg-width=\"158\" tg-height=\"65\" referrerpolicy=\"no-referrer\"></p>\n<p>Lennar Corp. (NYSE: LEN) shares were trading more than 6% lower after-hours, despite the homebuilder reporting strong Q4 results, with EPS coming in at $4.36, ex-items, beating the consensus estimate of $4.15.</p>\n<p>Quarterly revenue grew 24% to $8.4 billion (vs. Street’s $8.2 billion) primarily due to an 11% growth in the number of home deliveries and a 14% growth in the average sales price.</p>\n<p>New orders grew 2% to 15,539 homes with dollar value increasing 16% to $7.3 billion. Backlog grew 26% to 23,771 homes with dollar value increasing 45% to $11.4 billion.</p>\n<p>The company expects deliveries of about 12,500 for Q1/22 and about 67,000 for the full 2022-year.</p>","source":"highlight_streetinsider","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>Homebuilder Lennar's (LEN) Stock Falls 6% Despite Q4 Beat</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\">\nHomebuilder Lennar's (LEN) Stock Falls 6% Despite Q4 Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 07:46 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19357419><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lennar Corp. (NYSE: LEN) shares were trading more than 6% lower after-hours, despite the homebuilder reporting strong Q4 results, with EPS coming in at $4.36, ex-items, beating the consensus estimate ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19357419\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LEN":"莱纳建筑公司","BK4088":"住宅建筑","BK4504":"桥水持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19357419","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191992248","content_text":"Lennar Corp. (NYSE: LEN) shares were trading more than 6% lower after-hours, despite the homebuilder reporting strong Q4 results, with EPS coming in at $4.36, ex-items, beating the consensus estimate of $4.15.\nQuarterly revenue grew 24% to $8.4 billion (vs. Street’s $8.2 billion) primarily due to an 11% growth in the number of home deliveries and a 14% growth in the average sales price.\nNew orders grew 2% to 15,539 homes with dollar value increasing 16% to $7.3 billion. Backlog grew 26% to 23,771 homes with dollar value increasing 45% to $11.4 billion.\nThe company expects deliveries of about 12,500 for Q1/22 and about 67,000 for the full 2022-year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}