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2021-04-09

Damn

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2021-04-08

Oh no

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2021-04-02

Wow!!!

US.weekly jobless claims total 719,000, above expected

2021-04-01

420 blaze it

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2021-03-29

Wow

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2021-03-27

Hmm

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2021-03-27

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2021-03-26

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Fire sale rn

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2021-03-18

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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":1617280365,"share":"https://www.laohu8.com/m/news/1144081100?lang=&edition=full","pubTime":"2021-04-01 20:32","market":"us","language":"en","title":"US.weekly jobless claims total 719,000, above expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1144081100","media":"Tiger Newspress","summary":"(April 1) First-time claims for jobless benefits were higher than expected last week, with 719,000 m","content":"<p>(April 1)&nbsp;First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.</p><p>The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.</p><p>While the number of weekly claims 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Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.</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>US.weekly jobless claims total 719,000, above expected</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.weekly jobless claims total 719,000, above expected\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\">2021-04-01 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 1)&nbsp;First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.</p><p>The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.</p><p>While the number of weekly claims remains inordinately high by historical means, the trend is falling now that the U.S. economy continues to reopen and close to 3 million Americans receive vacations each day for Covid-19.</p><p>Continuing claims, which run a week behind the headline number, fell by 46,000 to just below 3.8 million.</p><p>The report comes a day ahead of the government’s nonfarm payrolls count for March, which is expected to show a gain of 675,000, to follow on February’s 379,000.</p><p>Along with the efforts to combat the virus, the Biden Administration continues to shovel money to boost an economy that is showing signs of solid growth. The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.</p><p>While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.</p><p>Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144081100","content_text":"(April 1) First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.While the number of weekly claims remains inordinately high by historical means, the trend is falling now that the U.S. economy continues to reopen and close to 3 million Americans receive vacations each day for Covid-19.Continuing claims, which run a week behind the headline number, fell by 46,000 to just below 3.8 million.The report comes a day ahead of the government’s nonfarm payrolls count for March, which is expected to show a gain of 675,000, to follow on February’s 379,000.Along with the efforts to combat the virus, the Biden Administration continues to shovel money to boost an economy that is showing signs of solid growth. The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357081351,"gmtCreate":1617208035073,"gmtModify":1634522030252,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"420 blaze it","listText":"420 blaze it","text":"420 blaze it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357081351","repostId":"1181563884","repostType":4,"isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352773941,"gmtCreate":1617008851983,"gmtModify":1634523166245,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352773941","repostId":"1178234813","repostType":4,"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352085517,"gmtCreate":1616832208639,"gmtModify":1634523778583,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352085517","repostId":"2122472374","repostType":4,"isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352082239,"gmtCreate":1616832128921,"gmtModify":1634523779551,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Must best","listText":"Must best","text":"Must best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352082239","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p>","source":"lsy1601382232898","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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</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\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356876199,"gmtCreate":1616770171011,"gmtModify":1631886369986,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STPK\">$Star Peak Energy Transition(STPK)$</a> where is the peak in star peak? [疑问]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STPK\">$Star Peak Energy Transition(STPK)$</a> where is the peak in star peak? [疑问]","text":"$Star Peak Energy Transition(STPK)$ where is the peak in star peak? [疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/356876199","isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358378270,"gmtCreate":1616668070290,"gmtModify":1634524657811,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Fire sale rn","listText":"Fire sale rn","text":"Fire sale rn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358378270","repostId":"1174499360","repostType":4,"repost":{"id":"1174499360","kind":"news","pubTimestamp":1616664586,"share":"https://www.laohu8.com/m/news/1174499360?lang=&edition=full","pubTime":"2021-03-25 17:29","market":"us","language":"en","title":"7 Tech Stocks Desperate for an End to the Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1174499360","media":"InvestorPlace","summary":"Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic a","content":"<p>Tech stocks are poised to benefit from the industry working through a severe shortage</p>\n<p>The pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies increased their volume of technology in vehicles. This led to a semiconductor chip shortage. The lower supply will increase prices, potentially inflating the cost of technology products.</p>\n<p>Technology manufacturers will rely on contracts and inventory to delay any price hikes. They want to avoid passing prices to consumers for as long as possible. Similarly, automobile firms are cutting production. They, too, are opting to lower product inventory to keep prices in check. Demand is elastic for automobiles and computers. The higher prices rise, the lower the demand.</p>\n<p>The novel coronavirus vaccine rollout worldwide is set to taper the work-from-home setting and the lockdown. Theaters are starting to open again. The Centers for Disease Control said that you can gather indoors with vaccinated people. All without wearing a mask. The mind shift sets the stage for a gradual re-opening. So, as computer orders slow, the chip shortage should also end.</p>\n<p>There are seven tech stocks desperate for an end to the chip shortage. Listed in alphabetical order, they are:</p>\n<ol>\n <li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li>\n <li><b>Applied Materials</b>(NASDAQ:<b><u>AMAT</u></b>)</li>\n <li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li>\n <li><b>Micron Technology</b>(NASDAQ:<b><u>MU</u></b>)</li>\n <li><b>Nvidia</b>&nbsp;(NASDAQ:<b><u>NVDA</u></b>)</li>\n <li><b>Qualcomm</b>(NASDAQ:<b><u>QCOM</u></b>)</li>\n <li><b>STMicroelectronics</b>(NYSE:<b><u>STM</u></b>)</li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e76726319674ff7bad1da727c82388ca\" tg-width=\"469\" tg-height=\"206\"><span>Chart courtesy of Stock Rover</span></p>\n<p>In the chart, all of the stocks score a solid 91/100 or higher on quality. AMD stands out as trading at unfavorable valuations but has a strong overall score.</p>\n<p>STM stock has a lower overall score due to a pullback in the last month.</p>\n<p><b>Tech Stocks: Advanced Micro Devices (AMD)</b></p>\n<p>Rumored to supply&nbsp;the graphics chip&nbsp;for&nbsp;<b>Tesla’s</b>&nbsp;(NASDAQ:<b><u>TSLA</u></b>) Model S and X refresh, AMD would benefit from an end to the chip shortage. As Tesla works through its production delays and resumes building more Tesla units, AMD’s Navi 23 GPU sales would increase.</p>\n<p>If Tesla implements that Ryzen System-on-Chip, it would make it one of the fastest infotainment systems available for customers. The chip is powerful enough to run a graphics-intensive game. A supply deal with Tesla would broaden AMD’s revenue stream.</p>\n<p>The chip giant needs a bigger exposure in the ever-growing automotive market. Vehicles are getting more semiconductor chip volumes. Conversely, the computer market is only as strong as the work-at-home lift. That is set to end.</p>\n<p>To prepare for a peak in PC sales, AMD needs more Navi 23 orders. Admittedly, the PC market remains strong. AMD Chief Technology Officer Mark Papermaster said that its CPU design is a key aspect of AMD’s resurgence over the years. The Zen 3 shipping began at the end of last year&nbsp;with the Ryzen 5000. In the server space, AMD is now on a third-generation EPYC.</p>\n<p><b>Applied Materials (AMAT)</b></p>\n<p>Chief Financial Officer Dan Durn said that the company will benefit from a third PC wave. Plus, the consumer-oriented mobile handset demand lifted semiconductor demand. This contributed to the chip shortage.</p>\n<p>AMAT is optimistic that the tight coupling between population and consumer behavior will end. Instead, corporations will invest in machine-to-machine solutions. That will lead to another decade of upside for Applied Materials.</p>\n<p>The drive for economic growth and ongoing pressures to increase productivity will sustain demand for AMAT’s wafer fab equipment. In its traditional market, storage (NAND chips) and DRAM (memory chip) demand are still strong. Customers from China continue to grow, thanks to the region’s technology innovations.</p>\n<p>Applied said the industry size topped $60 billion last year. It forecasts an industry of more than $70 billion this year and more than $100 billion in the next few years. So, the chip shortage should not hurt its long-term prospects</p>\n<p><b>Intel (INTC)</b></p>\n<p>Intel struggled for much of last year from CPU shortages. This led to the B460 and H410 chipsets reportedly&nbsp;out of stock. Customers who built computers in mid-2020 are only now taking delivery. As new games and advanced software demand more computing power, the delay is hurting customers.</p>\n<p>The ongoing delay in the current and next quarter will slow sales. Customers will have no choice but to wait for parts to become available. As the biggest PC chip seller, Intel likely&nbsp;posted a small&nbsp;1.1% drop in&nbsp;fourth-quarter revenue&nbsp;due to the shortage.</p>\n<p>Intel will benefit as the industry resolves the chip shortage this year. It already has three strategic priorities to work on. CEO Bob Swan said that they are “improving our execution to strengthen our core business, extending our reach to accelerate growth and redefine our position in the industry, and continuing to thoughtfully deploy capital to create value for our shareholders.”</p>\n<p>A check shows 31 analysts cover Intel stock. Per tipranks, the average price target is&nbsp;around $63.</p>\n<p><b>Tech Stocks: Micron Technology (MU)</b></p>\n<p>Micron’s CFO, Dave Zinsner, is optimistic about the strong multi-year demand for DRAM. More end markets need memory chips, such as mobile and cloud. So, as computing transitions to artificial intelligence and automotive, Micron is expecting a strong market for DRAM.</p>\n<p>Zinsner said that the tightness for DRAM will probably continue for at least 2021. Furthermore, he said that the company&nbsp;does not have&nbsp;much visibility yet going into next year. To adjust for the uncertainties ahead, it will watch for the industry aligning supply with demand. The executive expects the industry will exercise disciplined investing and supply increases.</p>\n<p>The semiconductor industry is cyclical. So, by keeping close to the supply/demand equilibrium, the next boom/bust cycle may be milder.</p>\n<p>On simplywall.st, the fair&nbsp;value of $53.85&nbsp;is significantly below the recent price. Analysts are bullish. The average price&nbsp;target is ~$113.(per Tipranks).</p>\n<p><b>Nvidia (NVDA)</b></p>\n<p>No chip company has a bigger shortage problem than Nvidia. The&nbsp;<b>Bitcoin</b>&nbsp;craze continues to increase the demand for Nvidia graphics cards. Gaming customers are getting punished. The lack of supply is pushing the prices of the latest products.</p>\n<p>Nvidia’s RTX 30xx series are the latest GPUs that consumers want. Just as the newest ones&nbsp;were impossible to buy&nbsp;last year, the same is happening this year. Gamers may add themselves to a waitlist. It will take months before they may pick up the gaming graphics card.</p>\n<p>At the start of the year, the prices of the 3000 series&nbsp;from ASUS increased. Look out for prices increasing again alongside the price of Bitcoin.</p>\n<p>Investors may build a five-year DCF EBITDA Exit model to calculate a fair value.</p>\n<p><img src=\"https://static.tigerbbs.com/75695116ea231ef2d2b4e308f3ec29d9\" tg-width=\"835\" tg-height=\"249\"></p>\n<p>Setting a 10% discount rate to account for the cyclical risks in semiconductor stocks, NVDA stock is worth around $642.</p>\n<p><b>Qualcomm (QCOM)</b></p>\n<p>The chip shortage is&nbsp;hurting Qualcomm. The firm is struggling to meet the strong demand for its processors. Its customer&nbsp;<b>Samsung Electronics</b>&nbsp;(OTCMKTS:<b><u>SSNLF</u></b>) is experiencing a shortage of Qualcomm application processors.</p>\n<p>As a leading supplier to a fast-growing smartphone market, Qualcomm would benefit greatly from an end to the chip shortage. Samsung will meet second-quarter expectations. In the near term, it will still need to cut handset shipments.</p>\n<p>Qualcomm’s Snapdragon 888 is manufactured with Samsung’s 5-nanometer manufacturing. As<i>Reuters</i>reported, this is hard to scale up quickly.</p>\n<p>QCOM stock peaked in early February. At a forward price-to-earnings in the mid-teens, markets unwittingly punished the stock for no reason. It commands an excellent profit margin and demand inelasticity. It may raise prices to offset the constrained supply. This would give profit margins a lift.</p>\n<p><b>Tech Stocks: STMicroelectronics (STM)</b></p>\n<p>This auto chip supplier discussed its shortage problems on its last conference call. President and CEO Jean-Marc Chery&nbsp;said that it did&nbsp;not face any shortage of silicon carbide. So, its second half will perform better than the first half of 2021 and better than last year.</p>\n<p>STM faced some shortages in materials like a substrate.</p>\n<p>This year, the production of 84 million to 90 million vehicles, plus a build-up in customer inventory, will drive semiconductor demand in automotive. Conversely, Chery mentioned that a drop in business from&nbsp;<b>Huawei</b>&nbsp;will weigh on results.He said, “Huawei will be a detractor, definitively in 2021 of the revenue.”</p>\n<p>Looking ahead, STM forecasts solid revenue growth for the year. Smart mobility, Internet of Things, 5G, and power energy management will lead the outperformance in the markets it serves.</p>\n<p>STM stock gets very little attention despite its sustained uptrend over the last year. Once the industry works through the supply shortage, this firm will benefit from strong automotive demand this year.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Tech Stocks Desperate for an End to the Chip Shortage</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\">\n7 Tech Stocks Desperate for an End to the Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies ...</p>\n\n<a href=\"https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","AMAT":"应用材料","QCOM":"高通","AMD":"美国超微公司","STM":"意法半导体","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174499360","content_text":"Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies increased their volume of technology in vehicles. This led to a semiconductor chip shortage. The lower supply will increase prices, potentially inflating the cost of technology products.\nTechnology manufacturers will rely on contracts and inventory to delay any price hikes. They want to avoid passing prices to consumers for as long as possible. Similarly, automobile firms are cutting production. They, too, are opting to lower product inventory to keep prices in check. Demand is elastic for automobiles and computers. The higher prices rise, the lower the demand.\nThe novel coronavirus vaccine rollout worldwide is set to taper the work-from-home setting and the lockdown. Theaters are starting to open again. The Centers for Disease Control said that you can gather indoors with vaccinated people. All without wearing a mask. The mind shift sets the stage for a gradual re-opening. So, as computer orders slow, the chip shortage should also end.\nThere are seven tech stocks desperate for an end to the chip shortage. Listed in alphabetical order, they are:\n\nAdvanced Micro Devices(NASDAQ:AMD)\nApplied Materials(NASDAQ:AMAT)\nIntel(NASDAQ:INTC)\nMicron Technology(NASDAQ:MU)\nNvidia (NASDAQ:NVDA)\nQualcomm(NASDAQ:QCOM)\nSTMicroelectronics(NYSE:STM)\n\nChart courtesy of Stock Rover\nIn the chart, all of the stocks score a solid 91/100 or higher on quality. AMD stands out as trading at unfavorable valuations but has a strong overall score.\nSTM stock has a lower overall score due to a pullback in the last month.\nTech Stocks: Advanced Micro Devices (AMD)\nRumored to supply the graphics chip for Tesla’s (NASDAQ:TSLA) Model S and X refresh, AMD would benefit from an end to the chip shortage. As Tesla works through its production delays and resumes building more Tesla units, AMD’s Navi 23 GPU sales would increase.\nIf Tesla implements that Ryzen System-on-Chip, it would make it one of the fastest infotainment systems available for customers. The chip is powerful enough to run a graphics-intensive game. A supply deal with Tesla would broaden AMD’s revenue stream.\nThe chip giant needs a bigger exposure in the ever-growing automotive market. Vehicles are getting more semiconductor chip volumes. Conversely, the computer market is only as strong as the work-at-home lift. That is set to end.\nTo prepare for a peak in PC sales, AMD needs more Navi 23 orders. Admittedly, the PC market remains strong. AMD Chief Technology Officer Mark Papermaster said that its CPU design is a key aspect of AMD’s resurgence over the years. The Zen 3 shipping began at the end of last year with the Ryzen 5000. In the server space, AMD is now on a third-generation EPYC.\nApplied Materials (AMAT)\nChief Financial Officer Dan Durn said that the company will benefit from a third PC wave. Plus, the consumer-oriented mobile handset demand lifted semiconductor demand. This contributed to the chip shortage.\nAMAT is optimistic that the tight coupling between population and consumer behavior will end. Instead, corporations will invest in machine-to-machine solutions. That will lead to another decade of upside for Applied Materials.\nThe drive for economic growth and ongoing pressures to increase productivity will sustain demand for AMAT’s wafer fab equipment. In its traditional market, storage (NAND chips) and DRAM (memory chip) demand are still strong. Customers from China continue to grow, thanks to the region’s technology innovations.\nApplied said the industry size topped $60 billion last year. It forecasts an industry of more than $70 billion this year and more than $100 billion in the next few years. So, the chip shortage should not hurt its long-term prospects\nIntel (INTC)\nIntel struggled for much of last year from CPU shortages. This led to the B460 and H410 chipsets reportedly out of stock. Customers who built computers in mid-2020 are only now taking delivery. As new games and advanced software demand more computing power, the delay is hurting customers.\nThe ongoing delay in the current and next quarter will slow sales. Customers will have no choice but to wait for parts to become available. As the biggest PC chip seller, Intel likely posted a small 1.1% drop in fourth-quarter revenue due to the shortage.\nIntel will benefit as the industry resolves the chip shortage this year. It already has three strategic priorities to work on. CEO Bob Swan said that they are “improving our execution to strengthen our core business, extending our reach to accelerate growth and redefine our position in the industry, and continuing to thoughtfully deploy capital to create value for our shareholders.”\nA check shows 31 analysts cover Intel stock. Per tipranks, the average price target is around $63.\nTech Stocks: Micron Technology (MU)\nMicron’s CFO, Dave Zinsner, is optimistic about the strong multi-year demand for DRAM. More end markets need memory chips, such as mobile and cloud. So, as computing transitions to artificial intelligence and automotive, Micron is expecting a strong market for DRAM.\nZinsner said that the tightness for DRAM will probably continue for at least 2021. Furthermore, he said that the company does not have much visibility yet going into next year. To adjust for the uncertainties ahead, it will watch for the industry aligning supply with demand. The executive expects the industry will exercise disciplined investing and supply increases.\nThe semiconductor industry is cyclical. So, by keeping close to the supply/demand equilibrium, the next boom/bust cycle may be milder.\nOn simplywall.st, the fair value of $53.85 is significantly below the recent price. Analysts are bullish. The average price target is ~$113.(per Tipranks).\nNvidia (NVDA)\nNo chip company has a bigger shortage problem than Nvidia. The Bitcoin craze continues to increase the demand for Nvidia graphics cards. Gaming customers are getting punished. The lack of supply is pushing the prices of the latest products.\nNvidia’s RTX 30xx series are the latest GPUs that consumers want. Just as the newest ones were impossible to buy last year, the same is happening this year. Gamers may add themselves to a waitlist. It will take months before they may pick up the gaming graphics card.\nAt the start of the year, the prices of the 3000 series from ASUS increased. Look out for prices increasing again alongside the price of Bitcoin.\nInvestors may build a five-year DCF EBITDA Exit model to calculate a fair value.\n\nSetting a 10% discount rate to account for the cyclical risks in semiconductor stocks, NVDA stock is worth around $642.\nQualcomm (QCOM)\nThe chip shortage is hurting Qualcomm. The firm is struggling to meet the strong demand for its processors. Its customer Samsung Electronics (OTCMKTS:SSNLF) is experiencing a shortage of Qualcomm application processors.\nAs a leading supplier to a fast-growing smartphone market, Qualcomm would benefit greatly from an end to the chip shortage. Samsung will meet second-quarter expectations. In the near term, it will still need to cut handset shipments.\nQualcomm’s Snapdragon 888 is manufactured with Samsung’s 5-nanometer manufacturing. AsReutersreported, this is hard to scale up quickly.\nQCOM stock peaked in early February. At a forward price-to-earnings in the mid-teens, markets unwittingly punished the stock for no reason. It commands an excellent profit margin and demand inelasticity. It may raise prices to offset the constrained supply. This would give profit margins a lift.\nTech Stocks: STMicroelectronics (STM)\nThis auto chip supplier discussed its shortage problems on its last conference call. President and CEO Jean-Marc Chery said that it did not face any shortage of silicon carbide. So, its second half will perform better than the first half of 2021 and better than last year.\nSTM faced some shortages in materials like a substrate.\nThis year, the production of 84 million to 90 million vehicles, plus a build-up in customer inventory, will drive semiconductor demand in automotive. Conversely, Chery mentioned that a drop in business from Huawei will weigh on results.He said, “Huawei will be a detractor, definitively in 2021 of the revenue.”\nLooking ahead, STM forecasts solid revenue growth for the year. Smart mobility, Internet of Things, 5G, and power energy management will lead the outperformance in the markets it serves.\nSTM stock gets very little attention despite its sustained uptrend over the last year. Once the industry works through the supply shortage, this firm will benefit from strong automotive demand this year.","news_type":1,"symbols_score_info":{"AMAT":0.9,"AMD":0.9,"INTC":0.9,"MU":0.9,"NVDA":0.9,"QCOM":0.9,"STM":0.9}},"isVote":1,"tweetType":1,"viewCount":1982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327941945,"gmtCreate":1616054666887,"gmtModify":1703496936768,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327941945","repostId":"1138187457","repostType":4,"repost":{"id":"1138187457","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616052603,"share":"https://www.laohu8.com/m/news/1138187457?lang=&edition=full","pubTime":"2021-03-18 15:30","market":"us","language":"en","title":"AMC Shares Spike On Complete Reopening Optimism: What You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1138187457","media":"Benzinga","summary":"Shares of AMC Entertainment Holdings Inc. climbed almost 4% in extended trading on Wednesday after t","content":"<p>Shares of&nbsp;<b>AMC Entertainment Holdings Inc.</b>&nbsp;climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.</p>\n<p><b>What Happened:</b>With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.</p>\n<p>More than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.</p>\n<p>The company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.</p>\n<p>AMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.</p>\n<p><b>Why It Matters:</b>AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.</p>\n<p>It was&nbsp;reported&nbsp;last week that AMC is likely getting discounts on film-rental fees from&nbsp;<b>AT&amp;T Inc.’s</b>&nbsp;Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a&nbsp;cash crunch.</p>\n<p>Nevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as&nbsp;<b>GameStop Corp.</b>. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community&nbsp;r/WallStreetBets.</p>\n<p><b>Price Action:</b>AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.</p>\n<p></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>AMC Shares Spike On Complete Reopening Optimism: What You Need To Know</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\">\nAMC Shares Spike On Complete Reopening Optimism: What You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-18 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of&nbsp;<b>AMC Entertainment Holdings Inc.</b>&nbsp;climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.</p>\n<p><b>What Happened:</b>With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.</p>\n<p>More than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.</p>\n<p>The company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.</p>\n<p>AMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.</p>\n<p><b>Why It Matters:</b>AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.</p>\n<p>It was&nbsp;reported&nbsp;last week that AMC is likely getting discounts on film-rental fees from&nbsp;<b>AT&amp;T Inc.’s</b>&nbsp;Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a&nbsp;cash crunch.</p>\n<p>Nevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as&nbsp;<b>GameStop Corp.</b>. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community&nbsp;r/WallStreetBets.</p>\n<p><b>Price Action:</b>AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138187457","content_text":"Shares of AMC Entertainment Holdings Inc. climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.\nWhat Happened:With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.\nMore than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.\nThe company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.\nAMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.\nWhy It Matters:AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.\nIt was reported last week that AMC is likely getting discounts on film-rental fees from AT&T Inc.’s Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a cash crunch.\nNevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as GameStop Corp.. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community r/WallStreetBets.\nPrice Action:AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":358378270,"gmtCreate":1616668070290,"gmtModify":1634524657811,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Fire sale rn","listText":"Fire sale rn","text":"Fire sale rn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358378270","repostId":"1174499360","repostType":4,"repost":{"id":"1174499360","kind":"news","pubTimestamp":1616664586,"share":"https://www.laohu8.com/m/news/1174499360?lang=&edition=full","pubTime":"2021-03-25 17:29","market":"us","language":"en","title":"7 Tech Stocks Desperate for an End to the Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1174499360","media":"InvestorPlace","summary":"Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic a","content":"<p>Tech stocks are poised to benefit from the industry working through a severe shortage</p>\n<p>The pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies increased their volume of technology in vehicles. This led to a semiconductor chip shortage. The lower supply will increase prices, potentially inflating the cost of technology products.</p>\n<p>Technology manufacturers will rely on contracts and inventory to delay any price hikes. They want to avoid passing prices to consumers for as long as possible. Similarly, automobile firms are cutting production. They, too, are opting to lower product inventory to keep prices in check. Demand is elastic for automobiles and computers. The higher prices rise, the lower the demand.</p>\n<p>The novel coronavirus vaccine rollout worldwide is set to taper the work-from-home setting and the lockdown. Theaters are starting to open again. The Centers for Disease Control said that you can gather indoors with vaccinated people. All without wearing a mask. The mind shift sets the stage for a gradual re-opening. So, as computer orders slow, the chip shortage should also end.</p>\n<p>There are seven tech stocks desperate for an end to the chip shortage. Listed in alphabetical order, they are:</p>\n<ol>\n <li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li>\n <li><b>Applied Materials</b>(NASDAQ:<b><u>AMAT</u></b>)</li>\n <li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li>\n <li><b>Micron Technology</b>(NASDAQ:<b><u>MU</u></b>)</li>\n <li><b>Nvidia</b>&nbsp;(NASDAQ:<b><u>NVDA</u></b>)</li>\n <li><b>Qualcomm</b>(NASDAQ:<b><u>QCOM</u></b>)</li>\n <li><b>STMicroelectronics</b>(NYSE:<b><u>STM</u></b>)</li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e76726319674ff7bad1da727c82388ca\" tg-width=\"469\" tg-height=\"206\"><span>Chart courtesy of Stock Rover</span></p>\n<p>In the chart, all of the stocks score a solid 91/100 or higher on quality. AMD stands out as trading at unfavorable valuations but has a strong overall score.</p>\n<p>STM stock has a lower overall score due to a pullback in the last month.</p>\n<p><b>Tech Stocks: Advanced Micro Devices (AMD)</b></p>\n<p>Rumored to supply&nbsp;the graphics chip&nbsp;for&nbsp;<b>Tesla’s</b>&nbsp;(NASDAQ:<b><u>TSLA</u></b>) Model S and X refresh, AMD would benefit from an end to the chip shortage. As Tesla works through its production delays and resumes building more Tesla units, AMD’s Navi 23 GPU sales would increase.</p>\n<p>If Tesla implements that Ryzen System-on-Chip, it would make it one of the fastest infotainment systems available for customers. The chip is powerful enough to run a graphics-intensive game. A supply deal with Tesla would broaden AMD’s revenue stream.</p>\n<p>The chip giant needs a bigger exposure in the ever-growing automotive market. Vehicles are getting more semiconductor chip volumes. Conversely, the computer market is only as strong as the work-at-home lift. That is set to end.</p>\n<p>To prepare for a peak in PC sales, AMD needs more Navi 23 orders. Admittedly, the PC market remains strong. AMD Chief Technology Officer Mark Papermaster said that its CPU design is a key aspect of AMD’s resurgence over the years. The Zen 3 shipping began at the end of last year&nbsp;with the Ryzen 5000. In the server space, AMD is now on a third-generation EPYC.</p>\n<p><b>Applied Materials (AMAT)</b></p>\n<p>Chief Financial Officer Dan Durn said that the company will benefit from a third PC wave. Plus, the consumer-oriented mobile handset demand lifted semiconductor demand. This contributed to the chip shortage.</p>\n<p>AMAT is optimistic that the tight coupling between population and consumer behavior will end. Instead, corporations will invest in machine-to-machine solutions. That will lead to another decade of upside for Applied Materials.</p>\n<p>The drive for economic growth and ongoing pressures to increase productivity will sustain demand for AMAT’s wafer fab equipment. In its traditional market, storage (NAND chips) and DRAM (memory chip) demand are still strong. Customers from China continue to grow, thanks to the region’s technology innovations.</p>\n<p>Applied said the industry size topped $60 billion last year. It forecasts an industry of more than $70 billion this year and more than $100 billion in the next few years. So, the chip shortage should not hurt its long-term prospects</p>\n<p><b>Intel (INTC)</b></p>\n<p>Intel struggled for much of last year from CPU shortages. This led to the B460 and H410 chipsets reportedly&nbsp;out of stock. Customers who built computers in mid-2020 are only now taking delivery. As new games and advanced software demand more computing power, the delay is hurting customers.</p>\n<p>The ongoing delay in the current and next quarter will slow sales. Customers will have no choice but to wait for parts to become available. As the biggest PC chip seller, Intel likely&nbsp;posted a small&nbsp;1.1% drop in&nbsp;fourth-quarter revenue&nbsp;due to the shortage.</p>\n<p>Intel will benefit as the industry resolves the chip shortage this year. It already has three strategic priorities to work on. CEO Bob Swan said that they are “improving our execution to strengthen our core business, extending our reach to accelerate growth and redefine our position in the industry, and continuing to thoughtfully deploy capital to create value for our shareholders.”</p>\n<p>A check shows 31 analysts cover Intel stock. Per tipranks, the average price target is&nbsp;around $63.</p>\n<p><b>Tech Stocks: Micron Technology (MU)</b></p>\n<p>Micron’s CFO, Dave Zinsner, is optimistic about the strong multi-year demand for DRAM. More end markets need memory chips, such as mobile and cloud. So, as computing transitions to artificial intelligence and automotive, Micron is expecting a strong market for DRAM.</p>\n<p>Zinsner said that the tightness for DRAM will probably continue for at least 2021. Furthermore, he said that the company&nbsp;does not have&nbsp;much visibility yet going into next year. To adjust for the uncertainties ahead, it will watch for the industry aligning supply with demand. The executive expects the industry will exercise disciplined investing and supply increases.</p>\n<p>The semiconductor industry is cyclical. So, by keeping close to the supply/demand equilibrium, the next boom/bust cycle may be milder.</p>\n<p>On simplywall.st, the fair&nbsp;value of $53.85&nbsp;is significantly below the recent price. Analysts are bullish. The average price&nbsp;target is ~$113.(per Tipranks).</p>\n<p><b>Nvidia (NVDA)</b></p>\n<p>No chip company has a bigger shortage problem than Nvidia. The&nbsp;<b>Bitcoin</b>&nbsp;craze continues to increase the demand for Nvidia graphics cards. Gaming customers are getting punished. The lack of supply is pushing the prices of the latest products.</p>\n<p>Nvidia’s RTX 30xx series are the latest GPUs that consumers want. Just as the newest ones&nbsp;were impossible to buy&nbsp;last year, the same is happening this year. Gamers may add themselves to a waitlist. It will take months before they may pick up the gaming graphics card.</p>\n<p>At the start of the year, the prices of the 3000 series&nbsp;from ASUS increased. Look out for prices increasing again alongside the price of Bitcoin.</p>\n<p>Investors may build a five-year DCF EBITDA Exit model to calculate a fair value.</p>\n<p><img src=\"https://static.tigerbbs.com/75695116ea231ef2d2b4e308f3ec29d9\" tg-width=\"835\" tg-height=\"249\"></p>\n<p>Setting a 10% discount rate to account for the cyclical risks in semiconductor stocks, NVDA stock is worth around $642.</p>\n<p><b>Qualcomm (QCOM)</b></p>\n<p>The chip shortage is&nbsp;hurting Qualcomm. The firm is struggling to meet the strong demand for its processors. Its customer&nbsp;<b>Samsung Electronics</b>&nbsp;(OTCMKTS:<b><u>SSNLF</u></b>) is experiencing a shortage of Qualcomm application processors.</p>\n<p>As a leading supplier to a fast-growing smartphone market, Qualcomm would benefit greatly from an end to the chip shortage. Samsung will meet second-quarter expectations. In the near term, it will still need to cut handset shipments.</p>\n<p>Qualcomm’s Snapdragon 888 is manufactured with Samsung’s 5-nanometer manufacturing. As<i>Reuters</i>reported, this is hard to scale up quickly.</p>\n<p>QCOM stock peaked in early February. At a forward price-to-earnings in the mid-teens, markets unwittingly punished the stock for no reason. It commands an excellent profit margin and demand inelasticity. It may raise prices to offset the constrained supply. This would give profit margins a lift.</p>\n<p><b>Tech Stocks: STMicroelectronics (STM)</b></p>\n<p>This auto chip supplier discussed its shortage problems on its last conference call. President and CEO Jean-Marc Chery&nbsp;said that it did&nbsp;not face any shortage of silicon carbide. So, its second half will perform better than the first half of 2021 and better than last year.</p>\n<p>STM faced some shortages in materials like a substrate.</p>\n<p>This year, the production of 84 million to 90 million vehicles, plus a build-up in customer inventory, will drive semiconductor demand in automotive. Conversely, Chery mentioned that a drop in business from&nbsp;<b>Huawei</b>&nbsp;will weigh on results.He said, “Huawei will be a detractor, definitively in 2021 of the revenue.”</p>\n<p>Looking ahead, STM forecasts solid revenue growth for the year. Smart mobility, Internet of Things, 5G, and power energy management will lead the outperformance in the markets it serves.</p>\n<p>STM stock gets very little attention despite its sustained uptrend over the last year. Once the industry works through the supply shortage, this firm will benefit from strong automotive demand this year.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Tech Stocks Desperate for an End to the Chip Shortage</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\">\n7 Tech Stocks Desperate for an End to the Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies ...</p>\n\n<a href=\"https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","AMAT":"应用材料","QCOM":"高通","AMD":"美国超微公司","STM":"意法半导体","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174499360","content_text":"Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies increased their volume of technology in vehicles. This led to a semiconductor chip shortage. The lower supply will increase prices, potentially inflating the cost of technology products.\nTechnology manufacturers will rely on contracts and inventory to delay any price hikes. They want to avoid passing prices to consumers for as long as possible. Similarly, automobile firms are cutting production. They, too, are opting to lower product inventory to keep prices in check. Demand is elastic for automobiles and computers. The higher prices rise, the lower the demand.\nThe novel coronavirus vaccine rollout worldwide is set to taper the work-from-home setting and the lockdown. Theaters are starting to open again. The Centers for Disease Control said that you can gather indoors with vaccinated people. All without wearing a mask. The mind shift sets the stage for a gradual re-opening. So, as computer orders slow, the chip shortage should also end.\nThere are seven tech stocks desperate for an end to the chip shortage. Listed in alphabetical order, they are:\n\nAdvanced Micro Devices(NASDAQ:AMD)\nApplied Materials(NASDAQ:AMAT)\nIntel(NASDAQ:INTC)\nMicron Technology(NASDAQ:MU)\nNvidia (NASDAQ:NVDA)\nQualcomm(NASDAQ:QCOM)\nSTMicroelectronics(NYSE:STM)\n\nChart courtesy of Stock Rover\nIn the chart, all of the stocks score a solid 91/100 or higher on quality. AMD stands out as trading at unfavorable valuations but has a strong overall score.\nSTM stock has a lower overall score due to a pullback in the last month.\nTech Stocks: Advanced Micro Devices (AMD)\nRumored to supply the graphics chip for Tesla’s (NASDAQ:TSLA) Model S and X refresh, AMD would benefit from an end to the chip shortage. As Tesla works through its production delays and resumes building more Tesla units, AMD’s Navi 23 GPU sales would increase.\nIf Tesla implements that Ryzen System-on-Chip, it would make it one of the fastest infotainment systems available for customers. The chip is powerful enough to run a graphics-intensive game. A supply deal with Tesla would broaden AMD’s revenue stream.\nThe chip giant needs a bigger exposure in the ever-growing automotive market. Vehicles are getting more semiconductor chip volumes. Conversely, the computer market is only as strong as the work-at-home lift. That is set to end.\nTo prepare for a peak in PC sales, AMD needs more Navi 23 orders. Admittedly, the PC market remains strong. AMD Chief Technology Officer Mark Papermaster said that its CPU design is a key aspect of AMD’s resurgence over the years. The Zen 3 shipping began at the end of last year with the Ryzen 5000. In the server space, AMD is now on a third-generation EPYC.\nApplied Materials (AMAT)\nChief Financial Officer Dan Durn said that the company will benefit from a third PC wave. Plus, the consumer-oriented mobile handset demand lifted semiconductor demand. This contributed to the chip shortage.\nAMAT is optimistic that the tight coupling between population and consumer behavior will end. Instead, corporations will invest in machine-to-machine solutions. That will lead to another decade of upside for Applied Materials.\nThe drive for economic growth and ongoing pressures to increase productivity will sustain demand for AMAT’s wafer fab equipment. In its traditional market, storage (NAND chips) and DRAM (memory chip) demand are still strong. Customers from China continue to grow, thanks to the region’s technology innovations.\nApplied said the industry size topped $60 billion last year. It forecasts an industry of more than $70 billion this year and more than $100 billion in the next few years. So, the chip shortage should not hurt its long-term prospects\nIntel (INTC)\nIntel struggled for much of last year from CPU shortages. This led to the B460 and H410 chipsets reportedly out of stock. Customers who built computers in mid-2020 are only now taking delivery. As new games and advanced software demand more computing power, the delay is hurting customers.\nThe ongoing delay in the current and next quarter will slow sales. Customers will have no choice but to wait for parts to become available. As the biggest PC chip seller, Intel likely posted a small 1.1% drop in fourth-quarter revenue due to the shortage.\nIntel will benefit as the industry resolves the chip shortage this year. It already has three strategic priorities to work on. CEO Bob Swan said that they are “improving our execution to strengthen our core business, extending our reach to accelerate growth and redefine our position in the industry, and continuing to thoughtfully deploy capital to create value for our shareholders.”\nA check shows 31 analysts cover Intel stock. Per tipranks, the average price target is around $63.\nTech Stocks: Micron Technology (MU)\nMicron’s CFO, Dave Zinsner, is optimistic about the strong multi-year demand for DRAM. More end markets need memory chips, such as mobile and cloud. So, as computing transitions to artificial intelligence and automotive, Micron is expecting a strong market for DRAM.\nZinsner said that the tightness for DRAM will probably continue for at least 2021. Furthermore, he said that the company does not have much visibility yet going into next year. To adjust for the uncertainties ahead, it will watch for the industry aligning supply with demand. The executive expects the industry will exercise disciplined investing and supply increases.\nThe semiconductor industry is cyclical. So, by keeping close to the supply/demand equilibrium, the next boom/bust cycle may be milder.\nOn simplywall.st, the fair value of $53.85 is significantly below the recent price. Analysts are bullish. The average price target is ~$113.(per Tipranks).\nNvidia (NVDA)\nNo chip company has a bigger shortage problem than Nvidia. The Bitcoin craze continues to increase the demand for Nvidia graphics cards. Gaming customers are getting punished. The lack of supply is pushing the prices of the latest products.\nNvidia’s RTX 30xx series are the latest GPUs that consumers want. Just as the newest ones were impossible to buy last year, the same is happening this year. Gamers may add themselves to a waitlist. It will take months before they may pick up the gaming graphics card.\nAt the start of the year, the prices of the 3000 series from ASUS increased. Look out for prices increasing again alongside the price of Bitcoin.\nInvestors may build a five-year DCF EBITDA Exit model to calculate a fair value.\n\nSetting a 10% discount rate to account for the cyclical risks in semiconductor stocks, NVDA stock is worth around $642.\nQualcomm (QCOM)\nThe chip shortage is hurting Qualcomm. The firm is struggling to meet the strong demand for its processors. Its customer Samsung Electronics (OTCMKTS:SSNLF) is experiencing a shortage of Qualcomm application processors.\nAs a leading supplier to a fast-growing smartphone market, Qualcomm would benefit greatly from an end to the chip shortage. Samsung will meet second-quarter expectations. In the near term, it will still need to cut handset shipments.\nQualcomm’s Snapdragon 888 is manufactured with Samsung’s 5-nanometer manufacturing. AsReutersreported, this is hard to scale up quickly.\nQCOM stock peaked in early February. At a forward price-to-earnings in the mid-teens, markets unwittingly punished the stock for no reason. It commands an excellent profit margin and demand inelasticity. It may raise prices to offset the constrained supply. This would give profit margins a lift.\nTech Stocks: STMicroelectronics (STM)\nThis auto chip supplier discussed its shortage problems on its last conference call. President and CEO Jean-Marc Chery said that it did not face any shortage of silicon carbide. So, its second half will perform better than the first half of 2021 and better than last year.\nSTM faced some shortages in materials like a substrate.\nThis year, the production of 84 million to 90 million vehicles, plus a build-up in customer inventory, will drive semiconductor demand in automotive. Conversely, Chery mentioned that a drop in business from Huawei will weigh on results.He said, “Huawei will be a detractor, definitively in 2021 of the revenue.”\nLooking ahead, STM forecasts solid revenue growth for the year. Smart mobility, Internet of Things, 5G, and power energy management will lead the outperformance in the markets it serves.\nSTM stock gets very little attention despite its sustained uptrend over the last year. Once the industry works through the supply shortage, this firm will benefit from strong automotive demand this year.","news_type":1,"symbols_score_info":{"AMAT":0.9,"AMD":0.9,"INTC":0.9,"MU":0.9,"NVDA":0.9,"QCOM":0.9,"STM":0.9}},"isVote":1,"tweetType":1,"viewCount":1982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357764954,"gmtCreate":1617304577078,"gmtModify":1634521518980,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Wow!!!","listText":"Wow!!!","text":"Wow!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357764954","repostId":"1144081100","repostType":4,"repost":{"id":"1144081100","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":1617280365,"share":"https://www.laohu8.com/m/news/1144081100?lang=&edition=full","pubTime":"2021-04-01 20:32","market":"us","language":"en","title":"US.weekly jobless claims total 719,000, above expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1144081100","media":"Tiger Newspress","summary":"(April 1) First-time claims for jobless benefits were higher than expected last week, with 719,000 m","content":"<p>(April 1)&nbsp;First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.</p><p>The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.</p><p>While the number of weekly claims remains inordinately high by historical means, the trend is falling now that the U.S. economy continues to reopen and close to 3 million Americans receive vacations each day for Covid-19.</p><p>Continuing claims, which run a week behind the headline number, fell by 46,000 to just below 3.8 million.</p><p>The report comes a day ahead of the government’s nonfarm payrolls count for March, which is expected to show a gain of 675,000, to follow on February’s 379,000.</p><p>Along with the efforts to combat the virus, the Biden Administration continues to shovel money to boost an economy that is showing signs of solid growth. The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.</p><p>While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.</p><p>Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.</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>US.weekly jobless claims total 719,000, above expected</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.weekly jobless claims total 719,000, above expected\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\">2021-04-01 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 1)&nbsp;First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.</p><p>The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.</p><p>While the number of weekly claims remains inordinately high by historical means, the trend is falling now that the U.S. economy continues to reopen and close to 3 million Americans receive vacations each day for Covid-19.</p><p>Continuing claims, which run a week behind the headline number, fell by 46,000 to just below 3.8 million.</p><p>The report comes a day ahead of the government’s nonfarm payrolls count for March, which is expected to show a gain of 675,000, to follow on February’s 379,000.</p><p>Along with the efforts to combat the virus, the Biden Administration continues to shovel money to boost an economy that is showing signs of solid growth. The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.</p><p>While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.</p><p>Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144081100","content_text":"(April 1) First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.While the number of weekly claims remains inordinately high by historical means, the trend is falling now that the U.S. economy continues to reopen and close to 3 million Americans receive vacations each day for Covid-19.Continuing claims, which run a week behind the headline number, fell by 46,000 to just below 3.8 million.The report comes a day ahead of the government’s nonfarm payrolls count for March, which is expected to show a gain of 675,000, to follow on February’s 379,000.Along with the efforts to combat the virus, the Biden Administration continues to shovel money to boost an economy that is showing signs of solid growth. The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356876199,"gmtCreate":1616770171011,"gmtModify":1631886369986,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STPK\">$Star Peak Energy Transition(STPK)$</a> where is the peak in star peak? [疑问]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STPK\">$Star Peak Energy Transition(STPK)$</a> where is the peak in star peak? [疑问]","text":"$Star Peak Energy Transition(STPK)$ where is the peak in star peak? 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They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p>","source":"lsy1601382232898","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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</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\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327941945,"gmtCreate":1616054666887,"gmtModify":1703496936768,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327941945","repostId":"1138187457","repostType":4,"repost":{"id":"1138187457","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616052603,"share":"https://www.laohu8.com/m/news/1138187457?lang=&edition=full","pubTime":"2021-03-18 15:30","market":"us","language":"en","title":"AMC Shares Spike On Complete Reopening Optimism: What You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1138187457","media":"Benzinga","summary":"Shares of AMC Entertainment Holdings Inc. climbed almost 4% in extended trading on Wednesday after t","content":"<p>Shares of&nbsp;<b>AMC Entertainment Holdings Inc.</b>&nbsp;climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.</p>\n<p><b>What Happened:</b>With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.</p>\n<p>More than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.</p>\n<p>The company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.</p>\n<p>AMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.</p>\n<p><b>Why It Matters:</b>AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.</p>\n<p>It was&nbsp;reported&nbsp;last week that AMC is likely getting discounts on film-rental fees from&nbsp;<b>AT&amp;T Inc.’s</b>&nbsp;Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a&nbsp;cash crunch.</p>\n<p>Nevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as&nbsp;<b>GameStop Corp.</b>. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community&nbsp;r/WallStreetBets.</p>\n<p><b>Price Action:</b>AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.</p>\n<p></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>AMC Shares Spike On Complete Reopening Optimism: What You Need To Know</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\">\nAMC Shares Spike On Complete Reopening Optimism: What You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-18 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of&nbsp;<b>AMC Entertainment Holdings Inc.</b>&nbsp;climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.</p>\n<p><b>What Happened:</b>With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.</p>\n<p>More than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.</p>\n<p>The company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.</p>\n<p>AMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.</p>\n<p><b>Why It Matters:</b>AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.</p>\n<p>It was&nbsp;reported&nbsp;last week that AMC is likely getting discounts on film-rental fees from&nbsp;<b>AT&amp;T Inc.’s</b>&nbsp;Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a&nbsp;cash crunch.</p>\n<p>Nevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as&nbsp;<b>GameStop Corp.</b>. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community&nbsp;r/WallStreetBets.</p>\n<p><b>Price Action:</b>AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138187457","content_text":"Shares of AMC Entertainment Holdings Inc. climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.\nWhat Happened:With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.\nMore than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.\nThe company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.\nAMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.\nWhy It Matters:AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.\nIt was reported last week that AMC is likely getting discounts on film-rental fees from AT&T Inc.’s Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a cash crunch.\nNevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as GameStop Corp.. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community r/WallStreetBets.\nPrice Action:AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}