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Stock Market & Financial Investment News

News For ALTR;CAVM;INTC;AMD;FSL;NXPI;BRCM From The Last 14 Days
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February 12, 2016
05:54 EDTINTCAlphabet names Intel executive Jim Campbell as Corporate Controller
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February 11, 2016
07:16 EDTAMD, CAVMAMD should establish China JV around K-12 processor, EE Times says
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February 10, 2016
09:38 EDTINTCActive equity options trading on open; FB NFLX INTC DIS AAPL BAC CSCO JNJ SCTY
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08:02 EDTAMDAMD and Saguna collaborate to design mobile edge computing solutions
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February 8, 2016
10:03 EDTNXPINXP Semiconductors share may increase in Samsung's S7, says OTR Global
OTR Global's checks indicate NXP Semiconductors could gain higher share for the NFC chip in Samsung's S7 than in the S6, which mostly used Samsung's in-house radio chip.
February 5, 2016
09:02 EDTNXPINXP Semiconductors 'back on track,' says Pacific Crest
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07:54 EDTNXPINXP Semiconductors remains top large-cap semiconductor pick, says Canaccord
Canaccord said NXP Semiconcductors remains its top large-cap semiconductor pick for the remainder of 2016. The firm noted the company reported solid Q4 results and believes it is fundamentally the best positioned mixed-signal semiconductor firm regardless of market cap. Canaccord reiterated its Buy rating and $120 price target on NXP Semiconductors shares.
February 4, 2016
11:33 EDTINTCSamsung postpones investment in Xi'an semi plant, BusinessKorea says
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10:25 EDTINTC$25B cloud boost seen coming for Amazon, Microsoft, Google
Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL, GOOG) are all poised to get huge boosts from their cloud businesses over the next three years, research firm Pacific Crest wrote in a note to investors today. The combined revenue from their cloud initiatives should surge $25B over the next three years as companies move more workloads to the cloud from legacy IT systems, the firm believes. NEXT MAJOR CLOUD CYCLE: The revenue of Amazon's cloud business, AWS, could triple to $25B by 2018, according to Pacific Crest analyst Evan Wilson. Moreover, by 2018, AWS could account for 14% of the company's revenue and over 50% of its profits, up from 7% and 41%, respectively, today, the analyst predicts. Meanwhile, within three years, Microsoft's revenue from its commercial cloud business could jump 50% to $25B, the analyst stated. By 2018, the business could account for almost 25% of the tech giant's revenue and 15% of its profits, up from 15% of its revenue and very little of its profit today, the analyst added. Google's revenue from infrastructure as a service, a form of cloud computing, can surge 500% over the next three years to about $4.5B, Wilson believes. Additionally, noting that AWS' incremental operating margin came in at 51.9% last quarter, Wilson believes that investors are underestimating the profitability of cloud businesses. The analyst maintained an $800 price target and Overweight rating on Amazon, a $65 price target and Overweight rating on Microsoft, and a $910 price target and Overweight rating on Alphabet. WHAT'S NOTABLE: Intel (INTC), along with hard disk drive maker Western Digital (WDC) and Arista Networks (ANET), which supplies cloud networking solutions, should all benefit from the tremendous growth in demand for cloud platforms, Wilson believes. He kept Overweight ratings on all three of the latter stocks. Conversely, Wilson identifies EMC (EMC), HP Enterprise (HPE) and NetApp (NTAP) as "cloud share donors" and keeps Sector Weight ratings on their shares. PRICE ACTION: In early trading, Amazon fell 1% to $525.80, Microsoft was flat near $52 per share and Alphabet Class A shares dropped 1.8% to $736.15.
07:26 EDTNXPINXP Semiconductors results 'look good,' says Bernstein
After NXP reported stronger than expected results, Bernstein says the company's gross margins are "impressive," while its guidance "appears solid." The firm keeps a $110 price target and Outperform rating on the shares.
07:07 EDTINTCHMG Strategy is holding a summit
2016 Phoenix CIO Executive Leadership Summit is being held in Scottsdale, AZ on February 4.
February 3, 2016
20:08 EDTNXPINXP Semiconductors sees Q1 adjusted EPS $1.05-$1.15, consensus $1.09
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20:07 EDTNXPINXP Semiconductors reports Q4 adjusted EPS $1.25, consensus $1.07
Reports Q4 revenue $1.61B, consensus $1.29B. Reports HPMS segment revenue $1.31B, up 12% year-over-year. Reports Standard Product revenue $271M, down 18%. Quarterly results include operating results from Freescale Semiconductor from December 7 onward. Recognized restructuring charge of $239M as result of Freescale merger.
14:48 EDTNXPINotable companies reporting after market close
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10:21 EDTINTCActive puts: IWM INTC WDR EEM SPY
Active puts: IWM 3/18/16 97, INTC 2/19/16 31, WDR 3/18/16 20, EEM 2/19/16 28, SPY 2/19/16 190
10:00 EDTINTCOn The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: ADT Corp. (ADT) upgraded to Equal Weight from Underweight at Morgan Stanley... Badger Meter (BMI) upgraded to Outperform from Neutral at Baird... Boot Barn (BOOT) upgraded to Buy from Neutral at B. Riley... Chipotle (CMG) upgraded to Outperform from Market Perform at Wells Fargo... Dow Chemical (DOW) upgraded to Top Pick from Outperform at RBC Capital... Electro Scientific (ESIO) upgraded to Buy from Hold at Needham... Hyatt (H) upgraded to Outperform from Market Perform at Wells Fargo... Intel (INTC) upgraded to Neutral from Sell at Goldman... Mallinckrodt (MNK) upgraded to Buy from Neutral at Mizuho... Michael Kors (KORS) upgraded to Neutral from Sell at Citi... NeoPhotonics (NPTN) upgraded to Strong Buy from Outperform at Raymond James... PGT, Inc. (PGTI) upgraded to Buy from Hold at Craig-Hallum... Performance Sports Group (PSG) upgraded to Outperform from Neutral at Wedbush... Superior Drilling (SDPI) upgraded to Buy from Neutral at Roth Capital... Syntel (SYNT) upgraded to Buy from Hold at Maxim... Valley National (VLY) upgraded to Overweight from Neutral at Piper Jaffray... Willis Towers Watson (WLTW) upgraded to Buy from Neutral at SunTrust.
February 2, 2016
18:21 EDTNXPINXP Semiconductors assumed with a Neutral at Goldman
Goldman Sachs analyst Toshiya Hari assumed NXP Semiconductors with a Neutral rating and $80 price target.
18:01 EDTINTCIntel upgraded to Neutral from Sell at Goldman
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February 1, 2016
10:51 EDTINTCActive calls; INTC CVS TWTR APC BAC
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09:36 EDTINTCActive equity options trading on open
Active equity options trading on open: BAC AAPL FB AMZN TWTR MGM MCD NFLX GILD INTC TSLA AA BABA C
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