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Stock Market & Financial Investment News

News Breaks
March 11, 2014
07:22 EDTSSNLF, FB, MRVL, INTC, HPQ, AMDARM to see pricing advantages in micro-server industry. DigiTimes says
Micro-server products are expected to have advantages in terms of price against Intel (INTC), reports DigiTimes, citing sources from server players. Other players that include AMD (AMD), Facebook (FB), Dell, Hewlett-Packard (HP), Marvell (MRVL) and Samsung (SSNLF) have already joined the development of the micro-server industry. Reference Link
News For AMD;INTC;FB;HPQ;MRVL;SSNLF From The Last 14 Days
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January 14, 2015
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
06:14 EDTSSNLF, HPQMediaTek: Worldwide tablet shipments rise at slower pace, DigiTimes says
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January 13, 2015
12:48 EDTHPQOn The Fly: Midday Wrap
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11:57 EDTHPQ, INTCHP 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.
11:42 EDTFBJustice Department partners with Facebook, Bing to expand reach of AMBER Alerts
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10:00 EDTHPQOn The Fly: Analyst Downgrade Summary
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09:36 EDTAMDActive equity options trading
Active equity options trading according to Track Data: AAPL AMD AA TWTR GILD C CELG TSLA GOOG
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.
06:44 EDTHPQHP downgraded to Sector Perform from Outperform at Pacific Crest
Pacific Crest downgraded HP (HPQ) to Sector Perform citing valuation and rising competitive risks from hyperconvergence and new datastores. The firm lists Tableau (DATA), F5 Networks (FFIV), lik Technologies (QLIK) and Nimble Storage (NMBL) as its top names to own in the Cloud, Analytics & Data Infrastructure space. Pacific Crest also downgraded also NetApp (NTAP) to Sector Perform citing the same rationale as HP.
January 12, 2015
17:55 EDTAMDAMD executives LaForce, Naik, Byrne depart the company, Barron's says
AMD's Chief Marketing Officer Colette LaForce, Chief Strategy Officer Raj Naik, and John Byrne the General Manager, Computing and Graphics Business Group have departed the company, reports Barron's in their 'Tech Trader Daily' column, citing a regulatory filing and an emailed statement by the company. Reference Link
17:53 EDTAMDAMD General Manager, Computing and Graphics Business Group departs
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16:50 EDTHPQGartner says worldwide PC shipments in Q4 grew 1%
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11:48 EDTFBFacebook February volatility elevated at 39
Facebook January call option implied volatility is at 32, January weekly is at 29, February is at 39, March Is at 33; compared to its 26-week average of 34 according to Track Data, suggesting large near term price movement.
10:24 EDTFBFacebook, Xiaomi held talks over Facebook investment, Reuters says
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10:12 EDTFBFacebook discussed potential investment in Xiaomi, Reuters reports
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07:35 EDTINTCNational 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 EDTAMD, INTCIntel 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.
06:34 EDTSSNLFSamsung expected to launch two versions of Galaxy S6 phone in March, BI reports
Samsung will launch two versions of its Galaxy S6 phone in March at the Mobile World Congress, Business Insider reports, citing sources. One version will be made with metal, a departure from the plastic casings used in most Galaxy phones, while the other will have a curved screen, the sources say. Reference Link
06:11 EDTSSNLFSamsung, Pattern Energy complete wind energy project in Ontario
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