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Stock Market & Financial Investment News

News Breaks
August 24, 2014
04:55 EDTYELP, YELP, YELP, YELP, SIMO, SIMO, SIMO, SIMO, NVDA, NVDA, NVDA, NVDA, MRVL, MRVL, MRVL, MRVL, LRCX, LRCX, LRCX, LRCX, JDSU, JDSU, JDSU, JDSU, ISIL, ISIL, ISIL, ISIL, INTC, INTC, INTC, INTC, BRCM, BRCM, BRCM, BRCM, AMAT, AMAT, AMAT, AMAT, AKAM, AKAM, AKAM, AKAMB. Riley to hold a tour
Silicon Valley Tech Tour travels throughout Silicon Valley on August 25-27.
News For AKAM;AMAT;BRCM;INTC;ISIL;JDSU;LRCX;MRVL;NVDA;SIMO;YELP From The Last 14 Days
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January 15, 2015
10:00 EDTYELPOn The Fly: Analyst Upgrade Summary
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08:06 EDTYELPYelp upgraded to Hold from Sell at Evercore ISI
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06:30 EDTNVDAGoogle in talks with major automakers on driverless cars, Reuters reports
Google (GOOG) is in talks with many of the top automakers in the world, including Toyota (TM), GM (GM) and Ford (F), about developing driveless vehicles, the director of Google's self-driving car project said yesterday, according to Reuters. The tech giant has also hired a group of "traditional and nontraditional suppliers" to bolster its efforts, with Nvidia (NVDA) one of the latter group, the news service quoted the executive as saying. Google aims to bring driverless vehicles to the market by 2020, the executive said, Reuters reported. Reference Link
06:27 EDTINTCIntel to partner with more IT players for Internet of Things, DigiTimes reports
Intel (INTC) is preparing to team up with more IT firms such as AT&T (T), Verizon (VZ), Cisco (CSCO), SAP (SAP), and Microsoft (MSFT) in order to expand the Internet of Things industry in 2015, reports DigiTimes. According to sources from the upstream supply chain, Intel has been playing an active role in helping Taiwan build its smart city infrastructure and has also cooperated with Chunghwa Telecom to develop the IoT and cloud computing applications. Reference Link
06:15 EDTYELPYelp upgraded to Hold from Sell at Evercore ISI
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January 14, 2015
11:23 EDTINTCIntel lower after report says Apple may displace chips in Macs
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11:01 EDTINTCAnalyst says Apple may replace Intel chips in Macs, AppleInsider reports
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10:27 EDTYELPFacebook, Google seen at front of 'multi-year' positive run for Internet stocks
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08:18 EDTINTCIntel Q4 revenue likely to be at high end of guidance range, says Pacific Crest
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07:46 EDTINTCIntel January volatility elevated into Q4 and outlook
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06:29 EDTINTCCompanies reach new deal on worker hiring issue, Reuters says
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06:16 EDTINTCIntel to expand 2-in-1 reference design to 12.5-inch display, DigiTimes says
Intel has expanded its $349-$399 2-in-1 devices' reference design to cover 12.5-inch display products, reports DigiTimes. Citing sources from notebook makers, the expansion will likely heat up competition in the 12-inch IT product segment. Reference Link
January 13, 2015
11:57 EDTINTCHP rises after PC report despite Pacific Crest downgrade
Shares of personal computer maker Hewlett-Packard (HPQ) are rising after research firm Gartner estimated that worldwide PC shipments had risen 1% last quarter. The advance comes despite research firm Pacific Crest having downgraded HP shares this morning. WHAT'S NEW: Worldwide shipments of PCs increased 1% last quarter, Gartner estimated. "These results indicate a slow, but consistent improvement following more than two years of decline," the firm wrote. The estimate suggests that PCs are not fading into oblivion, as some had predicted. Despite this news, research firm Pacific Crest downgraded HP to Sector Perform from Outperform in a note to investors today. HP is facing increased competition, as a number of companies are buying fewer individual servers and IT storage products, Pacific Crest analyst Brent Bracelin stated. Instead, they are buying integrated IT stacks. Ongoing technological trends could make this option more popular going forward, the analyst believes. Additionally, new data storage systems - including next wave systems with software-defined controls, cloud storage systems, and open sources systems - are growing rapidly and could increase the competitive pressure on HP, the analyst stated. Bracelin is less confident that HP's multiple can expand further going forward, he added. WHAT'S NOTABLE: Bracelin also downgraded NetApp (NTAP) to Sector Perform from Outperform for the same reasons that he cut his rating on HP. The analyst identified Tableau (DATA), F5 Networks (FFIV), Qlik Technologies (QLIK), and Nimble Storage (NMBL) as his favorite names in the IT infrastructure sector. F5 should benefit from earnings and multiple expansion as it carries out its security strategy, while Qlik is well-positioned to generate improved growth and margins, the analyst stated. Tableau and Nimble are poised to report better than expected results as their new products ramp up, Bracelin believes. OTHERS TO WATCH: Other companies that benefit from upbeat PC sales include Intel (INTC), Microsoft (MSFT), and hard disk drive makers Seagate (STX) and Western Digital (WDC). PRICE ACTION: In late morning trading, HP shares climbed 1.5% to $40.50.
09:05 EDTJDSUSandell reiterates need for JDSU to pursue strategic actions to maximize value
Sandell Asset Management, a shareholder of JDS Uniphase Corporation, has publicly released the following letter to the Board of Directors of JDSU. In such letter, Sandell calls for the immediate amendment of the Company’s Bylaws to remedy changes made in May 2014 that were detrimental to shareholder rights. Additionally, Sandell reiterates the need for JDSU to pursue further strategic actions to maximize shareholder value.
08:22 EDTINTCIntel should meet or beat sales guidance midpoint, says Wells Fargo
Wells Fargo thinks that Intel should be able to meet, or beat, the midpoint of its Q4 guidance for 1% sequential sales growth. The firm believes the results could set a positive tone for computer related chips, with strong growth in data centers and a continuing recovery in PC growth. Wells keeps an Outperform rating on Intel.
07:15 EDTSIMONeedham to hold a conference
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January 12, 2015
17:20 EDTAKAMAkamai prospects are 'stronger than ever', Barron's says
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07:35 EDTAKAM, INTCNational Retail Federation to hold a trade show
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07:01 EDTINTCIntel January volatility elevated into Q4 and outlook
Intel January call option implied volatility is at 47, February is at 28, April is at 27; compared to its 26-week average of 23 according to Track Data, suggesting larger near term price movement into the expected release of Q4 results on January 15.
06:44 EDTINTCIntel shares could trade higher near-term, says Citigroup
Citigroup says shares of Intel (INTC) could move higher over the near-term given the high short interest in the name and likely above guidance earnings results. Citi says its channel checks indicate the PC market remains stable and that Intel continues to gain share from AMD (AMD). The firm keeps a Neutral rating on Intel, however, pointing out its 2015 estimates remain below consensus.
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