What Semiconductor Investors Need to Know About Trump's New Tariffs
* Stories are summarized by an A.I.
* Stocks or companies mentioned: AAPL, TWTR, EBAY, DIS, AMZN, FB, WBA, Barneys New York Inc, SHOP, and NFLX
What Semiconductor Investors Need to Know About Trump's New Tariffs
AAPL (Apple Inc.) | The Street
Let's first break down the market for semiconductor stocks, in light of the potential new tariffs. Trump threatens to add another 10% to 25% tariff on Chinese imported apparel, toys and electronics -- not on semiconductors. But it's the electronics part that semiconductor investors need to watch. The actual tariffs directly on semiconductors coming into the U.S. from China have already happened and are priced into semi stocks. Meanwhile, the added tariffs haven't yet happened and the iShares semiconductor ETF (SOXX - Get Report) is down 9.3% in the past five days.
Read More
Twitter says it may have used user data for ads without permission
TWTR (Twitter Inc.) | Reuters
"You trust us to follow your choices and we failed here," Twitter said on its website here, along with an apology and a promise to take steps to not repeat the "mistake." Because of those issues, where a user’s settings choices may not have worked as intended, Twitter said it could have shared a user’s data with its advertising partners or displayed ads based on information it collected without permission.
Read More
eBay Files New Suit Against Amazon Regarding Seller Recruitment
EBAY (eBay Inc.) | PYNMTS
This is the second lawsuit eBay has filed against Amazon; the first one is in arbitration. In the latest suit, eBay alleges that Amazon managers told subordinates to use eBay’s private messaging service, which is meant for sellers and buyers to communicate, to try and recruit sellers from the platform. The new suit alleges a much larger, coordinated effort from Amazon with managers providing workers with lists of eBay sellers to target. Both eBay and Amazon have a similar sales model, even though eBay used to be more known as an auction site. The suit alleges that Amazon managers instructed staff on how “to set up and use eBay member accounts” so they could get “many hundreds of eBay sellers to sell on Amazon’s platform.”
Read More
Disney to bundle Disney+, Hulu, ESPN+ at popular Netflix price
DIS (The Walt Disney Company) | Financial Post
Walt Disney Co on Tuesday said it would offer a $13-per-month bundle of its three streaming services starting in November, a move to attract audiences who have embraced digital services such as Netflix Inc.Disney’s bundle includes family-friendly digital offering Disney+, sports service ESPN+, and Hulu, which will cater to adults, for a $5-per-month discount. That price is the same as Netflix’s most popular plan, which allows streaming on two devices simultaneously. Disney “hamstrung Netflix by announcing a bundle of Disney+ and ESPN+ and ad-supported Hulu at the same price point,” said Kamal Khan, analyst at Investing.com. Executives at Disney and Netflix have said they believe there is room for both services in the growing market of digital options that are luring customers away from cable TV. Customers are dropping cable TV but now must decide how much they want to pay for digital offerings.
Read More
Google and Amazon say they have removed gun-related shopping results that shouldn't have been there at all
AMZN (Amazon.com Inc.) | CNN
Ammunition or magazines could readily be found on the sites as recently as Monday, according to The Washington Post , which first reported the discovery. In the case of Amazon, the Post cited a single listing for a Butler Creek 25-round magazine. On Google's platform, the Post found offers for shotgun shells and hollow-point ammunition, along with shopping results for magazines. The company declined to say whether it had actually banned the third-party seller responsible for the listing. Google spokesperson Caroline Klapper-Matos said the company is "working to prevent these instances from reoccurring."
Read More
Facebook sues two app developers for click fraud
FB (Facebook Inc) | Engadget
According to a statement from Facebook, the developers created Android apps infected with malware that faked user clicks on the social media platform's ads. One reviewer for JediMobi's notepad app simply wrote, "Malware. Ironically, many reviewers of LionMobi's phone cleaning app complained that the app was actually slowing down their phone. But pursuing legal action against the developers likely indicates that Facebook wants to make an example out of this particular adware campaign. Security researchers earlier this year found over 200 Google Play apps infected with malware and downloaded over 150 million times.
Read More
Walgreens to shut 200 US stores as part of cost-cutting plan
WBA (Walgreens Boots Alliance Inc.) | KWCH
Pharmacy chain Walgreens plans to close 200 stores in the United States as it seeks to cut costs. The company said in a regulatory filing Tuesday the closings are part of its previously announced plan to trim costs by $1.5 billion in a few years. In May, the company announced plans to close 200 stores in the United Kingdom. The Deerfield, Illinois-based company operates over 18,000 stores worldwide. In the year to date, Walgreens Boots Alliance Inc. shares are down nearly 25% while the broader S&P 500 is up 13%.
Read More
UPDATE 4-New York retail icon Barneys files for bankruptcy
Barneys New York Inc | Reuters
Barneys New York Inc filed for bankruptcy protection on Tuesday and put itself up for sale, pushed to the brink by falling revenue and soaring rent at its stores that caused many vendors to effectively stop shipping merchandise to the luxury department store chain.
Read More
Shopify Is No Amazon.com
SHOP (Shopify Inc. Class A Subordinate) | Seeking Alpha
The market seems to believe Shopify is like Amazon.com (specifically the 3P marketplace). Recently, the euphoria in Shopify (SHOP) seems to stem from the thesis that it's the next Amazon.com (AMZN). After all, in that marketplace Amazon.com makes available a giant store where merchants can offer their wares to consumers, and then also turns and offers them fulfillment services (FBA – Fulfilled By Amazon.com). This reality is at the core of why Shopify neither is, nor can aspire to be, Amazon.com. As a result, Amazon.com collects ten times more commissions from the same GMV dollar as does Shopify.
Read More
UK viewers increasingly turning to streaming services such as Netflix and Amazon
NFLX (Netflix Inc.) | Sky News
UK viewing habits are rapidly shifting with around half of homes now subscribing to TV streaming services. Ofcom found that while traditional viewing still amounts for 69% of TV watching time, that figure is rapidly declining. AdvertisementThe shift was most pronounced among 16 to 24-year-olds, whose viewing of traditional TV has halved since 2010. Another concern is that online viewing habits could make it harder for parents to control screen time. The family of six (and six dogs) post videos online of their everyday lives, and father Jonathan says online streaming has changed their lives.
Read More
Download Folo, add stock symbols to your watchlist, and get notified.
When you look up U.S or China stock symbols and add them to Watchlist, Folo, an A.I. based news curator will keep you updated with stock news from 270 sources.
Download on the App Store
http://folo.moya.ai
* Stocks or companies mentioned: AAPL, TWTR, EBAY, DIS, AMZN, FB, WBA, Barneys New York Inc, SHOP, and NFLX
What Semiconductor Investors Need to Know About Trump's New Tariffs
AAPL (Apple Inc.) | The Street
Let's first break down the market for semiconductor stocks, in light of the potential new tariffs. Trump threatens to add another 10% to 25% tariff on Chinese imported apparel, toys and electronics -- not on semiconductors. But it's the electronics part that semiconductor investors need to watch. The actual tariffs directly on semiconductors coming into the U.S. from China have already happened and are priced into semi stocks. Meanwhile, the added tariffs haven't yet happened and the iShares semiconductor ETF (SOXX - Get Report) is down 9.3% in the past five days.
Read More
Twitter says it may have used user data for ads without permission
TWTR (Twitter Inc.) | Reuters
"You trust us to follow your choices and we failed here," Twitter said on its website here, along with an apology and a promise to take steps to not repeat the "mistake." Because of those issues, where a user’s settings choices may not have worked as intended, Twitter said it could have shared a user’s data with its advertising partners or displayed ads based on information it collected without permission.
Read More
eBay Files New Suit Against Amazon Regarding Seller Recruitment
EBAY (eBay Inc.) | PYNMTS
This is the second lawsuit eBay has filed against Amazon; the first one is in arbitration. In the latest suit, eBay alleges that Amazon managers told subordinates to use eBay’s private messaging service, which is meant for sellers and buyers to communicate, to try and recruit sellers from the platform. The new suit alleges a much larger, coordinated effort from Amazon with managers providing workers with lists of eBay sellers to target. Both eBay and Amazon have a similar sales model, even though eBay used to be more known as an auction site. The suit alleges that Amazon managers instructed staff on how “to set up and use eBay member accounts” so they could get “many hundreds of eBay sellers to sell on Amazon’s platform.”
Read More
Disney to bundle Disney+, Hulu, ESPN+ at popular Netflix price
DIS (The Walt Disney Company) | Financial Post
Walt Disney Co on Tuesday said it would offer a $13-per-month bundle of its three streaming services starting in November, a move to attract audiences who have embraced digital services such as Netflix Inc.Disney’s bundle includes family-friendly digital offering Disney+, sports service ESPN+, and Hulu, which will cater to adults, for a $5-per-month discount. That price is the same as Netflix’s most popular plan, which allows streaming on two devices simultaneously. Disney “hamstrung Netflix by announcing a bundle of Disney+ and ESPN+ and ad-supported Hulu at the same price point,” said Kamal Khan, analyst at Investing.com. Executives at Disney and Netflix have said they believe there is room for both services in the growing market of digital options that are luring customers away from cable TV. Customers are dropping cable TV but now must decide how much they want to pay for digital offerings.
Read More
Google and Amazon say they have removed gun-related shopping results that shouldn't have been there at all
AMZN (Amazon.com Inc.) | CNN
Ammunition or magazines could readily be found on the sites as recently as Monday, according to The Washington Post , which first reported the discovery. In the case of Amazon, the Post cited a single listing for a Butler Creek 25-round magazine. On Google's platform, the Post found offers for shotgun shells and hollow-point ammunition, along with shopping results for magazines. The company declined to say whether it had actually banned the third-party seller responsible for the listing. Google spokesperson Caroline Klapper-Matos said the company is "working to prevent these instances from reoccurring."
Read More
Facebook sues two app developers for click fraud
FB (Facebook Inc) | Engadget
According to a statement from Facebook, the developers created Android apps infected with malware that faked user clicks on the social media platform's ads. One reviewer for JediMobi's notepad app simply wrote, "Malware. Ironically, many reviewers of LionMobi's phone cleaning app complained that the app was actually slowing down their phone. But pursuing legal action against the developers likely indicates that Facebook wants to make an example out of this particular adware campaign. Security researchers earlier this year found over 200 Google Play apps infected with malware and downloaded over 150 million times.
Read More
Walgreens to shut 200 US stores as part of cost-cutting plan
WBA (Walgreens Boots Alliance Inc.) | KWCH
Pharmacy chain Walgreens plans to close 200 stores in the United States as it seeks to cut costs. The company said in a regulatory filing Tuesday the closings are part of its previously announced plan to trim costs by $1.5 billion in a few years. In May, the company announced plans to close 200 stores in the United Kingdom. The Deerfield, Illinois-based company operates over 18,000 stores worldwide. In the year to date, Walgreens Boots Alliance Inc. shares are down nearly 25% while the broader S&P 500 is up 13%.
Read More
UPDATE 4-New York retail icon Barneys files for bankruptcy
Barneys New York Inc | Reuters
Barneys New York Inc filed for bankruptcy protection on Tuesday and put itself up for sale, pushed to the brink by falling revenue and soaring rent at its stores that caused many vendors to effectively stop shipping merchandise to the luxury department store chain.
Read More
Shopify Is No Amazon.com
SHOP (Shopify Inc. Class A Subordinate) | Seeking Alpha
The market seems to believe Shopify is like Amazon.com (specifically the 3P marketplace). Recently, the euphoria in Shopify (SHOP) seems to stem from the thesis that it's the next Amazon.com (AMZN). After all, in that marketplace Amazon.com makes available a giant store where merchants can offer their wares to consumers, and then also turns and offers them fulfillment services (FBA – Fulfilled By Amazon.com). This reality is at the core of why Shopify neither is, nor can aspire to be, Amazon.com. As a result, Amazon.com collects ten times more commissions from the same GMV dollar as does Shopify.
Read More
UK viewers increasingly turning to streaming services such as Netflix and Amazon
NFLX (Netflix Inc.) | Sky News
UK viewing habits are rapidly shifting with around half of homes now subscribing to TV streaming services. Ofcom found that while traditional viewing still amounts for 69% of TV watching time, that figure is rapidly declining. AdvertisementThe shift was most pronounced among 16 to 24-year-olds, whose viewing of traditional TV has halved since 2010. Another concern is that online viewing habits could make it harder for parents to control screen time. The family of six (and six dogs) post videos online of their everyday lives, and father Jonathan says online streaming has changed their lives.
Read More
Download Folo, add stock symbols to your watchlist, and get notified.
When you look up U.S or China stock symbols and add them to Watchlist, Folo, an A.I. based news curator will keep you updated with stock news from 270 sources.
Download on the App Store
http://folo.moya.ai
Comments
Post a Comment