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nywles
09-23 23:24
$BABA 20261120 140.0 CALL$
nywles
09-22
$Palantir Technologies Inc.(PLTR)$
nywles
09-17
$Palantir Technologies Inc.(PLTR)$
nywles
09-08
$Stoneweg EUTrust EUR(SET.SI)$
nywles
09-04
$Palantir Technologies Inc.(PLTR)$
nywles
08-24
$Palantir Technologies Inc.(PLTR)$
nywles
08-17
$MSCI 20260821 530.0 PUT$
nywles
08-17
$Stoneweg EUTrust EUR(SET.SI)$
nywles
08-17
$Stoneweg EUTrust EUR(SET.SI)$
nywles
08-10
$COIN 20260814 220.0 CALL$
nywles
08-10
$Palantir Technologies Inc.(PLTR)$
nywles
08-03
$Palantir Technologies Inc.(PLTR)$
nywles
08-03
$COIN 20260814 220.0 CALL$
nywles
07-28
$MSCI 20260821 530.0 PUT$
nywles
07-28
$MSCI 20260821 530.0 PUT$
nywles
07-27
$Palantir Technologies Inc.(PLTR)$
nywles
07-23
$RIVN 20260724 17.5 CALL$
nywles
07-21
$Intel(INTC)$
nywles
07-20
$Wilmar Intl(F34.SI)$
nywles
07-15
$COIN 20260717 220.0 CALL$
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Crossing my fingers","images":[{"img":"https://community-static.tradeup.com/news/cd7dc1a4c2f675f978390a5dfb55863a","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":78,"commentSize":2,"repostSize":463,"link":"https://ttm.financial/post/345258984558792","isVote":1,"tweetType":1,"viewCount":13813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":610949347525456,"gmtCreate":1790177097355,"gmtModify":1790178487941,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20261120 140.0 CALL\">$BABA 20261120 140.0 CALL$ </a> ","listText":"<a href=\"https://ttm.financial/OPT/BABA 20261120 140.0 CALL\">$BABA 20261120 140.0 CALL$ </a> ","text":"$BABA 20261120 140.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/8bd5cbf52d8c4eebe655bb87b34a658b","width":"1022","height":"1485"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/610949347525456","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":348839738056856,"gmtCreate":1726184414589,"gmtModify":1726184416676,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"title":"","htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348839738056856","repostId":"2467734673","repostType":2,"repost":{"id":"2467734673","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726182900,"share":"https://ttm.financial/m/news/2467734673?lang=en_US&edition=fundamental","pubTime":"2024-09-13 07:15","market":"us","language":"en","title":"RH Stock Surges 18% After Retailer Gives Update About Demand for Its Home Wares","url":"https://stock-news.laohu8.com/highlight/detail?id=2467734673","media":"Dow Jones","summary":"RH Tops Wall Street Expectations for Its Second Quarter","content":"<html><head></head><body><p>'We expect our demand trends to accelerate throughout fiscal 2024 and into 2025,' RH tells investors</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1695d9116c2c59bfd9bf3183a48e7f6f\" alt=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" title=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" tg-width=\"689\" tg-height=\"457\"/><span>An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.</span></p><p>Shares of RH, formerly known as Restoration Hardware, jumped more than 18% in the extended session Thursday, after the retailer said it continues to see healthy demand for its furniture and home furnishings, and reported a quarterly earnings beat.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d36437f232e7c2fae658e2744e05274c\" tg-width=\"877\" tg-height=\"626\"/></p><p>Demand for its products was up 7% in the second quarter, RH said, and has continued to climb ever since, "gaining momentum" each month with July up 10%, Chief Executive Gary Friedman said in a letter to shareholders.</p><p>Demand sped up into the third quarter, with August up 12% and with RH enjoying positive margins "despite operating in the most challenging housing market in three decades," Friedman wrote.</p><p>In the letter, Friedman said while "aggressively investing into a downturn" put pressure on short-term results, it has set up the company "to capitalize on the long-term opportunities that present themselves during times of disruption and dislocation."</p><p>RH's rising demand shows that it is the best-positioned brand in the industry to benefit from a housing-market rebound once interest rates fall and home prices "reset lower," the famously prolific CEO said.</p><p>See also: Williams-Sonoma's revenue falls short of estimates and retailer trims guidance</p><p>RH earned $29 million, or $1.45 a share, in the second quarter, compared with $76.5 million, or $3.36 a share, in the year-ago period. Adjusted for one-time items, it earned $1.69 a share.</p><p>Sales rose to $829.7 million, from $800.5 million a year ago.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $1.56 a share on sales of $825 million.</p><p>RH tweaked its outlook lower for the year, however. Market conditions are likely to "remain challenging" until interest rates ease and the housing market begins to rebound.</p><p>Demand trends are likely to accelerate throughout fiscal 2024 and into 2025, but revenue is expected to lag that demand during the year, the company said.</p><p>It guided for fiscal 2024 demand in the range of 8% to 10%, and revenue growth in the range of 5% to 7%. When RH reported first-quarter results in June, it called for demand growth in the range of 12% to 14% and revenue growth of 8% to 10% for the year.</p><p>For the fiscal third quarter, it forecast demand growth in the range of 12% to 14% and revenue growth in the range of 7% to 9%.</p><p>Shares of RH have dropped 12% this year, contrasting with an advance of around 17% for the S&P 500 index.</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>RH Stock Surges 18% After Retailer Gives Update About Demand for Its Home Wares</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\">\nRH Stock Surges 18% After Retailer Gives Update About Demand for Its Home Wares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-13 07:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>'We expect our demand trends to accelerate throughout fiscal 2024 and into 2025,' RH tells investors</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1695d9116c2c59bfd9bf3183a48e7f6f\" alt=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" title=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" tg-width=\"689\" tg-height=\"457\"/><span>An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.</span></p><p>Shares of RH, formerly known as Restoration Hardware, jumped more than 18% in the extended session Thursday, after the retailer said it continues to see healthy demand for its furniture and home furnishings, and reported a quarterly earnings beat.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d36437f232e7c2fae658e2744e05274c\" tg-width=\"877\" tg-height=\"626\"/></p><p>Demand for its products was up 7% in the second quarter, RH said, and has continued to climb ever since, "gaining momentum" each month with July up 10%, Chief Executive Gary Friedman said in a letter to shareholders.</p><p>Demand sped up into the third quarter, with August up 12% and with RH enjoying positive margins "despite operating in the most challenging housing market in three decades," Friedman wrote.</p><p>In the letter, Friedman said while "aggressively investing into a downturn" put pressure on short-term results, it has set up the company "to capitalize on the long-term opportunities that present themselves during times of disruption and dislocation."</p><p>RH's rising demand shows that it is the best-positioned brand in the industry to benefit from a housing-market rebound once interest rates fall and home prices "reset lower," the famously prolific CEO said.</p><p>See also: Williams-Sonoma's revenue falls short of estimates and retailer trims guidance</p><p>RH earned $29 million, or $1.45 a share, in the second quarter, compared with $76.5 million, or $3.36 a share, in the year-ago period. Adjusted for one-time items, it earned $1.69 a share.</p><p>Sales rose to $829.7 million, from $800.5 million a year ago.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $1.56 a share on sales of $825 million.</p><p>RH tweaked its outlook lower for the year, however. Market conditions are likely to "remain challenging" until interest rates ease and the housing market begins to rebound.</p><p>Demand trends are likely to accelerate throughout fiscal 2024 and into 2025, but revenue is expected to lag that demand during the year, the company said.</p><p>It guided for fiscal 2024 demand in the range of 8% to 10%, and revenue growth in the range of 5% to 7%. When RH reported first-quarter results in June, it called for demand growth in the range of 12% to 14% and revenue growth of 8% to 10% for the year.</p><p>For the fiscal third quarter, it forecast demand growth in the range of 12% to 14% and revenue growth in the range of 7% to 9%.</p><p>Shares of RH have dropped 12% this year, contrasting with an advance of around 17% for the S&P 500 index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4178":"家庭装饰零售","BK4588":"碎股","BK4559":"巴菲特持仓","BK4585":"ETF&股票定投概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2467734673","content_text":"'We expect our demand trends to accelerate throughout fiscal 2024 and into 2025,' RH tells investorsAn RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.Shares of RH, formerly known as Restoration Hardware, jumped more than 18% in the extended session Thursday, after the retailer said it continues to see healthy demand for its furniture and home furnishings, and reported a quarterly earnings beat.Demand for its products was up 7% in the second quarter, RH said, and has continued to climb ever since, \"gaining momentum\" each month with July up 10%, Chief Executive Gary Friedman said in a letter to shareholders.Demand sped up into the third quarter, with August up 12% and with RH enjoying positive margins \"despite operating in the most challenging housing market in three decades,\" Friedman wrote.In the letter, Friedman said while \"aggressively investing into a downturn\" put pressure on short-term results, it has set up the company \"to capitalize on the long-term opportunities that present themselves during times of disruption and dislocation.\"RH's rising demand shows that it is the best-positioned brand in the industry to benefit from a housing-market rebound once interest rates fall and home prices \"reset lower,\" the famously prolific CEO said.See also: Williams-Sonoma's revenue falls short of estimates and retailer trims guidanceRH earned $29 million, or $1.45 a share, in the second quarter, compared with $76.5 million, or $3.36 a share, in the year-ago period. Adjusted for one-time items, it earned $1.69 a share.Sales rose to $829.7 million, from $800.5 million a year ago.Analysts polled by FactSet expected the company to report adjusted earnings of $1.56 a share on sales of $825 million.RH tweaked its outlook lower for the year, however. Market conditions are likely to \"remain challenging\" until interest rates ease and the housing market begins to rebound.Demand trends are likely to accelerate throughout fiscal 2024 and into 2025, but revenue is expected to lag that demand during the year, the company said.It guided for fiscal 2024 demand in the range of 8% to 10%, and revenue growth in the range of 5% to 7%. When RH reported first-quarter results in June, it called for demand growth in the range of 12% to 14% and revenue growth of 8% to 10% for the year.For the fiscal third quarter, it forecast demand growth in the range of 12% to 14% and revenue growth in the range of 7% to 9%.Shares of RH have dropped 12% this year, contrasting with an advance of around 17% for the S&P 500 index.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290472217657536,"gmtCreate":1711922699365,"gmtModify":1711922701193,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"title":"","htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290472217657536","repostId":"2423641142","repostType":2,"repost":{"id":"2423641142","kind":"highlight","pubTimestamp":1711875947,"share":"https://ttm.financial/m/news/2423641142?lang=en_US&edition=fundamental","pubTime":"2024-03-31 17:05","market":"us","language":"en","title":"AMD Stock Is Down 15% From Its 52-Week Highs, and Here's Why You Should Buy It","url":"https://stock-news.laohu8.com/highlight/detail?id=2423641142","media":"Motley Fool","summary":"AMD's downturn shouldn't last long thanks to multiple AI-related catalysts.","content":"<div>\n<p>AI will be a tailwind for AMD on multiple fronts and could help the company exceed Wall Street's expectations.The stock is relatively cheaper now following its pullback.Advanced Micro Devices stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/29/amd-stock-down-from-52-week-high-why-buy/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock Is Down 15% From Its 52-Week Highs, and Here's Why You Should Buy 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; 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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\">\nAMD Stock Is Down 15% From Its 52-Week Highs, and Here's Why You Should Buy It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-31 17:05 GMT+8 <a href=https://www.fool.com/investing/2024/03/29/amd-stock-down-from-52-week-high-why-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI will be a tailwind for AMD on multiple fronts and could help the company exceed Wall Street's expectations.The stock is relatively cheaper now following its pullback.Advanced Micro Devices stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/29/amd-stock-down-from-52-week-high-why-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4566":"资本集团","BK4575":"芯片概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","BK4535":"淡马锡持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4515":"5G概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4579":"人工智能","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0109392836.USD":"富兰克林科技股A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4588":"碎股","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4573":"虚拟现实","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","AMD":"美国超微公司","BK4532":"文艺复兴科技持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4512":"苹果概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4527":"明星科技股","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4585":"ETF&股票定投概念","BK4141":"半导体产品"},"source_url":"https://www.fool.com/investing/2024/03/29/amd-stock-down-from-52-week-high-why-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423641142","content_text":"AI will be a tailwind for AMD on multiple fronts and could help the company exceed Wall Street's expectations.The stock is relatively cheaper now following its pullback.Advanced Micro Devices stock price hit a 52-week high on March 8, but shares of the chipmaker have pulled back more than 15% since then, even though there has been no notable company-specific development in the interim.Of course, reports that China is reportedly planning to replace chips made by AMD and Intel from Chinese government servers and personal computers (PCs) did weigh briefly on the stock price, but even that shouldn't be a big problem for AMD in the long run. Here's why.Sanctions in China shouldn't be much of a trouble for AMDAMD reportedly gets 15% of its total revenue from selling its chips to China. So, any sanctions on sales of its chips in that country may have an impact on AMD's financials. However, the dynamics of the semiconductor market are such that even if AMD is unable to sell its chips in China, it will have other avenues to sell them.For instance, sales of both servers and PCs are expected to grow strongly across the globe thanks to the adoption of artificial intelligence (AI). Sales of PCs fell just 2.7% year over year in the fourth quarter of 2023 as compared to the 14% drop for the entire year. The market is set to witness a turnaround in 2024, driven by a new refresh cycle in the enterprise and education markets, as well as the arrival of AI-enabled PCs.Market research firm Canalys estimates that 48 million AI PCs could be shipped this year, accounting for 18% of the overall market. What's more, shipments of AI PCs could grow at an annual rate of 44% through 2028 and account for 70% of the overall market. Canalys also points out that AI PCs are likely to command a 10% to 15% premium as compared to traditional machines.AMD, therefore, has an opportunity to boost both its volumes and average selling price (ASP) of central processing units (CPUs). It is also worth noting that AMD has been taking share from Intel in the PC market. The company controlled 20.2% of the client CPU market in the fourth quarter of 2023, up from 17.1% in the year-ago period, as per Mercury Research.Mercury Research attributed the share gains to AMD's early move into the market for AI PCs with its Ryzen 7040 processor. Meanwhile, AMD claims that its CPUs are powering over 90% of AI PCs currently in the market. So, the stronger demand for AI PCs is going to give AMD's client processor business a nice shot in the arm.Something similar is likely to unfold in the server CPU and GPU (graphics processing unit) markets. AMD finished 2023 with 23% of the server CPU market under its control, up from 17.6% in the year-ago period. AMD CEO Lisa Su remarked on the latest earnings conference call that the company is witnessing \"robust demand for EPYC server CPUs across cloud, enterprise, and AI customers.\"AMD also added that \"a growing number of customers are adopting EPYC CPUs for inferencing workloads.\" The good part is that AMD's server CPU momentum is here to stay, as the market for AI servers is predicted to clock 26% annual growth through 2029. On the other hand, AMD saw stronger-than-expected demand for its AI GPUs as well.AMD increased its full-year revenue forecast from data center GPUs to $3.5 billion from the earlier estimate of $2 billion. However, management made it clear on the earnings call that it could very well exceed that mark because of an improving supply chain that will help it meet additional demand. All this indicates that AMD is well-placed to trump analysts' expectations in the coming quarters.AMD could surprise investors with stronger-than-expected growthWhen AMD released fourth-quarter 2023 results on Jan. 30, 2024, the company guided for $5.4 billion in revenue for the first quarter of 2024 at the midpoint. That would be nearly flat from the prior-year period's revenue of $5.35 billion. Additionally, AMD's non-GAAP (generally accepted accounting principles) gross margin guidance of 52% for the current quarter would be a slight improvement over the year-ago quarter's reading of 50%.AMD's revenue and earnings, therefore, could increase slightly in Q1. Analysts, however, expect AMD to post $5 billion in quarterly revenue, which is lower than what the company has guided for. Additionally, consensus estimates forecast a decline in AMD's earnings to $0.55 per share from $0.60 per share in the year-ago period.However, there is a solid chance that AMD could beat the market's expectations by a big margin because of the multiple AI-related tailwinds discussed above. The good part is that AMD's pullback has made the stock cheaper than before. This is evident from the chart:AMD PE Ratio (Forward) data by YChartsAMD is now trading at 49 times forward earnings and has a price-to-sales ratio of less than 13. It was trading at more than 57 times forward earnings and 15 times sales earlier this month. Savvy investors can consider using this drop to accumulate AMD stock as the above-mentioned growth drivers could help it regain its mojo, and the turnaround could begin as soon as next month when it releases its first-quarter 2024 results.","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290472530252040,"gmtCreate":1711922691096,"gmtModify":1711922693068,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"title":"","htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290472530252040","repostId":"1152246768","repostType":2,"repost":{"id":"1152246768","kind":"news","weMediaInfo":{"introduction":"Everything can be ETF","home_visible":1,"media_name":"ETF Insight","id":"1070810721","head_image":"https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179"},"pubTimestamp":1711884341,"share":"https://ttm.financial/m/news/1152246768?lang=en_US&edition=fundamental","pubTime":"2024-03-31 19:25","market":"sh","language":"en","title":"S&P 500 Investment Insights: Wall Street Predicts 'Epic' Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1152246768","media":"ETF Insight","summary":"Wall Street Predicts \"Epic\" Bull Run, Analyzes Investment Opportunities in the S&P 500 IndexThe $Standard(SMP)$ & Poor's 500 Index has been soaring this year, breaking through the 5,200-point mileston","content":"<html><head></head><body><p>Wall Street Predicts "Epic" Bull Run, Analyzes Investment Opportunities in the S&P 500 Index</p><p>The <a href=\"https://laohu8.com/S/SMP\">Standard</a> & Poor's 500 Index has been soaring this year, breaking through the 5,200-point milestone last week. The recent rebound has been propelled by signals of Fed rate cuts. This move signals the end of the Fed's most aggressive rate-hiking cycle and boosts corporate profit growth.</p><p>As a result, Wall Street analysts are even more bullish on the <a href=\"https://laohu8.com/S/SMP\">Standard</a> & Poor's 500 Index. To seize this opportunity, investors should bet on ETFs tracking the S&P 500 Index. These include the SPDR S&P 500 ETF Trust (SPY), iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), SPDR Portfolio S&P 500 ETF (SPLG), and <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Top 50 ETF (XLG).</p><p>In the recent meeting, the Fed maintained interest rates steady in the range of 5.25% to 5.50% and hinted at three rate cuts this year, citing expanded economic activity, alleviated inflation, but rising inflation. According to the FedWatch indicator by CME Group, futures markets priced in nearly a 75% likelihood of the first rate cut at the June 11-12 meeting.</p><p>Lower rates typically reduce borrowing costs, helping businesses expand operations more easily and enhance profitability. This, in turn, will stimulate economic growth and boost the stock market.</p><p>Bullish Outlook</p><p>The dovish stance of the Fed, coupled with the artificial intelligence frenzy, has prompted Wall Street analysts to raise their target prices for the S&P 500 Index. Societe Generale raised its target price from 4,750 points to 5,500 points, marking the new largest bull market on Wall Street. Societe Generale stated, "The <a href=\"https://laohu8.com/S/AFG\">American</a> exceptionalism thesis is continuously strengthening." This exceptionalism thesis refers to the unique driver that has kept the US stock market ahead of its peers over the past forty years and is expected to continue driving profits for more and more large-cap stocks.</p><p>Wall Street's bullish research reports are becoming increasingly aggressive, with <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> recently releasing a report stating that this long-term bull market in the US stock market is entering its 11th year and, more importantly, the institution emphasizes that from a technical analysis perspective, the benchmark US stock index—the S&P 500 Index—is expected to continue its strong upward trend in the coming years, thus fully extending the trend of the "epic bull run".</p><p>As the S&P 500 Index continues to hit new all-time highs this year, strategists at <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> suggest that from a technical trend perspective of the stock market bull run, this current round of the US stock market could be considered an epic "bull run" that is expected to continue until around 2030, and they predict that the S&P 500 Index could rise to 7,000 points by the end of 2026 (as of Monday's close, the S&P 500 Index closed at 5,218.19 points).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52a4b53d2146d5efbbac0bba55b08387\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>SPDR S&P 500 ETF Trust (SPY)</p><p>The SPDR S&P 500 ETF Trust tracks the S&P 500 Index, holding 503 stocks in its basket, with no single stock accounting for more than 7.2% of assets. The SPDR S&P 500 ETF Trust focuses on the information technology sector, followed closely by double-digit allocations to the financial, healthcare, and non-essential consumer goods sectors.</p><p>The SPDR S&P 500 ETF Trust charges investors an annual fee of 9 basis points and has a daily average trading volume of 67 million shares. Its assets under management amount to $524.8 billion.</p><p>iShares Core S&P 500 ETF (IVV)</p><p>The iShares Core S&P 500 ETF has assets under management of $449.9 billion, much smaller than SPY, with poorer liquidity, with a daily average trading volume of 5 million shares. It charges only 3 basis points in annual fees, 6 basis points lower than the products of the $DWS(<a href=\"https://laohu8.com/S/DWS.AU\">DWS</a>.AU)$ Bank.</p><p>Vanguard S&P 500 ETF (VOO)</p><p>The Vanguard S&P 500 ETF also directly tracks the S&P 500 Index, holding 503 stocks in its basket. It has accumulated assets of $432 billion and charges investors 3 basis points in annual fees. The Vanguard S&P 500 ETF has a daily average trading volume of 5 million shares.</p><p>SPDR Portfolio S&P 500 ETF (SPLG)</p><p>The SPDR Portfolio S&P 500 ETF tracks the S&P 500 Index, holding 503 stocks in its basket, with an expense ratio of 0.02%. The company has accumulated assets of $33.1 billion, with an average daily trading volume of 8 million shares.</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Top 50 ETF (XLG)</p><p>The Invesco S&P 500 Top 50 ETF follows the S&P 500 Top 50 ETF Index, which measures the market-weighted performance of the 50 largest companies in the S&P 500 Index, reflecting the performance of US mega-cap stocks. The Invesco S&P 500 Top 50 ETF has managed assets worth $4.1 billion but has an average daily trading volume of approximately 1.2 million shares. XLG charges an annual fee of 20 basis points.</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>S&P 500 Investment Insights: Wall Street Predicts 'Epic' Bull Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Investment Insights: Wall Street Predicts 'Epic' Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1070810721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF Insight </p>\n<p class=\"h-time\">2024-03-31 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street Predicts "Epic" Bull Run, Analyzes Investment Opportunities in the S&P 500 Index</p><p>The <a href=\"https://laohu8.com/S/SMP\">Standard</a> & Poor's 500 Index has been soaring this year, breaking through the 5,200-point milestone last week. The recent rebound has been propelled by signals of Fed rate cuts. This move signals the end of the Fed's most aggressive rate-hiking cycle and boosts corporate profit growth.</p><p>As a result, Wall Street analysts are even more bullish on the <a href=\"https://laohu8.com/S/SMP\">Standard</a> & Poor's 500 Index. To seize this opportunity, investors should bet on ETFs tracking the S&P 500 Index. These include the SPDR S&P 500 ETF Trust (SPY), iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), SPDR Portfolio S&P 500 ETF (SPLG), and <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Top 50 ETF (XLG).</p><p>In the recent meeting, the Fed maintained interest rates steady in the range of 5.25% to 5.50% and hinted at three rate cuts this year, citing expanded economic activity, alleviated inflation, but rising inflation. According to the FedWatch indicator by CME Group, futures markets priced in nearly a 75% likelihood of the first rate cut at the June 11-12 meeting.</p><p>Lower rates typically reduce borrowing costs, helping businesses expand operations more easily and enhance profitability. This, in turn, will stimulate economic growth and boost the stock market.</p><p>Bullish Outlook</p><p>The dovish stance of the Fed, coupled with the artificial intelligence frenzy, has prompted Wall Street analysts to raise their target prices for the S&P 500 Index. Societe Generale raised its target price from 4,750 points to 5,500 points, marking the new largest bull market on Wall Street. Societe Generale stated, "The <a href=\"https://laohu8.com/S/AFG\">American</a> exceptionalism thesis is continuously strengthening." This exceptionalism thesis refers to the unique driver that has kept the US stock market ahead of its peers over the past forty years and is expected to continue driving profits for more and more large-cap stocks.</p><p>Wall Street's bullish research reports are becoming increasingly aggressive, with <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> recently releasing a report stating that this long-term bull market in the US stock market is entering its 11th year and, more importantly, the institution emphasizes that from a technical analysis perspective, the benchmark US stock index—the S&P 500 Index—is expected to continue its strong upward trend in the coming years, thus fully extending the trend of the "epic bull run".</p><p>As the S&P 500 Index continues to hit new all-time highs this year, strategists at <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> suggest that from a technical trend perspective of the stock market bull run, this current round of the US stock market could be considered an epic "bull run" that is expected to continue until around 2030, and they predict that the S&P 500 Index could rise to 7,000 points by the end of 2026 (as of Monday's close, the S&P 500 Index closed at 5,218.19 points).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52a4b53d2146d5efbbac0bba55b08387\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>SPDR S&P 500 ETF Trust (SPY)</p><p>The SPDR S&P 500 ETF Trust tracks the S&P 500 Index, holding 503 stocks in its basket, with no single stock accounting for more than 7.2% of assets. The SPDR S&P 500 ETF Trust focuses on the information technology sector, followed closely by double-digit allocations to the financial, healthcare, and non-essential consumer goods sectors.</p><p>The SPDR S&P 500 ETF Trust charges investors an annual fee of 9 basis points and has a daily average trading volume of 67 million shares. Its assets under management amount to $524.8 billion.</p><p>iShares Core S&P 500 ETF (IVV)</p><p>The iShares Core S&P 500 ETF has assets under management of $449.9 billion, much smaller than SPY, with poorer liquidity, with a daily average trading volume of 5 million shares. It charges only 3 basis points in annual fees, 6 basis points lower than the products of the $DWS(<a href=\"https://laohu8.com/S/DWS.AU\">DWS</a>.AU)$ Bank.</p><p>Vanguard S&P 500 ETF (VOO)</p><p>The Vanguard S&P 500 ETF also directly tracks the S&P 500 Index, holding 503 stocks in its basket. It has accumulated assets of $432 billion and charges investors 3 basis points in annual fees. The Vanguard S&P 500 ETF has a daily average trading volume of 5 million shares.</p><p>SPDR Portfolio S&P 500 ETF (SPLG)</p><p>The SPDR Portfolio S&P 500 ETF tracks the S&P 500 Index, holding 503 stocks in its basket, with an expense ratio of 0.02%. The company has accumulated assets of $33.1 billion, with an average daily trading volume of 8 million shares.</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Top 50 ETF (XLG)</p><p>The Invesco S&P 500 Top 50 ETF follows the S&P 500 Top 50 ETF Index, which measures the market-weighted performance of the 50 largest companies in the S&P 500 Index, reflecting the performance of US mega-cap stocks. The Invesco S&P 500 Top 50 ETF has managed assets worth $4.1 billion but has an average daily trading volume of approximately 1.2 million shares. XLG charges an annual fee of 20 basis points.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","VOO":"Vanguard标普500ETF","SPY":"标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152246768","content_text":"Wall Street Predicts \"Epic\" Bull Run, Analyzes Investment Opportunities in the S&P 500 IndexThe Standard & Poor's 500 Index has been soaring this year, breaking through the 5,200-point milestone last week. The recent rebound has been propelled by signals of Fed rate cuts. This move signals the end of the Fed's most aggressive rate-hiking cycle and boosts corporate profit growth.As a result, Wall Street analysts are even more bullish on the Standard & Poor's 500 Index. To seize this opportunity, investors should bet on ETFs tracking the S&P 500 Index. These include the SPDR S&P 500 ETF Trust (SPY), iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), SPDR Portfolio S&P 500 ETF (SPLG), and Invesco S&P 500 Top 50 ETF (XLG).In the recent meeting, the Fed maintained interest rates steady in the range of 5.25% to 5.50% and hinted at three rate cuts this year, citing expanded economic activity, alleviated inflation, but rising inflation. According to the FedWatch indicator by CME Group, futures markets priced in nearly a 75% likelihood of the first rate cut at the June 11-12 meeting.Lower rates typically reduce borrowing costs, helping businesses expand operations more easily and enhance profitability. This, in turn, will stimulate economic growth and boost the stock market.Bullish OutlookThe dovish stance of the Fed, coupled with the artificial intelligence frenzy, has prompted Wall Street analysts to raise their target prices for the S&P 500 Index. Societe Generale raised its target price from 4,750 points to 5,500 points, marking the new largest bull market on Wall Street. Societe Generale stated, \"The American exceptionalism thesis is continuously strengthening.\" This exceptionalism thesis refers to the unique driver that has kept the US stock market ahead of its peers over the past forty years and is expected to continue driving profits for more and more large-cap stocks.Wall Street's bullish research reports are becoming increasingly aggressive, with Bank of America recently releasing a report stating that this long-term bull market in the US stock market is entering its 11th year and, more importantly, the institution emphasizes that from a technical analysis perspective, the benchmark US stock index—the S&P 500 Index—is expected to continue its strong upward trend in the coming years, thus fully extending the trend of the \"epic bull run\".As the S&P 500 Index continues to hit new all-time highs this year, strategists at Bank of America suggest that from a technical trend perspective of the stock market bull run, this current round of the US stock market could be considered an epic \"bull run\" that is expected to continue until around 2030, and they predict that the S&P 500 Index could rise to 7,000 points by the end of 2026 (as of Monday's close, the S&P 500 Index closed at 5,218.19 points).SPDR S&P 500 ETF Trust (SPY)The SPDR S&P 500 ETF Trust tracks the S&P 500 Index, holding 503 stocks in its basket, with no single stock accounting for more than 7.2% of assets. The SPDR S&P 500 ETF Trust focuses on the information technology sector, followed closely by double-digit allocations to the financial, healthcare, and non-essential consumer goods sectors.The SPDR S&P 500 ETF Trust charges investors an annual fee of 9 basis points and has a daily average trading volume of 67 million shares. Its assets under management amount to $524.8 billion.iShares Core S&P 500 ETF (IVV)The iShares Core S&P 500 ETF has assets under management of $449.9 billion, much smaller than SPY, with poorer liquidity, with a daily average trading volume of 5 million shares. It charges only 3 basis points in annual fees, 6 basis points lower than the products of the $DWS(DWS.AU)$ Bank.Vanguard S&P 500 ETF (VOO)The Vanguard S&P 500 ETF also directly tracks the S&P 500 Index, holding 503 stocks in its basket. It has accumulated assets of $432 billion and charges investors 3 basis points in annual fees. The Vanguard S&P 500 ETF has a daily average trading volume of 5 million shares.SPDR Portfolio S&P 500 ETF (SPLG)The SPDR Portfolio S&P 500 ETF tracks the S&P 500 Index, holding 503 stocks in its basket, with an expense ratio of 0.02%. The company has accumulated assets of $33.1 billion, with an average daily trading volume of 8 million shares.Invesco S&P 500 Top 50 ETF (XLG)The Invesco S&P 500 Top 50 ETF follows the S&P 500 Top 50 ETF Index, which measures the market-weighted performance of the 50 largest companies in the S&P 500 Index, reflecting the performance of US mega-cap stocks. The Invesco S&P 500 Top 50 ETF has managed assets worth $4.1 billion but has an average daily trading volume of approximately 1.2 million shares. XLG charges an annual fee of 20 basis points.","news_type":1,"symbols_score_info":{"IVV":1.1,"VOO":1.1,"SPY":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":2772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233693877756024,"gmtCreate":1698083189181,"gmtModify":1698083193760,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"title":"","htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233693877756024","repostId":"2377209638","repostType":2,"repost":{"id":"2377209638","kind":"highlight","pubTimestamp":1698075043,"share":"https://ttm.financial/m/news/2377209638?lang=en_US&edition=fundamental","pubTime":"2023-10-23 23:30","market":"us","language":"en","title":"Palantir Stock Forecast: A Bear Takes a Second Look","url":"https://stock-news.laohu8.com/highlight/detail?id=2377209638","media":"InvestorPlace","summary":"Even the most bearish investors on a given stock should look at the bright side, and I'm doing that with PLTR stock today.","content":"<div>\n<p>Palantir Technologies (PLTR) has skyrocketed in 2023, leading to many a bullish take on the stock.In a tech-driven era, Palantir stands out as a game-changer, fusing innovation with strategic vision....</p>\n\n<a href=\"https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Forecast: A Bear Takes a Second Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Forecast: A Bear Takes a Second Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-23 23:30 GMT+8 <a href=https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) has skyrocketed in 2023, leading to many a bullish take on the stock.In a tech-driven era, Palantir stands out as a game-changer, fusing innovation with strategic vision....</p>\n\n<a href=\"https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2377209638","content_text":"Palantir Technologies (PLTR) has skyrocketed in 2023, leading to many a bullish take on the stock.In a tech-driven era, Palantir stands out as a game-changer, fusing innovation with strategic vision.Palantir’s path goes beyond finances, with transformative collaborations like a pending NHS contract and a $250 million deal with the U.S. Defense Department.I’ve taken a generally bearish stance on Palantir Technologies (NYSE: PLTR) for quite some time now. That’s generally due to various fundamental concerns I have with the company, as well as questionable forward growth expectations. However, putting all that aside, I thought I’d take a look at the bull case for Palantir. Let’s dive into the company’s key catalysts. Indeed, given that the company has a strong following due to its AI capabilities, its government-generated revenue streams, and commercial market growth, maybe there’s something here.Let’s dive into what investors may want to consider, from a positive angle, when it comes to Palantir.PLTR Stock: The FundamentalsThere are plenty of unprofitable companies in the artificial intelligence (and tech sector, for that matter). So, Palantir’s recent financials may impress some investors, with Q2 revenue growth of 13% (to $533.3 million), and net income growth of 116% year-over-year. Notably, Palantir has strung together consecutive quarters of positive profitability, something many critics thought would never be possible.Now, I’ve focused on the fact that this profitability has been minimal. And that is the case. But given Palantir’s strength as a deal-maker with key government agencies and commercial partners, perhaps this earnings growth could accelerate from here. That’s the bull case anyhow.In this regard, the company’s $302 million in government customer revenue represented a 15% year-over-year increase, with its $232 million in commercial customer revenue representing a 10% increase. The company has been consistently profitable by GAAP standards for three quarters and has revenue forecasts in line with expectations for Q3 and fiscal 2023. That’s not nothing, and it’s a reason for bulls to continue to be hopeful right now. Upcoming Q3 ResultsInvestors continue to debate Palantir stock’s outlook, with bulls emphasizing improved profitability and bears concerned about slowing revenue growth. Thus, the company’s upcoming Q3 earnings will be closely watched. Experts currently project earnings to come in at 6 cents per share (up from 1 cent), and 18% revenue growth to $556 million, will be announced on November 2. Again, I think the bottom-line number will need to be beat, as it will matter more than it ever has for the company. Notably, PLTR stock reached a 52-week intraday high in August, and its technical ratings have since improved. This stock benefited greatly from previous earnings surprises. Another earnings surprise is widely expected by bulls, and anything other than a big beat will likely be disappointing for many.PLTR Continues in Closing ContractsPalantir co-founder Peter Thiel recently secured a 5-year service contract with the U.K.’s NHS to enhance data analysis using AI tools. Analysts have discussed the deal’s implications, providing some reasons to be bullish and reasons to be critical of the deal.The controversial five-year contract, now valued at over 480 million, aims to improve the NHS’s data analysis capabilities. It faced criticism over patient data privacy concerns. While there’s excitement around this development, Palantir’s performance this year initially rode on AI enthusiasm.Additionally, Palantir Technologies also secures a $250 million contract with the US Defense Department for AI and machine learning research. The three-year deal strengthens its ties with the US government and its role in AI and defense. This contributed to a 6% rise in Palantir’s shares in September. The contract builds on their prior work with the Army Research Lab, focusing on AI research and development. Specific details remain undisclosed.In the tech era, Palantir stands out as a game-changer, combining innovation with strategic brilliance. PLTR stock’s strong year-to-date return makes it a top wealth-boosting AI stock. That’s what the bulls will tell you, anyway.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290472603242672,"gmtCreate":1711922708142,"gmtModify":1711922710000,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"title":"","htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290472603242672","repostId":"2423466683","repostType":2,"repost":{"id":"2423466683","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1711866655,"share":"https://ttm.financial/m/news/2423466683?lang=en_US&edition=fundamental","pubTime":"2024-03-31 14:30","market":"nz","language":"en","title":"Warren Buffett Spent More Than $350 Million to Buy These Stocks in the Past Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2423466683","media":"Dow Jones","summary":"Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstanding. Warren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc. , disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock at a weighted-average price of $29.06.Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock at an average price of $29.The Series A shares have voting rights, but the Series C shares don't.In total, Berkshire bought 12.68 million shares for $368.3 million.Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged u","content":"<html><head></head><body><p>Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstanding</p><p>Warren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.</p><p>In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc. <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$(BRK.A)$</a>, disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock <a href=\"https://laohu8.com/S/LSXMK\">$(LSXMK)$</a> at a weighted-average price of $29.06.</p><p>Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock <a href=\"https://laohu8.com/S/LSXMA\">$(LSXMA)$</a> at an average price of $29.</p><p>The Series A shares have voting rights, but the Series C shares don't.</p><p>In total, Berkshire bought 12.68 million shares for $368.3 million.</p><p>Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.</p><p>The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged up 0.4% this week.</p><p>Liberty SiriusXM is basically a tracking stock of <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a> (SIRI), the subscription-based satellite-radio service.</p><p>Liberty SiriusXM's "business" is that it owns a little more than 80% of Sirius XM, and about $1.7 billion of Sirius XM's estimated net liabilities, which includes convertible debt. Therefore, it is seen as trading at a discount to Sirius XM shares.</p><p>In Berkshire's latest 13-F filing of its equity holdings, the company said it owned 40.2 million shares of Sirius XM as of Dec. 31. At the time, it was valued at $221.1 million.</p><p>Year to date, Sirius XM's stock has tumbled 29.1%, while Berkshire's Class B stock has rallied 17.9% and the S&P 500 has gained 10.2%.</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>Warren Buffett Spent More Than $350 Million to Buy These Stocks in the Past Week</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\">\nWarren Buffett Spent More Than $350 Million to Buy These Stocks in the Past Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-31 14:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstanding</p><p>Warren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.</p><p>In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc. <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$(BRK.A)$</a>, disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock <a href=\"https://laohu8.com/S/LSXMK\">$(LSXMK)$</a> at a weighted-average price of $29.06.</p><p>Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock <a href=\"https://laohu8.com/S/LSXMA\">$(LSXMA)$</a> at an average price of $29.</p><p>The Series A shares have voting rights, but the Series C shares don't.</p><p>In total, Berkshire bought 12.68 million shares for $368.3 million.</p><p>Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.</p><p>The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged up 0.4% this week.</p><p>Liberty SiriusXM is basically a tracking stock of <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a> (SIRI), the subscription-based satellite-radio service.</p><p>Liberty SiriusXM's "business" is that it owns a little more than 80% of Sirius XM, and about $1.7 billion of Sirius XM's estimated net liabilities, which includes convertible debt. Therefore, it is seen as trading at a discount to Sirius XM shares.</p><p>In Berkshire's latest 13-F filing of its equity holdings, the company said it owned 40.2 million shares of Sirius XM as of Dec. 31. At the time, it was valued at $221.1 million.</p><p>Year to date, Sirius XM's stock has tumbled 29.1%, while Berkshire's Class B stock has rallied 17.9% and the S&P 500 has gained 10.2%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","BK4559":"巴菲特持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4550":"红杉资本持仓","BK4588":"碎股","LU1169589451.USD":"ALLSPRING (LUX) U.S. SELECT EQUITY \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4100":"有线和卫星","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4023":"应用软件","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4581":"高盛持仓","BRK.B":"伯克希尔B","LSXMA":"Liberty Media Corporation Series A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BRK.A":"伯克希尔","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1169590202.USD":"ALLSPRING (LUX) U.S. SELECT EQUITY \"I\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LSXMK":"Liberty Media Corporation Series C","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0251142724.SGD":"Fidelity America A-SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4176":"多领域控股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423466683","content_text":"Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstandingWarren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc. $(BRK.B)$ $(BRK.A)$, disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock $(LSXMK)$ at a weighted-average price of $29.06.Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock $(LSXMA)$ at an average price of $29.The Series A shares have voting rights, but the Series C shares don't.In total, Berkshire bought 12.68 million shares for $368.3 million.Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged up 0.4% this week.Liberty SiriusXM is basically a tracking stock of Sirius XM Holdings Inc. (SIRI), the subscription-based satellite-radio service.Liberty SiriusXM's \"business\" is that it owns a little more than 80% of Sirius XM, and about $1.7 billion of Sirius XM's estimated net liabilities, which includes convertible debt. Therefore, it is seen as trading at a discount to Sirius XM shares.In Berkshire's latest 13-F filing of its equity holdings, the company said it owned 40.2 million shares of Sirius XM as of Dec. 31. At the time, it was valued at $221.1 million.Year to date, Sirius XM's stock has tumbled 29.1%, while Berkshire's Class B stock has rallied 17.9% and the S&P 500 has gained 10.2%.","news_type":1,"symbols_score_info":{"BRK.A":1,"LSXMK":1,"BRK.B":1,"LSXMA":0.9}},"isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216754816573560,"gmtCreate":1693952072542,"gmtModify":1693952075923,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"title":"","htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216754816573560","repostId":"1162110098","repostType":2,"repost":{"id":"1162110098","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1693927640,"share":"https://ttm.financial/m/news/1162110098?lang=en_US&edition=fundamental","pubTime":"2023-09-05 23:27","market":"us","language":"en","title":"Apple, Nvidia, Google, Disney, Walmart and More: Top Calls on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1162110098","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:TD Cowen upgrading Woodward to outperform from market performTD said in its upgrade of the maker of control system components for aircraft and indu","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3661586176\" style=\"text-align: start;\">TD Cowen upgrading Woodward to outperform from market perform</h2><p>TD said in its upgrade of the maker of control system components for aircraft and industrial equipment that it’s in the early innings of a turnaround.</p><blockquote><p>“We’re upgrading our rating on WWD to Outperform from Market Perform with a $160 PT.”</p></blockquote><h2 id=\"id_1682520891\" style=\"text-align: start;\">TD Cowen upgrades Domino’s to outperform from market perform</h2><p>TD said in its upgrade of the stock that it sees upside to same-store sales.</p><blockquote><p>“We are encouraged by the soon-to-be launched playbook to ignite Domino’s U.S. delivery turnaround balanced between the Uber partnership that commences at 2023-end & self help initiatives.”</p></blockquote><h2 id=\"id_2329395304\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Shoals Technologies to overweight from neutral</h2><p>Cantor said the solar company is “best positioned.”</p><blockquote><p>“We believe Shoals is arguably the company that’s best positioned to benefit from long term secular growth trends in utility-scale solar.”</p></blockquote><h2 id=\"id_753235332\" style=\"text-align: start;\">Wells Fargo reiterates Disney as overweight</h2><p>Wells lowered its price target on the stock to $110 per share from $146 but said it’s sticking with its overweight rating.</p><blockquote><p>“To us, DIS is the most interesting stock in Media: an IP powerhouse down on its luck, at a Covid price and historically low multiple.</p></blockquote><h2 id=\"id_453490042\" style=\"text-align: start;\">Bernstein reiterates Apple as market perform</h2><p>Bernstein said similarities exist between IBM 10 years ago and Apple today.</p><blockquote><p>“After a third straight quarter of negative YoY revenue growth, some investors have jeered that Apple’s financials look like IBM’s. That said, financial comparisons with IBM two decades ago are not unfounded.”</p></blockquote><h2 id=\"id_3724674514\" style=\"text-align: start;\">Morgan Stanley reiterates Walmart as overweight</h2><p>Morgan Stanley sees an attractive risk/reward for Walmart shares.</p><blockquote><p>“We like WMT’s risk/reward with faster EPS growth and modest multiple expansion shaping the upside.”</p></blockquote><h2 id=\"id_2713196744\" style=\"text-align: start;\">Goldman Sachs upgrades Lamb Weston to buy from neutral</h2><p>Goldman said in its upgrade of Lamb that shares are attractive at current levels.</p><blockquote><p>“We see recent underperformance providing an attractive entry point, with shares -15% and underperforming the S&P and XLP by16% and 13%, respectively, despite stronger than-expected FY4Q23 EPS in late July and an initial FY24 outlook that suggests a balance of risks skewed to the upside.”</p></blockquote><h2 id=\"id_2076233224\" style=\"text-align: start;\">Bank of America upgrades Stryker to buy from neutral</h2><p>Bank of America said the med tech company is setting up as a “top stock” for 2024.</p><blockquote><p>“We are upgrading Stryker (SYK) to Buy. SYK’s message on margin upside has turned more bullish but the stock has yet to work given all the negative sentiment on medtech which we see as an opportunity now ahead of the 2024 upside.”</p></blockquote><h2 id=\"id_3058908375\" style=\"text-align: start;\">Bank of America upgrades AllianceBernstein to buy from neutral</h2><p>Bank of America said in its upgrade of the asset management company that shares are attractive.</p><blockquote><p>“Additionally, we view the current valuation entry point as attractive, and AB now becomes our top traditional asset manager Buy.”</p></blockquote><h2 id=\"id_1808438604\" style=\"text-align: start;\">Citi initiates HubSpot as buy</h2><p>Citi said the software company is a core holding.</p><blockquote><p>“We see HubSpot as a core holding with unique SMB [small midsized business] acquisition / upsell motion still in early innings with potential to expand upmarket. Channel partner inputs + TAM analysis suggest significant growth runway still lies ahead.”</p></blockquote><h2 id=\"id_1463059221\" style=\"text-align: start;\">Goldman Sachs upgrades Keysight Technologies to buy from neutral</h2><p>Goldman said in its upgrade of Keysight that shares of the electronic test manufacturer are attractive.</p><blockquote><p>“Finally, we see reasonable valuation vs. peers and historical valuation multiples ... and thus we see an opportunity to buy...”</p></blockquote><h2 id=\"id_3892138421\" style=\"text-align: start;\">UBS upgrades Corteva to buy from neutral</h2><p>UBS said shares of the agricultural and chemical seed company are attractive.</p><blockquote><p>“We see CTVA stock as attractive, trading at a depressed ~10x our year out basis. We believe the mkt is already pricing in a downside scenario of no seed pricing and reduced 2024 U.S. acreage.”</p></blockquote><h2 id=\"id_4045144706\" style=\"text-align: start;\">RBC upgrades American Express to outperform from sector perform</h2><p>RBC said the credit card company is “best positioned” to outperform.</p><blockquote><p>“We are tactically adjusting our card stock preferences for the near-term and upgrading AXP to Outperform while moving SYF and BFH from Outperform to Sector Perform.”</p></blockquote><h2 id=\"id_3604895615\" style=\"text-align: start;\">UBS initiates Dine Brands as buy</h2><p>UBS is bullish on shares of the owner of Applebee’s and IHOP.</p><blockquote><p>“We’re initiating coverage of DIN w/ a Buy and $68 PT. DIN’s scale & heavily franchised business model provide unique FCF stability within casual dining, while core brands Applebee’s (AB) and IHOP are category leaders.</p></blockquote><h2 id=\"id_505527923\" style=\"text-align: start;\">Susquehanna upgrades NetApp to positive from neutral</h2><p>Susquehanna said in its upgrade of the data storage and management company that it sees market share gains.</p><blockquote><p>“Given our underlying assumption that FY25-26 will be growth years for NTAP, we are also applying higher multiples to drive our price target. Upside, in our view, could be driven by incremental share gains, and better than modeled margin profile.”</p></blockquote><h2 id=\"id_974106597\" style=\"text-align: start;\">Baird names Chipotle a fresh pick</h2><p>Baird said it sees signs of “strong same-store traffic momentum”</p><blockquote><p>“CMG remains our top idea for investors with a 12-month horizon, and we see an attractive near-term trading opportunity in the shares based on potential for multiple positive catalysts to emerge in the coming months.”</p></blockquote><h2 id=\"id_2354663248\" style=\"text-align: start;\">Barclays upgrades Oracle to overweight from equal weight</h2><p>Barclays said in its upgrade that it sees a solid multi-year growth opportunity.</p><blockquote><p>“The past few years has seen ORCL growth inflect higher, and we believe these levels can be maintained in the out years as the positive mix effect still has a long way to go.”</p></blockquote><h2 id=\"id_1845416886\" style=\"text-align: start;\">Wolfe upgrades Liberty Formula One to outperform from peer perform</h2><p>Wolfe said investors should buy the dip in shares of the motor sports group.</p><blockquote><p>“With FWONK underperforming the S&P for 7 months and trading at a sustainable 4% FCF yield, we increase ’24-’27 ests. and upgrade to Outperform, PT $84.”</p></blockquote><h2 id=\"id_1092294977\" style=\"text-align: start;\">Stifel upgrades Vail Resorts to buy from hold</h2><p>Stifel said investors should buy the dip in shares of the skiing and resort company.</p><blockquote><p>“Despite limited catalysts, MTN shares have underperformed through the N.A. [North America] offseason now trading near post-Covid lows.”</p></blockquote><h2 id=\"id_3500771319\" style=\"text-align: start;\">Jefferies reiterates Alphabet as buy</h2><p>The firm is more bullish on Alphabet shares after the company’s recent Google Cloud event.</p><blockquote><p>“We attended GOOGL’s sold out Google Cloud Next conference and came away incrementally more positive on GOOGL’s position in AI.”</p></blockquote><h2 id=\"id_1363287425\" style=\"text-align: start;\">Bernstein upgrades Lowe’s to outperform from market perform</h2><p>Bernstein said in its upgrade of the home improvement retailer that it sees a host of positive catalysts.</p><blockquote><p>“We’ve been on the sidelines on LOW since our initiation back in Dec 2022. But we now see a confluence of positive and mutually reinforcing trends that we expect to continue, leading us to take our TP up to $282 from $252, and to upgrade LOW to Outperform from Market-Perform.”</p></blockquote><h2 id=\"id_1369878432\" style=\"text-align: start;\">Barclays reiterates Nvidia as overweight</h2><p>Barclays said the company’s software business is a “defensive moat.”</p><blockquote><p>“Nvidia Software Serves as a Defensible Moat: While Nvidia hardware is no doubt best-in-class, it is the company’s software ecosystem, CUDA, that has proven to be the biggest differentiator for the business.”</p></blockquote></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>Apple, Nvidia, Google, Disney, Walmart and More: Top Calls on Wall Street</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\">\nApple, Nvidia, Google, Disney, Walmart and More: Top Calls on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-09-05 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3661586176\" style=\"text-align: start;\">TD Cowen upgrading Woodward to outperform from market perform</h2><p>TD said in its upgrade of the maker of control system components for aircraft and industrial equipment that it’s in the early innings of a turnaround.</p><blockquote><p>“We’re upgrading our rating on WWD to Outperform from Market Perform with a $160 PT.”</p></blockquote><h2 id=\"id_1682520891\" style=\"text-align: start;\">TD Cowen upgrades Domino’s to outperform from market perform</h2><p>TD said in its upgrade of the stock that it sees upside to same-store sales.</p><blockquote><p>“We are encouraged by the soon-to-be launched playbook to ignite Domino’s U.S. delivery turnaround balanced between the Uber partnership that commences at 2023-end & self help initiatives.”</p></blockquote><h2 id=\"id_2329395304\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Shoals Technologies to overweight from neutral</h2><p>Cantor said the solar company is “best positioned.”</p><blockquote><p>“We believe Shoals is arguably the company that’s best positioned to benefit from long term secular growth trends in utility-scale solar.”</p></blockquote><h2 id=\"id_753235332\" style=\"text-align: start;\">Wells Fargo reiterates Disney as overweight</h2><p>Wells lowered its price target on the stock to $110 per share from $146 but said it’s sticking with its overweight rating.</p><blockquote><p>“To us, DIS is the most interesting stock in Media: an IP powerhouse down on its luck, at a Covid price and historically low multiple.</p></blockquote><h2 id=\"id_453490042\" style=\"text-align: start;\">Bernstein reiterates Apple as market perform</h2><p>Bernstein said similarities exist between IBM 10 years ago and Apple today.</p><blockquote><p>“After a third straight quarter of negative YoY revenue growth, some investors have jeered that Apple’s financials look like IBM’s. That said, financial comparisons with IBM two decades ago are not unfounded.”</p></blockquote><h2 id=\"id_3724674514\" style=\"text-align: start;\">Morgan Stanley reiterates Walmart as overweight</h2><p>Morgan Stanley sees an attractive risk/reward for Walmart shares.</p><blockquote><p>“We like WMT’s risk/reward with faster EPS growth and modest multiple expansion shaping the upside.”</p></blockquote><h2 id=\"id_2713196744\" style=\"text-align: start;\">Goldman Sachs upgrades Lamb Weston to buy from neutral</h2><p>Goldman said in its upgrade of Lamb that shares are attractive at current levels.</p><blockquote><p>“We see recent underperformance providing an attractive entry point, with shares -15% and underperforming the S&P and XLP by16% and 13%, respectively, despite stronger than-expected FY4Q23 EPS in late July and an initial FY24 outlook that suggests a balance of risks skewed to the upside.”</p></blockquote><h2 id=\"id_2076233224\" style=\"text-align: start;\">Bank of America upgrades Stryker to buy from neutral</h2><p>Bank of America said the med tech company is setting up as a “top stock” for 2024.</p><blockquote><p>“We are upgrading Stryker (SYK) to Buy. SYK’s message on margin upside has turned more bullish but the stock has yet to work given all the negative sentiment on medtech which we see as an opportunity now ahead of the 2024 upside.”</p></blockquote><h2 id=\"id_3058908375\" style=\"text-align: start;\">Bank of America upgrades AllianceBernstein to buy from neutral</h2><p>Bank of America said in its upgrade of the asset management company that shares are attractive.</p><blockquote><p>“Additionally, we view the current valuation entry point as attractive, and AB now becomes our top traditional asset manager Buy.”</p></blockquote><h2 id=\"id_1808438604\" style=\"text-align: start;\">Citi initiates HubSpot as buy</h2><p>Citi said the software company is a core holding.</p><blockquote><p>“We see HubSpot as a core holding with unique SMB [small midsized business] acquisition / upsell motion still in early innings with potential to expand upmarket. Channel partner inputs + TAM analysis suggest significant growth runway still lies ahead.”</p></blockquote><h2 id=\"id_1463059221\" style=\"text-align: start;\">Goldman Sachs upgrades Keysight Technologies to buy from neutral</h2><p>Goldman said in its upgrade of Keysight that shares of the electronic test manufacturer are attractive.</p><blockquote><p>“Finally, we see reasonable valuation vs. peers and historical valuation multiples ... and thus we see an opportunity to buy...”</p></blockquote><h2 id=\"id_3892138421\" style=\"text-align: start;\">UBS upgrades Corteva to buy from neutral</h2><p>UBS said shares of the agricultural and chemical seed company are attractive.</p><blockquote><p>“We see CTVA stock as attractive, trading at a depressed ~10x our year out basis. We believe the mkt is already pricing in a downside scenario of no seed pricing and reduced 2024 U.S. acreage.”</p></blockquote><h2 id=\"id_4045144706\" style=\"text-align: start;\">RBC upgrades American Express to outperform from sector perform</h2><p>RBC said the credit card company is “best positioned” to outperform.</p><blockquote><p>“We are tactically adjusting our card stock preferences for the near-term and upgrading AXP to Outperform while moving SYF and BFH from Outperform to Sector Perform.”</p></blockquote><h2 id=\"id_3604895615\" style=\"text-align: start;\">UBS initiates Dine Brands as buy</h2><p>UBS is bullish on shares of the owner of Applebee’s and IHOP.</p><blockquote><p>“We’re initiating coverage of DIN w/ a Buy and $68 PT. DIN’s scale & heavily franchised business model provide unique FCF stability within casual dining, while core brands Applebee’s (AB) and IHOP are category leaders.</p></blockquote><h2 id=\"id_505527923\" style=\"text-align: start;\">Susquehanna upgrades NetApp to positive from neutral</h2><p>Susquehanna said in its upgrade of the data storage and management company that it sees market share gains.</p><blockquote><p>“Given our underlying assumption that FY25-26 will be growth years for NTAP, we are also applying higher multiples to drive our price target. Upside, in our view, could be driven by incremental share gains, and better than modeled margin profile.”</p></blockquote><h2 id=\"id_974106597\" style=\"text-align: start;\">Baird names Chipotle a fresh pick</h2><p>Baird said it sees signs of “strong same-store traffic momentum”</p><blockquote><p>“CMG remains our top idea for investors with a 12-month horizon, and we see an attractive near-term trading opportunity in the shares based on potential for multiple positive catalysts to emerge in the coming months.”</p></blockquote><h2 id=\"id_2354663248\" style=\"text-align: start;\">Barclays upgrades Oracle to overweight from equal weight</h2><p>Barclays said in its upgrade that it sees a solid multi-year growth opportunity.</p><blockquote><p>“The past few years has seen ORCL growth inflect higher, and we believe these levels can be maintained in the out years as the positive mix effect still has a long way to go.”</p></blockquote><h2 id=\"id_1845416886\" style=\"text-align: start;\">Wolfe upgrades Liberty Formula One to outperform from peer perform</h2><p>Wolfe said investors should buy the dip in shares of the motor sports group.</p><blockquote><p>“With FWONK underperforming the S&P for 7 months and trading at a sustainable 4% FCF yield, we increase ’24-’27 ests. and upgrade to Outperform, PT $84.”</p></blockquote><h2 id=\"id_1092294977\" style=\"text-align: start;\">Stifel upgrades Vail Resorts to buy from hold</h2><p>Stifel said investors should buy the dip in shares of the skiing and resort company.</p><blockquote><p>“Despite limited catalysts, MTN shares have underperformed through the N.A. [North America] offseason now trading near post-Covid lows.”</p></blockquote><h2 id=\"id_3500771319\" style=\"text-align: start;\">Jefferies reiterates Alphabet as buy</h2><p>The firm is more bullish on Alphabet shares after the company’s recent Google Cloud event.</p><blockquote><p>“We attended GOOGL’s sold out Google Cloud Next conference and came away incrementally more positive on GOOGL’s position in AI.”</p></blockquote><h2 id=\"id_1363287425\" style=\"text-align: start;\">Bernstein upgrades Lowe’s to outperform from market perform</h2><p>Bernstein said in its upgrade of the home improvement retailer that it sees a host of positive catalysts.</p><blockquote><p>“We’ve been on the sidelines on LOW since our initiation back in Dec 2022. But we now see a confluence of positive and mutually reinforcing trends that we expect to continue, leading us to take our TP up to $282 from $252, and to upgrade LOW to Outperform from Market-Perform.”</p></blockquote><h2 id=\"id_1369878432\" style=\"text-align: start;\">Barclays reiterates Nvidia as overweight</h2><p>Barclays said the company’s software business is a “defensive moat.”</p><blockquote><p>“Nvidia Software Serves as a Defensible Moat: While Nvidia hardware is no doubt best-in-class, it is the company’s software ecosystem, CUDA, that has proven to be the biggest differentiator for the business.”</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AB":"联博控股","NTAP":"美国网存","WMT":"沃尔玛","HUBS":"HubSpot","FWONK":"Liberty Media Corporation Series C","CTVA":"Corteva, Inc.","KEYS":"Keysight Technologies Inc","GOOG":"谷歌","SHLS":"Shoals Technologies Group","SYK":"史赛克","LOW":"劳氏","ORCL":"甲骨文","GOOGL":"谷歌A","AXP":"美国运通","NVDA":"英伟达","WWD":"伍德沃德","DIS":"迪士尼","DIN":"Dine Brands Global","DPZ":"达美乐比萨","MTN":"Vail Resorts Inc","LW":"Lamb Weston Holdings, Inc.","CMG":"墨式烧烤","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162110098","content_text":"Here are the biggest calls on Wall Street on Tuesday:TD Cowen upgrading Woodward to outperform from market performTD said in its upgrade of the maker of control system components for aircraft and industrial equipment that it’s in the early innings of a turnaround.“We’re upgrading our rating on WWD to Outperform from Market Perform with a $160 PT.”TD Cowen upgrades Domino’s to outperform from market performTD said in its upgrade of the stock that it sees upside to same-store sales.“We are encouraged by the soon-to-be launched playbook to ignite Domino’s U.S. delivery turnaround balanced between the Uber partnership that commences at 2023-end & self help initiatives.”Cantor Fitzgerald upgrades Shoals Technologies to overweight from neutralCantor said the solar company is “best positioned.”“We believe Shoals is arguably the company that’s best positioned to benefit from long term secular growth trends in utility-scale solar.”Wells Fargo reiterates Disney as overweightWells lowered its price target on the stock to $110 per share from $146 but said it’s sticking with its overweight rating.“To us, DIS is the most interesting stock in Media: an IP powerhouse down on its luck, at a Covid price and historically low multiple.Bernstein reiterates Apple as market performBernstein said similarities exist between IBM 10 years ago and Apple today.“After a third straight quarter of negative YoY revenue growth, some investors have jeered that Apple’s financials look like IBM’s. That said, financial comparisons with IBM two decades ago are not unfounded.”Morgan Stanley reiterates Walmart as overweightMorgan Stanley sees an attractive risk/reward for Walmart shares.“We like WMT’s risk/reward with faster EPS growth and modest multiple expansion shaping the upside.”Goldman Sachs upgrades Lamb Weston to buy from neutralGoldman said in its upgrade of Lamb that shares are attractive at current levels.“We see recent underperformance providing an attractive entry point, with shares -15% and underperforming the S&P and XLP by16% and 13%, respectively, despite stronger than-expected FY4Q23 EPS in late July and an initial FY24 outlook that suggests a balance of risks skewed to the upside.”Bank of America upgrades Stryker to buy from neutralBank of America said the med tech company is setting up as a “top stock” for 2024.“We are upgrading Stryker (SYK) to Buy. SYK’s message on margin upside has turned more bullish but the stock has yet to work given all the negative sentiment on medtech which we see as an opportunity now ahead of the 2024 upside.”Bank of America upgrades AllianceBernstein to buy from neutralBank of America said in its upgrade of the asset management company that shares are attractive.“Additionally, we view the current valuation entry point as attractive, and AB now becomes our top traditional asset manager Buy.”Citi initiates HubSpot as buyCiti said the software company is a core holding.“We see HubSpot as a core holding with unique SMB [small midsized business] acquisition / upsell motion still in early innings with potential to expand upmarket. Channel partner inputs + TAM analysis suggest significant growth runway still lies ahead.”Goldman Sachs upgrades Keysight Technologies to buy from neutralGoldman said in its upgrade of Keysight that shares of the electronic test manufacturer are attractive.“Finally, we see reasonable valuation vs. peers and historical valuation multiples ... and thus we see an opportunity to buy...”UBS upgrades Corteva to buy from neutralUBS said shares of the agricultural and chemical seed company are attractive.“We see CTVA stock as attractive, trading at a depressed ~10x our year out basis. We believe the mkt is already pricing in a downside scenario of no seed pricing and reduced 2024 U.S. acreage.”RBC upgrades American Express to outperform from sector performRBC said the credit card company is “best positioned” to outperform.“We are tactically adjusting our card stock preferences for the near-term and upgrading AXP to Outperform while moving SYF and BFH from Outperform to Sector Perform.”UBS initiates Dine Brands as buyUBS is bullish on shares of the owner of Applebee’s and IHOP.“We’re initiating coverage of DIN w/ a Buy and $68 PT. DIN’s scale & heavily franchised business model provide unique FCF stability within casual dining, while core brands Applebee’s (AB) and IHOP are category leaders.Susquehanna upgrades NetApp to positive from neutralSusquehanna said in its upgrade of the data storage and management company that it sees market share gains.“Given our underlying assumption that FY25-26 will be growth years for NTAP, we are also applying higher multiples to drive our price target. Upside, in our view, could be driven by incremental share gains, and better than modeled margin profile.”Baird names Chipotle a fresh pickBaird said it sees signs of “strong same-store traffic momentum”“CMG remains our top idea for investors with a 12-month horizon, and we see an attractive near-term trading opportunity in the shares based on potential for multiple positive catalysts to emerge in the coming months.”Barclays upgrades Oracle to overweight from equal weightBarclays said in its upgrade that it sees a solid multi-year growth opportunity.“The past few years has seen ORCL growth inflect higher, and we believe these levels can be maintained in the out years as the positive mix effect still has a long way to go.”Wolfe upgrades Liberty Formula One to outperform from peer performWolfe said investors should buy the dip in shares of the motor sports group.“With FWONK underperforming the S&P for 7 months and trading at a sustainable 4% FCF yield, we increase ’24-’27 ests. and upgrade to Outperform, PT $84.”Stifel upgrades Vail Resorts to buy from holdStifel said investors should buy the dip in shares of the skiing and resort company.“Despite limited catalysts, MTN shares have underperformed through the N.A. [North America] offseason now trading near post-Covid lows.”Jefferies reiterates Alphabet as buyThe firm is more bullish on Alphabet shares after the company’s recent Google Cloud event.“We attended GOOGL’s sold out Google Cloud Next conference and came away incrementally more positive on GOOGL’s position in AI.”Bernstein upgrades Lowe’s to outperform from market performBernstein said in its upgrade of the home improvement retailer that it sees a host of positive catalysts.“We’ve been on the sidelines on LOW since our initiation back in Dec 2022. But we now see a confluence of positive and mutually reinforcing trends that we expect to continue, leading us to take our TP up to $282 from $252, and to upgrade LOW to Outperform from Market-Perform.”Barclays reiterates Nvidia as overweightBarclays said the company’s software business is a “defensive moat.”“Nvidia Software Serves as a Defensible Moat: While Nvidia hardware is no doubt best-in-class, it is the company’s software ecosystem, CUDA, that has proven to be the biggest differentiator for the business.”","news_type":1,"symbols_score_info":{"WWD":1.1,"KEYS":1.1,"DPZ":1.1,"SYK":1.1,"CMG":1.1,"DIS":1.1,"CTVA":1.1,"ORCL":1.1,"LOW":1.1,"AB":1.1,"AXP":1.1,"GOOGL":1.1,"WMT":1.1,"FWONK":1.1,"NVDA":1.1,"DIN":1.1,"MTN":1.1,"LW":1.1,"GOOG":1.1,"HUBS":1.1,"NTAP":1.1,"SHLS":1.1,"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":4206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956454572,"gmtCreate":1674168931196,"gmtModify":1676538927261,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"title":"","htmlText":"Please like ","listText":"Please like ","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956454572","repostId":"2304675179","repostType":4,"isVote":1,"tweetType":1,"viewCount":1701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242229602242784,"gmtCreate":1700175110522,"gmtModify":1700175113872,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"title":"","htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242229602242784","repostId":"1189081525","repostType":2,"repost":{"id":"1189081525","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700146863,"share":"https://ttm.financial/m/news/1189081525?lang=en_US&edition=fundamental","pubTime":"2023-11-16 23:01","market":"us","language":"en","title":"Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff","url":"https://stock-news.laohu8.com/highlight/detail?id=1189081525","media":"Tiger Newspress","summary":"Alibaba : Q2 Non-GAAP EPADS of $2.14 beats by $0.05. Revenue of $30.81B misses by $230M.Alibaba shares slumped 5% after posting financial results.Net cash provided by operating activities was $6,748 million, an increase of 4% compared to the same quarter of 2022. Free cash flow, a non-GAAP measurement of liquidity, was $6,198 million, an increase of 27% compared to the same quarter of 2022.“Under our capital management plan, we are prioritizing investment in technology and innovations for our b","content":"<html><head></head><body><p>U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.</p><p style=\"text-align: start;\">The company’s stock was down 8% in morning trading following the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a6ee8553f2879ab9009f6ae63902dfb\" tg-width=\"812\" tg-height=\"836\"/></p><p style=\"text-align: start;\">In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.</p><p>Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.</p><p>On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”</p><p>“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”</p><p>Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.</p><p>The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.</p><p>Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”</p><p>The company still intends to list its Cainiao smart logistics division in Hong Kong.</p><p>The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.</p><p>Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.</p><p>Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.</p><p>Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.</p><p>“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”</p><p>He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”</p><p>“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”</p><p>Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.</p><p>The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”</p><p>Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.</p><h2 id=\"id_194980234\" style=\"text-align: start;\">First-ever dividend payout</h2><p>The company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.</p><p>In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.</p><p>The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.</p><p>“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.</p><p>On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.</p><p>He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.</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>Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff</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\">\nAlibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-11-16 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.</p><p style=\"text-align: start;\">The company’s stock was down 8% in morning trading following the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a6ee8553f2879ab9009f6ae63902dfb\" tg-width=\"812\" tg-height=\"836\"/></p><p style=\"text-align: start;\">In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.</p><p>Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.</p><p>On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”</p><p>“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”</p><p>Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.</p><p>The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.</p><p>Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”</p><p>The company still intends to list its Cainiao smart logistics division in Hong Kong.</p><p>The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.</p><p>Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.</p><p>Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.</p><p>Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.</p><p>“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”</p><p>He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”</p><p>“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”</p><p>Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.</p><p>The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”</p><p>Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.</p><h2 id=\"id_194980234\" style=\"text-align: start;\">First-ever dividend payout</h2><p>The company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.</p><p>In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.</p><p>The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.</p><p>“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.</p><p>On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.</p><p>He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189081525","content_text":"U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.The company’s stock was down 8% in morning trading following the news.In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”The company still intends to list its Cainiao smart logistics division in Hong Kong.The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.First-ever dividend payoutThe company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.","news_type":1,"symbols_score_info":{"BABA":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
