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2022-04-29
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Why Teladoc Health's Latest Earnings Call Was So Disappointing
An enormous write-down on its chronic-care business is just part of the problem.
Why Teladoc Health's Latest Earnings Call Was So Disappointing
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2022-04-29
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Apple Stock Swings to a Loss After Executives Warn of Billions in Added Costs
Apple expects pressure from supply-chain woes to be 'substantially larger' in current quarter than t
Apple Stock Swings to a Loss After Executives Warn of Billions in Added Costs
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2022-04-28
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Tiger Chart｜Return on Investment of Warren Buffett's Berkshire Hathaway
Buffett's Berkshire Hathaway delivered a 24.4% annualized return on investment between 1965 and 2021
Tiger Chart｜Return on Investment of Warren Buffett's Berkshire Hathaway
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2022-04-27
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Tiger Chart｜The Warren Buffett & Berkshire Hathaway Timeline
The offline Warren Buffett annual shareholders meeting after a two-year absence has finally returned
Tiger Chart｜The Warren Buffett & Berkshire Hathaway Timeline
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2022-04-26
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2022-04-25
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Alphabet Earnings Preview: Google Ads Revenue Growth May Decelerate
Google parent Alphabet is slated to report its first-quarter 2022 results after the market close on
Alphabet Earnings Preview: Google Ads Revenue Growth May Decelerate
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2022-04-24
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Will Nvidia Be a Trillion-Dollar Stock by 2025?
The chipmaker nearly joined the twelve-zero club last year, but it could be awhile before it gets back there.
Will Nvidia Be a Trillion-Dollar Stock by 2025?
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2022-04-22
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US STOCKS-Wall St Ends down as Powell Plops 50 Bps Rate Hike on Table
Fed's Powell says 50 bps rate hike 'on the table'United Airlines, American Airlines jump on earnings
US STOCKS-Wall St Ends down as Powell Plops 50 Bps Rate Hike on Table
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2022-04-20
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2022-04-19
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Will Nvidia Stock Hold Key Support As It Nears 2022 Low?
When the stock market rallied off the lows in mid-March, Nvidia (NASDAQ:NVDA) was one of the leaders
Will Nvidia Stock Hold Key Support As It Nears 2022 Low?
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22:58","market":"us","language":"en","title":"Why Teladoc Health's Latest Earnings Call Was So Disappointing","url":"https://stock-news.laohu8.com/highlight/detail?id=2230408224","media":"Motley Fool","summary":"An enormous write-down on its chronic-care business is just part of the problem.","content":"<div>\n<p>Quick: Somebody call a virtual doctor! The stock market just pushed America's leading telehealth business down a flight of stairs.Shares of Teladoc Health fell hard after U.S. stock markets closed on ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/why-teladoc-healths-latest-earnings-call-was-so-di/\">Web 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>Why Teladoc Health's Latest Earnings Call Was So Disappointing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Teladoc Health's Latest Earnings Call Was So Disappointing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 22:58 GMT+8 <a href=https://www.fool.com/investing/2022/04/28/why-teladoc-healths-latest-earnings-call-was-so-di/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quick: Somebody call a virtual doctor! The stock market just pushed America's leading telehealth business down a flight of stairs.Shares of Teladoc Health fell hard after U.S. stock markets closed on ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/why-teladoc-healths-latest-earnings-call-was-so-di/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2022/04/28/why-teladoc-healths-latest-earnings-call-was-so-di/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230408224","content_text":"Quick: Somebody call a virtual doctor! The stock market just pushed America's leading telehealth business down a flight of stairs.Shares of Teladoc Health fell hard after U.S. stock markets closed on Wednesday in response to a dismal first-quarter earnings call. The company was able to report total revenue that soared 25% year over year, but the market is responding to signs of trouble that aren't apparent until you look past the headline numbers.Here's why investment bank analysts quickly lined up to downgrade the already embattled telehealth stock.A chronic disasterUsing smartphones to connect patients with doctors is a minor challenge that at least a dozen of Teladoc's competitors can handle. With this fear of commoditization in mind, Teladoc Health boldly acquired a chronic-care management business called Livongo Health for $18.5 billion in 2020.Just before the acquisition, Livongo was growing by leaps and bounds. On Sept. 30, 2020, Livongo for Diabetes had 442,000 members, which was 113% more than it had a year earlier.Data source: Teladoc Health. Chart by author.Livongo had already begun expanding from its flagship diabetes service to blood pressure management and weight loss at the time of the acquisition. Despite having a lot more resources to work with than Livongo did, Teladoc hasn't been able to repeat Livongo's success. In fact, chronic-care membership has slowed down so much that the company had to record a whopping $6.6 billion impairment charge related to the Livongo acquisition.BetterHelp needs helpTeladoc Health's chronic-care numbers have been disappointing for over a year. But BetterHelp, its mental health segment, was until recently making big gains. Unfortunately, the company is losing ground to well-funded competitors that keep entering the market.For example, Talkspace went public in a $1.4 billion deal with a special purpose acquisition company (SPAC) last year.When reporting first-quarter results, Teladoc Health walked back the forward-looking guidance it provided three months earlier. Instead of revenue rising to a range between $2.55 billion and $2.65 billion, the company told investors to expect between $2.4 billion and $2.5 billion in top-line sales. According to management, investing in heavy advertising for BetterHelp has been delivering lower returns than it used to. Specifically, the company complained about increasing competition for keywords associated with online therapy.More trouble aheadTeladoc Health is the largest independent telehealth business in America, but it's competing with some deep-pocketed giants of the healthcare-benefits management industry that want their members to see the physicians they employ.For example, CVS Health acquired Aetna a few years ago, and it also operates MinuteClinics in many of its pharmacies that also offer virtual visits. CVS Health would never say so in so many words, but it has a lot to gain when Aetna members visit physicians employed by a CVS MinuteClinic versus Teladoc Health.Cash flow generated by CVS Health's highly integrated operations reached a whopping $18.3 billion last year, and the company expects between $12.5 billion and $13 billion this year. In stark contrast, cash from Teladoc Health's operations came in below $200 million last year and slid back into negative territory in the first quarter of 2022.Teladoc Health may be the largest pure-play business in the telehealth industry, but we still don't know if it can compete with giant healthcare benefits managers and a slew of smaller upstarts at the same time. It's probably a good idea to watch the company's story play out from a safe distance until we see signs it can compete in a rapidly shifting market for telehealth services.","news_type":1,"symbols_score_info":{"TDOC":1}},"isVote":1,"tweetType":1,"viewCount":1894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060483245,"gmtCreate":1651188649218,"gmtModify":1676534865272,"author":{"id":"4111549734044672","authorId":"4111549734044672","name":"按其啦","avatar":"https://community-static.tradeup.com/news/6e083744f204c3c86d958f6b036ca4de","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111549734044672","authorIdStr":"4111549734044672"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060483245","repostId":"2231647872","repostType":4,"repost":{"id":"2231647872","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651186200,"share":"https://ttm.financial/m/news/2231647872?lang=&edition=fundamental","pubTime":"2022-04-29 06:50","market":"us","language":"en","title":"Apple Stock Swings to a Loss After Executives Warn of Billions in Added Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=2231647872","media":"Tiger Newspress","summary":"Apple expects pressure from supply-chain woes to be 'substantially larger' in current quarter than t","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> expects pressure from supply-chain woes to be 'substantially larger' in current quarter than they were in the prior one, when the iPhone manufacturer recorded $25 billion in profit.</p><p>Apple Inc. topped earnings expectations and set a new record for March-quarter revenue to start 2022, but executives expect to see steeper pressure and billions in additional costs from challenges in the current period, sending shares lower in after-hours trading.</p><p>"Supply constraints caused by COVID-related disruptions and industry-wide silicon shortages are impacting our ability to meet customer demand for our products," Chief Financial Officer Luca Maestri said on a conference call related to Apple's earnings report Thursday.</p><p>The company anticipates that it will see $4 billion to $8 billion in negative impacts related to the constraints in its June quarter, which Maestri added was "substantially larger" than what Apple experienced during its March quarter.</p><p>Shares were off 2.3% in after-hours trading after originally moving higher on strong results. Apple beat expectations on both earnings and revenue thanks to particular strength in its iPhone and Mac categories.<img src=\"https://static.tigerbbs.com/a3a87b7ee76294cf389f6f2c1a4be80a\" tg-width=\"958\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/></p><p>The company posted fiscal second-quarter net income of $25 billion, or $1.52 a share, up from $23.6 billion, or $1.40 a share, in the year-earlier quarter. Analysts tracked by FactSet were anticipating $1.42 in earnings per share. Apple's revenue rose to $97.3 billion from $89.6 billion, while analysts had been expecting $94.0 billion.</p><p>Apple generated $50.6 billion in revenue from its iPhone business, up from $47.9 billion a year before and ahead of the FactSet consensus, which was for $48.4 billion.</p><p>The company saw $7.6 billion in iPad revenue, down from $7.8 billion a year prior, as well as $10.4 billion in Mac revenue, which was up from $9.1 billion. The FactSet consensus was for revenue of $7.2 billion from iPads and $9.1 billion from the Mac.</p><p>Cook noted that Apple was "continuing to see such a strong demand for [the] iPad even while navigating the significant supply constraints we predicted at the start of the quarter."</p><p>Apple's wearables, home, and accessories category brought in $8.8 billion in revenue, up from $7.8 billion a year earlier, while analysts had been looking for $8.9 billion.</p><p>The company's services business added $19.8 billion, compared with $16.9 billion a year before. The FactSet consensus was for $19.7 billion.</p><p>Apple executives announced alongside their latest results that they are adding $90 billion to their stock-repurchase authorization, while also boosting the quarterly dividend by 5% to 23 cents a share. The dividend will be payable May 12 to shareholders of record as of the end of business on May 9.</p><p>Apple typically provides updates on its capital-return plans with its March-quarter report, and it has set out to become net-cash neutral over time. Asked if Apple would consider doing a large acquisition instead of merely drawing down its cash balance through dividends and buybacks, Cook replied that Apple "would only acquire something that were strategic" but that the company is "always looking."</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>Apple Stock Swings to a Loss After Executives Warn of Billions in Added Costs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Swings to a Loss After Executives Warn of Billions in Added Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 06:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> expects pressure from supply-chain woes to be 'substantially larger' in current quarter than they were in the prior one, when the iPhone manufacturer recorded $25 billion in profit.</p><p>Apple Inc. topped earnings expectations and set a new record for March-quarter revenue to start 2022, but executives expect to see steeper pressure and billions in additional costs from challenges in the current period, sending shares lower in after-hours trading.</p><p>"Supply constraints caused by COVID-related disruptions and industry-wide silicon shortages are impacting our ability to meet customer demand for our products," Chief Financial Officer Luca Maestri said on a conference call related to Apple's earnings report Thursday.</p><p>The company anticipates that it will see $4 billion to $8 billion in negative impacts related to the constraints in its June quarter, which Maestri added was "substantially larger" than what Apple experienced during its March quarter.</p><p>Shares were off 2.3% in after-hours trading after originally moving higher on strong results. Apple beat expectations on both earnings and revenue thanks to particular strength in its iPhone and Mac categories.<img src=\"https://static.tigerbbs.com/a3a87b7ee76294cf389f6f2c1a4be80a\" tg-width=\"958\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/></p><p>The company posted fiscal second-quarter net income of $25 billion, or $1.52 a share, up from $23.6 billion, or $1.40 a share, in the year-earlier quarter. Analysts tracked by FactSet were anticipating $1.42 in earnings per share. Apple's revenue rose to $97.3 billion from $89.6 billion, while analysts had been expecting $94.0 billion.</p><p>Apple generated $50.6 billion in revenue from its iPhone business, up from $47.9 billion a year before and ahead of the FactSet consensus, which was for $48.4 billion.</p><p>The company saw $7.6 billion in iPad revenue, down from $7.8 billion a year prior, as well as $10.4 billion in Mac revenue, which was up from $9.1 billion. The FactSet consensus was for revenue of $7.2 billion from iPads and $9.1 billion from the Mac.</p><p>Cook noted that Apple was "continuing to see such a strong demand for [the] iPad even while navigating the significant supply constraints we predicted at the start of the quarter."</p><p>Apple's wearables, home, and accessories category brought in $8.8 billion in revenue, up from $7.8 billion a year earlier, while analysts had been looking for $8.9 billion.</p><p>The company's services business added $19.8 billion, compared with $16.9 billion a year before. The FactSet consensus was for $19.7 billion.</p><p>Apple executives announced alongside their latest results that they are adding $90 billion to their stock-repurchase authorization, while also boosting the quarterly dividend by 5% to 23 cents a share. The dividend will be payable May 12 to shareholders of record as of the end of business on May 9.</p><p>Apple typically provides updates on its capital-return plans with its March-quarter report, and it has set out to become net-cash neutral over time. Asked if Apple would consider doing a large acquisition instead of merely drawing down its cash balance through dividends and buybacks, Cook replied that Apple "would only acquire something that were strategic" but that the company is "always looking."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4512":"苹果概念","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","AAPL":"苹果","BK4507":"流媒体概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231647872","content_text":"Apple expects pressure from supply-chain woes to be 'substantially larger' in current quarter than they were in the prior one, when the iPhone manufacturer recorded $25 billion in profit.Apple Inc. topped earnings expectations and set a new record for March-quarter revenue to start 2022, but executives expect to see steeper pressure and billions in additional costs from challenges in the current period, sending shares lower in after-hours trading.\"Supply constraints caused by COVID-related disruptions and industry-wide silicon shortages are impacting our ability to meet customer demand for our products,\" Chief Financial Officer Luca Maestri said on a conference call related to Apple's earnings report Thursday.The company anticipates that it will see $4 billion to $8 billion in negative impacts related to the constraints in its June quarter, which Maestri added was \"substantially larger\" than what Apple experienced during its March quarter.Shares were off 2.3% in after-hours trading after originally moving higher on strong results. Apple beat expectations on both earnings and revenue thanks to particular strength in its iPhone and Mac categories.The company posted fiscal second-quarter net income of $25 billion, or $1.52 a share, up from $23.6 billion, or $1.40 a share, in the year-earlier quarter. Analysts tracked by FactSet were anticipating $1.42 in earnings per share. Apple's revenue rose to $97.3 billion from $89.6 billion, while analysts had been expecting $94.0 billion.Apple generated $50.6 billion in revenue from its iPhone business, up from $47.9 billion a year before and ahead of the FactSet consensus, which was for $48.4 billion.The company saw $7.6 billion in iPad revenue, down from $7.8 billion a year prior, as well as $10.4 billion in Mac revenue, which was up from $9.1 billion. The FactSet consensus was for revenue of $7.2 billion from iPads and $9.1 billion from the Mac.Cook noted that Apple was \"continuing to see such a strong demand for [the] iPad even while navigating the significant supply constraints we predicted at the start of the quarter.\"Apple's wearables, home, and accessories category brought in $8.8 billion in revenue, up from $7.8 billion a year earlier, while analysts had been looking for $8.9 billion.The company's services business added $19.8 billion, compared with $16.9 billion a year before. The FactSet consensus was for $19.7 billion.Apple executives announced alongside their latest results that they are adding $90 billion to their stock-repurchase authorization, while also boosting the quarterly dividend by 5% to 23 cents a share. The dividend will be payable May 12 to shareholders of record as of the end of business on May 9.Apple typically provides updates on its capital-return plans with its March-quarter report, and it has set out to become net-cash neutral over time. Asked if Apple would consider doing a large acquisition instead of merely drawing down its cash balance through dividends and buybacks, Cook replied that Apple \"would only acquire something that were strategic\" but that the company is \"always looking.\"","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060877445,"gmtCreate":1651130914329,"gmtModify":1676534856271,"author":{"id":"4111549734044672","authorId":"4111549734044672","name":"按其啦","avatar":"https://community-static.tradeup.com/news/6e083744f204c3c86d958f6b036ca4de","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111549734044672","authorIdStr":"4111549734044672"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060877445","repostId":"1156590907","repostType":4,"repost":{"id":"1156590907","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651122291,"share":"https://ttm.financial/m/news/1156590907?lang=&edition=fundamental","pubTime":"2022-04-28 13:04","market":"us","language":"en","title":"Tiger Chart｜Return on Investment of Warren Buffett's Berkshire Hathaway","url":"https://stock-news.laohu8.com/highlight/detail?id=1156590907","media":"Tiger Newspress","summary":"Buffett's Berkshire Hathaway delivered a 24.4% annualized return on investment between 1965 and 2021","content":"<html><head></head><body><p>Buffett's Berkshire Hathaway delivered a 24.4% annualized return on investment between 1965 and 2021.<img src=\"https://static.tigerbbs.com/fea489401b507bd82d8e884a6dc81f14\" tg-width=\"1500\" tg-height=\"1700\" width=\"100%\" height=\"auto\"/></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>Tiger Chart｜Return on Investment of Warren Buffett's Berkshire Hathaway</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\">\nTiger Chart｜Return on Investment of Warren Buffett's Berkshire Hathaway\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-28 13:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Buffett's Berkshire Hathaway delivered a 24.4% annualized return on investment between 1965 and 2021.<img src=\"https://static.tigerbbs.com/fea489401b507bd82d8e884a6dc81f14\" tg-width=\"1500\" tg-height=\"1700\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156590907","content_text":"Buffett's Berkshire Hathaway delivered a 24.4% annualized return on investment between 1965 and 2021.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087425629,"gmtCreate":1651040256299,"gmtModify":1676534839627,"author":{"id":"4111549734044672","authorId":"4111549734044672","name":"按其啦","avatar":"https://community-static.tradeup.com/news/6e083744f204c3c86d958f6b036ca4de","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111549734044672","authorIdStr":"4111549734044672"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087425629","repostId":"1182285782","repostType":4,"repost":{"id":"1182285782","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651030165,"share":"https://ttm.financial/m/news/1182285782?lang=&edition=fundamental","pubTime":"2022-04-27 11:29","market":"us","language":"en","title":"Tiger Chart｜The Warren Buffett & Berkshire Hathaway Timeline","url":"https://stock-news.laohu8.com/highlight/detail?id=1182285782","media":"Tiger Newspress","summary":"The offline Warren Buffett annual shareholders meeting after a two-year absence has finally returned","content":"<html><head></head><body><p>The offline Warren Buffett annual shareholders meeting after a two-year absence has finally returned. It will take place on Saturday, April 30th, starting at 9:45am ET.</p><p>Here are the notable moments and milestones in Warren Buffett's life.<img src=\"https://static.tigerbbs.com/df59b63385fec0d1a1d2e177b71336c7\" tg-width=\"750\" tg-height=\"11865\" width=\"100%\" height=\"auto\"/></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>Tiger Chart｜The Warren Buffett & Berkshire Hathaway Timeline</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\">\nTiger Chart｜The Warren Buffett & Berkshire Hathaway Timeline\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-27 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The offline Warren Buffett annual shareholders meeting after a two-year absence has finally returned. It will take place on Saturday, April 30th, starting at 9:45am ET.</p><p>Here are the notable moments and milestones in Warren Buffett's life.<img src=\"https://static.tigerbbs.com/df59b63385fec0d1a1d2e177b71336c7\" tg-width=\"750\" tg-height=\"11865\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182285782","content_text":"The offline Warren Buffett annual shareholders meeting after a two-year absence has finally returned. It will take place on Saturday, April 30th, starting at 9:45am ET.Here are the notable moments and milestones in Warren Buffett's life.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087364030,"gmtCreate":1650957482048,"gmtModify":1676534823106,"author":{"id":"4111549734044672","authorId":"4111549734044672","name":"按其啦","avatar":"https://community-static.tradeup.com/news/6e083744f204c3c86d958f6b036ca4de","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111549734044672","authorIdStr":"4111549734044672"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087364030","repostId":"2230127348","repostType":4,"isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084647891,"gmtCreate":1650861794157,"gmtModify":1676534805551,"author":{"id":"4111549734044672","authorId":"4111549734044672","name":"按其啦","avatar":"https://community-static.tradeup.com/news/6e083744f204c3c86d958f6b036ca4de","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111549734044672","authorIdStr":"4111549734044672"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084647891","repostId":"1122885835","repostType":4,"repost":{"id":"1122885835","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650856321,"share":"https://ttm.financial/m/news/1122885835?lang=&edition=fundamental","pubTime":"2022-04-25 11:12","market":"us","language":"en","title":"Alphabet Earnings Preview: Google Ads Revenue Growth May Decelerate","url":"https://stock-news.laohu8.com/highlight/detail?id=1122885835","media":"Tiger Newspress","summary":"Google parent Alphabet is slated to report its first-quarter 2022 results after the market close on ","content":"<html><head></head><body><p>Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> is slated to report its first-quarter 2022 results after the market close on Tuesday, April 26.</p><p>Alphabet is projected to report earnings of $25.77 per share, which would represent a year-over-year decline of 1.9%. Meanwhile, the latest consensus estimate is calling for revenue of $56.26 billion, up 1.7% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Alphabet reported that for the quarter ending Dec. 31, 2021, it earned $30.69 a share, on revenue of $75.33 billion, compared to a profit of $22.30 a share, on sales of $56.9 billion in the year-ago period. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> smashed the estimates of Wall Street analysts, who had forecast the company to earn $27.24 a share, on $71.83 billion in revenue.</p><p>Alphabet said the majority of its revenue came from Google advertising, which included sales from search, YouTube ads, and Google network ads. Such advertising revenue totaled $61.2 billion, up from $46.2 billion in the fourth quarter of 2020.</p><p><b>Alphabet 2022 outlook</b></p><p>In terms of outlook by segment, Google Services saw year-on-year revenue growth in Q4 and for the full year of 2021, which continued to be driven by broad-based advertiser strength and strong consumer online activity. The year-on-year growth rate also reflected a benefit from lapping COVID-related weakness in 2020, which obviously will not be a factor in 2022.</p><p>With respect to Play, the underlying consumer spend and engagement trends remained healthy in the fourth quarter. That is said, in 2022, Google Play’s contribution to revenue growth will reflect the fee changes implemented from the third quarter of 2021.</p><p>Turning to Google Cloud, 2021 represented another year of substantial growth. While Cloud operating loss and operating margin improved in 2021. Alphabet said they plan to continue to invest aggressively in Cloud given the sizable market opportunity. Google remains focused on the longer-term path to profitability and, over time, operating loss and operating margin should benefit from increased scale.</p><p><b>Here's what to watch in Alphabet's upcoming report:</b></p><p>Alphabet's top-line growth in 1Q may not decelerate as sharply as that of other digital-ad players, such as Meta, Snap or Pinterest, given its more diversified business and strength in search ads, which could benefit more from reopenings than social-media ads.</p><p>Momentum in Google Cloud deals may continue to fuel order-backlog growth and drive a near-40% expansion in cloud-segment revenue this year. YouTube Ads revenue growth may decelerate as it laps a difficult 1H21 comparison, though exposure to the fast-growing connected-TV segment may partly offset the base effect.</p><p>Operating-margin improvement may hinge on the cloud segment, which had a minus 16% margin in 2021, well below that of Amazon AWS and Microsoft Azure. Ad pricing remains a tailwind for Alphabet's ad business, with margin expanding about 800 bps to 48% in 2021.</p><p>The earnings report, which is expected to be released on April 26, 2022, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.</p><p><b>EPS Growth Could Trail Revenue Growth in 2022</b></p><p>After last year's impressive growth, it would be unreasonable to expect GOOGL stock to maintain its FY21 growth cadence. As a result, we believe that investors are focusing on the company's GAAP EPS growth for FY22. Notably, Google is projected to achieve only a 3.2% increase in its EPS. However, revenue is expected to increase by 17.8%, while its EBIT margin is estimated to remain stable. Thus, Google would be using FY22 as an opportunity to ramp investments, as CFO Ruth Porat stressed in a recent conference:</p><blockquote>“So across the board, we're seeing opportunities, and we want to make sure we're setting ourselves up to continue to really extend that runway by investing where we see it makes sense. So you're going to see it really in OpEx and in CapEx.”</blockquote><p><b>YouTube Ads Growth May Have Moderated to Mid-20% Range</b></p><p>Despite Google's fundamentally strong business model, it has faced significant valuation headwinds from its digital ad peer and the industry. The market's attention has turned to the impact of the Russia-Ukraine conflict on the online ad market. Given Google's #1 position among its peers, investors' concerns are justified. Furthermore, MKM Partners also highlighted the impact, as it added:</p><blockquote>"We believe online ad companies are facing four incremental macro headwinds: direct impact of the Russia/Ukraine war; indirect impact and potential contagion from the war into Europe; soft brand ad spend, particularly around geopolitical content; and likely impact from soft consumer spend in Europe, driven by inflation and higher oil prices."</blockquote><p>Moreover, the EMEA region has consistently been a significant revenue driver for Google. The company reported that EMEA accounted for 30.6% of its FQ4'21 revenue. Therefore, the market remains skittish over the region's impact, particularly in Europe.</p><p><b>Analyst Opinions:</b></p><p>According to Zacks consensus estimate, Alphabet is expected to post quarterly earnings of $25.49 per share in its upcoming report, which represents a year-over-year change of -3%. Revenues are expected to be $55.94 billion, up 22.7% from the year-ago quarter.</p><p>Bank of America increased their target price on Alphabet from $3,470 to $3,510 and gave the stock a “buy” rating in a report. Piper Sandler increased their target price on Alphabet from $3,150 to $3,475 and gave the stock an “overweight” rating in a report on February 2nd.</p><p>Tigress Financial increased their target price on Alphabet from $3,540 to $3,670 and gave the stock a “strong-buy” rating in a report on March 18th.</p><p>Finally, KeyCorp increased their target price on Alphabet from $3,090 to $3,400 and gave the stock an “overweight” rating in a report on February 2nd. Five equities research analysts have rated the stock with a hold rating, thirty-three have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $3,382.18.</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>Alphabet Earnings Preview: Google Ads Revenue Growth May Decelerate</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\">\nAlphabet Earnings Preview: Google Ads Revenue Growth May Decelerate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-25 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> is slated to report its first-quarter 2022 results after the market close on Tuesday, April 26.</p><p>Alphabet is projected to report earnings of $25.77 per share, which would represent a year-over-year decline of 1.9%. Meanwhile, the latest consensus estimate is calling for revenue of $56.26 billion, up 1.7% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Alphabet reported that for the quarter ending Dec. 31, 2021, it earned $30.69 a share, on revenue of $75.33 billion, compared to a profit of $22.30 a share, on sales of $56.9 billion in the year-ago period. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> smashed the estimates of Wall Street analysts, who had forecast the company to earn $27.24 a share, on $71.83 billion in revenue.</p><p>Alphabet said the majority of its revenue came from Google advertising, which included sales from search, YouTube ads, and Google network ads. Such advertising revenue totaled $61.2 billion, up from $46.2 billion in the fourth quarter of 2020.</p><p><b>Alphabet 2022 outlook</b></p><p>In terms of outlook by segment, Google Services saw year-on-year revenue growth in Q4 and for the full year of 2021, which continued to be driven by broad-based advertiser strength and strong consumer online activity. The year-on-year growth rate also reflected a benefit from lapping COVID-related weakness in 2020, which obviously will not be a factor in 2022.</p><p>With respect to Play, the underlying consumer spend and engagement trends remained healthy in the fourth quarter. That is said, in 2022, Google Play’s contribution to revenue growth will reflect the fee changes implemented from the third quarter of 2021.</p><p>Turning to Google Cloud, 2021 represented another year of substantial growth. While Cloud operating loss and operating margin improved in 2021. Alphabet said they plan to continue to invest aggressively in Cloud given the sizable market opportunity. Google remains focused on the longer-term path to profitability and, over time, operating loss and operating margin should benefit from increased scale.</p><p><b>Here's what to watch in Alphabet's upcoming report:</b></p><p>Alphabet's top-line growth in 1Q may not decelerate as sharply as that of other digital-ad players, such as Meta, Snap or Pinterest, given its more diversified business and strength in search ads, which could benefit more from reopenings than social-media ads.</p><p>Momentum in Google Cloud deals may continue to fuel order-backlog growth and drive a near-40% expansion in cloud-segment revenue this year. YouTube Ads revenue growth may decelerate as it laps a difficult 1H21 comparison, though exposure to the fast-growing connected-TV segment may partly offset the base effect.</p><p>Operating-margin improvement may hinge on the cloud segment, which had a minus 16% margin in 2021, well below that of Amazon AWS and Microsoft Azure. Ad pricing remains a tailwind for Alphabet's ad business, with margin expanding about 800 bps to 48% in 2021.</p><p>The earnings report, which is expected to be released on April 26, 2022, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.</p><p><b>EPS Growth Could Trail Revenue Growth in 2022</b></p><p>After last year's impressive growth, it would be unreasonable to expect GOOGL stock to maintain its FY21 growth cadence. As a result, we believe that investors are focusing on the company's GAAP EPS growth for FY22. Notably, Google is projected to achieve only a 3.2% increase in its EPS. However, revenue is expected to increase by 17.8%, while its EBIT margin is estimated to remain stable. Thus, Google would be using FY22 as an opportunity to ramp investments, as CFO Ruth Porat stressed in a recent conference:</p><blockquote>“So across the board, we're seeing opportunities, and we want to make sure we're setting ourselves up to continue to really extend that runway by investing where we see it makes sense. So you're going to see it really in OpEx and in CapEx.”</blockquote><p><b>YouTube Ads Growth May Have Moderated to Mid-20% Range</b></p><p>Despite Google's fundamentally strong business model, it has faced significant valuation headwinds from its digital ad peer and the industry. The market's attention has turned to the impact of the Russia-Ukraine conflict on the online ad market. Given Google's #1 position among its peers, investors' concerns are justified. Furthermore, MKM Partners also highlighted the impact, as it added:</p><blockquote>"We believe online ad companies are facing four incremental macro headwinds: direct impact of the Russia/Ukraine war; indirect impact and potential contagion from the war into Europe; soft brand ad spend, particularly around geopolitical content; and likely impact from soft consumer spend in Europe, driven by inflation and higher oil prices."</blockquote><p>Moreover, the EMEA region has consistently been a significant revenue driver for Google. The company reported that EMEA accounted for 30.6% of its FQ4'21 revenue. Therefore, the market remains skittish over the region's impact, particularly in Europe.</p><p><b>Analyst Opinions:</b></p><p>According to Zacks consensus estimate, Alphabet is expected to post quarterly earnings of $25.49 per share in its upcoming report, which represents a year-over-year change of -3%. Revenues are expected to be $55.94 billion, up 22.7% from the year-ago quarter.</p><p>Bank of America increased their target price on Alphabet from $3,470 to $3,510 and gave the stock a “buy” rating in a report. Piper Sandler increased their target price on Alphabet from $3,150 to $3,475 and gave the stock an “overweight” rating in a report on February 2nd.</p><p>Tigress Financial increased their target price on Alphabet from $3,540 to $3,670 and gave the stock a “strong-buy” rating in a report on March 18th.</p><p>Finally, KeyCorp increased their target price on Alphabet from $3,090 to $3,400 and gave the stock an “overweight” rating in a report on February 2nd. Five equities research analysts have rated the stock with a hold rating, thirty-three have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $3,382.18.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122885835","content_text":"Google parent Alphabet is slated to report its first-quarter 2022 results after the market close on Tuesday, April 26.Alphabet is projected to report earnings of $25.77 per share, which would represent a year-over-year decline of 1.9%. Meanwhile, the latest consensus estimate is calling for revenue of $56.26 billion, up 1.7% from the prior-year quarter.Latest ResultsAlphabet reported that for the quarter ending Dec. 31, 2021, it earned $30.69 a share, on revenue of $75.33 billion, compared to a profit of $22.30 a share, on sales of $56.9 billion in the year-ago period. Alphabet smashed the estimates of Wall Street analysts, who had forecast the company to earn $27.24 a share, on $71.83 billion in revenue.Alphabet said the majority of its revenue came from Google advertising, which included sales from search, YouTube ads, and Google network ads. Such advertising revenue totaled $61.2 billion, up from $46.2 billion in the fourth quarter of 2020.Alphabet 2022 outlookIn terms of outlook by segment, Google Services saw year-on-year revenue growth in Q4 and for the full year of 2021, which continued to be driven by broad-based advertiser strength and strong consumer online activity. The year-on-year growth rate also reflected a benefit from lapping COVID-related weakness in 2020, which obviously will not be a factor in 2022.With respect to Play, the underlying consumer spend and engagement trends remained healthy in the fourth quarter. That is said, in 2022, Google Play’s contribution to revenue growth will reflect the fee changes implemented from the third quarter of 2021.Turning to Google Cloud, 2021 represented another year of substantial growth. While Cloud operating loss and operating margin improved in 2021. Alphabet said they plan to continue to invest aggressively in Cloud given the sizable market opportunity. Google remains focused on the longer-term path to profitability and, over time, operating loss and operating margin should benefit from increased scale.Here's what to watch in Alphabet's upcoming report:Alphabet's top-line growth in 1Q may not decelerate as sharply as that of other digital-ad players, such as Meta, Snap or Pinterest, given its more diversified business and strength in search ads, which could benefit more from reopenings than social-media ads.Momentum in Google Cloud deals may continue to fuel order-backlog growth and drive a near-40% expansion in cloud-segment revenue this year. YouTube Ads revenue growth may decelerate as it laps a difficult 1H21 comparison, though exposure to the fast-growing connected-TV segment may partly offset the base effect.Operating-margin improvement may hinge on the cloud segment, which had a minus 16% margin in 2021, well below that of Amazon AWS and Microsoft Azure. Ad pricing remains a tailwind for Alphabet's ad business, with margin expanding about 800 bps to 48% in 2021.The earnings report, which is expected to be released on April 26, 2022, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.EPS Growth Could Trail Revenue Growth in 2022After last year's impressive growth, it would be unreasonable to expect GOOGL stock to maintain its FY21 growth cadence. As a result, we believe that investors are focusing on the company's GAAP EPS growth for FY22. Notably, Google is projected to achieve only a 3.2% increase in its EPS. However, revenue is expected to increase by 17.8%, while its EBIT margin is estimated to remain stable. Thus, Google would be using FY22 as an opportunity to ramp investments, as CFO Ruth Porat stressed in a recent conference:“So across the board, we're seeing opportunities, and we want to make sure we're setting ourselves up to continue to really extend that runway by investing where we see it makes sense. So you're going to see it really in OpEx and in CapEx.”YouTube Ads Growth May Have Moderated to Mid-20% RangeDespite Google's fundamentally strong business model, it has faced significant valuation headwinds from its digital ad peer and the industry. The market's attention has turned to the impact of the Russia-Ukraine conflict on the online ad market. Given Google's #1 position among its peers, investors' concerns are justified. Furthermore, MKM Partners also highlighted the impact, as it added:\"We believe online ad companies are facing four incremental macro headwinds: direct impact of the Russia/Ukraine war; indirect impact and potential contagion from the war into Europe; soft brand ad spend, particularly around geopolitical content; and likely impact from soft consumer spend in Europe, driven by inflation and higher oil prices.\"Moreover, the EMEA region has consistently been a significant revenue driver for Google. The company reported that EMEA accounted for 30.6% of its FQ4'21 revenue. Therefore, the market remains skittish over the region's impact, particularly in Europe.Analyst Opinions:According to Zacks consensus estimate, Alphabet is expected to post quarterly earnings of $25.49 per share in its upcoming report, which represents a year-over-year change of -3%. Revenues are expected to be $55.94 billion, up 22.7% from the year-ago quarter.Bank of America increased their target price on Alphabet from $3,470 to $3,510 and gave the stock a “buy” rating in a report. Piper Sandler increased their target price on Alphabet from $3,150 to $3,475 and gave the stock an “overweight” rating in a report on February 2nd.Tigress Financial increased their target price on Alphabet from $3,540 to $3,670 and gave the stock a “strong-buy” rating in a report on March 18th.Finally, KeyCorp increased their target price on Alphabet from $3,090 to $3,400 and gave the stock an “overweight” rating in a report on February 2nd. Five equities research analysts have rated the stock with a hold rating, thirty-three have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $3,382.18.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084953615,"gmtCreate":1650799338974,"gmtModify":1676534794910,"author":{"id":"4111549734044672","authorId":"4111549734044672","name":"按其啦","avatar":"https://community-static.tradeup.com/news/6e083744f204c3c86d958f6b036ca4de","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111549734044672","authorIdStr":"4111549734044672"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084953615","repostId":"2229599011","repostType":4,"repost":{"id":"2229599011","kind":"highlight","pubTimestamp":1650691800,"share":"https://ttm.financial/m/news/2229599011?lang=&edition=fundamental","pubTime":"2022-04-23 13:30","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2229599011","media":"Motley Fool","summary":"The chipmaker nearly joined the twelve-zero club last year, but it could be awhile before it gets back there.","content":"<div>\n<p>Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company....</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/\">Web 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>Will Nvidia Be a Trillion-Dollar Stock by 2025?</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\">\nWill Nvidia Be a Trillion-Dollar Stock by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 13:30 GMT+8 <a href=https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company....</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4579":"人工智能","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","BK4529":"IDC概念","BK4543":"AI","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4549":"软银资本持仓"},"source_url":"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229599011","content_text":"Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company.But after hitting its all-time high, Nvidia's stock shed over a third of its value and its market cap dropped to less than $550 billion. The bulls fled amid concerns about a post-COVID-lockdown slowdown in PC sales, while rising interest rates exacerbated that pain by sparking a sell-off in higher-growth stocks.Can Nvidia regain its momentum and finally join the twelve-zero club by 2025? Let's examine its upcoming catalysts and challenges to find out.Image source: Nvidia.Nvidia could face a cyclical slowdownNvidia's stock hit an all-time high last year as its gaming and data center GPU business generated dazzling growth throughout the pandemic.In the 2022 fiscal year, which ended this January, Nvidia's revenue surged 61% to $26.91 billion as its adjusted earnings per share (EPS) grew 78%. Its adjusted operating margin jumped 640 basis points to 47.2%. It attributed most of that growth to its robust sales of gaming and data center GPUs.But over the next three fiscal years, analysts expect Nvidia's revenue growth to decelerate as that upgrade cycle cools off. On the bright side, they expect its adjusted operating margin to consistently rise as it benefits from improved scale and pricing power in the GPU market.MetricFY 2023 EstimateFY 2024 EstimateFY 2025 EstimateRevenue Growth29%17%12%Adjusted operating margin48.3%49.4%51%Adjusted EPS growth 15%34%11%Data source: S&P Global Market Intelligence.If those expectations are met, Nvidia would generate $45.64 billion in revenue with an adjusted EPS of $6.59 in fiscal 2025.Nvidia currently trades at 16 times its revenue and about 50 times its EPS estimate for fiscal 2023. If Nvidia still trades at those forward valuations at the end of fiscal 2024 and hits the estimates, it would have a market cap of about $730 billion.However, those valuations would still be too rich for a company that's growing its revenue and earnings in the low teens. Therefore, I think Nvidia's market cap might stay between $500 billion and $700 billion over the next three years as it grapples with a cyclical slowdown in the GPU market.The near-term headwindsInvestors should take analysts' estimates with a grain of salt, but Nvidia stock likely needs to take a breather after its big growth spurt over the past few years.In HP's (NYSE: HPQ) latest earnings report, it said its sales of consumer PCs fell 1% year-over-year as it faced tough comparisons to the boost it got from remote work and gaming upgrades during the pandemic. That slowdown doesn't bode well for Nvidia and other PC chipmakers.Meanwhile, data center operators might buy fewer Nvidia GPUs for AI tasks as the usage of cloud-based services decelerates in a post-lockdown market. Waning interest in cryptocurrencies, many of which have lost value this year as investors have rotated out of riskier assets, will also curb sales of its gaming GPUs and dedicated mining chips.To make matters worse, Intel (NASDAQ: INTC) plans to disrupt Nvidia and AMD's (NASDAQ: AMD) duopoly in discrete GPUs with its own chips. These new GPUs, which Intel is bundling with its own CPUs, could cause more headaches for Nvidia and AMD as the broader gaming market slows down.The long-term tailwindsThose challenges seem daunting, but Nvidia has weathered plenty of cyclical downturns and competitive threats since its public debut in 1999. It also remains the dominant discrete GPU maker with an 81% market share, according to JPR's fourth-quarter numbers, compared to AMD's 19% share.The gaming and data center markets should also keep expanding over the next few years. The gaming PC market could expand at a compound annual growth rate (CAGR) of 14.9% between 2021 and 2027, according to Report Ocean, while Research and Markets expects the data center accelerator market to grow at a CAGR of 36.7% between 2021 and 2026.If Nvidia continues to dominate both of those growing markets, its cyclical slowdown could end a lot sooner than expected. Its oft-overlooked automotive chip business -- which generated just 2% of revenue in its latest quarter -- could also gain more traction as the automotive sector gradually recovers and develops new connected and autonomous vehicles.Look beyond Nvidia's market capNvidia probably won't become a trillion-dollar company by 2025, and investors who were spoiled by its 380% rally over the past three years might be a bit disappointed. However, it's arguably better for Nvidia's stock to cool off now and reset the market's expectations instead of flying off the rails with runaway valuations.Nvidia's stock might generate much lower returns over the next three years, but investors shouldn't abandon the chipmaker yet. Long-term secular tailwinds could still propel its stock to new all-time highs.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082458921,"gmtCreate":1650594261679,"gmtModify":1676534760527,"author":{"id":"4111549734044672","authorId":"4111549734044672","name":"按其啦","avatar":"https://community-static.tradeup.com/news/6e083744f204c3c86d958f6b036ca4de","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111549734044672","authorIdStr":"4111549734044672"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082458921","repostId":"2229180283","repostType":4,"repost":{"id":"2229180283","kind":"news","pubTimestamp":1650583058,"share":"https://ttm.financial/m/news/2229180283?lang=&edition=fundamental","pubTime":"2022-04-22 07:17","market":"us","language":"en","title":"US STOCKS-Wall St Ends down as Powell Plops 50 Bps Rate Hike on Table","url":"https://stock-news.laohu8.com/highlight/detail?id=2229180283","media":"Reuters","summary":"Fed's Powell says 50 bps rate hike 'on the table'United Airlines, American Airlines jump on earnings","content":"<html><head></head><body><ul><li>Fed's Powell says 50 bps rate hike 'on the table'</li><li>United Airlines, American Airlines jump on earnings outlook</li><li>Tesla rises after first-quarter results top estimates</li><li>Markets give up early-day gains to end lower</li><li>Indexes down: Dow 1.05%, S&P 1.48%, Nasdaq 2.07% (Adds closing prices, Alcoa)</li></ul><p>Wall Street's ended lower on Thursday, with the Nasdaq dropping more than 2%, as investors reacted to Federal Reserve officials including Chair Jerome Powell offering further signposting of aggressive interest rate hikes this year.</p><p>A half-point interest rate increase will be "on the table" when the U.S. central bank meets on May 3-4 to approve the next in what is expected to be a series of rate increases this year, Powell said.</p><p>With inflation running roughly three times the Fed's 2% target, "it is appropriate to be moving a little more quickly," Powell added in a discussion of the global economy at the meetings of the International Monetary Fund.</p><p>"The market is pricing in, at least, 50 basis points in May and June," said George Catrambone, head of trading at <a href=\"https://laohu8.com/S/DWS.AU\">DWS</a> Group.</p><p>"Powell, and many other Fed speakers, have been saying they want to get to control as quickly as possible, and that is saying to the market that they are going to go aggressively."</p><p>Earlier on Thursday, San Francisco Federal Reserve President Mary Daly said she supports raising the U.S. central bank's target for overnight borrowing costs to 2.5% by the end of this year, but whether or how much further it will need to rise will depend on what happens with inflation and labor markets.</p><p>The remarks by Fed officials hijacked initial momentum which the markets received from positive earnings. All three major indexes opened higher, boosted by strong results from heavyweight Tesla and airline operators.</p><p>However, gains were eroded through the morning session and the S&P 500 and Nasdaq had already reversed course by the time Powell spoke.</p><p>The Dow Jones Industrial Average fell 368.03 points, or 1.05%, to 34,792.76, the S&P 500 lost 65.79 points, or 1.48%, to 4,393.66 and the Nasdaq Composite dropped 278.41 points, or 2.07%, to 13,174.65.</p><p>Bond yields also breached fresh multi-year peaks. Yields on the two-year U.S. Treasury, the most sensitive to interest changes, hit their highest in three years before coming off slightly.</p><p>High-growth stocks, including those of Alphabet Inc and Amazon.com Inc, fell as investors fretted about how the higher rate environment would impact their future growth potential. <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc declined 6.2%, taking its losses in the last two days to 13.5%.</p><p>Netflix Inc slumped 3.5%, taking its market capitalization below the $100 billion mark for the first time since January 2018. It was the second day of declines for the streaming giant after its quarterly earnings revealed a first drop in subscriber numbers in a decade, with further falls likely.</p><p>The forecast prompted William Ackman to liquidate a $1.1 billion bet on Netflix, with the billionaire investor writing the firm's future was too uncertain to hold onto his position.</p><p>The 1.7% fall in the broader technology index was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst among the sectors, with all 11 major industries ending lower. Energy was hit the hardest, despite crude prices gaining.</p><p>Alcoa Corp was another to slide after posting results. The aluminum producer tumbled 16.9%, its biggest fall since March 2020, as the Russia-Ukraine conflict impacted its business.</p><p>There were some bright spots though. Tesla, the world's most valuable automaker, rose 3.2% after its results beat Wall Street expectations as higher prices helped it overcome supply-chain chaos and rising costs.</p><p>Airline stocks also maintained their recent momentum. United Airlines Holdings Inc and American Airlines Group Inc climbed 9.3% and 3.8%, respectively, after they predicted a return to profit in the current quarter due to booming travel demand.</p><p>The volume on U.S. exchanges was 12.27 billion shares, compared with the 11.65 billion average for the full session over the last 20 trading days.</p><p>The S&P 500 posted 78 new 52-week highs and 16 new lows; the Nasdaq Composite recorded 73 new highs and 367 new lows.</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>US STOCKS-Wall St Ends down as Powell Plops 50 Bps Rate Hike on Table</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\">\nUS STOCKS-Wall St Ends down as Powell Plops 50 Bps Rate Hike on Table\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 07:17 GMT+8 <a href=https://www.reuters.com/business/futures-climb-after-strong-results-tesla-2022-04-21/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed's Powell says 50 bps rate hike 'on the table'United Airlines, American Airlines jump on earnings outlookTesla rises after first-quarter results top estimatesMarkets give up early-day gains to end ...</p>\n\n<a href=\"https://www.reuters.com/business/futures-climb-after-strong-results-tesla-2022-04-21/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AA":"美国铝业",".IXIC":"NASDAQ Composite","NFLX":"奈飞",".SPX":"S&P 500 Index","TSLA":"特斯拉",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/business/futures-climb-after-strong-results-tesla-2022-04-21/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229180283","content_text":"Fed's Powell says 50 bps rate hike 'on the table'United Airlines, American Airlines jump on earnings outlookTesla rises after first-quarter results top estimatesMarkets give up early-day gains to end lowerIndexes down: Dow 1.05%, S&P 1.48%, Nasdaq 2.07% (Adds closing prices, Alcoa)Wall Street's ended lower on Thursday, with the Nasdaq dropping more than 2%, as investors reacted to Federal Reserve officials including Chair Jerome Powell offering further signposting of aggressive interest rate hikes this year.A half-point interest rate increase will be \"on the table\" when the U.S. central bank meets on May 3-4 to approve the next in what is expected to be a series of rate increases this year, Powell said.With inflation running roughly three times the Fed's 2% target, \"it is appropriate to be moving a little more quickly,\" Powell added in a discussion of the global economy at the meetings of the International Monetary Fund.\"The market is pricing in, at least, 50 basis points in May and June,\" said George Catrambone, head of trading at DWS Group.\"Powell, and many other Fed speakers, have been saying they want to get to control as quickly as possible, and that is saying to the market that they are going to go aggressively.\"Earlier on Thursday, San Francisco Federal Reserve President Mary Daly said she supports raising the U.S. central bank's target for overnight borrowing costs to 2.5% by the end of this year, but whether or how much further it will need to rise will depend on what happens with inflation and labor markets.The remarks by Fed officials hijacked initial momentum which the markets received from positive earnings. All three major indexes opened higher, boosted by strong results from heavyweight Tesla and airline operators.However, gains were eroded through the morning session and the S&P 500 and Nasdaq had already reversed course by the time Powell spoke.The Dow Jones Industrial Average fell 368.03 points, or 1.05%, to 34,792.76, the S&P 500 lost 65.79 points, or 1.48%, to 4,393.66 and the Nasdaq Composite dropped 278.41 points, or 2.07%, to 13,174.65.Bond yields also breached fresh multi-year peaks. Yields on the two-year U.S. Treasury, the most sensitive to interest changes, hit their highest in three years before coming off slightly.High-growth stocks, including those of Alphabet Inc and Amazon.com Inc, fell as investors fretted about how the higher rate environment would impact their future growth potential. Meta Platforms Inc declined 6.2%, taking its losses in the last two days to 13.5%.Netflix Inc slumped 3.5%, taking its market capitalization below the $100 billion mark for the first time since January 2018. It was the second day of declines for the streaming giant after its quarterly earnings revealed a first drop in subscriber numbers in a decade, with further falls likely.The forecast prompted William Ackman to liquidate a $1.1 billion bet on Netflix, with the billionaire investor writing the firm's future was too uncertain to hold onto his position.The 1.7% fall in the broader technology index was one of the worst among the sectors, with all 11 major industries ending lower. Energy was hit the hardest, despite crude prices gaining.Alcoa Corp was another to slide after posting results. The aluminum producer tumbled 16.9%, its biggest fall since March 2020, as the Russia-Ukraine conflict impacted its business.There were some bright spots though. Tesla, the world's most valuable automaker, rose 3.2% after its results beat Wall Street expectations as higher prices helped it overcome supply-chain chaos and rising costs.Airline stocks also maintained their recent momentum. United Airlines Holdings Inc and American Airlines Group Inc climbed 9.3% and 3.8%, respectively, after they predicted a return to profit in the current quarter due to booming travel demand.The volume on U.S. exchanges was 12.27 billion shares, compared with the 11.65 billion average for the full session over the last 20 trading days.The S&P 500 posted 78 new 52-week highs and 16 new lows; the Nasdaq Composite recorded 73 new highs and 367 new lows.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"TSLA":0.6,".DJI":0.9,"AA":0.6,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086186486,"gmtCreate":1650421890060,"gmtModify":1676534720910,"author":{"id":"4111549734044672","authorId":"4111549734044672","name":"按其啦","avatar":"https://community-static.tradeup.com/news/6e083744f204c3c86d958f6b036ca4de","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111549734044672","authorIdStr":"4111549734044672"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086186486","repostId":"2228916468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088254997,"gmtCreate":1650354498278,"gmtModify":1676534703754,"author":{"id":"4111549734044672","authorId":"4111549734044672","name":"按其啦","avatar":"https://community-static.tradeup.com/news/6e083744f204c3c86d958f6b036ca4de","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111549734044672","authorIdStr":"4111549734044672"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088254997","repostId":"1129271427","repostType":4,"repost":{"id":"1129271427","kind":"news","pubTimestamp":1650344959,"share":"https://ttm.financial/m/news/1129271427?lang=&edition=fundamental","pubTime":"2022-04-19 13:09","market":"us","language":"en","title":"Will Nvidia Stock Hold Key Support As It Nears 2022 Low?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129271427","media":"investorplace","summary":"When the stock market rallied off the lows in mid-March, Nvidia (NASDAQ:NVDA) was one of the leaders","content":"<div>\n<p>When the stock market rallied off the lows in mid-March, Nvidia (NASDAQ:NVDA) was one of the leaders. However, it also has been a leader on the downside, as shares have been pummeled. NVDA stock has ...</p>\n\n<a href=\"https://investorplace.com/2022/04/nvda-stock-will-nvidia-hold-key-support-as-it-nears-2022-low/\">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>Will Nvidia Stock Hold Key Support As It Nears 2022 Low?</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\">\nWill Nvidia Stock Hold Key Support As It Nears 2022 Low?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 13:09 GMT+8 <a href=https://investorplace.com/2022/04/nvda-stock-will-nvidia-hold-key-support-as-it-nears-2022-low/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the stock market rallied off the lows in mid-March, Nvidia (NASDAQ:NVDA) was one of the leaders. However, it also has been a leader on the downside, as shares have been pummeled. NVDA stock has ...</p>\n\n<a href=\"https://investorplace.com/2022/04/nvda-stock-will-nvidia-hold-key-support-as-it-nears-2022-low/\">Web 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://investorplace.com/2022/04/nvda-stock-will-nvidia-hold-key-support-as-it-nears-2022-low/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129271427","content_text":"When the stock market rallied off the lows in mid-March, Nvidia (NASDAQ:NVDA) was one of the leaders. However, it also has been a leader on the downside, as shares have been pummeled. NVDA stock has fallen considerably from the recent high, down 25%.As noted last week, Nvidia stock is enduring one of its worst trading stretches since March 2020. The bearish action has not been limited to just this company, though. Advanced Micro Devices (NASDAQ:AMD), Qualcomm (NASDAQ:QCOM) and other leading chip stocks have been under duress as well.There are several reasons the industry hasn’t been doing its best lately. One reason? A possible neon shortage due to the Russia-Ukraine conflict. Some estimate that over half the world’s neon is produced by companies in Ukraine, a gas that is used for the lasers in the process of lithography — the production process for semiconductors.However, how much the industry is impacted by the conflict is not yet known. Since Russia’s annexation of Crimea in 2014, many companies have stockpiled multiple months or quarters worth of supply. Additionally, others have made efforts to move production outside of this region.Still, some estimates point to roughly 40% of “neon used in global semiconductor production today” comes from Russia and Ukraine.Of course, it doesn’t help that the analysts have been piling onto Nvidia lately. They’ve cut their price target and flagged potential order cancellations as their reasoning. Further, the bear market in growth stocks isn’t helping matters.While NVDA stock is getting some reprieve on Monday, it’s certainly not out of the woods just yet.It continues to hover in the low $200s, down quite a bit from its recent highs and just above recent support around $209. Now it’s completely possible that Nvidia will find support in this area. After all, the stock has found support anywhere from $206.50 to $212 so far this year.It would not be out of the question to see a quick pop — at least up to the declining 10-day moving average. However, bulls certainly can’t rule out a test of the sub-$210 area. For long-term investors, that would put NVDA stock down about 40% and may justify taking a position. Below $200 could usher in a test of the 21-month moving average, which was support during the March 2020 correction.For now, these are the areas I’m keeping an eye on.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}