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Stock Market & Financial Investment News

News Breaks
March 10, 2010
05:55 EDTAMD, AMD, SMCI, SMCIAdvanced Micro and Super Micro Computer form partnership
AMD (AMD), OTOY and Super Micro (SMCI) announced that they plan to bring Fusion Render Cloud Servers to market in Q2. Announced by AMD CEO Dirk Meyer at CES 2009, the AMD Fusion Render Cloud is AMD's next generation breakthrough CPU/GPU server platform. Built on top of OTOY's cloud streaming technology, FRC is designed to deliver thousands of concurrent HD games, remote desktops, and live HD video streams to any internet enabled device with virtually no latency.
News For AMD;SMCI From The Last 14 Days
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May 19, 2015
12:55 EDTAMDPC related stocks struggle after Morgan Stanley says PC turn won't come until Q3
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11:14 EDTSMCISuper Micro Computer management to meet with Sterne Agee CRT
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08:37 EDTSMCIMellanox announces collaboration agreement with Super Micro Computer
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08:34 EDTAMDApple introduces 15-inch MacBook Pro with Force Touch trackpad
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08:33 EDTAMDMorgan Stanley cautious in near-term on PC names
Morgan Stanley is more cautious on PC names near-term, given PC and HDD inventory builds quarter-to-date and weaker April ODM sales. The firm's analyst team continues to believe Q1 was a bottom in year-over-year growth, but now expects normal Q2 seasonal growth instead of above normal and thinks any recovery will likely be delayed until Q3. Morgan Stanley is cautiously optimistic on Western Digital (WDC) due to its diverse revenue drivers, sees value creation catalysts for Hewlett-Packard (HPQ) and believes Microsoft (MSFT) shares reflect the challenging PC market and Win 10. The firm is more cautious on semis such as NVIDIA (NVDA) given higher valuations, share loss at Advanced Micro (AMD), potential 2H margin pressure at Intel (INTC), and Morgan is cautious on PC DRAM stocks near-term due to weaker pricing.
May 15, 2015
08:13 EDTAMDJefferies ups view on Semis to Positive from Negative
Jefferies upped its view on the Semiconductors space to Positive from Negative after hosting a dozen companies at its annual conference in Miami. The firm notes that most companies noted an "OK" demand environment, which it views as supporting its thesis that the recent inventory correction and lower capex has created a "great opportunity" to add to Semi positions. After meeting with management, Jefferies has increased conviction that NXP Semiconductors (NXPI) will soon sell its HPRF business and return to its stock buyback program before most expect. It has Buy ratings on AMD (AMD), Microchip (MCHP), NXP and Texas Instruments (TXN).

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