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Erikku
Erikku
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2022-09-06
$AEM HOLDINGS LTD(AWX.SI)$
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Erikku
Erikku
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2022-08-25
$Twitter(TWTR)$
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Erikku
Erikku
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2022-06-06
Good
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Erikku
Erikku
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2022-05-26
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Alibaba Beats Estimates for Quarterly Revenue
China's Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, p
Alibaba Beats Estimates for Quarterly Revenue
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Erikku
Erikku
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2022-05-18
Thanks
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Erikku
Erikku
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2022-04-25
Thanks for the information
2 Reasons to Be Bullish on NIO Stock
Nio (NIO) stock has been falling after the price hike announcement and the suspension of production.
2 Reasons to Be Bullish on NIO Stock
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Erikku
Erikku
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2022-04-18
Thanks
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Erikku
Erikku
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2022-04-14
Nice
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Erikku
Erikku
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2022-04-08
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S&P 500 Ends Higher, Lifted By Tesla
TheS&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and
S&P 500 Ends Higher, Lifted By Tesla
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Erikku
Erikku
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2022-04-07
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AMD Vs. Apple Stock: Which Is The Better Buy?
SummaryThe recent news for AMD and Apple that caught investors' attention were the new $8 billion sh
AMD Vs. Apple Stock: Which Is The Better Buy?
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At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.</p><p>Overall, revenue rose 9% to 204.05 billion yuan ($30.35 billion) in the quarter. Analysts on average had expected revenue of 199.25 billion yuan, according to Refinitiv data.</p><p>Alibaba Group said it would not give a forecast for the current fiscal year due to COVID-19 risks.</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 Beats Estimates for Quarterly Revenue</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 Beats Estimates for Quarterly Revenue\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 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>China's Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, powered by demand for its ecommerce and cloud services as lockdowns in the country's biggest cities forced offices to shift to remote work.</p><p>Alibaba shares jumped in trading Thursday.</p><p>The e-commerce giant's strong results come as Beijing extends support to its tech companies to avoid a hit from new COVID-19 outbreaks.</p><p>Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.</p><p>Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.</p><p>Overall, revenue rose 9% to 204.05 billion yuan ($30.35 billion) in the quarter. Analysts on average had expected revenue of 199.25 billion yuan, according to Refinitiv data.</p><p>Alibaba Group said it would not give a forecast for the current fiscal year due to COVID-19 risks.</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":"1130299206","content_text":"China's Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, powered by demand for its ecommerce and cloud services as lockdowns in the country's biggest cities forced offices to shift to remote work.Alibaba shares jumped in trading Thursday.The e-commerce giant's strong results come as Beijing extends support to its tech companies to avoid a hit from new COVID-19 outbreaks.Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.Overall, revenue rose 9% to 204.05 billion yuan ($30.35 billion) in the quarter. Analysts on average had expected revenue of 199.25 billion yuan, according to Refinitiv data.Alibaba Group said it would not give a forecast for the current fiscal year due to COVID-19 risks.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023326844,"gmtCreate":1652871240488,"gmtModify":1676535178093,"author":{"id":"3581305621743723","authorId":"3581305621743723","name":"Erikku","avatar":"https://static.tigerbbs.com/294b2fdf23d2efd60a7c0694ef8e548c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581305621743723","idStr":"3581305621743723"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023326844","repostId":"1142044909","repostType":4,"isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084877189,"gmtCreate":1650851630687,"gmtModify":1676534803288,"author":{"id":"3581305621743723","authorId":"3581305621743723","name":"Erikku","avatar":"https://static.tigerbbs.com/294b2fdf23d2efd60a7c0694ef8e548c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581305621743723","idStr":"3581305621743723"},"themes":[],"htmlText":"Thanks for the information","listText":"Thanks for the information","text":"Thanks for the information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084877189","repostId":"1130507299","repostType":2,"repost":{"id":"1130507299","kind":"news","pubTimestamp":1650850920,"share":"https://ttm.financial/m/news/1130507299?lang=&edition=fundamental","pubTime":"2022-04-25 09:42","market":"us","language":"en","title":"2 Reasons to Be Bullish on NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1130507299","media":"investorplace","summary":"Nio (NIO) stock has been falling after the price hike announcement and the suspension of production.","content":"<div>\n<p>Nio (NIO) stock has been falling after the price hike announcement and the suspension of production.The production halt is temporary and many other electric vehicle (EV) makers have also hiked their ...</p>\n\n<a href=\"https://investorplace.com/2022/04/2-reasons-to-be-bullish-on-nio-stock/\">Web Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons to Be Bullish on NIO Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reasons to Be Bullish on NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 09:42 GMT+8 <a href=https://investorplace.com/2022/04/2-reasons-to-be-bullish-on-nio-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock has been falling after the price hike announcement and the suspension of production.The production halt is temporary and many other electric vehicle (EV) makers have also hiked their ...</p>\n\n<a href=\"https://investorplace.com/2022/04/2-reasons-to-be-bullish-on-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/04/2-reasons-to-be-bullish-on-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130507299","content_text":"Nio (NIO) stock has been falling after the price hike announcement and the suspension of production.The production halt is temporary and many other electric vehicle (EV) makers have also hiked their prices.The dip in Nio stock is a great chance to take your position.Electric Vehicle makers in China are having trouble due to the fresh Covid-19 lockdown. Having recently announced a forced halt in EV production, Nio (NYSE:NIO) stock has suffered. The stock tumbled after the announcement since investors assumed that the company will miss production targets. NIO stock went from $23 to $19 over the past two weeks. Once the impact of the pandemic subsides, Nio will have a massive market to cater to since the demand for EVs is only going to expand in the coming years.I think the market is overreacting to this move and has a misunderstanding that Nio has completely suspended production. However, this is not the case. Let’s dig deeper into the two reasons you should be bullish on NIO stock.The Production Halt Was TemporaryThe situation is not as bad as it is feared and I think that it is only temporary. Nio was only taking a short production halt and not closing production completely. However, we might see a dip in the delivery numbers, but it could only be for a month and not a consistent dip. According to the management, Nio will still be running but on a limited scale, and the halt is limited to the weekends only. Nio has already resumed production.Let’s not miss out on the big picture. Nio could be up and running in the next few weeks at its full capacity since it has not suspended production completely. This is not reason enough for investors to give up on NIO stock. Interestingly, the company reported solid deliveries for March and met the quarterly delivery target. This is reason enough to have faith in Nio’s production abilities.Nio Is Not the Only One Considering a Price HikeOne thing to keep in mind is that whenever the price of raw material increases, manufacturers will consider a price hike. In this case, the price of lithium is skyrocketing and it has impacted all EV makers. However, Nio is not the only one raising the price of its cars. Tesla (NASDAQ:TSLA) has increased prices several times in the past. Since China is still grappling with the pandemic, Nio will have to pay a higher price for the raw materials and this will have an impact on the cost of production. Nio doesn’t have much choice except to raise the price of its cars.Even Lucid (NASDAQ:LCID) is considering a price hike to meet the supply chain and inflation concerns. The automakers who haven’t announced a price hike yet may have to do so in the coming months. Sustaining demand in the competitive EV industry is the key to success and as long as Nio manages to produce and deliver the projected number of cars, it will be able to keep growing.Bottom Line on Nio StockNio is suffering more than it should and it is because of temporary reasons. The stock was once trading as high as $55 and is finding it difficult to hit $25 now. However, I believe the stock has solid potential to grow and reap returns in the long term. NIO stock is a long-term play and not a stock to sell when the market is down. Keep holding on to the stock for better returns in the second half of the year.UBS analyst Paul Gong has a buy rating for the stock with a price target of $32. The analyst thinks that the time to strike is now and the shares look undervalued at the current level. Further, Martin Heung, a Nomura analyst has a buy rating with a price target of $51.50 on NIO shares. At a price target of $51.50, the analyst gives a massive upside potential. Do not underestimate the potential of the stock to rebound and that will be your chance to make the most of NIO stock.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088000695,"gmtCreate":1650286871591,"gmtModify":1676534686697,"author":{"id":"3581305621743723","authorId":"3581305621743723","name":"Erikku","avatar":"https://static.tigerbbs.com/294b2fdf23d2efd60a7c0694ef8e548c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581305621743723","idStr":"3581305621743723"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088000695","repostId":"1117157595","repostType":4,"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089086812,"gmtCreate":1649932448575,"gmtModify":1676534609852,"author":{"id":"3581305621743723","authorId":"3581305621743723","name":"Erikku","avatar":"https://static.tigerbbs.com/294b2fdf23d2efd60a7c0694ef8e548c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581305621743723","idStr":"3581305621743723"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089086812","repostId":"1136258892","repostType":2,"isVote":1,"tweetType":1,"viewCount":1566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012420592,"gmtCreate":1649375296850,"gmtModify":1676534500174,"author":{"id":"3581305621743723","authorId":"3581305621743723","name":"Erikku","avatar":"https://static.tigerbbs.com/294b2fdf23d2efd60a7c0694ef8e548c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581305621743723","idStr":"3581305621743723"},"themes":[],"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/9012420592","repostId":"1192998917","repostType":4,"repost":{"id":"1192998917","kind":"news","pubTimestamp":1649372820,"share":"https://ttm.financial/m/news/1192998917?lang=&edition=fundamental","pubTime":"2022-04-08 07:07","market":"us","language":"en","title":"S&P 500 Ends Higher, Lifted By Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1192998917","media":"Reuters","summary":"TheS&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and ","content":"<html><head></head><body><p>The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.</p><p>TeslaInc rose 1.2% and Microsoft Corp added 0.6%, helping lift the S&P 500 and provide the Nasdaq a modest gain.</p><p>Also supporting the S&P 500, Pfizer Inc jumped 4.3%after it said it would buy privately held ReViral Ltd in a deal worth as much as $525 million, its second acquisition in less than six months to boost its drug portfolio.</p><p>The S&P traded at a loss for much of the day before rallying near the end of the session.</p><p>“We don't know how Ukraine is going resolve itself. We don't know how this hawkish Fed is going to impact the economy. We don't know if they can navigate a soft landing. What it equals is a whipsaw market,” said Dennis Dick, a trader at Bright Trading LLC. “If you're following trends, then you're lost in this market because all this market is is chop.”</p><p>Mega-cap growth stocks came under pressure earlier this week after comments from Fed policymakers and minutes from the central bank's March meeting suggested a rapid removal of stimulus measures put in place during the pandemic.</p><p>St. Louis Federal Reserve President James Bullard said the U.S. central bank's short-term policy rate should reach 3.5% later this year.</p><p>Minutes released on Wednesday showed that Fed officials "generally agreed" to cut up to $95 billion a month from the central bank's asset holdings even as the war in Ukraine tempered the first U.S. interest rate increase since 2018.</p><p>"The realization for investors continues that the Fed is still not at max hawkishness and we're going to err on the side of them wanting to do more to continue to control inflation," said Anastasia Amoroso, chief investment strategist at iCapital Network, an investment marketplace firm.</p><p>Traders now see 88.9% likelihood of a 50 basis-point rate hike at the central bank's meeting next month. [IRPR]</p><p>U.S. companies will start reporting first-quarter results in the coming weeks, with banks set to kick off the season in earnest next week. Analysts on average expect S&P 500 companies' earnings to have grown 6.4% in the March quarter, according to I/B/E/S data from Refinitiv. That compares with over 30% growth in the prior quarter.</p><p>"As we get into the heart of earnings season, I expect volatility to be very prominent," said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. "We could see strong results that beat the highest expectations, but weak expectations for the next 12 months."</p><p>Among the 11 S&P 500 sector indexes, real estate was among the deepest decliners, while the health sector index was among the top gainers.</p><p>Adding to cautious sentiment, Russian Foreign Minister Sergei Lavrov said Ukraine had presented Moscow with a draft peace deal that contained "unacceptable" elements, while the U.S. Senate voted to remove "most favored nation" trade status for Russia in one bill and ban oil imports in another.</p><p>Unofficially, the Dow Jones Industrial Average rose 0.25% to end at 34,583.57 points, while the S&P 500 gained 0.43% to 4,500.21.</p><p>The Nasdaq Composite climbed 0.06% to 13,897.30.</p><p>With investors worried about the effect of rising interest rates, growth stocks with pricey valuations have underperformed value stocks so far in 2022.</p><p>In economic news, data showed the number of Americans filing new claims for unemployment benefits fell last week, indicating a further tightening of labor market conditions heading into the second quarter that could contribute to keeping inflation elevated.</p><p>Among other movers, HP Inc jumped 14.8% afterWarren Buffett's Berkshire Hathaway Inc disclosed it purchased nearly 121 million shares of the personal computing and printing company.</p><p>Costco Wholesale Corp rallied 4% after the retailer late on Wednesday reported a surge in March sales.</p><p>American Airlines Group Inc, Delta Air Lines Inc, Southwest Airlines Co and United Airlines Holdings Inc fell between 1.6% and 3.1% afterBarclayswarned of a recent jump in oil prices hurting first-quarter earnings.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.11-to-1 ratio; on Nasdaq, a 1.45-to-1 ratio favored decliners.</p><p>The S&P 500 posted 32 new 52-week highs and 26 new lows; the Nasdaq Composite recorded 45 new highs and 219 new lows.</p><p>About 11.5 billion shares changed hands in U.S. exchanges, compared with the 13.0 billion daily average over the last 20 sessions.</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 Ends Higher, Lifted By Tesla</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 Ends Higher, Lifted By Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 07:07 GMT+8 <a href=https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and...</p>\n\n<a href=\"https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192998917","content_text":"The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and Microsoft Corp added 0.6%, helping lift the S&P 500 and provide the Nasdaq a modest gain.Also supporting the S&P 500, Pfizer Inc jumped 4.3%after it said it would buy privately held ReViral Ltd in a deal worth as much as $525 million, its second acquisition in less than six months to boost its drug portfolio.The S&P traded at a loss for much of the day before rallying near the end of the session.“We don't know how Ukraine is going resolve itself. We don't know how this hawkish Fed is going to impact the economy. We don't know if they can navigate a soft landing. What it equals is a whipsaw market,” said Dennis Dick, a trader at Bright Trading LLC. “If you're following trends, then you're lost in this market because all this market is is chop.”Mega-cap growth stocks came under pressure earlier this week after comments from Fed policymakers and minutes from the central bank's March meeting suggested a rapid removal of stimulus measures put in place during the pandemic.St. Louis Federal Reserve President James Bullard said the U.S. central bank's short-term policy rate should reach 3.5% later this year.Minutes released on Wednesday showed that Fed officials \"generally agreed\" to cut up to $95 billion a month from the central bank's asset holdings even as the war in Ukraine tempered the first U.S. interest rate increase since 2018.\"The realization for investors continues that the Fed is still not at max hawkishness and we're going to err on the side of them wanting to do more to continue to control inflation,\" said Anastasia Amoroso, chief investment strategist at iCapital Network, an investment marketplace firm.Traders now see 88.9% likelihood of a 50 basis-point rate hike at the central bank's meeting next month. [IRPR]U.S. companies will start reporting first-quarter results in the coming weeks, with banks set to kick off the season in earnest next week. Analysts on average expect S&P 500 companies' earnings to have grown 6.4% in the March quarter, according to I/B/E/S data from Refinitiv. That compares with over 30% growth in the prior quarter.\"As we get into the heart of earnings season, I expect volatility to be very prominent,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"We could see strong results that beat the highest expectations, but weak expectations for the next 12 months.\"Among the 11 S&P 500 sector indexes, real estate was among the deepest decliners, while the health sector index was among the top gainers.Adding to cautious sentiment, Russian Foreign Minister Sergei Lavrov said Ukraine had presented Moscow with a draft peace deal that contained \"unacceptable\" elements, while the U.S. Senate voted to remove \"most favored nation\" trade status for Russia in one bill and ban oil imports in another.Unofficially, the Dow Jones Industrial Average rose 0.25% to end at 34,583.57 points, while the S&P 500 gained 0.43% to 4,500.21.The Nasdaq Composite climbed 0.06% to 13,897.30.With investors worried about the effect of rising interest rates, growth stocks with pricey valuations have underperformed value stocks so far in 2022.In economic news, data showed the number of Americans filing new claims for unemployment benefits fell last week, indicating a further tightening of labor market conditions heading into the second quarter that could contribute to keeping inflation elevated.Among other movers, HP Inc jumped 14.8% afterWarren Buffett's Berkshire Hathaway Inc disclosed it purchased nearly 121 million shares of the personal computing and printing company.Costco Wholesale Corp rallied 4% after the retailer late on Wednesday reported a surge in March sales.American Airlines Group Inc, Delta Air Lines Inc, Southwest Airlines Co and United Airlines Holdings Inc fell between 1.6% and 3.1% afterBarclayswarned of a recent jump in oil prices hurting first-quarter earnings.Declining issues outnumbered advancing ones on the NYSE by a 1.11-to-1 ratio; on Nasdaq, a 1.45-to-1 ratio favored decliners.The S&P 500 posted 32 new 52-week highs and 26 new lows; the Nasdaq Composite recorded 45 new highs and 219 new lows.About 11.5 billion shares changed hands in U.S. exchanges, compared with the 13.0 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012864280,"gmtCreate":1649305847685,"gmtModify":1676534489384,"author":{"id":"3581305621743723","authorId":"3581305621743723","name":"Erikku","avatar":"https://static.tigerbbs.com/294b2fdf23d2efd60a7c0694ef8e548c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581305621743723","idStr":"3581305621743723"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012864280","repostId":"1173962736","repostType":2,"repost":{"id":"1173962736","kind":"news","pubTimestamp":1649289798,"share":"https://ttm.financial/m/news/1173962736?lang=&edition=fundamental","pubTime":"2022-04-07 08:03","market":"us","language":"en","title":"AMD Vs. Apple Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173962736","media":"Seeking Alpha","summary":"SummaryThe recent news for AMD and Apple that caught investors' attention were the new $8 billion sh","content":"<html><head></head><body><p>Summary</p><ul><li>The recent news for AMD and Apple that caught investors' attention were the new $8 billion share repurchase program and the rumored decline in iPhone SE production for Q2, respectively.</li><li>AMD's shares have underperformed Apple by a wide margin year-to-date in 2022.</li><li>I view Apple as the Buy of the two stocks, and I am particularly positive on the potential launch of hardware subscriptions for AAPL.</li><li>Looking for more investing ideas like this one? Get them exclusively at Asia Value & Moat Stocks.</li></ul><p>Elevator Pitch</p><p>I am of the view that Apple Inc. (NASDAQ:AAPL) is a better buy as compared to Advanced Micro Devices, Inc. (NASDAQ:AMD). I previously wrote about AAPL and AMD in earlier articles published onFebruary24, 2022andJanuary 31, 2022, respectively. My analysis finds that Apple is in a better position to maintain or expand its current valuation multiples as compared to AMD. Recent speculation about lower iPhone SE production for AAPL is not a major worry, and I see the potential introduction of hardware subscriptions as a key re-rating catalyst for Apple's shares.</p><p>AMD And Apple Stock Key Metrics</p><p>Recent developments for AMD and Apple deserve attention, and it is relevant to evaluate certain key metrics disclosed for these two companies in the past few months.</p><p>On February 24, 2022, AMDrevealedthat the company's "board of directors approved a new $8 billion share repurchase program." As of the date of this announcement, AMD also still had $1 billion remaining from its prior share buyback authorization announced in May 2021. The new $8 billion share buyback program is quite significant representing approximately 4.6% of AMD's market capitalization, and it is usually good when companies return more capital to their shareholders.</p><p>But things are not as straightforward as it sounds on paper. AMD's new share repurchase program is likely initiated with the purpose of offsetting the dilution associated with the recent acquisition of Xilinx. In the February 24, 2022 announcement, AMD also acknowledged that it intends to buy back more of its own shares with the aim of both "offsetting dilution from stock issuances and reducing share count over time."</p><p>Two weeks prior to the share buyback announcement, AMD confirmed on February 14, 2022 that the company's takeover of Xilinx has been completed. Based on my estimates, AMD's shares outstanding (excluding the effects of any share repurchases) will increase by approximately +35% as this transaction is entirely funded by the issuance of shares.</p><p>In my previous January 31, 2022 update for AMD, I noted that the company's "growth for FY 2022 could be diluted as a result of the Xilinx deal." My view is supported by the work of other sell-side analysts as well. A February 11, 2022 sell-side report (not publicly available) titled "Updated XLNX Accretion Analysis Ahead of the Deal Close" published by Raymond James Financial (RJF) estimates "about $0.43 of dilution to 2022 earnings" for AMD. This is because the dilution effects of the increased share count "exceeds the accretion from adding Xilinx earnings (which has grown at a slower rate vs. AMD)."</p><p>Although the $8 billion new share repurchase program will help to partially offset the dilution effects relating to the Xilinx acquisition, this deal will still have a negative impact on AMD's short-term financial performance.</p><p>Separately, the most notable metric relating to Apple is the company's estimated (or speculated) production volume for its key products.</p><p>On March 28, 2022<i>Seeking Alpha News</i>publishedan article citing a<i>Nikkei Asia</i>report which claimed that Apple "is cutting 20% of its planned iPhone SE output for the next quarter (2Q 2022 in calendar year terms)."</p><p>In my opinion, I think that there are three reasons why investors shouldn't be unduly worried even if such speculation about AAPL's iPhone SE production cut turns out to be true.</p><p>Firstly, it could be simply a case of Apple prioritizing the production of specific key products over others, as it did in the past. In my prior November 12, 2021articleon Apple, I analyzed why AAPL "reduced the production of iPads" in consideration of "long lead times for iPhone 13" and expectations of weaker demand for iPads."</p><p>Secondly, iPhone SE should not account for a meaningful proportion of Apple's sales. Analysts from<i>IDC</i>estimatethat the recently launched iPhone SE 3 could possibly contribute a modest 10% of the company's total shipments for iPhones.</p><p>Thirdly, my analysis of Apple's historical quarterly revenue in recent years suggests that the company's revenue is typically higher in the second half of the calendar year vis-a-vis the first half. This is likely attributable to the launch of the new iPhone flagship model in September/October and holiday season purchases. As such, Q2 2021 is not a peak season for Apple's product sales, so even if production falls below expectations, this shouldn't be a major concern.</p><p>In the subsequent sections of the current article, I touch on the historical share price performance and the outlook for both AMD and Apple.</p><p>Does AMD Or Apple Perform Better?</p><p>Apple's shares have performed much better than AMD in 2022 thus far.</p><p><b>2022 Year-to-date Stock Price Performance For AMD And Apple</b></p><p><img src=\"https://static.tigerbbs.com/c6bd9e03105594699fd285f8a0f82990\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Apple's stock price decreased by -1.8% in 2022 year-to-date, which is even better than the -4.3% decline for the S&P 500 over the same period. In contrast, AMD's share price has already fallen by -24.8% in the first three months or so of this year.</p><p>One factor that accounts for AMD's inferior share price performance vis-a-vis Apple is that the short-term negative effects of the recent Xilinx acquisition might be a greater concern for investors as compared to the potential reduction in production volumes for Apple, which I explained earlier.</p><p>Another factor is that the valuation de-rating for AMD has been much more severe. Notably, Apple and AMD are currently valued by the market at consensus forward next twelve months' normalized P/E multiples of 28.0 times and 26.8 times, respectively based on<i>S&P Capital IQ</i>data and their last traded share prices as of April 1, 2022. But AMD traded at 47.9 times forward P/E at the beginning of 2022, while the market valued AAPL at a more reasonable forward P/E of 32.0 times as of January 3, 2022.</p><p>Is AMD Or Apple's Market Capitalization Growing Faster?</p><p>AMD's market capitalization has been growing much faster than that of Apple in the past 10 years. This holds true, even if one does the same comparison for theone-year, three-year and five-year periods.</p><p><b>The Relative Growth In The Market Capitalizations Of AMD And Apple In Percentage Terms For The Past Decade</b></p><p><img src=\"https://static.tigerbbs.com/08b0b2c3cdf6c0777e684ca3da267ca0\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>It is a different story, when one compares the market capitalization of the two listed companies in absolute terms. Apple is approximately 16 times as large as AMD with regards to market capitalization.</p><p><b>A Comparison Of The Market Capitalizations Of AMD And Apple In Absolute Terms</b></p><p><img src=\"https://static.tigerbbs.com/ebab4db9006a7f45086b9db5ac8a99c6\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Of course, it is the future that matters, rather than what has happened in the past. In the next section, I discuss the outlook and growth prospects for Apple and AMD.</p><p>Will AMD Be Worth More Than Apple In The Future?</p><p>In my view, it is highly unlikely that AMD's market capitalization can exceed that of Apple in the foreseeable future. More importantly, I think that Apple's shares should outperform AMD in the near term.</p><p>Sell-side consensus data sourced from<i>S&P Capital IQ</i>data suggests that AMD is expected to generate a normalized net profit of $11.1 billion in fiscal 2026, while Apple is forecast to deliver normalized earnings of $146.6 billion in FY 2026. In other words, this implies that if AAPL is valued by the market at 25 times P/E in 2026, AMD will have to trade at a P/E ratio of 330 times to equal Apple's market capitalization. This implies that there is a very low probability that AMD will be worth more than Apple in the next five years.</p><p>Separately, as I mentioned earlier in this article, both stocks are now trading at forward P/E multiples in the mid-to-high twenties percentage level. For the next one year, I also expect Apple to be valued by the market at a relatively higher P/E multiple than AMD, and do better than the latter in terms of share price performance.</p><p>In the case of AMD, there has been a substantial valuation de-rating for high-flying, high-growth tech stocks in recent months, and it will be challenging for AMD to trade back up to 40-60 times P/E levels that it used to trade at in 2020 and 2021. Moreover, the dilutive effects of the Xilinx deal will put a cap on the potential earnings growth for AMD this year.</p><p>On the other hand, Apple is well-positioned to continue trading at its current P/E multiples in the high-twenties level, and a further expansion in its P/E multiples to the low-to-mid thirties can't be ruled out.</p><p>Specifically, AAPL's plans for hardware subscriptions could be a major boost to its valuations. On March 23, 2022,<i>Seeking Alpha News</i>highlightedthat Apple "is reportedly working on a subscription plan to make owning iPhones and other hardware, such as Macs, similar to paying a monthly app fee" citing a<i>Bloomberg</i>report. Although Apple has yet to officially release details on this new strategy, this could possibly be a game changer for the company.</p><p>Apple's forward P/E multiple has re-rated significantly from the low-teens levels in the 2017-2019 period to above 20 times in the past two years. A key driver of this positive valuation re-rating has been an increasing proportion of high-margin and recurring revenues in recent years.</p><p>If AAPL makes the shift to hardware subscriptions, it could help to lower the financial burden of owning more Apple hardware products. This might translate to higher hardware sales and also increased services revenue. With more consumers owning multiple Apple hardware products, there are also even more "touch-points" for Apple to cross-sell other high-margin services, which supports further valuation re-rating for AAPL.</p><p>Is AMD Or AAPL Stock A Better Buy?</p><p>AAPL stock is a better Buy than AMD in my opinion. As explained above, I think it is challenging for AMD's shares to see a positive re-rating any time soon. On the other hand, Apple should be able to maintain or expand its valuation multiples going forward thanks to an increasing proportion of recurring services revenue.</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 Vs. Apple Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Vs. Apple Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 08:03 GMT+8 <a href=https://seekingalpha.com/article/4499912-amd-vs-apple-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe recent news for AMD and Apple that caught investors' attention were the new $8 billion share repurchase program and the rumored decline in iPhone SE production for Q2, respectively.AMD's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499912-amd-vs-apple-stock-better-buy\">Web 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","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4499912-amd-vs-apple-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173962736","content_text":"SummaryThe recent news for AMD and Apple that caught investors' attention were the new $8 billion share repurchase program and the rumored decline in iPhone SE production for Q2, respectively.AMD's shares have underperformed Apple by a wide margin year-to-date in 2022.I view Apple as the Buy of the two stocks, and I am particularly positive on the potential launch of hardware subscriptions for AAPL.Looking for more investing ideas like this one? Get them exclusively at Asia Value & Moat Stocks.Elevator PitchI am of the view that Apple Inc. (NASDAQ:AAPL) is a better buy as compared to Advanced Micro Devices, Inc. (NASDAQ:AMD). I previously wrote about AAPL and AMD in earlier articles published onFebruary24, 2022andJanuary 31, 2022, respectively. My analysis finds that Apple is in a better position to maintain or expand its current valuation multiples as compared to AMD. Recent speculation about lower iPhone SE production for AAPL is not a major worry, and I see the potential introduction of hardware subscriptions as a key re-rating catalyst for Apple's shares.AMD And Apple Stock Key MetricsRecent developments for AMD and Apple deserve attention, and it is relevant to evaluate certain key metrics disclosed for these two companies in the past few months.On February 24, 2022, AMDrevealedthat the company's \"board of directors approved a new $8 billion share repurchase program.\" As of the date of this announcement, AMD also still had $1 billion remaining from its prior share buyback authorization announced in May 2021. The new $8 billion share buyback program is quite significant representing approximately 4.6% of AMD's market capitalization, and it is usually good when companies return more capital to their shareholders.But things are not as straightforward as it sounds on paper. AMD's new share repurchase program is likely initiated with the purpose of offsetting the dilution associated with the recent acquisition of Xilinx. In the February 24, 2022 announcement, AMD also acknowledged that it intends to buy back more of its own shares with the aim of both \"offsetting dilution from stock issuances and reducing share count over time.\"Two weeks prior to the share buyback announcement, AMD confirmed on February 14, 2022 that the company's takeover of Xilinx has been completed. Based on my estimates, AMD's shares outstanding (excluding the effects of any share repurchases) will increase by approximately +35% as this transaction is entirely funded by the issuance of shares.In my previous January 31, 2022 update for AMD, I noted that the company's \"growth for FY 2022 could be diluted as a result of the Xilinx deal.\" My view is supported by the work of other sell-side analysts as well. A February 11, 2022 sell-side report (not publicly available) titled \"Updated XLNX Accretion Analysis Ahead of the Deal Close\" published by Raymond James Financial (RJF) estimates \"about $0.43 of dilution to 2022 earnings\" for AMD. This is because the dilution effects of the increased share count \"exceeds the accretion from adding Xilinx earnings (which has grown at a slower rate vs. AMD).\"Although the $8 billion new share repurchase program will help to partially offset the dilution effects relating to the Xilinx acquisition, this deal will still have a negative impact on AMD's short-term financial performance.Separately, the most notable metric relating to Apple is the company's estimated (or speculated) production volume for its key products.On March 28, 2022Seeking Alpha Newspublishedan article citing aNikkei Asiareport which claimed that Apple \"is cutting 20% of its planned iPhone SE output for the next quarter (2Q 2022 in calendar year terms).\"In my opinion, I think that there are three reasons why investors shouldn't be unduly worried even if such speculation about AAPL's iPhone SE production cut turns out to be true.Firstly, it could be simply a case of Apple prioritizing the production of specific key products over others, as it did in the past. In my prior November 12, 2021articleon Apple, I analyzed why AAPL \"reduced the production of iPads\" in consideration of \"long lead times for iPhone 13\" and expectations of weaker demand for iPads.\"Secondly, iPhone SE should not account for a meaningful proportion of Apple's sales. Analysts fromIDCestimatethat the recently launched iPhone SE 3 could possibly contribute a modest 10% of the company's total shipments for iPhones.Thirdly, my analysis of Apple's historical quarterly revenue in recent years suggests that the company's revenue is typically higher in the second half of the calendar year vis-a-vis the first half. This is likely attributable to the launch of the new iPhone flagship model in September/October and holiday season purchases. As such, Q2 2021 is not a peak season for Apple's product sales, so even if production falls below expectations, this shouldn't be a major concern.In the subsequent sections of the current article, I touch on the historical share price performance and the outlook for both AMD and Apple.Does AMD Or Apple Perform Better?Apple's shares have performed much better than AMD in 2022 thus far.2022 Year-to-date Stock Price Performance For AMD And AppleSeeking AlphaApple's stock price decreased by -1.8% in 2022 year-to-date, which is even better than the -4.3% decline for the S&P 500 over the same period. In contrast, AMD's share price has already fallen by -24.8% in the first three months or so of this year.One factor that accounts for AMD's inferior share price performance vis-a-vis Apple is that the short-term negative effects of the recent Xilinx acquisition might be a greater concern for investors as compared to the potential reduction in production volumes for Apple, which I explained earlier.Another factor is that the valuation de-rating for AMD has been much more severe. Notably, Apple and AMD are currently valued by the market at consensus forward next twelve months' normalized P/E multiples of 28.0 times and 26.8 times, respectively based onS&P Capital IQdata and their last traded share prices as of April 1, 2022. But AMD traded at 47.9 times forward P/E at the beginning of 2022, while the market valued AAPL at a more reasonable forward P/E of 32.0 times as of January 3, 2022.Is AMD Or Apple's Market Capitalization Growing Faster?AMD's market capitalization has been growing much faster than that of Apple in the past 10 years. This holds true, even if one does the same comparison for theone-year, three-year and five-year periods.The Relative Growth In The Market Capitalizations Of AMD And Apple In Percentage Terms For The Past DecadeSeeking AlphaIt is a different story, when one compares the market capitalization of the two listed companies in absolute terms. Apple is approximately 16 times as large as AMD with regards to market capitalization.A Comparison Of The Market Capitalizations Of AMD And Apple In Absolute TermsSeeking AlphaOf course, it is the future that matters, rather than what has happened in the past. In the next section, I discuss the outlook and growth prospects for Apple and AMD.Will AMD Be Worth More Than Apple In The Future?In my view, it is highly unlikely that AMD's market capitalization can exceed that of Apple in the foreseeable future. More importantly, I think that Apple's shares should outperform AMD in the near term.Sell-side consensus data sourced fromS&P Capital IQdata suggests that AMD is expected to generate a normalized net profit of $11.1 billion in fiscal 2026, while Apple is forecast to deliver normalized earnings of $146.6 billion in FY 2026. In other words, this implies that if AAPL is valued by the market at 25 times P/E in 2026, AMD will have to trade at a P/E ratio of 330 times to equal Apple's market capitalization. This implies that there is a very low probability that AMD will be worth more than Apple in the next five years.Separately, as I mentioned earlier in this article, both stocks are now trading at forward P/E multiples in the mid-to-high twenties percentage level. For the next one year, I also expect Apple to be valued by the market at a relatively higher P/E multiple than AMD, and do better than the latter in terms of share price performance.In the case of AMD, there has been a substantial valuation de-rating for high-flying, high-growth tech stocks in recent months, and it will be challenging for AMD to trade back up to 40-60 times P/E levels that it used to trade at in 2020 and 2021. Moreover, the dilutive effects of the Xilinx deal will put a cap on the potential earnings growth for AMD this year.On the other hand, Apple is well-positioned to continue trading at its current P/E multiples in the high-twenties level, and a further expansion in its P/E multiples to the low-to-mid thirties can't be ruled out.Specifically, AAPL's plans for hardware subscriptions could be a major boost to its valuations. On March 23, 2022,Seeking Alpha Newshighlightedthat Apple \"is reportedly working on a subscription plan to make owning iPhones and other hardware, such as Macs, similar to paying a monthly app fee\" citing aBloombergreport. Although Apple has yet to officially release details on this new strategy, this could possibly be a game changer for the company.Apple's forward P/E multiple has re-rated significantly from the low-teens levels in the 2017-2019 period to above 20 times in the past two years. A key driver of this positive valuation re-rating has been an increasing proportion of high-margin and recurring revenues in recent years.If AAPL makes the shift to hardware subscriptions, it could help to lower the financial burden of owning more Apple hardware products. This might translate to higher hardware sales and also increased services revenue. With more consumers owning multiple Apple hardware products, there are also even more \"touch-points\" for Apple to cross-sell other high-margin services, which supports further valuation re-rating for AAPL.Is AMD Or AAPL Stock A Better Buy?AAPL stock is a better Buy than AMD in my opinion. As explained above, I think it is challenging for AMD's shares to see a positive re-rating any time soon. On the other hand, Apple should be able to maintain or expand its valuation multiples going forward thanks to an increasing proportion of recurring services revenue.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}