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Stock Market & Financial Investment News

News Breaks
January 30, 2013
07:18 EDTAMDAMD targets business opportunities from embedded solutions, DigiTimes says
AMD (AMD) is eyeing business opportunities from embedded solutions as it sets to raise its revenue contributions to 20% from 5%, reports DigiTimes. Embedded Solution general manager Arun Iyengar said it would take 36-60 months of development time for AMD to obtain orders for embedded solutions from a new client. Reference Link
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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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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.

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