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2024-12-31

$Micron Technology(MU)$

2024-12-30

MU is only going to spiral downwards on this memory down cycle.

Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’

2024-12-30

Bullshit, its a cyclical down turn.

Micron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years

2024-09-10

It's a trap. Nasdaq MU will continue to fall

Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip

2024-08-26

Fake news. It will continue to fall

Sorry, the original content has been removed

2024-07-30

Can't trust these articles these days. Only direction is down!

Micron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now

2024-07-30

Fake news. It will only spiral down

The Tech Wreck Is Likely Over: Higher Prices Should Be Ahead

2023-03-22

Haha

US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus

2023-03-20

Y

Risky Credit Suisse Bond Wipeout Upends $275 Billion Market

2023-01-24

K

US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce

2021-04-25

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href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Micron Technology(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387364598218800","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387184445833336,"gmtCreate":1735568953733,"gmtModify":1735568958249,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"MU is only going to spiral downwards on this memory&nbsp;down cycle.&nbsp;","listText":"MU is only going to spiral downwards on this memory&nbsp;down cycle.&nbsp;","text":"MU is only going to spiral downwards on this memory down cycle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387184445833336","repostId":"2495158973","repostType":2,"repost":{"id":"2495158973","kind":"highlight","pubTimestamp":1735479722,"share":"https://ttm.financial/m/news/2495158973?lang=&edition=fundamental","pubTime":"2024-12-29 21:42","market":"us","language":"en","title":"Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’","url":"https://stock-news.laohu8.com/highlight/detail?id=2495158973","media":"Insider Monkey","summary":"We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc.  stands against other buzzing AI stocks on latest analyst ratings and news.CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.I think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc  in the back h","content":"<html><body><p>We recently published a list of <strong>10 Buzzing AI Stocks on Latest Analyst Ratings and News</strong>. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other buzzing AI stocks on latest analyst ratings and news.</p>\n<p>CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.</p>\n<blockquote>\n<p>“This cycle is unlike any other. I think most investors look back to the advent of the internet and how long the internet infrastructure investment cycle played out. But this one’s very different. The companies making the investments, predominantly the hyperscalers, are generating meaningful free cash flow despite spending hundreds of billions of dollars building out AI. Let’s be clear: this is existential for these companies as they all try to get to AGI. I think this is a multi-year investment cycle.”</p>\n</blockquote>\n<p>The analyst talked about the latest AI model released by OpenAI and said the race is now to reach artificial general intelligence (AGI) and companies would require more and more computing power to improve the reasoning capabilities of AI systems.</p>\n<p><b>READ ALSO: </b><b>7 Best Stocks to Buy For Long-Term</b><b> and </b><b>8 Cheap Jim Cramer Stocks to Invest In</b></p>\n<p>For this article, we picked 10 AI stocks currently making headlines on the back of latest analyst ratings and important news. With each stock, we have mentioned its hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points<b> (</b><b>see more details here</b><b>).</b></p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/Gc4T_wfef3fvoTlKk1hNEg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb\" width=\"1456\"/> A close-up view of a computer motherboard with integrated semiconductor chips. \n<h3>Micron Technology Inc (NASDAQ:MU)</h3>\n<p><b><i>Number of Hedge Fund Investors: 107</i></b><b><i></i></b></p>\n<p>Matthew Bryson from Bright Lake Wealth Management said while talking to Schwab Network in a latest program that he believes Micron Technology’s (NASDAQ:MU) problems are temporary in nature.</p>\n<blockquote>\n<p>“I think that a lot of the problems are very temporal in nature. Certainly, the extent of the decline was a bit of a surprise. But where you’ve got inventory right-sizing in handsets of smartphones, that’s not an end-market problem. It’s that our customers took on too much inventory, mostly late 2023. It just needs to get worked out, and I think that’s done by the end of Q1.</p>\n<p>I think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc (NASDAQ:MU) in the back half of calendar 2025.”</p>\n</blockquote>\n<p>How can Micron Technology Inc (NASDAQ:MU) make a turnaround?</p>\n<p>The company’s management expects PC unit growth to accelerate into the second half of calendar 2025. Nvidia’s (NVDA) Blackwell has only just begun ramping up production and 2025 is expected to show improved sequential and annual comparisons. Micron Technology Inc (NASDAQ:MU) management has also guided for a return to growth in the second half of the fiscal year and raised the estimate of the HBM market’s total addressable market to over $30 billion in 2025, driven by their sold-out position for the calendar year.</p>\n<p>Based on these factors, now could be the right time for long-term investors to pile into MU.</p>\n<p>Invesco Growth and Income Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its <strong>Q3 2024 investor letter</strong>:</p>\n<blockquote>\n<p><b>“Micron Technology, Inc.</b> (NASDAQ:MU): In late June, Micron reported earnings that were generally in line with expectations. However, management provided weaker guidance going forward. The stock immediately began to sell off, which continued through the third quarter as investors appeared to question the company’s long-term growth outlook. Rotation out of AI-related stocks also appeared to weigh on Micron Technology.”</p>\n</blockquote>\n<p>Overall, MU <strong><b>ranks 5th</b></strong> on our list of buzzing AI stocks on latest analyst ratings and news. While we acknowledge the potential of MU, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the <b>cheapest AI stock</b><b>.</b></p>\n<p><strong><b>READ NEXT:</b></strong> <strong><b>8 Best Wide Moat Stocks to Buy Now</b></strong><strong><b> and</b></strong><strong><b> 30 Most Important AI Stocks According to BlackRock</b></strong></p>\n<p>Disclosure: None. This article is originally published at <strong><b>Insider Monkey</b></strong><strong><b>.</b></strong></p></body></html>","source":"yahoofinance","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>Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’</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\">\nAnalyst: Micron Technology (MU) Problems Are ‘Very Temporal’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-29 21:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other ...</p>\n\n<a href=\"https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html\">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://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2495158973","content_text":"We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other buzzing AI stocks on latest analyst ratings and news.\nCJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.\n\n“This cycle is unlike any other. I think most investors look back to the advent of the internet and how long the internet infrastructure investment cycle played out. But this one’s very different. The companies making the investments, predominantly the hyperscalers, are generating meaningful free cash flow despite spending hundreds of billions of dollars building out AI. Let’s be clear: this is existential for these companies as they all try to get to AGI. I think this is a multi-year investment cycle.”\n\nThe analyst talked about the latest AI model released by OpenAI and said the race is now to reach artificial general intelligence (AGI) and companies would require more and more computing power to improve the reasoning capabilities of AI systems.\nREAD ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In\nFor this article, we picked 10 AI stocks currently making headlines on the back of latest analyst ratings and important news. With each stock, we have mentioned its hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A close-up view of a computer motherboard with integrated semiconductor chips. \nMicron Technology Inc (NASDAQ:MU)\nNumber of Hedge Fund Investors: 107\nMatthew Bryson from Bright Lake Wealth Management said while talking to Schwab Network in a latest program that he believes Micron Technology’s (NASDAQ:MU) problems are temporary in nature.\n\n“I think that a lot of the problems are very temporal in nature. Certainly, the extent of the decline was a bit of a surprise. But where you’ve got inventory right-sizing in handsets of smartphones, that’s not an end-market problem. It’s that our customers took on too much inventory, mostly late 2023. It just needs to get worked out, and I think that’s done by the end of Q1.\nI think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc (NASDAQ:MU) in the back half of calendar 2025.”\n\nHow can Micron Technology Inc (NASDAQ:MU) make a turnaround?\nThe company’s management expects PC unit growth to accelerate into the second half of calendar 2025. Nvidia’s (NVDA) Blackwell has only just begun ramping up production and 2025 is expected to show improved sequential and annual comparisons. Micron Technology Inc (NASDAQ:MU) management has also guided for a return to growth in the second half of the fiscal year and raised the estimate of the HBM market’s total addressable market to over $30 billion in 2025, driven by their sold-out position for the calendar year.\nBased on these factors, now could be the right time for long-term investors to pile into MU.\nInvesco Growth and Income Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q3 2024 investor letter:\n\n“Micron Technology, Inc. (NASDAQ:MU): In late June, Micron reported earnings that were generally in line with expectations. However, management provided weaker guidance going forward. The stock immediately began to sell off, which continued through the third quarter as investors appeared to question the company’s long-term growth outlook. Rotation out of AI-related stocks also appeared to weigh on Micron Technology.”\n\nOverall, MU ranks 5th on our list of buzzing AI stocks on latest analyst ratings and news. While we acknowledge the potential of MU, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387229205106960,"gmtCreate":1735568824936,"gmtModify":1735568828596,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"Bullshit, its a cyclical down turn.&nbsp;","listText":"Bullshit, its a cyclical down turn.&nbsp;","text":"Bullshit, its a cyclical down turn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387229205106960","repostId":"2495540576","repostType":2,"repost":{"id":"2495540576","kind":"highlight","pubTimestamp":1735560026,"share":"https://ttm.financial/m/news/2495540576?lang=&edition=fundamental","pubTime":"2024-12-30 20:00","market":"us","language":"en","title":"Micron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years","url":"https://stock-news.laohu8.com/highlight/detail?id=2495540576","media":"Simply Wall St.","summary":"While Micron Technology, Inc.  shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at least the stock is up over the last five years. In that time, it is up 65%, which isn't bad, but is below the market return of 97%.Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns.To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share  and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time.During the five years of share price growth, Micron Technology moved from a loss to profitability. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price.The graphic below depicts how EPS has changed over time .Pleas","content":"<html><body><p>While <strong>Micron Technology, Inc.</strong> (NASDAQ:MU) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at least the stock is up over the last five years. In that time, it is up 65%, which isn't bad, but is below the market return of 97%. </p>\n<p> Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns. </p>\n<p><span> View our latest analysis for Micron Technology </span></p>\n<p> To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. </p>\n<p> During the five years of share price growth, Micron Technology moved from a loss to profitability. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price. </p>\n<p> The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image). </p>\n<figure>\n<img height=\"520\" src=\"https://s.yimg.com/uu/api/res/1.2/kBHTqyv4zwFglBUktPy_TQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/405323c107993bd6100ae79869e12816\" width=\"821\"/>\n<figcaption>\n  NasdaqGS:MU Earnings Per Share Growth December 30th 2024\n </figcaption>\n</figure>\n<p> We know that Micron Technology has improved its bottom line lately, but is it going to grow revenue? Check if analysts think Micron Technology will grow revenue in the future. </p>\n<h2>What About Dividends?</h2>\n<p> As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Micron Technology's TSR for the last 5 years was 69%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! </p>\n<h2>A Different Perspective</h2>\n<p> Micron Technology provided a TSR of 4.2% over the last twelve months. But that return falls short of the market. It's probably a good sign that the company has an even better long term track record, having provided shareholders with an annual TSR of 11% over five years. It may well be that this is a business worth popping on the watching, given the continuing positive reception, over time, from the market. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For instance, we've identified  <strong> 1 warning sign for Micron Technology</strong>  that you should be aware of. </p>\n<p> If you like to buy stocks alongside management, then you might just love this <strong>free</strong> list of companies. (Hint: many of them are unnoticed AND have attractive valuation). </p>\n<p><em>Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.</em></p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance","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>Micron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years</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\">\nMicron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-30 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/micron-technologys-nasdaq-mu-investors-120026709.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Micron Technology, Inc. (NASDAQ:MU) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at ...</p>\n\n<a href=\"https://finance.yahoo.com/news/micron-technologys-nasdaq-mu-investors-120026709.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","NVIW.SI":"NVDA 3xLongSG261006","NDAQ":"纳斯达克OMX交易所","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","PSQ":"纳指反向ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4566":"资本集团","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","SQQQ":"纳指三倍做空ETF","MU":"美光科技","BK4112":"金融交易所和数据","QLD":"纳指两倍做多ETF","BK4527":"明星科技股","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","USAW.SI":"AMZN 3xLongSG261006","BK4588":"碎股","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4141":"半导体产品","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","USJW.SI":"ALPHAB 3xLongSG261006","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4512":"苹果概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","TSYW.SI":"TESLA 3xLongSG261006","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC",".IXIC":"NASDAQ Composite","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD"},"source_url":"https://finance.yahoo.com/news/micron-technologys-nasdaq-mu-investors-120026709.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2495540576","content_text":"While Micron Technology, Inc. (NASDAQ:MU) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at least the stock is up over the last five years. In that time, it is up 65%, which isn't bad, but is below the market return of 97%. \n Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns. \n View our latest analysis for Micron Technology \n To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. \n During the five years of share price growth, Micron Technology moved from a loss to profitability. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price. \n The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image). \n\n\n\n  NasdaqGS:MU Earnings Per Share Growth December 30th 2024\n \n\n We know that Micron Technology has improved its bottom line lately, but is it going to grow revenue? Check if analysts think Micron Technology will grow revenue in the future. \nWhat About Dividends?\n As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Micron Technology's TSR for the last 5 years was 69%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! \nA Different Perspective\n Micron Technology provided a TSR of 4.2% over the last twelve months. But that return falls short of the market. It's probably a good sign that the company has an even better long term track record, having provided shareholders with an annual TSR of 11% over five years. It may well be that this is a business worth popping on the watching, given the continuing positive reception, over time, from the market. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For instance, we've identified   1 warning sign for Micron Technology  that you should be aware of. \n If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: many of them are unnoticed AND have attractive valuation). \nPlease note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.\nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347892997099728,"gmtCreate":1725975786118,"gmtModify":1725975790200,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"It's a trap. Nasdaq MU will continue to fall","listText":"It's a trap. Nasdaq MU will continue to fall","text":"It's a trap. Nasdaq MU will continue to fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347892997099728","repostId":"2466939911","repostType":2,"repost":{"id":"2466939911","kind":"highlight","pubTimestamp":1725885000,"share":"https://ttm.financial/m/news/2466939911?lang=&edition=fundamental","pubTime":"2024-09-09 20:30","market":"us","language":"en","title":"Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2466939911","media":"Zacks","summary":"September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.The extremely overvalued artificial intelligence  stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.TSM is the largest manufacturer of NVIDIA Corp.’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to Advanced Micro Devices Inc. AMD and Intel Corp. INTC to name a few.","content":"<html><body><p>September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&amp;P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.  </p>\n<p>The extremely overvalued artificial intelligence (AI) stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.</p>\n<p>Three such stocks are: <strong>Taiwan Semiconductor Manufacturing Company Ltd. </strong>TSM, <strong>Micron Technology Inc. </strong>MU and <strong>NetApp Inc.</strong> NTAP. All three stocks currently carry a Zacks Rank #2 (Buy). You can see <strong>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</strong>. </p>\n<h2>Is Recession Nearby or a Knee-Jerk Expression? </h2>\n<p>Theoretically a recession means contraction of GDP (negative GDP growth rate) for two consecutive quarters. The U.S. GDP grew at 1.4% in first-quarter 2024. The second reading of second-quarter GDP was 3%. On Sept 4, the Atlanta Fed GDPNow projected a 2.1% GDP growth rate for the third quarter. </p>\n<p>Some soft key economic data over a period of time never indicate a nearby recession. In fact, the Fed was eagerly waiting for these weak economic data, especially labor market data, along with a gradually declining inflation rate, in order to initiate a rate-cut regime. </p>\n<p>Finally, the recent AI turmoil is nothing but profit-taking, especially on the part of institutional investors. Stock markets consist of bull and bear operators. As bulls fly high, bears wait quietly for a suitable time and some reasons to be good enough for profit-booking so that they can reenter the market at a reasonably low level. </p>\n<p>So far, this year, buy-on-the-dip remains the best investment strategy. Every dip in stocks, especially in AI-giants, has resulted in more aggressive returns in a short span. This time too, the same outcome will appear. </p>\n<h2>Three AI-Focused Stocks With Significant Price Upside</h2>\n<h2>Taiwan Semiconductor Manufacturing Co. Ltd.</h2>\n<p>Taiwan Semiconductor has become a new poster boy on the global artificial intelligence (AI) frenzy. TSM is the largest manufacturer of AI-based chipsets for the world’s best AI chipset developers. The company is experiencing solid demand for its advanced technologies, such as 3-nanometer (nm) and 5nm. TSM’s growing efforts to ramp up the production of 3nm and development of 2nm is a plus.</p>\n<p>TSM is the largest manufacturer of <strong>NVIDIA Corp.</strong>’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to <strong>Advanced Micro Devices Inc.</strong> AMD and<strong> Intel Corp. </strong>INTC to name a few. </p>\n<h2>Solid Earnings Estimate Revisions for TSM Stock</h2>\n<p>TSM has an expected revenue and earnings growth rate of 23.6% and 24.5%, respectively, for the current year. The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 30 days.</p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/u30VADam2vec.M1RcGDjzQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/4dd0e622d148cd62a25d04601ba507bc\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Huge Price Upside Potential for TSM Shares</h2>\n<p>The stock price of Taiwan Semiconductor has jumped 50.8% year to date. In the past month shares have fallen 4.7%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 25.1% from the last closing price of $156.82. The brokerage target price is currently in the range of $170-$250.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/ZB15PBNdTXGebrQZoWUozw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/a3b92fcc310f747b811525f6c940b0a3\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Micron Technology Inc.</h2>\n<p>Micron Technology has been benefiting from the enormous growth of AI applications that boosted demand for its high bandwidth memory chips. MU is a major producer of memory chips used in NVIDIA’s GPUs. MU is benefiting from improved market conditions, robust sales executions and strong growth across multiple business units.</p>\n<p>Micron Technology anticipates the pricing of DRAM and NAND chips to increase, thereby improving its revenues. The pricing benefits will primarily be driven by rising AI servers, causing a scarcity in the availability of cutting-edge DRAM and NAND supplies. Also, 5G adoption in IoT devices and wireless infrastructure will spur demand for memory and storage.</p>\n<h2>Strong Earnings Estimate Revisions for MU Stock</h2>\n<p>MU has an expected revenue and earnings growth rate of 57% and more than 100%, respectively, for the current year (ending August 2025). The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 60 days.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/1zHWFkF5N_nMUX1Q32TpsQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e1821368c6fc204498debd190b2882cb\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Tremendous Price Upside Potential for MU Shares</h2>\n<p>The stock price of Micron Technology has advanced a meager 1.3% year to date. In the past month shares have fallen 6.2%. Despite this, the short-term average price target of brokerage firms for the stock represents a jump of 80% from the last closing price of $86.38. The brokerage target price is currently in the range of $100-$225.</p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/congqZTSIdTxVUUQFq3NBw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/6e8cf3856fdd51726289bc7e2e836e20\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>NetApp Inc.</h2>\n<p>NetApp’s performance is being driven by demand across the all-flash and cloud storage portfolio. In the fourth quarter of 2024, all-Flash Array Business’ annualized revenue run rate was $3.6 billion, up 17% year over year. </p>\n<p>NetApp expects its expertise in tackling critical customer priorities, such as AI, business analytics, cloud transitions, data security and application modernization, to drive expansion. The enterprise storage products of NTAP will allow users to boost their workload including traditional enterprise applications and generative AI. </p>\n<h2>Robust Earnings Estimate Revisions for NTAP Stock</h2>\n<p>NTAP has an expected revenue and earnings growth rate of 4.9% and 8.8%, respectively, for the current year (ending April 2025). The Zacks Consensus Estimate for the current-quarter, next-quarter, current-year and next-year earnings has improved over the last 30 days.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/kZRpH3mp02vhVKTFJfi0Sw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/3dacd1e43a017861a97fa474b06cf247\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Attractive Price Upside Potential for NTAP Shares</h2>\n<p>The stock price of NetApp has climbed 29.6% year to date. In the past month shares have fallen 4.2%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 13.3% from the last closing price of $114.18. The brokerage target price is currently in the range of $108-$155.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/taP1usiTyLGZAXKJcse0AA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e2b68efd378f35df84fb63b32fa13bd6\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Intel Corporation (INTC) : Free Stock Analysis Report</p>\n<p>Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report</p>\n<p>NetApp, Inc. (NTAP) : Free Stock Analysis Report</p>\n<p>Micron Technology, Inc. (MU) : Free Stock Analysis Report</p>\n<p>NVIDIA Corporation (NVDA) : Free Stock Analysis Report</p>\n<p>Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip</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\">\nGolden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-09 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four...</p>\n\n<a href=\"https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/as5m4_sYhwbum22y4k2zVQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/d43cb7b76527c97c59494165d3dffeae","relate_stocks":{"LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4529":"IDC概念","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","NTAP":"美国网存","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","03145":"华夏亚洲高息股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","MU":"美光科技","BK4533":"AQR资本管理(全球第二大对冲基金)","COMP":"Compass, Inc.","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4526":"热门中概股","BK4503":"景林资产持仓","L":"洛斯公司","BK4551":"寇图资本持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0109392836.USD":"富兰克林科技股A","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","TSM":"台积电","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2466939911","content_text":"September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.  \nThe extremely overvalued artificial intelligence (AI) stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.\nThree such stocks are: Taiwan Semiconductor Manufacturing Company Ltd. TSM, Micron Technology Inc. MU and NetApp Inc. NTAP. All three stocks currently carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. \nIs Recession Nearby or a Knee-Jerk Expression? \nTheoretically a recession means contraction of GDP (negative GDP growth rate) for two consecutive quarters. The U.S. GDP grew at 1.4% in first-quarter 2024. The second reading of second-quarter GDP was 3%. On Sept 4, the Atlanta Fed GDPNow projected a 2.1% GDP growth rate for the third quarter. \nSome soft key economic data over a period of time never indicate a nearby recession. In fact, the Fed was eagerly waiting for these weak economic data, especially labor market data, along with a gradually declining inflation rate, in order to initiate a rate-cut regime. \nFinally, the recent AI turmoil is nothing but profit-taking, especially on the part of institutional investors. Stock markets consist of bull and bear operators. As bulls fly high, bears wait quietly for a suitable time and some reasons to be good enough for profit-booking so that they can reenter the market at a reasonably low level. \nSo far, this year, buy-on-the-dip remains the best investment strategy. Every dip in stocks, especially in AI-giants, has resulted in more aggressive returns in a short span. This time too, the same outcome will appear. \nThree AI-Focused Stocks With Significant Price Upside\nTaiwan Semiconductor Manufacturing Co. Ltd.\nTaiwan Semiconductor has become a new poster boy on the global artificial intelligence (AI) frenzy. TSM is the largest manufacturer of AI-based chipsets for the world’s best AI chipset developers. The company is experiencing solid demand for its advanced technologies, such as 3-nanometer (nm) and 5nm. TSM’s growing efforts to ramp up the production of 3nm and development of 2nm is a plus.\nTSM is the largest manufacturer of NVIDIA Corp.’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to Advanced Micro Devices Inc. AMD and Intel Corp. INTC to name a few. \nSolid Earnings Estimate Revisions for TSM Stock\nTSM has an expected revenue and earnings growth rate of 23.6% and 24.5%, respectively, for the current year. The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 30 days.\nImage Source: Zacks Investment Research\nHuge Price Upside Potential for TSM Shares\nThe stock price of Taiwan Semiconductor has jumped 50.8% year to date. In the past month shares have fallen 4.7%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 25.1% from the last closing price of $156.82. The brokerage target price is currently in the range of $170-$250.\nImage Source: Zacks Investment Research\nMicron Technology Inc.\nMicron Technology has been benefiting from the enormous growth of AI applications that boosted demand for its high bandwidth memory chips. MU is a major producer of memory chips used in NVIDIA’s GPUs. MU is benefiting from improved market conditions, robust sales executions and strong growth across multiple business units.\nMicron Technology anticipates the pricing of DRAM and NAND chips to increase, thereby improving its revenues. The pricing benefits will primarily be driven by rising AI servers, causing a scarcity in the availability of cutting-edge DRAM and NAND supplies. Also, 5G adoption in IoT devices and wireless infrastructure will spur demand for memory and storage.\nStrong Earnings Estimate Revisions for MU Stock\nMU has an expected revenue and earnings growth rate of 57% and more than 100%, respectively, for the current year (ending August 2025). The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 60 days.\nImage Source: Zacks Investment Research\nTremendous Price Upside Potential for MU Shares\nThe stock price of Micron Technology has advanced a meager 1.3% year to date. In the past month shares have fallen 6.2%. Despite this, the short-term average price target of brokerage firms for the stock represents a jump of 80% from the last closing price of $86.38. The brokerage target price is currently in the range of $100-$225.\nImage Source: Zacks Investment Research\nNetApp Inc.\nNetApp’s performance is being driven by demand across the all-flash and cloud storage portfolio. In the fourth quarter of 2024, all-Flash Array Business’ annualized revenue run rate was $3.6 billion, up 17% year over year. \nNetApp expects its expertise in tackling critical customer priorities, such as AI, business analytics, cloud transitions, data security and application modernization, to drive expansion. The enterprise storage products of NTAP will allow users to boost their workload including traditional enterprise applications and generative AI. \nRobust Earnings Estimate Revisions for NTAP Stock\nNTAP has an expected revenue and earnings growth rate of 4.9% and 8.8%, respectively, for the current year (ending April 2025). The Zacks Consensus Estimate for the current-quarter, next-quarter, current-year and next-year earnings has improved over the last 30 days.\nImage Source: Zacks Investment Research\nAttractive Price Upside Potential for NTAP Shares\nThe stock price of NetApp has climbed 29.6% year to date. In the past month shares have fallen 4.2%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 13.3% from the last closing price of $114.18. The brokerage target price is currently in the range of $108-$155.\nImage Source: Zacks Investment Research\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nIntel Corporation (INTC) : Free Stock Analysis Report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nNetApp, Inc. (NTAP) : Free Stock Analysis Report\nMicron Technology, Inc. (MU) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTaiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342732184690904,"gmtCreate":1724681475512,"gmtModify":1724681479153,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"Fake news. It will continue to fall","listText":"Fake news. It will continue to fall","text":"Fake news. It will continue to fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342732184690904","repostId":"2462913768","repostType":2,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333088448262248,"gmtCreate":1722348463080,"gmtModify":1722348467048,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"Can't trust these articles these days. Only direction is down!","listText":"Can't trust these articles these days. Only direction is down!","text":"Can't trust these articles these days. Only direction is down!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333088448262248","repostId":"2455459106","repostType":2,"repost":{"id":"2455459106","kind":"highlight","pubTimestamp":1722294558,"share":"https://ttm.financial/m/news/2455459106?lang=&edition=fundamental","pubTime":"2024-07-30 07:09","market":"us","language":"en","title":"Micron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2455459106","media":"Insider Monkey","summary":"We recently compiled a list of the 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks. In this article, we are going to take a look at where Micron Technology, Inc.  stands against the other stocks.Established in 1997, Peconic Partners is a hedge fund manager based in New York, under the leadership of William Harnisch. The firm manages both its capital and that of its clients, using long/short equity hedge fund strategies. It also follows a thematic investment approach with a structured and consistent methodology, aiming to achieve positive returns over the long term regardless of market conditions.Peconic Partners's stock selection approach is driven by its deep experience. The Peconic Partners investment strategy has a history spanning over 40 years, originating with its predecessor firm. Peconic Partners' long-term track record, history of capital appreciation, and past ability to generate alpha are testaments to the vision, insight, and patience derived from their experien","content":"<html><body><p>We recently compiled a list of the <strong>191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks</strong>. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks.</p>\n<p>Established in 1997, Peconic Partners is a hedge fund manager based in New York, under the leadership of William Harnisch. The firm manages both its capital and that of its clients, using long/short equity hedge fund strategies. It also follows a thematic investment approach with a structured and consistent methodology, aiming to achieve positive returns over the long term regardless of market conditions.</p>\n<p>Peconic Partners's stock selection approach is driven by its deep experience. The Peconic Partners investment strategy has a history spanning over 40 years, originating with its predecessor firm. Peconic Partners' long-term track record, history of capital appreciation, and past ability to generate alpha are testaments to the vision, insight, and patience derived from their experience.</p>\n<p>William Harnisch is the Chief Investment Strategist at Peconic Partners. He managed Peconic Partners from the late 1970s until 1997 when the long-only business was sold to a privately-held financial services firm aiming to expand its asset management business. However, William Harnisch and his partners retained exclusive ownership of the hedge business. In December 2004, he and the current Peconic team formed Peconic Partners, continuing the successful and disciplined hedge fund strategy practiced since the late 1970s.</p>\n<p>Mr. Harnisch's career began in 1968 at Chase Manhattan Bank. He later joined Forstmann-Leff Associates (FLA), managing assets exceeding $5 billion and entering the hedge fund business in 1986. In 1997, he sold FLA's long-only business and in 2004, he founded Peconic Partners to concentrate on hedged products. William Harnisch holds a B.B.A. from Baruch College and is a Chartered Financial Analyst. He is active in philanthropy through the William F. Harnisch Foundation and is a board member of the Baruch College Fund. His market insights have been featured in the Wall Street Journal and Barron’s.</p>\n<p>In 2023, Peconic Partners LLC regained the top spot on HedgeFollow's Top 20 Best Performing Hedge Funds list. Despite challenges like rising inflation and market volatility, Peconic Partners delivered a remarkable 191.50% performance over three years. This achievement is significant as many money managers struggled during a surprising market rally. While only 38% of large-cap mutual funds beat the market in 2023, and long-short hedge funds saw minimal gains, Peconic Partners excelled. For the fourth year in a row, the New York-based fund achieved an annual gain of 38%, three times higher than the S&amp;P 500’s performance.</p>\n<p>In late December of 2023, Mr. Harnisch increased bets against the SPDR S&amp;P 500 ETF Trust and took short positions in expensive industrial stocks and consumer-product makers that have raised prices aggressively. This caused the fund's net leverage to decrease from 50% to 33% in a few weeks, and it has continued to drop in early 2024.</p>\n<p><em><strong>Our Methodology</strong></em></p>\n<p>The companies mentioned in this article come from Peconic Hedge Fund's top 10 stock picks at the end of the first quarter of 2024. To give readers a thorough understanding of these companies, we've included analyst ratings and other relevant details. We also mention the number of hedge fund investors in each company. Why focus on the stocks that hedge funds invest in? Our research shows that mimicking the top picks of the best hedge funds can lead to market-beating returns. Our quarterly newsletter's strategy, which selects 14 small-cap and large-cap stocks each quarter, has returned 275% since May 2014, outperforming its benchmark by 150 percentage points. (<strong>see more details here</strong>)</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/Gc4T_wfef3fvoTlKk1hNEg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb\" width=\"1456\"/> A close-up view of a computer motherboard with integrated semiconductor chips. \n<h3>Micron Technology, Inc. (NASDAQ:MU)</h3>\n<p><em><strong>Number of Hedge Fund Holders:\n    115</strong></em></p>\n<p>Micron Technology, Inc. (NASDAQ:MU) ranks 4th in Peconic Hedge Fund's top 10 stock picks. According to regulatory filings for the first quarter of 2024, Peconic Partners owned 775,000 shares of Micron Technology, Inc. (NASDAQ:MU), worth $91,364,750, representing 4.05% of their portfolio. Micron Technology, Inc. (NASDAQ:MU) is enjoying increased profitability thanks to strong demand for its memory and storage products. Micron Technology, Inc. (NASDAQ:MU) exceeded profit expectations for Q3 2024, with sales surging, and plans to boost capital expenditures to meet this demand.</p>\n<p>Financial researcher On the Pulse stated that Micron Technology, Inc. (NASDAQ:MU)'s stock is undervalued, trading at less than 13.9 times its earnings, and has the potential for substantial sales growth in 2025.</p>\n<p>ClearBridge Value Equity Strategy stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2024 investor letter:</p>\n<blockquote>\n<p>“Stock selection in the IT sector proved to be the largest contributor to performance, particularly driven by the strong performance of <strong>Micron Technology, Inc.</strong> (NASDAQ:MU) The company, which designs, develops, manufactures and sells memory and storage products, continued its strong performance alongside other AI beneficiaries as the anticipated demand for new and additional storage essential for housing and training large language AI models continues to grow.”</p>\n</blockquote>\n<p>Overall MU <strong>ranks 4th</strong> on our list of Peconic Partners' top 10 stock picks. You can visit <strong>191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks</strong><strong> </strong>to see the other stocks that are on hedge funds’ radar. While we recognize MU's potential as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the<strong> cheapest AI stock</strong>.</p>   \n<p><strong>READ NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and Jim Cramer is Recommending These 10 Stocks in June.</strong></p>   \n<p>Disclosure: None. This article is originally published at Insider Monkey.</p></body></html>","source":"yahoofinance","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>Micron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now</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\">\nMicron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-30 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/micron-technology-inc-mu-peconic-230918936.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against...</p>\n\n<a href=\"https://finance.yahoo.com/news/micron-technology-inc-mu-peconic-230918936.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/WV1rZpZVZ5.vOErnVRlVLA--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/micron-technology-inc-mu-peconic-230918936.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2455459106","content_text":"We recently compiled a list of the 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks.\nEstablished in 1997, Peconic Partners is a hedge fund manager based in New York, under the leadership of William Harnisch. The firm manages both its capital and that of its clients, using long/short equity hedge fund strategies. It also follows a thematic investment approach with a structured and consistent methodology, aiming to achieve positive returns over the long term regardless of market conditions.\nPeconic Partners's stock selection approach is driven by its deep experience. The Peconic Partners investment strategy has a history spanning over 40 years, originating with its predecessor firm. Peconic Partners' long-term track record, history of capital appreciation, and past ability to generate alpha are testaments to the vision, insight, and patience derived from their experience.\nWilliam Harnisch is the Chief Investment Strategist at Peconic Partners. He managed Peconic Partners from the late 1970s until 1997 when the long-only business was sold to a privately-held financial services firm aiming to expand its asset management business. However, William Harnisch and his partners retained exclusive ownership of the hedge business. In December 2004, he and the current Peconic team formed Peconic Partners, continuing the successful and disciplined hedge fund strategy practiced since the late 1970s.\nMr. Harnisch's career began in 1968 at Chase Manhattan Bank. He later joined Forstmann-Leff Associates (FLA), managing assets exceeding $5 billion and entering the hedge fund business in 1986. In 1997, he sold FLA's long-only business and in 2004, he founded Peconic Partners to concentrate on hedged products. William Harnisch holds a B.B.A. from Baruch College and is a Chartered Financial Analyst. He is active in philanthropy through the William F. Harnisch Foundation and is a board member of the Baruch College Fund. His market insights have been featured in the Wall Street Journal and Barron’s.\nIn 2023, Peconic Partners LLC regained the top spot on HedgeFollow's Top 20 Best Performing Hedge Funds list. Despite challenges like rising inflation and market volatility, Peconic Partners delivered a remarkable 191.50% performance over three years. This achievement is significant as many money managers struggled during a surprising market rally. While only 38% of large-cap mutual funds beat the market in 2023, and long-short hedge funds saw minimal gains, Peconic Partners excelled. For the fourth year in a row, the New York-based fund achieved an annual gain of 38%, three times higher than the S&P 500’s performance.\nIn late December of 2023, Mr. Harnisch increased bets against the SPDR S&P 500 ETF Trust and took short positions in expensive industrial stocks and consumer-product makers that have raised prices aggressively. This caused the fund's net leverage to decrease from 50% to 33% in a few weeks, and it has continued to drop in early 2024.\nOur Methodology\nThe companies mentioned in this article come from Peconic Hedge Fund's top 10 stock picks at the end of the first quarter of 2024. To give readers a thorough understanding of these companies, we've included analyst ratings and other relevant details. We also mention the number of hedge fund investors in each company. Why focus on the stocks that hedge funds invest in? Our research shows that mimicking the top picks of the best hedge funds can lead to market-beating returns. Our quarterly newsletter's strategy, which selects 14 small-cap and large-cap stocks each quarter, has returned 275% since May 2014, outperforming its benchmark by 150 percentage points. (see more details here)\n A close-up view of a computer motherboard with integrated semiconductor chips. \nMicron Technology, Inc. (NASDAQ:MU)\nNumber of Hedge Fund Holders:\n    115\nMicron Technology, Inc. (NASDAQ:MU) ranks 4th in Peconic Hedge Fund's top 10 stock picks. According to regulatory filings for the first quarter of 2024, Peconic Partners owned 775,000 shares of Micron Technology, Inc. (NASDAQ:MU), worth $91,364,750, representing 4.05% of their portfolio. Micron Technology, Inc. (NASDAQ:MU) is enjoying increased profitability thanks to strong demand for its memory and storage products. Micron Technology, Inc. (NASDAQ:MU) exceeded profit expectations for Q3 2024, with sales surging, and plans to boost capital expenditures to meet this demand.\nFinancial researcher On the Pulse stated that Micron Technology, Inc. (NASDAQ:MU)'s stock is undervalued, trading at less than 13.9 times its earnings, and has the potential for substantial sales growth in 2025.\nClearBridge Value Equity Strategy stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2024 investor letter:\n\n“Stock selection in the IT sector proved to be the largest contributor to performance, particularly driven by the strong performance of Micron Technology, Inc. (NASDAQ:MU) The company, which designs, develops, manufactures and sells memory and storage products, continued its strong performance alongside other AI beneficiaries as the anticipated demand for new and additional storage essential for housing and training large language AI models continues to grow.”\n\nOverall MU ranks 4th on our list of Peconic Partners' top 10 stock picks. You can visit 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks to see the other stocks that are on hedge funds’ radar. While we recognize MU's potential as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.   \nREAD NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and Jim Cramer is Recommending These 10 Stocks in June.   \nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332867567485032,"gmtCreate":1722294537109,"gmtModify":1722294540485,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"Fake news. It will only spiral down","listText":"Fake news. It will only spiral down","text":"Fake news. It will only spiral down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332867567485032","repostId":"2455963666","repostType":2,"repost":{"id":"2455963666","kind":"highlight","pubTimestamp":1722268573,"share":"https://ttm.financial/m/news/2455963666?lang=&edition=fundamental","pubTime":"2024-07-29 23:56","market":"hk","language":"en","title":"The Tech Wreck Is Likely Over: Higher Prices Should Be Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2455963666","media":"seekingalpha","summary":"Is the pullback over already?Or is there more pain ahead?","content":"<html><body><ul><li>Recent market volatility led to a 5% pullback in the S&amp;P 500, with some high quality tech stocks declining by 20-30% or more.</li><li>Despite near-term volatility, the market's intermediate and longer-term outlook remains favorable, with a potential buying opportunity for high-quality stocks.</li><li>Anticipation of a September rate cut by the Fed could provide a positive environment for risk assets, including high-quality stocks, with valuations remaining reasonable.</li><li>Nasdaq 100 futures declined by 10%, bringing tech stocks into a support/buy-in zone, potentially signaling a bottom for the sector.</li><li>Many top tech stocks experienced significant declines during the recent correction, suggesting a reset process that could lead to a new uptrend.</li></ul><p><figure><picture><img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>DNY59</p></figcaption></figure></p> <p>We recently witnessed an increase in volatility, so I began exploring several compelling buying opportunities last week. Was this the highly anticipated correction? Is the pullback over already? Or is there more pain ahead?</p> <h2>An Exciting Several Weeks In<span> The Market</span> </h2> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/29/48200183-17222421595774693.png\" width=\"640\"/></span><figcaption><p>SPX (StockCharts.com | Advanced Financial Charts &amp; Technical Analysis Tools)</p></figcaption></figure></p> <p>These past few weeks have been exciting, especially since the highly anticipated pullback began. The S&amp;P 500 Index (SP500, SPX) had become extremely overbought on a near-term basis and needed to reset. The peak-to-trough pullback has been 5%. Whether that is enough remains to be seen. Still, seeing some healthy rotation and a constructive pullback in many high-quality stocks that got ahead of themselves technically and from a valuation standpoint is a relief.</p> <p>From a technical standpoint, the crucial support remains at the 5,400-5,300 level, and the SPX had a<span> constructive rebound off this critical support point. While we may see more transitory volatility here in the near term, the intermediate and longer-term images remain favorable, and the bullish uptrend remains intact. Therefore, I am treating the recent weakness as a compelling buying opportunity, and I will buy more high-quality stocks if the volatility persists.</span></p> <h2>Tech - Could Have Bottomed</h2> <p>For tech, we usually follow the NASDAQ 100-Index (<span>NDX</span>) futures, and I also like the Invesco QQQ Trust ETF (QQQ), the \"Nasdaq 100\" ETF. While the SPX declined by a textbook 5% in the recent rotation and pullback phase, the Nasdaq 100 futures declined by precisely 10%.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/29/48200183-17222432758117392.png\" width=\"640\"/></span><figcaption><p>QQQ (StockCharts.com | Advanced Financial Charts &amp; Technical Analysis Tools)</p></figcaption></figure></p> <p>We witnessed a 10% drop in the QQQ, bringing it down into our $460-450 support/buy-in zone. We also see QQQ going from being highly overbought technically to neutral, and now it is approaching oversold conditions. QQQ also dropped below its 50-day MA, much like during prior pullbacks. While there may be more transitory downside, this is a solid spot to increase specific tech. Furthermore, while the QQQ declined by 10%, many top tech stocks got hammered during the recent correction.</p> <p><strong>For Instance:</strong></p> <ul> <li>Apple Inc. (AAPL): 10%.</li> <li>Microsoft Corporation (MSFT): 11%.</li> <li>NVIDIA Corporation (NVDA): 25%.</li> <li>Amazon.com, Inc. (AMZN): 12%.</li> <li>Alphabet Inc. (GOOG, GOOGL): 15%.</li> <li><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META): 18%.</li> <li>Broadcom Inc. (AVGO): 22%.</li> <li>Advanced Micro Devices, Inc. (AMD): 27%.</li> <li>Tesla, Inc. (TSLA): 20%.</li> <li>Micron Technology, Inc. (MU): 33%.</li> <li>Dell Technologies Inc. (DELL): 38%.</li> <li>Snap Inc. (SNAP): 24%.</li> <li><a href=\"https://laohu8.com/S/SOUNW\">SoundHound AI, Inc.</a> (SOUN): 32%.</li> </ul> <p>While some \"top stocks\" only declined by 10-15%, many other mega gap tech companies declined by 20-30% (or more) during the recent sell-off process. This dynamic suggests that tech stocks may have gone through a constructive reset process and could begin their next move higher again soon.</p> <h2>Focusing On The Constructive Fundamental Set-Up</h2> <p>Instead of over-focusing on standard near-term market gyrations, market participants should focus on the intermediate and longer-term image favorable for high-quality equities. Solid earnings, robust economic data, decreasing inflation, and an approaching monetary easing cycle should provide a highly constructive atmosphere for stocks and other risk assets.</p> <h2>Big Tech Earnings In Focus</h2> <p>Many companies have beat their top and bottom line earnings estimates and are guiding to higher next-quarter and full-year targets than anticipated. This week is the busiest week of earnings season, with companies like Microsoft, AMD, Meta, Apple, Amazon, and other mega caps reporting earnings.</p> <p>Many stocks have been punished badly during the run-up in tech earnings. Therefore, we may not need stellar results, as the stocks are beaten up anyway. In-line or slightly better tech earnings could be enough to set the high-quality stocks here back on track in their long-term upward trajectories. Moreover, it's not just tech earnings, as we have the crucial FOMC meeting and the critical jobs numbers this week.</p> <h2><strong>This Week's Economic Data</strong></h2> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"547\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/29/48200183-1722245498634594.png\" width=\"640\"/></span><figcaption><p>Data (Investing.com - Stock Market Quotes &amp; Financial News)</p></figcaption></figure></p> <p>There is plenty of news, but the most crucial elements are the FOMC interest rate decision and statement on Wednesday and Friday's critical non-farm payrolls release. There's about a 96% probability that the Fed will leave the benchmark unchanged. Therefore, the market is pricing a \"no move\" Wednesday. Still, we want language indicating a high probability of a rate cut in September, as the market is pricing one in. The market could react negatively to any hawkish tone, as moving away from the September rate cut could upset the existing state of affairs here.</p> <h2>Fed Likely To Cut In September - 25 or 50 Bps?</h2> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"395\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/29/48200183-17222458850996284.png\" width=\"640\"/></span><figcaption><p>Rate probabilities (CMEGroup.com)</p></figcaption></figure></p> <p>There is now a 100% probability of a September rate cut. The question now is whether it will be 25 Bps or 50. There is about an 88% chance of a 25 Bps cut and about a 12% chance of a 50 Bps cut. Therefore, the cut will likely be 25 Bps, but that is not likely to disappoint markets. The crucial factor is to get the rate cuts going. Once the easing policy is in motion, stopping will be very challenging. The Fed may need to tolerate higher inflation in the future, but this could be positive for most risk assets, especially high-quality stocks. Significant liquidity could find its place in the market soon, and a solid place for it to flow into is high-quality stocks.</p> <p>Furthermore, we could see the odds of a 50 Bps move increasing, and the upcoming payroll report could increase the odds. The market is looking for 177K jobs, and the Goldilocks number is likely around 100-200K. However, we must walk a delicate tightrope, as we don't want a number below 100K because it seems too weak. We can see some softness in the labor market, but we must avoid deterioration as it could increase the prospects of a hard landing/possible recession, which we want to avoid.</p> <p>Therefore, it's best to stay below 100K, and we want a job number that is not too high because it could decrease the probability of a 50 Bps cut. While a read above 200K would not be considered catastrophic (because the September rate cut is factored in), I still prefer a 100-200K jobs read. The unemployment rate can stay or increase slightly to 4.2-4.3%. There is a low probability that unemployment will drop, and we want to avoid sharp increases to 4.4% or higher as this, too, could increase the odds of a hard landing scenario.</p> <h2>Valuations Assessment</h2> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"155\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/29/48200183-17222469933060553.png\" width=\"640\"/></span><figcaption><p>P/E valuations (WSJ.com)</p></figcaption></figure></p> <p>The forward P/E for the SPX is about 22 and only around 28 for the Nasdaq 100. These are not expensive P/E ratios, especially considering the more accessible monetary environment ahead and the likely prospects for future earnings growth, efficiency increases, positive AI effects, and other variables. These could contribute to increasing growth, improving profitability, and multiple expansion. We have a unique and solid combination of constructive factors that should drive stock prices higher as we advance.</p> <div></div> <p>Also, I want to draw your attention to the fact that while P/E ratios have adjusted lower in many of the high-flying mega-cap tech names, primary average P/E ratios have roughly maintained their recent levels. They are retreating mildly due to the increased rotation into small/mid-cap and other sectors. Despite the prospects for near-term volatility, I remain constructive on the SPX and stocks in general in the intermediate and longer term. I am keeping my year-end SPX target range at 6,000-6,200.</p></body></html>","source":"seekingalpha","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>The Tech Wreck Is Likely Over: Higher Prices Should Be Ahead</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; 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}\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\">\nThe Tech Wreck Is Likely Over: Higher Prices Should Be Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-29 23:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4707688-the-tech-wreck-is-likely-over-higher-prices-should-be-ahead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent market volatility led to a 5% pullback in the S&P 500, with some high quality tech stocks declining by 20-30% or more.Despite near-term volatility, the market's intermediate and longer-term ...</p>\n\n<a href=\"https://seekingalpha.com/article/4707688-the-tech-wreck-is-likely-over-higher-prices-should-be-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1391973547/image_1391973547.jpg","relate_stocks":{"BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4567":"ESG概念","BK4555":"新能源车","BK4566":"资本集团","QQQ":"纳指100ETF","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","GOOGL":"谷歌A","BK4508":"社交媒体","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4501":"段永平概念","BK4538":"云计算","BK4543":"AI","META":"Meta Platforms, Inc.","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","AMZN":"亚马逊","LU0056508442.USD":"贝莱德世界科技基金A2","AMD":"美国超微公司","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4503":"景林资产持仓","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","AVGO":"博通","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","SOUN":"SoundHound AI Inc","MSFT":"微软","DELL":"戴尔","MU":"美光科技","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4707688-the-tech-wreck-is-likely-over-higher-prices-should-be-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2455963666","content_text":"Recent market volatility led to a 5% pullback in the S&P 500, with some high quality tech stocks declining by 20-30% or more.Despite near-term volatility, the market's intermediate and longer-term outlook remains favorable, with a potential buying opportunity for high-quality stocks.Anticipation of a September rate cut by the Fed could provide a positive environment for risk assets, including high-quality stocks, with valuations remaining reasonable.Nasdaq 100 futures declined by 10%, bringing tech stocks into a support/buy-in zone, potentially signaling a bottom for the sector.Many top tech stocks experienced significant declines during the recent correction, suggesting a reset process that could lead to a new uptrend.DNY59 We recently witnessed an increase in volatility, so I began exploring several compelling buying opportunities last week. Was this the highly anticipated correction? Is the pullback over already? Or is there more pain ahead? An Exciting Several Weeks In The Market  SPX (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools) These past few weeks have been exciting, especially since the highly anticipated pullback began. The S&P 500 Index (SP500, SPX) had become extremely overbought on a near-term basis and needed to reset. The peak-to-trough pullback has been 5%. Whether that is enough remains to be seen. Still, seeing some healthy rotation and a constructive pullback in many high-quality stocks that got ahead of themselves technically and from a valuation standpoint is a relief. From a technical standpoint, the crucial support remains at the 5,400-5,300 level, and the SPX had a constructive rebound off this critical support point. While we may see more transitory volatility here in the near term, the intermediate and longer-term images remain favorable, and the bullish uptrend remains intact. Therefore, I am treating the recent weakness as a compelling buying opportunity, and I will buy more high-quality stocks if the volatility persists. Tech - Could Have Bottomed For tech, we usually follow the NASDAQ 100-Index (NDX) futures, and I also like the Invesco QQQ Trust ETF (QQQ), the \"Nasdaq 100\" ETF. While the SPX declined by a textbook 5% in the recent rotation and pullback phase, the Nasdaq 100 futures declined by precisely 10%. QQQ (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools) We witnessed a 10% drop in the QQQ, bringing it down into our $460-450 support/buy-in zone. We also see QQQ going from being highly overbought technically to neutral, and now it is approaching oversold conditions. QQQ also dropped below its 50-day MA, much like during prior pullbacks. While there may be more transitory downside, this is a solid spot to increase specific tech. Furthermore, while the QQQ declined by 10%, many top tech stocks got hammered during the recent correction. For Instance:  Apple Inc. (AAPL): 10%. Microsoft Corporation (MSFT): 11%. NVIDIA Corporation (NVDA): 25%. Amazon.com, Inc. (AMZN): 12%. Alphabet Inc. (GOOG, GOOGL): 15%. Meta Platforms, Inc. (META): 18%. Broadcom Inc. (AVGO): 22%. Advanced Micro Devices, Inc. (AMD): 27%. Tesla, Inc. (TSLA): 20%. Micron Technology, Inc. (MU): 33%. Dell Technologies Inc. (DELL): 38%. Snap Inc. (SNAP): 24%. SoundHound AI, Inc. (SOUN): 32%.  While some \"top stocks\" only declined by 10-15%, many other mega gap tech companies declined by 20-30% (or more) during the recent sell-off process. This dynamic suggests that tech stocks may have gone through a constructive reset process and could begin their next move higher again soon. Focusing On The Constructive Fundamental Set-Up Instead of over-focusing on standard near-term market gyrations, market participants should focus on the intermediate and longer-term image favorable for high-quality equities. Solid earnings, robust economic data, decreasing inflation, and an approaching monetary easing cycle should provide a highly constructive atmosphere for stocks and other risk assets. Big Tech Earnings In Focus Many companies have beat their top and bottom line earnings estimates and are guiding to higher next-quarter and full-year targets than anticipated. This week is the busiest week of earnings season, with companies like Microsoft, AMD, Meta, Apple, Amazon, and other mega caps reporting earnings. Many stocks have been punished badly during the run-up in tech earnings. Therefore, we may not need stellar results, as the stocks are beaten up anyway. In-line or slightly better tech earnings could be enough to set the high-quality stocks here back on track in their long-term upward trajectories. Moreover, it's not just tech earnings, as we have the crucial FOMC meeting and the critical jobs numbers this week. This Week's Economic Data Data (Investing.com - Stock Market Quotes & Financial News) There is plenty of news, but the most crucial elements are the FOMC interest rate decision and statement on Wednesday and Friday's critical non-farm payrolls release. There's about a 96% probability that the Fed will leave the benchmark unchanged. Therefore, the market is pricing a \"no move\" Wednesday. Still, we want language indicating a high probability of a rate cut in September, as the market is pricing one in. The market could react negatively to any hawkish tone, as moving away from the September rate cut could upset the existing state of affairs here. Fed Likely To Cut In September - 25 or 50 Bps? Rate probabilities (CMEGroup.com) There is now a 100% probability of a September rate cut. The question now is whether it will be 25 Bps or 50. There is about an 88% chance of a 25 Bps cut and about a 12% chance of a 50 Bps cut. Therefore, the cut will likely be 25 Bps, but that is not likely to disappoint markets. The crucial factor is to get the rate cuts going. Once the easing policy is in motion, stopping will be very challenging. The Fed may need to tolerate higher inflation in the future, but this could be positive for most risk assets, especially high-quality stocks. Significant liquidity could find its place in the market soon, and a solid place for it to flow into is high-quality stocks. Furthermore, we could see the odds of a 50 Bps move increasing, and the upcoming payroll report could increase the odds. The market is looking for 177K jobs, and the Goldilocks number is likely around 100-200K. However, we must walk a delicate tightrope, as we don't want a number below 100K because it seems too weak. We can see some softness in the labor market, but we must avoid deterioration as it could increase the prospects of a hard landing/possible recession, which we want to avoid. Therefore, it's best to stay below 100K, and we want a job number that is not too high because it could decrease the probability of a 50 Bps cut. While a read above 200K would not be considered catastrophic (because the September rate cut is factored in), I still prefer a 100-200K jobs read. The unemployment rate can stay or increase slightly to 4.2-4.3%. There is a low probability that unemployment will drop, and we want to avoid sharp increases to 4.4% or higher as this, too, could increase the odds of a hard landing scenario. Valuations Assessment P/E valuations (WSJ.com) The forward P/E for the SPX is about 22 and only around 28 for the Nasdaq 100. These are not expensive P/E ratios, especially considering the more accessible monetary environment ahead and the likely prospects for future earnings growth, efficiency increases, positive AI effects, and other variables. These could contribute to increasing growth, improving profitability, and multiple expansion. We have a unique and solid combination of constructive factors that should drive stock prices higher as we advance.  Also, I want to draw your attention to the fact that while P/E ratios have adjusted lower in many of the high-flying mega-cap tech names, primary average P/E ratios have roughly maintained their recent levels. They are retreating mildly due to the increased rotation into small/mid-cap and other sectors. Despite the prospects for near-term volatility, I remain constructive on the SPX and stocks in general in the intermediate and longer term. I am keeping my year-end SPX target range at 6,000-6,200.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943678096,"gmtCreate":1679445455516,"gmtModify":1679445459075,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943678096","repostId":"2321670854","repostType":2,"repost":{"id":"2321670854","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1679428829,"share":"https://ttm.financial/m/news/2321670854?lang=&edition=fundamental","pubTime":"2023-03-22 04:00","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2321670854","media":"Reuters","summary":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking secto","content":"<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-22 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","QQQ":"纳指100ETF","FOMC":"FOMO CORP.",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","QLD":"纳指两倍做多ETF","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","DOG":"道指反向ETF","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321670854","content_text":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.But banking stocks bounced back on Tuesday, building on Monday's reversal. Still, despite its recent resurgence, the S&P banks index has lost nearly 18% of its value just this month.Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.\"The stock market is coming to a recognition that the banking crisis wasn't a crisis after all, and was isolated to a handful of banks,\" said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. \"Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.\"Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee $(FOMC)$ will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.\"The Fed will raise interest rates by 25 basis points and the market won't care,\" Pursche added. \"It will all be about (Chairman Jerome) Powell's statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise\" can be attributed to bad management on the part of a few banks.At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME's FedWatch tool.Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.According to preliminary data, the S&P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.Shares of First Republic Bank saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers PacWest Bancorp and Western Alliance Bancorp also surged.Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943893488,"gmtCreate":1679324037644,"gmtModify":1679324206982,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943893488","repostId":"1197049348","repostType":2,"repost":{"id":"1197049348","kind":"news","pubTimestamp":1679301944,"share":"https://ttm.financial/m/news/1197049348?lang=&edition=fundamental","pubTime":"2023-03-20 16:45","market":"us","language":"en","title":"Risky Credit Suisse Bond Wipeout Upends $275 Billion Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1197049348","media":"Bloomberg","summary":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-fundi","content":"<html><head></head><body><ul><li>Holders of AT1 bonds get nothing as shareholders get billions</li><li>Investors in a key corner of bank-funding market left reeling</li></ul><p>Among the biggest losers in the shotgun sale of Credit Suisse Group AG are investors in the firm’s riskiest bonds, known as AT1s, worth $17 billion.</p><p>These money managers are set to be wiped out— potentially sending that $275 billion market for bank funding into a tailspin, while threatening blowback for European policy makers in crisis-fighting mode.</p><p>Creditors are frantically poring through the fine print for these so-called additional tier 1 securities to understand if authorities in other countries could repeat what the Swiss government did on Sunday: Wiping them out while preserving $3.3 billion of value for equity investors. That’s not supposed to be the pecking order, some holders in the bonds insist.</p><p>“This just makes no sense,” said Patrik Kauffmann, a fixed-income portfolio manager at Aquila Asset Management, who holds the notes. “Shareholders should get zero” because “it’s crystal clear that AT1s are senior to stocks.”</p><p>One UK bank CEO put it even more bluntly: The Swiss have killed this key corner of funding for lenders, he said, asking not to be named because the situation is sensitive. His comments underscore how the global financial community is on edge after the UBS takeover of Credit Suisse, which came on the heels of the collapse of three regional US banks.</p><p>Prices of AT1s in Asia slid on Monday, with debt securities of some lenders in the region dropping by record amounts. Bank of East Asia Ltd.’s 5.825% perpetual dollar note slumped 9.4 cents on the dollar to about 80 cents, which would be a record decline if maintained through the end of Monday’s trading, according to data compiled by Bloomberg.</p><p>HSBC Holdings Plc’s 8% AT1 fell about 5 cents Monday to below 90 cents, according to credit traders. That would be its biggest daily drop since it began trading early this month.</p><p>It’s not that the bonds weren’t supposed to take some of the blow from the Credit Suisse collapse. In fact, that’s in large part what they were created to do when they were first conceived by European regulators in the aftermath of the global financial crisis, as a way to impose losses on creditors when banks start to fail without resorting to taxpayer money.</p><p>Yet, by privileging equity investors over holders of the riskiest bank securities, it’s left the bond community confused and rattled about who ranks first when it comes to the hierarchy of investor claims the next time a lender is in trouble.</p><p>With litigation potentially brewing, Goldman Sachs Group Inc. traders were preparing to take bids on claims against Credit Suisse’s riskiest bonds for investors betting they can ultimately recover some value.</p><p>“Wiping out AT1 holders while paying substantial amounts to shareholders goes against all the resolution principles and rules that were agreed internationally after 2008,” according to Jérôme Legras, head of research at Axiom Alternative Investments, who said the firm owns AT1 bonds issued by Credit Suisse.</p><p>From the perspective of Swiss officials, it was able to force a write-off of the securities because it needed to boost Credit Suisse’s capital and resolve its liquidity problems. The bonds typically face a haircut whenever government support is offered to a lender facing solvency problems.</p><p>Yet market participants say the move will likely lead to a disruptive industry-wide repricing. The market for new AT1 bonds will likely go into deep freeze and the cost of risky bank funding risks jumping higher given the regulatory decision caught some creditors off-guard, say traders.</p><p>That would give bank treasurers fewer options to raise capital at a time of market stress, with the Federal Reserve and five other central banks announcing coordinated action on Sunday to boost dollar liquidity.</p><p>“The AT1 market will be shut now for new issuance for a while,” said Luke Hickmore, investment director at abrdn Plc, who holds a small number of the Credit Suisse notes. “We will all be parsing which securities in AT1 space have a similar trigger to CS’s and which don’t, which banks need to issue AT1s and which don’t.”</p><p>Even before the wipeout, rising worries about the financial system caused the average AT1 note to tumble over the last two weeks, with pricing indicated at almost 20% below face value — one of the steepest discounts on record.</p><h2>‘Poorly Designed’</h2><p>AT1s were dreamt up by regulators to act as an additional buffer of capital between shareholders and bondholders. Yet the legal framework has always been subject to uncertainty and some controversy.</p><p>The latest move by policy makers shows that the “structure has proved to be poorly designed and will be probably phased out,” said Francesco Castelli, head of fixed income at Banor Capital.</p><p>The decision by the Swiss Financial Market Supervisory Authority is “probably legal,” he said, adding he expects Credit Suisse’s AT1 obligations to trade at close to zero tomorrow. “Holders will only have some recovery chance in court.” Castelli owns bonds issued by the bank but declined to say if he has a position in the AT1s.</p><p>Still, the decision to wipe out the holders of those bonds gets support from John McClain, portfolio manager at Brandywine Global Investment Management.</p><p>“It’s absolutely the right thing to do to prevent moral hazard from creeping into that part of the market. Those bonds were created for moments like this — similar to catastrophe bonds.”</p><h2>Counterparty Risk</h2><p>The acquisition of Credit Suisse comes after the failure of a number of US regional banks this month sent concerns rippling through the financial system. The Zurich-based lender’s bonds and shares plunged and counterparties on trades began buying protection against a possible default.</p><p>A collapse of the bank would have caused huge collateral damage to the Swiss financial industry, and a risk of contagion for UBS and other banks, the country’s finance minister Karin Keller-Sutter said at a press conference on Sunday.</p><p>“The bankruptcy of a global systematically important bank would have caused irreparable economic turmoil in Switzerland and throughout the world,” she said.</p><p>Traders quickly made clear they had some skepticism about the deal. UBS’s credit default swaps, derivatives often used to gauge a borrower’s credit risk, widened by at least 40 basis points to 215 bps for five-year contracts, according to people with knowledge of the matter. They asked not to be named as the information is private.</p><p>As part of the takeover, the Swiss central bank is offering a 100 billion-franc liquidity assistance to UBS and the government is granting a 9 billion-franc guarantee for potential losses from assets it is taking on. That comes after Credit Suisse was left deeply wounded by everything from the blowup of Archegos to the collapse of a suite of funds it ran with Greensill Capital.</p><p>“Hindsight is wonderful,” Credit Suisse Chairman Axel Lehmann said at Sunday’s press conference. “We were overtaken by legacy situations, by risks that materialized last year. We were affected by a market model that no longer works in this environment.”</p></body></html>","source":"lsy1584095487587","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>Risky Credit Suisse Bond Wipeout Upends $275 Billion Market</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\">\nRisky Credit Suisse Bond Wipeout Upends $275 Billion Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197049348","content_text":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are investors in the firm’s riskiest bonds, known as AT1s, worth $17 billion.These money managers are set to be wiped out— potentially sending that $275 billion market for bank funding into a tailspin, while threatening blowback for European policy makers in crisis-fighting mode.Creditors are frantically poring through the fine print for these so-called additional tier 1 securities to understand if authorities in other countries could repeat what the Swiss government did on Sunday: Wiping them out while preserving $3.3 billion of value for equity investors. That’s not supposed to be the pecking order, some holders in the bonds insist.“This just makes no sense,” said Patrik Kauffmann, a fixed-income portfolio manager at Aquila Asset Management, who holds the notes. “Shareholders should get zero” because “it’s crystal clear that AT1s are senior to stocks.”One UK bank CEO put it even more bluntly: The Swiss have killed this key corner of funding for lenders, he said, asking not to be named because the situation is sensitive. His comments underscore how the global financial community is on edge after the UBS takeover of Credit Suisse, which came on the heels of the collapse of three regional US banks.Prices of AT1s in Asia slid on Monday, with debt securities of some lenders in the region dropping by record amounts. Bank of East Asia Ltd.’s 5.825% perpetual dollar note slumped 9.4 cents on the dollar to about 80 cents, which would be a record decline if maintained through the end of Monday’s trading, according to data compiled by Bloomberg.HSBC Holdings Plc’s 8% AT1 fell about 5 cents Monday to below 90 cents, according to credit traders. That would be its biggest daily drop since it began trading early this month.It’s not that the bonds weren’t supposed to take some of the blow from the Credit Suisse collapse. In fact, that’s in large part what they were created to do when they were first conceived by European regulators in the aftermath of the global financial crisis, as a way to impose losses on creditors when banks start to fail without resorting to taxpayer money.Yet, by privileging equity investors over holders of the riskiest bank securities, it’s left the bond community confused and rattled about who ranks first when it comes to the hierarchy of investor claims the next time a lender is in trouble.With litigation potentially brewing, Goldman Sachs Group Inc. traders were preparing to take bids on claims against Credit Suisse’s riskiest bonds for investors betting they can ultimately recover some value.“Wiping out AT1 holders while paying substantial amounts to shareholders goes against all the resolution principles and rules that were agreed internationally after 2008,” according to Jérôme Legras, head of research at Axiom Alternative Investments, who said the firm owns AT1 bonds issued by Credit Suisse.From the perspective of Swiss officials, it was able to force a write-off of the securities because it needed to boost Credit Suisse’s capital and resolve its liquidity problems. The bonds typically face a haircut whenever government support is offered to a lender facing solvency problems.Yet market participants say the move will likely lead to a disruptive industry-wide repricing. The market for new AT1 bonds will likely go into deep freeze and the cost of risky bank funding risks jumping higher given the regulatory decision caught some creditors off-guard, say traders.That would give bank treasurers fewer options to raise capital at a time of market stress, with the Federal Reserve and five other central banks announcing coordinated action on Sunday to boost dollar liquidity.“The AT1 market will be shut now for new issuance for a while,” said Luke Hickmore, investment director at abrdn Plc, who holds a small number of the Credit Suisse notes. “We will all be parsing which securities in AT1 space have a similar trigger to CS’s and which don’t, which banks need to issue AT1s and which don’t.”Even before the wipeout, rising worries about the financial system caused the average AT1 note to tumble over the last two weeks, with pricing indicated at almost 20% below face value — one of the steepest discounts on record.‘Poorly Designed’AT1s were dreamt up by regulators to act as an additional buffer of capital between shareholders and bondholders. Yet the legal framework has always been subject to uncertainty and some controversy.The latest move by policy makers shows that the “structure has proved to be poorly designed and will be probably phased out,” said Francesco Castelli, head of fixed income at Banor Capital.The decision by the Swiss Financial Market Supervisory Authority is “probably legal,” he said, adding he expects Credit Suisse’s AT1 obligations to trade at close to zero tomorrow. “Holders will only have some recovery chance in court.” Castelli owns bonds issued by the bank but declined to say if he has a position in the AT1s.Still, the decision to wipe out the holders of those bonds gets support from John McClain, portfolio manager at Brandywine Global Investment Management.“It’s absolutely the right thing to do to prevent moral hazard from creeping into that part of the market. Those bonds were created for moments like this — similar to catastrophe bonds.”Counterparty RiskThe acquisition of Credit Suisse comes after the failure of a number of US regional banks this month sent concerns rippling through the financial system. The Zurich-based lender’s bonds and shares plunged and counterparties on trades began buying protection against a possible default.A collapse of the bank would have caused huge collateral damage to the Swiss financial industry, and a risk of contagion for UBS and other banks, the country’s finance minister Karin Keller-Sutter said at a press conference on Sunday.“The bankruptcy of a global systematically important bank would have caused irreparable economic turmoil in Switzerland and throughout the world,” she said.Traders quickly made clear they had some skepticism about the deal. UBS’s credit default swaps, derivatives often used to gauge a borrower’s credit risk, widened by at least 40 basis points to 215 bps for five-year contracts, according to people with knowledge of the matter. They asked not to be named as the information is private.As part of the takeover, the Swiss central bank is offering a 100 billion-franc liquidity assistance to UBS and the government is granting a 9 billion-franc guarantee for potential losses from assets it is taking on. That comes after Credit Suisse was left deeply wounded by everything from the blowup of Archegos to the collapse of a suite of funds it ran with Greensill Capital.“Hindsight is wonderful,” Credit Suisse Chairman Axel Lehmann said at Sunday’s press conference. “We were overtaken by legacy situations, by risks that materialized last year. We were affected by a market model that no longer works in this environment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952132225,"gmtCreate":1674520634968,"gmtModify":1676538944400,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952132225","repostId":"2305715203","repostType":4,"repost":{"id":"2305715203","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674514916,"share":"https://ttm.financial/m/news/2305715203?lang=&edition=fundamental","pubTime":"2023-01-24 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2305715203","media":"Reuters","summary":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in","content":"<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Extends Rally, Powered By Tech Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-24 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","IVV":"标普500指数ETF","OEX":"标普100","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF","DDM":"道指两倍做多ETF","LABP":"Landos Biopharma, Inc.","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","LHDX":"Lucira Health, Inc.","SPY":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DOG":"道指反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","APR":"Apria, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305715203","content_text":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in SalesforceChips surge on Barclay's upgradeIndexes up: Dow 0.76%, S&P 1.19%, Nasdaq 2.01%Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.All three major stock indexes extended Friday's gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .\"(Chips are) a group that's been depressed, so I’m not too surprised,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"We're going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.\"\"It’s a group that was ripe for a rebound.\"The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.\"(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,\" Tuz added. \"Stocks can do well in that environment, especially the big growth stocks that drive the market.\"Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME's FedWatch tool.The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.Of the 11 major S&P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.Analysts now see S&P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, 3M Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.The Philadelphia SE semiconductor index jumped 5.0%, its biggest one-day gain since Nov. 30 after Barclays upgraded the sector to \"overweight\" from \"equal weight.\"Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia's war on Ukraine. The oilfield services company's shares dipped 1.5%.Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company's shares rose 2.1%.On the economic front, the U.S. Commerce Department is expected to unveil its initial \"advance\" take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.The S&P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375566188,"gmtCreate":1619363719544,"gmtModify":1704722877936,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581643766897530","idStr":"3581643766897530"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[{"img":"https://static.tigerbbs.com/a2b3e8430c7205a66da63cae8d58ca77","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375566188","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9943893488,"gmtCreate":1679324037644,"gmtModify":1679324206982,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943893488","repostId":"1197049348","repostType":2,"repost":{"id":"1197049348","kind":"news","pubTimestamp":1679301944,"share":"https://ttm.financial/m/news/1197049348?lang=&edition=fundamental","pubTime":"2023-03-20 16:45","market":"us","language":"en","title":"Risky Credit Suisse Bond Wipeout Upends $275 Billion Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1197049348","media":"Bloomberg","summary":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-fundi","content":"<html><head></head><body><ul><li>Holders of AT1 bonds get nothing as shareholders get billions</li><li>Investors in a key corner of bank-funding market left reeling</li></ul><p>Among the biggest losers in the shotgun sale of Credit Suisse Group AG are investors in the firm’s riskiest bonds, known as AT1s, worth $17 billion.</p><p>These money managers are set to be wiped out— potentially sending that $275 billion market for bank funding into a tailspin, while threatening blowback for European policy makers in crisis-fighting mode.</p><p>Creditors are frantically poring through the fine print for these so-called additional tier 1 securities to understand if authorities in other countries could repeat what the Swiss government did on Sunday: Wiping them out while preserving $3.3 billion of value for equity investors. That’s not supposed to be the pecking order, some holders in the bonds insist.</p><p>“This just makes no sense,” said Patrik Kauffmann, a fixed-income portfolio manager at Aquila Asset Management, who holds the notes. “Shareholders should get zero” because “it’s crystal clear that AT1s are senior to stocks.”</p><p>One UK bank CEO put it even more bluntly: The Swiss have killed this key corner of funding for lenders, he said, asking not to be named because the situation is sensitive. His comments underscore how the global financial community is on edge after the UBS takeover of Credit Suisse, which came on the heels of the collapse of three regional US banks.</p><p>Prices of AT1s in Asia slid on Monday, with debt securities of some lenders in the region dropping by record amounts. Bank of East Asia Ltd.’s 5.825% perpetual dollar note slumped 9.4 cents on the dollar to about 80 cents, which would be a record decline if maintained through the end of Monday’s trading, according to data compiled by Bloomberg.</p><p>HSBC Holdings Plc’s 8% AT1 fell about 5 cents Monday to below 90 cents, according to credit traders. That would be its biggest daily drop since it began trading early this month.</p><p>It’s not that the bonds weren’t supposed to take some of the blow from the Credit Suisse collapse. In fact, that’s in large part what they were created to do when they were first conceived by European regulators in the aftermath of the global financial crisis, as a way to impose losses on creditors when banks start to fail without resorting to taxpayer money.</p><p>Yet, by privileging equity investors over holders of the riskiest bank securities, it’s left the bond community confused and rattled about who ranks first when it comes to the hierarchy of investor claims the next time a lender is in trouble.</p><p>With litigation potentially brewing, Goldman Sachs Group Inc. traders were preparing to take bids on claims against Credit Suisse’s riskiest bonds for investors betting they can ultimately recover some value.</p><p>“Wiping out AT1 holders while paying substantial amounts to shareholders goes against all the resolution principles and rules that were agreed internationally after 2008,” according to Jérôme Legras, head of research at Axiom Alternative Investments, who said the firm owns AT1 bonds issued by Credit Suisse.</p><p>From the perspective of Swiss officials, it was able to force a write-off of the securities because it needed to boost Credit Suisse’s capital and resolve its liquidity problems. The bonds typically face a haircut whenever government support is offered to a lender facing solvency problems.</p><p>Yet market participants say the move will likely lead to a disruptive industry-wide repricing. The market for new AT1 bonds will likely go into deep freeze and the cost of risky bank funding risks jumping higher given the regulatory decision caught some creditors off-guard, say traders.</p><p>That would give bank treasurers fewer options to raise capital at a time of market stress, with the Federal Reserve and five other central banks announcing coordinated action on Sunday to boost dollar liquidity.</p><p>“The AT1 market will be shut now for new issuance for a while,” said Luke Hickmore, investment director at abrdn Plc, who holds a small number of the Credit Suisse notes. “We will all be parsing which securities in AT1 space have a similar trigger to CS’s and which don’t, which banks need to issue AT1s and which don’t.”</p><p>Even before the wipeout, rising worries about the financial system caused the average AT1 note to tumble over the last two weeks, with pricing indicated at almost 20% below face value — one of the steepest discounts on record.</p><h2>‘Poorly Designed’</h2><p>AT1s were dreamt up by regulators to act as an additional buffer of capital between shareholders and bondholders. Yet the legal framework has always been subject to uncertainty and some controversy.</p><p>The latest move by policy makers shows that the “structure has proved to be poorly designed and will be probably phased out,” said Francesco Castelli, head of fixed income at Banor Capital.</p><p>The decision by the Swiss Financial Market Supervisory Authority is “probably legal,” he said, adding he expects Credit Suisse’s AT1 obligations to trade at close to zero tomorrow. “Holders will only have some recovery chance in court.” Castelli owns bonds issued by the bank but declined to say if he has a position in the AT1s.</p><p>Still, the decision to wipe out the holders of those bonds gets support from John McClain, portfolio manager at Brandywine Global Investment Management.</p><p>“It’s absolutely the right thing to do to prevent moral hazard from creeping into that part of the market. Those bonds were created for moments like this — similar to catastrophe bonds.”</p><h2>Counterparty Risk</h2><p>The acquisition of Credit Suisse comes after the failure of a number of US regional banks this month sent concerns rippling through the financial system. The Zurich-based lender’s bonds and shares plunged and counterparties on trades began buying protection against a possible default.</p><p>A collapse of the bank would have caused huge collateral damage to the Swiss financial industry, and a risk of contagion for UBS and other banks, the country’s finance minister Karin Keller-Sutter said at a press conference on Sunday.</p><p>“The bankruptcy of a global systematically important bank would have caused irreparable economic turmoil in Switzerland and throughout the world,” she said.</p><p>Traders quickly made clear they had some skepticism about the deal. UBS’s credit default swaps, derivatives often used to gauge a borrower’s credit risk, widened by at least 40 basis points to 215 bps for five-year contracts, according to people with knowledge of the matter. They asked not to be named as the information is private.</p><p>As part of the takeover, the Swiss central bank is offering a 100 billion-franc liquidity assistance to UBS and the government is granting a 9 billion-franc guarantee for potential losses from assets it is taking on. That comes after Credit Suisse was left deeply wounded by everything from the blowup of Archegos to the collapse of a suite of funds it ran with Greensill Capital.</p><p>“Hindsight is wonderful,” Credit Suisse Chairman Axel Lehmann said at Sunday’s press conference. “We were overtaken by legacy situations, by risks that materialized last year. We were affected by a market model that no longer works in this environment.”</p></body></html>","source":"lsy1584095487587","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>Risky Credit Suisse Bond Wipeout Upends $275 Billion Market</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\">\nRisky Credit Suisse Bond Wipeout Upends $275 Billion Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197049348","content_text":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are investors in the firm’s riskiest bonds, known as AT1s, worth $17 billion.These money managers are set to be wiped out— potentially sending that $275 billion market for bank funding into a tailspin, while threatening blowback for European policy makers in crisis-fighting mode.Creditors are frantically poring through the fine print for these so-called additional tier 1 securities to understand if authorities in other countries could repeat what the Swiss government did on Sunday: Wiping them out while preserving $3.3 billion of value for equity investors. That’s not supposed to be the pecking order, some holders in the bonds insist.“This just makes no sense,” said Patrik Kauffmann, a fixed-income portfolio manager at Aquila Asset Management, who holds the notes. “Shareholders should get zero” because “it’s crystal clear that AT1s are senior to stocks.”One UK bank CEO put it even more bluntly: The Swiss have killed this key corner of funding for lenders, he said, asking not to be named because the situation is sensitive. His comments underscore how the global financial community is on edge after the UBS takeover of Credit Suisse, which came on the heels of the collapse of three regional US banks.Prices of AT1s in Asia slid on Monday, with debt securities of some lenders in the region dropping by record amounts. Bank of East Asia Ltd.’s 5.825% perpetual dollar note slumped 9.4 cents on the dollar to about 80 cents, which would be a record decline if maintained through the end of Monday’s trading, according to data compiled by Bloomberg.HSBC Holdings Plc’s 8% AT1 fell about 5 cents Monday to below 90 cents, according to credit traders. That would be its biggest daily drop since it began trading early this month.It’s not that the bonds weren’t supposed to take some of the blow from the Credit Suisse collapse. In fact, that’s in large part what they were created to do when they were first conceived by European regulators in the aftermath of the global financial crisis, as a way to impose losses on creditors when banks start to fail without resorting to taxpayer money.Yet, by privileging equity investors over holders of the riskiest bank securities, it’s left the bond community confused and rattled about who ranks first when it comes to the hierarchy of investor claims the next time a lender is in trouble.With litigation potentially brewing, Goldman Sachs Group Inc. traders were preparing to take bids on claims against Credit Suisse’s riskiest bonds for investors betting they can ultimately recover some value.“Wiping out AT1 holders while paying substantial amounts to shareholders goes against all the resolution principles and rules that were agreed internationally after 2008,” according to Jérôme Legras, head of research at Axiom Alternative Investments, who said the firm owns AT1 bonds issued by Credit Suisse.From the perspective of Swiss officials, it was able to force a write-off of the securities because it needed to boost Credit Suisse’s capital and resolve its liquidity problems. The bonds typically face a haircut whenever government support is offered to a lender facing solvency problems.Yet market participants say the move will likely lead to a disruptive industry-wide repricing. The market for new AT1 bonds will likely go into deep freeze and the cost of risky bank funding risks jumping higher given the regulatory decision caught some creditors off-guard, say traders.That would give bank treasurers fewer options to raise capital at a time of market stress, with the Federal Reserve and five other central banks announcing coordinated action on Sunday to boost dollar liquidity.“The AT1 market will be shut now for new issuance for a while,” said Luke Hickmore, investment director at abrdn Plc, who holds a small number of the Credit Suisse notes. “We will all be parsing which securities in AT1 space have a similar trigger to CS’s and which don’t, which banks need to issue AT1s and which don’t.”Even before the wipeout, rising worries about the financial system caused the average AT1 note to tumble over the last two weeks, with pricing indicated at almost 20% below face value — one of the steepest discounts on record.‘Poorly Designed’AT1s were dreamt up by regulators to act as an additional buffer of capital between shareholders and bondholders. Yet the legal framework has always been subject to uncertainty and some controversy.The latest move by policy makers shows that the “structure has proved to be poorly designed and will be probably phased out,” said Francesco Castelli, head of fixed income at Banor Capital.The decision by the Swiss Financial Market Supervisory Authority is “probably legal,” he said, adding he expects Credit Suisse’s AT1 obligations to trade at close to zero tomorrow. “Holders will only have some recovery chance in court.” Castelli owns bonds issued by the bank but declined to say if he has a position in the AT1s.Still, the decision to wipe out the holders of those bonds gets support from John McClain, portfolio manager at Brandywine Global Investment Management.“It’s absolutely the right thing to do to prevent moral hazard from creeping into that part of the market. Those bonds were created for moments like this — similar to catastrophe bonds.”Counterparty RiskThe acquisition of Credit Suisse comes after the failure of a number of US regional banks this month sent concerns rippling through the financial system. The Zurich-based lender’s bonds and shares plunged and counterparties on trades began buying protection against a possible default.A collapse of the bank would have caused huge collateral damage to the Swiss financial industry, and a risk of contagion for UBS and other banks, the country’s finance minister Karin Keller-Sutter said at a press conference on Sunday.“The bankruptcy of a global systematically important bank would have caused irreparable economic turmoil in Switzerland and throughout the world,” she said.Traders quickly made clear they had some skepticism about the deal. UBS’s credit default swaps, derivatives often used to gauge a borrower’s credit risk, widened by at least 40 basis points to 215 bps for five-year contracts, according to people with knowledge of the matter. They asked not to be named as the information is private.As part of the takeover, the Swiss central bank is offering a 100 billion-franc liquidity assistance to UBS and the government is granting a 9 billion-franc guarantee for potential losses from assets it is taking on. That comes after Credit Suisse was left deeply wounded by everything from the blowup of Archegos to the collapse of a suite of funds it ran with Greensill Capital.“Hindsight is wonderful,” Credit Suisse Chairman Axel Lehmann said at Sunday’s press conference. “We were overtaken by legacy situations, by risks that materialized last year. We were affected by a market model that no longer works in this environment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943678096,"gmtCreate":1679445455516,"gmtModify":1679445459075,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943678096","repostId":"2321670854","repostType":2,"repost":{"id":"2321670854","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1679428829,"share":"https://ttm.financial/m/news/2321670854?lang=&edition=fundamental","pubTime":"2023-03-22 04:00","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2321670854","media":"Reuters","summary":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking secto","content":"<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-22 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","QQQ":"纳指100ETF","FOMC":"FOMO CORP.",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","QLD":"纳指两倍做多ETF","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","DOG":"道指反向ETF","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321670854","content_text":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.But banking stocks bounced back on Tuesday, building on Monday's reversal. Still, despite its recent resurgence, the S&P banks index has lost nearly 18% of its value just this month.Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.\"The stock market is coming to a recognition that the banking crisis wasn't a crisis after all, and was isolated to a handful of banks,\" said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. \"Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.\"Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee $(FOMC)$ will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.\"The Fed will raise interest rates by 25 basis points and the market won't care,\" Pursche added. \"It will all be about (Chairman Jerome) Powell's statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise\" can be attributed to bad management on the part of a few banks.At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME's FedWatch tool.Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.According to preliminary data, the S&P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.Shares of First Republic Bank saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers PacWest Bancorp and Western Alliance Bancorp also surged.Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952132225,"gmtCreate":1674520634968,"gmtModify":1676538944400,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952132225","repostId":"2305715203","repostType":4,"repost":{"id":"2305715203","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674514916,"share":"https://ttm.financial/m/news/2305715203?lang=&edition=fundamental","pubTime":"2023-01-24 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2305715203","media":"Reuters","summary":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in","content":"<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Extends Rally, Powered By Tech Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-24 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","IVV":"标普500指数ETF","OEX":"标普100","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF","DDM":"道指两倍做多ETF","LABP":"Landos Biopharma, Inc.","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","LHDX":"Lucira Health, Inc.","SPY":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DOG":"道指反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","APR":"Apria, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305715203","content_text":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in SalesforceChips surge on Barclay's upgradeIndexes up: Dow 0.76%, S&P 1.19%, Nasdaq 2.01%Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.All three major stock indexes extended Friday's gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .\"(Chips are) a group that's been depressed, so I’m not too surprised,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"We're going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.\"\"It’s a group that was ripe for a rebound.\"The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.\"(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,\" Tuz added. \"Stocks can do well in that environment, especially the big growth stocks that drive the market.\"Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME's FedWatch tool.The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.Of the 11 major S&P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.Analysts now see S&P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, 3M Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.The Philadelphia SE semiconductor index jumped 5.0%, its biggest one-day gain since Nov. 30 after Barclays upgraded the sector to \"overweight\" from \"equal weight.\"Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia's war on Ukraine. The oilfield services company's shares dipped 1.5%.Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company's shares rose 2.1%.On the economic front, the U.S. Commerce Department is expected to unveil its initial \"advance\" take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.The S&P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387184445833336,"gmtCreate":1735568953733,"gmtModify":1735568958249,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"MU is only going to spiral downwards on this memory&nbsp;down cycle.&nbsp;","listText":"MU is only going to spiral downwards on this memory&nbsp;down cycle.&nbsp;","text":"MU is only going to spiral downwards on this memory down cycle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387184445833336","repostId":"2495158973","repostType":2,"repost":{"id":"2495158973","kind":"highlight","pubTimestamp":1735479722,"share":"https://ttm.financial/m/news/2495158973?lang=&edition=fundamental","pubTime":"2024-12-29 21:42","market":"us","language":"en","title":"Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’","url":"https://stock-news.laohu8.com/highlight/detail?id=2495158973","media":"Insider Monkey","summary":"We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc.  stands against other buzzing AI stocks on latest analyst ratings and news.CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.I think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc  in the back h","content":"<html><body><p>We recently published a list of <strong>10 Buzzing AI Stocks on Latest Analyst Ratings and News</strong>. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other buzzing AI stocks on latest analyst ratings and news.</p>\n<p>CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.</p>\n<blockquote>\n<p>“This cycle is unlike any other. I think most investors look back to the advent of the internet and how long the internet infrastructure investment cycle played out. But this one’s very different. The companies making the investments, predominantly the hyperscalers, are generating meaningful free cash flow despite spending hundreds of billions of dollars building out AI. Let’s be clear: this is existential for these companies as they all try to get to AGI. I think this is a multi-year investment cycle.”</p>\n</blockquote>\n<p>The analyst talked about the latest AI model released by OpenAI and said the race is now to reach artificial general intelligence (AGI) and companies would require more and more computing power to improve the reasoning capabilities of AI systems.</p>\n<p><b>READ ALSO: </b><b>7 Best Stocks to Buy For Long-Term</b><b> and </b><b>8 Cheap Jim Cramer Stocks to Invest In</b></p>\n<p>For this article, we picked 10 AI stocks currently making headlines on the back of latest analyst ratings and important news. With each stock, we have mentioned its hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points<b> (</b><b>see more details here</b><b>).</b></p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/Gc4T_wfef3fvoTlKk1hNEg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb\" width=\"1456\"/> A close-up view of a computer motherboard with integrated semiconductor chips. \n<h3>Micron Technology Inc (NASDAQ:MU)</h3>\n<p><b><i>Number of Hedge Fund Investors: 107</i></b><b><i></i></b></p>\n<p>Matthew Bryson from Bright Lake Wealth Management said while talking to Schwab Network in a latest program that he believes Micron Technology’s (NASDAQ:MU) problems are temporary in nature.</p>\n<blockquote>\n<p>“I think that a lot of the problems are very temporal in nature. Certainly, the extent of the decline was a bit of a surprise. But where you’ve got inventory right-sizing in handsets of smartphones, that’s not an end-market problem. It’s that our customers took on too much inventory, mostly late 2023. It just needs to get worked out, and I think that’s done by the end of Q1.</p>\n<p>I think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc (NASDAQ:MU) in the back half of calendar 2025.”</p>\n</blockquote>\n<p>How can Micron Technology Inc (NASDAQ:MU) make a turnaround?</p>\n<p>The company’s management expects PC unit growth to accelerate into the second half of calendar 2025. Nvidia’s (NVDA) Blackwell has only just begun ramping up production and 2025 is expected to show improved sequential and annual comparisons. Micron Technology Inc (NASDAQ:MU) management has also guided for a return to growth in the second half of the fiscal year and raised the estimate of the HBM market’s total addressable market to over $30 billion in 2025, driven by their sold-out position for the calendar year.</p>\n<p>Based on these factors, now could be the right time for long-term investors to pile into MU.</p>\n<p>Invesco Growth and Income Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its <strong>Q3 2024 investor letter</strong>:</p>\n<blockquote>\n<p><b>“Micron Technology, Inc.</b> (NASDAQ:MU): In late June, Micron reported earnings that were generally in line with expectations. However, management provided weaker guidance going forward. The stock immediately began to sell off, which continued through the third quarter as investors appeared to question the company’s long-term growth outlook. Rotation out of AI-related stocks also appeared to weigh on Micron Technology.”</p>\n</blockquote>\n<p>Overall, MU <strong><b>ranks 5th</b></strong> on our list of buzzing AI stocks on latest analyst ratings and news. While we acknowledge the potential of MU, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the <b>cheapest AI stock</b><b>.</b></p>\n<p><strong><b>READ NEXT:</b></strong> <strong><b>8 Best Wide Moat Stocks to Buy Now</b></strong><strong><b> and</b></strong><strong><b> 30 Most Important AI Stocks According to BlackRock</b></strong></p>\n<p>Disclosure: None. This article is originally published at <strong><b>Insider Monkey</b></strong><strong><b>.</b></strong></p></body></html>","source":"yahoofinance","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>Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’</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\">\nAnalyst: Micron Technology (MU) Problems Are ‘Very Temporal’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-29 21:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other ...</p>\n\n<a href=\"https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html\">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://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2495158973","content_text":"We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other buzzing AI stocks on latest analyst ratings and news.\nCJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.\n\n“This cycle is unlike any other. I think most investors look back to the advent of the internet and how long the internet infrastructure investment cycle played out. But this one’s very different. The companies making the investments, predominantly the hyperscalers, are generating meaningful free cash flow despite spending hundreds of billions of dollars building out AI. Let’s be clear: this is existential for these companies as they all try to get to AGI. I think this is a multi-year investment cycle.”\n\nThe analyst talked about the latest AI model released by OpenAI and said the race is now to reach artificial general intelligence (AGI) and companies would require more and more computing power to improve the reasoning capabilities of AI systems.\nREAD ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In\nFor this article, we picked 10 AI stocks currently making headlines on the back of latest analyst ratings and important news. With each stock, we have mentioned its hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A close-up view of a computer motherboard with integrated semiconductor chips. \nMicron Technology Inc (NASDAQ:MU)\nNumber of Hedge Fund Investors: 107\nMatthew Bryson from Bright Lake Wealth Management said while talking to Schwab Network in a latest program that he believes Micron Technology’s (NASDAQ:MU) problems are temporary in nature.\n\n“I think that a lot of the problems are very temporal in nature. Certainly, the extent of the decline was a bit of a surprise. But where you’ve got inventory right-sizing in handsets of smartphones, that’s not an end-market problem. It’s that our customers took on too much inventory, mostly late 2023. It just needs to get worked out, and I think that’s done by the end of Q1.\nI think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc (NASDAQ:MU) in the back half of calendar 2025.”\n\nHow can Micron Technology Inc (NASDAQ:MU) make a turnaround?\nThe company’s management expects PC unit growth to accelerate into the second half of calendar 2025. Nvidia’s (NVDA) Blackwell has only just begun ramping up production and 2025 is expected to show improved sequential and annual comparisons. Micron Technology Inc (NASDAQ:MU) management has also guided for a return to growth in the second half of the fiscal year and raised the estimate of the HBM market’s total addressable market to over $30 billion in 2025, driven by their sold-out position for the calendar year.\nBased on these factors, now could be the right time for long-term investors to pile into MU.\nInvesco Growth and Income Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q3 2024 investor letter:\n\n“Micron Technology, Inc. (NASDAQ:MU): In late June, Micron reported earnings that were generally in line with expectations. However, management provided weaker guidance going forward. The stock immediately began to sell off, which continued through the third quarter as investors appeared to question the company’s long-term growth outlook. Rotation out of AI-related stocks also appeared to weigh on Micron Technology.”\n\nOverall, MU ranks 5th on our list of buzzing AI stocks on latest analyst ratings and news. While we acknowledge the potential of MU, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387364598218800,"gmtCreate":1735601967860,"gmtModify":1735601970509,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Micron Technology(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387364598218800","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387229205106960,"gmtCreate":1735568824936,"gmtModify":1735568828596,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Bullshit, its a cyclical down turn.&nbsp;","listText":"Bullshit, its a cyclical down turn.&nbsp;","text":"Bullshit, its a cyclical down turn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387229205106960","repostId":"2495540576","repostType":2,"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347892997099728,"gmtCreate":1725975786118,"gmtModify":1725975790200,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"It's a trap. Nasdaq MU will continue to fall","listText":"It's a trap. Nasdaq MU will continue to fall","text":"It's a trap. Nasdaq MU will continue to fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347892997099728","repostId":"2466939911","repostType":2,"repost":{"id":"2466939911","kind":"highlight","pubTimestamp":1725885000,"share":"https://ttm.financial/m/news/2466939911?lang=&edition=fundamental","pubTime":"2024-09-09 20:30","market":"us","language":"en","title":"Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2466939911","media":"Zacks","summary":"September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.The extremely overvalued artificial intelligence  stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.TSM is the largest manufacturer of NVIDIA Corp.’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to Advanced Micro Devices Inc. AMD and Intel Corp. INTC to name a few.","content":"<html><body><p>September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&amp;P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.  </p>\n<p>The extremely overvalued artificial intelligence (AI) stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.</p>\n<p>Three such stocks are: <strong>Taiwan Semiconductor Manufacturing Company Ltd. </strong>TSM, <strong>Micron Technology Inc. </strong>MU and <strong>NetApp Inc.</strong> NTAP. All three stocks currently carry a Zacks Rank #2 (Buy). You can see <strong>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</strong>. </p>\n<h2>Is Recession Nearby or a Knee-Jerk Expression? </h2>\n<p>Theoretically a recession means contraction of GDP (negative GDP growth rate) for two consecutive quarters. The U.S. GDP grew at 1.4% in first-quarter 2024. The second reading of second-quarter GDP was 3%. On Sept 4, the Atlanta Fed GDPNow projected a 2.1% GDP growth rate for the third quarter. </p>\n<p>Some soft key economic data over a period of time never indicate a nearby recession. In fact, the Fed was eagerly waiting for these weak economic data, especially labor market data, along with a gradually declining inflation rate, in order to initiate a rate-cut regime. </p>\n<p>Finally, the recent AI turmoil is nothing but profit-taking, especially on the part of institutional investors. Stock markets consist of bull and bear operators. As bulls fly high, bears wait quietly for a suitable time and some reasons to be good enough for profit-booking so that they can reenter the market at a reasonably low level. </p>\n<p>So far, this year, buy-on-the-dip remains the best investment strategy. Every dip in stocks, especially in AI-giants, has resulted in more aggressive returns in a short span. This time too, the same outcome will appear. </p>\n<h2>Three AI-Focused Stocks With Significant Price Upside</h2>\n<h2>Taiwan Semiconductor Manufacturing Co. Ltd.</h2>\n<p>Taiwan Semiconductor has become a new poster boy on the global artificial intelligence (AI) frenzy. TSM is the largest manufacturer of AI-based chipsets for the world’s best AI chipset developers. The company is experiencing solid demand for its advanced technologies, such as 3-nanometer (nm) and 5nm. TSM’s growing efforts to ramp up the production of 3nm and development of 2nm is a plus.</p>\n<p>TSM is the largest manufacturer of <strong>NVIDIA Corp.</strong>’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to <strong>Advanced Micro Devices Inc.</strong> AMD and<strong> Intel Corp. </strong>INTC to name a few. </p>\n<h2>Solid Earnings Estimate Revisions for TSM Stock</h2>\n<p>TSM has an expected revenue and earnings growth rate of 23.6% and 24.5%, respectively, for the current year. The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 30 days.</p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/u30VADam2vec.M1RcGDjzQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/4dd0e622d148cd62a25d04601ba507bc\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Huge Price Upside Potential for TSM Shares</h2>\n<p>The stock price of Taiwan Semiconductor has jumped 50.8% year to date. In the past month shares have fallen 4.7%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 25.1% from the last closing price of $156.82. The brokerage target price is currently in the range of $170-$250.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/ZB15PBNdTXGebrQZoWUozw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/a3b92fcc310f747b811525f6c940b0a3\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Micron Technology Inc.</h2>\n<p>Micron Technology has been benefiting from the enormous growth of AI applications that boosted demand for its high bandwidth memory chips. MU is a major producer of memory chips used in NVIDIA’s GPUs. MU is benefiting from improved market conditions, robust sales executions and strong growth across multiple business units.</p>\n<p>Micron Technology anticipates the pricing of DRAM and NAND chips to increase, thereby improving its revenues. The pricing benefits will primarily be driven by rising AI servers, causing a scarcity in the availability of cutting-edge DRAM and NAND supplies. Also, 5G adoption in IoT devices and wireless infrastructure will spur demand for memory and storage.</p>\n<h2>Strong Earnings Estimate Revisions for MU Stock</h2>\n<p>MU has an expected revenue and earnings growth rate of 57% and more than 100%, respectively, for the current year (ending August 2025). The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 60 days.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/1zHWFkF5N_nMUX1Q32TpsQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e1821368c6fc204498debd190b2882cb\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Tremendous Price Upside Potential for MU Shares</h2>\n<p>The stock price of Micron Technology has advanced a meager 1.3% year to date. In the past month shares have fallen 6.2%. Despite this, the short-term average price target of brokerage firms for the stock represents a jump of 80% from the last closing price of $86.38. The brokerage target price is currently in the range of $100-$225.</p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/congqZTSIdTxVUUQFq3NBw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/6e8cf3856fdd51726289bc7e2e836e20\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>NetApp Inc.</h2>\n<p>NetApp’s performance is being driven by demand across the all-flash and cloud storage portfolio. In the fourth quarter of 2024, all-Flash Array Business’ annualized revenue run rate was $3.6 billion, up 17% year over year. </p>\n<p>NetApp expects its expertise in tackling critical customer priorities, such as AI, business analytics, cloud transitions, data security and application modernization, to drive expansion. The enterprise storage products of NTAP will allow users to boost their workload including traditional enterprise applications and generative AI. </p>\n<h2>Robust Earnings Estimate Revisions for NTAP Stock</h2>\n<p>NTAP has an expected revenue and earnings growth rate of 4.9% and 8.8%, respectively, for the current year (ending April 2025). The Zacks Consensus Estimate for the current-quarter, next-quarter, current-year and next-year earnings has improved over the last 30 days.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/kZRpH3mp02vhVKTFJfi0Sw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/3dacd1e43a017861a97fa474b06cf247\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Attractive Price Upside Potential for NTAP Shares</h2>\n<p>The stock price of NetApp has climbed 29.6% year to date. In the past month shares have fallen 4.2%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 13.3% from the last closing price of $114.18. The brokerage target price is currently in the range of $108-$155.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/taP1usiTyLGZAXKJcse0AA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e2b68efd378f35df84fb63b32fa13bd6\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Intel Corporation (INTC) : Free Stock Analysis Report</p>\n<p>Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report</p>\n<p>NetApp, Inc. (NTAP) : Free Stock Analysis Report</p>\n<p>Micron Technology, Inc. (MU) : Free Stock Analysis Report</p>\n<p>NVIDIA Corporation (NVDA) : Free Stock Analysis Report</p>\n<p>Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip</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\">\nGolden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-09 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four...</p>\n\n<a href=\"https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/as5m4_sYhwbum22y4k2zVQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/d43cb7b76527c97c59494165d3dffeae","relate_stocks":{"LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4529":"IDC概念","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","NTAP":"美国网存","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","03145":"华夏亚洲高息股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","MU":"美光科技","BK4533":"AQR资本管理(全球第二大对冲基金)","COMP":"Compass, Inc.","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4526":"热门中概股","BK4503":"景林资产持仓","L":"洛斯公司","BK4551":"寇图资本持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0109392836.USD":"富兰克林科技股A","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","TSM":"台积电","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2466939911","content_text":"September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.  \nThe extremely overvalued artificial intelligence (AI) stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.\nThree such stocks are: Taiwan Semiconductor Manufacturing Company Ltd. TSM, Micron Technology Inc. MU and NetApp Inc. NTAP. All three stocks currently carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. \nIs Recession Nearby or a Knee-Jerk Expression? \nTheoretically a recession means contraction of GDP (negative GDP growth rate) for two consecutive quarters. The U.S. GDP grew at 1.4% in first-quarter 2024. The second reading of second-quarter GDP was 3%. On Sept 4, the Atlanta Fed GDPNow projected a 2.1% GDP growth rate for the third quarter. \nSome soft key economic data over a period of time never indicate a nearby recession. In fact, the Fed was eagerly waiting for these weak economic data, especially labor market data, along with a gradually declining inflation rate, in order to initiate a rate-cut regime. \nFinally, the recent AI turmoil is nothing but profit-taking, especially on the part of institutional investors. Stock markets consist of bull and bear operators. As bulls fly high, bears wait quietly for a suitable time and some reasons to be good enough for profit-booking so that they can reenter the market at a reasonably low level. \nSo far, this year, buy-on-the-dip remains the best investment strategy. Every dip in stocks, especially in AI-giants, has resulted in more aggressive returns in a short span. This time too, the same outcome will appear. \nThree AI-Focused Stocks With Significant Price Upside\nTaiwan Semiconductor Manufacturing Co. Ltd.\nTaiwan Semiconductor has become a new poster boy on the global artificial intelligence (AI) frenzy. TSM is the largest manufacturer of AI-based chipsets for the world’s best AI chipset developers. The company is experiencing solid demand for its advanced technologies, such as 3-nanometer (nm) and 5nm. TSM’s growing efforts to ramp up the production of 3nm and development of 2nm is a plus.\nTSM is the largest manufacturer of NVIDIA Corp.’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to Advanced Micro Devices Inc. AMD and Intel Corp. INTC to name a few. \nSolid Earnings Estimate Revisions for TSM Stock\nTSM has an expected revenue and earnings growth rate of 23.6% and 24.5%, respectively, for the current year. The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 30 days.\nImage Source: Zacks Investment Research\nHuge Price Upside Potential for TSM Shares\nThe stock price of Taiwan Semiconductor has jumped 50.8% year to date. In the past month shares have fallen 4.7%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 25.1% from the last closing price of $156.82. The brokerage target price is currently in the range of $170-$250.\nImage Source: Zacks Investment Research\nMicron Technology Inc.\nMicron Technology has been benefiting from the enormous growth of AI applications that boosted demand for its high bandwidth memory chips. MU is a major producer of memory chips used in NVIDIA’s GPUs. MU is benefiting from improved market conditions, robust sales executions and strong growth across multiple business units.\nMicron Technology anticipates the pricing of DRAM and NAND chips to increase, thereby improving its revenues. The pricing benefits will primarily be driven by rising AI servers, causing a scarcity in the availability of cutting-edge DRAM and NAND supplies. Also, 5G adoption in IoT devices and wireless infrastructure will spur demand for memory and storage.\nStrong Earnings Estimate Revisions for MU Stock\nMU has an expected revenue and earnings growth rate of 57% and more than 100%, respectively, for the current year (ending August 2025). The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 60 days.\nImage Source: Zacks Investment Research\nTremendous Price Upside Potential for MU Shares\nThe stock price of Micron Technology has advanced a meager 1.3% year to date. In the past month shares have fallen 6.2%. Despite this, the short-term average price target of brokerage firms for the stock represents a jump of 80% from the last closing price of $86.38. The brokerage target price is currently in the range of $100-$225.\nImage Source: Zacks Investment Research\nNetApp Inc.\nNetApp’s performance is being driven by demand across the all-flash and cloud storage portfolio. In the fourth quarter of 2024, all-Flash Array Business’ annualized revenue run rate was $3.6 billion, up 17% year over year. \nNetApp expects its expertise in tackling critical customer priorities, such as AI, business analytics, cloud transitions, data security and application modernization, to drive expansion. The enterprise storage products of NTAP will allow users to boost their workload including traditional enterprise applications and generative AI. \nRobust Earnings Estimate Revisions for NTAP Stock\nNTAP has an expected revenue and earnings growth rate of 4.9% and 8.8%, respectively, for the current year (ending April 2025). The Zacks Consensus Estimate for the current-quarter, next-quarter, current-year and next-year earnings has improved over the last 30 days.\nImage Source: Zacks Investment Research\nAttractive Price Upside Potential for NTAP Shares\nThe stock price of NetApp has climbed 29.6% year to date. In the past month shares have fallen 4.2%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 13.3% from the last closing price of $114.18. The brokerage target price is currently in the range of $108-$155.\nImage Source: Zacks Investment Research\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nIntel Corporation (INTC) : Free Stock Analysis Report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nNetApp, Inc. (NTAP) : Free Stock Analysis Report\nMicron Technology, Inc. (MU) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTaiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342732184690904,"gmtCreate":1724681475512,"gmtModify":1724681479153,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Fake news. It will continue to fall","listText":"Fake news. It will continue to fall","text":"Fake news. It will continue to fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342732184690904","repostId":"2462913768","repostType":2,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333088448262248,"gmtCreate":1722348463080,"gmtModify":1722348467048,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Can't trust these articles these days. Only direction is down!","listText":"Can't trust these articles these days. Only direction is down!","text":"Can't trust these articles these days. Only direction is down!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333088448262248","repostId":"2455459106","repostType":2,"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332867567485032,"gmtCreate":1722294537109,"gmtModify":1722294540485,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Fake news. It will only spiral down","listText":"Fake news. It will only spiral down","text":"Fake news. It will only spiral down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332867567485032","repostId":"2455963666","repostType":2,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375566188,"gmtCreate":1619363719544,"gmtModify":1704722877936,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[{"img":"https://static.tigerbbs.com/a2b3e8430c7205a66da63cae8d58ca77","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375566188","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}