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Stock Market & Financial Investment News

News Breaks
May 10, 2012
11:30 EDTAVP, AAPL, GMCR, NFLX, LINTA, AMZNForeSee says Amazon tops again in online satisfaction, Netflix rebounds a bit
In a research study of e-retail customer satisfaction, ForeSee said that Amazon.com (AMZN) remains the leader among those surveyed and set a record for the highest score by a retailer measured in its index. Netflix (NFLX) regained some footing to score an 81, up from its all-time low score of 79 during the holiday season. Behind Amazon, the top scorers were Apple (AAPL), QVC (LINTA), Keurig (GMCR) and Avon (AVP). Reference Link
News For AMZN;NFLX;AAPL;LINTA;GMCR;AVP From The Last 14 Days
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February 1, 2016
19:15 EDTAAPLAlphabet overtakes Apple as most valuable public company
Shares of Alphabet (GOOG, GOOGL) surged after the company reported fourth quarter results Monday, with after-hours stock prices signaling it has overtaken Apple (AAPL) as the world's most valuable publicly traded company. WHAT'S NEW: Alphabet reported Q4 EPS of $8.67, above analyst expectations of $8.10, and Q4 revenue of $21.33B, above consensus estimates of $20.77B. WHAT'S NOTABLE: Alphabet reported that Google's aggregate paid clicks were up 31% in Q4, while paid clicks on Google Network Members' websites were up 2%, aggregate cost-per-click was down 13%, cost-per-click on Google websites was down 16%, and cost-per-click on Google Network Members' websites was down 8%. PRICE ACTION: Alphabet's Class A shares under ticker symbol GOOGL are up 4.65% to $806.61 while its ordinary shares under symbol GOOG are up 5.25% to $791.50 in after-hours trading. Shares of Apple, meanwhile, are down fractionally to $96.18. According to CNBC, those after-hours levels, though not yet indicating real world value, represent a market capitalization of roughly $570B for Alphabet, surpassing Apple's market cap of $535B.
16:59 EDTAAPLGoogle plans more control over Nexus phone in bid for high-end, Information says
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16:01 EDTNFLX, AAPLOptions Update; February 1, 2016
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13:42 EDTNFLXEarnings Watch: Alphabet to report Q4 results under new corporate structure
Alphabet (GOOG, GOOGL) is expected to report fourth quarter earnings after the market close on Monday, February 1 with a conference call scheduled for 4:30 pm ET. Alphabet is a multinational conglomerate that serves as the parent company of Google, Calico, GV, Google Capital, and Nest Labs. EXPECTATIONS: Analysts are looking for earnings per share of $8.09 on revenue of $20.77B. The consensus range is $7.32-$8.59 for EPS, and $20.33B-$21.68B for revenue, according to First Call. LAST QUARTER: Alphabet reported third quarter EPS of $7.35 against estimates of $7.21, on revenue of $18.7B against estimates of $18.53B. Google reported Q3 aggregate paid clicks up 23%, paid clicks on Google websites down 5%, aggregate cost-per-clicks down 11%, and cost-per-click on Google websites down 4%. The company also reported Q3 Sites revenue up 16% to $13.08B and Q3 Total advertising revenue up 13% to $26.78B. During its Q3 earnings report, the company said it will begin to disclose the Google business as a single segment in Q4. It also announced that the board authorized the company to repurchase $5.1B of Class C shares in Q4. GOOGLE SEGMENT: Alphabet announced that it will report Google as a single segment within its company beginning in Q4. It stated, "The new operating structure is being introduced in phases. For financial reporting purposes, we expect the reorganization will result in disclosing our Google business as a single segment and all other Alphabet businesses combined as Other Bets beginning in the fourth quarter of 2015." Within Alphabet, the Google segment now has 6 products with over 1B users, including Search, Maps, YouTube, Chrome, Android and Google Play. Gmail is also closing in on the mark with its 900M user base. RBC Capital believes that the disclosure of segment results by Google in conjunction with its Q4 results will cause the stock to rerate. The firm believes that the segment results will highlight the high profits of core Google, supporting an increase in the stocks' sum of the parts valuation. NEWS AND STREET RESEARCH: In the past quarter, Alphabet had a strong holiday season with ChannelAdvisor reporting Google Shopping was up 31.7% over the entire holiday period. Specifically, Google Shopping was up 35.9% on Thanksgiving, up 40.3% on Black Friday, up 25.7% on Cyber Saturday, and up 18.6% on Cyber Monday. Alphabet announced the redesigned launch of Google+ in November, the exploration of Fiber in Chicago and Los Angeles, and announced plans to open its first retail store in New York City. The company also targets the China launch of the Google Play app store in 2016, according to multiple reports. Lenovo (LNVGY) CEO Chen Xudong confirmed that Google Play is expected to come to China at some point this year. The company is expected to make its self-driving car company under the Alphabet structure as a stand-alone business. Ford (F) and Google are in discussions over self-driving cars, with the currently negotiated contract likely to "last a long time." According to a Reuters report, Google expects fewer software failiures in self-driving cars as it learns from its mistakes. Google tested solar-powered Internet drones and expects consumer package delivery via drone to begin in 2017. Google is also in talks with the NFL for streaming rights for London games next year. STREET RESEARCH: Oppenheimer said cloud providers like Alphabet may have a huge opportunity in the coming years. The firm said Alphabet may look for a major partner like Salesforce (CRM) to drive its cloud business. Cantor said Google ad revenue growth should continue to be strong and BMO Capital said Alphabet's outlook has improved as valuation has become more reasonable. Bernstein said the Street continues to underestimate the resilience and growth potential of Alphabet's search ad business and YouTube. Barron's, in particular, was extremely positive on YouTube, saying its revenue per viewer could potentially double in five years. It added it could be twice as valuable as Netflix (NFLX). JMP Securities was also bullish on the company, saying Alphabet benefitted from a relatively strong holiday season for online advertising. Ahead of its Q4 earnings report, JMP Securities expects the company to report "relatively strong" results. PRICE ACTION: Google shares have gained about 6% over the last three months. In Monday afternoon trading ahead of the Q4 report, Google shares are up almost 2%
11:14 EDTNFLXStocks with call strike movement; NFLX AA
Netflix (NFLX) April 110 call option implied volatility increased 6% to 51, Alcoa (AA) April 8 call option implied volatility increased 4% to 50 according to iVolatility.
10:52 EDTAAPLActive puts; AAPL SPY TWTR MU UVXY
Active puts @ CBOE: SPY 2/19/16 192, TWTR 2/12/16 15, UVXY 3/18/16 33, AAPL 2/19/16 91, MU 2/5/16 9.50
10:15 EDTAMZNOptions with decreasing implied volatility
Options with decreasing implied volatility: INVN SWFT SNDK AMZN NOW COH VMW CTXS STX
09:44 EDTNFLX, AAPLForbes contributor suggests Apple should buy Netflix
Forbes contributor Jay Somaney noted that Apple (AAPL) has recently been reported to be talking to TV producers and Hollywood studios about investing and developing original TV shows and he contends that "one way to circumvent the tedious and lengthy negotiations process with Hollywood and the networks" is for Apple to offer to buy out Netflix (NFLX). Reference Link
09:36 EDTAMZN, NFLX, AAPLActive 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
09:11 EDTNFLXDISH says releases Hopper 3 to customers nationwide
DISH Network (DISH) announced the availability of its award-winning Hopper 3 to customers nationwide. The third-generation of DISH's whole-home DVR system, Hopper 3 features 16 tuners, delivers an enhanced 4K experience and supports up to seven TVs simultaneously. In the coming weeks, Hopper 3 will launch the Netflix (NFLX) app and integrate Netflix titles into its universal search results.
08:19 EDTGMCRKeurig Green Mountain will not be issuing Q1 earnings or updating guidance
As previously disclosed, on December 6, 2015, Keurig Green Mountain entered into an Agreement and Plan of Merger by and among Acorn Holdings B.V., a private limited liability company incorporated under the laws of the Netherlands, Maple Holdings Acquisition Corp.. Due to the pending Merger, the company is neither updating nor reaffirming its prior earnings guidance, and will not be issuing a fiscal first quarter 2016 earnings release or holding a fiscal first quarter 2016 earnings call for investors and financial analysts.
07:24 EDTAAPLEU's Vestager dismisses U.S. criticism of tax cases, Reuters says
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06:53 EDTAAPLApple's iPad Air 3 may come with SMart Connector support, 9to5Mac reports
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06:25 EDTAMZNAmazon hinting at shipping, package handling business, WSJ reports
Amazon hinted recently that it wants to start a business line in shipping and package handling, Greg Bensinger of the Wall Street Journal's Digits blog reports. The company identified packaging and logistics companies as competitors and referred to itself as a "transportation service provider" in a securities filing, the report says. Reference Link
05:11 EDTNFLXNetflix announces Brahman Naman to premiere exclusively on Netflix
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January 31, 2016
20:11 EDTAMZN, NFLXTime Warner, Hulu talks heat up over issue of current seasons, WSJ says
Time Warner's (TWX) negotiations to potentially buy into Hulu, a joint venture of Comcast (CMCSA, CMCSK), Fox (FOX, FOXA) and Disney (DIS), have been heating up lately over the issue of Hulu subscribers being able to view current-season TV shows, reports the Wall Street Journal, citing sources. Though the feature is a differentiator for Hulu when compared to Netflix (NFLX) and Amazon (AMZN), Time Warner believes the presence of full, current seasons contributes to cord cutting, the report says. Reference Link
19:04 EDTAAPLApple acquires Flyby, assembles 'secret' virtual reality team, FT says
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18:15 EDTAMZNAmazon investing in original content for Audible, Bloomberg says
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14:12 EDTAAPLApple should avoid 'dubious' M&A, focus on cloud, AI development, Barron's says
"Impatient" investors encouraging Apple (AAPL) to become a mere dividend payer or make "dubious" acquisitions are not making much sense, Barron's contends in its 'Technology Trader' column. Apple continues to innovate and its iPhone franchise "will endure," though the one area where Apple lags behind peers and "can and should" make progress is cloud computing, according to the publication. Alphabet (GOOG), Facebook (FB) and Microsoft (MSFT) are making large strides in cloud and artificial intelligence, but the company still has "plenty of opportunity" to catch up given its product install base, Barron's says. Reference Link
11:39 EDTAMZN, AAPLS&P falls 5% in January despite second straight winning week to close month
Stocks finished the month of January with two straight winning weeks, but investors are still glad to see the calendar flip as those winners only cut the S&P's loss to 5% for the month. With growth worries abounding amid troubling signs from China and as oil languishes below $35 per barrel, the manufacturing readings from China, Europe, and the U.S. due out on Monday will be essential to whether the new month continues the uptrend of the end of January or the dour tone that dominated the early half of the month. MACRO NEWS: The Federal Reserve kept interest rates unchanged following its policy meeting this week, as almost universally expected. In its accompanying statement, the central bank said its committee members expect that economic conditions will "evolve in a manner that will warrant only gradual increases in the federal funds rate." The group added that inflation is expected to "remain low in the near term, in part because of the further declines in energy prices, but to rise to 2% over the medium term as the transitory effects of declines in energy and import prices dissipate and the labor market strengthens further"... In other domestic economic news, the Commerce Department's first read on fourth quarter gross domestic product came in at 0.7% annualized growth, below the already anemic 0.8% growth forecast. The S&P/Case-Shiller 20-city home price index rose 5.8% from the prior year in November, topping expectations for a 5.7% year-over-year increase. The separate FHFA house price index showed a monthly gain of 0.5% in November, matching the consensus forecast. Markit's services PMI for January came in at 53.7, missing the 54.0 forecast. The preliminary reading of the Conference Board's consumer confidence index for January came in at 98.1, topping the 96.5 reading that was expected. New home sales surged 10.8% to a 544,000 annualized pace in December, topping expectations and hitting their highest level in 10 months. Initial jobless claims fell to 278,000 last week, versus the expected 281,000 first-time claims. Durable goods orders dropped 5.1% in December, versus expectations for a decrease of 0.7%. The core reading, which removes transportation items, was down 1.2%, versus expectations for a decline of 0.1%. The University of Michigan consumer sentiment index slipped to 92.0 in the final January print, missing the 93.0 reading that was forecast... In a surprising move in Asia, the Bank of Japan introduced a rate of minus 0.1% on certain excess holdings of cash while maintaining the pace of its asset purchases. Japan also reported data pointing to a softening economy, as total CPI grew 0.2% year-over-year in December, core CPI rose at only a 0.1% pace and industrial production fell a preliminary 1.4% month-over-month in December. COMPANY NEWS: McDonald's (MCD) advanced Monday after the fast food giant reported better than expected earnings and comparable sales growth for the fourth quarter, powered by the launch of All Day Breakfast in the U.S.... Earnings season accelerated Tuesday as four members of the bluechip Dow Jones Industrial Average posted results before the opening bell. 3M (MMM) was the top advanced on the index with a gain of over 5%, while Johnson & Johnson (JNJ), Procter & Gamble (PG) and DuPont (DD) all notched gains that day following their reports as well... Apple (AAPL) declined more than 6.5% on Wednesday after the tech giant reported first quarter earnings that topped consensus estimates, but also issued revenue guidance for the new quarter that missed expectations. The company was noted by several analysts as taking a particularly downbeat tone in its earnings conference call, invoking the difficult macroeconomic environment and weakness it has recently seen in China. Apple was not the worst performer in the Dow that day, as Boeing (BA) shares plummeted nearly 9% after its profit outlook for the new fiscal year fell far short of the Street's consensus forecast... Facebook (FB) surged 15.5% on Thursday after the social media giant's fourth quarter earnings and revenue beat expectations. A number of Wall Street analysts increased their price targets for the stock following the report, including Piper Jaffray's Gene Munster, who hiked his target to a "Street-high" $170 per share. The same day, Caterpillar (CAT) reported better than expected quarterly earnings, excluding certain items, but its revenue came in below the consensus forecast and the heavy equipment maker warned that it does not anticipate an improvement in the world economy or commodity prices in 2016. The stock, which had declined almost 20% in the last three months prior to this morning's report, rebounded almost 5% after the company jumped over the lowered bar that had been set by bearish analysts... On Friday, shares of Amazon (AMZN) declined more than 7.5% after the company's fourth quarter results came in below expectations. Meanwhile, Microsoft (MSFT), which reported better than expected earnings, gained almost 6%. Chevron (CVX) reported a quarterly loss due to taking impairments and other charges of $1.1B. The company, which also reported that its average sales price per barrel of crude oil and natural gas liquids in the U.S. was $35 in fourth quarter, down from $66 a year ago, edged up 0.7% to $86.44... Among the many others reporting earnings this week, Visa (V), Mastercard (MA), Under Armour (UA), Sprint (S) and Biogen (BIIB) gained immediately following their reports, while Qualcomm (QCOM), eBay (EBAY), U.S. Steel (X), VMware (VMW) and Anthem (ANTM) all slid following their own... Xerox (XRX) announced plans to separate into two independent publicly-traded companies: one focused on Document Technology and another Business Process Outsourcing company. Xerox also announced an agreement related to the governance of the Business Process Outsourcing company under which six directors of the new company will be selected by Xerox and three will be selected by current Xerox shareholder Carl Icahn... Terex (TEX) surged more than 36% higher on Tuesday after receiving a $30 per share acquisition offer from China's Zoomlion. Terex peers Manitowoc (MTW), Joy Global (JOY) and Oshkosh (OSK) also gained after the offer was disclosed... Weight Watchers (WTW) shares soared nearly 20% Tuesday after noted shareholder and partner Oprah Winfrey tweeted a video detailing her progress using the company's program, indicating that she'd already lost 26 pounds thanks to its plan... AIG (AIG) provided its much-anticipated strategy update, committing to return at least $25B to shareholders over the next two years and announcing the sale of AIG Advisor Group to Lightyear Capital and PSP Investments. The company, under ongoing pressure from activist investors including Carl Icahn, also said it will publicly offer a portion of its United Guaranty unit, though it expressly rejected a full company breakup... SunEdison (SUNE) gained 18% during the week after agreeing to new corporate governance initiatives with David Einhorn's Greenlight Capital, including amending its bylaws to restrict equity issuances for two years without a supermajority board vote... Twitter (TWTR) slumped nearly 6% this week after CEO Jack Dorsey confirmed the departure of four company executives, leading research firm Stifel to downgrade the shares. INDEXES: The Dow gained about 2.2% to close at 16,466.30; the S&P 500 rose about 1.6% to close at 1,940.24; the Nasdaq advanced about 0.4% to close at 4,613.95.
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