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- ben_lfben_lf
  ·2021-12-24
  Nice
  U.S. adds Merck pill as 2nd easy-to-use drug against COVID-19
  U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another ea
  U.S. adds Merck pill as 2nd easy-to-use drug against COVID-19
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- ben_lfben_lf
  ·2021-12-23
  Cool
  Rivian vs. Ford: Which Is the Better Buy?
  Rivian has great potential, but is it a better buy than something like Ford?
  Rivian vs. Ford: Which Is the Better Buy?
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- ben_lfben_lf
  ·2021-06-26
  Ok
  Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.
  Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.There haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO were up 17% for the month.X
  Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.
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22:31","market":"us","language":"en","title":"U.S. adds Merck pill as 2nd easy-to-use drug against COVID-19","url":"https://stock-news.laohu8.com/highlight/detail?id=1192623075","media":"SeattleTimes","summary":"U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another ea","content":"<p>U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another easy-to-use medication to battle the rising tide of omicron infections.</p>\n<p>The Food and Drug Administration authorization of Merck’s molnupiravir comes one day after the agency cleared a competing drug from Pfizer. That pill, Paxlovid, is likely to become the first-choice treatment against the virus, thanks to its superior benefits and milder side effects.</p>\n<p>As a result, Merck’s pill is expected to have a smaller role against the pandemic than predicted just a few weeks ago. Its ability to head off severe COVID-19 is much smaller than initially announced and the drug label will warn of serious safety issues, including the potential for birth defects.</p>\n<p>The Food and Drug Administration authorized Merck’s drug for adults with early symptoms of COVID-19 who face the highest risks of hospitalization, including older people and those with conditions like obesity and heart disease. The U.K. first authorized the pill in early November.</p>\n<p>Known as molnupiravir, the Merck drug will carry a warning against use during pregnancy. Women of childbearing age should use birth control during treatment and for a few days after while men should use birth control for at least three months after their final dose, the FDA said.</p>\n<p>The restrictions were expected after an FDA advisory panel only narrowly endorsed the drug last month, warning that its use would have to be strictly tailored to patients who can benefit the most.</p>\n<p>The Pfizer pill works differently and doesn’t carry the same risks. Additionally, Pfizer’s drug was roughly three times more effective in testing, reducing hospitalization and death by nearly 90% among high-risk patients, compared with 30% for Merck’s.</p>\n<p>Some experts question whether there will be much of a role for the Merck drug in the U.S.</p>\n<p>“To the extent that there’s an ample supply of Pfizer’s pill, I think it won’t be used,” said Dr. Gregory Poland of the Mayo Clinic, referring to the Merck drug. “There would be no reason, given it has less efficacy and a higher risk of side effects.”</p>\n<p>For now, the FDA decision provides another potential option against the virus that has killed more than 800,000 Americans, even as health officials brace for record-setting cases, hospitalizations and deaths driven by the omicron variant. Antiviral pills, including Merck’s, are expected to be effective against omicron because they don’t target the spike protein where most of the variant’s worrisome mutations reside.</p>\n<p>The FDA based its decision on results showing nearly 7% of patients taking the drug ended up in the hospital and one died at the end of 30 days. That compared with 10% of patients hospitalized who were taking the placebo and nine deaths.</p>\n<p>Federal officials have agreed to purchase enough of the drug to treat 3.1 million people.</p>\n<p>The U.S. will pay about $700 for each course of Merck’s drug, which requires patients to take four pills twice a day for five days. A review by Harvard University and King’s College London estimated it costs about $18 to make each 40-pill course of treatment.</p>\n<p>Merck’s drug inserts tiny errors into the coronavirus’ genetic code to slow its reproduction. That genetic effect has raised concerns that the drug could cause mutations in human fetuses and even spur more virulent strains of the virus. But FDA scientists said the variant risk is largely theoretical because people take the drug for such a short period of time.</p>","source":"lsy1640271591192","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>U.S. adds Merck pill as 2nd easy-to-use drug against COVID-19</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\">\nU.S. adds Merck pill as 2nd easy-to-use drug against COVID-19\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.seattletimes.com/business/us-adds-merck-pill-as-2nd-easy-to-use-drug-against-covid-19/><strong>SeattleTimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another easy-to-use medication to battle the rising tide of omicron infections.\nThe Food and Drug ...</p>\n\n<a href=\"https://www.seattletimes.com/business/us-adds-merck-pill-as-2nd-easy-to-use-drug-against-covid-19/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRK":"默沙东"},"source_url":"https://www.seattletimes.com/business/us-adds-merck-pill-as-2nd-easy-to-use-drug-against-covid-19/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192623075","content_text":"U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another easy-to-use medication to battle the rising tide of omicron infections.\nThe Food and Drug Administration authorization of Merck’s molnupiravir comes one day after the agency cleared a competing drug from Pfizer. That pill, Paxlovid, is likely to become the first-choice treatment against the virus, thanks to its superior benefits and milder side effects.\nAs a result, Merck’s pill is expected to have a smaller role against the pandemic than predicted just a few weeks ago. Its ability to head off severe COVID-19 is much smaller than initially announced and the drug label will warn of serious safety issues, including the potential for birth defects.\nThe Food and Drug Administration authorized Merck’s drug for adults with early symptoms of COVID-19 who face the highest risks of hospitalization, including older people and those with conditions like obesity and heart disease. The U.K. first authorized the pill in early November.\nKnown as molnupiravir, the Merck drug will carry a warning against use during pregnancy. Women of childbearing age should use birth control during treatment and for a few days after while men should use birth control for at least three months after their final dose, the FDA said.\nThe restrictions were expected after an FDA advisory panel only narrowly endorsed the drug last month, warning that its use would have to be strictly tailored to patients who can benefit the most.\nThe Pfizer pill works differently and doesn’t carry the same risks. Additionally, Pfizer’s drug was roughly three times more effective in testing, reducing hospitalization and death by nearly 90% among high-risk patients, compared with 30% for Merck’s.\nSome experts question whether there will be much of a role for the Merck drug in the U.S.\n“To the extent that there’s an ample supply of Pfizer’s pill, I think it won’t be used,” said Dr. Gregory Poland of the Mayo Clinic, referring to the Merck drug. “There would be no reason, given it has less efficacy and a higher risk of side effects.”\nFor now, the FDA decision provides another potential option against the virus that has killed more than 800,000 Americans, even as health officials brace for record-setting cases, hospitalizations and deaths driven by the omicron variant. Antiviral pills, including Merck’s, are expected to be effective against omicron because they don’t target the spike protein where most of the variant’s worrisome mutations reside.\nThe FDA based its decision on results showing nearly 7% of patients taking the drug ended up in the hospital and one died at the end of 30 days. That compared with 10% of patients hospitalized who were taking the placebo and nine deaths.\nFederal officials have agreed to purchase enough of the drug to treat 3.1 million people.\nThe U.S. will pay about $700 for each course of Merck’s drug, which requires patients to take four pills twice a day for five days. A review by Harvard University and King’s College London estimated it costs about $18 to make each 40-pill course of treatment.\nMerck’s drug inserts tiny errors into the coronavirus’ genetic code to slow its reproduction. That genetic effect has raised concerns that the drug could cause mutations in human fetuses and even spur more virulent strains of the virus. But FDA scientists said the variant risk is largely theoretical because people take the drug for such a short period of time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691415444,"gmtCreate":1640227152019,"gmtModify":1640227152019,"author":{"id":"3585714705526901","authorId":"3585714705526901","name":"ben_lf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585714705526901","authorIdStr":"3585714705526901"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691415444","repostId":"1119859400","repostType":4,"repost":{"id":"1119859400","kind":"news","pubTimestamp":1640226140,"share":"https://www.laohu8.com/m/news/1119859400?lang=&edition=full","pubTime":"2021-12-23 10:22","market":"us","language":"en","title":"Rivian vs. Ford: Which Is the Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119859400","media":"InvestorPlace","summary":"Rivian has great potential, but is it a better buy than something like Ford?","content":"<p><b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) recently hit new lows on Dec. 17 after reporting earnings. RIVN stock fell 10% as a result of a top- and bottom-line miss, the company’s first report as a public company.</p>\n<p>Even with the drop, Rivian commands a market capitalization of $84 billion. That’s more than&nbsp;<b>Ford</b>(NYSE:<b><u>F</u></b>) and&nbsp;<b>General Motors</b>(NYSE:<b><u>GM</u></b>). That’s crazy!</p>\n<p>The valuation with electric vehicle (EV) stocks has gone bananas.</p>\n<p>In the pre-EV days, automakers were assigned insultingly low valuations. Perhaps we’re in the midst of a great “rerating” in terms of valuation, but building EVs vs. traditional internal combustion engine (ICE) vehicles<i>shouldn’t</i>create such disparity with the valuation.</p>\n<p>That’s where we find ourselves though, as investors wonder if this shift is permanent or temporary.</p>\n<p>I don’t have anything personal against RIVN stock, but I personally find its valuation to be too high. Shares trade at about 10.4 times 2023 estimates, estimates of which may very well may be too optimistic in the first place.</p>\n<p>That’s got me comparing it to other automakers, namely Ford.</p>\n<p><b>RIVN Stock vs. F Stock</b></p>\n<p>Rivian does not generate meaningful revenue at the moment, although it does have a partnership with&nbsp;<b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>). The latter also owns a 20% stake in the company, for what it’s worth.</p>\n<p>Estimates currently call for $3.45 billion in sales next year for Rivian, although that estimate is at risk (in my opinion) as management has said supply chain issues could negatively impact deliveries. On the plus side, there are 71,000 RI reservations for its new vehicle.That’s up 48% in the last two and a half months.</p>\n<p>But then you flip around to Ford and ask yourself, “If Rivian is worth $84 billion, why is Ford only worth $80 billion?”</p>\n<p>The company is forecast to generate ~$127 billion in sales in 2021, up 9.5% year over year. In 2022 and 2023, estimates sit at $145.3 billion and $164 billion, respectively.</p>\n<p>The latter figure is almost 20 times larger than the $8.4 billion Rivian is forecast to generate that year. Now that comparison is a bit like apples to oranges, but it highlights the difference between these two companies and what stage they are at.</p>\n<p>Rivian is like the kid that walked into the office and was promoted to VP on their first day. Ford has been there for 30 years and still can’t make partner.</p>\n<p><b>Truck vs. Truck</b></p>\n<p>Ford is making a serious transition toward EVs. It already has its Mustang Mach E on the road, with the E-Transit on the way. Ford even has a&nbsp;pilot program to help companies integrate&nbsp;the E-Transit into their fleets.</p>\n<p>But the crown jewel is the F-150 Lightning.</p>\n<p>The F-Series pickup truck is the best selling<i>vehicle</i>in the U.S. and has been for more than four decades. While Rivian has an impressive 71,000 reservations, Ford&nbsp;stopped taking reservations&nbsp;for its F-150 Lightning, as the list topped 200,000.</p>\n<p>Demand is clearly through the roof here. While that has many investors optimistic on the future of EV and specifically on Rivian, why don’t they see the competition that’s coming down the pike?</p>\n<p>It would be one thing if Rivian was going to enter the electric pickup truck market with no competition. But the fact that it’s fighting the electrification of the country’s best-selling pickup and vehicle,andgoing up against<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>), GM and others, should have investors asking some questions.</p>\n<p>Namely this: Is RIVN stock overvalued or is F stock undervalued — or is it both?</p>\n<p>Granted, the R1T has a better EPA-estimated driving range for its base model than the base model for Ford’s Lightning. That said, Ford’s electric pickup starts at around $40,000 and can get an upgrade to its range, while the R1T has a starting price of roughly $67,500.</p>\n<p>Ford expects to&nbsp;“increase its production capacity of electric vehicles to 600,000 units globally by 2023.” Further, CEO Jim Farley “expects that would make the company the second-largest U.S.-based producer of EVs,” just behind&nbsp;<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>).</p>\n<p>For what it’s worth, General Motors will likely be in that mix as well, with management previously stating it expects to produce 1 million EVs by 2025.</p>\n<p><b>Bottom Line on RIVN Stock</b></p>\n<p>I must repeat again that I don’t have anything personal against Rivian. I actually really like EVs and autonomous driving systems and I covered the space for years.</p>\n<p>But the sudden fascination with this industry — shown via the valuations — has me asking some questions as to how it’s justified. For now, I still don’t have the answer and, between the two stocks, I’d rather be long Ford at these levels than RIVN stock.</p>","source":"lsy1606302653667","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>Rivian vs. Ford: Which Is the Better Buy?</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\">\nRivian vs. Ford: Which Is the Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/rivian-rivn-stock-vs-ford-which-is-the-better-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rivian(NASDAQ:RIVN) recently hit new lows on Dec. 17 after reporting earnings. RIVN stock fell 10% as a result of a top- and bottom-line miss, the company’s first report as a public company.\nEven with...</p>\n\n<a href=\"https://investorplace.com/2021/12/rivian-rivn-stock-vs-ford-which-is-the-better-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"https://investorplace.com/2021/12/rivian-rivn-stock-vs-ford-which-is-the-better-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119859400","content_text":"Rivian(NASDAQ:RIVN) recently hit new lows on Dec. 17 after reporting earnings. RIVN stock fell 10% as a result of a top- and bottom-line miss, the company’s first report as a public company.\nEven with the drop, Rivian commands a market capitalization of $84 billion. That’s more than Ford(NYSE:F) and General Motors(NYSE:GM). That’s crazy!\nThe valuation with electric vehicle (EV) stocks has gone bananas.\nIn the pre-EV days, automakers were assigned insultingly low valuations. Perhaps we’re in the midst of a great “rerating” in terms of valuation, but building EVs vs. traditional internal combustion engine (ICE) vehiclesshouldn’tcreate such disparity with the valuation.\nThat’s where we find ourselves though, as investors wonder if this shift is permanent or temporary.\nI don’t have anything personal against RIVN stock, but I personally find its valuation to be too high. Shares trade at about 10.4 times 2023 estimates, estimates of which may very well may be too optimistic in the first place.\nThat’s got me comparing it to other automakers, namely Ford.\nRIVN Stock vs. F Stock\nRivian does not generate meaningful revenue at the moment, although it does have a partnership with Amazon(NASDAQ:AMZN). The latter also owns a 20% stake in the company, for what it’s worth.\nEstimates currently call for $3.45 billion in sales next year for Rivian, although that estimate is at risk (in my opinion) as management has said supply chain issues could negatively impact deliveries. On the plus side, there are 71,000 RI reservations for its new vehicle.That’s up 48% in the last two and a half months.\nBut then you flip around to Ford and ask yourself, “If Rivian is worth $84 billion, why is Ford only worth $80 billion?”\nThe company is forecast to generate ~$127 billion in sales in 2021, up 9.5% year over year. In 2022 and 2023, estimates sit at $145.3 billion and $164 billion, respectively.\nThe latter figure is almost 20 times larger than the $8.4 billion Rivian is forecast to generate that year. Now that comparison is a bit like apples to oranges, but it highlights the difference between these two companies and what stage they are at.\nRivian is like the kid that walked into the office and was promoted to VP on their first day. Ford has been there for 30 years and still can’t make partner.\nTruck vs. Truck\nFord is making a serious transition toward EVs. It already has its Mustang Mach E on the road, with the E-Transit on the way. Ford even has a pilot program to help companies integrate the E-Transit into their fleets.\nBut the crown jewel is the F-150 Lightning.\nThe F-Series pickup truck is the best sellingvehiclein the U.S. and has been for more than four decades. While Rivian has an impressive 71,000 reservations, Ford stopped taking reservations for its F-150 Lightning, as the list topped 200,000.\nDemand is clearly through the roof here. While that has many investors optimistic on the future of EV and specifically on Rivian, why don’t they see the competition that’s coming down the pike?\nIt would be one thing if Rivian was going to enter the electric pickup truck market with no competition. But the fact that it’s fighting the electrification of the country’s best-selling pickup and vehicle,andgoing up againstTesla(NASDAQ:TSLA), GM and others, should have investors asking some questions.\nNamely this: Is RIVN stock overvalued or is F stock undervalued — or is it both?\nGranted, the R1T has a better EPA-estimated driving range for its base model than the base model for Ford’s Lightning. That said, Ford’s electric pickup starts at around $40,000 and can get an upgrade to its range, while the R1T has a starting price of roughly $67,500.\nFord expects to “increase its production capacity of electric vehicles to 600,000 units globally by 2023.” Further, CEO Jim Farley “expects that would make the company the second-largest U.S.-based producer of EVs,” just behind Tesla(NASDAQ:TSLA).\nFor what it’s worth, General Motors will likely be in that mix as well, with management previously stating it expects to produce 1 million EVs by 2025.\nBottom Line on RIVN Stock\nI must repeat again that I don’t have anything personal against Rivian. I actually really like EVs and autonomous driving systems and I covered the space for years.\nBut the sudden fascination with this industry — shown via the valuations — has me asking some questions as to how it’s justified. For now, I still don’t have the answer and, between the two stocks, I’d rather be long Ford at these levels than RIVN stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125647511,"gmtCreate":1624673139333,"gmtModify":1631883954929,"author":{"id":"3585714705526901","authorId":"3585714705526901","name":"ben_lf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585714705526901","authorIdStr":"3585714705526901"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125647511","repostId":"1100072036","repostType":4,"repost":{"id":"1100072036","kind":"news","pubTimestamp":1624669285,"share":"https://www.laohu8.com/m/news/1100072036?lang=&edition=full","pubTime":"2021-06-26 09:01","market":"us","language":"en","title":"Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100072036","media":"Barrons","summary":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.There haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO were up 17% for the month.X","content":"<p>Stock in electric-vehicle pioneer&nbsp;Tesla&nbsp;is&nbsp;on fire&nbsp;for seemingly no reason.</p>\n<p>There haven’t been any big,splashy&nbsp;upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.</p>\n<p>Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.</p>\n<p><b>Taking Cues From China</b></p>\n<p>Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker&nbsp;NIO(NIO) were up 17% for the month.XPeng(XPEV) and&nbsp;Li Auto(LI) had gained 31% and 36%, respectively.</p>\n<p>Tesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.</p>\n<p><b>Delivery Optimism</b></p>\n<p>The second reason is about second-quarter deliveries, after&nbsp;perceived weakness&nbsp;in Chinese delivery numbers. More recently, however, several&nbsp;reports&nbsp;have been popping up about Tesla working hard to deliver vehicles into the end of this month.</p>\n<p>“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst&nbsp;Dan Ivestells&nbsp;Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.</p>\n<p><b>Green Tidal Wave</b></p>\n<p>Ives has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but&nbsp;progress&nbsp;was made in Washington this week.</p>\n<p><b>Musk Tweeting, Again</b></p>\n<p>No search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s&nbsp;Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.</p>\n<p>Tesla plans to offer its highest level of&nbsp;driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.</p>\n<p><b>What’s Next</b></p>\n<p>Next up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.</p>\n<p>Year to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.</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\">\nTesla Stock Has Been on Fire This Week. Here Are 4 Reasons.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100072036","content_text":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.\nInvestors, rightly so, are wondering what’s going on. We found four reasons, outlined below.\nTaking Cues From China\nMany electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO(NIO) were up 17% for the month.XPeng(XPEV) and Li Auto(LI) had gained 31% and 36%, respectively.\nTesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.\nDelivery Optimism\nThe second reason is about second-quarter deliveries, after perceived weakness in Chinese delivery numbers. More recently, however, several reports have been popping up about Tesla working hard to deliver vehicles into the end of this month.\n“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst Dan Ivestells Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.\nGreen Tidal Wave\nIves has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but progress was made in Washington this week.\nMusk Tweeting, Again\nNo search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.\nTesla plans to offer its highest level of driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.\nWhat’s Next\nNext up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.\nYear to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}