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Stock Market & Financial Investment News

News Breaks
February 12, 2013
10:01 EDTLVS, WAG, NVO, GFI, BXP, NCLH, SPH, NTAP, DLR, ARE, AWI, WBC, RGLD, SJM, DCTOn the Fly: Analyst Upgrade Summary
Today’s noteworthy upgrades include: Alexandria Real Estate (ARE) upgraded to Overweight from Equal Weight at Evercore... Boston Properties (BXP) upgraded to Outperform from Sector Perform at RBC Capital... DCT Industrial (DCT) upgraded to Market Perform from Underperform at Wells Fargo... Digital Realty (DLR) upgraded to Overweight from Equal Weight at Evercore... Gold Fields (GFI) upgraded to Neutral from Sell at Citigroup... J.M. Smucker (SJM) upgraded to Outperform from Market Perform at Bernstein... Nortel NetApp (NTAP) upgraded to Buy from Hold at Brean Capital... Novo Nordisk (NVO) upgraded to Buy from Neutral at Nomura... Royal Gold (RGLD) upgraded to Buy from Neutral at UBS... Suburban Propane (SPH) upgraded to Buy from Neutral at BofA/Merrill... Walgreen (WAG) upgraded to Buy from Neutral at Mizuho... NetApp (NTAP) upgraded to Buy from Hold at Brean Capital... WABCO (WBC) upgraded to Buy from Neutral at Buckingham... Las Vegas Sands (LVS) upgraded to Buy from Hold at Argus... Norwegian Cruise Line (NCLH) upgraded to Buy from Neutral at Nomura... Armstrong World (AWI) upgraded to Buy from Neutral at Citigroup.
News For ARE;BXP;DCT;DLR;GFI;SJM;NTAP;NVO;RGLD;SPH;WAG;WBC;NCLH;LVS;AWI From The Last 14 Days
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February 4, 2016
10:25 EDTNTAP$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.
09:33 EDTBXPBoston Properties shares oversold, says BB&T
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09:30 EDTNTAPNetApp downgraded to Negative from Mixed at OTR Global
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07:37 EDTSPHSuburban Propane reports Q1 retail propane gallons sold down 18.4% to 109.8M
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07:36 EDTSPHSuburban Propane reports Q1 EPS 20c, may not compare to consensus 79c
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February 3, 2016
18:46 EDTBXPBoston Properties sees Q1 FFO $1.59-$1.61, consensus $1.35
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18:46 EDTBXPBoston Properties raises FY16 FFO view to $5.78-$5.93 from $5.50-$5.70
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18:44 EDTBXPBoston Properties reports Q4 FFO $1.28, consensus $1.27
Reports Q4 revenue $624.24M, consensus $619.34M.
17:02 EDTRGLDRoyal Gold reports Q2 EPS 23c, consensus 24c
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15:08 EDTSJMJ.M. Smucker to host analyst and investor meeting
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07:35 EDTAWIArmstrong World announced proposed refinancing
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05:20 EDTLVSStocks with implied volatility movement; LVS BP
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February 2, 2016
11:01 EDTWBCWABCO acquires MICO Incorporated
WABCO announced that it has acquired MICO Incorporated, a global market leader in hydraulic components, controls and brake systems for heavy-duty, off-highway vehicles in agriculture, construction, mining and similar industries. MICO generated revenues of approximately $52M in 2015 and is headquartered in North Mankato, Minnesota.
09:36 EDTLVSActive equity options trading on open
Active equity options trading on open: FB AAPL BAC GOOGL NFLX GOOG XOM TWTR LVS
08:36 EDTNVOPiper Jaffray biopharma analyst holds an analyst/industry conference call
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February 1, 2016
16:20 EDTAREAlexandria Real Estate sees FY16 FFO $5.41-$5.61, consensus $5.51
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16:19 EDTAREAlexandria Real Estate reports Q4 FFO $1.33, consensus $1.33
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12:48 EDTNCLHOptions with increasing call volume
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10:08 EDTNCLHHigh option volume stocks
High option volume stocks: NOK HLT NCLH DF GALE VMW DPS SYY SYMC PGR
06:52 EDTLVSMacau reports January casino revenue down 21.4% to 18.67B patacas
Macau's gaming bureau reported January casino revenue in the region fell 21.4% to 18.67B patacas. Publicly traded companies in the space include Las Vegas Sands (LVS), MGM Resorts (MGM), Wynn Resorts (WYNN), and Melco Crown (MPEL).
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