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2-year and 10-year Treasurys in July book largest monthly yield drop since March of 2020
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2021-07-31
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Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now
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2021-07-30
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2021-07-30
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8 Stocks To Watch For July 28, 2021
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Meanwhile, equities finished lower Friday, after hitting record highs earlier this week, amid a spike in new virus cases sparked by the spread of COVID-19's delta variant .</p>\n<p><b>What yields are doing</b></p>\n<p><b>Fixed-income drivers</b></p>\n<p>The Federal Reserve's preferred U.S. inflation measure rose sharply again in June and the increase over the past year remained at a 13-year high, raising the cost of living for consumers and casting a shadow over a strong economic recovery.</p>\n<p>The so-called personal-consumption expenditures index rose 0.5% in June, government figures show. Economists polled by the Wall Street Journal had expected the Commerce Department to report that PCE, a measure of household spending on goods and services, increased 0.7% last month. It was the fourth big upturn in a row and kept the increase over the past 12 months at 4%.</p>\n<p>A separate measure of inflation that strips out volatile food and energy prices climbed to the highest level since 1992. The core PCE price index rose 0.4% in June, and its increase over the past 12 months crept up to 3.5% from 3.4%. Central bankers regard the core measure as a better indicator of underlying inflation.One Fed official, St. Louis Fed President James Bullard fell in July as inflation expectations hit the highest level in more than a decade, according to a University of Michigan survey.</p>\n<p>The data come after a reading of second-quarter U.S. gross domestic grew at a 6.5% annualized rate climbing sharply at an 11.8% annual rate.</p>\n<p><b>What strategists and others say</b></p>\n<p>\"Forward-looking indicators do suggest that both the headline and the core inflation is at or close to being at peak...this time around,\" Juha Seppala, an asset allocation strategist at UBS Asset Management, said in emailed comments.\"If the Fed--in particular, core FOMC members--continue to be very dovish and wage growth gets even stronger, we almost certainly will have a second and longer-lasting inflation wave,\" Seppala wrote. \"Tightness in the labor market will lead to faster wage growth. At the same time, the Fed apparently no longer believes in model estimates of full employment and, unlike in the past, will not be pre-emptive in its hikes. That almost guarantees that we will have a second wave of inflation, which is more of a 2022 story.\"There are enough red flags that \"investors have to start considering de-risking,\" warns star money manager Scott Minerd, CIO of Guggenheim Investments. His current stance is that investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than currently realized in financial markets.Gregory Faranello, executive director and head of the U.S. rates group at AmeriVet Securities, said that \"in a nutshell, the dynamics in the bond market do feel a little like stagflation,\" and \"risk assets are not priced for a quick taper down to zero,' as mentioned by the Fed's Bullard today, he said. \"We are priced for a very benign path forward\" and Bullard's comments reflect an \"outlier scenario that's not our base case,\" Faranello said via phone Friday.</p>\n<p>\"If we were to be priced for that outlier scenario, you would see yield-curve dynamics similar to those following the June FOMC,\" he said. \"There would be a repricing on the short-end, in anticipation of sooner Fed liftoff along with expedited taper. You have to ask yourself, 'What could the catalyst be for the outlier scenario?' The catalyst would be inflation: We'd need to get significantly higher core readings of CPI and PCE in the next 3-6 months,\" which would raise the risk that the Fed's hand is forced into more aggressive removal of accommodation.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2-year and 10-year Treasurys in July book largest monthly yield drop since March of 2020</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-year and 10-year Treasurys in July book largest monthly yield drop since March of 2020\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-31 04:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Data on Friday showed that Fed's preferred inflation gauge rose sharply in June.\n</blockquote>\n<p>Treasury yields ended lower on Friday, with the 2- and 10-year rates notching their biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-month drops in over a year, as the Federal Reserve's preferred inflation gauge rose sharply in June, but by less than forecasters had expected.</p>\n<p>The session marked the final trading day in July, which has seen long-dated debt yields fall to around five-month lows. Meanwhile, equities finished lower Friday, after hitting record highs earlier this week, amid a spike in new virus cases sparked by the spread of COVID-19's delta variant .</p>\n<p><b>What yields are doing</b></p>\n<p><b>Fixed-income drivers</b></p>\n<p>The Federal Reserve's preferred U.S. inflation measure rose sharply again in June and the increase over the past year remained at a 13-year high, raising the cost of living for consumers and casting a shadow over a strong economic recovery.</p>\n<p>The so-called personal-consumption expenditures index rose 0.5% in June, government figures show. Economists polled by the Wall Street Journal had expected the Commerce Department to report that PCE, a measure of household spending on goods and services, increased 0.7% last month. It was the fourth big upturn in a row and kept the increase over the past 12 months at 4%.</p>\n<p>A separate measure of inflation that strips out volatile food and energy prices climbed to the highest level since 1992. The core PCE price index rose 0.4% in June, and its increase over the past 12 months crept up to 3.5% from 3.4%. Central bankers regard the core measure as a better indicator of underlying inflation.One Fed official, St. Louis Fed President James Bullard fell in July as inflation expectations hit the highest level in more than a decade, according to a University of Michigan survey.</p>\n<p>The data come after a reading of second-quarter U.S. gross domestic grew at a 6.5% annualized rate climbing sharply at an 11.8% annual rate.</p>\n<p><b>What strategists and others say</b></p>\n<p>\"Forward-looking indicators do suggest that both the headline and the core inflation is at or close to being at peak...this time around,\" Juha Seppala, an asset allocation strategist at UBS Asset Management, said in emailed comments.\"If the Fed--in particular, core FOMC members--continue to be very dovish and wage growth gets even stronger, we almost certainly will have a second and longer-lasting inflation wave,\" Seppala wrote. \"Tightness in the labor market will lead to faster wage growth. At the same time, the Fed apparently no longer believes in model estimates of full employment and, unlike in the past, will not be pre-emptive in its hikes. That almost guarantees that we will have a second wave of inflation, which is more of a 2022 story.\"There are enough red flags that \"investors have to start considering de-risking,\" warns star money manager Scott Minerd, CIO of Guggenheim Investments. His current stance is that investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than currently realized in financial markets.Gregory Faranello, executive director and head of the U.S. rates group at AmeriVet Securities, said that \"in a nutshell, the dynamics in the bond market do feel a little like stagflation,\" and \"risk assets are not priced for a quick taper down to zero,' as mentioned by the Fed's Bullard today, he said. \"We are priced for a very benign path forward\" and Bullard's comments reflect an \"outlier scenario that's not our base case,\" Faranello said via phone Friday.</p>\n<p>\"If we were to be priced for that outlier scenario, you would see yield-curve dynamics similar to those following the June FOMC,\" he said. \"There would be a repricing on the short-end, in anticipation of sooner Fed liftoff along with expedited taper. You have to ask yourself, 'What could the catalyst be for the outlier scenario?' The catalyst would be inflation: We'd need to get significantly higher core readings of CPI and PCE in the next 3-6 months,\" which would raise the risk that the Fed's hand is forced into more aggressive removal of accommodation.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155157333","content_text":"Data on Friday showed that Fed's preferred inflation gauge rose sharply in June.\n\nTreasury yields ended lower on Friday, with the 2- and 10-year rates notching their biggest one-month drops in over a year, as the Federal Reserve's preferred inflation gauge rose sharply in June, but by less than forecasters had expected.\nThe session marked the final trading day in July, which has seen long-dated debt yields fall to around five-month lows. Meanwhile, equities finished lower Friday, after hitting record highs earlier this week, amid a spike in new virus cases sparked by the spread of COVID-19's delta variant .\nWhat yields are doing\nFixed-income drivers\nThe Federal Reserve's preferred U.S. inflation measure rose sharply again in June and the increase over the past year remained at a 13-year high, raising the cost of living for consumers and casting a shadow over a strong economic recovery.\nThe so-called personal-consumption expenditures index rose 0.5% in June, government figures show. Economists polled by the Wall Street Journal had expected the Commerce Department to report that PCE, a measure of household spending on goods and services, increased 0.7% last month. It was the fourth big upturn in a row and kept the increase over the past 12 months at 4%.\nA separate measure of inflation that strips out volatile food and energy prices climbed to the highest level since 1992. The core PCE price index rose 0.4% in June, and its increase over the past 12 months crept up to 3.5% from 3.4%. Central bankers regard the core measure as a better indicator of underlying inflation.One Fed official, St. Louis Fed President James Bullard fell in July as inflation expectations hit the highest level in more than a decade, according to a University of Michigan survey.\nThe data come after a reading of second-quarter U.S. gross domestic grew at a 6.5% annualized rate climbing sharply at an 11.8% annual rate.\nWhat strategists and others say\n\"Forward-looking indicators do suggest that both the headline and the core inflation is at or close to being at peak...this time around,\" Juha Seppala, an asset allocation strategist at UBS Asset Management, said in emailed comments.\"If the Fed--in particular, core FOMC members--continue to be very dovish and wage growth gets even stronger, we almost certainly will have a second and longer-lasting inflation wave,\" Seppala wrote. \"Tightness in the labor market will lead to faster wage growth. At the same time, the Fed apparently no longer believes in model estimates of full employment and, unlike in the past, will not be pre-emptive in its hikes. That almost guarantees that we will have a second wave of inflation, which is more of a 2022 story.\"There are enough red flags that \"investors have to start considering de-risking,\" warns star money manager Scott Minerd, CIO of Guggenheim Investments. His current stance is that investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than currently realized in financial markets.Gregory Faranello, executive director and head of the U.S. rates group at AmeriVet Securities, said that \"in a nutshell, the dynamics in the bond market do feel a little like stagflation,\" and \"risk assets are not priced for a quick taper down to zero,' as mentioned by the Fed's Bullard today, he said. \"We are priced for a very benign path forward\" and Bullard's comments reflect an \"outlier scenario that's not our base case,\" Faranello said via phone Friday.\n\"If we were to be priced for that outlier scenario, you would see yield-curve dynamics similar to those following the June FOMC,\" he said. \"There would be a repricing on the short-end, in anticipation of sooner Fed liftoff along with expedited taper. You have to ask yourself, 'What could the catalyst be for the outlier scenario?' The catalyst would be inflation: We'd need to get significantly higher core readings of CPI and PCE in the next 3-6 months,\" which would raise the risk that the Fed's hand is forced into more aggressive removal of accommodation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802163261,"gmtCreate":1627735128853,"gmtModify":1633756735773,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Good good","listText":"Good good","text":"Good good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802163261","repostId":"1115580649","repostType":4,"repost":{"id":"1115580649","kind":"news","pubTimestamp":1627687297,"share":"https://www.laohu8.com/m/news/1115580649?lang=&edition=full","pubTime":"2021-07-31 07:21","market":"us","language":"en","title":"Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1115580649","media":"Barron's","summary":"Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and recl","content":"<p>Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.</p>\n<p>This past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”</p>\n<p>This year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rivalAdvanced Micro Devices(AMD) has risen as quickly.</p>\n<p>The trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.</p>\n<p>How did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.</p>\n<p>And it might have been slow to react to a power shift toward foundries, likeTaiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.</p>\n<p>There have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.</p>\n<p>The stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with theS&P 500index—or 700 points better with thePHLX Semiconductor Index.</p>\n<p>A positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.</p>\n<p>The CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.</p>\n<p>Speaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”</p>\n<p>Now, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.</p>\n<p>The new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.</p>\n<p>Bulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.<i>Barron’s</i>has been bullishon Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.</p>\n<p>Plenty will be spent on equipment. The EUV machines are made byASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.</p>\n<p>Gelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”</p>\n<p>ASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors isApplied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:21 GMT+8 <a href=https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115580649","content_text":"Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.\nThis past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”\nThis year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rivalAdvanced Micro Devices(AMD) has risen as quickly.\nThe trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.\nHow did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.\nAnd it might have been slow to react to a power shift toward foundries, likeTaiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.\nThere have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.\nThe stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with theS&P 500index—or 700 points better with thePHLX Semiconductor Index.\nA positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.\nThe CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.\nSpeaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”\nNow, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.\nThe new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.\nBulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.Barron’shas been bullishon Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.\nPlenty will be spent on equipment. The EUV machines are made byASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.\nGelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”\nASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors isApplied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808712015,"gmtCreate":1627610216437,"gmtModify":1633757799800,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"My portfolio","listText":"My portfolio","text":"My 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good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808737166","repostId":"2155180430","repostType":4,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808737084,"gmtCreate":1627609912148,"gmtModify":1633757806758,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808737084","repostId":"2155185753","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808734514,"gmtCreate":1627609882838,"gmtModify":1633757807104,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808734514","repostId":"2155185753","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801228372,"gmtCreate":1627519624096,"gmtModify":1633764221916,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Test test test","listText":"Test test test","text":"Test test test","images":[{"img":"https://static.tigerbbs.com/798c477cdd92b8de711d19d153241082","width":"1080","height":"2010"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801228372","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801039561,"gmtCreate":1627471291253,"gmtModify":1633764705746,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801039561","repostId":"2154925939","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801039899,"gmtCreate":1627471262911,"gmtModify":1633764705866,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801039899","repostId":"2154405999","repostType":4,"repost":{"id":"2154405999","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627462897,"share":"https://www.laohu8.com/m/news/2154405999?lang=&edition=full","pubTime":"2021-07-28 17:01","market":"us","language":"en","title":"8 Stocks To Watch For July 28, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2154405999","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects Boeing Co (NYSE: BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares fell 0.6% to $221.00 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Boeing Co</b> (NYSE:BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares rose 0.6% to $223.65 in premarket trading.</li>\n <li><b>Apple Inc</b> (NASDAQ:AAPL) reported stronger-than-expected results for its third quarter, driven by double-digit growth across its product categories. Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. Apple shares, however, fell 0.9% to $145.42 in premarket trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b> (NASDAQ:FB) to post quarterly earnings at $3.02 per share on revenue of $27.82 billion after the closing bell. Facebook shares rose 1.8% to $374.39 in premarket trading.</li>\n <li><b>Alphabet Inc</b> (NASDAQ:GOOGL) reported better-than-expected results for its second quarter on Tuesday. Alphabet shares gained 4% to $2,744.00 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts expect <b>Pfizer Inc.</b> (NYSE:PFE) to report quarterly earnings at $0.96 per share on revenue of $18.45 billion before the opening bell. Pfizer shares slipped 0.4% to $41.94 in premarket trading.</li>\n <li><b>Microsoft Corporation</b> (NASDAQ:MSFT) posted upbeat earnings for its fourth quarter on Tuesday. Microsoft shares gained 0.5% to $288.00 in premarket trading.</li>\n <li>Analysts are expecting <b>McDonald's Corp</b> (NYSE:MCD) to have earned $2.08 per share on revenue of $5.53 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares slipped 0.1% to $246.00 in after-hours trading.</li>\n <li><b>Starbucks Corporation</b> (NASDAQ:SBUX) reported better-than-expected results for its third quarter and raised its FY21 guidance. Starbucks shares, however, fell 2.4% to $123.07 in premarket trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8 Stocks To Watch For July 28, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8 Stocks To Watch For July 28, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-28 17:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Boeing Co</b> (NYSE:BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares rose 0.6% to $223.65 in premarket trading.</li>\n <li><b>Apple Inc</b> (NASDAQ:AAPL) reported stronger-than-expected results for its third quarter, driven by double-digit growth across its product categories. Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. Apple shares, however, fell 0.9% to $145.42 in premarket trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b> (NASDAQ:FB) to post quarterly earnings at $3.02 per share on revenue of $27.82 billion after the closing bell. Facebook shares rose 1.8% to $374.39 in premarket trading.</li>\n <li><b>Alphabet Inc</b> (NASDAQ:GOOGL) reported better-than-expected results for its second quarter on Tuesday. Alphabet shares gained 4% to $2,744.00 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts expect <b>Pfizer Inc.</b> (NYSE:PFE) to report quarterly earnings at $0.96 per share on revenue of $18.45 billion before the opening bell. Pfizer shares slipped 0.4% to $41.94 in premarket trading.</li>\n <li><b>Microsoft Corporation</b> (NASDAQ:MSFT) posted upbeat earnings for its fourth quarter on Tuesday. Microsoft shares gained 0.5% to $288.00 in premarket trading.</li>\n <li>Analysts are expecting <b>McDonald's Corp</b> (NYSE:MCD) to have earned $2.08 per share on revenue of $5.53 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares slipped 0.1% to $246.00 in after-hours trading.</li>\n <li><b>Starbucks Corporation</b> (NASDAQ:SBUX) reported better-than-expected results for its third quarter and raised its FY21 guidance. Starbucks shares, however, fell 2.4% to $123.07 in premarket trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MCD":"麦当劳","SBUX":"星巴克","AAPL":"苹果","BA":"波音","MSFT":"微软","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154405999","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Boeing Co (NYSE:BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares rose 0.6% to $223.65 in premarket trading.\nApple Inc (NASDAQ:AAPL) reported stronger-than-expected results for its third quarter, driven by double-digit growth across its product categories. Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. Apple shares, however, fell 0.9% to $145.42 in premarket trading.\nAnalysts expect Facebook, Inc. (NASDAQ:FB) to post quarterly earnings at $3.02 per share on revenue of $27.82 billion after the closing bell. Facebook shares rose 1.8% to $374.39 in premarket trading.\nAlphabet Inc (NASDAQ:GOOGL) reported better-than-expected results for its second quarter on Tuesday. Alphabet shares gained 4% to $2,744.00 in premarket trading.\n\n\nAnalysts expect Pfizer Inc. (NYSE:PFE) to report quarterly earnings at $0.96 per share on revenue of $18.45 billion before the opening bell. Pfizer shares slipped 0.4% to $41.94 in premarket trading.\nMicrosoft Corporation (NASDAQ:MSFT) posted upbeat earnings for its fourth quarter on Tuesday. Microsoft shares gained 0.5% to $288.00 in premarket trading.\nAnalysts are expecting McDonald's Corp (NYSE:MCD) to have earned $2.08 per share on revenue of $5.53 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares slipped 0.1% to $246.00 in after-hours trading.\nStarbucks Corporation (NASDAQ:SBUX) reported better-than-expected results for its third quarter and raised its FY21 guidance. Starbucks shares, however, fell 2.4% to $123.07 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":808737166,"gmtCreate":1627609934055,"gmtModify":1633757806512,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Good good","listText":"Good good","text":"Good good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808737166","repostId":"2155180430","repostType":4,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801039561,"gmtCreate":1627471291253,"gmtModify":1633764705746,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801039561","repostId":"2154925939","repostType":4,"repost":{"id":"2154925939","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627470180,"share":"https://www.laohu8.com/m/news/2154925939?lang=&edition=full","pubTime":"2021-07-28 19:03","market":"us","language":"en","title":"McDonald's sales surge on BTS meal craze, easing restrictions","url":"https://stock-news.laohu8.com/highlight/detail?id=2154925939","media":"Reuters","summary":"McDonald's Corp said easing COVID-19 restrictions and the roaring popularity of a new meal inspired ","content":"<p>McDonald's Corp said easing COVID-19 restrictions and the roaring popularity of a new meal inspired by South Korean pop band BTS helped the world's biggest fast-food chain beat Wall Street expectations for global sales on Wednesday.</p>\n<p>Same-store sales jumped 40.5% in the second quarter and exceeded the pre-pandemic levels of 2019 for the second straight quarter. Analysts were expecting a 39.81% rise.</p>\n<p>In the past year, fast-food chains have successfully weathered most of the impact from lockdowns, with drive-thrus, competitive pricing and a sharp focus on core menu items powering demand.</p>\n<p>McDonald's sales jump from new menu items, especially the BTS celebrity meal and its crispy chicken sandwiches launched in the United States, helped it counter industry-wide labor shortages and higher ingredient costs.</p>\n<p>\"The BTS Meal drove visits to our restaurants and significant lifts in Chicken McNuggets sales — <a href=\"https://laohu8.com/S/AONE.U\">one</a> of our core menu items,\" McDonald's said.</p>\n<p>The Grammy-nominated boy band's meal was launched in nearly 50 countries and includes chicken McNuggets, fries and two dips.</p>\n<p>The limited edition meal launch have sparked frenzied excitement among the large fan base of the band and had forced McDonald's to shut some outlets in Indonesia.</p>\n<p>Comparable sales in the United States rose 25.9% from a year earlier when the restaurant chain's sales took a hit from government curbs, including limited dine-in capacity and dining room closures. Compared to 2019, U.S. sales grew nearly 15%.</p>\n<p>Analysts were expecting U.S. sales to grow 23.84%, according to IBES data from Refinitiv.</p>\n<p>Total revenue surged by a better-than-expected 57% to $5.89 billion in the three months ended June 30, compared to a year ago when McDonald's posted a 30% drop due to coronavirus restrictions.</p>\n<p>Net income more than quadrupled to $2.22 billion and excluding certain items, the company earned $2.37 per share.</p>\n<p>(Reporting by Aishwarya Venugopal in Bengaluru; Editing by Arun Koyyur)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>McDonald's sales surge on BTS meal craze, easing restrictions</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\">\nMcDonald's sales surge on BTS meal craze, easing restrictions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-28 19:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>McDonald's Corp said easing COVID-19 restrictions and the roaring popularity of a new meal inspired by South Korean pop band BTS helped the world's biggest fast-food chain beat Wall Street expectations for global sales on Wednesday.</p>\n<p>Same-store sales jumped 40.5% in the second quarter and exceeded the pre-pandemic levels of 2019 for the second straight quarter. Analysts were expecting a 39.81% rise.</p>\n<p>In the past year, fast-food chains have successfully weathered most of the impact from lockdowns, with drive-thrus, competitive pricing and a sharp focus on core menu items powering demand.</p>\n<p>McDonald's sales jump from new menu items, especially the BTS celebrity meal and its crispy chicken sandwiches launched in the United States, helped it counter industry-wide labor shortages and higher ingredient costs.</p>\n<p>\"The BTS Meal drove visits to our restaurants and significant lifts in Chicken McNuggets sales — <a href=\"https://laohu8.com/S/AONE.U\">one</a> of our core menu items,\" McDonald's said.</p>\n<p>The Grammy-nominated boy band's meal was launched in nearly 50 countries and includes chicken McNuggets, fries and two dips.</p>\n<p>The limited edition meal launch have sparked frenzied excitement among the large fan base of the band and had forced McDonald's to shut some outlets in Indonesia.</p>\n<p>Comparable sales in the United States rose 25.9% from a year earlier when the restaurant chain's sales took a hit from government curbs, including limited dine-in capacity and dining room closures. Compared to 2019, U.S. sales grew nearly 15%.</p>\n<p>Analysts were expecting U.S. sales to grow 23.84%, according to IBES data from Refinitiv.</p>\n<p>Total revenue surged by a better-than-expected 57% to $5.89 billion in the three months ended June 30, compared to a year ago when McDonald's posted a 30% drop due to coronavirus restrictions.</p>\n<p>Net income more than quadrupled to $2.22 billion and excluding certain items, the company earned $2.37 per share.</p>\n<p>(Reporting by Aishwarya Venugopal in Bengaluru; Editing by Arun Koyyur)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCD":"麦当劳"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154925939","content_text":"McDonald's Corp said easing COVID-19 restrictions and the roaring popularity of a new meal inspired by South Korean pop band BTS helped the world's biggest fast-food chain beat Wall Street expectations for global sales on Wednesday.\nSame-store sales jumped 40.5% in the second quarter and exceeded the pre-pandemic levels of 2019 for the second straight quarter. Analysts were expecting a 39.81% rise.\nIn the past year, fast-food chains have successfully weathered most of the impact from lockdowns, with drive-thrus, competitive pricing and a sharp focus on core menu items powering demand.\nMcDonald's sales jump from new menu items, especially the BTS celebrity meal and its crispy chicken sandwiches launched in the United States, helped it counter industry-wide labor shortages and higher ingredient costs.\n\"The BTS Meal drove visits to our restaurants and significant lifts in Chicken McNuggets sales — one of our core menu items,\" McDonald's said.\nThe Grammy-nominated boy band's meal was launched in nearly 50 countries and includes chicken McNuggets, fries and two dips.\nThe limited edition meal launch have sparked frenzied excitement among the large fan base of the band and had forced McDonald's to shut some outlets in Indonesia.\nComparable sales in the United States rose 25.9% from a year earlier when the restaurant chain's sales took a hit from government curbs, including limited dine-in capacity and dining room closures. Compared to 2019, U.S. sales grew nearly 15%.\nAnalysts were expecting U.S. sales to grow 23.84%, according to IBES data from Refinitiv.\nTotal revenue surged by a better-than-expected 57% to $5.89 billion in the three months ended June 30, compared to a year ago when McDonald's posted a 30% drop due to coronavirus restrictions.\nNet income more than quadrupled to $2.22 billion and excluding certain items, the company earned $2.37 per share.\n(Reporting by Aishwarya Venugopal in Bengaluru; Editing by Arun Koyyur)","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808737084,"gmtCreate":1627609912148,"gmtModify":1633757806758,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808737084","repostId":"2155185753","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802163261,"gmtCreate":1627735128853,"gmtModify":1633756735773,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Good good","listText":"Good good","text":"Good good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802163261","repostId":"1115580649","repostType":4,"repost":{"id":"1115580649","kind":"news","pubTimestamp":1627687297,"share":"https://www.laohu8.com/m/news/1115580649?lang=&edition=full","pubTime":"2021-07-31 07:21","market":"us","language":"en","title":"Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1115580649","media":"Barron's","summary":"Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and recl","content":"<p>Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.</p>\n<p>This past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”</p>\n<p>This year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rivalAdvanced Micro Devices(AMD) has risen as quickly.</p>\n<p>The trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.</p>\n<p>How did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.</p>\n<p>And it might have been slow to react to a power shift toward foundries, likeTaiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.</p>\n<p>There have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.</p>\n<p>The stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with theS&P 500index—or 700 points better with thePHLX Semiconductor Index.</p>\n<p>A positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.</p>\n<p>The CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.</p>\n<p>Speaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”</p>\n<p>Now, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.</p>\n<p>The new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.</p>\n<p>Bulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.<i>Barron’s</i>has been bullishon Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.</p>\n<p>Plenty will be spent on equipment. The EUV machines are made byASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.</p>\n<p>Gelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”</p>\n<p>ASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors isApplied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:21 GMT+8 <a href=https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115580649","content_text":"Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.\nThis past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”\nThis year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rivalAdvanced Micro Devices(AMD) has risen as quickly.\nThe trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.\nHow did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.\nAnd it might have been slow to react to a power shift toward foundries, likeTaiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.\nThere have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.\nThe stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with theS&P 500index—or 700 points better with thePHLX Semiconductor Index.\nA positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.\nThe CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.\nSpeaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”\nNow, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.\nThe new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.\nBulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.Barron’shas been bullishon Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.\nPlenty will be spent on equipment. The EUV machines are made byASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.\nGelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”\nASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors isApplied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808716890,"gmtCreate":1627610185110,"gmtModify":1633757800249,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Good good project","listText":"Good good project","text":"Good good project","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808716890","repostId":"2155180430","repostType":4,"repost":{"id":"2155180430","kind":"news","pubTimestamp":1627608720,"share":"https://www.laohu8.com/m/news/2155180430?lang=&edition=full","pubTime":"2021-07-30 09:32","market":"us","language":"en","title":"Elon Musk's Neuralink raises over $200 million from Google Ventures, others","url":"https://stock-news.laohu8.com/highlight/detail?id=2155180430","media":"StreetInsider","summary":"(Reuters) - Billionaire entrepreneur Elon Musk's brain-chip startup, Neuralink, has raised $205 mill","content":"<p>(Reuters) - Billionaire entrepreneur Elon Musk's brain-chip startup, Neuralink, has raised $205 million in a funding round led by Dubai-based venture capital firm Vy Capital, with participation from Alphabet Inc's Google Ventures, the company said on Thursday.</p>\n<p>Neuralink aims to implant wireless brain computer chips to help cure neurological conditions including Alzheimer's, dementia and spinal cord injuries and fuse humankind with artificial intelligence.</p>\n<p>The company released a video in April showing a male macaque playing a videogame \"Mind Pong\" after getting chips embedded on each side of its brain.</p>\n<p>\"First @Neuralink product will enable someone with paralysis to use a smartphone with their mind faster than someone using thumbs,\" Musk tweeted in June.</p>\n<p>\"The device is implanted flush with skull & charges wirelessly, so you look & feel totally normal,\" he added. (https://bit.ly/2TGpPuQ)</p>\n<p>Valor Equity Partners, Craft Ventures and Founders Fund also participated in the series C funding round. (https://bit.ly/3zPvL4i)</p>\n<p>Co-founded by Musk in 2016, San Francisco-based Neuralink will use the funds to take its first product, N1 Link, to the market, and for research and development.</p>\n<p>Musk has a history of bringing together diverse experts to develop technology previously limited to academic labs through companies such as Tesla Inc, SpaceX and Boring Co.</p>\n<p>SpaceX, a private space company, said in an amended regulatory filing in April, it had raised about $1.16 billion in equity financing.</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>Elon Musk's Neuralink raises over $200 million from Google Ventures, others</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\">\nElon Musk's Neuralink raises over $200 million from Google Ventures, others\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 09:32 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18744432><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Billionaire entrepreneur Elon Musk's brain-chip startup, Neuralink, has raised $205 million in a funding round led by Dubai-based venture capital firm Vy Capital, with participation from ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18744432\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18744432","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155180430","content_text":"(Reuters) - Billionaire entrepreneur Elon Musk's brain-chip startup, Neuralink, has raised $205 million in a funding round led by Dubai-based venture capital firm Vy Capital, with participation from Alphabet Inc's Google Ventures, the company said on Thursday.\nNeuralink aims to implant wireless brain computer chips to help cure neurological conditions including Alzheimer's, dementia and spinal cord injuries and fuse humankind with artificial intelligence.\nThe company released a video in April showing a male macaque playing a videogame \"Mind Pong\" after getting chips embedded on each side of its brain.\n\"First @Neuralink product will enable someone with paralysis to use a smartphone with their mind faster than someone using thumbs,\" Musk tweeted in June.\n\"The device is implanted flush with skull & charges wirelessly, so you look & feel totally normal,\" he added. (https://bit.ly/2TGpPuQ)\nValor Equity Partners, Craft Ventures and Founders Fund also participated in the series C funding round. (https://bit.ly/3zPvL4i)\nCo-founded by Musk in 2016, San Francisco-based Neuralink will use the funds to take its first product, N1 Link, to the market, and for research and development.\nMusk has a history of bringing together diverse experts to develop technology previously limited to academic labs through companies such as Tesla Inc, SpaceX and Boring Co.\nSpaceX, a private space company, said in an amended regulatory filing in April, it had raised about $1.16 billion in equity financing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801039899,"gmtCreate":1627471262911,"gmtModify":1633764705866,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801039899","repostId":"2154405999","repostType":4,"repost":{"id":"2154405999","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627462897,"share":"https://www.laohu8.com/m/news/2154405999?lang=&edition=full","pubTime":"2021-07-28 17:01","market":"us","language":"en","title":"8 Stocks To Watch For July 28, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2154405999","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects Boeing Co (NYSE: BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares fell 0.6% to $221.00 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Boeing Co</b> (NYSE:BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares rose 0.6% to $223.65 in premarket trading.</li>\n <li><b>Apple Inc</b> (NASDAQ:AAPL) reported stronger-than-expected results for its third quarter, driven by double-digit growth across its product categories. Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. Apple shares, however, fell 0.9% to $145.42 in premarket trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b> (NASDAQ:FB) to post quarterly earnings at $3.02 per share on revenue of $27.82 billion after the closing bell. Facebook shares rose 1.8% to $374.39 in premarket trading.</li>\n <li><b>Alphabet Inc</b> (NASDAQ:GOOGL) reported better-than-expected results for its second quarter on Tuesday. Alphabet shares gained 4% to $2,744.00 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts expect <b>Pfizer Inc.</b> (NYSE:PFE) to report quarterly earnings at $0.96 per share on revenue of $18.45 billion before the opening bell. Pfizer shares slipped 0.4% to $41.94 in premarket trading.</li>\n <li><b>Microsoft Corporation</b> (NASDAQ:MSFT) posted upbeat earnings for its fourth quarter on Tuesday. Microsoft shares gained 0.5% to $288.00 in premarket trading.</li>\n <li>Analysts are expecting <b>McDonald's Corp</b> (NYSE:MCD) to have earned $2.08 per share on revenue of $5.53 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares slipped 0.1% to $246.00 in after-hours trading.</li>\n <li><b>Starbucks Corporation</b> (NASDAQ:SBUX) reported better-than-expected results for its third quarter and raised its FY21 guidance. Starbucks shares, however, fell 2.4% to $123.07 in premarket trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8 Stocks To Watch For July 28, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8 Stocks To Watch For July 28, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-28 17:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Boeing Co</b> (NYSE:BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares rose 0.6% to $223.65 in premarket trading.</li>\n <li><b>Apple Inc</b> (NASDAQ:AAPL) reported stronger-than-expected results for its third quarter, driven by double-digit growth across its product categories. Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. Apple shares, however, fell 0.9% to $145.42 in premarket trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b> (NASDAQ:FB) to post quarterly earnings at $3.02 per share on revenue of $27.82 billion after the closing bell. Facebook shares rose 1.8% to $374.39 in premarket trading.</li>\n <li><b>Alphabet Inc</b> (NASDAQ:GOOGL) reported better-than-expected results for its second quarter on Tuesday. Alphabet shares gained 4% to $2,744.00 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts expect <b>Pfizer Inc.</b> (NYSE:PFE) to report quarterly earnings at $0.96 per share on revenue of $18.45 billion before the opening bell. Pfizer shares slipped 0.4% to $41.94 in premarket trading.</li>\n <li><b>Microsoft Corporation</b> (NASDAQ:MSFT) posted upbeat earnings for its fourth quarter on Tuesday. Microsoft shares gained 0.5% to $288.00 in premarket trading.</li>\n <li>Analysts are expecting <b>McDonald's Corp</b> (NYSE:MCD) to have earned $2.08 per share on revenue of $5.53 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares slipped 0.1% to $246.00 in after-hours trading.</li>\n <li><b>Starbucks Corporation</b> (NASDAQ:SBUX) reported better-than-expected results for its third quarter and raised its FY21 guidance. Starbucks shares, however, fell 2.4% to $123.07 in premarket trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MCD":"麦当劳","SBUX":"星巴克","AAPL":"苹果","BA":"波音","MSFT":"微软","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154405999","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Boeing Co (NYSE:BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares rose 0.6% to $223.65 in premarket trading.\nApple Inc (NASDAQ:AAPL) reported stronger-than-expected results for its third quarter, driven by double-digit growth across its product categories. Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. Apple shares, however, fell 0.9% to $145.42 in premarket trading.\nAnalysts expect Facebook, Inc. (NASDAQ:FB) to post quarterly earnings at $3.02 per share on revenue of $27.82 billion after the closing bell. Facebook shares rose 1.8% to $374.39 in premarket trading.\nAlphabet Inc (NASDAQ:GOOGL) reported better-than-expected results for its second quarter on Tuesday. Alphabet shares gained 4% to $2,744.00 in premarket trading.\n\n\nAnalysts expect Pfizer Inc. (NYSE:PFE) to report quarterly earnings at $0.96 per share on revenue of $18.45 billion before the opening bell. Pfizer shares slipped 0.4% to $41.94 in premarket trading.\nMicrosoft Corporation (NASDAQ:MSFT) posted upbeat earnings for its fourth quarter on Tuesday. Microsoft shares gained 0.5% to $288.00 in premarket trading.\nAnalysts are expecting McDonald's Corp (NYSE:MCD) to have earned $2.08 per share on revenue of $5.53 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares slipped 0.1% to $246.00 in after-hours trading.\nStarbucks Corporation (NASDAQ:SBUX) reported better-than-expected results for its third quarter and raised its FY21 guidance. Starbucks shares, however, fell 2.4% to $123.07 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802168746,"gmtCreate":1627735410785,"gmtModify":1633756733609,"author":{"id":"4090555039963300","authorId":"4090555039963300","name":"hakobi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090555039963300","authorIdStr":"4090555039963300"},"themes":[],"htmlText":"Nice nice nice","listText":"Nice nice nice","text":"Nice nice nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802168746","repostId":"2155157333","repostType":4,"repost":{"id":"2155157333","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1627676280,"share":"https://www.laohu8.com/m/news/2155157333?lang=&edition=full","pubTime":"2021-07-31 04:18","market":"us","language":"en","title":"2-year and 10-year Treasurys in July book largest monthly yield drop since March of 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=2155157333","media":"Dow Jones","summary":"Data on Friday showed that Fed's preferred inflation gauge rose sharply in June.\n\nTreasury yields en","content":"<blockquote>\n Data on Friday showed that Fed's preferred inflation gauge rose sharply in June.\n</blockquote>\n<p>Treasury yields ended lower on Friday, with the 2- and 10-year rates notching their biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-month drops in over a year, as the Federal Reserve's preferred inflation gauge rose sharply in June, but by less than forecasters had expected.</p>\n<p>The session marked the final trading day in July, which has seen long-dated debt yields fall to around five-month lows. Meanwhile, equities finished lower Friday, after hitting record highs earlier this week, amid a spike in new virus cases sparked by the spread of COVID-19's delta variant .</p>\n<p><b>What yields are doing</b></p>\n<p><b>Fixed-income drivers</b></p>\n<p>The Federal Reserve's preferred U.S. inflation measure rose sharply again in June and the increase over the past year remained at a 13-year high, raising the cost of living for consumers and casting a shadow over a strong economic recovery.</p>\n<p>The so-called personal-consumption expenditures index rose 0.5% in June, government figures show. Economists polled by the Wall Street Journal had expected the Commerce Department to report that PCE, a measure of household spending on goods and services, increased 0.7% last month. It was the fourth big upturn in a row and kept the increase over the past 12 months at 4%.</p>\n<p>A separate measure of inflation that strips out volatile food and energy prices climbed to the highest level since 1992. The core PCE price index rose 0.4% in June, and its increase over the past 12 months crept up to 3.5% from 3.4%. Central bankers regard the core measure as a better indicator of underlying inflation.One Fed official, St. Louis Fed President James Bullard fell in July as inflation expectations hit the highest level in more than a decade, according to a University of Michigan survey.</p>\n<p>The data come after a reading of second-quarter U.S. gross domestic grew at a 6.5% annualized rate climbing sharply at an 11.8% annual rate.</p>\n<p><b>What strategists and others say</b></p>\n<p>\"Forward-looking indicators do suggest that both the headline and the core inflation is at or close to being at peak...this time around,\" Juha Seppala, an asset allocation strategist at UBS Asset Management, said in emailed comments.\"If the Fed--in particular, core FOMC members--continue to be very dovish and wage growth gets even stronger, we almost certainly will have a second and longer-lasting inflation wave,\" Seppala wrote. \"Tightness in the labor market will lead to faster wage growth. At the same time, the Fed apparently no longer believes in model estimates of full employment and, unlike in the past, will not be pre-emptive in its hikes. That almost guarantees that we will have a second wave of inflation, which is more of a 2022 story.\"There are enough red flags that \"investors have to start considering de-risking,\" warns star money manager Scott Minerd, CIO of Guggenheim Investments. His current stance is that investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than currently realized in financial markets.Gregory Faranello, executive director and head of the U.S. rates group at AmeriVet Securities, said that \"in a nutshell, the dynamics in the bond market do feel a little like stagflation,\" and \"risk assets are not priced for a quick taper down to zero,' as mentioned by the Fed's Bullard today, he said. \"We are priced for a very benign path forward\" and Bullard's comments reflect an \"outlier scenario that's not our base case,\" Faranello said via phone Friday.</p>\n<p>\"If we were to be priced for that outlier scenario, you would see yield-curve dynamics similar to those following the June FOMC,\" he said. \"There would be a repricing on the short-end, in anticipation of sooner Fed liftoff along with expedited taper. You have to ask yourself, 'What could the catalyst be for the outlier scenario?' The catalyst would be inflation: We'd need to get significantly higher core readings of CPI and PCE in the next 3-6 months,\" which would raise the risk that the Fed's hand is forced into more aggressive removal of accommodation.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2-year and 10-year Treasurys in July book largest monthly yield drop since March of 2020</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-year and 10-year Treasurys in July book largest monthly yield drop since March of 2020\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-31 04:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Data on Friday showed that Fed's preferred inflation gauge rose sharply in June.\n</blockquote>\n<p>Treasury yields ended lower on Friday, with the 2- and 10-year rates notching their biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-month drops in over a year, as the Federal Reserve's preferred inflation gauge rose sharply in June, but by less than forecasters had expected.</p>\n<p>The session marked the final trading day in July, which has seen long-dated debt yields fall to around five-month lows. Meanwhile, equities finished lower Friday, after hitting record highs earlier this week, amid a spike in new virus cases sparked by the spread of COVID-19's delta variant .</p>\n<p><b>What yields are doing</b></p>\n<p><b>Fixed-income drivers</b></p>\n<p>The Federal Reserve's preferred U.S. inflation measure rose sharply again in June and the increase over the past year remained at a 13-year high, raising the cost of living for consumers and casting a shadow over a strong economic recovery.</p>\n<p>The so-called personal-consumption expenditures index rose 0.5% in June, government figures show. Economists polled by the Wall Street Journal had expected the Commerce Department to report that PCE, a measure of household spending on goods and services, increased 0.7% last month. It was the fourth big upturn in a row and kept the increase over the past 12 months at 4%.</p>\n<p>A separate measure of inflation that strips out volatile food and energy prices climbed to the highest level since 1992. The core PCE price index rose 0.4% in June, and its increase over the past 12 months crept up to 3.5% from 3.4%. Central bankers regard the core measure as a better indicator of underlying inflation.One Fed official, St. Louis Fed President James Bullard fell in July as inflation expectations hit the highest level in more than a decade, according to a University of Michigan survey.</p>\n<p>The data come after a reading of second-quarter U.S. gross domestic grew at a 6.5% annualized rate climbing sharply at an 11.8% annual rate.</p>\n<p><b>What strategists and others say</b></p>\n<p>\"Forward-looking indicators do suggest that both the headline and the core inflation is at or close to being at peak...this time around,\" Juha Seppala, an asset allocation strategist at UBS Asset Management, said in emailed comments.\"If the Fed--in particular, core FOMC members--continue to be very dovish and wage growth gets even stronger, we almost certainly will have a second and longer-lasting inflation wave,\" Seppala wrote. \"Tightness in the labor market will lead to faster wage growth. At the same time, the Fed apparently no longer believes in model estimates of full employment and, unlike in the past, will not be pre-emptive in its hikes. That almost guarantees that we will have a second wave of inflation, which is more of a 2022 story.\"There are enough red flags that \"investors have to start considering de-risking,\" warns star money manager Scott Minerd, CIO of Guggenheim Investments. His current stance is that investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than currently realized in financial markets.Gregory Faranello, executive director and head of the U.S. rates group at AmeriVet Securities, said that \"in a nutshell, the dynamics in the bond market do feel a little like stagflation,\" and \"risk assets are not priced for a quick taper down to zero,' as mentioned by the Fed's Bullard today, he said. \"We are priced for a very benign path forward\" and Bullard's comments reflect an \"outlier scenario that's not our base case,\" Faranello said via phone Friday.</p>\n<p>\"If we were to be priced for that outlier scenario, you would see yield-curve dynamics similar to those following the June FOMC,\" he said. \"There would be a repricing on the short-end, in anticipation of sooner Fed liftoff along with expedited taper. You have to ask yourself, 'What could the catalyst be for the outlier scenario?' The catalyst would be inflation: We'd need to get significantly higher core readings of CPI and PCE in the next 3-6 months,\" which would raise the risk that the Fed's hand is forced into more aggressive removal of accommodation.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155157333","content_text":"Data on Friday showed that Fed's preferred inflation gauge rose sharply in June.\n\nTreasury yields ended lower on Friday, with the 2- and 10-year rates notching their biggest one-month drops in over a year, as the Federal Reserve's preferred inflation gauge rose sharply in June, but by less than forecasters had expected.\nThe session marked the final trading day in July, which has seen long-dated debt yields fall to around five-month lows. Meanwhile, equities finished lower Friday, after hitting record highs earlier this week, amid a spike in new virus cases sparked by the spread of COVID-19's delta variant .\nWhat yields are doing\nFixed-income drivers\nThe Federal Reserve's preferred U.S. inflation measure rose sharply again in June and the increase over the past year remained at a 13-year high, raising the cost of living for consumers and casting a shadow over a strong economic recovery.\nThe so-called personal-consumption expenditures index rose 0.5% in June, government figures show. Economists polled by the Wall Street Journal had expected the Commerce Department to report that PCE, a measure of household spending on goods and services, increased 0.7% last month. It was the fourth big upturn in a row and kept the increase over the past 12 months at 4%.\nA separate measure of inflation that strips out volatile food and energy prices climbed to the highest level since 1992. The core PCE price index rose 0.4% in June, and its increase over the past 12 months crept up to 3.5% from 3.4%. Central bankers regard the core measure as a better indicator of underlying inflation.One Fed official, St. Louis Fed President James Bullard fell in July as inflation expectations hit the highest level in more than a decade, according to a University of Michigan survey.\nThe data come after a reading of second-quarter U.S. gross domestic grew at a 6.5% annualized rate climbing sharply at an 11.8% annual rate.\nWhat strategists and others say\n\"Forward-looking indicators do suggest that both the headline and the core inflation is at or close to being at peak...this time around,\" Juha Seppala, an asset allocation strategist at UBS Asset Management, said in emailed comments.\"If the Fed--in particular, core FOMC members--continue to be very dovish and wage growth gets even stronger, we almost certainly will have a second and longer-lasting inflation wave,\" Seppala wrote. \"Tightness in the labor market will lead to faster wage growth. At the same time, the Fed apparently no longer believes in model estimates of full employment and, unlike in the past, will not be pre-emptive in its hikes. That almost guarantees that we will have a second wave of inflation, which is more of a 2022 story.\"There are enough red flags that \"investors have to start considering de-risking,\" warns star money manager Scott Minerd, CIO of Guggenheim Investments. His current stance is that investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than currently realized in financial markets.Gregory Faranello, executive director and head of the U.S. rates group at AmeriVet Securities, said that \"in a nutshell, the dynamics in the bond market do feel a little like stagflation,\" and \"risk assets are not priced for a quick taper down to zero,' as mentioned by the Fed's Bullard today, he said. \"We are priced for a very benign path forward\" and Bullard's comments reflect an \"outlier scenario that's not our base case,\" Faranello said via phone Friday.\n\"If we were to be priced for that outlier scenario, you would see yield-curve dynamics similar to those following the June FOMC,\" he said. \"There would be a repricing on the short-end, in anticipation of sooner Fed liftoff along with expedited taper. You have to ask yourself, 'What could the catalyst be for the outlier scenario?' 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