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potatochip

potatochip

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2021-11-04

Cute

@小虎活动:[Halloween Game] Trade or Treat!

2021-09-09

Both also good companies[Victory]

Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock

2021-08-27

Go Cathie! [Bless] [Victory]

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2021-08-27

[Miser] [Miser]

Apple CEO Tim Cook Gets $750M In Shares From iPhone Maker And Cashes Them Out Almost Immediately

2021-08-27

[Surprised]

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2021-08-16

Good company good products

Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.

2021-08-16

Great

Watch For These New Product Launches From Apple This Fall: Mark Gurman

2021-08-04

Nice run

What Is Fueling The AMD Rally?

2021-07-31

It would be an incredible merger if it happens

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2021-07-29

Nice [Strong]

Mastercard Q2 Adj. EPS $1.95 Beats $1.72 Estimate, Sales $4.50B Beat $4.34B Estimate

2021-07-26

[Cool]

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2021-07-23

[Drowsy] //@CL777:Not again

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2021-07-17

Wow

Apple Stock: Next Stop, $175?

2021-07-15

Netflix and game [Observation]

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2021-07-14

Not only overbought, it’s “extremely overbought” [Observation]

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2021-07-14

High to enter now

Cramer: The News About Apple Is All Wrong

2021-07-11

[Strong]

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2021-07-11

Choices to make when wear and tear sets in

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2021-07-06

Interesting read

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2021-07-01

Good read

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Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889575462,"gmtCreate":1631164030256,"gmtModify":1631890264834,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Both also good companies[Victory]&nbsp;","listText":"Both also good companies[Victory]&nbsp;","text":"Both also good companies[Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/889575462","repostId":"1127517147","repostType":4,"repost":{"id":"1127517147","kind":"news","pubTimestamp":1631158589,"share":"https://www.laohu8.com/m/news/1127517147?lang=&edition=full","pubTime":"2021-09-09 11:36","market":"us","language":"en","title":"Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1127517147","media":"Seeking Alpha","summary":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure ser","content":"<p><b>Summary</b></p>\n<ul>\n <li>Microsoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.</li>\n <li>Although the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.</li>\n <li>The global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.</li>\n <li>In this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69eeb847ac2a68d9068ee3d90ae2ec5c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Chip Somodevilla/Getty Images News</span></p>\n<p><b>Introduction</b></p>\n<p>Microsoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60b929cfb3eb06a50b14a942b980bd8d\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p>\n<p>In the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab77f327d4b4f980b703dd05a727a8fd\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p>\n<p>Both Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as&nbsp;Amazon's lawsuit&nbsp;for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest&nbsp;to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7fd2cfae285856cb75e5ced740ef320\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Allied Market Research</span></p>\n<p>With massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.</p>\n<p>Over the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a47beb283bcc911ba9ad25c4c2c01f91\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.</p>\n<p><b>Comparative Financial Analysis: Microsoft vs. Amazon</b></p>\n<p>I think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d675b34f8dc1b88db5722fa7be591b9f\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.</p>\n<p>After receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ed96043009b5528ed09d4e736d1833d\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>At the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f27effc87360acc99c52dadd22af3\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef388b2cab13ed222ddf2ba53ad6067f\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>While Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:</p>\n<ol>\n <li>Amazon Web Services -&nbsp;Amazon: Here's What You Should Be Monitoring</li>\n <li>Digital Ads -&nbsp;Amazon: The 'Other' Segment May Be Worth More Than AWS</li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18e9ff96d611913db9e45fbff0cc34ab\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>Although Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68cf436c611eb187de68bf8802e73021\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.</p>\n<p>Evaluating the Fair Value And Expected Return of Microsoft And Amazon</p>\n<p>To find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li><p>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p></li>\n <li><p>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p></li>\n <li><p>In step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p></li>\n <li>In step 4, we account for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<table>\n <colgroup></colgroup>\n <tbody>\n  <tr>\n   <td><p>Microsoft</p></td>\n   <td><p>Amazon</p></td>\n  </tr>\n  <tr>\n   <td><p>Forward 12-month revenue [A]</p></td>\n   <td><p>$195 billion</p></td>\n   <td><p>$515 billion</p></td>\n  </tr>\n  <tr>\n   <td><p>Potential Free Cash Flow Margin [B]</p></td>\n   <td><p>35%</p></td>\n   <td><p>20%</p></td>\n  </tr>\n  <tr>\n   <td><p>Average diluted shares outstanding [C]</p></td>\n   <td><p>7.5 billion</p></td>\n   <td><p>525 million</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share [ D = (A * B) / C ]</p></td>\n   <td><p>$9.1</p></td>\n   <td><p>$196.19</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share growth rate</p></td>\n   <td><p>10%</p></td>\n   <td><p>12.5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Terminal growth rate</p></td>\n   <td><p>3%</p></td>\n   <td><p>3%</p></td>\n  </tr>\n  <tr>\n   <td><p>Years of elevated growth</p></td>\n   <td><p>10</p></td>\n   <td><p>10</p></td>\n  </tr>\n  <tr>\n   <td><p>Total years to stimulate</p></td>\n   <td><p>100</p></td>\n   <td><p>100</p></td>\n  </tr>\n  <tr>\n   <td><p>Discount Rate (Our \"Next Best Alternative\")</p></td>\n   <td><p>9.8%</p></td>\n   <td><p>9.8%</p></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Results:</b></p>\n<p>1) Microsoft:</p>\n<p><img src=\"https://static.tigerbbs.com/875546f4aabbb1e580dcc9610c18a5b9\" tg-width=\"604\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8861dcb9fc1fbcd858297426ec52eaf6\" tg-width=\"606\" tg-height=\"771\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p><b>2) Amazon:</b></p>\n<p><img src=\"https://static.tigerbbs.com/f8fb43ad416565a9768e919470e59bab\" tg-width=\"605\" tg-height=\"731\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a15de5a0494d4557b38c2290017588e9\" tg-width=\"609\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>Summary of Results:</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Current Price</b></td>\n   <td><b>Fair Value</b></td>\n   <td><b>Undervalued (-) or Overvalued (+)</b></td>\n   <td><b>2031 Share Price Target</b></td>\n   <td><b>Total Expected CAGR Return</b></td>\n   <td><b>Rating</b></td>\n  </tr>\n  <tr>\n   <td><b>Microsoft</b></td>\n   <td>$301</td>\n   <td>$295</td>\n   <td>+2.15%</td>\n   <td>$1101</td>\n   <td>14.71%</td>\n   <td><i>Modest Buy</i></td>\n  </tr>\n  <tr>\n   <td><b>Amazon</b></td>\n   <td>$3478</td>\n   <td>$6024</td>\n   <td>-42.27%</td>\n   <td>$22298</td>\n   <td>20.42%</td>\n   <td><i>Strong Buy</i></td>\n  </tr>\n </tbody>\n</table>\n<p>As you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.</p>\n<p>Key Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.</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 Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock</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 Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.\nAlthough the cloud wars are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127517147","content_text":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.\nAlthough the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.\nThe global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.\nIn this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.\n\nChip Somodevilla/Getty Images News\nIntroduction\nMicrosoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.\nSource: canalys.com\nIn the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.\nSource: canalys.com\nBoth Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as Amazon's lawsuit for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.\nSource: Allied Market Research\nWith massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.\nOver the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.\nSource: YCharts\nIn today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.\nComparative Financial Analysis: Microsoft vs. Amazon\nI think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.\nSource: YCharts\nIn essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.\nAfter receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.\nSource: YCharts\nAt the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.\nSource: YCharts\nIn terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.\nSource: YCharts\nWhile Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:\n\nAmazon Web Services - Amazon: Here's What You Should Be Monitoring\nDigital Ads - Amazon: The 'Other' Segment May Be Worth More Than AWS\n\nSource: YCharts\nAlthough Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.\nSource: YCharts\nIn summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.\nEvaluating the Fair Value And Expected Return of Microsoft And Amazon\nTo find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\nIn step 4, we account for dividends.\n\nAssumptions:\n\n\n\n\nMicrosoft\nAmazon\n\n\nForward 12-month revenue [A]\n$195 billion\n$515 billion\n\n\nPotential Free Cash Flow Margin [B]\n35%\n20%\n\n\nAverage diluted shares outstanding [C]\n7.5 billion\n525 million\n\n\nFree cash flow per share [ D = (A * B) / C ]\n$9.1\n$196.19\n\n\nFree cash flow per share growth rate\n10%\n12.5%\n\n\nTerminal growth rate\n3%\n3%\n\n\nYears of elevated growth\n10\n10\n\n\nTotal years to stimulate\n100\n100\n\n\nDiscount Rate (Our \"Next Best Alternative\")\n9.8%\n9.8%\n\n\n\nResults:\n1) Microsoft:\n\nSource: L.A. Stevens Valuation Model\n2) Amazon:\n\nSource: L.A. Stevens Valuation Model\nSummary of Results:\n\n\n\nCurrent Price\nFair Value\nUndervalued (-) or Overvalued (+)\n2031 Share Price Target\nTotal Expected CAGR Return\nRating\n\n\nMicrosoft\n$301\n$295\n+2.15%\n$1101\n14.71%\nModest Buy\n\n\nAmazon\n$3478\n$6024\n-42.27%\n$22298\n20.42%\nStrong Buy\n\n\n\nAs you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.\nKey Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819275266,"gmtCreate":1630074843555,"gmtModify":1704955616467,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Go Cathie! [Bless]&nbsp;[Victory]&nbsp;","listText":"Go Cathie! [Bless]&nbsp;[Victory]&nbsp;","text":"Go Cathie! [Bless] [Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/819275266","repostId":"1131568820","repostType":4,"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819273455,"gmtCreate":1630074673377,"gmtModify":1704955608882,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819273455","repostId":"1144443028","repostType":4,"repost":{"id":"1144443028","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1630057477,"share":"https://www.laohu8.com/m/news/1144443028?lang=&edition=full","pubTime":"2021-08-27 17:44","market":"us","language":"en","title":"Apple CEO Tim Cook Gets $750M In Shares From iPhone Maker And Cashes Them Out Almost Immediately","url":"https://stock-news.laohu8.com/highlight/detail?id=1144443028","media":"Benzinga","summary":"Apple Tim Cook received more than five million shares in the technology giant this week as part of a","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>&nbsp;<b>Tim Cook</b>&nbsp;received more than five million shares in the technology giant this week as part of a compensation package but sold most of the stock immediately for more than $750 million.</p>\n<p><b>What Happened:</b>&nbsp;Cook received 5.04 million shares on Tuesday as the final part of a compensation package that he was awarded after he took over as CEO of Apple in 2011, according to a regulatory filing from Thursday.</p>\n<p>The shares are worth $754 million, based on Apple’s closing stock price of $149.62 on Tuesday. However, Cook sold most of the shares over a period of two days for more than $750 million.</p>\n<p>Part of the Apple CEO’s compensation depended on how well Apple’s shares performed compared to other companies on the S&amp;P 500 stock index. Cook was eligible for the award as Apple’s total shareholder return&nbsp;was 191.83% over the last three years, as per the filing.</p>\n<p><b>Why It Matters</b>: Last year, Cook received a new compensation package that runs through 2026.</p>\n<p>Cook had said in 2015 that he plans to give away the vast majority of his wealth to charity. It was reported earlier this week that Cook&nbsp;donated more than $10 million&nbsp;in the iPhone maker’s stock to an undisclosed charity.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed almost 0.6% lower in Thursday’s regular trading session at $147.54, but rose less than 0.1% in the after-hours session to $147.58.</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>Apple CEO Tim Cook Gets $750M In Shares From iPhone Maker And Cashes Them Out Almost Immediately</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\">\nApple CEO Tim Cook Gets $750M In Shares From iPhone Maker And Cashes Them Out Almost Immediately\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-27 17:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>&nbsp;<b>Tim Cook</b>&nbsp;received more than five million shares in the technology giant this week as part of a compensation package but sold most of the stock immediately for more than $750 million.</p>\n<p><b>What Happened:</b>&nbsp;Cook received 5.04 million shares on Tuesday as the final part of a compensation package that he was awarded after he took over as CEO of Apple in 2011, according to a regulatory filing from Thursday.</p>\n<p>The shares are worth $754 million, based on Apple’s closing stock price of $149.62 on Tuesday. However, Cook sold most of the shares over a period of two days for more than $750 million.</p>\n<p>Part of the Apple CEO’s compensation depended on how well Apple’s shares performed compared to other companies on the S&amp;P 500 stock index. Cook was eligible for the award as Apple’s total shareholder return&nbsp;was 191.83% over the last three years, as per the filing.</p>\n<p><b>Why It Matters</b>: Last year, Cook received a new compensation package that runs through 2026.</p>\n<p>Cook had said in 2015 that he plans to give away the vast majority of his wealth to charity. It was reported earlier this week that Cook&nbsp;donated more than $10 million&nbsp;in the iPhone maker’s stock to an undisclosed charity.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed almost 0.6% lower in Thursday’s regular trading session at $147.54, but rose less than 0.1% in the after-hours session to $147.58.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144443028","content_text":"Apple Tim Cook received more than five million shares in the technology giant this week as part of a compensation package but sold most of the stock immediately for more than $750 million.\nWhat Happened: Cook received 5.04 million shares on Tuesday as the final part of a compensation package that he was awarded after he took over as CEO of Apple in 2011, according to a regulatory filing from Thursday.\nThe shares are worth $754 million, based on Apple’s closing stock price of $149.62 on Tuesday. However, Cook sold most of the shares over a period of two days for more than $750 million.\nPart of the Apple CEO’s compensation depended on how well Apple’s shares performed compared to other companies on the S&P 500 stock index. Cook was eligible for the award as Apple’s total shareholder return was 191.83% over the last three years, as per the filing.\nWhy It Matters: Last year, Cook received a new compensation package that runs through 2026.\nCook had said in 2015 that he plans to give away the vast majority of his wealth to charity. It was reported earlier this week that Cook donated more than $10 million in the iPhone maker’s stock to an undisclosed charity.\nPrice Action: Apple shares closed almost 0.6% lower in Thursday’s regular trading session at $147.54, but rose less than 0.1% in the after-hours session to $147.58.","news_type":1},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819270370,"gmtCreate":1630074590590,"gmtModify":1704955604580,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819270370","repostId":"2162199960","repostType":4,"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839388793,"gmtCreate":1629122374712,"gmtModify":1631890264847,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Good company good products","listText":"Good company good products","text":"Good company good products","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/839388793","repostId":"1111034903","repostType":4,"repost":{"id":"1111034903","kind":"news","pubTimestamp":1629099150,"share":"https://www.laohu8.com/m/news/1111034903?lang=&edition=full","pubTime":"2021-08-16 15:32","market":"us","language":"en","title":"Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111034903","media":"The Wall Street Journal","summary":"Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwi","content":"<p>Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwise, expect modest upgrades.</p>\n<p>About to buy a new iPhone?Don’t. We expect&nbsp;Apple&nbsp;to announce new models sometime next month, as it does every year. And even if you aren’t interested in the latest and greatest, the company generally drops the price of some older models along with the new crop.</p>\n<p>Apple is, of course, hush-hush on what’s to come. A company spokeswoman declined to comment on future products. But iPhone production tends to be a leaky business, and I asked analysts who monitor Apple’s sales and supply chain to weigh in on the next iPhone.</p>\n<p>First, what will it be called? The iPhone 13? It’s a likely bet, since Apple skipped the iPhone 11S and went right to the 12.</p>\n<p>Some have hypothesized Apple might steer clear of the number because of superstition, the way some skyscrapers skip a 13th floor.A survey&nbsp;of 3,000 Apple users by Sell Cell, a used-electronics vendor, found that 18% would be put off by an iPhone 13. But Apple hasn’t shied away from naming software iOS 13 or selling a 13-inch MacBook.</p>\n<p>Whether it’s iPhone 13, iPhone 12S, iPhone 2021 or even iPhone (15th generation), there will be several new models this year. Here’s what you can expect from the coming device:</p>\n<p><b>Modest Changes</b></p>\n<p>“We’re in the 5G chapter of the iPhone, which is a multiyear chapter,” said Gene Munster, a managing partner and Apple analyst with venture-capital firm Loup Ventures. “It’s going to be pretty modest over years two and three.”</p>\n<p>Last year was&nbsp;significant for the device. The iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes in&nbsp;the Mini&nbsp;and&nbsp;Pro Max. Apple typically follows a big update with a less noteworthy release. Mr. Munster said we’ll see incremental improvements: a faster processor, longer battery life and camera upgrades.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6147bbb135ac38b417c4707fb0f9b78\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Last year iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes.</span></p>\n<p><b>Camera Improvements</b></p>\n<p>“There’s a pretty healthy set of rumors about the camera, which are true,” he said. “I believe that this will be Apple’s selling point this time around.”</p>\n<p>Mr. Munster pointed to a&nbsp;Bloomberg story&nbsp;that reports the camera on the higher-end Pro and Pro Max models could support Portrait mode (where the background is artfully blurred) when shooting video, as well as a higher-quality video format. High-end&nbsp;Samsung&nbsp;Galaxy phones have been able to shoot portrait mode during video—called Video Live Focus—since 2019, with the Samsung Galaxy S10 5G.</p>\n<p><b>One More Mini</b></p>\n<p>Apple saw lackluster sales of the iPhone 12 Mini, which has a 5.4-inch screen.Counterpoint Intelligence Research Partners&nbsp;estimates that the Mini made up just 5% of total iPhone 12 sales in the quarter ending June 2021.Trendforce, a market research firm, reported that Apple halted iPhone 12 mini production.</p>\n<p>However, Mr. Munster believes that we’ll see another Mini this year. “It’s a niche, but people in that niche tend to like them,” he said. This was welcome news to me. I happen to be in that niche—though I do think the small phone’s battery life could be much better.</p>\n<p>Adam Wears, an analyst at Juniper Research, agrees. He expects Apple will phase out the Mini in subsequent years, focusing instead on its standard and premium-tier Pro and Pro Max models, while the iPhone SE, with a 4.7-inch screen, becomes the lower-priced model.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8c33d34b970f0851a8ee62ccb8497c9\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Apple CEO Tim Cook showed off the iPhone 12 Pro in October 2020.</span></p>\n<p><b>Wider 5G Availability</b></p>\n<p>Mr. Wears also anticipates the next iPhone will expand the use of&nbsp;high-frequency millimeter-wave technology&nbsp;in handsets in more countries across Asia and Europe.</p>\n<p>The iPhone 12 globally supports the more conventional sub-6-gigahertz band, but the faster millimeter-wave antenna, which can’t travel long distances and is more susceptible to obstacles such as trees, is only available in iPhone models in the U.S.</p>\n<p>Brian White, an analyst with Monness Crespi Hardt, agrees that the next iPhones will likely “further tap into this nascent global 5G ramp.”</p>\n<p><b>Shipping Delays</b></p>\n<p>Apple said it is affected by the disruption to the&nbsp;global supply of microprocessors. “We’re going to take it sort of one quarter at a time and, as you would guess, we’ll do everything we can to mitigate whatever set of circumstances we’re dealt,” Chief Executive Tim Cook told analysts during a public conference call last month.</p>\n<p>Mr. Munster said that while he expects the company to announce the phone in September with availability in October, he thinks most customers won’t receive devices until December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/881a288be0216567393e9fa6f1fc7f79\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Samsung recently announced two foldable devices: the Galaxy Z Flip3, left, and Galaxy Z Fold3.</span></p>\n<p><b>No Foldable—Yet</b></p>\n<p>“The chapter after 5G is foldable phones,” said Mr. Munster, who expects Apple to release that device in 2023. The competition in the space is heating up: Samsung recently announced two foldable devices, the&nbsp;Galaxy Z Fold3 and Galaxy Z Flip3. The former opens like a book and the latter works like an old-school flip phone, like the old Motorola Razr. The prediction that iPhones will eventually flip is reinforced by the fact that Samsung is one of Apple’s top display manufacturers.</p>\n<p>My colleague Joanna Stern found a pattern in Samsung and Apple releases. The iPhone maker typically incorporates features&nbsp;two to three years after Samsung. And if that timeline is any indication, the iPhone is soon due for an in-screen fingerprint reader and a screen with a faster 120-hertz refresh rate for smoother animations.</p>\n<p>Joanna reported that Apple has been working on in-screen fingerprint technology and has considered including Touch ID and Face ID on the same device, according to two former Apple employees. It probably won’t appear this year, however.</p>\n<p><b>What About Other Phones?</b></p>\n<p>If you’re in the market for an upgrade, there are, of course, other options to consider.</p>\n<p>Google already announced that its next Pixel 6 will run its own proprietary Google-designed chip and feature a new camera system. We’ll hear more details sometime this fall. Meanwhile, Samsung lowered the price of its recent foldables to $1,800 for the Fold ($200 less than its predecessor) and $1,000 for the smaller Flip (nearly $400 cheaper than last year’s model). And while&nbsp;the Galaxy S21is still probably the best overall Android purchase, Samsung will likely launch its next non-folding flagship Galaxy phones in early 2022.</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>Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.</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\">\nApple’s Next iPhone Is Coming Soon. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/apples-next-iphone-is-coming-soon-heres-what-to-expect-11629032400?mod=hp_lead_pos10><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwise, expect modest upgrades.\nAbout to buy a new iPhone?Don’t. We expect Apple to announce new models ...</p>\n\n<a href=\"https://www.wsj.com/articles/apples-next-iphone-is-coming-soon-heres-what-to-expect-11629032400?mod=hp_lead_pos10\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/apples-next-iphone-is-coming-soon-heres-what-to-expect-11629032400?mod=hp_lead_pos10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111034903","content_text":"Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwise, expect modest upgrades.\nAbout to buy a new iPhone?Don’t. We expect Apple to announce new models sometime next month, as it does every year. And even if you aren’t interested in the latest and greatest, the company generally drops the price of some older models along with the new crop.\nApple is, of course, hush-hush on what’s to come. A company spokeswoman declined to comment on future products. But iPhone production tends to be a leaky business, and I asked analysts who monitor Apple’s sales and supply chain to weigh in on the next iPhone.\nFirst, what will it be called? The iPhone 13? It’s a likely bet, since Apple skipped the iPhone 11S and went right to the 12.\nSome have hypothesized Apple might steer clear of the number because of superstition, the way some skyscrapers skip a 13th floor.A survey of 3,000 Apple users by Sell Cell, a used-electronics vendor, found that 18% would be put off by an iPhone 13. But Apple hasn’t shied away from naming software iOS 13 or selling a 13-inch MacBook.\nWhether it’s iPhone 13, iPhone 12S, iPhone 2021 or even iPhone (15th generation), there will be several new models this year. Here’s what you can expect from the coming device:\nModest Changes\n“We’re in the 5G chapter of the iPhone, which is a multiyear chapter,” said Gene Munster, a managing partner and Apple analyst with venture-capital firm Loup Ventures. “It’s going to be pretty modest over years two and three.”\nLast year was significant for the device. The iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes in the Mini and Pro Max. Apple typically follows a big update with a less noteworthy release. Mr. Munster said we’ll see incremental improvements: a faster processor, longer battery life and camera upgrades.\nLast year iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes.\nCamera Improvements\n“There’s a pretty healthy set of rumors about the camera, which are true,” he said. “I believe that this will be Apple’s selling point this time around.”\nMr. Munster pointed to a Bloomberg story that reports the camera on the higher-end Pro and Pro Max models could support Portrait mode (where the background is artfully blurred) when shooting video, as well as a higher-quality video format. High-end Samsung Galaxy phones have been able to shoot portrait mode during video—called Video Live Focus—since 2019, with the Samsung Galaxy S10 5G.\nOne More Mini\nApple saw lackluster sales of the iPhone 12 Mini, which has a 5.4-inch screen.Counterpoint Intelligence Research Partners estimates that the Mini made up just 5% of total iPhone 12 sales in the quarter ending June 2021.Trendforce, a market research firm, reported that Apple halted iPhone 12 mini production.\nHowever, Mr. Munster believes that we’ll see another Mini this year. “It’s a niche, but people in that niche tend to like them,” he said. This was welcome news to me. I happen to be in that niche—though I do think the small phone’s battery life could be much better.\nAdam Wears, an analyst at Juniper Research, agrees. He expects Apple will phase out the Mini in subsequent years, focusing instead on its standard and premium-tier Pro and Pro Max models, while the iPhone SE, with a 4.7-inch screen, becomes the lower-priced model.\nApple CEO Tim Cook showed off the iPhone 12 Pro in October 2020.\nWider 5G Availability\nMr. Wears also anticipates the next iPhone will expand the use of high-frequency millimeter-wave technology in handsets in more countries across Asia and Europe.\nThe iPhone 12 globally supports the more conventional sub-6-gigahertz band, but the faster millimeter-wave antenna, which can’t travel long distances and is more susceptible to obstacles such as trees, is only available in iPhone models in the U.S.\nBrian White, an analyst with Monness Crespi Hardt, agrees that the next iPhones will likely “further tap into this nascent global 5G ramp.”\nShipping Delays\nApple said it is affected by the disruption to the global supply of microprocessors. “We’re going to take it sort of one quarter at a time and, as you would guess, we’ll do everything we can to mitigate whatever set of circumstances we’re dealt,” Chief Executive Tim Cook told analysts during a public conference call last month.\nMr. Munster said that while he expects the company to announce the phone in September with availability in October, he thinks most customers won’t receive devices until December.\nSamsung recently announced two foldable devices: the Galaxy Z Flip3, left, and Galaxy Z Fold3.\nNo Foldable—Yet\n“The chapter after 5G is foldable phones,” said Mr. Munster, who expects Apple to release that device in 2023. The competition in the space is heating up: Samsung recently announced two foldable devices, the Galaxy Z Fold3 and Galaxy Z Flip3. The former opens like a book and the latter works like an old-school flip phone, like the old Motorola Razr. The prediction that iPhones will eventually flip is reinforced by the fact that Samsung is one of Apple’s top display manufacturers.\nMy colleague Joanna Stern found a pattern in Samsung and Apple releases. The iPhone maker typically incorporates features two to three years after Samsung. And if that timeline is any indication, the iPhone is soon due for an in-screen fingerprint reader and a screen with a faster 120-hertz refresh rate for smoother animations.\nJoanna reported that Apple has been working on in-screen fingerprint technology and has considered including Touch ID and Face ID on the same device, according to two former Apple employees. It probably won’t appear this year, however.\nWhat About Other Phones?\nIf you’re in the market for an upgrade, there are, of course, other options to consider.\nGoogle already announced that its next Pixel 6 will run its own proprietary Google-designed chip and feature a new camera system. We’ll hear more details sometime this fall. Meanwhile, Samsung lowered the price of its recent foldables to $1,800 for the Fold ($200 less than its predecessor) and $1,000 for the smaller Flip (nearly $400 cheaper than last year’s model). And while the Galaxy S21is still probably the best overall Android purchase, Samsung will likely launch its next non-folding flagship Galaxy phones in early 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839381625,"gmtCreate":1629122331967,"gmtModify":1631890264849,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839381625","repostId":"1163741094","repostType":4,"repost":{"id":"1163741094","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629100856,"share":"https://www.laohu8.com/m/news/1163741094?lang=&edition=full","pubTime":"2021-08-16 16:00","market":"us","language":"en","title":"Watch For These New Product Launches From Apple This Fall: Mark Gurman","url":"https://stock-news.laohu8.com/highlight/detail?id=1163741094","media":"Benzinga","summary":"Apple is preparing to launch several new products this fall, including new iPhones, Apple Watches, u","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> is preparing to launch several new products this fall, including new&nbsp;<b>iPhones</b>,&nbsp;<b>Apple Watches</b>, updated&nbsp;<b>AirPods</b>, the revamped&nbsp;<b>iPad mini</b>&nbsp;and redesigned&nbsp;<b>MacBook Pros</b>, according to&nbsp;<b>Mark Gurman</b>, a leading Apple watcher.</p>\n<p><b>What Happened:</b>&nbsp;Apple will hold multiple events this year, with the first event likely in September, Gurmansaidin the latest edition of his “Power On” newsletter for Bloomberg.</p>\n<p>Alongside the new iPhone 13 expected to be launched in September, Apple will likely launch third-generation AirPods, an updated iPad mini with thinner borders and complete redesign, and the Apple Watch Series 7 with updated screen technology and a faster processor.</p>\n<p>In addition, Gurman noted that Apple’s revamped 14-inch and 16-inch MacBook Pros with the company's in-house M1X chip “should still go on sale by the time the current MacBook Pro hits its two-year anniversary.”</p>\n<p><b>Why It Matters:</b>&nbsp;Apple’s highly anticipated MacBook Pros are expected to feature mini-LED displays, updated designs, and the M1X Apple silicon chip. The 16-inch MacBook Pro was last updated in November of 2019.</p>\n<p>It was&nbsp;reported&nbsp;earlier this year that Apple is planning a major design upgrade to its MacBook Pro range of notebooks for the first time since the 2016 lineup. The new Pro series computers will come equipped with Apple’s own chips instead of the ones made by&nbsp;<b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>&nbsp;<b>Corporation</b>.</p>\n<p>In June, Gurman&nbsp;noted&nbsp;that Apple is exploring making future iPads with larger displays that would further blur the lines between the iPad Pro and the MacBook Pro, which is available with up to a 16-inch display.</p>\n<p>Apple had said in April it hasno plans to mergethe iPad and the Mac anytime soon, despite the inclusion of its in-house M1 chip in the latest iPad Pro models.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed 0.1% higher in Friday’s trading at $149.10.</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>Watch For These New Product Launches From Apple This Fall: Mark Gurman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWatch For These New Product Launches From Apple This Fall: Mark Gurman\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-16 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> is preparing to launch several new products this fall, including new&nbsp;<b>iPhones</b>,&nbsp;<b>Apple Watches</b>, updated&nbsp;<b>AirPods</b>, the revamped&nbsp;<b>iPad mini</b>&nbsp;and redesigned&nbsp;<b>MacBook Pros</b>, according to&nbsp;<b>Mark Gurman</b>, a leading Apple watcher.</p>\n<p><b>What Happened:</b>&nbsp;Apple will hold multiple events this year, with the first event likely in September, Gurmansaidin the latest edition of his “Power On” newsletter for Bloomberg.</p>\n<p>Alongside the new iPhone 13 expected to be launched in September, Apple will likely launch third-generation AirPods, an updated iPad mini with thinner borders and complete redesign, and the Apple Watch Series 7 with updated screen technology and a faster processor.</p>\n<p>In addition, Gurman noted that Apple’s revamped 14-inch and 16-inch MacBook Pros with the company's in-house M1X chip “should still go on sale by the time the current MacBook Pro hits its two-year anniversary.”</p>\n<p><b>Why It Matters:</b>&nbsp;Apple’s highly anticipated MacBook Pros are expected to feature mini-LED displays, updated designs, and the M1X Apple silicon chip. The 16-inch MacBook Pro was last updated in November of 2019.</p>\n<p>It was&nbsp;reported&nbsp;earlier this year that Apple is planning a major design upgrade to its MacBook Pro range of notebooks for the first time since the 2016 lineup. The new Pro series computers will come equipped with Apple’s own chips instead of the ones made by&nbsp;<b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>&nbsp;<b>Corporation</b>.</p>\n<p>In June, Gurman&nbsp;noted&nbsp;that Apple is exploring making future iPads with larger displays that would further blur the lines between the iPad Pro and the MacBook Pro, which is available with up to a 16-inch display.</p>\n<p>Apple had said in April it hasno plans to mergethe iPad and the Mac anytime soon, despite the inclusion of its in-house M1 chip in the latest iPad Pro models.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed 0.1% higher in Friday’s trading at $149.10.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163741094","content_text":"Apple is preparing to launch several new products this fall, including new iPhones, Apple Watches, updated AirPods, the revamped iPad mini and redesigned MacBook Pros, according to Mark Gurman, a leading Apple watcher.\nWhat Happened: Apple will hold multiple events this year, with the first event likely in September, Gurmansaidin the latest edition of his “Power On” newsletter for Bloomberg.\nAlongside the new iPhone 13 expected to be launched in September, Apple will likely launch third-generation AirPods, an updated iPad mini with thinner borders and complete redesign, and the Apple Watch Series 7 with updated screen technology and a faster processor.\nIn addition, Gurman noted that Apple’s revamped 14-inch and 16-inch MacBook Pros with the company's in-house M1X chip “should still go on sale by the time the current MacBook Pro hits its two-year anniversary.”\nWhy It Matters: Apple’s highly anticipated MacBook Pros are expected to feature mini-LED displays, updated designs, and the M1X Apple silicon chip. The 16-inch MacBook Pro was last updated in November of 2019.\nIt was reported earlier this year that Apple is planning a major design upgrade to its MacBook Pro range of notebooks for the first time since the 2016 lineup. The new Pro series computers will come equipped with Apple’s own chips instead of the ones made by Intel Corporation.\nIn June, Gurman noted that Apple is exploring making future iPads with larger displays that would further blur the lines between the iPad Pro and the MacBook Pro, which is available with up to a 16-inch display.\nApple had said in April it hasno plans to mergethe iPad and the Mac anytime soon, despite the inclusion of its in-house M1 chip in the latest iPad Pro models.\nPrice Action: Apple shares closed 0.1% higher in Friday’s trading at $149.10.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890967756,"gmtCreate":1628077816775,"gmtModify":1631890264852,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Nice run","listText":"Nice run","text":"Nice run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/890967756","repostId":"1184521901","repostType":4,"repost":{"id":"1184521901","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628070314,"share":"https://www.laohu8.com/m/news/1184521901?lang=&edition=full","pubTime":"2021-08-04 17:45","market":"us","language":"en","title":"What Is Fueling The AMD Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184521901","media":"Benzinga","summary":"Shares of Advanced Micro Devices Inc. AMD extended gains to a fifth straight day and closed 3.6% hig","content":"<p>Shares of&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;<b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&nbsp;extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.</p>\n<p><b>What Happened</b>: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.’s</b>&nbsp;Mac Pro desktop computers.</p>\n<p>In addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmaker<b>Nvidia Corp.’s</b>NVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.</p>\n<p><b>Momentum From <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results:</b>&nbsp;AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.</p>\n<p><b>Retail Interest:</b>&nbsp;AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>&nbsp;and other heavily shorted stocks earlier this year.</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Production Woes</b>: In June, CNBC host Cramernotedthat&nbsp;<b>Intel Corp.</b>&nbsp;delaying production of <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.</p>\n<p><b>High-Profile <a href=\"https://laohu8.com/S/CUBI\">Customers</a></b>: AMD&nbsp;secured&nbsp;<b>Tesla Inc</b>.and<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.</b>&nbsp;subsidiary Google as its high-profile customers in June.</p>\n<p><b>Price Action</b>: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.</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>What Is Fueling The AMD Rally?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Is Fueling The AMD Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-04 17:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;<b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&nbsp;extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.</p>\n<p><b>What Happened</b>: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.’s</b>&nbsp;Mac Pro desktop computers.</p>\n<p>In addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmaker<b>Nvidia Corp.’s</b>NVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.</p>\n<p><b>Momentum From <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results:</b>&nbsp;AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.</p>\n<p><b>Retail Interest:</b>&nbsp;AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>&nbsp;and other heavily shorted stocks earlier this year.</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Production Woes</b>: In June, CNBC host Cramernotedthat&nbsp;<b>Intel Corp.</b>&nbsp;delaying production of <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.</p>\n<p><b>High-Profile <a href=\"https://laohu8.com/S/CUBI\">Customers</a></b>: AMD&nbsp;secured&nbsp;<b>Tesla Inc</b>.and<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.</b>&nbsp;subsidiary Google as its high-profile customers in June.</p>\n<p><b>Price Action</b>: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184521901","content_text":"Shares of Advanced Micro Devices Inc. AMD extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.\nWhat Happened: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for Apple Inc.’s Mac Pro desktop computers.\nIn addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmakerNvidia Corp.’sNVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.\nMomentum From Q2 Results: AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.\nRetail Interest: AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in GameStop Corp. and other heavily shorted stocks earlier this year.\nIntel Production Woes: In June, CNBC host Cramernotedthat Intel Corp. delaying production of one of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.\nHigh-Profile Customers: AMD secured Tesla Inc.andAlphabet Inc. subsidiary Google as its high-profile customers in June.\nPrice Action: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802992718,"gmtCreate":1627704252534,"gmtModify":1631890264854,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"It would be an incredible merger if it happens","listText":"It would be an incredible merger if it happens","text":"It would be an incredible merger if it happens","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/802992718","repostId":"2155492152","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808342173,"gmtCreate":1627561065492,"gmtModify":1631890264859,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Nice [Strong]&nbsp;","listText":"Nice [Strong]&nbsp;","text":"Nice [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808342173","repostId":"2155902968","repostType":2,"repost":{"id":"2155902968","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627560112,"share":"https://www.laohu8.com/m/news/2155902968?lang=&edition=full","pubTime":"2021-07-29 20:01","market":"hk","language":"en","title":"Mastercard Q2 Adj. EPS $1.95 Beats $1.72 Estimate, Sales $4.50B Beat $4.34B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2155902968","media":"Benzinga","summary":"Mastercard (NYSE:MA) reported quarterly earnings of $1.95 per share which beat the analyst consensus estimate of $1.72 by 13.37 percent. This is a 43.38 percent increase over earnings of $1.36 per share from the same","content":"<html><body><p>Mastercard (NYSE:MA) reported quarterly earnings of $1.95 per share which beat the analyst consensus estimate of $1.72 by 13.37 percent. This is a 43.38 percent increase over earnings of $1.36 per share from the same period last year.  The company reported quarterly sales of $4.50 billion which beat the analyst consensus estimate of $4.34 billion by 3.69 percent.  This is a 34.93 percent increase over sales of $3.33 billion the same period last year.</p></body></html>","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>Mastercard Q2 Adj. EPS $1.95 Beats $1.72 Estimate, Sales $4.50B Beat $4.34B Estimate</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\">\nMastercard Q2 Adj. EPS $1.95 Beats $1.72 Estimate, Sales $4.50B Beat $4.34B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-29 20:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Mastercard (NYSE:MA) reported quarterly earnings of $1.95 per share which beat the analyst consensus estimate of $1.72 by 13.37 percent. This is a 43.38 percent increase over earnings of $1.36 per share from the same period last year.  The company reported quarterly sales of $4.50 billion which beat the analyst consensus estimate of $4.34 billion by 3.69 percent.  This is a 34.93 percent increase over sales of $3.33 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","MA":"万事达"},"source_url":"https://www.benzinga.com/news/earnings/21/07/22219882/mastercard-q2-adj-eps-1-95-beats-1-72-estimate-sales-4-50b-beat-4-34b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155902968","content_text":"Mastercard (NYSE:MA) reported quarterly earnings of $1.95 per share which beat the analyst consensus estimate of $1.72 by 13.37 percent. This is a 43.38 percent increase over earnings of $1.36 per share from the same period last year.  The company reported quarterly sales of $4.50 billion which beat the analyst consensus estimate of $4.34 billion by 3.69 percent.  This is a 34.93 percent increase over sales of $3.33 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800333377,"gmtCreate":1627276587899,"gmtModify":1631890264868,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/800333377","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175784570,"gmtCreate":1627049360690,"gmtModify":1631893324100,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Drowsy]&nbsp;//<a href=\"https://laohu8.com/U/3560241002253187\">@CL777</a>:Not again","listText":"[Drowsy]&nbsp;//<a href=\"https://laohu8.com/U/3560241002253187\">@CL777</a>:Not again","text":"[Drowsy] //@CL777:Not again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175784570","repostId":"2153670096","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179122223,"gmtCreate":1626495083562,"gmtModify":1631893324112,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/179122223","repostId":"2152168594","repostType":4,"repost":{"id":"2152168594","kind":"news","pubTimestamp":1626488760,"share":"https://www.laohu8.com/m/news/2152168594?lang=&edition=full","pubTime":"2021-07-17 10:26","market":"us","language":"en","title":"Apple Stock: Next Stop, $175?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168594","media":"TipRanks","summary":"So, Apple  is having a bad year, you say?With shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.The uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.The renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. T","content":"<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","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>Apple Stock: Next Stop, $175?</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\">\nApple Stock: Next Stop, $175?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2152168594","content_text":"So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the other mega-caps’ displays in 2021.\nWith shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.\nThe uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.\nThe renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. The analyst recently told investors Apple is well set up to outperform in 2H21. In fact, the growing confidence means Chatterjee has added Apple to the firm’s Analyst Focus List as “a Growth idea.”\n“The recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print,” the 5-star analyst said, confirming Apple is also a Top Pick.\nTo reflect the increase in build rates, Chatterjee has “modestly” increased iPhone volume expectations, but of more importance to the analyst is the “path to upside” for the shares in the medium-term.\nThis is because of the potential for better iPhone 12 sales but also due to what Chatterjee considers are low expectations from the iPhone 13’s fall launch, which could create “another leg to the upside opportunity.”\nIt’s a potent mix which is given additional allure with the launch of the iPhone SE3 next year and means Apple can “not only pleasantly surprise with a more robust iPhone 13 cycle, but also has the opportunity to drive material upside to consensus expectations for FY22.”\nTo this end, Chatterjee rates Apple shares an Overweight (i.e. Buy), while slightly lifting the price target from $170 to $175. The revised figure implying shares will add 19.5% from current levels.\nSo, that’s J.P. Morgan’s view, what does the rest of the Street have in mind for Apple? Based on 20 Buys, 5 Holds and 2 Sells, the stock currently has a Moderate Buy consensus rating. The forecast is for shares to appreciate by 8% over the coming months, given the average price target clocks in at $158.62.\nTo find good ideas for tech stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147536941,"gmtCreate":1626362895183,"gmtModify":1631886131915,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Netflix and game [Observation]&nbsp;","listText":"Netflix and game [Observation]&nbsp;","text":"Netflix and game [Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147536941","repostId":"1142346792","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144962168,"gmtCreate":1626262327954,"gmtModify":1631893324125,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Not only overbought, it’s “extremely overbought” [Observation]&nbsp;","listText":"Not only overbought, it’s “extremely overbought” [Observation]&nbsp;","text":"Not only overbought, it’s “extremely overbought” [Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144962168","repostId":"1160878205","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145595703,"gmtCreate":1626228766902,"gmtModify":1631893324143,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"High to enter now","listText":"High to enter now","text":"High to enter now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145595703","repostId":"1122284181","repostType":4,"repost":{"id":"1122284181","kind":"news","pubTimestamp":1626221830,"share":"https://www.laohu8.com/m/news/1122284181?lang=&edition=full","pubTime":"2021-07-14 08:17","market":"us","language":"en","title":"Cramer: The News About Apple Is All Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=1122284181","media":"The Street","summary":"Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the","content":"<blockquote>\n Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the way to make bank on Apple.\n</blockquote>\n<p>Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;is one of the news media’s favorite companies to scrutinize, something which can provide as much confusion as clarity to investors, TheStreet’s Jim Cramer explained in a recent Real Money column.</p>\n<p>Cramer looked at how and why many investors missed the opportunity to buy Apple at its bottom price of $116 in March but now are buying at higher prices.</p>\n<p>Apple shares are up nearly 10% in the past three months, and ended last week at $145.11</p>\n<p>“Stunned that suddenly people are buying the breakout of the stock, I decided to go back and look at the breakdown to see if you could have spotted a bottom, the opportunity of the year to buy the stock of this amazing company when it was falling off a cliff,” Cramer wrote.</p>\n<p>Cramer found that the media focus on unconfirmed reports about issues such as order volume, combined with the enigmatic nature of Apple itself, helped create confusion and doubt about a company whose stock was actually about to rise.</p>\n<p>“Here are some sample headlines from some important publications on the day it hit bottom: ‘Apple falls toward 3-month low, bear market now in sight.’ Or how about this one: ‘Apple's stock in danger of lowest close since November,’” Cramer wrote.</p>\n<p>Cramer looks at how numerous commentators missed the signs of opportunity.</p>\n<p>“Apple is famous for not allowing companies to talk about orders or business done with the company, something that makes it difficult to figure out how the company is doing, at least according to suppliers. But that doesn't stop the press from trying,” he wrote.</p>\n<p>He suggests that banking on what commentators say is not the way to make bank on Apple.</p>\n<p>“What matters is this: You got an opportunity. However, it was so hard to take that it is a constant reminder that it is not worth trading Apple around different commentary and so-called news. Better to just, like always, own the stock,” Cramer wrote.</p>","source":"lsy1610613172068","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>Cramer: The News About Apple Is All Wrong</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\">\nCramer: The News About Apple Is All Wrong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/jim-cramer/cramer-the-news-about-apple-is-all-wrong><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the way to make bank on Apple.\n\nApple (AAPL) -Get Report is one of the news media’s favorite companies ...</p>\n\n<a href=\"https://www.thestreet.com/jim-cramer/cramer-the-news-about-apple-is-all-wrong\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/jim-cramer/cramer-the-news-about-apple-is-all-wrong","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122284181","content_text":"Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the way to make bank on Apple.\n\nApple (AAPL) -Get Report is one of the news media’s favorite companies to scrutinize, something which can provide as much confusion as clarity to investors, TheStreet’s Jim Cramer explained in a recent Real Money column.\nCramer looked at how and why many investors missed the opportunity to buy Apple at its bottom price of $116 in March but now are buying at higher prices.\nApple shares are up nearly 10% in the past three months, and ended last week at $145.11\n“Stunned that suddenly people are buying the breakout of the stock, I decided to go back and look at the breakdown to see if you could have spotted a bottom, the opportunity of the year to buy the stock of this amazing company when it was falling off a cliff,” Cramer wrote.\nCramer found that the media focus on unconfirmed reports about issues such as order volume, combined with the enigmatic nature of Apple itself, helped create confusion and doubt about a company whose stock was actually about to rise.\n“Here are some sample headlines from some important publications on the day it hit bottom: ‘Apple falls toward 3-month low, bear market now in sight.’ Or how about this one: ‘Apple's stock in danger of lowest close since November,’” Cramer wrote.\nCramer looks at how numerous commentators missed the signs of opportunity.\n“Apple is famous for not allowing companies to talk about orders or business done with the company, something that makes it difficult to figure out how the company is doing, at least according to suppliers. But that doesn't stop the press from trying,” he wrote.\nHe suggests that banking on what commentators say is not the way to make bank on Apple.\n“What matters is this: You got an opportunity. However, it was so hard to take that it is a constant reminder that it is not worth trading Apple around different commentary and so-called news. Better to just, like always, own the stock,” Cramer wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148242598,"gmtCreate":1625982845014,"gmtModify":1631893324155,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/148242598","repostId":"1101087642","repostType":4,"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148246971,"gmtCreate":1625982715493,"gmtModify":1631893324166,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Choices to make when wear and tear sets in","listText":"Choices to make when wear and tear sets in","text":"Choices to make when wear and tear sets in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/148246971","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157142146,"gmtCreate":1625575033485,"gmtModify":1631893324181,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Interesting read","listText":"Interesting read","text":"Interesting read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/157142146","repostId":"1153955441","repostType":4,"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158606823,"gmtCreate":1625146850062,"gmtModify":1631893324197,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Good read&nbsp;","listText":"Good read&nbsp;","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158606823","repostId":"1110936297","repostType":2,"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":179122223,"gmtCreate":1626495083562,"gmtModify":1631893324112,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/179122223","repostId":"2152168594","repostType":4,"repost":{"id":"2152168594","kind":"news","pubTimestamp":1626488760,"share":"https://www.laohu8.com/m/news/2152168594?lang=&edition=full","pubTime":"2021-07-17 10:26","market":"us","language":"en","title":"Apple Stock: Next Stop, $175?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168594","media":"TipRanks","summary":"So, Apple  is having a bad year, you say?With shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.The uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.The renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. T","content":"<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","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>Apple Stock: Next Stop, $175?</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\">\nApple Stock: Next Stop, $175?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2152168594","content_text":"So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the other mega-caps’ displays in 2021.\nWith shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.\nThe uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.\nThe renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. The analyst recently told investors Apple is well set up to outperform in 2H21. In fact, the growing confidence means Chatterjee has added Apple to the firm’s Analyst Focus List as “a Growth idea.”\n“The recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print,” the 5-star analyst said, confirming Apple is also a Top Pick.\nTo reflect the increase in build rates, Chatterjee has “modestly” increased iPhone volume expectations, but of more importance to the analyst is the “path to upside” for the shares in the medium-term.\nThis is because of the potential for better iPhone 12 sales but also due to what Chatterjee considers are low expectations from the iPhone 13’s fall launch, which could create “another leg to the upside opportunity.”\nIt’s a potent mix which is given additional allure with the launch of the iPhone SE3 next year and means Apple can “not only pleasantly surprise with a more robust iPhone 13 cycle, but also has the opportunity to drive material upside to consensus expectations for FY22.”\nTo this end, Chatterjee rates Apple shares an Overweight (i.e. Buy), while slightly lifting the price target from $170 to $175. The revised figure implying shares will add 19.5% from current levels.\nSo, that’s J.P. Morgan’s view, what does the rest of the Street have in mind for Apple? Based on 20 Buys, 5 Holds and 2 Sells, the stock currently has a Moderate Buy consensus rating. The forecast is for shares to appreciate by 8% over the coming months, given the average price target clocks in at $158.62.\nTo find good ideas for tech stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148242598,"gmtCreate":1625982845014,"gmtModify":1631893324155,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/148242598","repostId":"1101087642","repostType":4,"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164627435,"gmtCreate":1624202494027,"gmtModify":1634009527440,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Hmm.. to be observed [Observation]&nbsp;","listText":"Hmm.. to be observed [Observation]&nbsp;","text":"Hmm.. to be observed [Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/164627435","repostId":"1183124175","repostType":4,"repost":{"id":"1183124175","kind":"news","pubTimestamp":1624151620,"share":"https://www.laohu8.com/m/news/1183124175?lang=&edition=full","pubTime":"2021-06-20 09:13","market":"us","language":"en","title":"Beware these risky tech stocks in your portfolio, strategist Parker warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1183124175","media":"cnbc","summary":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.Growth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.Adam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a f","content":"<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Beware these risky tech stocks in your portfolio, strategist Parker warns</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\">\nBeware these risky tech stocks in your portfolio, strategist Parker warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达","MCHP":"微芯科技","TWLO":"Twilio Inc"},"source_url":"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1183124175","content_text":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.\nAdam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a few.\n“We think that portfolio managers should be buying growth stocks again, focusing on positive free cash flow and margin expansion, not earnings-based valuation,” Parker said in a note released Wednesday.\nTrivariate Research used a number of criteria to identify risky stocks, including low or negative correlation to inflation, high correlation to the economic reopening and high levels of company insiders selling their shares. The research firm then identified the eight riskiest names based on those measures.\n“Our view is that these are among the riskiest stocks to own today, so investors who own these names should have disproportionate upside to their base cases to compensate them for these risks,” Parker said.\nTake a look at five of the riskiest technology stocks, according to Trivariate.\nRISKIEST TECH STOCKS, ACCORDING TO TRIVARIATE\n\n\n\nTICKER\nCOMPANY\nPRICE\n%CHANGE\n\n\n\n\nMCHP\nMicrochip Technology Inc\n145.62\n-3.0686\n\n\nTWLO\nTwilio Inc\n367.61\n1.84\n\n\nSQ\nSquare Inc\n237.05\n0.39\n\n\nNVDA\nNVIDIA Corp\n745.55\n-0.0992\n\n\nAAPL\nApple Inc\n130.46\n-1.0092\n\n\n\nApple is on Trivariate’s list of riskiest stocks. The research firm identifies Apple as one of the stocks with the most negative correlation to inflation. Trivariate predicts that if bond yields rise or if fears of inflation continue, shares of Apple will underperform the market.\nNvidiaalso makes the list of risky tech stocks. Trivariate found the semiconductor stock has one of the most asymmetric beta — meaning the stock is consistently more volatile than the broader market during a market pullback compared with typical times.\nTrivariate also named payments companySquare, cloud communications platformTwilioand semiconductor manufacturerMicrochip Technologyamong the riskiest technology stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184786541,"gmtCreate":1623725338083,"gmtModify":1634029507880,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Yes, will go for&nbsp;Apple for sure","listText":"Yes, will go for&nbsp;Apple for sure","text":"Yes, will go for Apple for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/184786541","repostId":"1167720481","repostType":4,"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819275266,"gmtCreate":1630074843555,"gmtModify":1704955616467,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Go Cathie! [Bless]&nbsp;[Victory]&nbsp;","listText":"Go Cathie! [Bless]&nbsp;[Victory]&nbsp;","text":"Go Cathie! [Bless] [Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/819275266","repostId":"1131568820","repostType":4,"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890967756,"gmtCreate":1628077816775,"gmtModify":1631890264852,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Nice run","listText":"Nice run","text":"Nice run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/890967756","repostId":"1184521901","repostType":4,"repost":{"id":"1184521901","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628070314,"share":"https://www.laohu8.com/m/news/1184521901?lang=&edition=full","pubTime":"2021-08-04 17:45","market":"us","language":"en","title":"What Is Fueling The AMD Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184521901","media":"Benzinga","summary":"Shares of Advanced Micro Devices Inc. AMD extended gains to a fifth straight day and closed 3.6% hig","content":"<p>Shares of&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;<b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&nbsp;extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.</p>\n<p><b>What Happened</b>: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.’s</b>&nbsp;Mac Pro desktop computers.</p>\n<p>In addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmaker<b>Nvidia Corp.’s</b>NVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.</p>\n<p><b>Momentum From <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results:</b>&nbsp;AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.</p>\n<p><b>Retail Interest:</b>&nbsp;AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>&nbsp;and other heavily shorted stocks earlier this year.</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Production Woes</b>: In June, CNBC host Cramernotedthat&nbsp;<b>Intel Corp.</b>&nbsp;delaying production of <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.</p>\n<p><b>High-Profile <a href=\"https://laohu8.com/S/CUBI\">Customers</a></b>: AMD&nbsp;secured&nbsp;<b>Tesla Inc</b>.and<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.</b>&nbsp;subsidiary Google as its high-profile customers in June.</p>\n<p><b>Price Action</b>: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.</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>What Is Fueling The AMD Rally?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Is Fueling The AMD Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-04 17:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;<b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&nbsp;extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.</p>\n<p><b>What Happened</b>: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.’s</b>&nbsp;Mac Pro desktop computers.</p>\n<p>In addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmaker<b>Nvidia Corp.’s</b>NVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.</p>\n<p><b>Momentum From <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results:</b>&nbsp;AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.</p>\n<p><b>Retail Interest:</b>&nbsp;AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>&nbsp;and other heavily shorted stocks earlier this year.</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Production Woes</b>: In June, CNBC host Cramernotedthat&nbsp;<b>Intel Corp.</b>&nbsp;delaying production of <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.</p>\n<p><b>High-Profile <a href=\"https://laohu8.com/S/CUBI\">Customers</a></b>: AMD&nbsp;secured&nbsp;<b>Tesla Inc</b>.and<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.</b>&nbsp;subsidiary Google as its high-profile customers in June.</p>\n<p><b>Price Action</b>: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184521901","content_text":"Shares of Advanced Micro Devices Inc. AMD extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.\nWhat Happened: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for Apple Inc.’s Mac Pro desktop computers.\nIn addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmakerNvidia Corp.’sNVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.\nMomentum From Q2 Results: AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.\nRetail Interest: AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in GameStop Corp. and other heavily shorted stocks earlier this year.\nIntel Production Woes: In June, CNBC host Cramernotedthat Intel Corp. delaying production of one of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.\nHigh-Profile Customers: AMD secured Tesla Inc.andAlphabet Inc. subsidiary Google as its high-profile customers in June.\nPrice Action: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802992718,"gmtCreate":1627704252534,"gmtModify":1631890264854,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"It would be an incredible merger if it happens","listText":"It would be an incredible merger if it happens","text":"It would be an incredible merger if it happens","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/802992718","repostId":"2155492152","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182162832,"gmtCreate":1623558354626,"gmtModify":1634031710859,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Fly him and Amazon share price to the moon [Cool]&nbsp;","listText":"Fly him and Amazon share price to the moon [Cool]&nbsp;","text":"Fly him and Amazon share price to the moon [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/182162832","repostId":"1191179846","repostType":4,"repost":{"id":"1191179846","kind":"news","pubTimestamp":1623536312,"share":"https://www.laohu8.com/m/news/1191179846?lang=&edition=full","pubTime":"2021-06-13 06:18","market":"us","language":"en","title":"Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1191179846","media":"cnbc","summary":"KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed ","content":"<div>\n<p>KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million</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\">\nBlue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1191179846","content_text":"KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon founder and his brother Mark on Blue Origin’s New Shepard rocket.\nNew Shepard, a rocket that carries a capsule to an altitude of over 340,000 feet, has flown more than a dozen successful test flights without passengers.\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat on its upcoming first crewed spaceflight on Saturday for $28 million.\nThe winning bidder,whose name wasn’t released,will fly to the edge of space with theAmazonfounder and his brother Markon Blue Origin’s New Shepard rocket scheduled to launch on July 20.The company said it will reveal the name of the auction winner in the coming weeks.\nBidding opened at $4.8 million but surpassed $20 million within the first few minutes of the auction. The auction’s proceeds will be donated to Blue Origin’s education-focused nonprofit Club for the Future, which supports kids interested in future STEM careers.\nBlue Origin director of astronaut and orbital sales Ariane Cornell said during the auction webcast that New Shepard’s first passenger flight will carry four people, including Bezos, his brother, the auction winner and a fourth person to be announced later.\nAutonomous spaceflight\nNew Shepard, a rocket that carries a capsule to an altitude of over 340,000 feet, has flown more than a dozen successful test flights without passengers, including one in April at the company’s facility in the Texas desert. It’s designed to carry up to six people and flies autonomously — without needing a pilot. The capsule has massive windows to give passengers a view of the earth below during about three minutes in zero gravity, before returning to Earth.\nBlue Origin’s system launches vertically, and both the rocket and capsule are reusable. The boosters land vertically on a concrete pad at the company’s facility in Van Horn, Texas, while the capsules land using a set of parachutes.\nBezos founded Blue Origin in 2000 and still owns the company, funding it through share sales of his Amazon stock.\nJuly 20 is notable because it also marks the 52nd anniversary of the Apollo 11 moon landing.\nBranson and Musk\nBezos and fellow billionairesElon MuskandSir Richard Bransonarein a race to get to space, but each in different ways.Bezos’ Blue Origin and Branson’sVirgin Galacticare competing to take passengers on short flights to the edge of space, a sector known as suborbital tourism, while Musk’s SpaceX is launching private passengers on further, multi-day flights, in what is known as orbital tourism.\nBoth Blue Origin and Virgin Galactic have been developing rocket-powered spacecraft, but that is where the similarities end. While Blue Origin’s New Shepard rocket launches vertically from the ground,Virgin Galactic’s SpaceShipTwo system is released mid-air and returns to Earth in a glidefor a runway landing, like an aircraft.\nVirgin Galactic’s system is also flown by two pilots, while Blue Origin’s launches without one.Branson’s company has also flown a test spaceflight with a passenger onboard, although the company has three spaceflight tests remainingbefore it begins flying commercial customers– which is planned to start in 2022.\nSpaceX launches its Crew Dragon spacecraft to orbit atop its reusable Falcon 9 rocket, havingsent 10 astronauts to the International Space Station on three missions to date.\nIn addition to the government flights, Musk’s company is planning to launch multiple private astronaut missions in the year ahead – beginning withthe all-civilian Inspiration4 missionthat is planned for September. SpaceX is also launchingat least four private missions for Axiom Space, starting early next year.\nBlue Origin’s auction may have netted $28 million, but a seat on a suborbital spacecraft is typically much less expensive. Virgin Galactic has historically sold reservations between $200,000 and $250,000 per ticket, and more recently charged the Italian Air Force about $500,000 per ticket for a training spaceflight.\nMusk’s orbital missions are more costly than the suborbital flights, with NASA paying SpaceX about $55 million per seat for spaceflights to the ISS.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139606763,"gmtCreate":1621610131752,"gmtModify":1634187651642,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Interesting read","listText":"Interesting read","text":"Interesting read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/139606763","repostId":"1197544614","repostType":2,"repost":{"id":"1197544614","kind":"news","pubTimestamp":1621600946,"share":"https://www.laohu8.com/m/news/1197544614?lang=&edition=full","pubTime":"2021-05-21 20:42","market":"us","language":"en","title":"Apple Stock: How Long Should You Hold It?","url":"https://stock-news.laohu8.com/highlight/detail?id=1197544614","media":"TheStreet","summary":"For best performance, how long should Apple stock be held in a portfolio? The Apple Maven discusses ","content":"<p>For best performance, how long should Apple stock be held in a portfolio? The Apple Maven discusses what traders, speculators and investors should expect when betting on AAPL.</p>\n<p>The&nbsp;Street’s&nbsp;Jim Cramer has said it repeatedly: own Apple stock (ticker $AAPL), don’t trade it. Today, the Apple Maven revisits this idea to help determine how long one should hold Apple shares.</p>\n<p>Below is an analysis of how much one might expect to gain if (1) day-trading, (2) speculating on, or (3) investing in Apple stock. Obviously, since the future is uncertain, the analysis is based on historical data – which I believe can at least provide a blueprint for future share price performance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6726ed885cefb1c7f81fe0ac2f6eff7c\" tg-width=\"799\" tg-height=\"466\"><span>Figure 1: AAPL trading chart.</span></p>\n<p><b>#1. AAPL investors: long-term winners</b></p>\n<p>As I mentioned&nbsp;in my recent “Apple Stock 101” article, investors that bought Apple shares in December 1980 (i.e. the IPO date) and held onto them until now realized impressive annualized gains of&nbsp;<b>19%</b>. Clearly, AAPL has been a good asset to “get and forget” over Apple’s tenure as a publicly-traded company.</p>\n<p>But allow me to work with more realistic time frames. For this exercise, I will consider “investors” those who hold AAPL for one year. To be clear, many might consider twelve months a minimum investment horizon to qualify as long term.</p>\n<p>Also, I am limiting my analysis to the past 20 years, since the stock used to be much riskier and more volatile in its first couple of decades of existence than it is now. Apple stock’s returns have been even better during this period that begins with the end of the dot-com correction:<b>35%</b>&nbsp;annualized.</p>\n<p>The chart below shows the distribution of&nbsp;<i>weekly returns</i>&nbsp;earned by an Apple stock investor, using the parameters described above, if the bet had been made on any give day since May 2001.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d658a73af3c004123aa9e0d29906ebe7\" tg-width=\"703\" tg-height=\"418\"><span>Figure 2: AAPL investor's weekly return distribution.</span></p>\n<ul>\n <li><b>Key observation</b>: if held for one year, and based on historical observations alone (i.e. not on modeled projections for the future), Apple stock can arguably be expected to produce weekly returns of about +0.5% to +1.0%. Rarely has the stock been a big-time winner or loser – say, weekly returns of more than +2% or less than -1% on average – when the investment horizon is one year.</li>\n</ul>\n<p><b>#2. AAPL speculators: higher octane</b></p>\n<p>Speculators have had a bit different experience from the above. Here, I characterize as “speculator” someone who buys AAPL and sells it ten weeks later, or roughly two and a half months after the purchase date.</p>\n<p>See histogram below. For ease of comparison with the weekly return analysis immediately above, I kept the chart’s scale unchanged.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/209f65d605439ca2f039619f15f5fc68\" tg-width=\"690\" tg-height=\"404\"><span>Figure 3: AAPL speculator's weekly return distribution.</span></p>\n<ul>\n <li><b>Key observation</b>: the distribution above is still somewhat bell-shaped, meaning that a weekly return of between +0.5% and +1.0% is still quite common. However, notice the much “fatter tails”. The probability of larger weekly gains or losses tends to increase when Apple stock is held for ten weeks rather than one year.</li>\n</ul>\n<p><b>#3. AAPL day-traders: buckle up!</b></p>\n<p>Lastly, day-traders that buy Apple stock and sell it within less than a full week have been playing a completely different game. Once again, the histogram below depicts the average<i>weekly return</i>in AAPL when the timeframe is compressed to no more than 7 days. The chart scale, again, remains unchanged for ease of comparison.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f77febcce32d4bcc45cf275cc5936671\" tg-width=\"657\" tg-height=\"395\"><span>Figure 4: AAPL day traders's weekly return distribution.</span></p>\n<ul>\n <li><b>Key observation</b>: when buying and selling AAPL in a matter of days, it is most common for the bets to result in much more sizable weekly gains or losses: less than -2.0% or more than +2.0%. Earning long-term average gains of about +0.5% to +1.0%, in these cases, has been a rarity.</li>\n</ul>\n<p><b>What to make of it all</b></p>\n<p>Back to the original question: how long should Apple stock be held? Based on historical analysis, the answer really depends on personal goals. Here is the roadmap:</p>\n<ul>\n <li>If merely seeking long-term capital appreciation that might be market-beating, but probably not by a very wide margin, buying AAPL and holding it for a year or more is highly advisable. Speculative bets of a few weeks here and there (say, selling into strength and buying into weakness based on price action) could help to boost returns, if the trades are well executed.</li>\n <li>If seeking outsized gains, trading AAPL within days would be the best approach. However, this strategy is also the riskiest, as it could lead to outsized losses instead. I believe that day-trading Apple stock is the least advisable approach to most people, but possibly an interesting proposition for a select few.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How Long Should You Hold It?</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\">\nApple Stock: How Long Should You Hold It?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 20:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-how-long-should-you-hold-it><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For best performance, how long should Apple stock be held in a portfolio? The Apple Maven discusses what traders, speculators and investors should expect when betting on AAPL.\nThe Street’s Jim Cramer ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-how-long-should-you-hold-it\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-how-long-should-you-hold-it","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197544614","content_text":"For best performance, how long should Apple stock be held in a portfolio? The Apple Maven discusses what traders, speculators and investors should expect when betting on AAPL.\nThe Street’s Jim Cramer has said it repeatedly: own Apple stock (ticker $AAPL), don’t trade it. Today, the Apple Maven revisits this idea to help determine how long one should hold Apple shares.\nBelow is an analysis of how much one might expect to gain if (1) day-trading, (2) speculating on, or (3) investing in Apple stock. Obviously, since the future is uncertain, the analysis is based on historical data – which I believe can at least provide a blueprint for future share price performance.\nFigure 1: AAPL trading chart.\n#1. AAPL investors: long-term winners\nAs I mentioned in my recent “Apple Stock 101” article, investors that bought Apple shares in December 1980 (i.e. the IPO date) and held onto them until now realized impressive annualized gains of 19%. Clearly, AAPL has been a good asset to “get and forget” over Apple’s tenure as a publicly-traded company.\nBut allow me to work with more realistic time frames. For this exercise, I will consider “investors” those who hold AAPL for one year. To be clear, many might consider twelve months a minimum investment horizon to qualify as long term.\nAlso, I am limiting my analysis to the past 20 years, since the stock used to be much riskier and more volatile in its first couple of decades of existence than it is now. Apple stock’s returns have been even better during this period that begins with the end of the dot-com correction:35% annualized.\nThe chart below shows the distribution of weekly returns earned by an Apple stock investor, using the parameters described above, if the bet had been made on any give day since May 2001.\nFigure 2: AAPL investor's weekly return distribution.\n\nKey observation: if held for one year, and based on historical observations alone (i.e. not on modeled projections for the future), Apple stock can arguably be expected to produce weekly returns of about +0.5% to +1.0%. Rarely has the stock been a big-time winner or loser – say, weekly returns of more than +2% or less than -1% on average – when the investment horizon is one year.\n\n#2. AAPL speculators: higher octane\nSpeculators have had a bit different experience from the above. Here, I characterize as “speculator” someone who buys AAPL and sells it ten weeks later, or roughly two and a half months after the purchase date.\nSee histogram below. For ease of comparison with the weekly return analysis immediately above, I kept the chart’s scale unchanged.\nFigure 3: AAPL speculator's weekly return distribution.\n\nKey observation: the distribution above is still somewhat bell-shaped, meaning that a weekly return of between +0.5% and +1.0% is still quite common. However, notice the much “fatter tails”. The probability of larger weekly gains or losses tends to increase when Apple stock is held for ten weeks rather than one year.\n\n#3. AAPL day-traders: buckle up!\nLastly, day-traders that buy Apple stock and sell it within less than a full week have been playing a completely different game. Once again, the histogram below depicts the averageweekly returnin AAPL when the timeframe is compressed to no more than 7 days. The chart scale, again, remains unchanged for ease of comparison.\nFigure 4: AAPL day traders's weekly return distribution.\n\nKey observation: when buying and selling AAPL in a matter of days, it is most common for the bets to result in much more sizable weekly gains or losses: less than -2.0% or more than +2.0%. Earning long-term average gains of about +0.5% to +1.0%, in these cases, has been a rarity.\n\nWhat to make of it all\nBack to the original question: how long should Apple stock be held? Based on historical analysis, the answer really depends on personal goals. Here is the roadmap:\n\nIf merely seeking long-term capital appreciation that might be market-beating, but probably not by a very wide margin, buying AAPL and holding it for a year or more is highly advisable. Speculative bets of a few weeks here and there (say, selling into strength and buying into weakness based on price action) could help to boost returns, if the trades are well executed.\nIf seeking outsized gains, trading AAPL within days would be the best approach. However, this strategy is also the riskiest, as it could lead to outsized losses instead. I believe that day-trading Apple stock is the least advisable approach to most people, but possibly an interesting proposition for a select few.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324734320,"gmtCreate":1616030094660,"gmtModify":1703496575646,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Privacy has become a&nbsp;valuable commodity&nbsp;","listText":"Privacy has become a&nbsp;valuable commodity&nbsp;","text":"Privacy has become a valuable commodity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/324734320","repostId":"1138302707","repostType":2,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800333377,"gmtCreate":1627276587899,"gmtModify":1631890264868,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/800333377","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114666233,"gmtCreate":1623072963522,"gmtModify":1634037276032,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/114666233","repostId":"1184606456","repostType":4,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346853377,"gmtCreate":1618023355899,"gmtModify":1634295176494,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/346853377","repostId":"1115040048","repostType":2,"repost":{"id":"1115040048","kind":"news","pubTimestamp":1617971898,"share":"https://www.laohu8.com/m/news/1115040048?lang=&edition=full","pubTime":"2021-04-09 20:38","market":"sh","language":"en","title":"Why Semiconductors Are As Scarce As Gold","url":"https://stock-news.laohu8.com/highlight/detail?id=1115040048","media":"Think","summary":"A shortage of semiconductors is a continuing and major issue.The squeezed market is forcing manufacturers to slow down, weighing on recovery.And ongoing strong demand keeps the pressure on.Computer chips are in short supply due to a sudden spike in demand linked to Covid-19. This demand shock is primarily caused by consumers who can't splash the cash on services such as restaurants and travel and who are now spending more on consumer electronics. The strong demand for home office equipment and f","content":"<p><b>Summary</b></p>\n<ul>\n <li>A shortage of semiconductors is a continuing and major issue.</li>\n <li>The squeezed market is forcing manufacturers to slow down, weighing on recovery.</li>\n <li>And ongoing strong demand keeps the pressure on.</li>\n <li>A&nbsp;ramp-up of capital investment&nbsp;to boost production capacity helps, but it's going to take time before demand and supply are structurally in sync again.</li>\n</ul>\n<p><b>Demand and supply shocks squeeze chip markets</b></p>\n<p>Computer chips are in short supply due to a sudden spike in demand linked to Covid-19. This demand shock is primarily caused by consumers who can't splash the cash on services such as restaurants and travel and who are now spending more on consumer electronics. The strong demand for home office equipment and faster-than-expected recovery from other sectors are also not helping.</p>\n<p>On top of that, 5G cellular networks are rolling out and there's a subsequent rise in demand for new compatible smartphones. While most semiconductor factories operate at maximum capacity, breakdowns at four Texas facilities due to extreme cold and a fire at a Renesas Naka factory north of Tokyo worsened the situation going into the second quarter.</p>\n<p>Suppliers of game consoles and smartphones are having real trouble meeting the demand for their products due to the semiconductor shortage. You can also see it in the automotive industry, where there've been production cuts and planned interruptions.</p>\n<p><b>Structural demand for chips is growing rapidly</b></p>\n<p>Although part of this demand shock is temporary, there's a structural dimension to rapidly expanding semiconductor usage. The market is expected to grow by double digits again in 2021, according to IC Insights. Many devices that used to be completely analogue are now digital and supported by integrated circuits. For example, smart thermostats or light bulbs compatible with home systems contain significant computational power to support their functionality as well as digital connectivity.</p>\n<p>Cars and trucks also require an increasing number of semiconductors, thanks to the extension of integrated Advanced Driving Assistance Systems (ADAS) and board computers. The rise in the production of electric vehicles and future steps in autonomous driving will push demand up still further.</p>\n<p><b>Supply issues may spill into 2022</b></p>\n<p>Current lead times for chips can be as long as 26 weeks and up to a year for some specific variants. Recent incidents at facilities in the US and Japan put the lead times further under pressure. Despite significant planned investments in semiconductor production facilities, capacity will remain scarce well into the second half of 2021. Even if the acute shortage is resolved in the second half of the year, semi-conductor manufacturing lines will remain operating at near-full capacity in the coming years, making the industry sensitive to future supply shocks.</p>\n<p><b>Capital investment boost will raise capacity, but this takes time</b></p>\n<p>In order to meet growing demand, chipmakers started to ramp up investments. The Taiwanese company, TSMC (TSM), is boosting capital expenditure from USD17 billion in 2020 to USD28 billion in 2021. On top of that, the company plans to invest still more, to the tune of some USD100 billion in the next three years, to grow capacity.</p>\n<p>Samsung (SSNLF) also plans to increase semiconductor-related capital expenditure by 20%, up to USD31 billion this year, and announced there’s more to follow. Although these soaring investments will let supply catch up, this takes time and won’t bring much relief this year. Remember, chip production machines have long lead times. In the meantime, we notice that chip manufactures are ending volume discounts and some are also raising prices.</p>\n<p>The science bit</p>\n<ul>\n <li>Chip production starts with wafers. A wafer (slice of semiconductor) acts as a substrate for microelectronic devices. Many so-called integrated circuits are printed on 200mm silicon wafers, being provided by silicon producers. Since the introduction of 300mm wafers in 2002, 200mm wafers were expected to phase out. Therefore, most investments in production capacity have been directed to production lines based on 300mm wafers.</li>\n <li>However, 200mm wafer-based production is technologically mature, offering relatively low development and production costs and very stable manufacturing processes. Therefore, many of the less-complex chips, such as sensors and transmitters and the more basic processing units, are still being developed based on this 200mm technology.</li>\n <li>The rise of smart devices and the Internet of Things (IoT) causes an unanticipated rise in demand for 200mm production capacity, contributing to the shortage. Although fresh 200mm capacity is coming available in 2021, foundries may be a bit reluctant to invest in this slightly dated technology, since 300mm wafer-based production is still expected to take over once production costs are sufficiently low.</li>\n <li>This means that supply is expected to remain weak compared to demand.</li>\n</ul>\n<p><b>Most wafer production capacity concentrated in Asia</b></p>\n<p>Manufacturers of electronic devices generally outsource their semiconductor production partially to large so-called foundries such as TSMC, which produce wafers for third parties. Most installed wafer capacity (the capacity to process blank silicon wafers into chips) is based in Taiwan and South Korea. China and Japan also represent a significant share. Altogether 70-75% of supply is sourced from Asia.</p>\n<p>Only a small portion is produced in Europe, making the continent dependent and sensitive to delivery issues. That’s why the EU aims to create more capacity in its own region, and the US also intends to ramp up chip production as part of President Biden’s recently announced stimulus plan.</p>\n<p><b>Share of installed wafer capacity per region</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b76d46b89e8aaf9673bfc593bdfd8d8\" tg-width=\"476\" tg-height=\"219\"><span>Source: Bain &amp; Company, ING Research</span></p>\n<p><b>Consumer electronics uses almost 75% of chip supplies</b></p>\n<p>In a digitalising world with fast-growing data volumes, various production sectors are increasingly dependent on chip supplies. Manufacturers of laptops and smartphones are obviously the largest consumers of chips, taking almost 75% of the pie. The remainder is delivered to the automotive sector, other manufacturers and infrastructure purposes. However, as we've just mentioned, with objects being increasingly connected and with more intelligence being built in, demand for semiconductors from all sides is on the rise.</p>\n<p><b>Consumer electronics by far the largest chip user</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfb51ca713018ea1885614dd617a09bf\" tg-width=\"476\" tg-height=\"219\"><span>Source: IC Insights, figures Dec. 2020 (300mm), Dec. 2019 (200mm)</span></p>\n<p><b>Automotive production takes a hit around the globe</b></p>\n<p>The automotive industry has been especially hit hard by the semiconductor shortage. This is partly due to the common just-in-time manufacturing strategy. When automotive production was down 40% in the early days of the pandemic, many orders for car parts including semiconductors were cancelled. As demand for semiconductors recovered more quickly than expected, the spare production capacity has been allocated away from clients in the industry.</p>\n<p>Carmakers seem to have overestimated availability. In the second half of 2020, manufacturers were struggling to get their hands on semiconductors Consequently, these manufacturers cut or suspended production at sites worldwide for short periods.</p>\n<p><b>Global car production at lower levels in 1Q 2021</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06ea47f72759ffb19c1896c47ec353e8\" tg-width=\"476\" tg-height=\"219\"><span>Source: IHS Markit</span></p>\n<p><b>Continuing chip shortage limits car production recovery in 2021</b></p>\n<p>Chip shortages led to around a million fewer cars being produced in the first quarter of 2021, according to IHS Market; that's some 5% of total production, and there were fewer cars being made than in the previous quarter. Compared with last year, global production is starting to recovery, but it's not easy to keep up with demand due to supply issues. Order books are full and lead times for new cars are up. We still expect global new car registrations to bounce back moderately, but recovery is expected to remain limited and we'll see just a few percentage points rise.</p>\n<p><b>Shortages add to disruptions felt by manufacturing countries</b></p>\n<p>In terms of impact, the disruption will be felt most in countries with a relatively large dependence on automotive manufacturing, such as Germany. Due to the popularity of lean manufacturing among automotive companies, production cuts will also be felt by automotive parts suppliers.</p>\n<p>Consumer electronics companies are also facing supply chain issues resulting from the semiconductor shortage, which will hit the likes of South Korea. However, this is partly a result of the strong performance of the historically high demand for consumer electronics. Compared to car makers, they seem to be in a better contractual position. Nevertheless, the industry would surely perform even better without the capacity constraints it's facing.</p>","source":"lsy1617971836454","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>Why Semiconductors Are As Scarce As Gold</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\">\nWhy Semiconductors Are As Scarce As Gold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 20:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://think.ing.com/articles/why-semiconductors-have-become-scarce-as-gold><strong>Think</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nA shortage of semiconductors is a continuing and major issue.\nThe squeezed market is forcing manufacturers to slow down, weighing on recovery.\nAnd ongoing strong demand keeps the pressure on....</p>\n\n<a href=\"https://think.ing.com/articles/why-semiconductors-have-become-scarce-as-gold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","SSNLF":"三星电子",".DJI":"道琼斯","QCOM":"高通",".IXIC":"NASDAQ Composite","TSM":"台积电",".SPX":"S&P 500 Index","00981":"中芯国际","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://think.ing.com/articles/why-semiconductors-have-become-scarce-as-gold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115040048","content_text":"Summary\n\nA shortage of semiconductors is a continuing and major issue.\nThe squeezed market is forcing manufacturers to slow down, weighing on recovery.\nAnd ongoing strong demand keeps the pressure on.\nA ramp-up of capital investment to boost production capacity helps, but it's going to take time before demand and supply are structurally in sync again.\n\nDemand and supply shocks squeeze chip markets\nComputer chips are in short supply due to a sudden spike in demand linked to Covid-19. This demand shock is primarily caused by consumers who can't splash the cash on services such as restaurants and travel and who are now spending more on consumer electronics. The strong demand for home office equipment and faster-than-expected recovery from other sectors are also not helping.\nOn top of that, 5G cellular networks are rolling out and there's a subsequent rise in demand for new compatible smartphones. While most semiconductor factories operate at maximum capacity, breakdowns at four Texas facilities due to extreme cold and a fire at a Renesas Naka factory north of Tokyo worsened the situation going into the second quarter.\nSuppliers of game consoles and smartphones are having real trouble meeting the demand for their products due to the semiconductor shortage. You can also see it in the automotive industry, where there've been production cuts and planned interruptions.\nStructural demand for chips is growing rapidly\nAlthough part of this demand shock is temporary, there's a structural dimension to rapidly expanding semiconductor usage. The market is expected to grow by double digits again in 2021, according to IC Insights. Many devices that used to be completely analogue are now digital and supported by integrated circuits. For example, smart thermostats or light bulbs compatible with home systems contain significant computational power to support their functionality as well as digital connectivity.\nCars and trucks also require an increasing number of semiconductors, thanks to the extension of integrated Advanced Driving Assistance Systems (ADAS) and board computers. The rise in the production of electric vehicles and future steps in autonomous driving will push demand up still further.\nSupply issues may spill into 2022\nCurrent lead times for chips can be as long as 26 weeks and up to a year for some specific variants. Recent incidents at facilities in the US and Japan put the lead times further under pressure. Despite significant planned investments in semiconductor production facilities, capacity will remain scarce well into the second half of 2021. Even if the acute shortage is resolved in the second half of the year, semi-conductor manufacturing lines will remain operating at near-full capacity in the coming years, making the industry sensitive to future supply shocks.\nCapital investment boost will raise capacity, but this takes time\nIn order to meet growing demand, chipmakers started to ramp up investments. The Taiwanese company, TSMC (TSM), is boosting capital expenditure from USD17 billion in 2020 to USD28 billion in 2021. On top of that, the company plans to invest still more, to the tune of some USD100 billion in the next three years, to grow capacity.\nSamsung (SSNLF) also plans to increase semiconductor-related capital expenditure by 20%, up to USD31 billion this year, and announced there’s more to follow. Although these soaring investments will let supply catch up, this takes time and won’t bring much relief this year. Remember, chip production machines have long lead times. In the meantime, we notice that chip manufactures are ending volume discounts and some are also raising prices.\nThe science bit\n\nChip production starts with wafers. A wafer (slice of semiconductor) acts as a substrate for microelectronic devices. Many so-called integrated circuits are printed on 200mm silicon wafers, being provided by silicon producers. Since the introduction of 300mm wafers in 2002, 200mm wafers were expected to phase out. Therefore, most investments in production capacity have been directed to production lines based on 300mm wafers.\nHowever, 200mm wafer-based production is technologically mature, offering relatively low development and production costs and very stable manufacturing processes. Therefore, many of the less-complex chips, such as sensors and transmitters and the more basic processing units, are still being developed based on this 200mm technology.\nThe rise of smart devices and the Internet of Things (IoT) causes an unanticipated rise in demand for 200mm production capacity, contributing to the shortage. Although fresh 200mm capacity is coming available in 2021, foundries may be a bit reluctant to invest in this slightly dated technology, since 300mm wafer-based production is still expected to take over once production costs are sufficiently low.\nThis means that supply is expected to remain weak compared to demand.\n\nMost wafer production capacity concentrated in Asia\nManufacturers of electronic devices generally outsource their semiconductor production partially to large so-called foundries such as TSMC, which produce wafers for third parties. Most installed wafer capacity (the capacity to process blank silicon wafers into chips) is based in Taiwan and South Korea. China and Japan also represent a significant share. Altogether 70-75% of supply is sourced from Asia.\nOnly a small portion is produced in Europe, making the continent dependent and sensitive to delivery issues. That’s why the EU aims to create more capacity in its own region, and the US also intends to ramp up chip production as part of President Biden’s recently announced stimulus plan.\nShare of installed wafer capacity per region\nSource: Bain & Company, ING Research\nConsumer electronics uses almost 75% of chip supplies\nIn a digitalising world with fast-growing data volumes, various production sectors are increasingly dependent on chip supplies. Manufacturers of laptops and smartphones are obviously the largest consumers of chips, taking almost 75% of the pie. The remainder is delivered to the automotive sector, other manufacturers and infrastructure purposes. However, as we've just mentioned, with objects being increasingly connected and with more intelligence being built in, demand for semiconductors from all sides is on the rise.\nConsumer electronics by far the largest chip user\nSource: IC Insights, figures Dec. 2020 (300mm), Dec. 2019 (200mm)\nAutomotive production takes a hit around the globe\nThe automotive industry has been especially hit hard by the semiconductor shortage. This is partly due to the common just-in-time manufacturing strategy. When automotive production was down 40% in the early days of the pandemic, many orders for car parts including semiconductors were cancelled. As demand for semiconductors recovered more quickly than expected, the spare production capacity has been allocated away from clients in the industry.\nCarmakers seem to have overestimated availability. In the second half of 2020, manufacturers were struggling to get their hands on semiconductors Consequently, these manufacturers cut or suspended production at sites worldwide for short periods.\nGlobal car production at lower levels in 1Q 2021\nSource: IHS Markit\nContinuing chip shortage limits car production recovery in 2021\nChip shortages led to around a million fewer cars being produced in the first quarter of 2021, according to IHS Market; that's some 5% of total production, and there were fewer cars being made than in the previous quarter. Compared with last year, global production is starting to recovery, but it's not easy to keep up with demand due to supply issues. Order books are full and lead times for new cars are up. We still expect global new car registrations to bounce back moderately, but recovery is expected to remain limited and we'll see just a few percentage points rise.\nShortages add to disruptions felt by manufacturing countries\nIn terms of impact, the disruption will be felt most in countries with a relatively large dependence on automotive manufacturing, such as Germany. Due to the popularity of lean manufacturing among automotive companies, production cuts will also be felt by automotive parts suppliers.\nConsumer electronics companies are also facing supply chain issues resulting from the semiconductor shortage, which will hit the likes of South Korea. However, this is partly a result of the strong performance of the historically high demand for consumer electronics. Compared to car makers, they seem to be in a better contractual position. Nevertheless, the industry would surely perform even better without the capacity constraints it's facing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148246971,"gmtCreate":1625982715493,"gmtModify":1631893324166,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Choices to make when wear and tear sets in","listText":"Choices to make when wear and tear sets in","text":"Choices to make when wear and tear sets in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/148246971","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162758419,"gmtCreate":1624077153831,"gmtModify":1634010972157,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"What goes down, let’s hope for the chance to rise up again especially for good companies [Bless]&nbsp;","listText":"What goes down, let’s hope for the chance to rise up again especially for good companies [Bless]&nbsp;","text":"What goes down, let’s hope for the chance to rise up again especially for good companies [Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/162758419","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","kind":"news","pubTimestamp":1624028454,"share":"https://www.laohu8.com/m/news/1119296361?lang=&edition=full","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p>\n<p>There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p>\n<p>After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p>\n<p>The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p>\n<p>Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p>\n<p>Until that changes, it will be hard for bank stocks to bounce back.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good ...</p>\n\n<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","C":"花旗","BAC":"美国银行","JPM":"摩根大通","MS":"摩根士丹利","GS":"高盛"},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138176419,"gmtCreate":1621921656431,"gmtModify":1634185463091,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"More choices for consumers [Wow]&nbsp;","listText":"More choices for consumers [Wow]&nbsp;","text":"More choices for consumers [Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/138176419","repostId":"1108214541","repostType":4,"repost":{"id":"1108214541","kind":"news","pubTimestamp":1621899183,"share":"https://www.laohu8.com/m/news/1108214541?lang=&edition=full","pubTime":"2021-05-25 07:33","market":"us","language":"en","title":"Amazon nears deal to buy MGM Studios for nearly $9 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1108214541","media":"cnbc","summary":"KEY POINTS\n\nAmazon is close to a deal to buy MGM Studios for between $8.5 billion and $9 billion, so","content":"<div>\n<p>KEY POINTS\n\nAmazon is close to a deal to buy MGM Studios for between $8.5 billion and $9 billion, sources say.\nIt would be Amazon’s biggest acquisition since it bought Whole Foods in 2017 for $13.7 ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/24/amazon-nears-deal-to-buy-mgm-for-nearly-9-billion.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Amazon nears deal to buy MGM Studios for nearly $9 billion</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 nears deal to buy MGM Studios for nearly $9 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 07:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/24/amazon-nears-deal-to-buy-mgm-for-nearly-9-billion.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nAmazon is close to a deal to buy MGM Studios for between $8.5 billion and $9 billion, sources say.\nIt would be Amazon’s biggest acquisition since it bought Whole Foods in 2017 for $13.7 ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/24/amazon-nears-deal-to-buy-mgm-for-nearly-9-billion.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/05/24/amazon-nears-deal-to-buy-mgm-for-nearly-9-billion.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1108214541","content_text":"KEY POINTS\n\nAmazon is close to a deal to buy MGM Studios for between $8.5 billion and $9 billion, sources say.\nIt would be Amazon’s biggest acquisition since it bought Whole Foods in 2017 for $13.7 billion.\nA transaction could be announced as soon as Tuesday, sources say.\n\nAmazonis nearing a deal to acquire MGM Studios, the co-owner of the James Bond franchise and other film and TV series, for between $8.5 billion and $9 billion, according to people familiar with the matter.\nThe deal is expected to be announced as soon as Tuesday. The people asked not to be named because the talks are private.\nIt would mark Amazon’s biggest acquisition since itbought Whole Foods in 2017 for $13.7 billion.\nThe Wall Street Journalreported earlier Mondaythat the deal could be announced this week.\nAmazon is interested in acquiring more TV and film content for its Prime Video service as it competes withNetflix,Disneyand other streaming video services. MGM is a natural fit for any streaming service because of its plethora of content.\nMGM, which is a private company,has been seeking a buyer for several years. Its owners include Anchorage Capital, Highland Capital Partners, Davidson, Kempner Capital Management, Solus Alternative Asset Management and Owl Creek Investments — funds that took control of the studio when it emerged from bankruptcy in 2010.\nMGM owns a number of famed movie and TV franchises, including Rocky, Legally Blonde, The Pink Panther and Stargate. It also owns a studio, which has made more current hit TV shows, including \"The Handmaid's Tale\" and \"Fargo.\"\nMGM owns a number of popular reality TV shows, including \"Shark Tank,\" \"Survivor,\" \"The Real Housewives\" series and \"The Voice.\"\nMGM also owns Epix, a premium pay-TV servicevalued at about $1.3 billionin 2017.\nMGM and Amazon representatives weren't immediately available to comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197573839,"gmtCreate":1621475991421,"gmtModify":1634188846352,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Both also like![Miser]&nbsp;","listText":"Both also like![Miser]&nbsp;","text":"Both also like![Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/197573839","repostId":"1189117782","repostType":4,"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373097376,"gmtCreate":1618800649895,"gmtModify":1634290832654,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Apple event! [Strong]&nbsp;","listText":"Apple event! [Strong]&nbsp;","text":"Apple event! [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/373097376","repostId":"1162662309","repostType":4,"repost":{"id":"1162662309","kind":"news","pubTimestamp":1618762645,"share":"https://www.laohu8.com/m/news/1162662309?lang=&edition=full","pubTime":"2021-04-19 00:17","market":"us","language":"en","title":"Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz","url":"https://stock-news.laohu8.com/highlight/detail?id=1162662309","media":"seekingalpha","summary":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify.Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across ","content":"<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson &amp; Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><b>Earnings spotlight:</b>&nbsp;Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson &amp; Johnson (JNJ), Procter &amp; Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&amp;T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><b>IPO watch:</b>&nbsp;IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><b>Apple event:</b>&nbsp;Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><b>Projected dividend increases (quarterly):</b>&nbsp;Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson &amp; Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><b>M&amp;A tidbits:</b>&nbsp;The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><b>ARK Invest watch:</b>&nbsp;Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><b>Corporate spotlight:</b>&nbsp;Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye &amp; Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><b>Conferences rundown:</b>&nbsp;Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP &amp; Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><b>Barron's mentions:</b>&nbsp;Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</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>Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz</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\">\nStocks To Watch: Apple Event, Disney Callout And Earnings Blitz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 00:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday ...</p>\n\n<a href=\"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162662309","content_text":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.Earnings spotlight: Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.IPO watch: IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.Apple event: Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.Projected dividend increases (quarterly): Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.M&A tidbits: The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.ARK Invest watch: Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.Corporate spotlight: Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.Conferences rundown: Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.Barron's mentions: Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312800220,"gmtCreate":1612079597260,"gmtModify":1703757671112,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[暗中观察]&nbsp;[美金]&nbsp;","listText":"[暗中观察]&nbsp;[美金]&nbsp;","text":"[暗中观察] [美金]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312800220","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889575462,"gmtCreate":1631164030256,"gmtModify":1631890264834,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Both also good companies[Victory]&nbsp;","listText":"Both also good companies[Victory]&nbsp;","text":"Both also good companies[Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/889575462","repostId":"1127517147","repostType":4,"repost":{"id":"1127517147","kind":"news","pubTimestamp":1631158589,"share":"https://www.laohu8.com/m/news/1127517147?lang=&edition=full","pubTime":"2021-09-09 11:36","market":"us","language":"en","title":"Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1127517147","media":"Seeking Alpha","summary":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure ser","content":"<p><b>Summary</b></p>\n<ul>\n <li>Microsoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.</li>\n <li>Although the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.</li>\n <li>The global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.</li>\n <li>In this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69eeb847ac2a68d9068ee3d90ae2ec5c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Chip Somodevilla/Getty Images News</span></p>\n<p><b>Introduction</b></p>\n<p>Microsoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60b929cfb3eb06a50b14a942b980bd8d\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p>\n<p>In the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab77f327d4b4f980b703dd05a727a8fd\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p>\n<p>Both Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as&nbsp;Amazon's lawsuit&nbsp;for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest&nbsp;to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7fd2cfae285856cb75e5ced740ef320\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Allied Market Research</span></p>\n<p>With massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.</p>\n<p>Over the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a47beb283bcc911ba9ad25c4c2c01f91\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.</p>\n<p><b>Comparative Financial Analysis: Microsoft vs. Amazon</b></p>\n<p>I think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d675b34f8dc1b88db5722fa7be591b9f\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.</p>\n<p>After receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ed96043009b5528ed09d4e736d1833d\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>At the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f27effc87360acc99c52dadd22af3\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef388b2cab13ed222ddf2ba53ad6067f\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>While Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:</p>\n<ol>\n <li>Amazon Web Services -&nbsp;Amazon: Here's What You Should Be Monitoring</li>\n <li>Digital Ads -&nbsp;Amazon: The 'Other' Segment May Be Worth More Than AWS</li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18e9ff96d611913db9e45fbff0cc34ab\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>Although Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68cf436c611eb187de68bf8802e73021\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.</p>\n<p>Evaluating the Fair Value And Expected Return of Microsoft And Amazon</p>\n<p>To find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li><p>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p></li>\n <li><p>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p></li>\n <li><p>In step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p></li>\n <li>In step 4, we account for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<table>\n <colgroup></colgroup>\n <tbody>\n  <tr>\n   <td><p>Microsoft</p></td>\n   <td><p>Amazon</p></td>\n  </tr>\n  <tr>\n   <td><p>Forward 12-month revenue [A]</p></td>\n   <td><p>$195 billion</p></td>\n   <td><p>$515 billion</p></td>\n  </tr>\n  <tr>\n   <td><p>Potential Free Cash Flow Margin [B]</p></td>\n   <td><p>35%</p></td>\n   <td><p>20%</p></td>\n  </tr>\n  <tr>\n   <td><p>Average diluted shares outstanding [C]</p></td>\n   <td><p>7.5 billion</p></td>\n   <td><p>525 million</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share [ D = (A * B) / C ]</p></td>\n   <td><p>$9.1</p></td>\n   <td><p>$196.19</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share growth rate</p></td>\n   <td><p>10%</p></td>\n   <td><p>12.5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Terminal growth rate</p></td>\n   <td><p>3%</p></td>\n   <td><p>3%</p></td>\n  </tr>\n  <tr>\n   <td><p>Years of elevated growth</p></td>\n   <td><p>10</p></td>\n   <td><p>10</p></td>\n  </tr>\n  <tr>\n   <td><p>Total years to stimulate</p></td>\n   <td><p>100</p></td>\n   <td><p>100</p></td>\n  </tr>\n  <tr>\n   <td><p>Discount Rate (Our \"Next Best Alternative\")</p></td>\n   <td><p>9.8%</p></td>\n   <td><p>9.8%</p></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Results:</b></p>\n<p>1) Microsoft:</p>\n<p><img src=\"https://static.tigerbbs.com/875546f4aabbb1e580dcc9610c18a5b9\" tg-width=\"604\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8861dcb9fc1fbcd858297426ec52eaf6\" tg-width=\"606\" tg-height=\"771\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p><b>2) Amazon:</b></p>\n<p><img src=\"https://static.tigerbbs.com/f8fb43ad416565a9768e919470e59bab\" tg-width=\"605\" tg-height=\"731\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a15de5a0494d4557b38c2290017588e9\" tg-width=\"609\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>Summary of Results:</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Current Price</b></td>\n   <td><b>Fair Value</b></td>\n   <td><b>Undervalued (-) or Overvalued (+)</b></td>\n   <td><b>2031 Share Price Target</b></td>\n   <td><b>Total Expected CAGR Return</b></td>\n   <td><b>Rating</b></td>\n  </tr>\n  <tr>\n   <td><b>Microsoft</b></td>\n   <td>$301</td>\n   <td>$295</td>\n   <td>+2.15%</td>\n   <td>$1101</td>\n   <td>14.71%</td>\n   <td><i>Modest Buy</i></td>\n  </tr>\n  <tr>\n   <td><b>Amazon</b></td>\n   <td>$3478</td>\n   <td>$6024</td>\n   <td>-42.27%</td>\n   <td>$22298</td>\n   <td>20.42%</td>\n   <td><i>Strong Buy</i></td>\n  </tr>\n </tbody>\n</table>\n<p>As you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.</p>\n<p>Key Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.</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 Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock</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 Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.\nAlthough the cloud wars are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127517147","content_text":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.\nAlthough the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.\nThe global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.\nIn this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.\n\nChip Somodevilla/Getty Images News\nIntroduction\nMicrosoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.\nSource: canalys.com\nIn the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.\nSource: canalys.com\nBoth Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as Amazon's lawsuit for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.\nSource: Allied Market Research\nWith massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.\nOver the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.\nSource: YCharts\nIn today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.\nComparative Financial Analysis: Microsoft vs. Amazon\nI think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.\nSource: YCharts\nIn essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.\nAfter receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.\nSource: YCharts\nAt the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.\nSource: YCharts\nIn terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.\nSource: YCharts\nWhile Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:\n\nAmazon Web Services - Amazon: Here's What You Should Be Monitoring\nDigital Ads - Amazon: The 'Other' Segment May Be Worth More Than AWS\n\nSource: YCharts\nAlthough Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.\nSource: YCharts\nIn summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.\nEvaluating the Fair Value And Expected Return of Microsoft And Amazon\nTo find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\nIn step 4, we account for dividends.\n\nAssumptions:\n\n\n\n\nMicrosoft\nAmazon\n\n\nForward 12-month revenue [A]\n$195 billion\n$515 billion\n\n\nPotential Free Cash Flow Margin [B]\n35%\n20%\n\n\nAverage diluted shares outstanding [C]\n7.5 billion\n525 million\n\n\nFree cash flow per share [ D = (A * B) / C ]\n$9.1\n$196.19\n\n\nFree cash flow per share growth rate\n10%\n12.5%\n\n\nTerminal growth rate\n3%\n3%\n\n\nYears of elevated growth\n10\n10\n\n\nTotal years to stimulate\n100\n100\n\n\nDiscount Rate (Our \"Next Best Alternative\")\n9.8%\n9.8%\n\n\n\nResults:\n1) Microsoft:\n\nSource: L.A. Stevens Valuation Model\n2) Amazon:\n\nSource: L.A. Stevens Valuation Model\nSummary of Results:\n\n\n\nCurrent Price\nFair Value\nUndervalued (-) or Overvalued (+)\n2031 Share Price Target\nTotal Expected CAGR Return\nRating\n\n\nMicrosoft\n$301\n$295\n+2.15%\n$1101\n14.71%\nModest Buy\n\n\nAmazon\n$3478\n$6024\n-42.27%\n$22298\n20.42%\nStrong Buy\n\n\n\nAs you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.\nKey Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}