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Global Equity Fund Boasts a 150% Five-year Return for Investors, Despite Being Well Underweight U.S. Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2655732872","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655732872?lang=en_us&edition=fundamental","pubTime":"2026-07-30 20:12","pubTimestamp":1785413520,"startTime":"0","endTime":"0","summary":"Lapping has a different view. His main reservation is the inherent cyclicality of their businesses: \"How long are they going to make these obscene profits for?\"He prefers to make a longer-term analysis of valuations and concludes that memory chip businesses tend to spend too much in good times.Cyclical businesses don't tend to revert to normal, often reverting to losses, and so he argues, \"the time to buy a cyclical business is when they're making losses, not when they're making super profits.\"Moreover, when discussing the highly topical issues of record-beating earnings from SK Hynix  and Samsung , Lapping points out that \"memory is a commodity market.\" And China, once it decides to focus on a particular commodity, has a habit of destroying the margins on that business.\"The 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Microsoft's strong earnings report alleviated market concerns regarding returns on AI capital expenditure, leading the gains in Nasdaq 100 futures. However, individual stocks such as Meta (META) and Qualcomm (QCOM) weakened following their earnings releases, while long-term US Treasury yields remained elevated and the situation in the Middle East continued to keep the market 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Capital Sticks to Its Hold Rating for Meta Platforms (META)","url":"https://stock-news.laohu8.com/highlight/detail?id=2655872817","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655872817?lang=en_us&edition=fundamental","pubTime":"2026-07-30 19:57","pubTimestamp":1785412659,"startTime":"0","endTime":"0","summary":"In a report released today, Brian Pitz from BMO Capital maintained a Hold rating on Meta Platforms, with a price target of $580.00. Pitz covers 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Platforms (META) Receives a Hold from Scotiabank","url":"https://stock-news.laohu8.com/highlight/detail?id=2655287481","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655287481?lang=en_us&edition=fundamental","pubTime":"2026-07-30 19:39","pubTimestamp":1785411541,"startTime":"0","endTime":"0","summary":"Scotiabank analyst Nat Schindler maintained a Hold rating on Meta Platforms today and set a price target of $600.00. According to TipRanks, 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Remains a Buy on Meta Platforms (META)","url":"https://stock-news.laohu8.com/highlight/detail?id=2655887484","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655887484?lang=en_us&edition=fundamental","pubTime":"2026-07-30 19:38","pubTimestamp":1785411526,"startTime":"0","endTime":"0","summary":"In a report released today, Stephen Ju from UBS maintained a Buy rating on Meta Platforms, with a price target of $715.00. According to TipRanks, 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Summons Meta Executives over Briefly Restricted Modi Facebook Post","url":"https://stock-news.laohu8.com/highlight/detail?id=2655871796","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655871796?lang=en_us&edition=fundamental","pubTime":"2026-07-30 19:38","pubTimestamp":1785411480,"startTime":"0","endTime":"0","summary":"India summons Meta executives over briefly restricted Modi Facebook postMUMBAI, July 30-India has summoned executives from U.S. tech giant MetaMETA.O, a senior official said on Thursday, after its Facebook platform briefly restricted a post by Prime Minister Narendra Modi last week.A video message by Modi posted on Meta's Instagram platform and later shared on Facebook was restricted temporarily on the latter.A Meta spokesperson said at the time that the post had been blocked inadvertently.\"We have asked Meta to come in at the highest level and explain what is happening,\" S. Krishnan, secretary at the Ministry of Electronics and Information Technology, said on Thursday.He did not say who, specifically, had been requested to appear.Meta told Indian authorities it established new protocols relating to accounts of prominent persons to prevent such a situation from recurring, Krishnan added.Meta India did not immediately respond to a Reuters request for comment on Thursday.Modi's video 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Street Just Suffered a Historic Crash in High-flying Stocks. Here is Why a Quick Tech Rebound Could be a Trap.","url":"https://stock-news.laohu8.com/highlight/detail?id=2655879072","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655879072?lang=en_us&edition=fundamental","pubTime":"2026-07-30 19:22","pubTimestamp":1785410520,"startTime":"0","endTime":"0","summary":"Given that we just saw RSP at an all-time high while QQQ QQQ suffered an 11% drawdown and SOXX SOXX a 29% drawdown, we would say 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Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2655879475","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655879475?lang=en_us&edition=fundamental","pubTime":"2026-07-30 19:13","pubTimestamp":1785409980,"startTime":"0","endTime":"0","summary":"Stock futures were edging higher on Thursday as investors weighed up a batch of Big Tech earnings reports, which could help power a rebound after the previous session's Fed-fueled selloff.Microsoft 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Platforms price target lowered to $640 from $725 at JPMorgan","url":"https://stock-news.laohu8.com/highlight/detail?id=2655987903","media":"TIPRANKS","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655987903?lang=en_us&edition=fundamental","pubTime":"2026-07-30 19:12","pubTimestamp":1785409924,"startTime":"0","endTime":"0","summary":"JPMorgan lowered the firm’s price target on Meta Platforms (META) to $640 from $725 and keeps a Neutral rating on the shares. The stock sold off 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Morning Risk Report: Amazon Ties North Korea to String of Cyberattacks on Open-Source Software","url":"https://stock-news.laohu8.com/highlight/detail?id=2655876746","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655876746?lang=en_us&edition=fundamental","pubTime":"2026-07-30 19:03","pubTimestamp":1785409380,"startTime":"0","endTime":"0","summary":"The Morning Risk Report: Amazon Ties North Korea to String of Cyberattacks on Open-Source Software By Richard Vanderford | Dow Jones Risk JournalGood morning. 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