KayHK personal page - To The Moon

KayHK

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2022-09-24

👍

ASX Weekly Review: Rising Global Rates Send Markets Lower

2022-12-24

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2022-06-24

👍

3 No-Brainer Warren Buffett Stocks to Buy Right Now for Lasting Wealth

2023-04-08

Super super super nice event

2022-08-01

👏

U.S. Stocks Poised to Fall on Monday

2022-05-31

👍

Nvidia's Transformation Is Underappreciated, BofA Analysts Say

2022-05-26

👍

CBO Sees Sharp Reduction in FY 2022 Deficit, but Slowing Economy to Boost Debt

2023-04-06

🙏super nice event!!

2022-12-11

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2022-05-30

👏👍

AMD: Read Off Nvidia's Earnings

Go to Tiger App to see more news

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08:01","language":"en","title":"ASX Weekly Review: Rising Global Rates Send Markets Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2269464557","media":"Small Caps","summary":"A plethora of central banks trying to outdo each other with interest rate rises finally overwhelmed ","content":"<div>\n<p>A plethora of central banks trying to outdo each other with interest rate rises finally overwhelmed the Australian share market on Friday, leading to a hefty 1.9% fall.The drop of 125.52 points to ...</p>\n\n<a href=\"https://smallcaps.com.au/rising-global-rates-send-markets-lower-weekly-review/\">Source Link</a>\n\n</div>\n","source":"smallcap_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>ASX Weekly Review: Rising Global Rates Send Markets Lower</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{ 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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\">\nASX Weekly Review: Rising Global Rates Send Markets Lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://smallcaps.com.au/rising-global-rates-send-markets-lower-weekly-review/><strong>Small Caps</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A plethora of central banks trying to outdo each other with interest rate rises finally overwhelmed the Australian share market on Friday, leading to a hefty 1.9% fall.The drop of 125.52 points to ...</p>\n\n<a href=\"https://smallcaps.com.au/rising-global-rates-send-markets-lower-weekly-review/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TMB.AU":"TAMBOURAH METALS LTD","XJO.AU":"标普/澳交所 200指数","BK7041":"综合货品商店","XAO.AU":"标普/澳交所 普通股指数","AEV.AU":"AVENIRA LTD","LPM.AU":"LITHIUM PLUS MINERALS LTD","WOW.AU":"WOOLWORTHS GROUP LTD","BK7039":"金融交易所和数据","RIO.AU":"力拓","BHP.AU":"BHP GROUP LTD","BK7033":"数据处理与外包服务","BK7040":"食品零售","WES.AU":"WESFARMERS LTD","BK7507":"资源股","ASX.AU":"ASX LTD","BK7095":"多种金属与采矿","RAS.AU":"RAGUSA MINERALS LTD","NHC.AU":"NEW HOPE CORP LTD","BK7083":"煤与消费用燃料","FMG.AU":"FORTESCUE LTD","BK7510":"REITs概念","CHR.AU":"Charger Metals NL","CXO.AU":"CORE LITHIUM LTD","BK7503":"科技股","GMG.AU":"GOODMAN GROUP","LVH.AU":"LIVEHIRE LTD","BK7511":"ESG概念","BK7099":"工业房地产投资信托","XRO.AU":"XERO LTD","BK7016":"应用软件","BK7504":"锂钴概念","XKO.AU":"标普/澳交所 300指数","BK7129":"钢铁","BK7501":"新冠治疗股","BK7062":"资产管理与托管银行"},"source_url":"https://smallcaps.com.au/rising-global-rates-send-markets-lower-weekly-review/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269464557","content_text":"A plethora of central banks trying to outdo each other with interest rate rises finally overwhelmed the Australian share market on Friday, leading to a hefty 1.9% fall.The drop of 125.52 points to 6574.7 points took the running total to a 2.4% fall for the week and 6% for the month.A third consecutive 75 basis point rise in the US Federal Reserve cash rate to a range of 3 to 3.25% was the main influence sending markets lower but there was plenty of rate rise company with Sweden’s Risbank going for a full 1% rise, the UK and Norway hiking by 0.5% and Switzerland decisively ending its foray into negative interest rates with a 0.75% rise from -0.25% to 0.5%.In the UK, the Bank of England raised rates by 0.5% at the same time as it acknowledged the country was already in recession.Developing countries joined the party too with hefty rises from Vietnam (1%), Indonesia (0.5%) and South Africa (0.75%) confirming that the fight against inflation has now gone totally global.Bond yields rising in the USThat led to falls on Wall Street as bond yields kept rising to decade highs as investors belatedly realised that not even recessions would stop the global bout of rising interest rates as central banks kept leaning hard on their blunt tool of interest rate rises to fight stubbornly higher inflation.Given that atmosphere it would have been a miracle if the Australian market had managed to do anything other than fall and that’s exactly what it did – echoing the US market by marking down technology stocks the hardest.Australian 10-year bond yields also soared 28 basis points to 3.61% as the market implied peak cash rates in Australia will now rise as high as 4.2%.Consumer, technology and property hit hardestConsumer, technology and real estate companies were hard hit with some examples including Wesfarmers (ASX: WES) down 4.2%, Woolworths (ASX: WOW) down 1.7%, Block (ASX: SQ2) down 8.9%, accounting software company Xero (ASX: XRO) down 7.8% while Goodman Group (ASX: GMG) shares fell 3.7%.Many property trusts hit lows for the year as their rental prospects and the differential yield compared to cash both headed south.The only slight rays of hope came with the iron ore miners on the back of rise in the iron ore price with shares in BHP (ASX: BHP) up 0.6%, Rio Tinto (ASX: RIO) up 1.9% and Fortescue Metals (ASX: FMG) shares up 1.3%.Some coal miners also managed to swim against the tide, with New Hope Corporation (ASX: NHC) up 2.8% on a nice set of results.Small cap stock actionThe Small Ords index fell 4.33% for the week to close at 2694.1 points.ASX 200 vs Small OrdsSmall cap companies making headlines this week were:LiveHire (ASX: LVH)Human resources technology provider LiveHire has secured a $1.3 million deal with US-based company Hiregenics to provide its direct sourcing recruitment platform to an undisclosed Hiregenics client which is also one of the world’s largest oil and gas companies.The client is a Fortune 500 oil and gas company and spends $743 million in contingent labour across the US, with a further $510 million in pay roll spend.Hiregenics expects approximately 25% of the client’s contingent labour payrate to be sourced through LiveHire’s platform once fully ramped within the first 24 months of the initial three-year term.At this rate, LiveHire anticipates the contract will generate about $1.3 million a year.Ragusa Minerals (ASX: RAS)Northern Territory mining regulator this week approved Ragusa Minerals’ application for tenement EL33150, which forms part of its lithium project, located 60 kilometres south of Darwin.The tenement has been granted for a period of six years and adds to four existing exploration licences within the “supergroup” project.Ragusa identified the tenement as being prospective for lithium from historical geological mapping and the interpreted continuation of geological rock types found at neighbouring lithium projects.The NT lithium project area sits within the Litchfield Pegmatite Belt, which also hosts projects held by companies including Core Lithium (ASX: CXO), Lithium Plus Minerals (ASX: LPM) and Charger Metals (ASX: CHR).Avenira (ASX: AEV)Junior explorer Avenira has signed a non-binding agreement with global lithium iron phosphate (LFP) cathode maker Advanced Lithium Electrochemistry Ltd (Aleees) and the NT Government to work towards the development of a LFP battery cathode production plant in Darwin.The plant will leverage phosphoric acid from Avenira’s high-grade Wonarah project near Tennant Creek.It will have a phased production capacity starting at up to 10,000tpa in 2023-2024 and potentially scaling up to 200,000tpa by 2032.Aleees is one of the few companies outside China with complete LFP cathode material manufacturing capability and patents for electric vehicle and stationary storage batteries.It co-develops various LFP products (including high-quality, low-cost, long life-cycle cathode materials) with more than 40 global customers.Tambourah Metals (ASX: TMB)Tambourah Metals this week confirmed the presence of extensive pegmatite swarms at its Russian Jack lithium project in WA using data compiled from the state’s WAROX (Western Australian Rocks) database.The company plans to follow this up with mapping and rock chip sampling in the coming weeks.Additionally, high-grade assays were returned from rock chips collected during sampling and mapping from the Tambourah goldfield during the June quarter.Four out of 20 samples returned elevated gold with a maximum grade of 16.9g/t gold reported from an area with no previous elevated grade history.The week aheadInternational markets are likely to be the leading factor for Australia in the coming week with only a few local economic releases of note.One of those is the final release of the Federal Budget position for 2021-22, although the punchline has already been delivered by Treasurer Jim Chalmers with a $50 billion improvement on previous estimates foreshadowed.Along with the better-than-expected Budget position has come bucketloads of cold water on any expectations of any rise in Government spending with Mr Chalmers warning that the Budget is still locked in a structural deficit and increased takings from booming mining exports can’t be banked on for the future.Other local things to look out for during the week include consumer confidence figures, retail trade numbers, engineering construction, job vacancies, the monthly CPI indicator and household wealth, which is likely to have fallen a little in line with lower property prices.Looking offshore, an inflation estimate for the US is probably the main interest, with a few other releases including chain store sales, new home sales, consumer confidence and economic activity indexes.","news_type":1,"symbols_score_info":{"XAO.AU":0.9,"RIO.AU":1,"FMG.AU":1,"CHR.AU":1,"XJO.AU":0.9,"XRO.AU":1,"CXO.AU":1,"SQ2.AU":1,"RAS.AU":1,"AEV.AU":1,"LVH.AU":1,"GMG.AU":1,"TMB.AU":1,"WES.AU":1,"XKO.AU":0.9,"LPM.AU":1,"NHC.AU":1,"WOW.AU":1,"BHP.AU":1,"ASX.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922784346,"gmtCreate":1671845536485,"gmtModify":1676538602577,"author":{"id":"3567243650839582","authorId":"3567243650839582","name":"KayHK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567243650839582","authorIdStr":"3567243650839582"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922784346","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041179571,"gmtCreate":1656029772693,"gmtModify":1676535753485,"author":{"id":"3567243650839582","authorId":"3567243650839582","name":"KayHK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567243650839582","authorIdStr":"3567243650839582"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041179571","repostId":"2245255072","repostType":4,"repost":{"id":"2245255072","kind":"highlight","pubTimestamp":1656049803,"share":"https://ttm.financial/m/news/2245255072?lang=en_US&edition=fundamental","pubTime":"2022-06-24 13:50","market":"us","language":"en","title":"3 No-Brainer Warren Buffett Stocks to Buy Right Now for Lasting Wealth","url":"https://stock-news.laohu8.com/highlight/detail?id=2245255072","media":"Motley Fool","summary":"Building lasting wealth with blue chip stocks doesn't have to be complicated.","content":"<div>\n<p>Stock prices rise and fall, but long-term investing in good companies leads to lasting wealth. Warren Buffett has been investing for over 70 years and has generated substantial wealth for Berkshire ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/23/3-no-brainer-warren-buffett-stocks-to-buy-right-no/\">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>3 No-Brainer Warren Buffett Stocks to Buy Right Now for Lasting Wealth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 No-Brainer Warren Buffett Stocks to Buy Right Now for Lasting Wealth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/23/3-no-brainer-warren-buffett-stocks-to-buy-right-no/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock prices rise and fall, but long-term investing in good companies leads to lasting wealth. Warren Buffett has been investing for over 70 years and has generated substantial wealth for Berkshire ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/23/3-no-brainer-warren-buffett-stocks-to-buy-right-no/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","KO":"可口可乐","AXP":"美国运通"},"source_url":"https://www.fool.com/investing/2022/06/23/3-no-brainer-warren-buffett-stocks-to-buy-right-no/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245255072","content_text":"Stock prices rise and fall, but long-term investing in good companies leads to lasting wealth. Warren Buffett has been investing for over 70 years and has generated substantial wealth for Berkshire Hathaway and its shareholders over the decades.Buffett has done this by taking a value-oriented approach, taking a long-term view, and buying great businesses at prices below their intrinsic value. Here are three top Buffett stocks you can add to your portfolio to create and preserve lasting wealth just like one of the all-time greats.1. Coca-Cola It doesn't get much more \"lasting\" than Coca-Cola. People have been buying and drinking the company's namesake soft drink for 130 years, and it's unlikely they will stop any time soon. The $256 billion Atlanta-based company has also been paying and increasing its dividend for sixty years now, making it a Dividend King. Shares currently yield just under 3%.  Coca-Cola is Buffett's fifth-largest position, making up about 6.8% of Berkshire's portfolio, according to filings. This position has served him well over the years and in this year in particular -- while the Dow Jones Industrial Average and the S&P 500 are down 18% and 23% year to date, respectively, thanks to its rock-solid and defensive business model, Coca-Cola has managed to tread water and stay flat so far year to date.While it has a 130-year track record, Coca-Cola keeps managing to reinvent itself and stay fresh with consumers by making acquisitions and rolling out new collaborations like Topo Chico Ranch Water Hard Seltzer and a ready-to-drink Jack Daniels and Coke pre-mixed cocktail this summer.Coca-Cola is a great fit for Buffett's portfolio and could be for yours as well because it is a stock for all seasons with a defensive and recession-resistant business model, a product that consumers love and buy on a routine basis, and an attractive and growing dividend payout.2. Chevron Energy giant Chevron is another mainstay in Buffett's portfolio. Buffett likes Chevron so much that Berkshire increased its position in the company by over 300% last quarter, making it the fund's fourth-largest holding.The company was founded 143 years ago, and like Coca-Cola, there's no reason to believe it is going away any time soon. Despite global efforts to reduce fossil fuel use, we are going to need oil for many more years to come in order to meet the world's growing energy needs. That said, for investors who are worried that oil usage will decrease in the future, keep in mind that Chevron is also working to diversify and has exposure to other emerging energy technologies. For example, Chevron recently announced that it will invest $2.5 billion into renewable hydrogen energy, which could pay off for Chevron if it is successful, as Goldman Sachs predicts this could be a $1 trillion market annually by 2050.Chevron pays out an even more impressive dividend than Coca-Cola, with a current yield of just under 4%. While Chevron isn't yet a Dividend King, it is a Dividend Aristocrat, meaning that it has increased its dividend payout for 25 years or more. In Chevron's case, it has increased its dividend for 35 years and counting. The surge in oil and gas prices over the past year makes it likely that Chevron can ramp up its returns to shareholders even further going forward. Chevron is also attractively valued, trading at a very modest 10 times next year's earnings.Chevron has vastly outperformed the broader market this year with a 26% gain year to date on the back of rising oil prices, but shares are almost 20% off of their 52-week highs, so this could be a decent entry point for investors who want another bite of the apple.3. American Express American Express is another one of Buffett's largest holdings. The Oracle of Omaha likes American Express so much that Berkshire owns a whopping 20% of the company's shares outstanding. American Express accounts for almost 8% of Berkshire's portfolio. American Express actually predates both Coca-Cola and Chevron as a 172-year-old company.Shares of the $100 billion company are down nearly 30% from their 52-week high and down 24% over the past quarter, and they're now trading at just 12 times next year's earnings, making this a Buffet-esque time to buy. While American Express doesn't offer quite the same yield as Coca-Cola or Chevron, it is a dividend-paying stock and currently yields 1.4%. American Express is not a Dividend Aristocrat because it didn't raise its payout during 2020 due to the pandemic, which is understandable, but the company has paid a dividend for 33 years, making this a very stable and reliable payout.American Express is focused on the higher end of the consumer market, which benefits the company because these customers have more spending power and are also less likely to curtail their spending or activity because of an economic downturn. Going forward, American Express is a great way to build lasting wealth because its offerings, like the American Express Platinum cards, are popular with millennials due to perks such as access to exclusive airport lounges and Uber credits.Be like Buffett and build long-term wealth  Buffett has built and preserved long-term wealth by investing in solid blue-chip companies over the long term at reasonable valuations. You can be like Buffett and build lasting wealth by buying shares of these three companies, which have all been successful businesses for over a century, are all reasonably valued, are all paying dividends, and all continue to pivot toward the future to ensure they remain major players in the American and global economy for decades to come, if not more. All three are among Buffett's top five holdings, so they have the stamp of approval from the individual widely considered to be the greatest value investor of all time.","news_type":1,"symbols_score_info":{"KO":0.9,"AXP":0.9,"CVX":0.9}},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946814784,"gmtCreate":1680915006248,"gmtModify":1680915009732,"author":{"id":"3567243650839582","authorId":"3567243650839582","name":"KayHK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567243650839582","authorIdStr":"3567243650839582"},"themes":[],"htmlText":"Super super super nice event","listText":"Super super super nice event","text":"Super super super nice event","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946814784","isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908922335,"gmtCreate":1659313784128,"gmtModify":1676536284891,"author":{"id":"3567243650839582","authorId":"3567243650839582","name":"KayHK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567243650839582","authorIdStr":"3567243650839582"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908922335","repostId":"2256500471","repostType":4,"repost":{"id":"2256500471","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":1659310928,"share":"https://ttm.financial/m/news/2256500471?lang=en_US&edition=fundamental","pubTime":"2022-08-01 07:42","market":"us","language":"en","title":"U.S. Stocks Poised to Fall on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2256500471","media":"Dow Jones","summary":"U.S. stocks are set to fall on Monday ahead of another busy week of earnings.On Sunday night, Dow Jo","content":"<html><head></head><body><p>U.S. stocks are set to fall on Monday ahead of another busy week of earnings.</p><p>On Sunday night, Dow Jones Industrial Average futures were down 112 points, or 0.34%, while the S&amp;P 500 futures fell 0.33%, and Nasdaq Composite futures fell 0.31%.</p><p>Crude oil futures (West Texas Intermediate) lost 0.09%, to $97.73 a barrel. Brent crude, the international standard, fell 0.73% to $103.21 a barrel.</p><p><img src=\"https://static.tigerbbs.com/68872c95286cf772c716a459dc7a6c05\" tg-width=\"293\" tg-height=\"205\" width=\"100%\" height=\"auto\"/></p><p>About 30%, or 150, of the S&amp;P 500 companies are scheduled to report earnings this week, including: Devon Energy and Simon Property Group on Monday; Advanced Micro Devices, Airbnb, Caterpillar, Cummins, DuPont, Eaton, Electronic Arts, Marathon Petroleum, Marriott International, Occidental Petroleum, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Starbucks, and Uber Technologies on Tuesday; Allstate, <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, Clorox, CVS Health, <a href=\"https://laohu8.com/S/EBAY\">eBay</a>, MetLife, Moderna, and Yum! Brands on Wednesday; Alibaba Group Holding, <a href=\"https://laohu8.com/S/SQ\">Block</a>, ConocoPhillips, Eli Lilly, <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group, Kellogg, Lyft, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> on Thursday; and EOG Resources and Western Digital on Friday.</p><p>This week&#39;s notable economic events include: On Monday, the Institute for Supply Management releases the Manufacturing Purchasing Managers&#39; Index for July. On Tuesday, ISM releases the Services Purchasing Managers&#39; Index for July, and the Bureau of Labor Statistics reports the Job Openings and Labor Turnover Survey for June.</p><p>On Thursday, the Department of Labor reports initial jobless claims for the week ending on July 30, and the Bank of England will announce a monetary-policy decision. And on Friday, the Bureau of Labor Statistics will release the jobs report for July.</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>U.S. Stocks Poised to Fall on Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Poised to Fall on Monday\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\">2022-08-01 07:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks are set to fall on Monday ahead of another busy week of earnings.</p><p>On Sunday night, Dow Jones Industrial Average futures were down 112 points, or 0.34%, while the S&amp;P 500 futures fell 0.33%, and Nasdaq Composite futures fell 0.31%.</p><p>Crude oil futures (West Texas Intermediate) lost 0.09%, to $97.73 a barrel. Brent crude, the international standard, fell 0.73% to $103.21 a barrel.</p><p><img src=\"https://static.tigerbbs.com/68872c95286cf772c716a459dc7a6c05\" tg-width=\"293\" tg-height=\"205\" width=\"100%\" height=\"auto\"/></p><p>About 30%, or 150, of the S&amp;P 500 companies are scheduled to report earnings this week, including: Devon Energy and Simon Property Group on Monday; Advanced Micro Devices, Airbnb, Caterpillar, Cummins, DuPont, Eaton, Electronic Arts, Marathon Petroleum, Marriott International, Occidental Petroleum, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Starbucks, and Uber Technologies on Tuesday; Allstate, <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, Clorox, CVS Health, <a href=\"https://laohu8.com/S/EBAY\">eBay</a>, MetLife, Moderna, and Yum! Brands on Wednesday; Alibaba Group Holding, <a href=\"https://laohu8.com/S/SQ\">Block</a>, ConocoPhillips, Eli Lilly, <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group, Kellogg, Lyft, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> on Thursday; and EOG Resources and Western Digital on Friday.</p><p>This week&#39;s notable economic events include: On Monday, the Institute for Supply Management releases the Manufacturing Purchasing Managers&#39; Index for July. On Tuesday, ISM releases the Services Purchasing Managers&#39; Index for July, and the Bureau of Labor Statistics reports the Job Openings and Labor Turnover Survey for June.</p><p>On Thursday, the Department of Labor reports initial jobless claims for the week ending on July 30, and the Bank of England will announce a monetary-policy decision. And on Friday, the Bureau of Labor Statistics will release the jobs report for July.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LYFT":"Lyft, Inc.","BK4524":"宅经济概念","BK4535":"淡马锡持仓","EBAY":"eBay","SBUX":"星巴克","QNETCN":"纳斯达克中美互联网老虎指数","BK4122":"互联网与直销零售","BK4566":"资本集团","BK4142":"酒店、度假村与豪华游轮","ABNB":"爱彼迎","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256500471","content_text":"U.S. stocks are set to fall on Monday ahead of another busy week of earnings.On Sunday night, Dow Jones Industrial Average futures were down 112 points, or 0.34%, while the S&P 500 futures fell 0.33%, and Nasdaq Composite futures fell 0.31%.Crude oil futures (West Texas Intermediate) lost 0.09%, to $97.73 a barrel. Brent crude, the international standard, fell 0.73% to $103.21 a barrel.About 30%, or 150, of the S&P 500 companies are scheduled to report earnings this week, including: Devon Energy and Simon Property Group on Monday; Advanced Micro Devices, Airbnb, Caterpillar, Cummins, DuPont, Eaton, Electronic Arts, Marathon Petroleum, Marriott International, Occidental Petroleum, PayPal Holdings, Starbucks, and Uber Technologies on Tuesday; Allstate, Booking Holdings, Clorox, CVS Health, eBay, MetLife, Moderna, and Yum! Brands on Wednesday; Alibaba Group Holding, Block, ConocoPhillips, Eli Lilly, Expedia Group, Kellogg, Lyft, Paramount Global, and Warner Bros. Discovery on Thursday; and EOG Resources and Western Digital on Friday.This week's notable economic events include: On Monday, the Institute for Supply Management releases the Manufacturing Purchasing Managers' Index for July. On Tuesday, ISM releases the Services Purchasing Managers' Index for July, and the Bureau of Labor Statistics reports the Job Openings and Labor Turnover Survey for June.On Thursday, the Department of Labor reports initial jobless claims for the week ending on July 30, and the Bank of England will announce a monetary-policy decision. And on Friday, the Bureau of Labor Statistics will release the jobs report for July.","news_type":1,"symbols_score_info":{"LYFT":0.9,"QNETCN":0.6,"EBAY":0.9,"END":1,"ABNB":0.9,"SBUX":0.9}},"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027020777,"gmtCreate":1653954141999,"gmtModify":1676535366919,"author":{"id":"3567243650839582","authorId":"3567243650839582","name":"KayHK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567243650839582","authorIdStr":"3567243650839582"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027020777","repostId":"2239151253","repostType":4,"repost":{"id":"2239151253","kind":"highlight","pubTimestamp":1653953045,"share":"https://ttm.financial/m/news/2239151253?lang=en_US&edition=fundamental","pubTime":"2022-05-31 07:24","market":"us","language":"en","title":"Nvidia's Transformation Is Underappreciated, BofA Analysts Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2239151253","media":"Yahoo Finance","summary":"Chip designer NVIDIA (NVDA) Corp. disappointed on guidance in their latest earnings report, but ther","content":"<html><head></head><body><p>Chip designer NVIDIA (NVDA) Corp. disappointed on guidance in their latest earnings report, but there was a lot in the update that Bank of America (BofA) analysts liked.</p><p>&#34;Our positive view on Nvidia is based on its underappreciated transformation from a traditional PC graphics chip vendor, into a supplier into high-end gaming, enterprise graphics, cloud, accelerated computing and automotive markets,&#34; Bank of America analysts wrote in a recent note. &#34;The company has executed consistently and has a solid balance sheet with demonstrated commitment to capital returns.&#34;</p><p>Nvidia&#39;s revenue soared 46% year over year to $8.29 billion in its fiscal 2023 third quarter, which ended on May 1. The growth was fueled by a 83% surge in data center sales, to $3.75 billion, and a 31% increase in gaming revenue, to $3.62 billion.</p><p>&#34;We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,&#34; Nvidia Founder and CEO Jensen Huang said in a press release. &#34;The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt Nvidia for AI computing.&#34;</p><p>NVIDIA also forecasted lower-than-expected revenue in the current quarter, citing the impact of COVID related lockdowns in China and Russia&#39;s ongoing invasion of Ukraine.</p><p>BofA analysts, who hold a buy rating on the stock, saw a &#34;silver lining&#34; in that the company can refocus &#34;refocus the business back on data center (now 50% of sales)&#34; and prepare for new gaming-related products in the second half of the year.</p><p>KeyBanc Capital Markets&#39; John Vinh told Yahoo Finance (video above) that the company is &#34;being conservative with their second half outlook. Obviously. They&#39;re pretty optimistic about what they&#39;re seeing in terms of data center growth. They&#39;re expecting data center to grow sequentially through the rest of the year, but where we think they&#39;re gonna be the most conservative is... new product launches on both the data center side and they also hinted on the consumer side.&#34;</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>Nvidia's Transformation Is Underappreciated, BofA Analysts Say</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\">\nNvidia's Transformation Is Underappreciated, BofA Analysts Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidias-transformation-is-underappreciated-bof-a-analysts-say-131300006.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip designer NVIDIA (NVDA) Corp. disappointed on guidance in their latest earnings report, but there was a lot in the update that Bank of America (BofA) analysts liked.\"Our positive view on Nvidia is...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidias-transformation-is-underappreciated-bof-a-analysts-say-131300006.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidias-transformation-is-underappreciated-bof-a-analysts-say-131300006.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239151253","content_text":"Chip designer NVIDIA (NVDA) Corp. disappointed on guidance in their latest earnings report, but there was a lot in the update that Bank of America (BofA) analysts liked.\"Our positive view on Nvidia is based on its underappreciated transformation from a traditional PC graphics chip vendor, into a supplier into high-end gaming, enterprise graphics, cloud, accelerated computing and automotive markets,\" Bank of America analysts wrote in a recent note. \"The company has executed consistently and has a solid balance sheet with demonstrated commitment to capital returns.\"Nvidia's revenue soared 46% year over year to $8.29 billion in its fiscal 2023 third quarter, which ended on May 1. The growth was fueled by a 83% surge in data center sales, to $3.75 billion, and a 31% increase in gaming revenue, to $3.62 billion.\"We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,\" Nvidia Founder and CEO Jensen Huang said in a press release. \"The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt Nvidia for AI computing.\"NVIDIA also forecasted lower-than-expected revenue in the current quarter, citing the impact of COVID related lockdowns in China and Russia's ongoing invasion of Ukraine.BofA analysts, who hold a buy rating on the stock, saw a \"silver lining\" in that the company can refocus \"refocus the business back on data center (now 50% of sales)\" and prepare for new gaming-related products in the second half of the year.KeyBanc Capital Markets' John Vinh told Yahoo Finance (video above) that the company is \"being conservative with their second half outlook. Obviously. They're pretty optimistic about what they're seeing in terms of data center growth. They're expecting data center to grow sequentially through the rest of the year, but where we think they're gonna be the most conservative is... new product launches on both the data center side and they also hinted on the consumer side.\"","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022692364,"gmtCreate":1653522589959,"gmtModify":1676535296293,"author":{"id":"3567243650839582","authorId":"3567243650839582","name":"KayHK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567243650839582","authorIdStr":"3567243650839582"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022692364","repostId":"2238511516","repostType":4,"repost":{"id":"2238511516","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1653521955,"share":"https://ttm.financial/m/news/2238511516?lang=en_US&edition=fundamental","pubTime":"2022-05-26 07:39","market":"us","language":"en","title":"CBO Sees Sharp Reduction in FY 2022 Deficit, but Slowing Economy to Boost Debt","url":"https://stock-news.laohu8.com/highlight/detail?id=2238511516","media":"Reuters","summary":"(Reuters) - The U.S. budget deficit for fiscal 2022 will shrink to $1.036 trillion from $2.775 trill","content":"<html><head></head><body><p>(Reuters) - The U.S. budget deficit for fiscal 2022 will shrink to $1.036 trillion from $2.775 trillion in fiscal 2021 as a strong economic recovery from the COVID-19 pandemic produces a surge of tax receipts, the Congressional Budget Office said on Wednesday.</p><p>The CBO said in new economic and baseline budget forecasts based on current tax and spending laws that its fiscal 2022 deficit forecast is now $118 billion less than an estimate made last July. The government&#39;s fiscal year starts Oct. 1 and runs through Sept. 30.</p><p>The non-partisan fiscal referee agency also issued new economic forecasts, showing U.S. real GDP growth at a solid 3.1% for calendar 2022, driven by strong consumer spending, down from a sharp 5.5% rebound in 2021.</p><p>But CBO said that U.S. economic momentum would slow as the Federal Reserve hikes rates to control inflation, and forecast 2.2% growth for 2023 and 1.5% for 2024.</p><p>The CBO forecasts that inflation would remain elevated during 2022, in line with the strongest pace in 40 years, with the consumer price index increasing at 6.1% and the personal consumption expenditures index increasing at 4.0%, due to continued supply constraints in the face of high demand and a tight labor market.</p><p>Slowing economic growth also means that reductions in the deficit will reverse, CBO said. While it projected that the fiscal 2023 deficit will shrink slightly to $984 billion, deficits will rise in subsequent years, averaging about $1.6 trillion between 2023 and 2032, for a cumulative 10-year deficit of $15.74 trillion.</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>CBO Sees Sharp Reduction in FY 2022 Deficit, but Slowing Economy to Boost Debt</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\">\nCBO Sees Sharp Reduction in FY 2022 Deficit, but Slowing Economy to Boost Debt\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-26 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The U.S. budget deficit for fiscal 2022 will shrink to $1.036 trillion from $2.775 trillion in fiscal 2021 as a strong economic recovery from the COVID-19 pandemic produces a surge of tax receipts, the Congressional Budget Office said on Wednesday.</p><p>The CBO said in new economic and baseline budget forecasts based on current tax and spending laws that its fiscal 2022 deficit forecast is now $118 billion less than an estimate made last July. The government&#39;s fiscal year starts Oct. 1 and runs through Sept. 30.</p><p>The non-partisan fiscal referee agency also issued new economic forecasts, showing U.S. real GDP growth at a solid 3.1% for calendar 2022, driven by strong consumer spending, down from a sharp 5.5% rebound in 2021.</p><p>But CBO said that U.S. economic momentum would slow as the Federal Reserve hikes rates to control inflation, and forecast 2.2% growth for 2023 and 1.5% for 2024.</p><p>The CBO forecasts that inflation would remain elevated during 2022, in line with the strongest pace in 40 years, with the consumer price index increasing at 6.1% and the personal consumption expenditures index increasing at 4.0%, due to continued supply constraints in the face of high demand and a tight labor market.</p><p>Slowing economic growth also means that reductions in the deficit will reverse, CBO said. While it projected that the fiscal 2023 deficit will shrink slightly to $984 billion, deficits will rise in subsequent years, averaging about $1.6 trillion between 2023 and 2032, for a cumulative 10-year deficit of $15.74 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238511516","content_text":"(Reuters) - The U.S. budget deficit for fiscal 2022 will shrink to $1.036 trillion from $2.775 trillion in fiscal 2021 as a strong economic recovery from the COVID-19 pandemic produces a surge of tax receipts, the Congressional Budget Office said on Wednesday.The CBO said in new economic and baseline budget forecasts based on current tax and spending laws that its fiscal 2022 deficit forecast is now $118 billion less than an estimate made last July. The government's fiscal year starts Oct. 1 and runs through Sept. 30.The non-partisan fiscal referee agency also issued new economic forecasts, showing U.S. real GDP growth at a solid 3.1% for calendar 2022, driven by strong consumer spending, down from a sharp 5.5% rebound in 2021.But CBO said that U.S. economic momentum would slow as the Federal Reserve hikes rates to control inflation, and forecast 2.2% growth for 2023 and 1.5% for 2024.The CBO forecasts that inflation would remain elevated during 2022, in line with the strongest pace in 40 years, with the consumer price index increasing at 6.1% and the personal consumption expenditures index increasing at 4.0%, due to continued supply constraints in the face of high demand and a tight labor market.Slowing economic growth also means that reductions in the deficit will reverse, CBO said. While it projected that the fiscal 2023 deficit will shrink slightly to $984 billion, deficits will rise in subsequent years, averaging about $1.6 trillion between 2023 and 2032, for a cumulative 10-year deficit of $15.74 trillion.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948581335,"gmtCreate":1680741662327,"gmtModify":1680741667216,"author":{"id":"3567243650839582","authorId":"3567243650839582","name":"KayHK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567243650839582","authorIdStr":"3567243650839582"},"themes":[],"htmlText":"🙏super&nbsp; nice event!!","listText":"🙏super&nbsp; nice event!!","text":"🙏super nice event!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9948581335","isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929520717,"gmtCreate":1670710852339,"gmtModify":1676538419601,"author":{"id":"3567243650839582","authorId":"3567243650839582","name":"KayHK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567243650839582","authorIdStr":"3567243650839582"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929520717","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024257492,"gmtCreate":1653877104016,"gmtModify":1676535356064,"author":{"id":"3567243650839582","authorId":"3567243650839582","name":"KayHK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567243650839582","authorIdStr":"3567243650839582"},"themes":[],"htmlText":"👏👍","listText":"👏👍","text":"👏👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024257492","repostId":"2238732366","repostType":4,"repost":{"id":"2238732366","kind":"highlight","pubTimestamp":1653888851,"share":"https://ttm.financial/m/news/2238732366?lang=en_US&edition=fundamental","pubTime":"2022-05-30 13:34","market":"us","language":"en","title":"AMD: Read Off Nvidia's Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2238732366","media":"Seekingalpha","summary":"Chip stocks initially fell after market leader NVIDIA Corporation (NVDA) cut numbers for the current","content":"<html><head></head><body><p>Chip stocks initially fell after market leader <b>NVIDIA Corporation</b> (NVDA) cut numbers for the current quarter. Naturally, the market reacted negatively, selling off competitor <b>Advanced Micro Devices, Inc.</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) in the process. However, that reaction wasn&#39;t rational, with the stock already down 50% from the highs. My investment thesis remains ultra-Bullish even after the stock has rallied to $99 following the market realization that the negative guidance from NVIDIA wasn&#39;t so bad.</p><p></p><p><img src=\"https://static.tigerbbs.com/cc268055c705a3ee34559deceffb1f75\" tg-width=\"990\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Source: FinViz</p><p></p><h2>Not So Bad</h2><p>NVIDIA reported FQ1&#39;22 revenues that easily beat estimates by $190 million; EPS topped estimates at $1.36. The chip company, though, somewhat shocked the market with guidance for FQ2&#39;23 revenues of only $8.1 billion versus consensus up at $8.44 billion.</p><p>Investors need to understand the consensus estimate forecast nearly 30% revenue growth for the quarter. The new guidance places revenue growth at a still very strong 25% clip while forecasting a $500 million sales reduction from the Russia situation and China&#39;s lockdowns.</p><p>Based on the recent guide-downs from <b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.</b> (SNAP) and the weakness in the crypto world, the market likely was expecting some weakness in the GPU segment. CEO Jensen Huang claimed the gaming-segment demand remained strong despite market concerns. Some of the weakness assigned to China, though, could be related to actual lower demand for crypto GPUs from miners, not the Covid-19 lockdowns. Per the CFO in the FQ1&#39;23 commentary, Colette Kress was clear the cryptocurrency mining sales are difficult to track:</p><blockquote>Our GPUs are capable of cryptocurrency mining, though we have limited visibility into how much this impacts our overall GPU demand. Volatility in the cryptocurrency market - such as the recent declines in cryptocurrency prices or changes in method of verifying transactions, including proof of work or proof of stake - can impact demand for our products and our ability to accurately estimate it. Most desktop NVIDIA Ampere architecture GeForce GPU shipments were Lite Hash Rate to help direct GeForce GPUs to gamers.</blockquote><p>In the quarter, NVIDIA claimed the Cryptocurrency Mining Processor revenues were nominal in the quarter, down from $155 million a year ago. This data would support a slowdown in PC gaming revenues.</p><p>The numbers are interesting, considering AMD reported Q1&#39;22 results back on May 3. The chip company reported for a slightly different period, with their quarter ending in March versus April for NVIDIA, but AMD didn&#39;t see any problems from Russia or China. Or, at least, the weakness wasn&#39;t enough to overcome strength in other areas.</p><p>At the time, AMD guided for the year to organic growth of ~34%, up from a prior guidance of 31%. CEO Lisa Su discussed a market still lacking in supply, with the company having more demand than the chips supplied to it by <b>Taiwan Semiconductor Manufacturing Company Limited</b> (TSM).</p><p>As well, AMD will benefit from some momentum of reporting Xilinx revenue in 2022 results. The market loves growth whether via organic revenue or not, and AMD will actually report official revenue growth in the 60% range.</p><p>Nvidia&#39;s reported quarterly revenue trends do not indicate any weakness in the business through the period ending May 1. The company saw the majority of sales growth via the Data Center segment, where sales continued to surge to $3.75 billion versus only $3.26 billion in the prior quarter.</p><p></p><p><img src=\"https://static.tigerbbs.com/181f09f3bd0c01b8c6849b85ad43b79e\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>Source: NVIDIA FQ1&#39;23 trends</p><p>If NVIDIA continues to see strong growth in the Data Center sector as forecasted, AMD shouldn&#39;t see any major impact to revenues going forward. A lot of the weakness for NVIDIA is related to PC gaming revenue in China, which is not as likely to impact AMD.</p><p>The chip company could face impacts from lower console sales. AMD has seen the EESC business surge to $2.5 billion quarterly due to datacenter revenues and console sales. The Computing and Graphics business was made up mostly of sales of Ryzen CPUs.</p><p></p><p><img src=\"https://static.tigerbbs.com/da68e59c936a719e50b4f001d58673fc\" tg-width=\"640\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/></p><p>Source: Next Platform</p><p>AMD would face more pressure from the NVIDIA results if the latter&#39;s weakness was from the datacenter segment. Not to mention, China has had various lockdowns for a couple of months, but the Shanghai and Beijing lockdowns didn&#39;t start until early April, with the biggest combined impact in late April and May. A quick reopening could limit the ultimate impact and any spillover to the results for AMD.</p><h2>Better Odds</h2><p>Based on the NVIDIA numbers, AMD is a better investment option here. The stock is vastly cheaper at ~20x forward EPS estimates versus NVIDIA at over 26x estimates.</p><p></p><p><img src=\"https://static.tigerbbs.com/2d334fac275eadb44531c86765fd9e11\" tg-width=\"635\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>In addition, AMD appears to have better odds of meeting revenue targets, though the lockdowns in China could definitely end up impacting AMD as well. CEO Lisa Su is very conservative in guiding financial targets. The most likely outcome following the Q2&#39;22 report is for the chip company not guiding up to further revenue gains for the year versus a trend of major revenue hikes in the last couple of years.</p><p>The stock might not be spared a selloff on any cut guidance, but AMD is a far better value with larger organic growth in the current period. The stock with the faster growth typically doesn&#39;t trade at a far lower P/E multiple.</p><p>The market hasn&#39;t caught on to AMD&#39;s guidance to mid-30% organic growth while NVIDIA placed growth at 25%. AMD remains in a cycle of taking premium PC and server CPU market share from <b>Intel</b> (INTC), providing some potential extra growth even during a tough economic climate.</p><p>Also, my previous research had forecasted far higher EPS targets for 2023 than what analysts currently predict at just $4.99. If AMD meets the analyst targets, the stock is cheap. If AMD matches our estimates at $5.68 per share, the stock should soar.</p><p>Note, the consensus estimates have AMD growing EPS by over 50% this year while NVIDIA is only forecast for 20% growth. AMD continues to expand margins from selling more premium PC chips along with larger amounts of server chips, not to mention the synergy benefits of the merger with Xilinx.</p><p>Investors should definitely prepare for a cut to growth targets for 2022, but the stock is already baking in a big revenue and EPS miss. AMD only trades at 20x analyst targets for 2023, providing <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better bargains in the market.</p><p>Heck, NVIDIA is the company that cut revenue targets for the quarter, not AMD. AMD is the one that now deserves the premium forward P/E multiple in the sector.</p><h2>Takeaway</h2><p>The key investor takeaway is that AMD didn&#39;t predict any plateau in the business only 3 weeks ago. Investors should use any weakness to continue building a position in the chip stock. China starting to reopen Shanghai could limit any damage during Q2&#39;22 as Chinese consumers catch up on purchases. Any negative read-through from the NVIDIA guidance shouldn&#39;t greatly impact AMD after the stock has already traded down 50% from the all-time high.</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>AMD: Read Off Nvidia's Earnings</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\">\nAMD: Read Off Nvidia's Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 13:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4514968-amd-read-off-nvidias-earnings><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip stocks initially fell after market leader NVIDIA Corporation (NVDA) cut numbers for the current quarter. Naturally, the market reacted negatively, selling off competitor Advanced Micro Devices, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514968-amd-read-off-nvidias-earnings\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4514968-amd-read-off-nvidias-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238732366","content_text":"Chip stocks initially fell after market leader NVIDIA Corporation (NVDA) cut numbers for the current quarter. Naturally, the market reacted negatively, selling off competitor Advanced Micro Devices, Inc. (NASDAQ:AMD) in the process. However, that reaction wasn't rational, with the stock already down 50% from the highs. My investment thesis remains ultra-Bullish even after the stock has rallied to $99 following the market realization that the negative guidance from NVIDIA wasn't so bad.Source: FinVizNot So BadNVIDIA reported FQ1'22 revenues that easily beat estimates by $190 million; EPS topped estimates at $1.36. The chip company, though, somewhat shocked the market with guidance for FQ2'23 revenues of only $8.1 billion versus consensus up at $8.44 billion.Investors need to understand the consensus estimate forecast nearly 30% revenue growth for the quarter. The new guidance places revenue growth at a still very strong 25% clip while forecasting a $500 million sales reduction from the Russia situation and China's lockdowns.Based on the recent guide-downs from Snap Inc. (SNAP) and the weakness in the crypto world, the market likely was expecting some weakness in the GPU segment. CEO Jensen Huang claimed the gaming-segment demand remained strong despite market concerns. Some of the weakness assigned to China, though, could be related to actual lower demand for crypto GPUs from miners, not the Covid-19 lockdowns. Per the CFO in the FQ1'23 commentary, Colette Kress was clear the cryptocurrency mining sales are difficult to track:Our GPUs are capable of cryptocurrency mining, though we have limited visibility into how much this impacts our overall GPU demand. Volatility in the cryptocurrency market - such as the recent declines in cryptocurrency prices or changes in method of verifying transactions, including proof of work or proof of stake - can impact demand for our products and our ability to accurately estimate it. Most desktop NVIDIA Ampere architecture GeForce GPU shipments were Lite Hash Rate to help direct GeForce GPUs to gamers.In the quarter, NVIDIA claimed the Cryptocurrency Mining Processor revenues were nominal in the quarter, down from $155 million a year ago. This data would support a slowdown in PC gaming revenues.The numbers are interesting, considering AMD reported Q1'22 results back on May 3. The chip company reported for a slightly different period, with their quarter ending in March versus April for NVIDIA, but AMD didn't see any problems from Russia or China. Or, at least, the weakness wasn't enough to overcome strength in other areas.At the time, AMD guided for the year to organic growth of ~34%, up from a prior guidance of 31%. CEO Lisa Su discussed a market still lacking in supply, with the company having more demand than the chips supplied to it by Taiwan Semiconductor Manufacturing Company Limited (TSM).As well, AMD will benefit from some momentum of reporting Xilinx revenue in 2022 results. The market loves growth whether via organic revenue or not, and AMD will actually report official revenue growth in the 60% range.Nvidia's reported quarterly revenue trends do not indicate any weakness in the business through the period ending May 1. The company saw the majority of sales growth via the Data Center segment, where sales continued to surge to $3.75 billion versus only $3.26 billion in the prior quarter.Source: NVIDIA FQ1'23 trendsIf NVIDIA continues to see strong growth in the Data Center sector as forecasted, AMD shouldn't see any major impact to revenues going forward. A lot of the weakness for NVIDIA is related to PC gaming revenue in China, which is not as likely to impact AMD.The chip company could face impacts from lower console sales. AMD has seen the EESC business surge to $2.5 billion quarterly due to datacenter revenues and console sales. The Computing and Graphics business was made up mostly of sales of Ryzen CPUs.Source: Next PlatformAMD would face more pressure from the NVIDIA results if the latter's weakness was from the datacenter segment. Not to mention, China has had various lockdowns for a couple of months, but the Shanghai and Beijing lockdowns didn't start until early April, with the biggest combined impact in late April and May. A quick reopening could limit the ultimate impact and any spillover to the results for AMD.Better OddsBased on the NVIDIA numbers, AMD is a better investment option here. The stock is vastly cheaper at ~20x forward EPS estimates versus NVIDIA at over 26x estimates.Data by YChartsIn addition, AMD appears to have better odds of meeting revenue targets, though the lockdowns in China could definitely end up impacting AMD as well. CEO Lisa Su is very conservative in guiding financial targets. The most likely outcome following the Q2'22 report is for the chip company not guiding up to further revenue gains for the year versus a trend of major revenue hikes in the last couple of years.The stock might not be spared a selloff on any cut guidance, but AMD is a far better value with larger organic growth in the current period. The stock with the faster growth typically doesn't trade at a far lower P/E multiple.The market hasn't caught on to AMD's guidance to mid-30% organic growth while NVIDIA placed growth at 25%. AMD remains in a cycle of taking premium PC and server CPU market share from Intel (INTC), providing some potential extra growth even during a tough economic climate.Also, my previous research had forecasted far higher EPS targets for 2023 than what analysts currently predict at just $4.99. If AMD meets the analyst targets, the stock is cheap. If AMD matches our estimates at $5.68 per share, the stock should soar.Note, the consensus estimates have AMD growing EPS by over 50% this year while NVIDIA is only forecast for 20% growth. AMD continues to expand margins from selling more premium PC chips along with larger amounts of server chips, not to mention the synergy benefits of the merger with Xilinx.Investors should definitely prepare for a cut to growth targets for 2022, but the stock is already baking in a big revenue and EPS miss. AMD only trades at 20x analyst targets for 2023, providing one of the better bargains in the market.Heck, NVIDIA is the company that cut revenue targets for the quarter, not AMD. AMD is the one that now deserves the premium forward P/E multiple in the sector.TakeawayThe key investor takeaway is that AMD didn't predict any plateau in the business only 3 weeks ago. Investors should use any weakness to continue building a position in the chip stock. China starting to reopen Shanghai could limit any damage during Q2'22 as Chinese consumers catch up on purchases. Any negative read-through from the NVIDIA guidance shouldn't greatly impact AMD after the stock has already traded down 50% from the all-time high.","news_type":1,"symbols_score_info":{"NVDA":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}