GraceChan的个人主页 - 老虎社区

GraceChan

GraceChan

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21关注

53粉丝

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0勋章

2021-12-23

Yes

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2021-12-18

Yes

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2021-12-16

Exciting week

Earnings Scheduled For December 16, 2021

2021-12-14

$Apple(AAPL)$ $200 otw!

2021-12-09

To the moon 🌙

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2021-12-03

When the going gets tough, the tough gets going!

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2021-11-13

Long term for Palantir

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity

2021-10-29

$DBS GROUP HOLDINGS LTD(D05.SI)$Bullish on this one. Are you?

2021-10-29

Last year end was a blast for tech stocks. Will this year be the same?

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2021-10-28

Adding Microsoft

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2021-10-27

Expecting no less.

Microsoft beats revenue expectations

2021-10-25

Exciting week! 🚀

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2021-10-21

Who will bear the cost of rapid test?

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2021-10-20

Please show us great earnings!

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2021-10-19

Shopping season!

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2021-10-18

Success!

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2021-10-17

Go amazon!!

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2021-10-14

More room for growth!

S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag

2021-10-13

Waiting for the news release

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2021-10-11

$Alibaba(BABA)$Still strong fundamentally. Bullish on this one.

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week&nbsp;","listText":"Exciting week&nbsp;","text":"Exciting week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690120119","repostId":"1172103402","repostType":4,"repost":{"id":"1172103402","kind":"news","pubTimestamp":1639647036,"share":"https://www.laohu8.com/m/news/1172103402?lang=&edition=full","pubTime":"2021-12-16 17:30","market":"us","language":"en","title":"Earnings Scheduled For December 16, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1172103402","media":"Benzinga","summary":"Companies Reporting Before The Bell\n• Tsakos Energy Navigation (NYSE:TNP) is projected to report qua","content":"<p>Companies Reporting Before The Bell</p>\n<p>• Tsakos Energy Navigation (NYSE:TNP) is projected to report quarterly loss at $1.12 per share on revenue of $84.34 million.</p>\n<p>• Accenture (NYSE:ACN) is expected to report quarterly earnings at $2.36 per share on revenue of $12.61 billion.</p>\n<p>• Navios Maritime Holdings (NYSE:NM) is estimated to report earnings for its third quarter.</p>\n<p>• Jabil (NYSE:JBL) is projected to report quarterly earnings at $1.80 per share on revenue of $8.29 billion.</p>\n<p>• Adobe (NASDAQ:ADBE) is likely to report quarterly earnings at $3.20 per share on revenue of $4.09 billion.</p>\n<p>• Arqit Quantum (NASDAQ:ARQQ) is estimated to report earnings for its fourth quarter.</p>\n<p>• Worthington Industries (NYSE:WOR) is projected to report quarterly earnings at $1.72 per share on revenue of $1.25 billion.</p>\n<p>Companies Reporting After The Bell</p>\n<p>• Expensify (NASDAQ:EXFY) is projected to report quarterly earnings at $0.42 per share on revenue of $37.42 million.</p>\n<p>• Rivian Automotive (NASDAQ:RIVN) is likely to report quarterly loss at $6.11 per share on revenue of $970.00 thousand.</p>\n<p>• Inotiv (NASDAQ:NOTV) is expected to report quarterly loss at $0.13 per share on revenue of $27.30 million.</p>\n<p>• FedEx (NYSE:FDX) is estimated to report quarterly earnings at $4.28 per share on revenue of $22.47 billion.</p>\n<p>• cbdMD (AMEX:YCBD) is estimated to report quarterly loss at $0.04 per share on revenue of $11.25 million.</p>\n<p>• Steelcase (NYSE:SCS) is projected to report quarterly earnings at $0.09 per share on revenue of $767.62 million.</p>\n<p>• Scholastic (NASDAQ:SCHL) is expected to report earnings for its second quarter.</p>\n<p>• Good Times Restaurants (NASDAQ:GTIM) is estimated to report earnings for its fourth quarter.</p>\n<p>• Quanex Building Prods (NYSE:NX) is expected to report quarterly earnings at $0.53 per share on revenue of $278.23 million.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Scheduled For December 16, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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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\">\nEarnings Scheduled For December 16, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 17:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/21/12/24638132/earnings-scheduled-for-december-16-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Companies Reporting Before The Bell\n• Tsakos Energy Navigation (NYSE:TNP) is projected to report quarterly loss at $1.12 per share on revenue of $84.34 million.\n• Accenture (NYSE:ACN) is expected to ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/12/24638132/earnings-scheduled-for-december-16-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.benzinga.com/news/earnings/21/12/24638132/earnings-scheduled-for-december-16-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172103402","content_text":"Companies Reporting Before The Bell\n• Tsakos Energy Navigation (NYSE:TNP) is projected to report quarterly loss at $1.12 per share on revenue of $84.34 million.\n• Accenture (NYSE:ACN) is expected to report quarterly earnings at $2.36 per share on revenue of $12.61 billion.\n• Navios Maritime Holdings (NYSE:NM) is estimated to report earnings for its third quarter.\n• Jabil (NYSE:JBL) is projected to report quarterly earnings at $1.80 per share on revenue of $8.29 billion.\n• Adobe (NASDAQ:ADBE) is likely to report quarterly earnings at $3.20 per share on revenue of $4.09 billion.\n• Arqit Quantum (NASDAQ:ARQQ) is estimated to report earnings for its fourth quarter.\n• Worthington Industries (NYSE:WOR) is projected to report quarterly earnings at $1.72 per share on revenue of $1.25 billion.\nCompanies Reporting After The Bell\n• Expensify (NASDAQ:EXFY) is projected to report quarterly earnings at $0.42 per share on revenue of $37.42 million.\n• Rivian Automotive (NASDAQ:RIVN) is likely to report quarterly loss at $6.11 per share on revenue of $970.00 thousand.\n• Inotiv (NASDAQ:NOTV) is expected to report quarterly loss at $0.13 per share on revenue of $27.30 million.\n• FedEx (NYSE:FDX) is estimated to report quarterly earnings at $4.28 per share on revenue of $22.47 billion.\n• cbdMD (AMEX:YCBD) is estimated to report quarterly loss at $0.04 per share on revenue of $11.25 million.\n• Steelcase (NYSE:SCS) is projected to report quarterly earnings at $0.09 per share on revenue of $767.62 million.\n• Scholastic (NASDAQ:SCHL) is expected to report earnings for its second quarter.\n• Good Times Restaurants (NASDAQ:GTIM) is estimated to report earnings for its fourth quarter.\n• Quanex Building Prods (NYSE:NX) is expected to report quarterly earnings at $0.53 per share on revenue of $278.23 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607304844,"gmtCreate":1639484951820,"gmtModify":1639484952363,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"$Apple(AAPL)$ $200 otw!&nbsp;","listText":"$Apple(AAPL)$ $200 otw!&nbsp;","text":"$Apple(AAPL)$ $200 otw!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/607304844","isVote":1,"tweetType":1,"viewCount":2753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602214091,"gmtCreate":1639025484410,"gmtModify":1639025484928,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"To the moon 🌙&nbsp;","listText":"To the moon 🌙&nbsp;","text":"To the moon 🌙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602214091","repostId":"2189695656","repostType":2,"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601329329,"gmtCreate":1638493178668,"gmtModify":1638493178915,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"When the going gets tough, the tough gets going!&nbsp;","listText":"When the going gets tough, the tough gets going!&nbsp;","text":"When the going gets tough, the tough gets going!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601329329","repostId":"2188510525","repostType":4,"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879742429,"gmtCreate":1636780088329,"gmtModify":1636780088590,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Long term for Palantir&nbsp;","listText":"Long term for Palantir&nbsp;","text":"Long term for Palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879742429","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854419633,"gmtCreate":1635472945535,"gmtModify":1635472946509,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Bullish on this one. Are you?","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Bullish on this one. Are you?","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$Bullish on this one. Are you?","images":[{"img":"https://static.tigerbbs.com/f690d29eda640b8631a3e411eda1162c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854419633","isVote":1,"tweetType":1,"viewCount":2096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854410018,"gmtCreate":1635472849739,"gmtModify":1635473989977,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Last year end was a blast for tech stocks. Will this year be the same?","listText":"Last year end was a blast for tech stocks. Will this year be the same?","text":"Last year end was a blast for tech stocks. Will this year be the same?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854410018","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855271094,"gmtCreate":1635380390830,"gmtModify":1635388865594,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Adding Microsoft&nbsp;","listText":"Adding Microsoft&nbsp;","text":"Adding Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855271094","repostId":"2178237269","repostType":4,"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852406754,"gmtCreate":1635294505724,"gmtModify":1635294506598,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Expecting no less.&nbsp;","listText":"Expecting no less.&nbsp;","text":"Expecting no less.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/852406754","repostId":"1198138567","repostType":4,"repost":{"id":"1198138567","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635289060,"share":"https://www.laohu8.com/m/news/1198138567?lang=&edition=full","pubTime":"2021-10-27 06:57","market":"us","language":"en","title":"Microsoft beats revenue expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1198138567","media":"Tiger Newspress","summary":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.Earnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.Revenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.Net income","content":"<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p>\n<p>Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p>\n<p>On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p>\n<p>Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p>\n<p>Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p>\n<p>Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p>\n<p>Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p>\n<p>Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p>\n<p>The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p>\n<p>Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p>\n<p>Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p>\n<p>But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p>\n<p>Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p>\n<p>Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p>\n<p>Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</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 beats revenue expectations</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 beats revenue expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-27 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p>\n<p>Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p>\n<p>On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p>\n<p>Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p>\n<p>Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p>\n<p>Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p>\n<p>Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p>\n<p>Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p>\n<p>The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p>\n<p>Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p>\n<p>Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p>\n<p>But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p>\n<p>Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p>\n<p>Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p>\n<p>Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</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":"1198138567","content_text":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.\n\nHere’s how the company did:\n\nEarnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.\nRevenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.\n\nOverall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.\nNet income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.\nOn an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.\nMicrosoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.\nRevenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.\nAzure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.\nMicrosoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.\nRevenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.\nThe supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.\nAmy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.\nMicrosoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.\nBut Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.\nHood told Reuters the company expects Xbox demand to continue to exceed supply.\nMicrosoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.\nHood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858711368,"gmtCreate":1635122012561,"gmtModify":1635122013442,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Exciting week! 🚀&nbsp;","listText":"Exciting week! 🚀&nbsp;","text":"Exciting week! 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858711368","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853328633,"gmtCreate":1634775199455,"gmtModify":1634775200354,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Who will&nbsp;bear the cost of rapid&nbsp;test?","listText":"Who will&nbsp;bear the cost of rapid&nbsp;test?","text":"Who will bear the cost of rapid test?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853328633","repostId":"2177434383","repostType":4,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859823799,"gmtCreate":1634688250970,"gmtModify":1634688251828,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Please show us great earnings!","listText":"Please show us great earnings!","text":"Please show us great earnings!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859823799","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850263568,"gmtCreate":1634602722113,"gmtModify":1634602722978,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Shopping season!","listText":"Shopping season!","text":"Shopping season!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850263568","repostId":"2176240541","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827479895,"gmtCreate":1634520059647,"gmtModify":1634520060544,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Success!","listText":"Success!","text":"Success!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827479895","repostId":"1196086646","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827195708,"gmtCreate":1634431056858,"gmtModify":1634431057632,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Go amazon!!","listText":"Go amazon!!","text":"Go amazon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827195708","repostId":"1180900172","repostType":4,"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822730202,"gmtCreate":1634170303440,"gmtModify":1634170303672,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"More room for growth!","listText":"More room for growth!","text":"More room for growth!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822730202","repostId":"2175164396","repostType":4,"repost":{"id":"2175164396","kind":"news","pubTimestamp":1634166327,"share":"https://www.laohu8.com/m/news/2175164396?lang=&edition=full","pubTime":"2021-10-14 07:05","market":"us","language":"en","title":"S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164396","media":"The Straits Times","summary":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shar","content":"<div>\n<p>NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag</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\">\nS&P 500, Nasdaq rise with growth stocks; JPMorgan a drag\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100","SH":"标普500反向ETF","SPY":"标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","JPM":"摩根大通",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares"},"source_url":"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175164396","content_text":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank shares and weighed on the market.\nThe S&P 500 briefly added to gains following the release of minutes from the September Federal Reserve policy meeting.\nUS central bankers signalled they could start reducing crisis-era support for the economy in mid-November, though they remained divided over how much of a threat high inflation poses and how soon they may need to raise interest rates, the minutes showed.\nEarlier, a Labour Department report showed consumer prices increased solidly in September, further strengthening the case for a Fed interest-rate hike.\nShares of JPMorgan Chase & Co fell 2.6% even though JPMorgan's third-quarter earnings beat expectations, helped by global dealmaking boom and release of more loan loss reserves.\nThe stock declined along with the other bank shares and was among the biggest drags on the S&P 500 and Dow, which ended flat.\nThe S&P 500 bank index was down 1.3%, with longer-dated Treasury yields down on the day. The day's corporate results kicked off third-quarter earnings for S&P 500 companies.\n\"My hope is that as we work our way through earnings season, that the forward-looking guidance will be good enough that we'll close the year higher. But right now the market is in a show-me phase,\" said Jim Awad, senior managing director at Clearstead Advisors LLC in New York.\nMega-caps growth names including Amazon.com Inc, Google-parent Alphabet and Microsoft Corp all rose.\nThe Dow Jones Industrial Average fell 0.53 points to 34,377.81, the S&P 500 gained 13.15 points, or 0.30%, to 4,363.8 and the Nasdaq Composite added 105.71 points, or 0.73%, to 14,571.64.\nBlackRock Inc gained 3.8% after the world's largest money manager beat quarterly profit estimates as an improving economy helped boost its assets under management, driving up fee income.\nAlso in earnings, Delta Air Lines fell 5.8% after the company reported its first quarterly profit without federal aid since the coronavirus pandemic, but warned of a pre-tax loss for the fourth quarter due to a sharp rise in fuel prices.\nAnalysts expect corporate America to report strong profit growth in the third quarter but investor worries have been mounting over how supply chain problems, labour shortages and higher energy prices might affect businesses emerging from the pandemic.\nBank of America, Citigroup, Wells Fargo and Morgan Stanley will report results on Thursday, while Goldman Sachs is due to report on Friday.\nAmong other movers, Apple Inc dipped 0.4% after a report said the iPhone marker was planning to cut production of its iPhone 13.0 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.39-to-1 ratio favored advancers.\nThe S&P 500 posted 8 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 47 new highs and 56 new lows.\nVolume on U.S. exchanges was 9.31 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822392112,"gmtCreate":1634089569918,"gmtModify":1634089590448,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Waiting for the news release&nbsp;","listText":"Waiting for the news release&nbsp;","text":"Waiting for the news release","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822392112","repostId":"2175132100","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828733822,"gmtCreate":1633943731665,"gmtModify":1633943731952,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Still strong fundamentally. Bullish on this one.&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Still strong fundamentally. Bullish on this one.&nbsp;","text":"$Alibaba(BABA)$Still strong fundamentally. Bullish on this one.","images":[{"img":"https://static.tigerbbs.com/b38fe472057a0dbe2f82dea4373ebc7a","width":"1080","height":"3759"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828733822","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":828025652,"gmtCreate":1633825840657,"gmtModify":1633825840880,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Which has the next 10X&nbsp;potential?","listText":"Which has the next 10X&nbsp;potential?","text":"Which has the next 10X potential?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/828025652","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859823799,"gmtCreate":1634688250970,"gmtModify":1634688251828,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Please show us great earnings!","listText":"Please show us great earnings!","text":"Please show us great earnings!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859823799","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812844223,"gmtCreate":1630577170962,"gmtModify":1631890452268,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Hoping this will make a comeback!&nbsp;","listText":"Hoping this will make a comeback!&nbsp;","text":"Hoping this will make a comeback!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812844223","repostId":"1159580926","repostType":4,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":827195708,"gmtCreate":1634431056858,"gmtModify":1634431057632,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Go amazon!!","listText":"Go amazon!!","text":"Go amazon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827195708","repostId":"1180900172","repostType":4,"repost":{"id":"1180900172","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634309275,"share":"https://www.laohu8.com/m/news/1180900172?lang=&edition=full","pubTime":"2021-10-15 22:47","market":"us","language":"en","title":"Amazon stock rose 1.5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1180900172","media":"Tiger Newspress","summary":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection f","content":"<p>Amazon stock rose 1.5% in morning trading&nbsp;after&nbsp;challenging record $865 million EU data-protection fine.</p>\n<p><img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p>\n<p>The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p>\n<p>The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped&nbsp;the U.S. tech giant with the fine in July.</p>\n<p>The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. &nbsp;The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p>\n<p>The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p>\n<p>Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p>\n<p>Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p>\n<p>The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p>\n<p>EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p>\n<p>The privacy probe adds to intense&nbsp;antitrust scrutiny&nbsp;of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</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>Amazon stock rose 1.5% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon stock rose 1.5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-15 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon stock rose 1.5% in morning trading&nbsp;after&nbsp;challenging record $865 million EU data-protection fine.</p>\n<p><img src=\"https://static.tigerbbs.com/3a033875d6b1950d9ce2adfbd5b39d06\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Amazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.</p>\n<p>The appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.</p>\n<p>The challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped&nbsp;the U.S. tech giant with the fine in July.</p>\n<p>The regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data. &nbsp;The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.</p>\n<p>The world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.</p>\n<p>Amazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”</p>\n<p>Amazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.</p>\n<p>The company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.</p>\n<p>EU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.</p>\n<p>The privacy probe adds to intense&nbsp;antitrust scrutiny&nbsp;of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180900172","content_text":"Amazon stock rose 1.5% in morning trading after challenging record $865 million EU data-protection fine.\n\nAmazon.com Inc. appealed a record 746 million-euro ($865 million) penalty for allegedly violating the European Union’s tough data-protection rules.\nThe appeal was filed at the Luxembourg Administrative Tribunal on Friday, according to Luxembourg court spokesman Henri Eippers.\nThe challenge comes after CNPD, Luxembourg’s data protection regulator, where Amazon has its EU base,slapped the U.S. tech giant with the fine in July.\nThe regulator ruled that Amazon violated the bloc’s General Data Protection Regulation, or GDPR, through its processing of users’ personal data.  The decision was triggered by a 2018 complaint from French privacy rights group La Quadrature du Net.\nThe world’s biggest online retailer has drawn scrutiny in recent years for the vast trove of data it has amassed on a range of customers and partners, including independent merchants who sell on its retail marketplace, users of its Alexa digital assistant, and shoppers whose browsing and purchase history inform what Amazon shows them on its website.\nAmazon declined to comment on the appeal, but referred to a previous statement in July that “there has been no data breach, and no customer data has been exposed to any third party.”\nAmazon previously said it “strongly” disagreed with the Luxembourg authority’s findings.\nThe company says it collects data to improve the customer experience, and sets guidelines governing what employees can do with it. Some lawmakers and regulators have raised concerns that the company has used what it knows to give itself an unfair advantage in the marketplace.\nEU data protection regulators’ powers have increased significantly since the bloc’s GDPR rules took effect in May 2018. The law allows watchdogs to levy fines of as much as 4% of a company’s annual global sales.\nThe privacy probe adds to intense antitrust scrutiny of Amazon’s business in Europe. Amazon is being probed by the EU over its use of data from sellers on its platform and whether it unfairly favors its own products. Germany has multiple probes into Amazon’s sales. The U.K. is also examining similar issues to the EU.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821611754,"gmtCreate":1633739391507,"gmtModify":1633739392403,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Will it be more bulls or bears?","listText":"Will it be more bulls or bears?","text":"Will it be more bulls or bears?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821611754","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<blockquote>\n <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>\n</blockquote>\n<p>Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p>\n<p>But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p>\n<p><b>1. Sentiment has gotten bearish enough</b></p>\n<p>I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p>\n<p>It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p>\n<p>Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p>\n<p><b>2. Seasonality is in our favor</b></p>\n<p>The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p>\n<p><b>3. COVID is rolling over</b></p>\n<p>It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p>\n<p><b>4. A correction may have already happened</b></p>\n<p>Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&amp;P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p>\n<p>In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p>\n<p><b>5. There’s been strong household formation</b></p>\n<p>Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p>\n<p>What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p>\n<p>The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p>\n<p><b>6. The consumer is scared, locked and loaded</b></p>\n<p>There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p>\n<p>The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p>\n<p>Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p>\n<p>At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p>\n<p>Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p>\n<p>“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p>\n<p><b>S</b><b><b>tocks</b></b><b>&nbsp;to buy</b></p>\n<p>Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p>\n<p>Morningstar cites Bath &amp; Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p>\n<p>As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p>\n<p>Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p>\n<p>The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p>\n<p>Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p>\n<p>Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation&nbsp;goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p>\n<p>While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p>\n<p>“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p>\n<p>Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p>\n<p>Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p>","source":"lsy1603348471595","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>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor</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\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t...</p>\n\n<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822392112,"gmtCreate":1634089569918,"gmtModify":1634089590448,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Waiting for the news release&nbsp;","listText":"Waiting for the news release&nbsp;","text":"Waiting for the news release","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822392112","repostId":"2175132100","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607304844,"gmtCreate":1639484951820,"gmtModify":1639484952363,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"$Apple(AAPL)$ $200 otw!&nbsp;","listText":"$Apple(AAPL)$ $200 otw!&nbsp;","text":"$Apple(AAPL)$ $200 otw!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/607304844","isVote":1,"tweetType":1,"viewCount":2753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854410018,"gmtCreate":1635472849739,"gmtModify":1635473989977,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Last year end was a blast for tech stocks. Will this year be the same?","listText":"Last year end was a blast for tech stocks. Will this year be the same?","text":"Last year end was a blast for tech stocks. Will this year be the same?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854410018","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852406754,"gmtCreate":1635294505724,"gmtModify":1635294506598,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Expecting no less.&nbsp;","listText":"Expecting no less.&nbsp;","text":"Expecting no less.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/852406754","repostId":"1198138567","repostType":4,"repost":{"id":"1198138567","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635289060,"share":"https://www.laohu8.com/m/news/1198138567?lang=&edition=full","pubTime":"2021-10-27 06:57","market":"us","language":"en","title":"Microsoft beats revenue expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1198138567","media":"Tiger Newspress","summary":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.Earnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.Revenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.Net income","content":"<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p>\n<p>Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p>\n<p>On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p>\n<p>Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p>\n<p>Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p>\n<p>Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p>\n<p>Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p>\n<p>Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p>\n<p>The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p>\n<p>Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p>\n<p>Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p>\n<p>But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p>\n<p>Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p>\n<p>Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p>\n<p>Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</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 beats revenue expectations</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 beats revenue expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-27 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p>\n<p>Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p>\n<p>On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p>\n<p>Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p>\n<p>Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p>\n<p>Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p>\n<p>Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p>\n<p>Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p>\n<p>The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p>\n<p>Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p>\n<p>Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p>\n<p>But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p>\n<p>Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p>\n<p>Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p>\n<p>Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</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":"1198138567","content_text":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.\n\nHere’s how the company did:\n\nEarnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.\nRevenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.\n\nOverall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.\nNet income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.\nOn an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.\nMicrosoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.\nRevenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.\nAzure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.\nMicrosoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.\nRevenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.\nThe supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.\nAmy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.\nMicrosoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.\nBut Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.\nHood told Reuters the company expects Xbox demand to continue to exceed supply.\nMicrosoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.\nHood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823463409,"gmtCreate":1633655119336,"gmtModify":1633655120213,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Sweet news.&nbsp;","listText":"Sweet news.&nbsp;","text":"Sweet news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823463409","repostId":"2173942966","repostType":4,"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602214091,"gmtCreate":1639025484410,"gmtModify":1639025484928,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"To the moon 🌙&nbsp;","listText":"To the moon 🌙&nbsp;","text":"To the moon 🌙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602214091","repostId":"2189695656","repostType":2,"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823463056,"gmtCreate":1633655096971,"gmtModify":1633655097812,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823463056","repostId":"1163018074","repostType":4,"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823026112,"gmtCreate":1633566466294,"gmtModify":1633566467110,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"How much higher can it go?","listText":"How much higher can it go?","text":"How much higher can it go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823026112","repostId":"2173948202","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879742429,"gmtCreate":1636780088329,"gmtModify":1636780088590,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Long term for Palantir&nbsp;","listText":"Long term for Palantir&nbsp;","text":"Long term for Palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879742429","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827479895,"gmtCreate":1634520059647,"gmtModify":1634520060544,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Success!","listText":"Success!","text":"Success!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827479895","repostId":"1196086646","repostType":4,"repost":{"id":"1196086646","kind":"news","pubTimestamp":1634519022,"share":"https://www.laohu8.com/m/news/1196086646?lang=&edition=full","pubTime":"2021-10-18 09:03","market":"us","language":"en","title":"TSLA Stock: What Really Matters About the Full Self-Driving Rollout","url":"https://stock-news.laohu8.com/highlight/detail?id=1196086646","media":"InvestorPlace","summary":"It doesn’t matter to TSLA stock investors that FSD doesn’t work","content":"<p><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) is reportedly expanding access to its Full Self-Driving Beta 10.2 software. Many TSLA stock investors are hoping autonomy will eventually be a big business for Tesla.</p>\n<p>The controversial FSD software has generated plenty of criticism on social media. After reading some of the comments and watching some videos, the problem is clear. FSD isn’t full self-driving. Fortunately for TSLA stock investors, FSD doesn’t need to be perfect for the stock price to continue to rise. Here’s a look at what about FSD is important for TSLA stock and what is not.</p>\n<p><b>Not Important For TSLA Stock: FSD Doesn’t Work</b></p>\n<p>FSD is a Level 2 autonomous driver assistance system. In 2019, Tesla CEO Elon Musk promised a million&nbsp;Tesla robotaxis&nbsp;on the roads by the end of 2020.&nbsp; Unfortunately, more than two years later, FSD is still just&nbsp;Level 2&nbsp;(out of five levels) of autonomy.</p>\n<p>Here’s how the Society of Automotive Engineers defines&nbsp;Level 2&nbsp;autonomous vehicles.</p>\n<blockquote>\n Vehicle has combined automated functions, like acceleration and steering, but the driver must remain engaged with the driving task and monitor the environment at all times.\n</blockquote>\n<p>The good news is that FSD doesn’t need to be self-driving. As I have repeatedly said, TSLA stock is a story stock. Numbers, data and facts don’t make much difference to Tesla investors or customers, two groups that have significant overlap.</p>\n<p>When Tesla customers pay $10,000 for FSD, they aren’t expecting a driverless vehicle. They are expecting to be able to tell their friends that they have FSD. They are expecting to be able to post videos of them playing around with the car on social media. It’s not about getting what they paid for. It’s about the story, and that story has true value to them.</p>\n<p><b>Viral FSD Videos</b></p>\n<p>There are plenty of video clips online demonstrating just how bad FSD actually is. Vice&nbsp;recently highlighted&nbsp;one viral video of a FSD Tesla swerving unexpectedly toward pedestrians in a crosswalk. The article also includes an in-depth summary of why most FSD testers protect Tesla by not posting similar videos.</p>\n<p>Since the Vice article, a new viral video has surfaced suggesting FSD is still struggling with very basic tasks.</p>\n<p><i>Los Angeles Times</i>&nbsp;journalist Russ Mitchell tweeted&nbsp;in response&nbsp;to the video in question. The video shows a FSD Tesla nearly slamming into a road closed sign at a high speed.</p>\n<p>“As Tesla tests driverless cars on public roads, its basic automatic emergency braking system appears to be not working at all,” Mitchell said.</p>\n<p><b>Also Not Important: If Regulators Ban FSD</b></p>\n<p>But remember, it doesn’t matter that FSD doesn’t work. It doesn’t matter that only a handful of Tesla drivers that paid for FSD actually have access to it. It definitely doesn’t matter if regulators ban it, which is a distinct possibility.</p>\n<p>In fact, a ban would give Musk a convenient excuse for denying Tesla customers access to features they have been paying for&nbsp;since 2016.&nbsp; I wouldn’t be surprised if Musk is secretly hoping for a regulatory ban, which would give Tesla much-needed time to improve FSD. After all, Tesla’s driver assistance systems are currently&nbsp;under investigation&nbsp;by both the National Transportation Safety Board and National Highway Traffic Safety Administration to determine if they played a role in a number of crashes, some of which have been fatal.</p>\n<p>Finally, it doesn’t matter if someone is eventually killed by a FSD Tesla if Tesla is able to successfully blame the death on the vehicle’s driver. Tesla has been very careful to warn FSD testers that they are ultimately the ones responsible for their FSD software. Tesla&nbsp;has said&nbsp;FSD “may do the wrong thing at the worst time.”&nbsp; If an innocent pedestrian is killed in a crosswalk, Tesla has made clear that will be the driver’s fault, not Tesla’s.</p>\n<p><b>What Does Matter For TSLA Stock: Tesla’s Reputation</b></p>\n<p>As far as I can tell, there’s only one thing about FSD that matters for TSLA stock investors. The stock could take a big hit if one or more people are killed by FSD vehicles and the videos go viral enough to tarnish Tesla’s reputation. Tesla’s reputation is why it has a $785 billion market cap. Nothing about Tesla’s actual business justifies&nbsp;that valuation.</p>\n<p>Musk is a genius at controlling the online narrative surrounding Tesla. As long as Tesla customers and investors are willing to keep accepting his excuses, the stock will continue to rise. If FSD is finally the straw that breaks the back of Tesla’s reputation, the stock could have tremendous downside.</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>TSLA Stock: What Really Matters About the Full Self-Driving Rollout</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\">\nTSLA Stock: What Really Matters About the Full Self-Driving Rollout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/10/tsla-stock-what-really-matters-about-the-full-self-driving-rollout/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(NASDAQ:TSLA) is reportedly expanding access to its Full Self-Driving Beta 10.2 software. Many TSLA stock investors are hoping autonomy will eventually be a big business for Tesla.\nThe ...</p>\n\n<a href=\"https://investorplace.com/2021/10/tsla-stock-what-really-matters-about-the-full-self-driving-rollout/\">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://investorplace.com/2021/10/tsla-stock-what-really-matters-about-the-full-self-driving-rollout/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196086646","content_text":"Tesla(NASDAQ:TSLA) is reportedly expanding access to its Full Self-Driving Beta 10.2 software. Many TSLA stock investors are hoping autonomy will eventually be a big business for Tesla.\nThe controversial FSD software has generated plenty of criticism on social media. After reading some of the comments and watching some videos, the problem is clear. FSD isn’t full self-driving. Fortunately for TSLA stock investors, FSD doesn’t need to be perfect for the stock price to continue to rise. Here’s a look at what about FSD is important for TSLA stock and what is not.\nNot Important For TSLA Stock: FSD Doesn’t Work\nFSD is a Level 2 autonomous driver assistance system. In 2019, Tesla CEO Elon Musk promised a million Tesla robotaxis on the roads by the end of 2020.  Unfortunately, more than two years later, FSD is still just Level 2 (out of five levels) of autonomy.\nHere’s how the Society of Automotive Engineers defines Level 2 autonomous vehicles.\n\n Vehicle has combined automated functions, like acceleration and steering, but the driver must remain engaged with the driving task and monitor the environment at all times.\n\nThe good news is that FSD doesn’t need to be self-driving. As I have repeatedly said, TSLA stock is a story stock. Numbers, data and facts don’t make much difference to Tesla investors or customers, two groups that have significant overlap.\nWhen Tesla customers pay $10,000 for FSD, they aren’t expecting a driverless vehicle. They are expecting to be able to tell their friends that they have FSD. They are expecting to be able to post videos of them playing around with the car on social media. It’s not about getting what they paid for. It’s about the story, and that story has true value to them.\nViral FSD Videos\nThere are plenty of video clips online demonstrating just how bad FSD actually is. Vice recently highlighted one viral video of a FSD Tesla swerving unexpectedly toward pedestrians in a crosswalk. The article also includes an in-depth summary of why most FSD testers protect Tesla by not posting similar videos.\nSince the Vice article, a new viral video has surfaced suggesting FSD is still struggling with very basic tasks.\nLos Angeles Times journalist Russ Mitchell tweeted in response to the video in question. The video shows a FSD Tesla nearly slamming into a road closed sign at a high speed.\n“As Tesla tests driverless cars on public roads, its basic automatic emergency braking system appears to be not working at all,” Mitchell said.\nAlso Not Important: If Regulators Ban FSD\nBut remember, it doesn’t matter that FSD doesn’t work. It doesn’t matter that only a handful of Tesla drivers that paid for FSD actually have access to it. It definitely doesn’t matter if regulators ban it, which is a distinct possibility.\nIn fact, a ban would give Musk a convenient excuse for denying Tesla customers access to features they have been paying for since 2016.  I wouldn’t be surprised if Musk is secretly hoping for a regulatory ban, which would give Tesla much-needed time to improve FSD. After all, Tesla’s driver assistance systems are currently under investigation by both the National Transportation Safety Board and National Highway Traffic Safety Administration to determine if they played a role in a number of crashes, some of which have been fatal.\nFinally, it doesn’t matter if someone is eventually killed by a FSD Tesla if Tesla is able to successfully blame the death on the vehicle’s driver. Tesla has been very careful to warn FSD testers that they are ultimately the ones responsible for their FSD software. Tesla has said FSD “may do the wrong thing at the worst time.”  If an innocent pedestrian is killed in a crosswalk, Tesla has made clear that will be the driver’s fault, not Tesla’s.\nWhat Does Matter For TSLA Stock: Tesla’s Reputation\nAs far as I can tell, there’s only one thing about FSD that matters for TSLA stock investors. The stock could take a big hit if one or more people are killed by FSD vehicles and the videos go viral enough to tarnish Tesla’s reputation. Tesla’s reputation is why it has a $785 billion market cap. Nothing about Tesla’s actual business justifies that valuation.\nMusk is a genius at controlling the online narrative surrounding Tesla. As long as Tesla customers and investors are willing to keep accepting his excuses, the stock will continue to rise. If FSD is finally the straw that breaks the back of Tesla’s reputation, the stock could have tremendous downside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822730202,"gmtCreate":1634170303440,"gmtModify":1634170303672,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"More room for growth!","listText":"More room for growth!","text":"More room for growth!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822730202","repostId":"2175164396","repostType":4,"repost":{"id":"2175164396","kind":"news","pubTimestamp":1634166327,"share":"https://www.laohu8.com/m/news/2175164396?lang=&edition=full","pubTime":"2021-10-14 07:05","market":"us","language":"en","title":"S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164396","media":"The Straits Times","summary":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shar","content":"<div>\n<p>NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag</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\">\nS&P 500, Nasdaq rise with growth stocks; JPMorgan a drag\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100","SH":"标普500反向ETF","SPY":"标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","JPM":"摩根大通",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares"},"source_url":"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175164396","content_text":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank shares and weighed on the market.\nThe S&P 500 briefly added to gains following the release of minutes from the September Federal Reserve policy meeting.\nUS central bankers signalled they could start reducing crisis-era support for the economy in mid-November, though they remained divided over how much of a threat high inflation poses and how soon they may need to raise interest rates, the minutes showed.\nEarlier, a Labour Department report showed consumer prices increased solidly in September, further strengthening the case for a Fed interest-rate hike.\nShares of JPMorgan Chase & Co fell 2.6% even though JPMorgan's third-quarter earnings beat expectations, helped by global dealmaking boom and release of more loan loss reserves.\nThe stock declined along with the other bank shares and was among the biggest drags on the S&P 500 and Dow, which ended flat.\nThe S&P 500 bank index was down 1.3%, with longer-dated Treasury yields down on the day. The day's corporate results kicked off third-quarter earnings for S&P 500 companies.\n\"My hope is that as we work our way through earnings season, that the forward-looking guidance will be good enough that we'll close the year higher. But right now the market is in a show-me phase,\" said Jim Awad, senior managing director at Clearstead Advisors LLC in New York.\nMega-caps growth names including Amazon.com Inc, Google-parent Alphabet and Microsoft Corp all rose.\nThe Dow Jones Industrial Average fell 0.53 points to 34,377.81, the S&P 500 gained 13.15 points, or 0.30%, to 4,363.8 and the Nasdaq Composite added 105.71 points, or 0.73%, to 14,571.64.\nBlackRock Inc gained 3.8% after the world's largest money manager beat quarterly profit estimates as an improving economy helped boost its assets under management, driving up fee income.\nAlso in earnings, Delta Air Lines fell 5.8% after the company reported its first quarterly profit without federal aid since the coronavirus pandemic, but warned of a pre-tax loss for the fourth quarter due to a sharp rise in fuel prices.\nAnalysts expect corporate America to report strong profit growth in the third quarter but investor worries have been mounting over how supply chain problems, labour shortages and higher energy prices might affect businesses emerging from the pandemic.\nBank of America, Citigroup, Wells Fargo and Morgan Stanley will report results on Thursday, while Goldman Sachs is due to report on Friday.\nAmong other movers, Apple Inc dipped 0.4% after a report said the iPhone marker was planning to cut production of its iPhone 13.0 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.39-to-1 ratio favored advancers.\nThe S&P 500 posted 8 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 47 new highs and 56 new lows.\nVolume on U.S. exchanges was 9.31 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823023228,"gmtCreate":1633566329003,"gmtModify":1633566329849,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823023228","repostId":"2173948202","repostType":4,"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691591884,"gmtCreate":1640218174531,"gmtModify":1640218175106,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691591884","repostId":"2193211354","repostType":4,"isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699876835,"gmtCreate":1639786608754,"gmtModify":1639786609353,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699876835","repostId":"2192973737","repostType":4,"isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601329329,"gmtCreate":1638493178668,"gmtModify":1638493178915,"author":{"id":"3569554330947500","authorId":"3569554330947500","name":"GraceChan","avatar":"https://static.tigerbbs.com/81c02019bb8fa5f8e43df505dfbe5c64","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569554330947500","authorIdStr":"3569554330947500"},"themes":[],"htmlText":"When the going gets tough, the tough gets going!&nbsp;","listText":"When the going gets tough, the tough gets going!&nbsp;","text":"When the going gets tough, the tough gets going!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601329329","repostId":"2188510525","repostType":4,"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}