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Tinycub22

Tinycub22

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2021-12-25

Great

Catalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight

2021-12-25

Wonder how it will looks like when interest increses.

Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022

2021-12-25

Great to know this

3 Best Buffett Stocks to Buy for the Long Haul

2021-12-25

Interesting

What Is the Market Missing on fuboTV?

2021-12-25

Msft keep going....

Better Cloud Stock: Microsoft vs. Amazon

2021-12-22

Great. Hope the share price goes up?

Microsoft's $16 billion Nuance bid gets EU antitrust approval

2021-12-06

Love tiger apps,user friendly and more features.looking forward to my investment journey

去老虎APP查看更多动态

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a breakdown of some of next week's actionable events tha","content":"<p>Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning'sregularStocks to Watch article&nbsp;for a full list of events planned for the week or the&nbsp;Seeking Alpha earnings calendar&nbsp;for companies due to report.</p>\n<p><b>Monday - December 27</b></p>\n<ul>\n <li><b>Volatility watch -</b>Options trading spiked higher again this week on KemPharm(NASDAQ:KMPH), Johnson Controls International(NYSE:JCI)and Adagio Therapeutics(NASDAQ:AVCT). Stocks generating strong interest on Reddit's WallStreetBets include AMD(NASDAQ:AMD), AMC Entertainment(NYSE:AMC)and Allakos(NASDAQ:ALLK). Biofrontera(NASDAQ:BFRI)is buzzing on Stocktwits. Short interest positions are elevated heading into next week on Cortexyme(NASDAQ:CRTX), Tattoed Chef(NASDAQ:TTCF)and Corsair Gaming(NASDAQ:CRSR). Keep an eye on Nikola(NASDAQ:NKLA)for further short squeeze potential.</li>\n <li><b>All day</b>-Baidu(NASDAQ:BIDU)hosts its annual flagship developers' conference called Baidu Create. The event will also be China's first metaverse conference as it takes place on the XiRang platform. The virtual reality platform enables up to 100,000 online attendees to interact with 100 speakers from around the world at the three-dimensional conference. Baidu plans to release its technological advances and applications in a number of cutting-edge areas such as artificial intelligence, autonomous driving, intelligent transportation, quantum computing, and biocomputing at the conference. Shares of BIDU trade near the low end of their 52-week range.</li>\n <li><b>All day -</b>Immersion(NASDAQ:IMMR)holds a special shareholder meeting to vote on an equity incentive plan and adjournment of the special meeting to a later date.</li>\n <li><b>All day -</b>Pre-IPO shareholders with DiDi Global(NYSE:DIDI)will be allowed to sell their shares after a lock-up period expires.</li>\n <li><b>All day -</b>The deadline for the redemption of Alight(NYSE:ALIT)public warrants expires. The expiration of warrants can lead to a share price increase if dilution risk is seen being removed.</li>\n <li><b>All day -</b>The tender offer for Southwest Gas(NYSE:SWX)from Carl Icahn at $75 per share expires. The company has urged investors to reject Icahn's takeover attempt, saying his tender offer undervalues the company and is highly conditional.</li>\n</ul>\n<p><b>Tuesday - December 28</b></p>\n<ul>\n <li><b>All day -</b>The SEMICON Taiwan Semiconductor conference runs from December 28-31 with a focus on the latest innovations that will drive the next wave of industry growth. Chip heavyweights Taiwan Semiconductor Manufacturing Company(NYSE:TSM), ASE Technology Holding Co(NYSE:ASX)and Nanya Technology(OTCPK:NNYAF)will be exhibitors, as well as new artificial intelligence, Internet of Things, 5G and machine learning startups. 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The satellite launch company was split off from Virgin Galactic(NYSE:SPCE)in 2017. Virgin Orbit recently announced an extension of its partnership with Arqit Quantum(NASDAQ:ARQQ)on space-based encryption services to private, defense, and intelligence customers globally. Virgin Orbit is developing a space launch system based on a modified 747-400 aircraft. The company expects to trade under the ticker symbol VORB after the SPAC deal is completed.</li>\n <li><b>All day -</b>Shareholders with Athena Technology(NYSE:ATHN)are scheduled to meet to approve the SPAC deal to take concentrated solar energy company Heliogen public. Heliogen’s technology uses a field of mirrors to capture sunlight for converting into heat, electricity or clean fuels. ArcelorMittal(NYSE:MT)has an initial investment of at least $10M in Heliogen.</li>\n <li><b>2:00 p.m.</b>The deadline hits for the public redemption of AerSale(NASDAQ:ASLE)public warrants. AerSale says its election to redeem warrants on a cashless basis limits dilution to existing shareholders and is simpler and less burdensome to warrant holders.</li>\n</ul>\n<p><b>Thursday - December 30</b></p>\n<ul>\n <li><b>All day -</b>Shareholders with CF Acquisition Corp.(NASDAQ:CFV)meet to vote on the SPAC deal to take earth observation company Satellogic public. Satellogic is building a new plant in the Netherlands to produce as many as 25 satellites a quarter.</li>\n <li><b>8:30 a.m.</b>The initial jobless claims report drops to expectations for an increase to about 220K from 205K the week prior. Claims are at very low levels due to the strength in labor demand.</li>\n</ul>\n<p><b>Friday - December 31</b></p>\n<ul>\n <li><b>All day -</b>The last major economic report for investors to chew for the year on will be the China PMI print. The last two updates on China PMI have fallen below expectations.</li>\n <li><b>All day -</b>It is the walk date for the MKS Instruments(NASDAQ:MKSI)acquisition of Atotech(NYSE:ATC). MKS plans to acquire Atotech for $16.20 in cash and 0.0552 of a share of MKS per Atotech share. Atotech has gained 2.78% over the last week and is close to its post-deal high.</li>\n</ul>","source":"lsy1617334820801","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>Catalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight</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\">\nCatalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783324-catalyst-watch-for-next-week-baidu-virgin-orbit-and-nikola-in-the-spotlight><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning'sregularStocks to Watch article for a full list of events ...</p>\n\n<a href=\"https://seekingalpha.com/news/3783324-catalyst-watch-for-next-week-baidu-virgin-orbit-and-nikola-in-the-spotlight\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","NKLA":"Nikola Corporation"},"source_url":"https://seekingalpha.com/news/3783324-catalyst-watch-for-next-week-baidu-virgin-orbit-and-nikola-in-the-spotlight","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160601915","content_text":"Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning'sregularStocks to Watch article for a full list of events planned for the week or the Seeking Alpha earnings calendar for companies due to report.\nMonday - December 27\n\nVolatility watch -Options trading spiked higher again this week on KemPharm(NASDAQ:KMPH), Johnson Controls International(NYSE:JCI)and Adagio Therapeutics(NASDAQ:AVCT). Stocks generating strong interest on Reddit's WallStreetBets include AMD(NASDAQ:AMD), AMC Entertainment(NYSE:AMC)and Allakos(NASDAQ:ALLK). Biofrontera(NASDAQ:BFRI)is buzzing on Stocktwits. Short interest positions are elevated heading into next week on Cortexyme(NASDAQ:CRTX), Tattoed Chef(NASDAQ:TTCF)and Corsair Gaming(NASDAQ:CRSR). Keep an eye on Nikola(NASDAQ:NKLA)for further short squeeze potential.\nAll day-Baidu(NASDAQ:BIDU)hosts its annual flagship developers' conference called Baidu Create. The event will also be China's first metaverse conference as it takes place on the XiRang platform. The virtual reality platform enables up to 100,000 online attendees to interact with 100 speakers from around the world at the three-dimensional conference. Baidu plans to release its technological advances and applications in a number of cutting-edge areas such as artificial intelligence, autonomous driving, intelligent transportation, quantum computing, and biocomputing at the conference. Shares of BIDU trade near the low end of their 52-week range.\nAll day -Immersion(NASDAQ:IMMR)holds a special shareholder meeting to vote on an equity incentive plan and adjournment of the special meeting to a later date.\nAll day -Pre-IPO shareholders with DiDi Global(NYSE:DIDI)will be allowed to sell their shares after a lock-up period expires.\nAll day -The deadline for the redemption of Alight(NYSE:ALIT)public warrants expires. The expiration of warrants can lead to a share price increase if dilution risk is seen being removed.\nAll day -The tender offer for Southwest Gas(NYSE:SWX)from Carl Icahn at $75 per share expires. The company has urged investors to reject Icahn's takeover attempt, saying his tender offer undervalues the company and is highly conditional.\n\nTuesday - December 28\n\nAll day -The SEMICON Taiwan Semiconductor conference runs from December 28-31 with a focus on the latest innovations that will drive the next wave of industry growth. Chip heavyweights Taiwan Semiconductor Manufacturing Company(NYSE:TSM), ASE Technology Holding Co(NYSE:ASX)and Nanya Technology(OTCPK:NNYAF)will be exhibitors, as well as new artificial intelligence, Internet of Things, 5G and machine learning startups. Onto Innovation(NYSE:ONTO)is being circled as an exhibitor to watch at the conference.\nAll day -Cal-Maine Foods(NASDAQ:CALM)earnings report. Options trading on Cal-Maine implies a move of close to 6% after the numbers drop.\n9:00 a.m.The S&P CoreLogic Case-Shiller home price index for October is expected to be reported at +19.4% to follow on the 19.5% increase in September. Home price growth has been gently easing since July even as demand has stayed robust amid tight supply. Some analysts think a cool Case-Shiller print could shake up sentiment on homebuilder stocks such as D.R. Horton(NYSE:DHI), KB Home(NYSE:KBH), Toll Brothers(NYSE:TOL), Lennar(NYSE:LEN), Beazer Homes(NYSE:BZH)and PulteGroup(NYSE:PHM).\n\nWednesday - December 29\n\nAll day- NextGen Acquisition Corp. II(NASDAQ:NGCA)shareholders meet to vote on the SPAC deal to take Virgin Orbit public. The satellite launch company was split off from Virgin Galactic(NYSE:SPCE)in 2017. Virgin Orbit recently announced an extension of its partnership with Arqit Quantum(NASDAQ:ARQQ)on space-based encryption services to private, defense, and intelligence customers globally. Virgin Orbit is developing a space launch system based on a modified 747-400 aircraft. The company expects to trade under the ticker symbol VORB after the SPAC deal is completed.\nAll day -Shareholders with Athena Technology(NYSE:ATHN)are scheduled to meet to approve the SPAC deal to take concentrated solar energy company Heliogen public. Heliogen’s technology uses a field of mirrors to capture sunlight for converting into heat, electricity or clean fuels. ArcelorMittal(NYSE:MT)has an initial investment of at least $10M in Heliogen.\n2:00 p.m.The deadline hits for the public redemption of AerSale(NASDAQ:ASLE)public warrants. AerSale says its election to redeem warrants on a cashless basis limits dilution to existing shareholders and is simpler and less burdensome to warrant holders.\n\nThursday - December 30\n\nAll day -Shareholders with CF Acquisition Corp.(NASDAQ:CFV)meet to vote on the SPAC deal to take earth observation company Satellogic public. Satellogic is building a new plant in the Netherlands to produce as many as 25 satellites a quarter.\n8:30 a.m.The initial jobless claims report drops to expectations for an increase to about 220K from 205K the week prior. Claims are at very low levels due to the strength in labor demand.\n\nFriday - December 31\n\nAll day -The last major economic report for investors to chew for the year on will be the China PMI print. The last two updates on China PMI have fallen below expectations.\nAll day -It is the walk date for the MKS Instruments(NASDAQ:MKSI)acquisition of Atotech(NYSE:ATC). MKS plans to acquire Atotech for $16.20 in cash and 0.0552 of a share of MKS per Atotech share. Atotech has gained 2.78% over the last week and is close to its post-deal high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698504368,"gmtCreate":1640432941182,"gmtModify":1640433202251,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wonder how it will looks like when interest increses.&nbsp;","listText":"Wonder how it will looks like when interest increses.&nbsp;","text":"Wonder how it will looks like when interest increses.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698504368","repostId":"1195657371","repostType":4,"repost":{"id":"1195657371","pubTimestamp":1640394204,"share":"https://www.laohu8.com/m/news/1195657371?lang=&edition=full","pubTime":"2021-12-25 09:03","market":"us","language":"en","title":"Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1195657371","media":"Seeking Alpha","summary":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b","content":"<ul>\n <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth&nbsp;from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li>\n <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li>\n <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li>\n <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li>\n <li>The&nbsp;metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li>\n <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li>\n <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li>\n <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&amp;A candidates for next year.</li>\n <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li>\n <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li>\n <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack&nbsp;down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li>\n <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</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>Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022</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\">\nWill Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT)...</p>\n\n<a href=\"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195657371","content_text":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.\nAnalyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.\nAs part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.\nIves also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.\nThe metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.\nIves also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).\nCybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).\nDespite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.\nOn the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"\nKeeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.\nIves also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.\nLastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698505520,"gmtCreate":1640432626993,"gmtModify":1640432846017,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great to know this","listText":"Great to know this","text":"Great to know this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698505520","repostId":"2193917872","repostType":4,"repost":{"id":"2193917872","pubTimestamp":1640398248,"share":"https://www.laohu8.com/m/news/2193917872?lang=&edition=full","pubTime":"2021-12-25 10:10","market":"us","language":"en","title":"3 Best Buffett Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2193917872","media":"Motley Fool","summary":"Each of these three big pharma stocks are featured in Berkshire Hathaway's massive portfolio.","content":"<p>Since Warren Buffett took full control of <b>Berkshire Hathaway</b> in 1965, it became a diversified holding company with investments in publicly traded companies totaling nearly $345 billion at the time of writing.</p>\n<p>The Oracle of Omaha's reputation of buying the highest quality businesses means that many individual investors could also benefit from adding these stocks to their portfolios. Here are three healthcare stocks that Buffett owns, which you may also want to consider buying and holding for the long run.</p>\n<h2>1. Johnson &amp; Johnson</h2>\n<p>The first pharma stock within Berkshire's portfolio to contemplate purchasing is <b>Johnson &amp; Johnson</b> (NYSE:JNJ). While the stock is one of Buffett's smallest holdings, valued at just under $55 million, this doesn't take away from its 59 consecutive years of dividend increases that make the stock a Dividend King.</p>\n<p>J&amp;J will be spinning off its slower-growing and less profitable consumer health segment in the next 18 to 24 months, which should allow the company to focus on its faster-growing, more profitable pharmaceutical segment.</p>\n<p>J&amp;J has a strong existing drug portfolio, which should be able to make up for the upcoming 2025 to 2026 patent expirations for its top-selling drug known, Stelara. Year to date, the immunology drug made up just 9.9% of J&amp;J's $69 billion in net sales.</p>\n<p>These drugs include the immunology blockbuster Tremfya, which received its first of three U.S. Food and Drug Administration (FDA) approvals to date in July 2017. Another drug that was recently approved by the FDA was the oncology blockbuster called Darzalex, which received its first of nine FDA approvals to date in November 2015. These two drugs have grown their year-to-date revenue at high-40% clips year over year and should remain under patent most of this decade.</p>\n<p>J&amp;J's enviable existing drug portfolio and its nearly four dozen indications in late-stage clinical trials explain why analysts anticipate that the stock will deliver 8% annual non-GAAP (adjusted) earnings per share (EPS) growth over the next five years.</p>\n<p>Income investors can scoop up J&amp;J's 2.5% dividend yield at a forward P/E ratio of just 16.2 times, which makes the steady healthcare stock a great buy for the long term.</p>\n<h2>2. Bristol Myers Squibb</h2>\n<p>Another Buffett stock that could be a great fit in your portfolio is <b>Bristol Myers Squibb</b> (NYSE:BMY). Berkshire's Bristol Myers Squibb stake totals nearly $1.4 billion, making it one of the largest healthcare holdings in Berkshire's portfolio.</p>\n<p>Bristol Myers Squibb's oncology blockbusters Revlimid and Opdivo and the anticoagulant blockbuster co-owned with <b>Pfizer</b> (NYSE:PFE) named Eliquis each face patent expirations later this decade. While looming patent expirations on three drugs that account for approximately two-thirds of your company's total revenue sounds frightening, this is nothing new; it's just the nature of Bristol Myers Squibb's industry.</p>\n<p>What matters most is that a company is proactive in developing and acquiring its next generation of blockbuster drugs to absorb key patent expirations. With more than 50 compounds in over 40 different disease areas currently in development at Bristol Myers Squibb, this is exactly what the company has been doing for years now.</p>\n<p>As a result, analysts are projecting that Bristol Myers Squibb will be able to generate 6% annual earnings growth through the next five years.</p>\n<p>Yield-hungry investors can buy Bristol Myers Squibb's market-crushing 3.5% yield at a ridiculously cheap forward P/E ratio of 7.9, which is what makes the stock a buy for those looking to hedge against inflation.</p>\n<h2>3. AbbVie</h2>\n<p>Finally, a Buffett stock that'd also be a good fit for income investors is <b>AbbVie</b> (NYSE:ABBV). Berkshire currently holds about $1.9 billion worth of AbbVie stock.</p>\n<p>It's well known at this point that the biopharmaceutical's top-selling drug in the world, Humira, will be facing intense biosimilar competition in the U.S. beginning in 2023. Even though the immunology drug's U.S. sales made up 31% of AbbVie's $41.24 billion total year-to-date sales, the company's pipeline should be able to stabilize and grow its net revenue beyond 2023.</p>\n<p>AbbVie has 54 compounds in various stages of clinical trials, which is why analysts are forecasting that the stock will grow its adjusted EPS 4.5% annually in the next five years.</p>\n<p>AbbVie's massive 4.4% dividend yield can be picked up at a forward P/E ratio of only 9.3.&nbsp;This is an attractive valuation for a stock with the ability to fight off inflation with healthy dividend hikes.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Best Buffett Stocks to Buy for the Long Haul</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\">\n3 Best Buffett Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/3-best-buffett-stocks-to-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since Warren Buffett took full control of Berkshire Hathaway in 1965, it became a diversified holding company with investments in publicly traded companies totaling nearly $345 billion at the time of ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-best-buffett-stocks-to-buy-for-the-long-haul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMY":"施贵宝","ABBV":"艾伯维公司","JNJ":"强生"},"source_url":"https://www.fool.com/investing/2021/12/24/3-best-buffett-stocks-to-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193917872","content_text":"Since Warren Buffett took full control of Berkshire Hathaway in 1965, it became a diversified holding company with investments in publicly traded companies totaling nearly $345 billion at the time of writing.\nThe Oracle of Omaha's reputation of buying the highest quality businesses means that many individual investors could also benefit from adding these stocks to their portfolios. Here are three healthcare stocks that Buffett owns, which you may also want to consider buying and holding for the long run.\n1. Johnson & Johnson\nThe first pharma stock within Berkshire's portfolio to contemplate purchasing is Johnson & Johnson (NYSE:JNJ). While the stock is one of Buffett's smallest holdings, valued at just under $55 million, this doesn't take away from its 59 consecutive years of dividend increases that make the stock a Dividend King.\nJ&J will be spinning off its slower-growing and less profitable consumer health segment in the next 18 to 24 months, which should allow the company to focus on its faster-growing, more profitable pharmaceutical segment.\nJ&J has a strong existing drug portfolio, which should be able to make up for the upcoming 2025 to 2026 patent expirations for its top-selling drug known, Stelara. Year to date, the immunology drug made up just 9.9% of J&J's $69 billion in net sales.\nThese drugs include the immunology blockbuster Tremfya, which received its first of three U.S. Food and Drug Administration (FDA) approvals to date in July 2017. Another drug that was recently approved by the FDA was the oncology blockbuster called Darzalex, which received its first of nine FDA approvals to date in November 2015. These two drugs have grown their year-to-date revenue at high-40% clips year over year and should remain under patent most of this decade.\nJ&J's enviable existing drug portfolio and its nearly four dozen indications in late-stage clinical trials explain why analysts anticipate that the stock will deliver 8% annual non-GAAP (adjusted) earnings per share (EPS) growth over the next five years.\nIncome investors can scoop up J&J's 2.5% dividend yield at a forward P/E ratio of just 16.2 times, which makes the steady healthcare stock a great buy for the long term.\n2. Bristol Myers Squibb\nAnother Buffett stock that could be a great fit in your portfolio is Bristol Myers Squibb (NYSE:BMY). Berkshire's Bristol Myers Squibb stake totals nearly $1.4 billion, making it one of the largest healthcare holdings in Berkshire's portfolio.\nBristol Myers Squibb's oncology blockbusters Revlimid and Opdivo and the anticoagulant blockbuster co-owned with Pfizer (NYSE:PFE) named Eliquis each face patent expirations later this decade. While looming patent expirations on three drugs that account for approximately two-thirds of your company's total revenue sounds frightening, this is nothing new; it's just the nature of Bristol Myers Squibb's industry.\nWhat matters most is that a company is proactive in developing and acquiring its next generation of blockbuster drugs to absorb key patent expirations. With more than 50 compounds in over 40 different disease areas currently in development at Bristol Myers Squibb, this is exactly what the company has been doing for years now.\nAs a result, analysts are projecting that Bristol Myers Squibb will be able to generate 6% annual earnings growth through the next five years.\nYield-hungry investors can buy Bristol Myers Squibb's market-crushing 3.5% yield at a ridiculously cheap forward P/E ratio of 7.9, which is what makes the stock a buy for those looking to hedge against inflation.\n3. AbbVie\nFinally, a Buffett stock that'd also be a good fit for income investors is AbbVie (NYSE:ABBV). Berkshire currently holds about $1.9 billion worth of AbbVie stock.\nIt's well known at this point that the biopharmaceutical's top-selling drug in the world, Humira, will be facing intense biosimilar competition in the U.S. beginning in 2023. Even though the immunology drug's U.S. sales made up 31% of AbbVie's $41.24 billion total year-to-date sales, the company's pipeline should be able to stabilize and grow its net revenue beyond 2023.\nAbbVie has 54 compounds in various stages of clinical trials, which is why analysts are forecasting that the stock will grow its adjusted EPS 4.5% annually in the next five years.\nAbbVie's massive 4.4% dividend yield can be picked up at a forward P/E ratio of only 9.3. This is an attractive valuation for a stock with the ability to fight off inflation with healthy dividend hikes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698505982,"gmtCreate":1640432322674,"gmtModify":1640432322674,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698505982","repostId":"2193917819","repostType":4,"repost":{"id":"2193917819","pubTimestamp":1640399103,"share":"https://www.laohu8.com/m/news/2193917819?lang=&edition=full","pubTime":"2021-12-25 10:25","market":"us","language":"en","title":"What Is the Market Missing on fuboTV?","url":"https://stock-news.laohu8.com/highlight/detail?id=2193917819","media":"Motley Fool","summary":"Digging deeper into the drivers of growth and profitability may offer some clues.","content":"<p><b>fuboTV</b>'s (NYSE:FUBO) business is growing rapidly. The sports-focused streaming TV company is gaining market share and building a loyal customer base of highly engaged viewers. Yet 2021 has not been kind to fuboTV investors, with shares down about 75% since its all-time high in December 2020 as analysts and investors fret about the company's path to profitability. While the company still faces real challenges, critics may also be overlooking its considerable opportunity.</p>\n<h2><b>What's fueling fuboTV's growth</b></h2>\n<p>fuboTV established itself in 2015 as a sports-first online streaming service. Since then, the company has expanded its programming become a viable alternative to traditional cable, both for sports fans and the entire household.</p>\n<p>CEO David Gandler believes 40 million-50 million of the 72 million households that currently pay for cable or satellite TV will sign up for internet-based content aggregating services like fuboTV over the next five years. Gandler predicts that fuboTV will grab about 10% of that market -- roughly 5 million customers, compared to the 1 million it reached in November.</p>\n<p>fuboTV recorded astonishing triple-digit growth in subscribers and revenue in each of the three quarters in 2021:</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Key Metrics &amp; Year-Over-Year Growth (%)</b></p></th>\n   <th><p><b>Q3'2021</b></p></th>\n   <th><p><b>Q2'2021</b></p></th>\n   <th><p><b>Q1'2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Subscribers</p></td>\n   <td><p>108%</p></td>\n   <td><p>138%</p></td>\n   <td><p>105%</p></td>\n  </tr>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>156%</p></td>\n   <td><p>196%</p></td>\n   <td><p>135%</p></td>\n  </tr>\n  <tr>\n   <td><p>Subscription Revenue</p></td>\n   <td><p>158%</p></td>\n   <td><p>189%</p></td>\n   <td><p>131%</p></td>\n  </tr>\n  <tr>\n   <td><p>Advertising Revenue</p></td>\n   <td><p>147%</p></td>\n   <td><p>281%</p></td>\n   <td><p>206%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Company earnings releases.</p>\n<p>According to Nielsen Media Research, overall subscribers grew 34% overall in fuboTV's sector of the TV business, suggesting that fuboTV has been gaining market share from its competitors. Furthermore, fuboTV was able to attain this growth while spending proportionally less on sales and marketing: just 32% of revenue, from 36% a year ago.</p>\n<p>Viewers streamed a total of 245 million hours of content, up 113% over the third quarter of 2020. Hours grew slightly faster than the growth of subscribers, implying fuboTV subscribers are really using and enjoying the service.&nbsp;More viewers, watching more TV, also means fuboTV can rake in more high-margin ad revenue and boost its profitability. Though overall ad revenue grew more slowly than other third-quarter sales, the company did post 10% year-over-year growth in the average amount of monthly ad dollars it's bringing in per subscriber.</p>\n<h2><b>How fuboTV's tech helps keep viewers happy</b></h2>\n<p>fuboTV gathers data to figure out what its customers are watching -- and what they aren't. Analysts criticized its decisions this year to cut costs by not carrying the March Madness college basketball tournament, and dropping Turner Networks' slate of well-known channels. But subscribers surged anyway, even as the company cut its content costs. fuboTV also uses data to see where customers get stuck or frustrated in its web and mobile apps, so that it can quickly fix or improve those issues.</p>\n<p>Unlike its streaming or pay-TV rivals, fuboTV now offers viewers opportunities to play free games – like competing against other viewers to guess how quickly a player or team will score next – or place wagers on live games. fuboTV is backing up its conviction in interactivity with the recent acquisition of Edisn.ai, whose video recognition technology will allow fuboTV's viewers to track players in a live game, and view statistics for players on the screen.</p>\n<p>fuboTV's recently launched sports betting service will be another key catalyst for the company's future growth. It lets viewers place bets from their mobile device for the live games they're currently watching on fuboTV's video stream. Global sports betting is expected to grow at about 10% every year from 2021 to 2028, when it's estimated to reach $140 billion. Even a very small sliver of this large market will greatly benefit fuboTV.</p>\n<h2><b>fuboTV is not profitable yet&nbsp;</b></h2>\n<p>Many investors and analysts are concerned about fuboTV's current and future profitability. The company's still spending significantly more money than its sales are bringing in:</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Profitability/Loss Metrics</b></p></th>\n   <th><p><b>Q3'2021</b></p></th>\n   <th><p><b>Q2'2021</b></p></th>\n   <th><p><b>Q1'2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Net Loss (in millions)</p></td>\n   <td><p>($105.9)</p></td>\n   <td><p>($94.9)</p></td>\n   <td><p>($70.2)</p></td>\n  </tr>\n  <tr>\n   <td><p>Net Loss Margin</p></td>\n   <td><p>(67.6%)</p></td>\n   <td><p>(72.5%)</p></td>\n   <td><p>(58.6%)</p></td>\n  </tr>\n  <tr>\n   <td><p>Adjusted EBITDA (in millions)</p></td>\n   <td><p>($81.3)</p></td>\n   <td><p>($47.4)</p></td>\n   <td><p>($46.5)</p></td>\n  </tr>\n  <tr>\n   <td><p>Adjusted EBITDA Margin</p></td>\n   <td><p>(51.9%)</p></td>\n   <td><p>(36.2%)</p></td>\n   <td><p>(38.8%)</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Company earnings releases.</p>\n<p>The company's also burning increasing amounts of cash as it invests in its own expansion. fuboTV's free cash flow, barely positive at $1.5 million at the end of 2019, plunged to -$149.2 million at the end of 2020, and -$223.5 million for the trailing-12-month period through September 2021.</p>\n<p>Despite these dire-looking figures, the company's losses are narrowing in proportion to its fast-growing sales. As a percentage of revenue, here's how much the company's key losses shrank year over year in each of the past three quarters:</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Year-Over-Year Improvement&nbsp;</b></p></th>\n   <th><p><b>Q3 2021</b></p></th>\n   <th><p><b>Q2 2021</b></p></th>\n   <th><p><b>Q1 2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Net Loss Margin</p></td>\n   <td><p>380 percentage points</p></td>\n   <td><p>94.1 percentage points</p></td>\n   <td><p>71.8 percentage points</p></td>\n  </tr>\n  <tr>\n   <td><p>Adjusted EBITDA Margin</p></td>\n   <td><p>25.7 percentage points</p></td>\n   <td><p>58.7 percentage points</p></td>\n   <td><p>33.5 percentage points</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Company earnings releases.</p>\n<p>Going forward, fuboTV needs to demonstrate that it can grow at gradually lower costs for extended periods. A big chunk of its costs come from subscriber expenses – how much it has to pay content owners for the rights to stream their shows.</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Subscriber Expense&nbsp;</b></p></th>\n   <th><p><b>Q3'2021</b></p></th>\n   <th><p><b>Q2'2021</b></p></th>\n   <th><p><b>Q1'2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Subscriber Expense (in millions)</p></td>\n   <td><p>$143,370</p></td>\n   <td><p>$120,500</p></td>\n   <td><p>$113,307</p></td>\n  </tr>\n  <tr>\n   <td><p>Subscriber Expense as % of Revenue</p></td>\n   <td><p>91%</p></td>\n   <td><p>105%</p></td>\n   <td><p>95%</p></td>\n  </tr>\n  <tr>\n   <td><p>Subscriber Expense, Year-Over-Year Growth</p></td>\n   <td><p>134%</p></td>\n   <td><p>127%</p></td>\n   <td><p>N/A</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Company earnings releases.</p>\n<p>Content providers charge fuboTV by the subscriber. How will the company get ahead of these costs even if it continues to grow subscribers? First, continued viewer growth and engagement will drive high-margin advertising and wagering revenues for fuboTV. As we saw in the revenue metrics above, advertising revenue grew faster than subscription revenue in two of the three quarters in 2021. Second, the more subscribers it attracts, the more leverage fuboTV will have to negotiate cheaper rates with its content partners. Both of these factors have likely already helped year-over-year subscriber expenses grow more slowly than fuboTV's revenue for the second and third quarters of 2021.</p>\n<h2><b>So what should investors do?</b></h2>\n<p>FuboTV's heavy investments in its own growth may come at the cost of short-term profitability. But with fuboTV shares trading at their lowest price-to-sales multiple over the past 12 months, the sell-off in fuboTV stock looks overdone:</p>\n<p><img src=\"https://static.tigerbbs.com/b6eae8d21da30b1c1a66ff985125eb9b\" tg-width=\"700\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: YCharts.</p>\n<p>fuboTV is a relatively risky investment. Share prices may remain volatile if investors keep worrying about its profitability, and any hiccups in the company's growth trajectory could lead to major pullbacks in share price.</p>\n<p>Investors interested in streaming services, especially those with greater risk tolerance and a long-term investing horizon, may want to take advantage of the current share dip and consider a small position in fuboTV in a diversified portfolio. Over the next five years, fuboTV could produce handsome returns from current levels if it continues to execute.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is the Market Missing on fuboTV?</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\">\nWhat Is the Market Missing on fuboTV?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/what-is-the-market-missing-on-fubotv/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>fuboTV's (NYSE:FUBO) business is growing rapidly. The sports-focused streaming TV company is gaining market share and building a loyal customer base of highly engaged viewers. Yet 2021 has not been ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/what-is-the-market-missing-on-fubotv/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc.","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4524":"宅经济概念"},"source_url":"https://www.fool.com/investing/2021/12/24/what-is-the-market-missing-on-fubotv/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193917819","content_text":"fuboTV's (NYSE:FUBO) business is growing rapidly. The sports-focused streaming TV company is gaining market share and building a loyal customer base of highly engaged viewers. Yet 2021 has not been kind to fuboTV investors, with shares down about 75% since its all-time high in December 2020 as analysts and investors fret about the company's path to profitability. While the company still faces real challenges, critics may also be overlooking its considerable opportunity.\nWhat's fueling fuboTV's growth\nfuboTV established itself in 2015 as a sports-first online streaming service. Since then, the company has expanded its programming become a viable alternative to traditional cable, both for sports fans and the entire household.\nCEO David Gandler believes 40 million-50 million of the 72 million households that currently pay for cable or satellite TV will sign up for internet-based content aggregating services like fuboTV over the next five years. Gandler predicts that fuboTV will grab about 10% of that market -- roughly 5 million customers, compared to the 1 million it reached in November.\nfuboTV recorded astonishing triple-digit growth in subscribers and revenue in each of the three quarters in 2021:\n\n\n\nKey Metrics & Year-Over-Year Growth (%)\nQ3'2021\nQ2'2021\nQ1'2021\n\n\n\n\nSubscribers\n108%\n138%\n105%\n\n\nRevenue\n156%\n196%\n135%\n\n\nSubscription Revenue\n158%\n189%\n131%\n\n\nAdvertising Revenue\n147%\n281%\n206%\n\n\n\nSource: Company earnings releases.\nAccording to Nielsen Media Research, overall subscribers grew 34% overall in fuboTV's sector of the TV business, suggesting that fuboTV has been gaining market share from its competitors. Furthermore, fuboTV was able to attain this growth while spending proportionally less on sales and marketing: just 32% of revenue, from 36% a year ago.\nViewers streamed a total of 245 million hours of content, up 113% over the third quarter of 2020. Hours grew slightly faster than the growth of subscribers, implying fuboTV subscribers are really using and enjoying the service. More viewers, watching more TV, also means fuboTV can rake in more high-margin ad revenue and boost its profitability. Though overall ad revenue grew more slowly than other third-quarter sales, the company did post 10% year-over-year growth in the average amount of monthly ad dollars it's bringing in per subscriber.\nHow fuboTV's tech helps keep viewers happy\nfuboTV gathers data to figure out what its customers are watching -- and what they aren't. Analysts criticized its decisions this year to cut costs by not carrying the March Madness college basketball tournament, and dropping Turner Networks' slate of well-known channels. But subscribers surged anyway, even as the company cut its content costs. fuboTV also uses data to see where customers get stuck or frustrated in its web and mobile apps, so that it can quickly fix or improve those issues.\nUnlike its streaming or pay-TV rivals, fuboTV now offers viewers opportunities to play free games – like competing against other viewers to guess how quickly a player or team will score next – or place wagers on live games. fuboTV is backing up its conviction in interactivity with the recent acquisition of Edisn.ai, whose video recognition technology will allow fuboTV's viewers to track players in a live game, and view statistics for players on the screen.\nfuboTV's recently launched sports betting service will be another key catalyst for the company's future growth. It lets viewers place bets from their mobile device for the live games they're currently watching on fuboTV's video stream. Global sports betting is expected to grow at about 10% every year from 2021 to 2028, when it's estimated to reach $140 billion. Even a very small sliver of this large market will greatly benefit fuboTV.\nfuboTV is not profitable yet \nMany investors and analysts are concerned about fuboTV's current and future profitability. The company's still spending significantly more money than its sales are bringing in:\n\n\n\nProfitability/Loss Metrics\nQ3'2021\nQ2'2021\nQ1'2021\n\n\n\n\nNet Loss (in millions)\n($105.9)\n($94.9)\n($70.2)\n\n\nNet Loss Margin\n(67.6%)\n(72.5%)\n(58.6%)\n\n\nAdjusted EBITDA (in millions)\n($81.3)\n($47.4)\n($46.5)\n\n\nAdjusted EBITDA Margin\n(51.9%)\n(36.2%)\n(38.8%)\n\n\n\nSource: Company earnings releases.\nThe company's also burning increasing amounts of cash as it invests in its own expansion. fuboTV's free cash flow, barely positive at $1.5 million at the end of 2019, plunged to -$149.2 million at the end of 2020, and -$223.5 million for the trailing-12-month period through September 2021.\nDespite these dire-looking figures, the company's losses are narrowing in proportion to its fast-growing sales. As a percentage of revenue, here's how much the company's key losses shrank year over year in each of the past three quarters:\n\n\n\nYear-Over-Year Improvement \nQ3 2021\nQ2 2021\nQ1 2021\n\n\n\n\nNet Loss Margin\n380 percentage points\n94.1 percentage points\n71.8 percentage points\n\n\nAdjusted EBITDA Margin\n25.7 percentage points\n58.7 percentage points\n33.5 percentage points\n\n\n\nSource: Company earnings releases.\nGoing forward, fuboTV needs to demonstrate that it can grow at gradually lower costs for extended periods. A big chunk of its costs come from subscriber expenses – how much it has to pay content owners for the rights to stream their shows.\n\n\n\nSubscriber Expense \nQ3'2021\nQ2'2021\nQ1'2021\n\n\n\n\nSubscriber Expense (in millions)\n$143,370\n$120,500\n$113,307\n\n\nSubscriber Expense as % of Revenue\n91%\n105%\n95%\n\n\nSubscriber Expense, Year-Over-Year Growth\n134%\n127%\nN/A\n\n\n\nSource: Company earnings releases.\nContent providers charge fuboTV by the subscriber. How will the company get ahead of these costs even if it continues to grow subscribers? First, continued viewer growth and engagement will drive high-margin advertising and wagering revenues for fuboTV. As we saw in the revenue metrics above, advertising revenue grew faster than subscription revenue in two of the three quarters in 2021. Second, the more subscribers it attracts, the more leverage fuboTV will have to negotiate cheaper rates with its content partners. Both of these factors have likely already helped year-over-year subscriber expenses grow more slowly than fuboTV's revenue for the second and third quarters of 2021.\nSo what should investors do?\nFuboTV's heavy investments in its own growth may come at the cost of short-term profitability. But with fuboTV shares trading at their lowest price-to-sales multiple over the past 12 months, the sell-off in fuboTV stock looks overdone:\n\nImage source: YCharts.\nfuboTV is a relatively risky investment. Share prices may remain volatile if investors keep worrying about its profitability, and any hiccups in the company's growth trajectory could lead to major pullbacks in share price.\nInvestors interested in streaming services, especially those with greater risk tolerance and a long-term investing horizon, may want to take advantage of the current share dip and consider a small position in fuboTV in a diversified portfolio. Over the next five years, fuboTV could produce handsome returns from current levels if it continues to execute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698502407,"gmtCreate":1640432227903,"gmtModify":1640432227977,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Msft keep going....&nbsp;","listText":"Msft keep going....&nbsp;","text":"Msft keep going....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698502407","repostId":"2193178191","repostType":4,"repost":{"id":"2193178191","pubTimestamp":1640398963,"share":"https://www.laohu8.com/m/news/2193178191?lang=&edition=full","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4503":"景林资产持仓","MSFT":"微软","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4504":"桥水持仓","BK4527":"明星科技股","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","AMZN":"亚马逊","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4559":"巴菲特持仓","BK4538":"云计算"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691986905,"gmtCreate":1640125505803,"gmtModify":1640125505803,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great. Hope the share price goes up?&nbsp;","listText":"Great. Hope the share price goes up?&nbsp;","text":"Great. Hope the share price goes up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691986905","repostId":"1131687838","repostType":4,"repost":{"id":"1131687838","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":1640100532,"share":"https://www.laohu8.com/m/news/1131687838?lang=&edition=full","pubTime":"2021-12-21 23:28","market":"us","language":"en","title":"Microsoft's $16 billion Nuance bid gets EU antitrust approval","url":"https://stock-news.laohu8.com/highlight/detail?id=1131687838","media":"Reuters","summary":"BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)uncondition","content":"<p>BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)unconditional antitrust approval for its $16 billion bid for artificial intelligence and speech technology company Nuance Communications(NUAN.O).</p>\n<p>The deal is Microsoft's second biggest after its $26.2 billion LinkedIn purchase in 2016, and would boost its presence in cloud services for healthcare.</p>\n<p>It has already regulatory approval in the United States and Australia, and Reuters reported earlier this month it was set to receive EU approval.</p>\n<p>The Commission said its investigation into the deal had concluded that it would not significantly reduce competition in markets for transcription software, cloud services, enterprise communication services, PC operating systems and other products.</p>\n<p>\"The proposed transaction would raise no competition concerns on any of the markets examined in the European Economic Area,\" the Commission said.</p>\n<p>U.S.-based Nuance serves 77% of U.S. hospitals and helped launch Apple's(AAPL.O)Siri virtual assistant.</p>\n<p>The Commission said it had examined issues including the overlap between Microsoft and Nuance's transcription software activities, and found that they offered \"very different products\" that, when combined, would continue to face strong competition from other players.</p>\n<p>Tech companies have ramped up acquisitions of AI-focused firms as more integrate this technology into their products and services.</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>Microsoft's $16 billion Nuance bid gets EU antitrust approval</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\">\nMicrosoft's $16 billion Nuance bid gets EU antitrust approval\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\">2021-12-21 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)unconditional antitrust approval for its $16 billion bid for artificial intelligence and speech technology company Nuance Communications(NUAN.O).</p>\n<p>The deal is Microsoft's second biggest after its $26.2 billion LinkedIn purchase in 2016, and would boost its presence in cloud services for healthcare.</p>\n<p>It has already regulatory approval in the United States and Australia, and Reuters reported earlier this month it was set to receive EU approval.</p>\n<p>The Commission said its investigation into the deal had concluded that it would not significantly reduce competition in markets for transcription software, cloud services, enterprise communication services, PC operating systems and other products.</p>\n<p>\"The proposed transaction would raise no competition concerns on any of the markets examined in the European Economic Area,\" the Commission said.</p>\n<p>U.S.-based Nuance serves 77% of U.S. hospitals and helped launch Apple's(AAPL.O)Siri virtual assistant.</p>\n<p>The Commission said it had examined issues including the overlap between Microsoft and Nuance's transcription software activities, and found that they offered \"very different products\" that, when combined, would continue to face strong competition from other players.</p>\n<p>Tech companies have ramped up acquisitions of AI-focused firms as more integrate this technology into their products and services.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131687838","content_text":"BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)unconditional antitrust approval for its $16 billion bid for artificial intelligence and speech technology company Nuance Communications(NUAN.O).\nThe deal is Microsoft's second biggest after its $26.2 billion LinkedIn purchase in 2016, and would boost its presence in cloud services for healthcare.\nIt has already regulatory approval in the United States and Australia, and Reuters reported earlier this month it was set to receive EU approval.\nThe Commission said its investigation into the deal had concluded that it would not significantly reduce competition in markets for transcription software, cloud services, enterprise communication services, PC operating systems and other products.\n\"The proposed transaction would raise no competition concerns on any of the markets examined in the European Economic Area,\" the Commission said.\nU.S.-based Nuance serves 77% of U.S. hospitals and helped launch Apple's(AAPL.O)Siri virtual assistant.\nThe Commission said it had examined issues including the overlap between Microsoft and Nuance's transcription software activities, and found that they offered \"very different products\" that, when combined, would continue to face strong competition from other players.\nTech companies have ramped up acquisitions of AI-focused firms as more integrate this technology into their products and services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608411093,"gmtCreate":1638775653538,"gmtModify":1638779103307,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Love tiger apps,user friendly and more features.looking forward to my investment journey","listText":"Love tiger apps,user friendly and more features.looking forward to my investment journey","text":"Love tiger apps,user friendly and more features.looking forward to my investment journey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/608411093","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274727372317","authorId":"3479274727372317","name":"keepcalm","avatar":"https://static.tigerbbs.com/027d03237ce8476dcc4200fb2818611d","crmLevel":1,"crmLevelSwitch":0},"content":"新用户应该学习更多。","text":"新用户应该学习更多。","html":"新用户应该学习更多。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":608411093,"gmtCreate":1638775653538,"gmtModify":1638779103307,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Love tiger apps,user friendly and more features.looking forward to my investment journey","listText":"Love tiger apps,user friendly and more features.looking forward to my investment journey","text":"Love tiger apps,user friendly and more features.looking forward to my investment journey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/608411093","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274727372317","authorId":"3479274727372317","name":"keepcalm","avatar":"https://static.tigerbbs.com/027d03237ce8476dcc4200fb2818611d","crmLevel":1,"crmLevelSwitch":0},"content":"新用户应该学习更多。","text":"新用户应该学习更多。","html":"新用户应该学习更多。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698505982,"gmtCreate":1640432322674,"gmtModify":1640432322674,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698505982","repostId":"2193917819","repostType":4,"repost":{"id":"2193917819","pubTimestamp":1640399103,"share":"https://www.laohu8.com/m/news/2193917819?lang=&edition=full","pubTime":"2021-12-25 10:25","market":"us","language":"en","title":"What Is the Market Missing on fuboTV?","url":"https://stock-news.laohu8.com/highlight/detail?id=2193917819","media":"Motley Fool","summary":"Digging deeper into the drivers of growth and profitability may offer some clues.","content":"<p><b>fuboTV</b>'s (NYSE:FUBO) business is growing rapidly. The sports-focused streaming TV company is gaining market share and building a loyal customer base of highly engaged viewers. Yet 2021 has not been kind to fuboTV investors, with shares down about 75% since its all-time high in December 2020 as analysts and investors fret about the company's path to profitability. While the company still faces real challenges, critics may also be overlooking its considerable opportunity.</p>\n<h2><b>What's fueling fuboTV's growth</b></h2>\n<p>fuboTV established itself in 2015 as a sports-first online streaming service. Since then, the company has expanded its programming become a viable alternative to traditional cable, both for sports fans and the entire household.</p>\n<p>CEO David Gandler believes 40 million-50 million of the 72 million households that currently pay for cable or satellite TV will sign up for internet-based content aggregating services like fuboTV over the next five years. Gandler predicts that fuboTV will grab about 10% of that market -- roughly 5 million customers, compared to the 1 million it reached in November.</p>\n<p>fuboTV recorded astonishing triple-digit growth in subscribers and revenue in each of the three quarters in 2021:</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Key Metrics &amp; Year-Over-Year Growth (%)</b></p></th>\n   <th><p><b>Q3'2021</b></p></th>\n   <th><p><b>Q2'2021</b></p></th>\n   <th><p><b>Q1'2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Subscribers</p></td>\n   <td><p>108%</p></td>\n   <td><p>138%</p></td>\n   <td><p>105%</p></td>\n  </tr>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>156%</p></td>\n   <td><p>196%</p></td>\n   <td><p>135%</p></td>\n  </tr>\n  <tr>\n   <td><p>Subscription Revenue</p></td>\n   <td><p>158%</p></td>\n   <td><p>189%</p></td>\n   <td><p>131%</p></td>\n  </tr>\n  <tr>\n   <td><p>Advertising Revenue</p></td>\n   <td><p>147%</p></td>\n   <td><p>281%</p></td>\n   <td><p>206%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Company earnings releases.</p>\n<p>According to Nielsen Media Research, overall subscribers grew 34% overall in fuboTV's sector of the TV business, suggesting that fuboTV has been gaining market share from its competitors. Furthermore, fuboTV was able to attain this growth while spending proportionally less on sales and marketing: just 32% of revenue, from 36% a year ago.</p>\n<p>Viewers streamed a total of 245 million hours of content, up 113% over the third quarter of 2020. Hours grew slightly faster than the growth of subscribers, implying fuboTV subscribers are really using and enjoying the service.&nbsp;More viewers, watching more TV, also means fuboTV can rake in more high-margin ad revenue and boost its profitability. Though overall ad revenue grew more slowly than other third-quarter sales, the company did post 10% year-over-year growth in the average amount of monthly ad dollars it's bringing in per subscriber.</p>\n<h2><b>How fuboTV's tech helps keep viewers happy</b></h2>\n<p>fuboTV gathers data to figure out what its customers are watching -- and what they aren't. Analysts criticized its decisions this year to cut costs by not carrying the March Madness college basketball tournament, and dropping Turner Networks' slate of well-known channels. But subscribers surged anyway, even as the company cut its content costs. fuboTV also uses data to see where customers get stuck or frustrated in its web and mobile apps, so that it can quickly fix or improve those issues.</p>\n<p>Unlike its streaming or pay-TV rivals, fuboTV now offers viewers opportunities to play free games – like competing against other viewers to guess how quickly a player or team will score next – or place wagers on live games. fuboTV is backing up its conviction in interactivity with the recent acquisition of Edisn.ai, whose video recognition technology will allow fuboTV's viewers to track players in a live game, and view statistics for players on the screen.</p>\n<p>fuboTV's recently launched sports betting service will be another key catalyst for the company's future growth. It lets viewers place bets from their mobile device for the live games they're currently watching on fuboTV's video stream. Global sports betting is expected to grow at about 10% every year from 2021 to 2028, when it's estimated to reach $140 billion. Even a very small sliver of this large market will greatly benefit fuboTV.</p>\n<h2><b>fuboTV is not profitable yet&nbsp;</b></h2>\n<p>Many investors and analysts are concerned about fuboTV's current and future profitability. The company's still spending significantly more money than its sales are bringing in:</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Profitability/Loss Metrics</b></p></th>\n   <th><p><b>Q3'2021</b></p></th>\n   <th><p><b>Q2'2021</b></p></th>\n   <th><p><b>Q1'2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Net Loss (in millions)</p></td>\n   <td><p>($105.9)</p></td>\n   <td><p>($94.9)</p></td>\n   <td><p>($70.2)</p></td>\n  </tr>\n  <tr>\n   <td><p>Net Loss Margin</p></td>\n   <td><p>(67.6%)</p></td>\n   <td><p>(72.5%)</p></td>\n   <td><p>(58.6%)</p></td>\n  </tr>\n  <tr>\n   <td><p>Adjusted EBITDA (in millions)</p></td>\n   <td><p>($81.3)</p></td>\n   <td><p>($47.4)</p></td>\n   <td><p>($46.5)</p></td>\n  </tr>\n  <tr>\n   <td><p>Adjusted EBITDA Margin</p></td>\n   <td><p>(51.9%)</p></td>\n   <td><p>(36.2%)</p></td>\n   <td><p>(38.8%)</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Company earnings releases.</p>\n<p>The company's also burning increasing amounts of cash as it invests in its own expansion. fuboTV's free cash flow, barely positive at $1.5 million at the end of 2019, plunged to -$149.2 million at the end of 2020, and -$223.5 million for the trailing-12-month period through September 2021.</p>\n<p>Despite these dire-looking figures, the company's losses are narrowing in proportion to its fast-growing sales. As a percentage of revenue, here's how much the company's key losses shrank year over year in each of the past three quarters:</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Year-Over-Year Improvement&nbsp;</b></p></th>\n   <th><p><b>Q3 2021</b></p></th>\n   <th><p><b>Q2 2021</b></p></th>\n   <th><p><b>Q1 2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Net Loss Margin</p></td>\n   <td><p>380 percentage points</p></td>\n   <td><p>94.1 percentage points</p></td>\n   <td><p>71.8 percentage points</p></td>\n  </tr>\n  <tr>\n   <td><p>Adjusted EBITDA Margin</p></td>\n   <td><p>25.7 percentage points</p></td>\n   <td><p>58.7 percentage points</p></td>\n   <td><p>33.5 percentage points</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Company earnings releases.</p>\n<p>Going forward, fuboTV needs to demonstrate that it can grow at gradually lower costs for extended periods. A big chunk of its costs come from subscriber expenses – how much it has to pay content owners for the rights to stream their shows.</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Subscriber Expense&nbsp;</b></p></th>\n   <th><p><b>Q3'2021</b></p></th>\n   <th><p><b>Q2'2021</b></p></th>\n   <th><p><b>Q1'2021</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Subscriber Expense (in millions)</p></td>\n   <td><p>$143,370</p></td>\n   <td><p>$120,500</p></td>\n   <td><p>$113,307</p></td>\n  </tr>\n  <tr>\n   <td><p>Subscriber Expense as % of Revenue</p></td>\n   <td><p>91%</p></td>\n   <td><p>105%</p></td>\n   <td><p>95%</p></td>\n  </tr>\n  <tr>\n   <td><p>Subscriber Expense, Year-Over-Year Growth</p></td>\n   <td><p>134%</p></td>\n   <td><p>127%</p></td>\n   <td><p>N/A</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Company earnings releases.</p>\n<p>Content providers charge fuboTV by the subscriber. How will the company get ahead of these costs even if it continues to grow subscribers? First, continued viewer growth and engagement will drive high-margin advertising and wagering revenues for fuboTV. As we saw in the revenue metrics above, advertising revenue grew faster than subscription revenue in two of the three quarters in 2021. Second, the more subscribers it attracts, the more leverage fuboTV will have to negotiate cheaper rates with its content partners. Both of these factors have likely already helped year-over-year subscriber expenses grow more slowly than fuboTV's revenue for the second and third quarters of 2021.</p>\n<h2><b>So what should investors do?</b></h2>\n<p>FuboTV's heavy investments in its own growth may come at the cost of short-term profitability. But with fuboTV shares trading at their lowest price-to-sales multiple over the past 12 months, the sell-off in fuboTV stock looks overdone:</p>\n<p><img src=\"https://static.tigerbbs.com/b6eae8d21da30b1c1a66ff985125eb9b\" tg-width=\"700\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: YCharts.</p>\n<p>fuboTV is a relatively risky investment. Share prices may remain volatile if investors keep worrying about its profitability, and any hiccups in the company's growth trajectory could lead to major pullbacks in share price.</p>\n<p>Investors interested in streaming services, especially those with greater risk tolerance and a long-term investing horizon, may want to take advantage of the current share dip and consider a small position in fuboTV in a diversified portfolio. Over the next five years, fuboTV could produce handsome returns from current levels if it continues to execute.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is the Market Missing on fuboTV?</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\">\nWhat Is the Market Missing on fuboTV?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/what-is-the-market-missing-on-fubotv/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>fuboTV's (NYSE:FUBO) business is growing rapidly. The sports-focused streaming TV company is gaining market share and building a loyal customer base of highly engaged viewers. Yet 2021 has not been ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/what-is-the-market-missing-on-fubotv/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc.","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4524":"宅经济概念"},"source_url":"https://www.fool.com/investing/2021/12/24/what-is-the-market-missing-on-fubotv/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193917819","content_text":"fuboTV's (NYSE:FUBO) business is growing rapidly. The sports-focused streaming TV company is gaining market share and building a loyal customer base of highly engaged viewers. Yet 2021 has not been kind to fuboTV investors, with shares down about 75% since its all-time high in December 2020 as analysts and investors fret about the company's path to profitability. While the company still faces real challenges, critics may also be overlooking its considerable opportunity.\nWhat's fueling fuboTV's growth\nfuboTV established itself in 2015 as a sports-first online streaming service. Since then, the company has expanded its programming become a viable alternative to traditional cable, both for sports fans and the entire household.\nCEO David Gandler believes 40 million-50 million of the 72 million households that currently pay for cable or satellite TV will sign up for internet-based content aggregating services like fuboTV over the next five years. Gandler predicts that fuboTV will grab about 10% of that market -- roughly 5 million customers, compared to the 1 million it reached in November.\nfuboTV recorded astonishing triple-digit growth in subscribers and revenue in each of the three quarters in 2021:\n\n\n\nKey Metrics & Year-Over-Year Growth (%)\nQ3'2021\nQ2'2021\nQ1'2021\n\n\n\n\nSubscribers\n108%\n138%\n105%\n\n\nRevenue\n156%\n196%\n135%\n\n\nSubscription Revenue\n158%\n189%\n131%\n\n\nAdvertising Revenue\n147%\n281%\n206%\n\n\n\nSource: Company earnings releases.\nAccording to Nielsen Media Research, overall subscribers grew 34% overall in fuboTV's sector of the TV business, suggesting that fuboTV has been gaining market share from its competitors. Furthermore, fuboTV was able to attain this growth while spending proportionally less on sales and marketing: just 32% of revenue, from 36% a year ago.\nViewers streamed a total of 245 million hours of content, up 113% over the third quarter of 2020. Hours grew slightly faster than the growth of subscribers, implying fuboTV subscribers are really using and enjoying the service. More viewers, watching more TV, also means fuboTV can rake in more high-margin ad revenue and boost its profitability. Though overall ad revenue grew more slowly than other third-quarter sales, the company did post 10% year-over-year growth in the average amount of monthly ad dollars it's bringing in per subscriber.\nHow fuboTV's tech helps keep viewers happy\nfuboTV gathers data to figure out what its customers are watching -- and what they aren't. Analysts criticized its decisions this year to cut costs by not carrying the March Madness college basketball tournament, and dropping Turner Networks' slate of well-known channels. But subscribers surged anyway, even as the company cut its content costs. fuboTV also uses data to see where customers get stuck or frustrated in its web and mobile apps, so that it can quickly fix or improve those issues.\nUnlike its streaming or pay-TV rivals, fuboTV now offers viewers opportunities to play free games – like competing against other viewers to guess how quickly a player or team will score next – or place wagers on live games. fuboTV is backing up its conviction in interactivity with the recent acquisition of Edisn.ai, whose video recognition technology will allow fuboTV's viewers to track players in a live game, and view statistics for players on the screen.\nfuboTV's recently launched sports betting service will be another key catalyst for the company's future growth. It lets viewers place bets from their mobile device for the live games they're currently watching on fuboTV's video stream. Global sports betting is expected to grow at about 10% every year from 2021 to 2028, when it's estimated to reach $140 billion. Even a very small sliver of this large market will greatly benefit fuboTV.\nfuboTV is not profitable yet \nMany investors and analysts are concerned about fuboTV's current and future profitability. The company's still spending significantly more money than its sales are bringing in:\n\n\n\nProfitability/Loss Metrics\nQ3'2021\nQ2'2021\nQ1'2021\n\n\n\n\nNet Loss (in millions)\n($105.9)\n($94.9)\n($70.2)\n\n\nNet Loss Margin\n(67.6%)\n(72.5%)\n(58.6%)\n\n\nAdjusted EBITDA (in millions)\n($81.3)\n($47.4)\n($46.5)\n\n\nAdjusted EBITDA Margin\n(51.9%)\n(36.2%)\n(38.8%)\n\n\n\nSource: Company earnings releases.\nThe company's also burning increasing amounts of cash as it invests in its own expansion. fuboTV's free cash flow, barely positive at $1.5 million at the end of 2019, plunged to -$149.2 million at the end of 2020, and -$223.5 million for the trailing-12-month period through September 2021.\nDespite these dire-looking figures, the company's losses are narrowing in proportion to its fast-growing sales. As a percentage of revenue, here's how much the company's key losses shrank year over year in each of the past three quarters:\n\n\n\nYear-Over-Year Improvement \nQ3 2021\nQ2 2021\nQ1 2021\n\n\n\n\nNet Loss Margin\n380 percentage points\n94.1 percentage points\n71.8 percentage points\n\n\nAdjusted EBITDA Margin\n25.7 percentage points\n58.7 percentage points\n33.5 percentage points\n\n\n\nSource: Company earnings releases.\nGoing forward, fuboTV needs to demonstrate that it can grow at gradually lower costs for extended periods. A big chunk of its costs come from subscriber expenses – how much it has to pay content owners for the rights to stream their shows.\n\n\n\nSubscriber Expense \nQ3'2021\nQ2'2021\nQ1'2021\n\n\n\n\nSubscriber Expense (in millions)\n$143,370\n$120,500\n$113,307\n\n\nSubscriber Expense as % of Revenue\n91%\n105%\n95%\n\n\nSubscriber Expense, Year-Over-Year Growth\n134%\n127%\nN/A\n\n\n\nSource: Company earnings releases.\nContent providers charge fuboTV by the subscriber. How will the company get ahead of these costs even if it continues to grow subscribers? First, continued viewer growth and engagement will drive high-margin advertising and wagering revenues for fuboTV. As we saw in the revenue metrics above, advertising revenue grew faster than subscription revenue in two of the three quarters in 2021. Second, the more subscribers it attracts, the more leverage fuboTV will have to negotiate cheaper rates with its content partners. Both of these factors have likely already helped year-over-year subscriber expenses grow more slowly than fuboTV's revenue for the second and third quarters of 2021.\nSo what should investors do?\nFuboTV's heavy investments in its own growth may come at the cost of short-term profitability. But with fuboTV shares trading at their lowest price-to-sales multiple over the past 12 months, the sell-off in fuboTV stock looks overdone:\n\nImage source: YCharts.\nfuboTV is a relatively risky investment. Share prices may remain volatile if investors keep worrying about its profitability, and any hiccups in the company's growth trajectory could lead to major pullbacks in share price.\nInvestors interested in streaming services, especially those with greater risk tolerance and a long-term investing horizon, may want to take advantage of the current share dip and consider a small position in fuboTV in a diversified portfolio. Over the next five years, fuboTV could produce handsome returns from current levels if it continues to execute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698505520,"gmtCreate":1640432626993,"gmtModify":1640432846017,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great to know this","listText":"Great to know this","text":"Great to know this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698505520","repostId":"2193917872","repostType":4,"repost":{"id":"2193917872","pubTimestamp":1640398248,"share":"https://www.laohu8.com/m/news/2193917872?lang=&edition=full","pubTime":"2021-12-25 10:10","market":"us","language":"en","title":"3 Best Buffett Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2193917872","media":"Motley Fool","summary":"Each of these three big pharma stocks are featured in Berkshire Hathaway's massive portfolio.","content":"<p>Since Warren Buffett took full control of <b>Berkshire Hathaway</b> in 1965, it became a diversified holding company with investments in publicly traded companies totaling nearly $345 billion at the time of writing.</p>\n<p>The Oracle of Omaha's reputation of buying the highest quality businesses means that many individual investors could also benefit from adding these stocks to their portfolios. Here are three healthcare stocks that Buffett owns, which you may also want to consider buying and holding for the long run.</p>\n<h2>1. Johnson &amp; Johnson</h2>\n<p>The first pharma stock within Berkshire's portfolio to contemplate purchasing is <b>Johnson &amp; Johnson</b> (NYSE:JNJ). While the stock is one of Buffett's smallest holdings, valued at just under $55 million, this doesn't take away from its 59 consecutive years of dividend increases that make the stock a Dividend King.</p>\n<p>J&amp;J will be spinning off its slower-growing and less profitable consumer health segment in the next 18 to 24 months, which should allow the company to focus on its faster-growing, more profitable pharmaceutical segment.</p>\n<p>J&amp;J has a strong existing drug portfolio, which should be able to make up for the upcoming 2025 to 2026 patent expirations for its top-selling drug known, Stelara. Year to date, the immunology drug made up just 9.9% of J&amp;J's $69 billion in net sales.</p>\n<p>These drugs include the immunology blockbuster Tremfya, which received its first of three U.S. Food and Drug Administration (FDA) approvals to date in July 2017. Another drug that was recently approved by the FDA was the oncology blockbuster called Darzalex, which received its first of nine FDA approvals to date in November 2015. These two drugs have grown their year-to-date revenue at high-40% clips year over year and should remain under patent most of this decade.</p>\n<p>J&amp;J's enviable existing drug portfolio and its nearly four dozen indications in late-stage clinical trials explain why analysts anticipate that the stock will deliver 8% annual non-GAAP (adjusted) earnings per share (EPS) growth over the next five years.</p>\n<p>Income investors can scoop up J&amp;J's 2.5% dividend yield at a forward P/E ratio of just 16.2 times, which makes the steady healthcare stock a great buy for the long term.</p>\n<h2>2. Bristol Myers Squibb</h2>\n<p>Another Buffett stock that could be a great fit in your portfolio is <b>Bristol Myers Squibb</b> (NYSE:BMY). Berkshire's Bristol Myers Squibb stake totals nearly $1.4 billion, making it one of the largest healthcare holdings in Berkshire's portfolio.</p>\n<p>Bristol Myers Squibb's oncology blockbusters Revlimid and Opdivo and the anticoagulant blockbuster co-owned with <b>Pfizer</b> (NYSE:PFE) named Eliquis each face patent expirations later this decade. While looming patent expirations on three drugs that account for approximately two-thirds of your company's total revenue sounds frightening, this is nothing new; it's just the nature of Bristol Myers Squibb's industry.</p>\n<p>What matters most is that a company is proactive in developing and acquiring its next generation of blockbuster drugs to absorb key patent expirations. With more than 50 compounds in over 40 different disease areas currently in development at Bristol Myers Squibb, this is exactly what the company has been doing for years now.</p>\n<p>As a result, analysts are projecting that Bristol Myers Squibb will be able to generate 6% annual earnings growth through the next five years.</p>\n<p>Yield-hungry investors can buy Bristol Myers Squibb's market-crushing 3.5% yield at a ridiculously cheap forward P/E ratio of 7.9, which is what makes the stock a buy for those looking to hedge against inflation.</p>\n<h2>3. AbbVie</h2>\n<p>Finally, a Buffett stock that'd also be a good fit for income investors is <b>AbbVie</b> (NYSE:ABBV). Berkshire currently holds about $1.9 billion worth of AbbVie stock.</p>\n<p>It's well known at this point that the biopharmaceutical's top-selling drug in the world, Humira, will be facing intense biosimilar competition in the U.S. beginning in 2023. Even though the immunology drug's U.S. sales made up 31% of AbbVie's $41.24 billion total year-to-date sales, the company's pipeline should be able to stabilize and grow its net revenue beyond 2023.</p>\n<p>AbbVie has 54 compounds in various stages of clinical trials, which is why analysts are forecasting that the stock will grow its adjusted EPS 4.5% annually in the next five years.</p>\n<p>AbbVie's massive 4.4% dividend yield can be picked up at a forward P/E ratio of only 9.3.&nbsp;This is an attractive valuation for a stock with the ability to fight off inflation with healthy dividend hikes.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Best Buffett Stocks to Buy for the Long Haul</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\">\n3 Best Buffett Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/3-best-buffett-stocks-to-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since Warren Buffett took full control of Berkshire Hathaway in 1965, it became a diversified holding company with investments in publicly traded companies totaling nearly $345 billion at the time of ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-best-buffett-stocks-to-buy-for-the-long-haul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMY":"施贵宝","ABBV":"艾伯维公司","JNJ":"强生"},"source_url":"https://www.fool.com/investing/2021/12/24/3-best-buffett-stocks-to-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193917872","content_text":"Since Warren Buffett took full control of Berkshire Hathaway in 1965, it became a diversified holding company with investments in publicly traded companies totaling nearly $345 billion at the time of writing.\nThe Oracle of Omaha's reputation of buying the highest quality businesses means that many individual investors could also benefit from adding these stocks to their portfolios. Here are three healthcare stocks that Buffett owns, which you may also want to consider buying and holding for the long run.\n1. Johnson & Johnson\nThe first pharma stock within Berkshire's portfolio to contemplate purchasing is Johnson & Johnson (NYSE:JNJ). While the stock is one of Buffett's smallest holdings, valued at just under $55 million, this doesn't take away from its 59 consecutive years of dividend increases that make the stock a Dividend King.\nJ&J will be spinning off its slower-growing and less profitable consumer health segment in the next 18 to 24 months, which should allow the company to focus on its faster-growing, more profitable pharmaceutical segment.\nJ&J has a strong existing drug portfolio, which should be able to make up for the upcoming 2025 to 2026 patent expirations for its top-selling drug known, Stelara. Year to date, the immunology drug made up just 9.9% of J&J's $69 billion in net sales.\nThese drugs include the immunology blockbuster Tremfya, which received its first of three U.S. Food and Drug Administration (FDA) approvals to date in July 2017. Another drug that was recently approved by the FDA was the oncology blockbuster called Darzalex, which received its first of nine FDA approvals to date in November 2015. These two drugs have grown their year-to-date revenue at high-40% clips year over year and should remain under patent most of this decade.\nJ&J's enviable existing drug portfolio and its nearly four dozen indications in late-stage clinical trials explain why analysts anticipate that the stock will deliver 8% annual non-GAAP (adjusted) earnings per share (EPS) growth over the next five years.\nIncome investors can scoop up J&J's 2.5% dividend yield at a forward P/E ratio of just 16.2 times, which makes the steady healthcare stock a great buy for the long term.\n2. Bristol Myers Squibb\nAnother Buffett stock that could be a great fit in your portfolio is Bristol Myers Squibb (NYSE:BMY). Berkshire's Bristol Myers Squibb stake totals nearly $1.4 billion, making it one of the largest healthcare holdings in Berkshire's portfolio.\nBristol Myers Squibb's oncology blockbusters Revlimid and Opdivo and the anticoagulant blockbuster co-owned with Pfizer (NYSE:PFE) named Eliquis each face patent expirations later this decade. While looming patent expirations on three drugs that account for approximately two-thirds of your company's total revenue sounds frightening, this is nothing new; it's just the nature of Bristol Myers Squibb's industry.\nWhat matters most is that a company is proactive in developing and acquiring its next generation of blockbuster drugs to absorb key patent expirations. With more than 50 compounds in over 40 different disease areas currently in development at Bristol Myers Squibb, this is exactly what the company has been doing for years now.\nAs a result, analysts are projecting that Bristol Myers Squibb will be able to generate 6% annual earnings growth through the next five years.\nYield-hungry investors can buy Bristol Myers Squibb's market-crushing 3.5% yield at a ridiculously cheap forward P/E ratio of 7.9, which is what makes the stock a buy for those looking to hedge against inflation.\n3. AbbVie\nFinally, a Buffett stock that'd also be a good fit for income investors is AbbVie (NYSE:ABBV). Berkshire currently holds about $1.9 billion worth of AbbVie stock.\nIt's well known at this point that the biopharmaceutical's top-selling drug in the world, Humira, will be facing intense biosimilar competition in the U.S. beginning in 2023. Even though the immunology drug's U.S. sales made up 31% of AbbVie's $41.24 billion total year-to-date sales, the company's pipeline should be able to stabilize and grow its net revenue beyond 2023.\nAbbVie has 54 compounds in various stages of clinical trials, which is why analysts are forecasting that the stock will grow its adjusted EPS 4.5% annually in the next five years.\nAbbVie's massive 4.4% dividend yield can be picked up at a forward P/E ratio of only 9.3. This is an attractive valuation for a stock with the ability to fight off inflation with healthy dividend hikes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691986905,"gmtCreate":1640125505803,"gmtModify":1640125505803,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great. Hope the share price goes up?&nbsp;","listText":"Great. Hope the share price goes up?&nbsp;","text":"Great. Hope the share price goes up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691986905","repostId":"1131687838","repostType":4,"repost":{"id":"1131687838","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":1640100532,"share":"https://www.laohu8.com/m/news/1131687838?lang=&edition=full","pubTime":"2021-12-21 23:28","market":"us","language":"en","title":"Microsoft's $16 billion Nuance bid gets EU antitrust approval","url":"https://stock-news.laohu8.com/highlight/detail?id=1131687838","media":"Reuters","summary":"BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)uncondition","content":"<p>BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)unconditional antitrust approval for its $16 billion bid for artificial intelligence and speech technology company Nuance Communications(NUAN.O).</p>\n<p>The deal is Microsoft's second biggest after its $26.2 billion LinkedIn purchase in 2016, and would boost its presence in cloud services for healthcare.</p>\n<p>It has already regulatory approval in the United States and Australia, and Reuters reported earlier this month it was set to receive EU approval.</p>\n<p>The Commission said its investigation into the deal had concluded that it would not significantly reduce competition in markets for transcription software, cloud services, enterprise communication services, PC operating systems and other products.</p>\n<p>\"The proposed transaction would raise no competition concerns on any of the markets examined in the European Economic Area,\" the Commission said.</p>\n<p>U.S.-based Nuance serves 77% of U.S. hospitals and helped launch Apple's(AAPL.O)Siri virtual assistant.</p>\n<p>The Commission said it had examined issues including the overlap between Microsoft and Nuance's transcription software activities, and found that they offered \"very different products\" that, when combined, would continue to face strong competition from other players.</p>\n<p>Tech companies have ramped up acquisitions of AI-focused firms as more integrate this technology into their products and services.</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>Microsoft's $16 billion Nuance bid gets EU antitrust approval</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\">\nMicrosoft's $16 billion Nuance bid gets EU antitrust approval\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\">2021-12-21 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)unconditional antitrust approval for its $16 billion bid for artificial intelligence and speech technology company Nuance Communications(NUAN.O).</p>\n<p>The deal is Microsoft's second biggest after its $26.2 billion LinkedIn purchase in 2016, and would boost its presence in cloud services for healthcare.</p>\n<p>It has already regulatory approval in the United States and Australia, and Reuters reported earlier this month it was set to receive EU approval.</p>\n<p>The Commission said its investigation into the deal had concluded that it would not significantly reduce competition in markets for transcription software, cloud services, enterprise communication services, PC operating systems and other products.</p>\n<p>\"The proposed transaction would raise no competition concerns on any of the markets examined in the European Economic Area,\" the Commission said.</p>\n<p>U.S.-based Nuance serves 77% of U.S. hospitals and helped launch Apple's(AAPL.O)Siri virtual assistant.</p>\n<p>The Commission said it had examined issues including the overlap between Microsoft and Nuance's transcription software activities, and found that they offered \"very different products\" that, when combined, would continue to face strong competition from other players.</p>\n<p>Tech companies have ramped up acquisitions of AI-focused firms as more integrate this technology into their products and services.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131687838","content_text":"BRUSSELS, Dec 21 (Reuters) - The European Commission on Tuesday granted Microsoft(MSFT.O)unconditional antitrust approval for its $16 billion bid for artificial intelligence and speech technology company Nuance Communications(NUAN.O).\nThe deal is Microsoft's second biggest after its $26.2 billion LinkedIn purchase in 2016, and would boost its presence in cloud services for healthcare.\nIt has already regulatory approval in the United States and Australia, and Reuters reported earlier this month it was set to receive EU approval.\nThe Commission said its investigation into the deal had concluded that it would not significantly reduce competition in markets for transcription software, cloud services, enterprise communication services, PC operating systems and other products.\n\"The proposed transaction would raise no competition concerns on any of the markets examined in the European Economic Area,\" the Commission said.\nU.S.-based Nuance serves 77% of U.S. hospitals and helped launch Apple's(AAPL.O)Siri virtual assistant.\nThe Commission said it had examined issues including the overlap between Microsoft and Nuance's transcription software activities, and found that they offered \"very different products\" that, when combined, would continue to face strong competition from other players.\nTech companies have ramped up acquisitions of AI-focused firms as more integrate this technology into their products and services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698502407,"gmtCreate":1640432227903,"gmtModify":1640432227977,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Msft keep going....&nbsp;","listText":"Msft keep going....&nbsp;","text":"Msft keep going....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698502407","repostId":"2193178191","repostType":4,"repost":{"id":"2193178191","pubTimestamp":1640398963,"share":"https://www.laohu8.com/m/news/2193178191?lang=&edition=full","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4503":"景林资产持仓","MSFT":"微软","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4504":"桥水持仓","BK4527":"明星科技股","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","AMZN":"亚马逊","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4559":"巴菲特持仓","BK4538":"云计算"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698504125,"gmtCreate":1640433008710,"gmtModify":1640433214553,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698504125","repostId":"1160601915","repostType":4,"repost":{"id":"1160601915","pubTimestamp":1640393498,"share":"https://www.laohu8.com/m/news/1160601915?lang=&edition=full","pubTime":"2021-12-25 08:51","market":"us","language":"en","title":"Catalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight","url":"https://stock-news.laohu8.com/highlight/detail?id=1160601915","media":"Seeking Alpha","summary":"Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events tha","content":"<p>Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning'sregularStocks to Watch article&nbsp;for a full list of events planned for the week or the&nbsp;Seeking Alpha earnings calendar&nbsp;for companies due to report.</p>\n<p><b>Monday - December 27</b></p>\n<ul>\n <li><b>Volatility watch -</b>Options trading spiked higher again this week on KemPharm(NASDAQ:KMPH), Johnson Controls International(NYSE:JCI)and Adagio Therapeutics(NASDAQ:AVCT). Stocks generating strong interest on Reddit's WallStreetBets include AMD(NASDAQ:AMD), AMC Entertainment(NYSE:AMC)and Allakos(NASDAQ:ALLK). Biofrontera(NASDAQ:BFRI)is buzzing on Stocktwits. Short interest positions are elevated heading into next week on Cortexyme(NASDAQ:CRTX), Tattoed Chef(NASDAQ:TTCF)and Corsair Gaming(NASDAQ:CRSR). Keep an eye on Nikola(NASDAQ:NKLA)for further short squeeze potential.</li>\n <li><b>All day</b>-Baidu(NASDAQ:BIDU)hosts its annual flagship developers' conference called Baidu Create. The event will also be China's first metaverse conference as it takes place on the XiRang platform. The virtual reality platform enables up to 100,000 online attendees to interact with 100 speakers from around the world at the three-dimensional conference. Baidu plans to release its technological advances and applications in a number of cutting-edge areas such as artificial intelligence, autonomous driving, intelligent transportation, quantum computing, and biocomputing at the conference. Shares of BIDU trade near the low end of their 52-week range.</li>\n <li><b>All day -</b>Immersion(NASDAQ:IMMR)holds a special shareholder meeting to vote on an equity incentive plan and adjournment of the special meeting to a later date.</li>\n <li><b>All day -</b>Pre-IPO shareholders with DiDi Global(NYSE:DIDI)will be allowed to sell their shares after a lock-up period expires.</li>\n <li><b>All day -</b>The deadline for the redemption of Alight(NYSE:ALIT)public warrants expires. The expiration of warrants can lead to a share price increase if dilution risk is seen being removed.</li>\n <li><b>All day -</b>The tender offer for Southwest Gas(NYSE:SWX)from Carl Icahn at $75 per share expires. The company has urged investors to reject Icahn's takeover attempt, saying his tender offer undervalues the company and is highly conditional.</li>\n</ul>\n<p><b>Tuesday - December 28</b></p>\n<ul>\n <li><b>All day -</b>The SEMICON Taiwan Semiconductor conference runs from December 28-31 with a focus on the latest innovations that will drive the next wave of industry growth. Chip heavyweights Taiwan Semiconductor Manufacturing Company(NYSE:TSM), ASE Technology Holding Co(NYSE:ASX)and Nanya Technology(OTCPK:NNYAF)will be exhibitors, as well as new artificial intelligence, Internet of Things, 5G and machine learning startups. Onto Innovation(NYSE:ONTO)is being circled as an exhibitor to watch at the conference.</li>\n <li><b>All day -</b>Cal-Maine Foods(NASDAQ:CALM)earnings report. Options trading on Cal-Maine implies a move of close to 6% after the numbers drop.</li>\n <li><b>9:00 a.m.</b>The S&amp;P CoreLogic Case-Shiller home price index for October is expected to be reported at +19.4% to follow on the 19.5% increase in September. Home price growth has been gently easing since July even as demand has stayed robust amid tight supply. Some analysts think a cool Case-Shiller print could shake up sentiment on homebuilder stocks such as D.R. Horton(NYSE:DHI), KB Home(NYSE:KBH), Toll Brothers(NYSE:TOL), Lennar(NYSE:LEN), Beazer Homes(NYSE:BZH)and PulteGroup(NYSE:PHM).</li>\n</ul>\n<p><b>Wednesday - December 29</b></p>\n<ul>\n <li><b>All day</b>- NextGen Acquisition Corp. II(NASDAQ:NGCA)shareholders meet to vote on the SPAC deal to take Virgin Orbit public. The satellite launch company was split off from Virgin Galactic(NYSE:SPCE)in 2017. Virgin Orbit recently announced an extension of its partnership with Arqit Quantum(NASDAQ:ARQQ)on space-based encryption services to private, defense, and intelligence customers globally. Virgin Orbit is developing a space launch system based on a modified 747-400 aircraft. The company expects to trade under the ticker symbol VORB after the SPAC deal is completed.</li>\n <li><b>All day -</b>Shareholders with Athena Technology(NYSE:ATHN)are scheduled to meet to approve the SPAC deal to take concentrated solar energy company Heliogen public. Heliogen’s technology uses a field of mirrors to capture sunlight for converting into heat, electricity or clean fuels. ArcelorMittal(NYSE:MT)has an initial investment of at least $10M in Heliogen.</li>\n <li><b>2:00 p.m.</b>The deadline hits for the public redemption of AerSale(NASDAQ:ASLE)public warrants. AerSale says its election to redeem warrants on a cashless basis limits dilution to existing shareholders and is simpler and less burdensome to warrant holders.</li>\n</ul>\n<p><b>Thursday - December 30</b></p>\n<ul>\n <li><b>All day -</b>Shareholders with CF Acquisition Corp.(NASDAQ:CFV)meet to vote on the SPAC deal to take earth observation company Satellogic public. Satellogic is building a new plant in the Netherlands to produce as many as 25 satellites a quarter.</li>\n <li><b>8:30 a.m.</b>The initial jobless claims report drops to expectations for an increase to about 220K from 205K the week prior. Claims are at very low levels due to the strength in labor demand.</li>\n</ul>\n<p><b>Friday - December 31</b></p>\n<ul>\n <li><b>All day -</b>The last major economic report for investors to chew for the year on will be the China PMI print. The last two updates on China PMI have fallen below expectations.</li>\n <li><b>All day -</b>It is the walk date for the MKS Instruments(NASDAQ:MKSI)acquisition of Atotech(NYSE:ATC). MKS plans to acquire Atotech for $16.20 in cash and 0.0552 of a share of MKS per Atotech share. Atotech has gained 2.78% over the last week and is close to its post-deal high.</li>\n</ul>","source":"lsy1617334820801","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>Catalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight</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\">\nCatalyst watch for next week: Baidu, Virgin Orbit and Nikola in the spotlight\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783324-catalyst-watch-for-next-week-baidu-virgin-orbit-and-nikola-in-the-spotlight><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning'sregularStocks to Watch article for a full list of events ...</p>\n\n<a href=\"https://seekingalpha.com/news/3783324-catalyst-watch-for-next-week-baidu-virgin-orbit-and-nikola-in-the-spotlight\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","NKLA":"Nikola Corporation"},"source_url":"https://seekingalpha.com/news/3783324-catalyst-watch-for-next-week-baidu-virgin-orbit-and-nikola-in-the-spotlight","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160601915","content_text":"Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning'sregularStocks to Watch article for a full list of events planned for the week or the Seeking Alpha earnings calendar for companies due to report.\nMonday - December 27\n\nVolatility watch -Options trading spiked higher again this week on KemPharm(NASDAQ:KMPH), Johnson Controls International(NYSE:JCI)and Adagio Therapeutics(NASDAQ:AVCT). Stocks generating strong interest on Reddit's WallStreetBets include AMD(NASDAQ:AMD), AMC Entertainment(NYSE:AMC)and Allakos(NASDAQ:ALLK). Biofrontera(NASDAQ:BFRI)is buzzing on Stocktwits. Short interest positions are elevated heading into next week on Cortexyme(NASDAQ:CRTX), Tattoed Chef(NASDAQ:TTCF)and Corsair Gaming(NASDAQ:CRSR). Keep an eye on Nikola(NASDAQ:NKLA)for further short squeeze potential.\nAll day-Baidu(NASDAQ:BIDU)hosts its annual flagship developers' conference called Baidu Create. The event will also be China's first metaverse conference as it takes place on the XiRang platform. The virtual reality platform enables up to 100,000 online attendees to interact with 100 speakers from around the world at the three-dimensional conference. Baidu plans to release its technological advances and applications in a number of cutting-edge areas such as artificial intelligence, autonomous driving, intelligent transportation, quantum computing, and biocomputing at the conference. Shares of BIDU trade near the low end of their 52-week range.\nAll day -Immersion(NASDAQ:IMMR)holds a special shareholder meeting to vote on an equity incentive plan and adjournment of the special meeting to a later date.\nAll day -Pre-IPO shareholders with DiDi Global(NYSE:DIDI)will be allowed to sell their shares after a lock-up period expires.\nAll day -The deadline for the redemption of Alight(NYSE:ALIT)public warrants expires. The expiration of warrants can lead to a share price increase if dilution risk is seen being removed.\nAll day -The tender offer for Southwest Gas(NYSE:SWX)from Carl Icahn at $75 per share expires. The company has urged investors to reject Icahn's takeover attempt, saying his tender offer undervalues the company and is highly conditional.\n\nTuesday - December 28\n\nAll day -The SEMICON Taiwan Semiconductor conference runs from December 28-31 with a focus on the latest innovations that will drive the next wave of industry growth. Chip heavyweights Taiwan Semiconductor Manufacturing Company(NYSE:TSM), ASE Technology Holding Co(NYSE:ASX)and Nanya Technology(OTCPK:NNYAF)will be exhibitors, as well as new artificial intelligence, Internet of Things, 5G and machine learning startups. Onto Innovation(NYSE:ONTO)is being circled as an exhibitor to watch at the conference.\nAll day -Cal-Maine Foods(NASDAQ:CALM)earnings report. Options trading on Cal-Maine implies a move of close to 6% after the numbers drop.\n9:00 a.m.The S&P CoreLogic Case-Shiller home price index for October is expected to be reported at +19.4% to follow on the 19.5% increase in September. Home price growth has been gently easing since July even as demand has stayed robust amid tight supply. Some analysts think a cool Case-Shiller print could shake up sentiment on homebuilder stocks such as D.R. Horton(NYSE:DHI), KB Home(NYSE:KBH), Toll Brothers(NYSE:TOL), Lennar(NYSE:LEN), Beazer Homes(NYSE:BZH)and PulteGroup(NYSE:PHM).\n\nWednesday - December 29\n\nAll day- NextGen Acquisition Corp. II(NASDAQ:NGCA)shareholders meet to vote on the SPAC deal to take Virgin Orbit public. The satellite launch company was split off from Virgin Galactic(NYSE:SPCE)in 2017. Virgin Orbit recently announced an extension of its partnership with Arqit Quantum(NASDAQ:ARQQ)on space-based encryption services to private, defense, and intelligence customers globally. Virgin Orbit is developing a space launch system based on a modified 747-400 aircraft. The company expects to trade under the ticker symbol VORB after the SPAC deal is completed.\nAll day -Shareholders with Athena Technology(NYSE:ATHN)are scheduled to meet to approve the SPAC deal to take concentrated solar energy company Heliogen public. Heliogen’s technology uses a field of mirrors to capture sunlight for converting into heat, electricity or clean fuels. ArcelorMittal(NYSE:MT)has an initial investment of at least $10M in Heliogen.\n2:00 p.m.The deadline hits for the public redemption of AerSale(NASDAQ:ASLE)public warrants. AerSale says its election to redeem warrants on a cashless basis limits dilution to existing shareholders and is simpler and less burdensome to warrant holders.\n\nThursday - December 30\n\nAll day -Shareholders with CF Acquisition Corp.(NASDAQ:CFV)meet to vote on the SPAC deal to take earth observation company Satellogic public. Satellogic is building a new plant in the Netherlands to produce as many as 25 satellites a quarter.\n8:30 a.m.The initial jobless claims report drops to expectations for an increase to about 220K from 205K the week prior. Claims are at very low levels due to the strength in labor demand.\n\nFriday - December 31\n\nAll day -The last major economic report for investors to chew for the year on will be the China PMI print. The last two updates on China PMI have fallen below expectations.\nAll day -It is the walk date for the MKS Instruments(NASDAQ:MKSI)acquisition of Atotech(NYSE:ATC). MKS plans to acquire Atotech for $16.20 in cash and 0.0552 of a share of MKS per Atotech share. Atotech has gained 2.78% over the last week and is close to its post-deal high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698504368,"gmtCreate":1640432941182,"gmtModify":1640433202251,"author":{"id":"4100607323115300","authorId":"4100607323115300","name":"Tinycub22","avatar":"https://static.tigerbbs.com/21cc125417073d9b3974e7b3f3303ef5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wonder how it will looks like when interest increses.&nbsp;","listText":"Wonder how it will looks like when interest increses.&nbsp;","text":"Wonder how it will looks like when interest increses.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698504368","repostId":"1195657371","repostType":4,"repost":{"id":"1195657371","pubTimestamp":1640394204,"share":"https://www.laohu8.com/m/news/1195657371?lang=&edition=full","pubTime":"2021-12-25 09:03","market":"us","language":"en","title":"Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1195657371","media":"Seeking Alpha","summary":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b","content":"<ul>\n <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth&nbsp;from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li>\n <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li>\n <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li>\n <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li>\n <li>The&nbsp;metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li>\n <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li>\n <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li>\n <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&amp;A candidates for next year.</li>\n <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li>\n <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li>\n <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack&nbsp;down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li>\n <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</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>Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022</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\">\nWill Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT)...</p>\n\n<a href=\"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195657371","content_text":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.\nAnalyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.\nAs part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.\nIves also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.\nThe metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.\nIves also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).\nCybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).\nDespite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.\nOn the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"\nKeeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.\nIves also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.\nLastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}