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2021-11-01

Power

Federal Reserve decision, October jobs report: What to know this week

2021-09-29

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2021-09-20

Cui

Toplines Before US Market Open on Monday

2021-06-29

Good

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2021-09-24

Power

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2021-11-21

Power

Why Ford Is Terminating Its Joint EV Development Plan With Rivian?

2021-10-14

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S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag

2021-11-12

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2021-10-11

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2021-10-04

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2021-11-19

Power

Apple Stock: Record Level Is Around the Corner

2021-10-30

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5 Stocks For Halloween: Will They Be Tricks Or Treats?

2021-10-22

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2021-10-07

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Intel Vs. AMD: Competitive Prospects

2021-10-02

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2021-07-10

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US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week

2021-06-23

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2021-11-16

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2021-10-23

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Palantir Stock Price Prediction: Outlook After U.S. Army Selection

2021-10-17

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11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<div>\n<p>Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on...</p>\n\n<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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 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}\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 Ford Is Terminating Its Joint EV Development Plan With Rivian?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on...</p>\n\n<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.","news_type":1,"symbols_score_info":{"F":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876974496,"gmtCreate":1637254481423,"gmtModify":1637254481493,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876974496","repostId":"1173100100","repostType":4,"repost":{"id":"1173100100","kind":"news","pubTimestamp":1637249733,"share":"https://www.laohu8.com/m/news/1173100100?lang=&edition=full","pubTime":"2021-11-18 23:35","market":"us","language":"en","title":"Apple Stock: Record Level Is Around the Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1173100100","media":"TheStreet","summary":"Apple stock had a strong day of performance on November 17, and is now $3 per share away from the pe","content":"<p>Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.</p>\n<p>On Wednesday, November 17, Apple stock&nbsp;climbed nearly 2% to end the trading session valued at about $154 per share, backed by the heaviest trading volume of the month so far. This is the highest that the stock has reached since early September 2021, when the current all-time high of $156.46 was set.</p>\n<p>Below are a few factors that may be driving bullishness, and what AAPL investors should expect of the stock next.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/093d1adcfe3c452520b68115237e874d\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>The iPhone</span></p>\n<p><b>Why so bullish?</b></p>\n<p>Apple stock's 1.7% climb on Wednesday was much better than the return of the S&amp;P 500, at a modest loss of 0.3%. Interestingly enough, despite AAPL's strong performance, it was not easy to pinpoint one single cause for the outsized single-day gain.</p>\n<p>Maybe the company's&nbsp;announcement&nbsp;of the Self Service Repair program, to be launched in 2022, had something to do with it. By effectively outsourcing simple services to users, Apple might be able to simplify its service and cost structure.</p>\n<p>However, I doubt that this piece of news alone was responsible for creating $40 billion in market value. Instead, I bet that bullishness has been merely a reflection of recent skepticism over the company's ability to perform in the near term phasing out.</p>\n<p>I have recently talked about two sell-side reports that support the bull thesis on Apple shares. Wedbush has&nbsp;just called for the best holiday season&nbsp;in the history of the iPhone, with the segment possibly delivering over $70 billion in revenues in only about three months.</p>\n<p>Just a day earlier,Morgan Stanley put Apple at the center&nbsp;of the metaverse opportunity. According to the research shop, the real catalyst in this important growth story \"comes if or when Apple enters the space\".</p>\n<p><b>What to expect of AAPL</b></p>\n<p>The Apple Maven remains bullish on Apple stock. With valuations having dipped since reaching a 12-month high in early September, shares have become&nbsp;more affordable than some believe them to be.</p>\n<p>That said, and as the all-time high lurks around the corner, investors should set the right expectations. Near peaks, AAPL tends to suffer less from volatility. However, forward one-year returns also tend to be lower than when&nbsp;the stock is bought after a sharp selloff.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Record Level Is Around the Corner</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: Record Level Is Around the Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.\nOn Wednesday, November 17, Apple stock climbed ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173100100","content_text":"Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.\nOn Wednesday, November 17, Apple stock climbed nearly 2% to end the trading session valued at about $154 per share, backed by the heaviest trading volume of the month so far. This is the highest that the stock has reached since early September 2021, when the current all-time high of $156.46 was set.\nBelow are a few factors that may be driving bullishness, and what AAPL investors should expect of the stock next.\nThe iPhone\nWhy so bullish?\nApple stock's 1.7% climb on Wednesday was much better than the return of the S&P 500, at a modest loss of 0.3%. Interestingly enough, despite AAPL's strong performance, it was not easy to pinpoint one single cause for the outsized single-day gain.\nMaybe the company's announcement of the Self Service Repair program, to be launched in 2022, had something to do with it. By effectively outsourcing simple services to users, Apple might be able to simplify its service and cost structure.\nHowever, I doubt that this piece of news alone was responsible for creating $40 billion in market value. Instead, I bet that bullishness has been merely a reflection of recent skepticism over the company's ability to perform in the near term phasing out.\nI have recently talked about two sell-side reports that support the bull thesis on Apple shares. Wedbush has just called for the best holiday season in the history of the iPhone, with the segment possibly delivering over $70 billion in revenues in only about three months.\nJust a day earlier,Morgan Stanley put Apple at the center of the metaverse opportunity. According to the research shop, the real catalyst in this important growth story \"comes if or when Apple enters the space\".\nWhat to expect of AAPL\nThe Apple Maven remains bullish on Apple stock. With valuations having dipped since reaching a 12-month high in early September, shares have become more affordable than some believe them to be.\nThat said, and as the all-time high lurks around the corner, investors should set the right expectations. Near peaks, AAPL tends to suffer less from volatility. However, forward one-year returns also tend to be lower than when the stock is bought after a sharp selloff.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871300616,"gmtCreate":1637023130251,"gmtModify":1637023130251,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871300616","repostId":"2183282074","repostType":4,"isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873090650,"gmtCreate":1636786844382,"gmtModify":1636786844382,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873090650","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879142001,"gmtCreate":1636695387710,"gmtModify":1636695614650,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879142001","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848068776,"gmtCreate":1635948600431,"gmtModify":1635948724121,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848068776","repostId":"2180759145","repostType":4,"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849477724,"gmtCreate":1635775759391,"gmtModify":1635775759456,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849477724","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohu8.com/m/news/2179250221?lang=&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<div>\n<p>The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p>\n\n<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance_au","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>Federal Reserve decision, October jobs report: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFederal Reserve decision, October jobs report: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p>\n\n<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRSR":"Corsair Gaming, Inc.",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","APO":"阿波罗全球管理","EL":"雅诗兰黛","RL":"拉夫劳伦","ATVI":"动视暴雪",".DJI":"道琼斯","PFE":"辉瑞","BLMN":"Bloomin' Brands","COP":"康菲石油","CLX":"高乐氏","UBER":"优步"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"APO":0.9,"ATVI":0.9,"BLMN":0.9,"CLX":0.9,"COP":0.9,"CRSR":0.9,"EL":0.9,"PFE":0.9,"RL":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840308816,"gmtCreate":1635583128496,"gmtModify":1635583128562,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840308816","repostId":"1160516340","repostType":4,"repost":{"id":"1160516340","kind":"news","pubTimestamp":1635576015,"share":"https://www.laohu8.com/m/news/1160516340?lang=&edition=full","pubTime":"2021-10-30 14:40","market":"us","language":"en","title":"5 Stocks For Halloween: Will They Be Tricks Or Treats?","url":"https://stock-news.laohu8.com/highlight/detail?id=1160516340","media":"Benzinga","summary":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the ","content":"<div>\n<p>Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a ...</p>\n\n<a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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>5 Stocks For Halloween: Will They Be Tricks Or Treats?</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\">\n5 Stocks For Halloween: Will They Be Tricks Or Treats?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 14:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a ...</p>\n\n<a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHCO":"City Holding Company","TR":"Tootsie Roll Industries Inc","HSY":"好时","JAKK":"杰克仕太平洋","AMCX":"AMC网络公司"},"source_url":"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160516340","content_text":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a look at what the data is pointing to for 2021 Halloween spending and five stocks to keep on the radar that could turn in strong quarters that include the holiday.\nHalloween Sales Expectations:Consumers feel more comfortable resuming normal Halloween activities according to theNational Retail Federation.\n“This year, two-thirds (65%) of consumers plan to celebrate one of America’s favorite holidays, up from 58% in 2020,” NRF said.\nThe NRF sees consumers spending an average of $102.74 this year on Halloween, which would be the first time the figure has hit triple digits. Estimates last year were for spending of $92.12 by each consumer.\nResearch points to candy and costumes as big winners by the return of Halloween activities along with decorations. Spending on decorations is expected to hit $3.3 billion, an all-time high.\nIs Coca-Cola's Stock Overvalued OrUndervalued?\nHalloween 2021 will also see a higher number of people without kids celebrating than in 2020. Estimates call for 55% of homes without children to celebrate, compared to 49% in 2020. The figure falls in line with pre-pandemic levels of anticipated adult costume spending.\nTootsie Roll:Candy companyTootsie Roll Industries Inc\nTR-0.47%is a popular option for anyone handing out candy to trick or treaters. If you’ve ever gone trick or treating, chances are you got a ton of tootsie rolls, given their lower cost for anyone buying for a large number of visitors.\nThe companyreportedthird-quarter sales of $183.1 million, up 17% year-over-year. The company saw a dip in fourth-quarter revenue last year compared to the prior year. Look for Tootsie Roll to see a rebound in the fourth quarter.\nHershey:The Hershey Co\nHSY-2.28%has diversified its products to include several snack brands, but candy remains the big revenue driver. The company owns many of the popular brands that will be sought out by trick or treaters. Hershey’sthird-quarterrevenue of $2.4 billion was the highest it has seen in years on a quarterly basis.\n“Consumer demand for our brands has remained robust,” Hershey Company CEOMichele Bucksaid. The company raised full-year sales guidance and a strong Halloween could help meet or exceed the updated expectations.\nJakks Pacific:Toy companyJakks Pacific Inc\nJAKK-4.38%finds itself on the Halloween list thanks to its ownership of Disguise, the world’s leading costume design and manufacturing company. With more adults dressing up and a return of trick or treat activities, the company could be in for a strong quarter.\nThe company’sthird-quarterrevenue was $237 million, which included $64 million in revenue for the costumes segment. Costume sales were up 16.4% year-over-year and the fourth quarter could continue that trend. Jakks Pacific had revenue of $128.3 million in the fourth quarter last year, a decline from the prior year. Last year’s fourth quarter featured a 91% year-over-year increase in costumes segment revenue. The third and fourth quarters are the company’s two biggest quarters for revenue.\nParty City:Retailer$Party City Holdco(PRTY)$ Inc\nPRTY+2.97%could be a popular destination for Halloween costumes and decorations. The company ended thesecond quarterwith 749 locations and is also a provider of third-party products to other retailers.\nSecond-quarter revenue was up 110% year-over-year for the company.\n“We saw sequential acceleration of the business as the economy opened up and restrictions subsided, driving increased consumer ability to celebrate,” Party City CEOBrad Westonsaid. The company will report third-quarter earnings on Nov. 9, which could provide a better look at how the Halloween shopping looked.\nAMC Networks:Media companyAMC Networks\nAMCX-2.04%finds itself on the Halloween stock list thanks to its ownership of “The Walking Dead” franchise, horror film programming and as owner of horror focused streaming platform Shudder. AMC isairing“FearFest” from Oct. 1 through Oct. 31 on its namesake AMC and AMC+ channels, which could turn into a subscriber boosting event.\n“The Walking Dead” returned to the network with its final season beginning Oct. 10, which could be another October event to watch. Shudder, which is the largest horror focused streaming platform, is available for $4.75 a month on major streaming platforms. The platformhitone million subscribers in 2020. Pizza Hut, aYum Brands Inc\nYUM-0.75%company,partneredwith Shudder to offer a promotion for 30 days free.","news_type":1,"symbols_score_info":{"AMCX":0.9,"CHCO":0.9,"HSY":0.9,"JAKK":0.9,"TR":0.9}},"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858107430,"gmtCreate":1634997883863,"gmtModify":1634997884026,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858107430","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohu8.com/m/news/1177255738?lang=&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>\n <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>\n <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p>\n<p><b>Article Thesis</b></p>\n<p>Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p>\n<p><b>Palantir &amp; US Army Contract</b></p>\n<p>In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p>\n<p>For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p>\n<p>Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p>\n<p>The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p>\n<p>Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p>\n<p>The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p>\n<p>Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p>\n<p><b>PLTR Stock Forecast</b></p>\n<p>Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p>\n<p>Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p>\n<p>One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p>\n<p><b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p>\n<p>Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p>\n<p>Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p>\n<p>Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p>\n<p><b>Is This an Income Stream Which Induces Fear?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p>\n<p>The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Price Prediction: Outlook After U.S. Army Selection</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4461220-palantir-stock-price-prediction><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851675815,"gmtCreate":1634908782594,"gmtModify":1634908957212,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851675815","repostId":"1145512728","repostType":4,"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827210322,"gmtCreate":1634476370292,"gmtModify":1634476370469,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827210322","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822721877,"gmtCreate":1634172488206,"gmtModify":1634172488284,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822721877","repostId":"2175164396","repostType":4,"repost":{"id":"2175164396","kind":"news","pubTimestamp":1634166327,"share":"https://www.laohu8.com/m/news/2175164396?lang=&edition=full","pubTime":"2021-10-14 07:05","market":"us","language":"en","title":"S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164396","media":"The Straits Times","summary":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shar","content":"<div>\n<p>NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Nasdaq rise with growth stocks; JPMorgan a drag\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF","JPM":"摩根大通","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","OEX":"标普100","UPRO":"三倍做多标普500ETF"},"source_url":"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175164396","content_text":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank shares and weighed on the market.\nThe S&P 500 briefly added to gains following the release of minutes from the September Federal Reserve policy meeting.\nUS central bankers signalled they could start reducing crisis-era support for the economy in mid-November, though they remained divided over how much of a threat high inflation poses and how soon they may need to raise interest rates, the minutes showed.\nEarlier, a Labour Department report showed consumer prices increased solidly in September, further strengthening the case for a Fed interest-rate hike.\nShares of JPMorgan Chase & Co fell 2.6% even though JPMorgan's third-quarter earnings beat expectations, helped by global dealmaking boom and release of more loan loss reserves.\nThe stock declined along with the other bank shares and was among the biggest drags on the S&P 500 and Dow, which ended flat.\nThe S&P 500 bank index was down 1.3%, with longer-dated Treasury yields down on the day. The day's corporate results kicked off third-quarter earnings for S&P 500 companies.\n\"My hope is that as we work our way through earnings season, that the forward-looking guidance will be good enough that we'll close the year higher. But right now the market is in a show-me phase,\" said Jim Awad, senior managing director at Clearstead Advisors LLC in New York.\nMega-caps growth names including Amazon.com Inc, Google-parent Alphabet and Microsoft Corp all rose.\nThe Dow Jones Industrial Average fell 0.53 points to 34,377.81, the S&P 500 gained 13.15 points, or 0.30%, to 4,363.8 and the Nasdaq Composite added 105.71 points, or 0.73%, to 14,571.64.\nBlackRock Inc gained 3.8% after the world's largest money manager beat quarterly profit estimates as an improving economy helped boost its assets under management, driving up fee income.\nAlso in earnings, Delta Air Lines fell 5.8% after the company reported its first quarterly profit without federal aid since the coronavirus pandemic, but warned of a pre-tax loss for the fourth quarter due to a sharp rise in fuel prices.\nAnalysts expect corporate America to report strong profit growth in the third quarter but investor worries have been mounting over how supply chain problems, labour shortages and higher energy prices might affect businesses emerging from the pandemic.\nBank of America, Citigroup, Wells Fargo and Morgan Stanley will report results on Thursday, while Goldman Sachs is due to report on Friday.\nAmong other movers, Apple Inc dipped 0.4% after a report said the iPhone marker was planning to cut production of its iPhone 13.0 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.39-to-1 ratio favored advancers.\nThe S&P 500 posted 8 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 47 new highs and 56 new lows.\nVolume on U.S. exchanges was 9.31 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".SPX":0.9,"ESmain":0.9,"NQmain":0.9,"IVV":0.9,"JPM":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SSO":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828707350,"gmtCreate":1633942207426,"gmtModify":1633942228132,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828707350","repostId":"2174971913","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823302188,"gmtCreate":1633578012738,"gmtModify":1633578012976,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823302188","repostId":"1146744889","repostType":4,"repost":{"id":"1146744889","kind":"news","pubTimestamp":1633577132,"share":"https://www.laohu8.com/m/news/1146744889?lang=&edition=full","pubTime":"2021-10-07 11:25","market":"us","language":"en","title":"Intel Vs. AMD: Competitive Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=1146744889","media":"Seeking Alpha","summary":"Summary\n\nThis is a (very) long look into the competitive positioning between Intel and AMD, on the C","content":"<p><b>Summary</b></p>\n<ul>\n <li>This is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.</li>\n <li>It covers the desktop, laptop and server segments.</li>\n <li>There are changes happening, and more will be coming, to this competitive positioning.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad7be89aa0540e7ed8c51debe3aa0392\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Vedat OGUZCAN/iStock via Getty Images</span></p>\n<p>This article will cover the present, and near-term (up to more than two years out), competitive prospects between Advanced Micro Devices(NASDAQ:AMD)and Intel(NASDAQ:INTC)on the CPU market. Namely, on its three main segments: desktop, laptop and server.</p>\n<p>The article was built through the careful aggregation of information from dozens of sources, taking into account the most credible reports backed by the most recent benchmarks and statements from Intel and AMD.</p>\n<p><b>The Context</b></p>\n<p>AMD has sprang a surprise. Since the first Zen 3-based chips reached the market, AMD has built up a significant advantage over Intel. This happened in the:</p>\n<ul>\n <li>Desktop segment, where Zen 3 chips got to achieve equivalent single-threaded performance, while besting Intel on multithreaded performance due to much higher core counts.</li>\n <li>Laptop segment, though to a lesser extent, mostly on the strength of its multithreaded performance as well.</li>\n <li>Server, with its EPYC CPUs, on account of very competitive multithreaded abilities as a result of much higher core counts, as well as better performance / energy consumption metrics. Moreover, since Intel had been unchallenged in the server space for so long, AMD found it easy to price its CPUs at much better price / performance and TCO (Total Cost of Ownership) / performance ratios.</li>\n</ul>\n<p>AMD achieved this incredible feat through three developments:</p>\n<ul>\n <li>It finally built a competitive CPU architecture, enabling it to level the field in terms of IPC (Instructions Per Cycle).</li>\n <li>It got access to a process advantage due to using an external supplier, TSMC(NYSE:TSM). TSMC surpassed Intel's process abilities, and with Intel fabricating its chips internally, this created a semi-permanent disadvantage for Intel CPUs. This happened on account of many Intel missteps and delays advancing its process technology.</li>\n <li>And AMD's bet on a MCM (Multi-Chip Module) architecture, which enabled it to divide a monolithic CPU die (which is expensive to manufacture due to manufacturing yields being lower for larger dies) into many small, less expensive dies. This brought down the cost of the chip and allowed AMD to sell chips with many more cores than Intel's at similar price points.</li>\n</ul>\n<p>Intel took a long time to respond to AMD’s challenge, giving AMD the possibility of catching and surpassing Intel.</p>\n<p>Things move slowly when it comes to designing chips or evolving chipmaking processes, so the initial reaction would always have to be slow. In the meantime, AMD has been slowly but surely eroding Intel’s market position, including on the very profitable server market. Any increase in AMD competitivity would lead to this, since Intel started from very high market shares on account of AMD’s prior near-absolute lack of competitiveness.</p>\n<p>This is the starting point for my analysis today. At this point in time, AMD has been beating Intel like a redheaded stepchild across the market (by gaining market share), though slower on servers and laptops.</p>\n<p>Servers are a conservative market and move slower, while on laptops Intel’s 11thgeneration chips still managed to keep AMD somewhat at bay due to a large GPU performance gain while keeping decent performance on the CPU side.</p>\n<p>Anyway, let’s check how things are set to evolve over the next 2-3 years.</p>\n<p><b>DesktopPresent</b></p>\n<p>In terms of desktop CPUs, currently the battle is fought between Intel’s 11thgeneration and AMD’s Ryzen 5000 series. Intel has a small lead in single threaded performance, but AMD has a very large lead on multitasking performance, due to AMD fielding CPUs with a higher core number. For instance, at the top of the range, AMD’s Ryzen 5950x has 16 cores 32 threads) to Intel’s 11900K 8 (16 threads).</p>\n<p>Intel’s single threaded performance cannot compensate for the smaller number of cores, so presently AMD’s desktop offerings are more competitive.</p>\n<p><b>Next Month</b></p>\n<p>The first shot on the renewed Intel/AMD war will be fired by Intel next month. That’s when Intel’s 12thgeneration, Alder Lake, will launch. This generation has one particularity: it will be the first time the x86 world will see the arrival of a big.little architecture.</p>\n<p>In the case of Alder Lake, Intel will provide CPUs with up to 8 performance cores and another 8 efficiency cores. The performance cores have hyperthreading (two threads per core), the efficiency cores do not, hence, this 16-core CPU can run 24 threads, versus 32 on a top-of-the-line Ryzen. The top of the Intel Alder Lake line will be the i9-12900K CPU.</p>\n<p>This chip will represent a huge step for Intel. From early tests, the 12900K is showing up to 2x higher performance in multitasking, when compared to the 11900K.</p>\n<p>The jump in multitasking performance comes from two sources:</p>\n<ul>\n <li>The small efficiency cores are actually quite performant. They perform&nbsp;above the level of an SkyLake core&nbsp;(thus, at slightly less than 1/2 the performance on the new Performance cores), but do so while demanding significantly less power. Hence, although they are efficiency cores, they can still provide significant computing capacity which impacts the overall multitasking ability of the chip. Roughly, about 33% of the chip’s multitasking power can come from these cores.</li>\n <li>Alder Lake also represents a large IPC jump, due to it using entirely new and much wider Performance core. This IPC gain is on the order of 19-20%, and a larger overall gain still might come from higher frequencies on top.</li>\n</ul>\n<p><b>Efficiency Cores</b></p>\n<p>One of the big surprises with Intel’s Alder Lake generation, is the performance the E-Cores (Efficiency Cores, Gracemont) are said to attain. These cores, schematically, seem to occupy 1/4ththe area taken by the new Golden Cove P-Cores (Performance Cores). Yet, in Intel’s&nbsp;Architecture Day 2021 presentation, these cores are able to attain levels of performance over those hit by SkyLake cores.</p>\n<p>Notice the relative sizes:</p>\n<p><img src=\"https://static.tigerbbs.com/404ab04fb76822e023833b08316cccec\" tg-width=\"640\" tg-height=\"352\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/97305d665518f38620f00eedc89841f7\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"></p>\n<p>And notice the power/performance charts vs SkyLake</p>\n<p><img src=\"https://static.tigerbbs.com/4e65c15620b40f9cb4e5282a096bc8b4\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"></p>\n<p>The 80% performance jump doesn’t mean the core is 80% faster on single-threaded jobs. This is a multithreaded comparison, with four single-threaded efficiency cores vs twohyperthreadedSkyLake cores. For single-threaded performance:</p>\n<p><img src=\"https://static.tigerbbs.com/714ffd1802677273d9b059fd270334c6\" tg-width=\"640\" tg-height=\"342\" width=\"100%\" height=\"auto\"></p>\n<p><b>Performance Cores</b></p>\n<p>At the same time, Intel’s big cores have made a large jump in performance. This jump is cumulative with what happened with Rocket Lake, and thus it has been enough to propel Intel well ahead of AMD’s current offerings when it comes to single threaded performance (~25%+).</p>\n<p>The performance jump on the Performance cores, together with actually performant efficiency cores, also means that Alder Lake is able to match AMD's multithreaded performance even though it can only process 24 threads (16 threads on the 8 Performance cores, 8 threads on efficiency cores) vs AMD's 32 (on high-end chips).</p>\n<p>This performance jump by Intel arguably will put Intel at an advantage in the desktop market next month, as soon as Alder Lake launches.</p>\n<p><b>Q1 2022</b></p>\n<p>In Q1 2022, AMD’s 6000 series (Warhol) arrives. It will still be based on the Zen 3 architecture, and promises small (up to 5%) IPC gains, plus gains in other areas including frequency, aggregating to a~9% performance gain.</p>\n<p>This will clearly fall short of what Alder Lake is showing now, though it can create a small advantage on multithreaded uses. The desktop core count will remain at 16 cores, hence there’s no large leapfrogging of Intel’s effort.</p>\n<p>As a result, even with the AMD 6000 series shipping, Intel will likely retain the desktop performance crown.</p>\n<p><b>Q3 2022</b></p>\n<p>Come Q3 2022, Intel will likely release its 13thgeneration CPU family, Raptor Lake. This will be a refresh of Alder Lake, with minor IPC and memory improvements. The IPC and performance gains on this generation will likely mirror those attained by AMD on its AMD 6000 series.</p>\n<p>However, Intel will add another 8 efficiency cores to Raptor Lake on its high-end chip, upping the core count to 24 and the thread count to 32. What this means is:</p>\n<ul>\n <li>Given the estimated contribution by the efficiency cores to Alder Lake’s multithreaded performance (~33%) and 8 additional efficiency cores (doubles their count), these additional cores can thus add a further 33% multithreaded improvement;</li>\n <li>And there will also be some single-threaded performance improvements.</li>\n</ul>\n<p>This seems enough to put the 13900K CPU ahead of the high-end Ryzen 6000 CPU even on multithreaded scenarios. Thus, Raptor Lake will solidify Intel’s position at the top of the desktop market.</p>\n<p><b>Q4 2022</b></p>\n<p>AMD is set to launch the Zen 4-based Ryzen 7000 series (Raphael) at this time, likely close to year-end.</p>\n<p>It’s hard to estimate how large the performance uplift will be, though it seems&nbsp;up to 29% IPC&nbsp;and 40%-45% overall performance gains over the current generation (Zen 3) might be attainable. The core count for Desktop chips will remain at 16 cores (32 threads). Zen 4 will be built on a new TSMC process node.</p>\n<p>These are very significant gains. If they’re realized, they are probably enough to put Zen 4 slightly ahead of Intel’s Raptor Lake, or match it.</p>\n<p>In my view, even if an advantage is gained, it will likely be small (given the large jump achieved by Alder Lake, and then reinforced by Raptor Lake). Hence, at this point – Q4 2022 -- things will be too close to call on the Desktop market.</p>\n<p><b>Q2 2023</b></p>\n<p>Intel will launch Meteor Lake. This is an entirely new architecture on a new process node (Intel 4). Although there are no performance numbers at this point, a new architecture together with a new process node is bound to produce a large IPC gain. On top of this, Meteor Lake will also be a truly MCM design, allowing Intel to more easily ramp up the core count, which will favor multithreaded performance.</p>\n<p>Hence, when Meteor Lake is launched, Intel is highly likely to put itself firmly ahead of Zen 4 CPUs in the desktop market. AMD’s answer will only come much later, in the form of Zen 5. At this point, it’s possible that Intel will have gained, and will keep, the performance leadership for a longer time.</p>\n<p><b>LaptopPresent</b></p>\n<p>Currently, the laptop battle is fought between Intel’s Tiger Lake-H and -U families and AMD’s Ryzen 5000 H and U series.</p>\n<p>Intel and AMD are well matched in the H segment, with single-threaded and multithreaded performance broadly similar between the two.</p>\n<p>On the U segment, Intel provides a lower core count at the top (4 vs 8), which gives AMD a performance lead on multithreaded tasks. However, Intel then has a large lead on single-threaded performance, as well as a large lead on GPU performance.</p>\n<p>Given the above, I’ve considered that it’s too close to call this segment right now.</p>\n<p><b>Q1 2022</b></p>\n<p>During Q1 2023, Intel will launch new CPUs for the laptop market (H and U families) based on its very performant Alder Lake generation (as we saw from the desktop segment).</p>\n<p>These CPUs will go up to 6+8 cores (14 cores, 20 threads, H family) and 2+8 cores (10 cores, 12 threads, U family), which will represent a large increase in core and thread counts from the present Tiger Lake generation (H goes from 8 to 14 cores, 16 to 20 threads; U goes from 4 to 10 cores, 8 to 12 threads). Simultaneously, the Performance cores will have a 20% IPC uplift (and likely a larger overall performance gain).</p>\n<p>Hence, compute performance will be substantially increased, putting it well ahead of the existing AMD Ryzen 5000 series. However, the maximum EU (Execution Unit) count on the Alder Lake mobile CPUs remains capped at 96 EUs. Moreover, it seems these EUs will be based on the same GPU generation as the existing Tiger Lake GPUs. Hence, GPU performance will likely not increase a lot.</p>\n<p>At about the same time, AMD will launch Ryzen 6000 APUs (Rembrandt), which will somewhat improve overall performance (~9%). But most importantly, AMD will mate these APUs with an entirely new GPU generation based on its RDNA 2 technology. This change will bring extreme GPU performance increases because the prior APUs were still based on AMD’s outdated and outclassed Vega technology. The performance increases will likely exceed 100%, and will put AMD’s mobile offerings well ahead of Intel’s when it comes to GPU performance.</p>\n<p>Hence, as of Q1 2022 Intel will likely get the mobile CPU performance crown, but AMD will take away the integrated mobile GPU performance crown from Intel. As a result, I think the battle between these two products will be too close to call and will depend on each customer’s priorities.</p>\n<p><b>Q3 2022</b></p>\n<p>Intel’s mobile range will be refreshed with the launch of its 13thgeneration Raptor Lake CPUs. These will bring small CPU performance gains, which will build on the gains it attained with Alder Lake.</p>\n<p>However, the big news with the mobile Raptor Lake CPUs is that they’ll switch the GPU technology, going from Intel LP GPUs to Intel HPG GPUs. Moreover, the maximum number of EUs will be increased from 96 to 192 (doubled).</p>\n<p>This is a significant change. Intel’s HPG EUs are supposed to bring a 50% performance uplift (on the same power budget), and the doubling of the maximum EUs will bring another 100% performance uplift. Conceivably, the maximum GPU performance on Raptor Cove high-end mobile CPUs might increase as much as 200%, though Intel might sacrifice some of the potential improvement for energy saving reasons.</p>\n<p><img src=\"https://static.tigerbbs.com/799bea21a599b46badc1d99a507745ec\" tg-width=\"640\" tg-height=\"351\" width=\"100%\" height=\"auto\"></p>\n<p>When this is realized, Intel will attain performance superiority both on the CPU and GPU side in its mobile offerings. Hence, Intel will be at a clear advantage on the laptop market from Q3 2022 onwards.</p>\n<p><b>Q1 2023</b></p>\n<p>Q1 2023 marks the likely arrival of Zen 4-based laptop CPUs from AMD. These will likely enable AMD to regain the upper hand on CPU multitasking performance, and possibly level things on the single-threaded performance side. It remains to be seen what will happen at the GPU level.</p>\n<p>In my view, like on the desktop side, AMD will regain the upper hand if the GPU side manages to surpass Intel’s big jump from using its HPG GPUs. Still, for me right now this segment will be too close to call once Zen 4 arrives.</p>\n<p><b>Q2 2023</b></p>\n<p>In Q2 2023, Intel will likely start shipping its Meteor Lake 14thgeneration mobile CPUs. Meteor Lake is both a new architecture and it will be built on a new process node. Additionally, Meteor Lake will be Intel’s first truly MCM design of the modern era.</p>\n<p>As a result of so many performance-enhancing developments, Meteor Lake is likely to bring significant performance gains (15-20% or more, depending on Intel choices), both on multitasking and single-threaded scenarios. Since Meteor Lake will arrive when things are more or less balanced between Intel and AMD, this will immediately push Intel towards a clear leadership in the laptop segment.</p>\n<p><b>ServerPresent</b></p>\n<p>Presently, Intel’s Xeon Scalable 3rdGen tops out at 40 cores, while AMD’s EPYC Milan CPUs go all the way to 64 cores.</p>\n<p>This large difference in number of cores means the Xeon is not very competitive in tasks involving maximum throughput. Cloud offerings often require high utilization rates, and thus the higher core count gives superiority to AMD and offers it a way to gain market share, which AMD has been taking advantage of.</p>\n<p><b>Q2 2022</b></p>\n<p>Around Q2 2022, Intel will launch its Sapphire Rapids Xeons. These will benefit from:</p>\n<ul>\n <li>An early multi-die effort, allowing Intel to increase the core count to at least 56 cores. The CPU cores will be spread out in up to four dies, with 14 cores active in each (maybe more in the future).</li>\n <li>A very large jump in single-threaded performance, similar or larger than the one enjoyed by Alder Lake.</li>\n</ul>\n<p>At about the same time, though, AMD is likely to deploy its EPYC Milan-X server CPUs. The main change with these will be the use of 3D stacking to add extra cache on top of the execution units, making for much larger CPU caches. This will provide a performance improvement which will vary a lot across workloads (those more reliant on cache might benefit significantly, others not so much).</p>\n<p>Without the launch of AMD’s EPYC Milan-X, it would seem that the single- and multi-threaded performance afforded by the use of improved Alder Lake-derived cores (Golden Cove), along with a better (not as punishing, performance-wise) multi-die approach, would allow Sapphire Rapids to surpass AMD’s EPYC Milan. This would happen with Sapphire Rapids matching or beating EPYC Milan’s multitasking abilities, while also enjoying a significant single-threaded performance advantage.</p>\n<p>However, with the launch of EPYC Milan-X, I consider the situation too close to call, on account of Sapphire Rapids’ lower core count, along with some improvement in Milan’s overall performance.</p>\n<p>Still, on the server side, Intel being on equal terms with AMD is actually an improvement right now.</p>\n<p><b>Q4 2022</b></p>\n<p>It all changes in AMD’s favor come Q4 2022, though. That’s when AMD will launch its EPYC Genoa generation, based on Zen 4 cores.</p>\n<p>This generation will bring a new architecture, be built on a new process node and enjoy the benefits from the 3D cache stacking used on EPYC Milan-X. It will also bump the maximum number of cores to 96. This will result in:</p>\n<ul>\n <li>EPYC Genoa matching or beating Sapphire Rapids' single-threaded performance.</li>\n <li>EPYC Genoa greatly outclassing Sapphire Rapids when it comes to the all-important (for server loads) multithreaded performance (96 vs 56 cores).</li>\n</ul>\n<p>On account of this, AMD will again regain the upper hand in the server market.</p>\n<p><b>Q1 2023</b></p>\n<p>On Q1 2023, Intel will likely field a refresh of the Sapphire Rapids generation, code named Emerald Rapids. This generation will bring the benefits from the Raptor Lake desktop refresh to the server side. It will also bump the maximum number of cores to 64 from 56.</p>\n<p>Still, the advantage gained by the Zen 4-based EPYC Genoa seems large enough that Emerald Rapids won’t be enough to counter it. Emerald Rapids might get close on single-threaded use cases, but it will still remain far away in terms of multithreaded use cases – the most important for server CPUs most often handling virtualized workloads. Basically, the “number of cores” advantage enjoyed by EPYC Genoa will be unsurmountable by this iterative Intel effort.</p>\n<p>AMD will keep its advantage in the server space, and will thus continue to chip away at Intel’s market share throughout this period.</p>\n<p><b>Q3 2023</b></p>\n<p>At this point, on the server side, there will be a truly significant event. Intel will bring its Granite Rapids server CPU generation to the market.</p>\n<p><img src=\"https://static.tigerbbs.com/f7c77d5b18968ad5fdc85e0aff296903\" tg-width=\"1280\" tg-height=\"502\" width=\"100%\" height=\"auto\"></p>\n<p>This generation enjoys benefits similar to those enjoyed by Meteor Lake on the desktop side, but to an even larger extent. Namely, this generation is set to bump the number of cores to 120, spread across two 60-core dies. This is significant in several ways:</p>\n<ul>\n <li>These cores, on a standalone basis, will likely beat Zen 4 cores by a wide single-threaded margin. This is so because at the starting point Zen 4 will be roughly matched to the previous Intel cores (Raptor Cove on Raptor Lake). Meteor Lake (and Granite Rapids), however, will be built with a new core architecture (Redwood Cove) and on a new process step. Thus, the performance gains are likely to be significant on a single-threaded basis.</li>\n <li>By putting 120 cores on a single server CPU, Intel will for the first time in a long while, be having more cores per CPU than AMD. With each core being more powerful, this already ensures a significantly higher multithreaded performance.</li>\n <li>But worse still, since the core dies are much larger on Intel’s Granite Rapids (two dies, 60 cores each) than on AMD’s EPYC Genoa (12 CCDs with 8 cores each), this will lead to another performance benefit for Granite Rapids: The latencies between its cores will be much lower, leading to a large relative performance gain (other things being equal).</li>\n</ul>\n<p>From these effects, it seems a certainty that Intel will regain its performance lead, both on single-threaded and multithreaded use cases, on the server segment. And Intel's advantage will, at that point, be large. This is set to happen in Q3 2023, nearly two years from now.</p>\n<p>After Granite Rapids, Intel is also promising another very large jump in performance, but this will already fall outside the timeframe for this article. AMD will also bring Zen 5, but its arrival schedule is still very uncertain.</p>\n<p><b>A Charted Summary</b></p>\n<p>The above translates into the following color-coded schematic for all the segments:</p>\n<p><img src=\"https://static.tigerbbs.com/19775dfb6f19634f9d4f428ef9b27d13\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"></p>\n<p><b>Conclusion</b></p>\n<p>Taking into account the near-term roadmaps, benchmarks, leaks and guidance, it seems Intel is on the verge of taking away the performance crown from AMD. This will happen by Intel first regaining the single-threaded crown by a visible margin, while more or less matching AMD on multitasking, followed by a period where Intel will get a lead on both counts, interrupted only briefly by AMD's Zen 4.</p>\n<p>However, perhaps in the most important market segment, servers, AMD looks to be ahead of Intel until late 2023 – mostly on account of much higher core counts. This is two years away from today, and that’s a long time for the market to look forward to. Until then, AMD might well continue to take server share away from Intel. Also, it seems possible that near-term, AMD will also increase its threat to the laptop market, due to an incoming, very large, GPU processing power improvement.</p>\n<p>Within two years, it seems likely that Intel will again regain a sustainable performance advantage over AMD across all market segments. In the near term, Alder Lake will already imply pressure on AMD’s desktop margins (for a while, AMD has been commanding premium pricing in that market, when compared to Intel). Still, one wonders if the market will look that far forward right now.</p>\n<p>AMD stock is rendered dangerous in light of these developments. Intel stock might become more attractive, since Intel also seems to be improving its process technology at a higher cadence now, and its push into the foundry business might also be favorable.</p>\n<p>However, the current situation remains hard for Intel on the server market, and thus makes an immediate long bet somewhat hard as well even if the potential is visible. Considering this, I’m leaning slightly bearish on AMD and leaning slightly bullish on Intel, but it’s hard to commit to the position fully given the short-term server headwinds for Intel and tailwinds for AMD resulting from Zen 4 expectations.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Vs. AMD: Competitive Prospects</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\">\nIntel Vs. AMD: Competitive Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458744-intel-vs-amd-competitive-prospects><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThis is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.\nIt covers the desktop, laptop and server segments.\nThere are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4458744-intel-vs-amd-competitive-prospects\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4458744-intel-vs-amd-competitive-prospects","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146744889","content_text":"Summary\n\nThis is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.\nIt covers the desktop, laptop and server segments.\nThere are changes happening, and more will be coming, to this competitive positioning.\n\nVedat OGUZCAN/iStock via Getty Images\nThis article will cover the present, and near-term (up to more than two years out), competitive prospects between Advanced Micro Devices(NASDAQ:AMD)and Intel(NASDAQ:INTC)on the CPU market. Namely, on its three main segments: desktop, laptop and server.\nThe article was built through the careful aggregation of information from dozens of sources, taking into account the most credible reports backed by the most recent benchmarks and statements from Intel and AMD.\nThe Context\nAMD has sprang a surprise. Since the first Zen 3-based chips reached the market, AMD has built up a significant advantage over Intel. This happened in the:\n\nDesktop segment, where Zen 3 chips got to achieve equivalent single-threaded performance, while besting Intel on multithreaded performance due to much higher core counts.\nLaptop segment, though to a lesser extent, mostly on the strength of its multithreaded performance as well.\nServer, with its EPYC CPUs, on account of very competitive multithreaded abilities as a result of much higher core counts, as well as better performance / energy consumption metrics. Moreover, since Intel had been unchallenged in the server space for so long, AMD found it easy to price its CPUs at much better price / performance and TCO (Total Cost of Ownership) / performance ratios.\n\nAMD achieved this incredible feat through three developments:\n\nIt finally built a competitive CPU architecture, enabling it to level the field in terms of IPC (Instructions Per Cycle).\nIt got access to a process advantage due to using an external supplier, TSMC(NYSE:TSM). TSMC surpassed Intel's process abilities, and with Intel fabricating its chips internally, this created a semi-permanent disadvantage for Intel CPUs. This happened on account of many Intel missteps and delays advancing its process technology.\nAnd AMD's bet on a MCM (Multi-Chip Module) architecture, which enabled it to divide a monolithic CPU die (which is expensive to manufacture due to manufacturing yields being lower for larger dies) into many small, less expensive dies. This brought down the cost of the chip and allowed AMD to sell chips with many more cores than Intel's at similar price points.\n\nIntel took a long time to respond to AMD’s challenge, giving AMD the possibility of catching and surpassing Intel.\nThings move slowly when it comes to designing chips or evolving chipmaking processes, so the initial reaction would always have to be slow. In the meantime, AMD has been slowly but surely eroding Intel’s market position, including on the very profitable server market. Any increase in AMD competitivity would lead to this, since Intel started from very high market shares on account of AMD’s prior near-absolute lack of competitiveness.\nThis is the starting point for my analysis today. At this point in time, AMD has been beating Intel like a redheaded stepchild across the market (by gaining market share), though slower on servers and laptops.\nServers are a conservative market and move slower, while on laptops Intel’s 11thgeneration chips still managed to keep AMD somewhat at bay due to a large GPU performance gain while keeping decent performance on the CPU side.\nAnyway, let’s check how things are set to evolve over the next 2-3 years.\nDesktopPresent\nIn terms of desktop CPUs, currently the battle is fought between Intel’s 11thgeneration and AMD’s Ryzen 5000 series. Intel has a small lead in single threaded performance, but AMD has a very large lead on multitasking performance, due to AMD fielding CPUs with a higher core number. For instance, at the top of the range, AMD’s Ryzen 5950x has 16 cores 32 threads) to Intel’s 11900K 8 (16 threads).\nIntel’s single threaded performance cannot compensate for the smaller number of cores, so presently AMD’s desktop offerings are more competitive.\nNext Month\nThe first shot on the renewed Intel/AMD war will be fired by Intel next month. That’s when Intel’s 12thgeneration, Alder Lake, will launch. This generation has one particularity: it will be the first time the x86 world will see the arrival of a big.little architecture.\nIn the case of Alder Lake, Intel will provide CPUs with up to 8 performance cores and another 8 efficiency cores. The performance cores have hyperthreading (two threads per core), the efficiency cores do not, hence, this 16-core CPU can run 24 threads, versus 32 on a top-of-the-line Ryzen. The top of the Intel Alder Lake line will be the i9-12900K CPU.\nThis chip will represent a huge step for Intel. From early tests, the 12900K is showing up to 2x higher performance in multitasking, when compared to the 11900K.\nThe jump in multitasking performance comes from two sources:\n\nThe small efficiency cores are actually quite performant. They perform above the level of an SkyLake core (thus, at slightly less than 1/2 the performance on the new Performance cores), but do so while demanding significantly less power. Hence, although they are efficiency cores, they can still provide significant computing capacity which impacts the overall multitasking ability of the chip. Roughly, about 33% of the chip’s multitasking power can come from these cores.\nAlder Lake also represents a large IPC jump, due to it using entirely new and much wider Performance core. This IPC gain is on the order of 19-20%, and a larger overall gain still might come from higher frequencies on top.\n\nEfficiency Cores\nOne of the big surprises with Intel’s Alder Lake generation, is the performance the E-Cores (Efficiency Cores, Gracemont) are said to attain. These cores, schematically, seem to occupy 1/4ththe area taken by the new Golden Cove P-Cores (Performance Cores). Yet, in Intel’s Architecture Day 2021 presentation, these cores are able to attain levels of performance over those hit by SkyLake cores.\nNotice the relative sizes:\n\nAnd notice the power/performance charts vs SkyLake\n\nThe 80% performance jump doesn’t mean the core is 80% faster on single-threaded jobs. This is a multithreaded comparison, with four single-threaded efficiency cores vs twohyperthreadedSkyLake cores. For single-threaded performance:\n\nPerformance Cores\nAt the same time, Intel’s big cores have made a large jump in performance. This jump is cumulative with what happened with Rocket Lake, and thus it has been enough to propel Intel well ahead of AMD’s current offerings when it comes to single threaded performance (~25%+).\nThe performance jump on the Performance cores, together with actually performant efficiency cores, also means that Alder Lake is able to match AMD's multithreaded performance even though it can only process 24 threads (16 threads on the 8 Performance cores, 8 threads on efficiency cores) vs AMD's 32 (on high-end chips).\nThis performance jump by Intel arguably will put Intel at an advantage in the desktop market next month, as soon as Alder Lake launches.\nQ1 2022\nIn Q1 2022, AMD’s 6000 series (Warhol) arrives. It will still be based on the Zen 3 architecture, and promises small (up to 5%) IPC gains, plus gains in other areas including frequency, aggregating to a~9% performance gain.\nThis will clearly fall short of what Alder Lake is showing now, though it can create a small advantage on multithreaded uses. The desktop core count will remain at 16 cores, hence there’s no large leapfrogging of Intel’s effort.\nAs a result, even with the AMD 6000 series shipping, Intel will likely retain the desktop performance crown.\nQ3 2022\nCome Q3 2022, Intel will likely release its 13thgeneration CPU family, Raptor Lake. This will be a refresh of Alder Lake, with minor IPC and memory improvements. The IPC and performance gains on this generation will likely mirror those attained by AMD on its AMD 6000 series.\nHowever, Intel will add another 8 efficiency cores to Raptor Lake on its high-end chip, upping the core count to 24 and the thread count to 32. What this means is:\n\nGiven the estimated contribution by the efficiency cores to Alder Lake’s multithreaded performance (~33%) and 8 additional efficiency cores (doubles their count), these additional cores can thus add a further 33% multithreaded improvement;\nAnd there will also be some single-threaded performance improvements.\n\nThis seems enough to put the 13900K CPU ahead of the high-end Ryzen 6000 CPU even on multithreaded scenarios. Thus, Raptor Lake will solidify Intel’s position at the top of the desktop market.\nQ4 2022\nAMD is set to launch the Zen 4-based Ryzen 7000 series (Raphael) at this time, likely close to year-end.\nIt’s hard to estimate how large the performance uplift will be, though it seems up to 29% IPC and 40%-45% overall performance gains over the current generation (Zen 3) might be attainable. The core count for Desktop chips will remain at 16 cores (32 threads). Zen 4 will be built on a new TSMC process node.\nThese are very significant gains. If they’re realized, they are probably enough to put Zen 4 slightly ahead of Intel’s Raptor Lake, or match it.\nIn my view, even if an advantage is gained, it will likely be small (given the large jump achieved by Alder Lake, and then reinforced by Raptor Lake). Hence, at this point – Q4 2022 -- things will be too close to call on the Desktop market.\nQ2 2023\nIntel will launch Meteor Lake. This is an entirely new architecture on a new process node (Intel 4). Although there are no performance numbers at this point, a new architecture together with a new process node is bound to produce a large IPC gain. On top of this, Meteor Lake will also be a truly MCM design, allowing Intel to more easily ramp up the core count, which will favor multithreaded performance.\nHence, when Meteor Lake is launched, Intel is highly likely to put itself firmly ahead of Zen 4 CPUs in the desktop market. AMD’s answer will only come much later, in the form of Zen 5. At this point, it’s possible that Intel will have gained, and will keep, the performance leadership for a longer time.\nLaptopPresent\nCurrently, the laptop battle is fought between Intel’s Tiger Lake-H and -U families and AMD’s Ryzen 5000 H and U series.\nIntel and AMD are well matched in the H segment, with single-threaded and multithreaded performance broadly similar between the two.\nOn the U segment, Intel provides a lower core count at the top (4 vs 8), which gives AMD a performance lead on multithreaded tasks. However, Intel then has a large lead on single-threaded performance, as well as a large lead on GPU performance.\nGiven the above, I’ve considered that it’s too close to call this segment right now.\nQ1 2022\nDuring Q1 2023, Intel will launch new CPUs for the laptop market (H and U families) based on its very performant Alder Lake generation (as we saw from the desktop segment).\nThese CPUs will go up to 6+8 cores (14 cores, 20 threads, H family) and 2+8 cores (10 cores, 12 threads, U family), which will represent a large increase in core and thread counts from the present Tiger Lake generation (H goes from 8 to 14 cores, 16 to 20 threads; U goes from 4 to 10 cores, 8 to 12 threads). Simultaneously, the Performance cores will have a 20% IPC uplift (and likely a larger overall performance gain).\nHence, compute performance will be substantially increased, putting it well ahead of the existing AMD Ryzen 5000 series. However, the maximum EU (Execution Unit) count on the Alder Lake mobile CPUs remains capped at 96 EUs. Moreover, it seems these EUs will be based on the same GPU generation as the existing Tiger Lake GPUs. Hence, GPU performance will likely not increase a lot.\nAt about the same time, AMD will launch Ryzen 6000 APUs (Rembrandt), which will somewhat improve overall performance (~9%). But most importantly, AMD will mate these APUs with an entirely new GPU generation based on its RDNA 2 technology. This change will bring extreme GPU performance increases because the prior APUs were still based on AMD’s outdated and outclassed Vega technology. The performance increases will likely exceed 100%, and will put AMD’s mobile offerings well ahead of Intel’s when it comes to GPU performance.\nHence, as of Q1 2022 Intel will likely get the mobile CPU performance crown, but AMD will take away the integrated mobile GPU performance crown from Intel. As a result, I think the battle between these two products will be too close to call and will depend on each customer’s priorities.\nQ3 2022\nIntel’s mobile range will be refreshed with the launch of its 13thgeneration Raptor Lake CPUs. These will bring small CPU performance gains, which will build on the gains it attained with Alder Lake.\nHowever, the big news with the mobile Raptor Lake CPUs is that they’ll switch the GPU technology, going from Intel LP GPUs to Intel HPG GPUs. Moreover, the maximum number of EUs will be increased from 96 to 192 (doubled).\nThis is a significant change. Intel’s HPG EUs are supposed to bring a 50% performance uplift (on the same power budget), and the doubling of the maximum EUs will bring another 100% performance uplift. Conceivably, the maximum GPU performance on Raptor Cove high-end mobile CPUs might increase as much as 200%, though Intel might sacrifice some of the potential improvement for energy saving reasons.\n\nWhen this is realized, Intel will attain performance superiority both on the CPU and GPU side in its mobile offerings. Hence, Intel will be at a clear advantage on the laptop market from Q3 2022 onwards.\nQ1 2023\nQ1 2023 marks the likely arrival of Zen 4-based laptop CPUs from AMD. These will likely enable AMD to regain the upper hand on CPU multitasking performance, and possibly level things on the single-threaded performance side. It remains to be seen what will happen at the GPU level.\nIn my view, like on the desktop side, AMD will regain the upper hand if the GPU side manages to surpass Intel’s big jump from using its HPG GPUs. Still, for me right now this segment will be too close to call once Zen 4 arrives.\nQ2 2023\nIn Q2 2023, Intel will likely start shipping its Meteor Lake 14thgeneration mobile CPUs. Meteor Lake is both a new architecture and it will be built on a new process node. Additionally, Meteor Lake will be Intel’s first truly MCM design of the modern era.\nAs a result of so many performance-enhancing developments, Meteor Lake is likely to bring significant performance gains (15-20% or more, depending on Intel choices), both on multitasking and single-threaded scenarios. Since Meteor Lake will arrive when things are more or less balanced between Intel and AMD, this will immediately push Intel towards a clear leadership in the laptop segment.\nServerPresent\nPresently, Intel’s Xeon Scalable 3rdGen tops out at 40 cores, while AMD’s EPYC Milan CPUs go all the way to 64 cores.\nThis large difference in number of cores means the Xeon is not very competitive in tasks involving maximum throughput. Cloud offerings often require high utilization rates, and thus the higher core count gives superiority to AMD and offers it a way to gain market share, which AMD has been taking advantage of.\nQ2 2022\nAround Q2 2022, Intel will launch its Sapphire Rapids Xeons. These will benefit from:\n\nAn early multi-die effort, allowing Intel to increase the core count to at least 56 cores. The CPU cores will be spread out in up to four dies, with 14 cores active in each (maybe more in the future).\nA very large jump in single-threaded performance, similar or larger than the one enjoyed by Alder Lake.\n\nAt about the same time, though, AMD is likely to deploy its EPYC Milan-X server CPUs. The main change with these will be the use of 3D stacking to add extra cache on top of the execution units, making for much larger CPU caches. This will provide a performance improvement which will vary a lot across workloads (those more reliant on cache might benefit significantly, others not so much).\nWithout the launch of AMD’s EPYC Milan-X, it would seem that the single- and multi-threaded performance afforded by the use of improved Alder Lake-derived cores (Golden Cove), along with a better (not as punishing, performance-wise) multi-die approach, would allow Sapphire Rapids to surpass AMD’s EPYC Milan. This would happen with Sapphire Rapids matching or beating EPYC Milan’s multitasking abilities, while also enjoying a significant single-threaded performance advantage.\nHowever, with the launch of EPYC Milan-X, I consider the situation too close to call, on account of Sapphire Rapids’ lower core count, along with some improvement in Milan’s overall performance.\nStill, on the server side, Intel being on equal terms with AMD is actually an improvement right now.\nQ4 2022\nIt all changes in AMD’s favor come Q4 2022, though. That’s when AMD will launch its EPYC Genoa generation, based on Zen 4 cores.\nThis generation will bring a new architecture, be built on a new process node and enjoy the benefits from the 3D cache stacking used on EPYC Milan-X. It will also bump the maximum number of cores to 96. This will result in:\n\nEPYC Genoa matching or beating Sapphire Rapids' single-threaded performance.\nEPYC Genoa greatly outclassing Sapphire Rapids when it comes to the all-important (for server loads) multithreaded performance (96 vs 56 cores).\n\nOn account of this, AMD will again regain the upper hand in the server market.\nQ1 2023\nOn Q1 2023, Intel will likely field a refresh of the Sapphire Rapids generation, code named Emerald Rapids. This generation will bring the benefits from the Raptor Lake desktop refresh to the server side. It will also bump the maximum number of cores to 64 from 56.\nStill, the advantage gained by the Zen 4-based EPYC Genoa seems large enough that Emerald Rapids won’t be enough to counter it. Emerald Rapids might get close on single-threaded use cases, but it will still remain far away in terms of multithreaded use cases – the most important for server CPUs most often handling virtualized workloads. Basically, the “number of cores” advantage enjoyed by EPYC Genoa will be unsurmountable by this iterative Intel effort.\nAMD will keep its advantage in the server space, and will thus continue to chip away at Intel’s market share throughout this period.\nQ3 2023\nAt this point, on the server side, there will be a truly significant event. Intel will bring its Granite Rapids server CPU generation to the market.\n\nThis generation enjoys benefits similar to those enjoyed by Meteor Lake on the desktop side, but to an even larger extent. Namely, this generation is set to bump the number of cores to 120, spread across two 60-core dies. This is significant in several ways:\n\nThese cores, on a standalone basis, will likely beat Zen 4 cores by a wide single-threaded margin. This is so because at the starting point Zen 4 will be roughly matched to the previous Intel cores (Raptor Cove on Raptor Lake). Meteor Lake (and Granite Rapids), however, will be built with a new core architecture (Redwood Cove) and on a new process step. Thus, the performance gains are likely to be significant on a single-threaded basis.\nBy putting 120 cores on a single server CPU, Intel will for the first time in a long while, be having more cores per CPU than AMD. With each core being more powerful, this already ensures a significantly higher multithreaded performance.\nBut worse still, since the core dies are much larger on Intel’s Granite Rapids (two dies, 60 cores each) than on AMD’s EPYC Genoa (12 CCDs with 8 cores each), this will lead to another performance benefit for Granite Rapids: The latencies between its cores will be much lower, leading to a large relative performance gain (other things being equal).\n\nFrom these effects, it seems a certainty that Intel will regain its performance lead, both on single-threaded and multithreaded use cases, on the server segment. And Intel's advantage will, at that point, be large. This is set to happen in Q3 2023, nearly two years from now.\nAfter Granite Rapids, Intel is also promising another very large jump in performance, but this will already fall outside the timeframe for this article. AMD will also bring Zen 5, but its arrival schedule is still very uncertain.\nA Charted Summary\nThe above translates into the following color-coded schematic for all the segments:\n\nConclusion\nTaking into account the near-term roadmaps, benchmarks, leaks and guidance, it seems Intel is on the verge of taking away the performance crown from AMD. This will happen by Intel first regaining the single-threaded crown by a visible margin, while more or less matching AMD on multitasking, followed by a period where Intel will get a lead on both counts, interrupted only briefly by AMD's Zen 4.\nHowever, perhaps in the most important market segment, servers, AMD looks to be ahead of Intel until late 2023 – mostly on account of much higher core counts. This is two years away from today, and that’s a long time for the market to look forward to. Until then, AMD might well continue to take server share away from Intel. Also, it seems possible that near-term, AMD will also increase its threat to the laptop market, due to an incoming, very large, GPU processing power improvement.\nWithin two years, it seems likely that Intel will again regain a sustainable performance advantage over AMD across all market segments. In the near term, Alder Lake will already imply pressure on AMD’s desktop margins (for a while, AMD has been commanding premium pricing in that market, when compared to Intel). Still, one wonders if the market will look that far forward right now.\nAMD stock is rendered dangerous in light of these developments. Intel stock might become more attractive, since Intel also seems to be improving its process technology at a higher cadence now, and its push into the foundry business might also be favorable.\nHowever, the current situation remains hard for Intel on the server market, and thus makes an immediate long bet somewhat hard as well even if the potential is visible. Considering this, I’m leaning slightly bearish on AMD and leaning slightly bullish on Intel, but it’s hard to commit to the position fully given the short-term server headwinds for Intel and tailwinds for AMD resulting from Zen 4 expectations.","news_type":1,"symbols_score_info":{"AMD":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820005022,"gmtCreate":1633320893033,"gmtModify":1633320893236,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820005022","repostId":"2172965469","repostType":4,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864756751,"gmtCreate":1633152821710,"gmtModify":1633152821925,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864756751","repostId":"2172618769","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862770863,"gmtCreate":1632919952725,"gmtModify":1632919977786,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862770863","repostId":"1144324950","repostType":4,"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861328370,"gmtCreate":1632460185590,"gmtModify":1632464960943,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861328370","repostId":"2169240695","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860195780,"gmtCreate":1632144427540,"gmtModify":1632802566751,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Cui","listText":"Cui","text":"Cui","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/860195780","repostId":"1130418583","repostType":4,"repost":{"id":"1130418583","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":1632138209,"share":"https://www.laohu8.com/m/news/1130418583?lang=&edition=full","pubTime":"2021-09-20 19:43","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1130418583","media":"Tiger Newspress","summary":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as inve","content":"<p>(Sept 20)&nbsp;U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p>\n<p>At 07:47 a.m. ET,&nbsp;Dow futures sank by more than 600 points, or 1.79%, in early trading. S&amp;P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p>\n<p><img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket</b></p>\n<p>1)&nbsp;China Evergrande Group—&nbsp;Chinese property giant&nbsp;Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets.&nbsp;The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p>\n<p><b>2)&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p>\n<p><b>3)&nbsp;<a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&amp;P Oil &amp; Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p>\n<p><b>4)&nbsp;<a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p>\n<p>5)&nbsp;JPMorgan,&nbsp;Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p>\n<p><b>7)&nbsp;<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p>\n<p>Some investors believe this is just normal market action that can occur in September.</p>\n<p>“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p>\n<p>Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p>\n<p>Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Monday\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\">2021-09-20 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 20)&nbsp;U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p>\n<p>At 07:47 a.m. ET,&nbsp;Dow futures sank by more than 600 points, or 1.79%, in early trading. S&amp;P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p>\n<p><img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket</b></p>\n<p>1)&nbsp;China Evergrande Group—&nbsp;Chinese property giant&nbsp;Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets.&nbsp;The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p>\n<p><b>2)&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p>\n<p><b>3)&nbsp;<a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&amp;P Oil &amp; Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p>\n<p><b>4)&nbsp;<a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p>\n<p>5)&nbsp;JPMorgan,&nbsp;Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p>\n<p><b>7)&nbsp;<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p>\n<p>Some investors believe this is just normal market action that can occur in September.</p>\n<p>“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p>\n<p>Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p>\n<p>Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130418583","content_text":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.\nAt 07:47 a.m. ET, Dow futures sank by more than 600 points, or 1.79%, in early trading. S&P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.\n\nStocks making the biggest moves premarket\n1) China Evergrande Group— Chinese property giant Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets. The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.\n2) Pfizer — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.\n3) Laredo ,Occidental — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&P Oil & Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.\n4) Colgate-Palmolive — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.\n5) JPMorgan, Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.\n6) AstraZeneca Plc — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.\n7) ARK Innovation ETF — Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.\nSome investors believe this is just normal market action that can occur in September.\n“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.\nOther risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.\nMost commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887094521,"gmtCreate":1631940500664,"gmtModify":1632805172210,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"😑","listText":"😑","text":"😑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887094521","repostId":"2168716185","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":849477724,"gmtCreate":1635775759391,"gmtModify":1635775759456,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849477724","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohu8.com/m/news/2179250221?lang=&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<div>\n<p>The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p>\n\n<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance_au","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>Federal Reserve decision, October jobs report: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFederal Reserve decision, October jobs report: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p>\n\n<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRSR":"Corsair Gaming, Inc.",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","APO":"阿波罗全球管理","EL":"雅诗兰黛","RL":"拉夫劳伦","ATVI":"动视暴雪",".DJI":"道琼斯","PFE":"辉瑞","BLMN":"Bloomin' Brands","COP":"康菲石油","CLX":"高乐氏","UBER":"优步"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"APO":0.9,"ATVI":0.9,"BLMN":0.9,"CLX":0.9,"COP":0.9,"CRSR":0.9,"EL":0.9,"PFE":0.9,"RL":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862770863,"gmtCreate":1632919952725,"gmtModify":1632919977786,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862770863","repostId":"1144324950","repostType":4,"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860195780,"gmtCreate":1632144427540,"gmtModify":1632802566751,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Cui","listText":"Cui","text":"Cui","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/860195780","repostId":"1130418583","repostType":4,"repost":{"id":"1130418583","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":1632138209,"share":"https://www.laohu8.com/m/news/1130418583?lang=&edition=full","pubTime":"2021-09-20 19:43","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1130418583","media":"Tiger Newspress","summary":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as inve","content":"<p>(Sept 20)&nbsp;U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p>\n<p>At 07:47 a.m. ET,&nbsp;Dow futures sank by more than 600 points, or 1.79%, in early trading. S&amp;P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p>\n<p><img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket</b></p>\n<p>1)&nbsp;China Evergrande Group—&nbsp;Chinese property giant&nbsp;Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets.&nbsp;The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p>\n<p><b>2)&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p>\n<p><b>3)&nbsp;<a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&amp;P Oil &amp; Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p>\n<p><b>4)&nbsp;<a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p>\n<p>5)&nbsp;JPMorgan,&nbsp;Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p>\n<p><b>7)&nbsp;<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p>\n<p>Some investors believe this is just normal market action that can occur in September.</p>\n<p>“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p>\n<p>Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p>\n<p>Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Monday\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\">2021-09-20 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 20)&nbsp;U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p>\n<p>At 07:47 a.m. ET,&nbsp;Dow futures sank by more than 600 points, or 1.79%, in early trading. S&amp;P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p>\n<p><img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket</b></p>\n<p>1)&nbsp;China Evergrande Group—&nbsp;Chinese property giant&nbsp;Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets.&nbsp;The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p>\n<p><b>2)&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p>\n<p><b>3)&nbsp;<a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&amp;P Oil &amp; Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p>\n<p><b>4)&nbsp;<a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p>\n<p>5)&nbsp;JPMorgan,&nbsp;Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p>\n<p><b>7)&nbsp;<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p>\n<p>Some investors believe this is just normal market action that can occur in September.</p>\n<p>“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p>\n<p>Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p>\n<p>Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130418583","content_text":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.\nAt 07:47 a.m. ET, Dow futures sank by more than 600 points, or 1.79%, in early trading. S&P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.\n\nStocks making the biggest moves premarket\n1) China Evergrande Group— Chinese property giant Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets. The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.\n2) Pfizer — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.\n3) Laredo ,Occidental — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&P Oil & Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.\n4) Colgate-Palmolive — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.\n5) JPMorgan, Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.\n6) AstraZeneca Plc — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.\n7) ARK Innovation ETF — Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.\nSome investors believe this is just normal market action that can occur in September.\n“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.\nOther risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.\nMost commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150576791,"gmtCreate":1624923311813,"gmtModify":1633947071677,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150576791","repostId":"2147837316","repostType":4,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":861328370,"gmtCreate":1632460185590,"gmtModify":1632464960943,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861328370","repostId":"2169240695","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872863252,"gmtCreate":1637476532294,"gmtModify":1637476532401,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872863252","repostId":"1156888846","repostType":4,"repost":{"id":"1156888846","kind":"news","pubTimestamp":1637465976,"share":"https://www.laohu8.com/m/news/1156888846?lang=&edition=full","pubTime":"2021-11-21 11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<div>\n<p>Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on...</p>\n\n<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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 Ford Is Terminating Its Joint EV Development Plan With Rivian?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Ford Is Terminating Its Joint EV Development Plan With Rivian?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on...</p>\n\n<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.","news_type":1,"symbols_score_info":{"F":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822721877,"gmtCreate":1634172488206,"gmtModify":1634172488284,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822721877","repostId":"2175164396","repostType":4,"repost":{"id":"2175164396","kind":"news","pubTimestamp":1634166327,"share":"https://www.laohu8.com/m/news/2175164396?lang=&edition=full","pubTime":"2021-10-14 07:05","market":"us","language":"en","title":"S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164396","media":"The Straits Times","summary":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shar","content":"<div>\n<p>NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Nasdaq rise with growth stocks; JPMorgan a drag\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF","JPM":"摩根大通","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","OEX":"标普100","UPRO":"三倍做多标普500ETF"},"source_url":"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175164396","content_text":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank shares and weighed on the market.\nThe S&P 500 briefly added to gains following the release of minutes from the September Federal Reserve policy meeting.\nUS central bankers signalled they could start reducing crisis-era support for the economy in mid-November, though they remained divided over how much of a threat high inflation poses and how soon they may need to raise interest rates, the minutes showed.\nEarlier, a Labour Department report showed consumer prices increased solidly in September, further strengthening the case for a Fed interest-rate hike.\nShares of JPMorgan Chase & Co fell 2.6% even though JPMorgan's third-quarter earnings beat expectations, helped by global dealmaking boom and release of more loan loss reserves.\nThe stock declined along with the other bank shares and was among the biggest drags on the S&P 500 and Dow, which ended flat.\nThe S&P 500 bank index was down 1.3%, with longer-dated Treasury yields down on the day. The day's corporate results kicked off third-quarter earnings for S&P 500 companies.\n\"My hope is that as we work our way through earnings season, that the forward-looking guidance will be good enough that we'll close the year higher. But right now the market is in a show-me phase,\" said Jim Awad, senior managing director at Clearstead Advisors LLC in New York.\nMega-caps growth names including Amazon.com Inc, Google-parent Alphabet and Microsoft Corp all rose.\nThe Dow Jones Industrial Average fell 0.53 points to 34,377.81, the S&P 500 gained 13.15 points, or 0.30%, to 4,363.8 and the Nasdaq Composite added 105.71 points, or 0.73%, to 14,571.64.\nBlackRock Inc gained 3.8% after the world's largest money manager beat quarterly profit estimates as an improving economy helped boost its assets under management, driving up fee income.\nAlso in earnings, Delta Air Lines fell 5.8% after the company reported its first quarterly profit without federal aid since the coronavirus pandemic, but warned of a pre-tax loss for the fourth quarter due to a sharp rise in fuel prices.\nAnalysts expect corporate America to report strong profit growth in the third quarter but investor worries have been mounting over how supply chain problems, labour shortages and higher energy prices might affect businesses emerging from the pandemic.\nBank of America, Citigroup, Wells Fargo and Morgan Stanley will report results on Thursday, while Goldman Sachs is due to report on Friday.\nAmong other movers, Apple Inc dipped 0.4% after a report said the iPhone marker was planning to cut production of its iPhone 13.0 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.39-to-1 ratio favored advancers.\nThe S&P 500 posted 8 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 47 new highs and 56 new lows.\nVolume on U.S. exchanges was 9.31 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".SPX":0.9,"ESmain":0.9,"NQmain":0.9,"IVV":0.9,"JPM":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SSO":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879142001,"gmtCreate":1636695387710,"gmtModify":1636695614650,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879142001","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828707350,"gmtCreate":1633942207426,"gmtModify":1633942228132,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828707350","repostId":"2174971913","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820005022,"gmtCreate":1633320893033,"gmtModify":1633320893236,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820005022","repostId":"2172965469","repostType":4,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876974496,"gmtCreate":1637254481423,"gmtModify":1637254481493,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876974496","repostId":"1173100100","repostType":4,"repost":{"id":"1173100100","kind":"news","pubTimestamp":1637249733,"share":"https://www.laohu8.com/m/news/1173100100?lang=&edition=full","pubTime":"2021-11-18 23:35","market":"us","language":"en","title":"Apple Stock: Record Level Is Around the Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1173100100","media":"TheStreet","summary":"Apple stock had a strong day of performance on November 17, and is now $3 per share away from the pe","content":"<p>Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.</p>\n<p>On Wednesday, November 17, Apple stock&nbsp;climbed nearly 2% to end the trading session valued at about $154 per share, backed by the heaviest trading volume of the month so far. This is the highest that the stock has reached since early September 2021, when the current all-time high of $156.46 was set.</p>\n<p>Below are a few factors that may be driving bullishness, and what AAPL investors should expect of the stock next.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/093d1adcfe3c452520b68115237e874d\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>The iPhone</span></p>\n<p><b>Why so bullish?</b></p>\n<p>Apple stock's 1.7% climb on Wednesday was much better than the return of the S&amp;P 500, at a modest loss of 0.3%. Interestingly enough, despite AAPL's strong performance, it was not easy to pinpoint one single cause for the outsized single-day gain.</p>\n<p>Maybe the company's&nbsp;announcement&nbsp;of the Self Service Repair program, to be launched in 2022, had something to do with it. By effectively outsourcing simple services to users, Apple might be able to simplify its service and cost structure.</p>\n<p>However, I doubt that this piece of news alone was responsible for creating $40 billion in market value. Instead, I bet that bullishness has been merely a reflection of recent skepticism over the company's ability to perform in the near term phasing out.</p>\n<p>I have recently talked about two sell-side reports that support the bull thesis on Apple shares. Wedbush has&nbsp;just called for the best holiday season&nbsp;in the history of the iPhone, with the segment possibly delivering over $70 billion in revenues in only about three months.</p>\n<p>Just a day earlier,Morgan Stanley put Apple at the center&nbsp;of the metaverse opportunity. According to the research shop, the real catalyst in this important growth story \"comes if or when Apple enters the space\".</p>\n<p><b>What to expect of AAPL</b></p>\n<p>The Apple Maven remains bullish on Apple stock. With valuations having dipped since reaching a 12-month high in early September, shares have become&nbsp;more affordable than some believe them to be.</p>\n<p>That said, and as the all-time high lurks around the corner, investors should set the right expectations. Near peaks, AAPL tends to suffer less from volatility. However, forward one-year returns also tend to be lower than when&nbsp;the stock is bought after a sharp selloff.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Record Level Is Around the Corner</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: Record Level Is Around the Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.\nOn Wednesday, November 17, Apple stock climbed ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173100100","content_text":"Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.\nOn Wednesday, November 17, Apple stock climbed nearly 2% to end the trading session valued at about $154 per share, backed by the heaviest trading volume of the month so far. This is the highest that the stock has reached since early September 2021, when the current all-time high of $156.46 was set.\nBelow are a few factors that may be driving bullishness, and what AAPL investors should expect of the stock next.\nThe iPhone\nWhy so bullish?\nApple stock's 1.7% climb on Wednesday was much better than the return of the S&P 500, at a modest loss of 0.3%. Interestingly enough, despite AAPL's strong performance, it was not easy to pinpoint one single cause for the outsized single-day gain.\nMaybe the company's announcement of the Self Service Repair program, to be launched in 2022, had something to do with it. By effectively outsourcing simple services to users, Apple might be able to simplify its service and cost structure.\nHowever, I doubt that this piece of news alone was responsible for creating $40 billion in market value. Instead, I bet that bullishness has been merely a reflection of recent skepticism over the company's ability to perform in the near term phasing out.\nI have recently talked about two sell-side reports that support the bull thesis on Apple shares. Wedbush has just called for the best holiday season in the history of the iPhone, with the segment possibly delivering over $70 billion in revenues in only about three months.\nJust a day earlier,Morgan Stanley put Apple at the center of the metaverse opportunity. According to the research shop, the real catalyst in this important growth story \"comes if or when Apple enters the space\".\nWhat to expect of AAPL\nThe Apple Maven remains bullish on Apple stock. With valuations having dipped since reaching a 12-month high in early September, shares have become more affordable than some believe them to be.\nThat said, and as the all-time high lurks around the corner, investors should set the right expectations. Near peaks, AAPL tends to suffer less from volatility. However, forward one-year returns also tend to be lower than when the stock is bought after a sharp selloff.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840308816,"gmtCreate":1635583128496,"gmtModify":1635583128562,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840308816","repostId":"1160516340","repostType":4,"repost":{"id":"1160516340","kind":"news","pubTimestamp":1635576015,"share":"https://www.laohu8.com/m/news/1160516340?lang=&edition=full","pubTime":"2021-10-30 14:40","market":"us","language":"en","title":"5 Stocks For Halloween: Will They Be Tricks Or Treats?","url":"https://stock-news.laohu8.com/highlight/detail?id=1160516340","media":"Benzinga","summary":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the ","content":"<div>\n<p>Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a ...</p>\n\n<a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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>5 Stocks For Halloween: Will They Be Tricks Or Treats?</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\">\n5 Stocks For Halloween: Will They Be Tricks Or Treats?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 14:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a ...</p>\n\n<a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHCO":"City Holding Company","TR":"Tootsie Roll Industries Inc","HSY":"好时","JAKK":"杰克仕太平洋","AMCX":"AMC网络公司"},"source_url":"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160516340","content_text":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a look at what the data is pointing to for 2021 Halloween spending and five stocks to keep on the radar that could turn in strong quarters that include the holiday.\nHalloween Sales Expectations:Consumers feel more comfortable resuming normal Halloween activities according to theNational Retail Federation.\n“This year, two-thirds (65%) of consumers plan to celebrate one of America’s favorite holidays, up from 58% in 2020,” NRF said.\nThe NRF sees consumers spending an average of $102.74 this year on Halloween, which would be the first time the figure has hit triple digits. Estimates last year were for spending of $92.12 by each consumer.\nResearch points to candy and costumes as big winners by the return of Halloween activities along with decorations. Spending on decorations is expected to hit $3.3 billion, an all-time high.\nIs Coca-Cola's Stock Overvalued OrUndervalued?\nHalloween 2021 will also see a higher number of people without kids celebrating than in 2020. Estimates call for 55% of homes without children to celebrate, compared to 49% in 2020. The figure falls in line with pre-pandemic levels of anticipated adult costume spending.\nTootsie Roll:Candy companyTootsie Roll Industries Inc\nTR-0.47%is a popular option for anyone handing out candy to trick or treaters. If you’ve ever gone trick or treating, chances are you got a ton of tootsie rolls, given their lower cost for anyone buying for a large number of visitors.\nThe companyreportedthird-quarter sales of $183.1 million, up 17% year-over-year. The company saw a dip in fourth-quarter revenue last year compared to the prior year. Look for Tootsie Roll to see a rebound in the fourth quarter.\nHershey:The Hershey Co\nHSY-2.28%has diversified its products to include several snack brands, but candy remains the big revenue driver. The company owns many of the popular brands that will be sought out by trick or treaters. Hershey’sthird-quarterrevenue of $2.4 billion was the highest it has seen in years on a quarterly basis.\n“Consumer demand for our brands has remained robust,” Hershey Company CEOMichele Bucksaid. The company raised full-year sales guidance and a strong Halloween could help meet or exceed the updated expectations.\nJakks Pacific:Toy companyJakks Pacific Inc\nJAKK-4.38%finds itself on the Halloween list thanks to its ownership of Disguise, the world’s leading costume design and manufacturing company. With more adults dressing up and a return of trick or treat activities, the company could be in for a strong quarter.\nThe company’sthird-quarterrevenue was $237 million, which included $64 million in revenue for the costumes segment. Costume sales were up 16.4% year-over-year and the fourth quarter could continue that trend. Jakks Pacific had revenue of $128.3 million in the fourth quarter last year, a decline from the prior year. Last year’s fourth quarter featured a 91% year-over-year increase in costumes segment revenue. The third and fourth quarters are the company’s two biggest quarters for revenue.\nParty City:Retailer$Party City Holdco(PRTY)$ Inc\nPRTY+2.97%could be a popular destination for Halloween costumes and decorations. The company ended thesecond quarterwith 749 locations and is also a provider of third-party products to other retailers.\nSecond-quarter revenue was up 110% year-over-year for the company.\n“We saw sequential acceleration of the business as the economy opened up and restrictions subsided, driving increased consumer ability to celebrate,” Party City CEOBrad Westonsaid. The company will report third-quarter earnings on Nov. 9, which could provide a better look at how the Halloween shopping looked.\nAMC Networks:Media companyAMC Networks\nAMCX-2.04%finds itself on the Halloween stock list thanks to its ownership of “The Walking Dead” franchise, horror film programming and as owner of horror focused streaming platform Shudder. AMC isairing“FearFest” from Oct. 1 through Oct. 31 on its namesake AMC and AMC+ channels, which could turn into a subscriber boosting event.\n“The Walking Dead” returned to the network with its final season beginning Oct. 10, which could be another October event to watch. Shudder, which is the largest horror focused streaming platform, is available for $4.75 a month on major streaming platforms. The platformhitone million subscribers in 2020. Pizza Hut, aYum Brands Inc\nYUM-0.75%company,partneredwith Shudder to offer a promotion for 30 days free.","news_type":1,"symbols_score_info":{"AMCX":0.9,"CHCO":0.9,"HSY":0.9,"JAKK":0.9,"TR":0.9}},"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851675815,"gmtCreate":1634908782594,"gmtModify":1634908957212,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851675815","repostId":"1145512728","repostType":4,"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823302188,"gmtCreate":1633578012738,"gmtModify":1633578012976,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823302188","repostId":"1146744889","repostType":4,"repost":{"id":"1146744889","kind":"news","pubTimestamp":1633577132,"share":"https://www.laohu8.com/m/news/1146744889?lang=&edition=full","pubTime":"2021-10-07 11:25","market":"us","language":"en","title":"Intel Vs. AMD: Competitive Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=1146744889","media":"Seeking Alpha","summary":"Summary\n\nThis is a (very) long look into the competitive positioning between Intel and AMD, on the C","content":"<p><b>Summary</b></p>\n<ul>\n <li>This is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.</li>\n <li>It covers the desktop, laptop and server segments.</li>\n <li>There are changes happening, and more will be coming, to this competitive positioning.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad7be89aa0540e7ed8c51debe3aa0392\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Vedat OGUZCAN/iStock via Getty Images</span></p>\n<p>This article will cover the present, and near-term (up to more than two years out), competitive prospects between Advanced Micro Devices(NASDAQ:AMD)and Intel(NASDAQ:INTC)on the CPU market. Namely, on its three main segments: desktop, laptop and server.</p>\n<p>The article was built through the careful aggregation of information from dozens of sources, taking into account the most credible reports backed by the most recent benchmarks and statements from Intel and AMD.</p>\n<p><b>The Context</b></p>\n<p>AMD has sprang a surprise. Since the first Zen 3-based chips reached the market, AMD has built up a significant advantage over Intel. This happened in the:</p>\n<ul>\n <li>Desktop segment, where Zen 3 chips got to achieve equivalent single-threaded performance, while besting Intel on multithreaded performance due to much higher core counts.</li>\n <li>Laptop segment, though to a lesser extent, mostly on the strength of its multithreaded performance as well.</li>\n <li>Server, with its EPYC CPUs, on account of very competitive multithreaded abilities as a result of much higher core counts, as well as better performance / energy consumption metrics. Moreover, since Intel had been unchallenged in the server space for so long, AMD found it easy to price its CPUs at much better price / performance and TCO (Total Cost of Ownership) / performance ratios.</li>\n</ul>\n<p>AMD achieved this incredible feat through three developments:</p>\n<ul>\n <li>It finally built a competitive CPU architecture, enabling it to level the field in terms of IPC (Instructions Per Cycle).</li>\n <li>It got access to a process advantage due to using an external supplier, TSMC(NYSE:TSM). TSMC surpassed Intel's process abilities, and with Intel fabricating its chips internally, this created a semi-permanent disadvantage for Intel CPUs. This happened on account of many Intel missteps and delays advancing its process technology.</li>\n <li>And AMD's bet on a MCM (Multi-Chip Module) architecture, which enabled it to divide a monolithic CPU die (which is expensive to manufacture due to manufacturing yields being lower for larger dies) into many small, less expensive dies. This brought down the cost of the chip and allowed AMD to sell chips with many more cores than Intel's at similar price points.</li>\n</ul>\n<p>Intel took a long time to respond to AMD’s challenge, giving AMD the possibility of catching and surpassing Intel.</p>\n<p>Things move slowly when it comes to designing chips or evolving chipmaking processes, so the initial reaction would always have to be slow. In the meantime, AMD has been slowly but surely eroding Intel’s market position, including on the very profitable server market. Any increase in AMD competitivity would lead to this, since Intel started from very high market shares on account of AMD’s prior near-absolute lack of competitiveness.</p>\n<p>This is the starting point for my analysis today. At this point in time, AMD has been beating Intel like a redheaded stepchild across the market (by gaining market share), though slower on servers and laptops.</p>\n<p>Servers are a conservative market and move slower, while on laptops Intel’s 11thgeneration chips still managed to keep AMD somewhat at bay due to a large GPU performance gain while keeping decent performance on the CPU side.</p>\n<p>Anyway, let’s check how things are set to evolve over the next 2-3 years.</p>\n<p><b>DesktopPresent</b></p>\n<p>In terms of desktop CPUs, currently the battle is fought between Intel’s 11thgeneration and AMD’s Ryzen 5000 series. Intel has a small lead in single threaded performance, but AMD has a very large lead on multitasking performance, due to AMD fielding CPUs with a higher core number. For instance, at the top of the range, AMD’s Ryzen 5950x has 16 cores 32 threads) to Intel’s 11900K 8 (16 threads).</p>\n<p>Intel’s single threaded performance cannot compensate for the smaller number of cores, so presently AMD’s desktop offerings are more competitive.</p>\n<p><b>Next Month</b></p>\n<p>The first shot on the renewed Intel/AMD war will be fired by Intel next month. That’s when Intel’s 12thgeneration, Alder Lake, will launch. This generation has one particularity: it will be the first time the x86 world will see the arrival of a big.little architecture.</p>\n<p>In the case of Alder Lake, Intel will provide CPUs with up to 8 performance cores and another 8 efficiency cores. The performance cores have hyperthreading (two threads per core), the efficiency cores do not, hence, this 16-core CPU can run 24 threads, versus 32 on a top-of-the-line Ryzen. The top of the Intel Alder Lake line will be the i9-12900K CPU.</p>\n<p>This chip will represent a huge step for Intel. From early tests, the 12900K is showing up to 2x higher performance in multitasking, when compared to the 11900K.</p>\n<p>The jump in multitasking performance comes from two sources:</p>\n<ul>\n <li>The small efficiency cores are actually quite performant. They perform&nbsp;above the level of an SkyLake core&nbsp;(thus, at slightly less than 1/2 the performance on the new Performance cores), but do so while demanding significantly less power. Hence, although they are efficiency cores, they can still provide significant computing capacity which impacts the overall multitasking ability of the chip. Roughly, about 33% of the chip’s multitasking power can come from these cores.</li>\n <li>Alder Lake also represents a large IPC jump, due to it using entirely new and much wider Performance core. This IPC gain is on the order of 19-20%, and a larger overall gain still might come from higher frequencies on top.</li>\n</ul>\n<p><b>Efficiency Cores</b></p>\n<p>One of the big surprises with Intel’s Alder Lake generation, is the performance the E-Cores (Efficiency Cores, Gracemont) are said to attain. These cores, schematically, seem to occupy 1/4ththe area taken by the new Golden Cove P-Cores (Performance Cores). Yet, in Intel’s&nbsp;Architecture Day 2021 presentation, these cores are able to attain levels of performance over those hit by SkyLake cores.</p>\n<p>Notice the relative sizes:</p>\n<p><img src=\"https://static.tigerbbs.com/404ab04fb76822e023833b08316cccec\" tg-width=\"640\" tg-height=\"352\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/97305d665518f38620f00eedc89841f7\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"></p>\n<p>And notice the power/performance charts vs SkyLake</p>\n<p><img src=\"https://static.tigerbbs.com/4e65c15620b40f9cb4e5282a096bc8b4\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"></p>\n<p>The 80% performance jump doesn’t mean the core is 80% faster on single-threaded jobs. This is a multithreaded comparison, with four single-threaded efficiency cores vs twohyperthreadedSkyLake cores. For single-threaded performance:</p>\n<p><img src=\"https://static.tigerbbs.com/714ffd1802677273d9b059fd270334c6\" tg-width=\"640\" tg-height=\"342\" width=\"100%\" height=\"auto\"></p>\n<p><b>Performance Cores</b></p>\n<p>At the same time, Intel’s big cores have made a large jump in performance. This jump is cumulative with what happened with Rocket Lake, and thus it has been enough to propel Intel well ahead of AMD’s current offerings when it comes to single threaded performance (~25%+).</p>\n<p>The performance jump on the Performance cores, together with actually performant efficiency cores, also means that Alder Lake is able to match AMD's multithreaded performance even though it can only process 24 threads (16 threads on the 8 Performance cores, 8 threads on efficiency cores) vs AMD's 32 (on high-end chips).</p>\n<p>This performance jump by Intel arguably will put Intel at an advantage in the desktop market next month, as soon as Alder Lake launches.</p>\n<p><b>Q1 2022</b></p>\n<p>In Q1 2022, AMD’s 6000 series (Warhol) arrives. It will still be based on the Zen 3 architecture, and promises small (up to 5%) IPC gains, plus gains in other areas including frequency, aggregating to a~9% performance gain.</p>\n<p>This will clearly fall short of what Alder Lake is showing now, though it can create a small advantage on multithreaded uses. The desktop core count will remain at 16 cores, hence there’s no large leapfrogging of Intel’s effort.</p>\n<p>As a result, even with the AMD 6000 series shipping, Intel will likely retain the desktop performance crown.</p>\n<p><b>Q3 2022</b></p>\n<p>Come Q3 2022, Intel will likely release its 13thgeneration CPU family, Raptor Lake. This will be a refresh of Alder Lake, with minor IPC and memory improvements. The IPC and performance gains on this generation will likely mirror those attained by AMD on its AMD 6000 series.</p>\n<p>However, Intel will add another 8 efficiency cores to Raptor Lake on its high-end chip, upping the core count to 24 and the thread count to 32. What this means is:</p>\n<ul>\n <li>Given the estimated contribution by the efficiency cores to Alder Lake’s multithreaded performance (~33%) and 8 additional efficiency cores (doubles their count), these additional cores can thus add a further 33% multithreaded improvement;</li>\n <li>And there will also be some single-threaded performance improvements.</li>\n</ul>\n<p>This seems enough to put the 13900K CPU ahead of the high-end Ryzen 6000 CPU even on multithreaded scenarios. Thus, Raptor Lake will solidify Intel’s position at the top of the desktop market.</p>\n<p><b>Q4 2022</b></p>\n<p>AMD is set to launch the Zen 4-based Ryzen 7000 series (Raphael) at this time, likely close to year-end.</p>\n<p>It’s hard to estimate how large the performance uplift will be, though it seems&nbsp;up to 29% IPC&nbsp;and 40%-45% overall performance gains over the current generation (Zen 3) might be attainable. The core count for Desktop chips will remain at 16 cores (32 threads). Zen 4 will be built on a new TSMC process node.</p>\n<p>These are very significant gains. If they’re realized, they are probably enough to put Zen 4 slightly ahead of Intel’s Raptor Lake, or match it.</p>\n<p>In my view, even if an advantage is gained, it will likely be small (given the large jump achieved by Alder Lake, and then reinforced by Raptor Lake). Hence, at this point – Q4 2022 -- things will be too close to call on the Desktop market.</p>\n<p><b>Q2 2023</b></p>\n<p>Intel will launch Meteor Lake. This is an entirely new architecture on a new process node (Intel 4). Although there are no performance numbers at this point, a new architecture together with a new process node is bound to produce a large IPC gain. On top of this, Meteor Lake will also be a truly MCM design, allowing Intel to more easily ramp up the core count, which will favor multithreaded performance.</p>\n<p>Hence, when Meteor Lake is launched, Intel is highly likely to put itself firmly ahead of Zen 4 CPUs in the desktop market. AMD’s answer will only come much later, in the form of Zen 5. At this point, it’s possible that Intel will have gained, and will keep, the performance leadership for a longer time.</p>\n<p><b>LaptopPresent</b></p>\n<p>Currently, the laptop battle is fought between Intel’s Tiger Lake-H and -U families and AMD’s Ryzen 5000 H and U series.</p>\n<p>Intel and AMD are well matched in the H segment, with single-threaded and multithreaded performance broadly similar between the two.</p>\n<p>On the U segment, Intel provides a lower core count at the top (4 vs 8), which gives AMD a performance lead on multithreaded tasks. However, Intel then has a large lead on single-threaded performance, as well as a large lead on GPU performance.</p>\n<p>Given the above, I’ve considered that it’s too close to call this segment right now.</p>\n<p><b>Q1 2022</b></p>\n<p>During Q1 2023, Intel will launch new CPUs for the laptop market (H and U families) based on its very performant Alder Lake generation (as we saw from the desktop segment).</p>\n<p>These CPUs will go up to 6+8 cores (14 cores, 20 threads, H family) and 2+8 cores (10 cores, 12 threads, U family), which will represent a large increase in core and thread counts from the present Tiger Lake generation (H goes from 8 to 14 cores, 16 to 20 threads; U goes from 4 to 10 cores, 8 to 12 threads). Simultaneously, the Performance cores will have a 20% IPC uplift (and likely a larger overall performance gain).</p>\n<p>Hence, compute performance will be substantially increased, putting it well ahead of the existing AMD Ryzen 5000 series. However, the maximum EU (Execution Unit) count on the Alder Lake mobile CPUs remains capped at 96 EUs. Moreover, it seems these EUs will be based on the same GPU generation as the existing Tiger Lake GPUs. Hence, GPU performance will likely not increase a lot.</p>\n<p>At about the same time, AMD will launch Ryzen 6000 APUs (Rembrandt), which will somewhat improve overall performance (~9%). But most importantly, AMD will mate these APUs with an entirely new GPU generation based on its RDNA 2 technology. This change will bring extreme GPU performance increases because the prior APUs were still based on AMD’s outdated and outclassed Vega technology. The performance increases will likely exceed 100%, and will put AMD’s mobile offerings well ahead of Intel’s when it comes to GPU performance.</p>\n<p>Hence, as of Q1 2022 Intel will likely get the mobile CPU performance crown, but AMD will take away the integrated mobile GPU performance crown from Intel. As a result, I think the battle between these two products will be too close to call and will depend on each customer’s priorities.</p>\n<p><b>Q3 2022</b></p>\n<p>Intel’s mobile range will be refreshed with the launch of its 13thgeneration Raptor Lake CPUs. These will bring small CPU performance gains, which will build on the gains it attained with Alder Lake.</p>\n<p>However, the big news with the mobile Raptor Lake CPUs is that they’ll switch the GPU technology, going from Intel LP GPUs to Intel HPG GPUs. Moreover, the maximum number of EUs will be increased from 96 to 192 (doubled).</p>\n<p>This is a significant change. Intel’s HPG EUs are supposed to bring a 50% performance uplift (on the same power budget), and the doubling of the maximum EUs will bring another 100% performance uplift. Conceivably, the maximum GPU performance on Raptor Cove high-end mobile CPUs might increase as much as 200%, though Intel might sacrifice some of the potential improvement for energy saving reasons.</p>\n<p><img src=\"https://static.tigerbbs.com/799bea21a599b46badc1d99a507745ec\" tg-width=\"640\" tg-height=\"351\" width=\"100%\" height=\"auto\"></p>\n<p>When this is realized, Intel will attain performance superiority both on the CPU and GPU side in its mobile offerings. Hence, Intel will be at a clear advantage on the laptop market from Q3 2022 onwards.</p>\n<p><b>Q1 2023</b></p>\n<p>Q1 2023 marks the likely arrival of Zen 4-based laptop CPUs from AMD. These will likely enable AMD to regain the upper hand on CPU multitasking performance, and possibly level things on the single-threaded performance side. It remains to be seen what will happen at the GPU level.</p>\n<p>In my view, like on the desktop side, AMD will regain the upper hand if the GPU side manages to surpass Intel’s big jump from using its HPG GPUs. Still, for me right now this segment will be too close to call once Zen 4 arrives.</p>\n<p><b>Q2 2023</b></p>\n<p>In Q2 2023, Intel will likely start shipping its Meteor Lake 14thgeneration mobile CPUs. Meteor Lake is both a new architecture and it will be built on a new process node. Additionally, Meteor Lake will be Intel’s first truly MCM design of the modern era.</p>\n<p>As a result of so many performance-enhancing developments, Meteor Lake is likely to bring significant performance gains (15-20% or more, depending on Intel choices), both on multitasking and single-threaded scenarios. Since Meteor Lake will arrive when things are more or less balanced between Intel and AMD, this will immediately push Intel towards a clear leadership in the laptop segment.</p>\n<p><b>ServerPresent</b></p>\n<p>Presently, Intel’s Xeon Scalable 3rdGen tops out at 40 cores, while AMD’s EPYC Milan CPUs go all the way to 64 cores.</p>\n<p>This large difference in number of cores means the Xeon is not very competitive in tasks involving maximum throughput. Cloud offerings often require high utilization rates, and thus the higher core count gives superiority to AMD and offers it a way to gain market share, which AMD has been taking advantage of.</p>\n<p><b>Q2 2022</b></p>\n<p>Around Q2 2022, Intel will launch its Sapphire Rapids Xeons. These will benefit from:</p>\n<ul>\n <li>An early multi-die effort, allowing Intel to increase the core count to at least 56 cores. The CPU cores will be spread out in up to four dies, with 14 cores active in each (maybe more in the future).</li>\n <li>A very large jump in single-threaded performance, similar or larger than the one enjoyed by Alder Lake.</li>\n</ul>\n<p>At about the same time, though, AMD is likely to deploy its EPYC Milan-X server CPUs. The main change with these will be the use of 3D stacking to add extra cache on top of the execution units, making for much larger CPU caches. This will provide a performance improvement which will vary a lot across workloads (those more reliant on cache might benefit significantly, others not so much).</p>\n<p>Without the launch of AMD’s EPYC Milan-X, it would seem that the single- and multi-threaded performance afforded by the use of improved Alder Lake-derived cores (Golden Cove), along with a better (not as punishing, performance-wise) multi-die approach, would allow Sapphire Rapids to surpass AMD’s EPYC Milan. This would happen with Sapphire Rapids matching or beating EPYC Milan’s multitasking abilities, while also enjoying a significant single-threaded performance advantage.</p>\n<p>However, with the launch of EPYC Milan-X, I consider the situation too close to call, on account of Sapphire Rapids’ lower core count, along with some improvement in Milan’s overall performance.</p>\n<p>Still, on the server side, Intel being on equal terms with AMD is actually an improvement right now.</p>\n<p><b>Q4 2022</b></p>\n<p>It all changes in AMD’s favor come Q4 2022, though. That’s when AMD will launch its EPYC Genoa generation, based on Zen 4 cores.</p>\n<p>This generation will bring a new architecture, be built on a new process node and enjoy the benefits from the 3D cache stacking used on EPYC Milan-X. It will also bump the maximum number of cores to 96. This will result in:</p>\n<ul>\n <li>EPYC Genoa matching or beating Sapphire Rapids' single-threaded performance.</li>\n <li>EPYC Genoa greatly outclassing Sapphire Rapids when it comes to the all-important (for server loads) multithreaded performance (96 vs 56 cores).</li>\n</ul>\n<p>On account of this, AMD will again regain the upper hand in the server market.</p>\n<p><b>Q1 2023</b></p>\n<p>On Q1 2023, Intel will likely field a refresh of the Sapphire Rapids generation, code named Emerald Rapids. This generation will bring the benefits from the Raptor Lake desktop refresh to the server side. It will also bump the maximum number of cores to 64 from 56.</p>\n<p>Still, the advantage gained by the Zen 4-based EPYC Genoa seems large enough that Emerald Rapids won’t be enough to counter it. Emerald Rapids might get close on single-threaded use cases, but it will still remain far away in terms of multithreaded use cases – the most important for server CPUs most often handling virtualized workloads. Basically, the “number of cores” advantage enjoyed by EPYC Genoa will be unsurmountable by this iterative Intel effort.</p>\n<p>AMD will keep its advantage in the server space, and will thus continue to chip away at Intel’s market share throughout this period.</p>\n<p><b>Q3 2023</b></p>\n<p>At this point, on the server side, there will be a truly significant event. Intel will bring its Granite Rapids server CPU generation to the market.</p>\n<p><img src=\"https://static.tigerbbs.com/f7c77d5b18968ad5fdc85e0aff296903\" tg-width=\"1280\" tg-height=\"502\" width=\"100%\" height=\"auto\"></p>\n<p>This generation enjoys benefits similar to those enjoyed by Meteor Lake on the desktop side, but to an even larger extent. Namely, this generation is set to bump the number of cores to 120, spread across two 60-core dies. This is significant in several ways:</p>\n<ul>\n <li>These cores, on a standalone basis, will likely beat Zen 4 cores by a wide single-threaded margin. This is so because at the starting point Zen 4 will be roughly matched to the previous Intel cores (Raptor Cove on Raptor Lake). Meteor Lake (and Granite Rapids), however, will be built with a new core architecture (Redwood Cove) and on a new process step. Thus, the performance gains are likely to be significant on a single-threaded basis.</li>\n <li>By putting 120 cores on a single server CPU, Intel will for the first time in a long while, be having more cores per CPU than AMD. With each core being more powerful, this already ensures a significantly higher multithreaded performance.</li>\n <li>But worse still, since the core dies are much larger on Intel’s Granite Rapids (two dies, 60 cores each) than on AMD’s EPYC Genoa (12 CCDs with 8 cores each), this will lead to another performance benefit for Granite Rapids: The latencies between its cores will be much lower, leading to a large relative performance gain (other things being equal).</li>\n</ul>\n<p>From these effects, it seems a certainty that Intel will regain its performance lead, both on single-threaded and multithreaded use cases, on the server segment. And Intel's advantage will, at that point, be large. This is set to happen in Q3 2023, nearly two years from now.</p>\n<p>After Granite Rapids, Intel is also promising another very large jump in performance, but this will already fall outside the timeframe for this article. AMD will also bring Zen 5, but its arrival schedule is still very uncertain.</p>\n<p><b>A Charted Summary</b></p>\n<p>The above translates into the following color-coded schematic for all the segments:</p>\n<p><img src=\"https://static.tigerbbs.com/19775dfb6f19634f9d4f428ef9b27d13\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"></p>\n<p><b>Conclusion</b></p>\n<p>Taking into account the near-term roadmaps, benchmarks, leaks and guidance, it seems Intel is on the verge of taking away the performance crown from AMD. This will happen by Intel first regaining the single-threaded crown by a visible margin, while more or less matching AMD on multitasking, followed by a period where Intel will get a lead on both counts, interrupted only briefly by AMD's Zen 4.</p>\n<p>However, perhaps in the most important market segment, servers, AMD looks to be ahead of Intel until late 2023 – mostly on account of much higher core counts. This is two years away from today, and that’s a long time for the market to look forward to. Until then, AMD might well continue to take server share away from Intel. Also, it seems possible that near-term, AMD will also increase its threat to the laptop market, due to an incoming, very large, GPU processing power improvement.</p>\n<p>Within two years, it seems likely that Intel will again regain a sustainable performance advantage over AMD across all market segments. In the near term, Alder Lake will already imply pressure on AMD’s desktop margins (for a while, AMD has been commanding premium pricing in that market, when compared to Intel). Still, one wonders if the market will look that far forward right now.</p>\n<p>AMD stock is rendered dangerous in light of these developments. Intel stock might become more attractive, since Intel also seems to be improving its process technology at a higher cadence now, and its push into the foundry business might also be favorable.</p>\n<p>However, the current situation remains hard for Intel on the server market, and thus makes an immediate long bet somewhat hard as well even if the potential is visible. Considering this, I’m leaning slightly bearish on AMD and leaning slightly bullish on Intel, but it’s hard to commit to the position fully given the short-term server headwinds for Intel and tailwinds for AMD resulting from Zen 4 expectations.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Vs. AMD: Competitive Prospects</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\">\nIntel Vs. AMD: Competitive Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458744-intel-vs-amd-competitive-prospects><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThis is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.\nIt covers the desktop, laptop and server segments.\nThere are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4458744-intel-vs-amd-competitive-prospects\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4458744-intel-vs-amd-competitive-prospects","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146744889","content_text":"Summary\n\nThis is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.\nIt covers the desktop, laptop and server segments.\nThere are changes happening, and more will be coming, to this competitive positioning.\n\nVedat OGUZCAN/iStock via Getty Images\nThis article will cover the present, and near-term (up to more than two years out), competitive prospects between Advanced Micro Devices(NASDAQ:AMD)and Intel(NASDAQ:INTC)on the CPU market. Namely, on its three main segments: desktop, laptop and server.\nThe article was built through the careful aggregation of information from dozens of sources, taking into account the most credible reports backed by the most recent benchmarks and statements from Intel and AMD.\nThe Context\nAMD has sprang a surprise. Since the first Zen 3-based chips reached the market, AMD has built up a significant advantage over Intel. This happened in the:\n\nDesktop segment, where Zen 3 chips got to achieve equivalent single-threaded performance, while besting Intel on multithreaded performance due to much higher core counts.\nLaptop segment, though to a lesser extent, mostly on the strength of its multithreaded performance as well.\nServer, with its EPYC CPUs, on account of very competitive multithreaded abilities as a result of much higher core counts, as well as better performance / energy consumption metrics. Moreover, since Intel had been unchallenged in the server space for so long, AMD found it easy to price its CPUs at much better price / performance and TCO (Total Cost of Ownership) / performance ratios.\n\nAMD achieved this incredible feat through three developments:\n\nIt finally built a competitive CPU architecture, enabling it to level the field in terms of IPC (Instructions Per Cycle).\nIt got access to a process advantage due to using an external supplier, TSMC(NYSE:TSM). TSMC surpassed Intel's process abilities, and with Intel fabricating its chips internally, this created a semi-permanent disadvantage for Intel CPUs. This happened on account of many Intel missteps and delays advancing its process technology.\nAnd AMD's bet on a MCM (Multi-Chip Module) architecture, which enabled it to divide a monolithic CPU die (which is expensive to manufacture due to manufacturing yields being lower for larger dies) into many small, less expensive dies. This brought down the cost of the chip and allowed AMD to sell chips with many more cores than Intel's at similar price points.\n\nIntel took a long time to respond to AMD’s challenge, giving AMD the possibility of catching and surpassing Intel.\nThings move slowly when it comes to designing chips or evolving chipmaking processes, so the initial reaction would always have to be slow. In the meantime, AMD has been slowly but surely eroding Intel’s market position, including on the very profitable server market. Any increase in AMD competitivity would lead to this, since Intel started from very high market shares on account of AMD’s prior near-absolute lack of competitiveness.\nThis is the starting point for my analysis today. At this point in time, AMD has been beating Intel like a redheaded stepchild across the market (by gaining market share), though slower on servers and laptops.\nServers are a conservative market and move slower, while on laptops Intel’s 11thgeneration chips still managed to keep AMD somewhat at bay due to a large GPU performance gain while keeping decent performance on the CPU side.\nAnyway, let’s check how things are set to evolve over the next 2-3 years.\nDesktopPresent\nIn terms of desktop CPUs, currently the battle is fought between Intel’s 11thgeneration and AMD’s Ryzen 5000 series. Intel has a small lead in single threaded performance, but AMD has a very large lead on multitasking performance, due to AMD fielding CPUs with a higher core number. For instance, at the top of the range, AMD’s Ryzen 5950x has 16 cores 32 threads) to Intel’s 11900K 8 (16 threads).\nIntel’s single threaded performance cannot compensate for the smaller number of cores, so presently AMD’s desktop offerings are more competitive.\nNext Month\nThe first shot on the renewed Intel/AMD war will be fired by Intel next month. That’s when Intel’s 12thgeneration, Alder Lake, will launch. This generation has one particularity: it will be the first time the x86 world will see the arrival of a big.little architecture.\nIn the case of Alder Lake, Intel will provide CPUs with up to 8 performance cores and another 8 efficiency cores. The performance cores have hyperthreading (two threads per core), the efficiency cores do not, hence, this 16-core CPU can run 24 threads, versus 32 on a top-of-the-line Ryzen. The top of the Intel Alder Lake line will be the i9-12900K CPU.\nThis chip will represent a huge step for Intel. From early tests, the 12900K is showing up to 2x higher performance in multitasking, when compared to the 11900K.\nThe jump in multitasking performance comes from two sources:\n\nThe small efficiency cores are actually quite performant. They perform above the level of an SkyLake core (thus, at slightly less than 1/2 the performance on the new Performance cores), but do so while demanding significantly less power. Hence, although they are efficiency cores, they can still provide significant computing capacity which impacts the overall multitasking ability of the chip. Roughly, about 33% of the chip’s multitasking power can come from these cores.\nAlder Lake also represents a large IPC jump, due to it using entirely new and much wider Performance core. This IPC gain is on the order of 19-20%, and a larger overall gain still might come from higher frequencies on top.\n\nEfficiency Cores\nOne of the big surprises with Intel’s Alder Lake generation, is the performance the E-Cores (Efficiency Cores, Gracemont) are said to attain. These cores, schematically, seem to occupy 1/4ththe area taken by the new Golden Cove P-Cores (Performance Cores). Yet, in Intel’s Architecture Day 2021 presentation, these cores are able to attain levels of performance over those hit by SkyLake cores.\nNotice the relative sizes:\n\nAnd notice the power/performance charts vs SkyLake\n\nThe 80% performance jump doesn’t mean the core is 80% faster on single-threaded jobs. This is a multithreaded comparison, with four single-threaded efficiency cores vs twohyperthreadedSkyLake cores. For single-threaded performance:\n\nPerformance Cores\nAt the same time, Intel’s big cores have made a large jump in performance. This jump is cumulative with what happened with Rocket Lake, and thus it has been enough to propel Intel well ahead of AMD’s current offerings when it comes to single threaded performance (~25%+).\nThe performance jump on the Performance cores, together with actually performant efficiency cores, also means that Alder Lake is able to match AMD's multithreaded performance even though it can only process 24 threads (16 threads on the 8 Performance cores, 8 threads on efficiency cores) vs AMD's 32 (on high-end chips).\nThis performance jump by Intel arguably will put Intel at an advantage in the desktop market next month, as soon as Alder Lake launches.\nQ1 2022\nIn Q1 2022, AMD’s 6000 series (Warhol) arrives. It will still be based on the Zen 3 architecture, and promises small (up to 5%) IPC gains, plus gains in other areas including frequency, aggregating to a~9% performance gain.\nThis will clearly fall short of what Alder Lake is showing now, though it can create a small advantage on multithreaded uses. The desktop core count will remain at 16 cores, hence there’s no large leapfrogging of Intel’s effort.\nAs a result, even with the AMD 6000 series shipping, Intel will likely retain the desktop performance crown.\nQ3 2022\nCome Q3 2022, Intel will likely release its 13thgeneration CPU family, Raptor Lake. This will be a refresh of Alder Lake, with minor IPC and memory improvements. The IPC and performance gains on this generation will likely mirror those attained by AMD on its AMD 6000 series.\nHowever, Intel will add another 8 efficiency cores to Raptor Lake on its high-end chip, upping the core count to 24 and the thread count to 32. What this means is:\n\nGiven the estimated contribution by the efficiency cores to Alder Lake’s multithreaded performance (~33%) and 8 additional efficiency cores (doubles their count), these additional cores can thus add a further 33% multithreaded improvement;\nAnd there will also be some single-threaded performance improvements.\n\nThis seems enough to put the 13900K CPU ahead of the high-end Ryzen 6000 CPU even on multithreaded scenarios. Thus, Raptor Lake will solidify Intel’s position at the top of the desktop market.\nQ4 2022\nAMD is set to launch the Zen 4-based Ryzen 7000 series (Raphael) at this time, likely close to year-end.\nIt’s hard to estimate how large the performance uplift will be, though it seems up to 29% IPC and 40%-45% overall performance gains over the current generation (Zen 3) might be attainable. The core count for Desktop chips will remain at 16 cores (32 threads). Zen 4 will be built on a new TSMC process node.\nThese are very significant gains. If they’re realized, they are probably enough to put Zen 4 slightly ahead of Intel’s Raptor Lake, or match it.\nIn my view, even if an advantage is gained, it will likely be small (given the large jump achieved by Alder Lake, and then reinforced by Raptor Lake). Hence, at this point – Q4 2022 -- things will be too close to call on the Desktop market.\nQ2 2023\nIntel will launch Meteor Lake. This is an entirely new architecture on a new process node (Intel 4). Although there are no performance numbers at this point, a new architecture together with a new process node is bound to produce a large IPC gain. On top of this, Meteor Lake will also be a truly MCM design, allowing Intel to more easily ramp up the core count, which will favor multithreaded performance.\nHence, when Meteor Lake is launched, Intel is highly likely to put itself firmly ahead of Zen 4 CPUs in the desktop market. AMD’s answer will only come much later, in the form of Zen 5. At this point, it’s possible that Intel will have gained, and will keep, the performance leadership for a longer time.\nLaptopPresent\nCurrently, the laptop battle is fought between Intel’s Tiger Lake-H and -U families and AMD’s Ryzen 5000 H and U series.\nIntel and AMD are well matched in the H segment, with single-threaded and multithreaded performance broadly similar between the two.\nOn the U segment, Intel provides a lower core count at the top (4 vs 8), which gives AMD a performance lead on multithreaded tasks. However, Intel then has a large lead on single-threaded performance, as well as a large lead on GPU performance.\nGiven the above, I’ve considered that it’s too close to call this segment right now.\nQ1 2022\nDuring Q1 2023, Intel will launch new CPUs for the laptop market (H and U families) based on its very performant Alder Lake generation (as we saw from the desktop segment).\nThese CPUs will go up to 6+8 cores (14 cores, 20 threads, H family) and 2+8 cores (10 cores, 12 threads, U family), which will represent a large increase in core and thread counts from the present Tiger Lake generation (H goes from 8 to 14 cores, 16 to 20 threads; U goes from 4 to 10 cores, 8 to 12 threads). Simultaneously, the Performance cores will have a 20% IPC uplift (and likely a larger overall performance gain).\nHence, compute performance will be substantially increased, putting it well ahead of the existing AMD Ryzen 5000 series. However, the maximum EU (Execution Unit) count on the Alder Lake mobile CPUs remains capped at 96 EUs. Moreover, it seems these EUs will be based on the same GPU generation as the existing Tiger Lake GPUs. Hence, GPU performance will likely not increase a lot.\nAt about the same time, AMD will launch Ryzen 6000 APUs (Rembrandt), which will somewhat improve overall performance (~9%). But most importantly, AMD will mate these APUs with an entirely new GPU generation based on its RDNA 2 technology. This change will bring extreme GPU performance increases because the prior APUs were still based on AMD’s outdated and outclassed Vega technology. The performance increases will likely exceed 100%, and will put AMD’s mobile offerings well ahead of Intel’s when it comes to GPU performance.\nHence, as of Q1 2022 Intel will likely get the mobile CPU performance crown, but AMD will take away the integrated mobile GPU performance crown from Intel. As a result, I think the battle between these two products will be too close to call and will depend on each customer’s priorities.\nQ3 2022\nIntel’s mobile range will be refreshed with the launch of its 13thgeneration Raptor Lake CPUs. These will bring small CPU performance gains, which will build on the gains it attained with Alder Lake.\nHowever, the big news with the mobile Raptor Lake CPUs is that they’ll switch the GPU technology, going from Intel LP GPUs to Intel HPG GPUs. Moreover, the maximum number of EUs will be increased from 96 to 192 (doubled).\nThis is a significant change. Intel’s HPG EUs are supposed to bring a 50% performance uplift (on the same power budget), and the doubling of the maximum EUs will bring another 100% performance uplift. Conceivably, the maximum GPU performance on Raptor Cove high-end mobile CPUs might increase as much as 200%, though Intel might sacrifice some of the potential improvement for energy saving reasons.\n\nWhen this is realized, Intel will attain performance superiority both on the CPU and GPU side in its mobile offerings. Hence, Intel will be at a clear advantage on the laptop market from Q3 2022 onwards.\nQ1 2023\nQ1 2023 marks the likely arrival of Zen 4-based laptop CPUs from AMD. These will likely enable AMD to regain the upper hand on CPU multitasking performance, and possibly level things on the single-threaded performance side. It remains to be seen what will happen at the GPU level.\nIn my view, like on the desktop side, AMD will regain the upper hand if the GPU side manages to surpass Intel’s big jump from using its HPG GPUs. Still, for me right now this segment will be too close to call once Zen 4 arrives.\nQ2 2023\nIn Q2 2023, Intel will likely start shipping its Meteor Lake 14thgeneration mobile CPUs. Meteor Lake is both a new architecture and it will be built on a new process node. Additionally, Meteor Lake will be Intel’s first truly MCM design of the modern era.\nAs a result of so many performance-enhancing developments, Meteor Lake is likely to bring significant performance gains (15-20% or more, depending on Intel choices), both on multitasking and single-threaded scenarios. Since Meteor Lake will arrive when things are more or less balanced between Intel and AMD, this will immediately push Intel towards a clear leadership in the laptop segment.\nServerPresent\nPresently, Intel’s Xeon Scalable 3rdGen tops out at 40 cores, while AMD’s EPYC Milan CPUs go all the way to 64 cores.\nThis large difference in number of cores means the Xeon is not very competitive in tasks involving maximum throughput. Cloud offerings often require high utilization rates, and thus the higher core count gives superiority to AMD and offers it a way to gain market share, which AMD has been taking advantage of.\nQ2 2022\nAround Q2 2022, Intel will launch its Sapphire Rapids Xeons. These will benefit from:\n\nAn early multi-die effort, allowing Intel to increase the core count to at least 56 cores. The CPU cores will be spread out in up to four dies, with 14 cores active in each (maybe more in the future).\nA very large jump in single-threaded performance, similar or larger than the one enjoyed by Alder Lake.\n\nAt about the same time, though, AMD is likely to deploy its EPYC Milan-X server CPUs. The main change with these will be the use of 3D stacking to add extra cache on top of the execution units, making for much larger CPU caches. This will provide a performance improvement which will vary a lot across workloads (those more reliant on cache might benefit significantly, others not so much).\nWithout the launch of AMD’s EPYC Milan-X, it would seem that the single- and multi-threaded performance afforded by the use of improved Alder Lake-derived cores (Golden Cove), along with a better (not as punishing, performance-wise) multi-die approach, would allow Sapphire Rapids to surpass AMD’s EPYC Milan. This would happen with Sapphire Rapids matching or beating EPYC Milan’s multitasking abilities, while also enjoying a significant single-threaded performance advantage.\nHowever, with the launch of EPYC Milan-X, I consider the situation too close to call, on account of Sapphire Rapids’ lower core count, along with some improvement in Milan’s overall performance.\nStill, on the server side, Intel being on equal terms with AMD is actually an improvement right now.\nQ4 2022\nIt all changes in AMD’s favor come Q4 2022, though. That’s when AMD will launch its EPYC Genoa generation, based on Zen 4 cores.\nThis generation will bring a new architecture, be built on a new process node and enjoy the benefits from the 3D cache stacking used on EPYC Milan-X. It will also bump the maximum number of cores to 96. This will result in:\n\nEPYC Genoa matching or beating Sapphire Rapids' single-threaded performance.\nEPYC Genoa greatly outclassing Sapphire Rapids when it comes to the all-important (for server loads) multithreaded performance (96 vs 56 cores).\n\nOn account of this, AMD will again regain the upper hand in the server market.\nQ1 2023\nOn Q1 2023, Intel will likely field a refresh of the Sapphire Rapids generation, code named Emerald Rapids. This generation will bring the benefits from the Raptor Lake desktop refresh to the server side. It will also bump the maximum number of cores to 64 from 56.\nStill, the advantage gained by the Zen 4-based EPYC Genoa seems large enough that Emerald Rapids won’t be enough to counter it. Emerald Rapids might get close on single-threaded use cases, but it will still remain far away in terms of multithreaded use cases – the most important for server CPUs most often handling virtualized workloads. Basically, the “number of cores” advantage enjoyed by EPYC Genoa will be unsurmountable by this iterative Intel effort.\nAMD will keep its advantage in the server space, and will thus continue to chip away at Intel’s market share throughout this period.\nQ3 2023\nAt this point, on the server side, there will be a truly significant event. Intel will bring its Granite Rapids server CPU generation to the market.\n\nThis generation enjoys benefits similar to those enjoyed by Meteor Lake on the desktop side, but to an even larger extent. Namely, this generation is set to bump the number of cores to 120, spread across two 60-core dies. This is significant in several ways:\n\nThese cores, on a standalone basis, will likely beat Zen 4 cores by a wide single-threaded margin. This is so because at the starting point Zen 4 will be roughly matched to the previous Intel cores (Raptor Cove on Raptor Lake). Meteor Lake (and Granite Rapids), however, will be built with a new core architecture (Redwood Cove) and on a new process step. Thus, the performance gains are likely to be significant on a single-threaded basis.\nBy putting 120 cores on a single server CPU, Intel will for the first time in a long while, be having more cores per CPU than AMD. With each core being more powerful, this already ensures a significantly higher multithreaded performance.\nBut worse still, since the core dies are much larger on Intel’s Granite Rapids (two dies, 60 cores each) than on AMD’s EPYC Genoa (12 CCDs with 8 cores each), this will lead to another performance benefit for Granite Rapids: The latencies between its cores will be much lower, leading to a large relative performance gain (other things being equal).\n\nFrom these effects, it seems a certainty that Intel will regain its performance lead, both on single-threaded and multithreaded use cases, on the server segment. And Intel's advantage will, at that point, be large. This is set to happen in Q3 2023, nearly two years from now.\nAfter Granite Rapids, Intel is also promising another very large jump in performance, but this will already fall outside the timeframe for this article. AMD will also bring Zen 5, but its arrival schedule is still very uncertain.\nA Charted Summary\nThe above translates into the following color-coded schematic for all the segments:\n\nConclusion\nTaking into account the near-term roadmaps, benchmarks, leaks and guidance, it seems Intel is on the verge of taking away the performance crown from AMD. This will happen by Intel first regaining the single-threaded crown by a visible margin, while more or less matching AMD on multitasking, followed by a period where Intel will get a lead on both counts, interrupted only briefly by AMD's Zen 4.\nHowever, perhaps in the most important market segment, servers, AMD looks to be ahead of Intel until late 2023 – mostly on account of much higher core counts. This is two years away from today, and that’s a long time for the market to look forward to. Until then, AMD might well continue to take server share away from Intel. Also, it seems possible that near-term, AMD will also increase its threat to the laptop market, due to an incoming, very large, GPU processing power improvement.\nWithin two years, it seems likely that Intel will again regain a sustainable performance advantage over AMD across all market segments. In the near term, Alder Lake will already imply pressure on AMD’s desktop margins (for a while, AMD has been commanding premium pricing in that market, when compared to Intel). Still, one wonders if the market will look that far forward right now.\nAMD stock is rendered dangerous in light of these developments. Intel stock might become more attractive, since Intel also seems to be improving its process technology at a higher cadence now, and its push into the foundry business might also be favorable.\nHowever, the current situation remains hard for Intel on the server market, and thus makes an immediate long bet somewhat hard as well even if the potential is visible. Considering this, I’m leaning slightly bearish on AMD and leaning slightly bullish on Intel, but it’s hard to commit to the position fully given the short-term server headwinds for Intel and tailwinds for AMD resulting from Zen 4 expectations.","news_type":1,"symbols_score_info":{"AMD":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864756751,"gmtCreate":1633152821710,"gmtModify":1633152821925,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864756751","repostId":"2172618769","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141485319,"gmtCreate":1625885499731,"gmtModify":1633936387956,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141485319","repostId":"1195812364","repostType":4,"repost":{"id":"1195812364","kind":"news","pubTimestamp":1625875523,"share":"https://www.laohu8.com/m/news/1195812364?lang=&edition=full","pubTime":"2021-07-10 08:05","market":"us","language":"en","title":"US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1195812364","media":"Renaissance Capital","summary":"Italian drug container supplier Stevanato Group plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.Shopping center REIT Phillips Edison & Company plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on l","content":"<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Italian drug container supplier&nbsp;<b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p>\n<p>Shopping center REIT&nbsp;<b>Phillips Edison &amp; Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p>\n<p>Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p>\n<p>Mark Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p>\n<p>Mortgage software provider&nbsp;<b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&amp;D and S&amp;M spend.</p>\n<p><b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p>\n<p>Ocular medical device provider&nbsp;<b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p>\n<p>Pregnancy diagnostics company&nbsp;<b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p>\n<p>A hold-over from last week, early-stage kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&amp;P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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 IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SERA":"Sera Prognostics, Inc.","BRDG":"Bridge Investment Group Holdings Inc.",".DJI":"道琼斯","PECO":"Phillips Edison & Company, Inc.","STVN":"Stevanato Group S.p.A.",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","FXLV":"F45 Training Holdings Inc.","SGHT":"Sight Sciences, Inc.","BLND":"Blend Labs, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195812364","content_text":"After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.\nShopping center REIT Phillips Edison & Company(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.\nKnown for its member-only luxury hotel brand Soho House,Membership Collective Group(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.\nMark Wahlberg-backed fitness franchise F45 Training(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.\nMortgage software provider Blend Labs(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.\nBridge Investment Group(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.\nOcular medical device provider Sight Sciences(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.\nPregnancy diagnostics company Sera Prognostics(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.\nA hold-over from last week, early-stage kidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $79 million market cap.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"BLND":0.9,"BRDG":0.9,"FXLV":0.9,"MCG":0.9,"PECO":0.9,"SERA":0.9,"SGHT":0.9,"STVN":0.9}},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123652715,"gmtCreate":1624422208937,"gmtModify":1634006332876,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123652715","repostId":"2145664330","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":871300616,"gmtCreate":1637023130251,"gmtModify":1637023130251,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871300616","repostId":"2183282074","repostType":4,"isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858107430,"gmtCreate":1634997883863,"gmtModify":1634997884026,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858107430","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohu8.com/m/news/1177255738?lang=&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>\n <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>\n <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p>\n<p><b>Article Thesis</b></p>\n<p>Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p>\n<p><b>Palantir &amp; US Army Contract</b></p>\n<p>In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p>\n<p>For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p>\n<p>Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p>\n<p>The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p>\n<p>Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p>\n<p>The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p>\n<p>Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p>\n<p><b>PLTR Stock Forecast</b></p>\n<p>Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p>\n<p>Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p>\n<p>One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p>\n<p><b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p>\n<p>Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p>\n<p>Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p>\n<p>Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p>\n<p><b>Is This an Income Stream Which Induces Fear?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p>\n<p>The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Price Prediction: Outlook After U.S. Army Selection</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4461220-palantir-stock-price-prediction><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827210322,"gmtCreate":1634476370292,"gmtModify":1634476370469,"author":{"id":"3571048326255913","authorId":"3571048326255913","name":"SFM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571048326255913","authorIdStr":"3571048326255913"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827210322","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}