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January 7, 2014
10:20 EDTAVGO, QCOM, NVDA, MU, MRVL, INTC, IMG, GLW, CSR, CAJ, ARMH, SYX, SYNAUBS to hold events at CES 2014
UBS Events at CES 2014 will be held in Las Vegas on January 7.
Check below for free stories on AVGO;SYX;ARMH;CAJ;CSR;GLW;IMG;INTC;MRVL;MU;NVDA;QCOM;SYNA the last two weeks.
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September 5, 2014
11:32 EDTINTCApple, Google, Adobe appeal court's rejection of hiring settlement, Reuters says
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08:22 EDTNVDA, QCOM, INTCNVIDIA lawsuits likely to have positive outcome, says JMP Securities
After NVIDIA (NVDA) filed lawsuits against Qualcomm (QCOM) and Samsung, JMP Securities thinks there is a good chance that NVIDIA will obtain a favorable ruling or settlement that is equal or greater to the $1.5B deal it cut with Intel (INTC),. The firm thinks that other companies, most notably Apple (AAPL), will launch talks with NVIDIA in the wake of the lawsuit. JMP Securities recommends buying NVIDIA ahead of upcoming Apple product refreshes and what it sees as accelerating growth trends for NVIDIA. The firm is upbeat about NVIDIA's new products and reiterates an Outperform rating.
07:31 EDTNVDA, QCOMNVIDIA lawsuit positive, says Stifel
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06:15 EDTAVGOAvago price target raised to $100 from $90 at Citigroup
Citigroup raised its price target for Avago (AVGO) shares to $100 citing increased confidence in the company's wireless content gains after meeting with management. Citi believes Avago will likely double its dollar content in Apple's (AAPL) iPhone 6 when compared to the iPhone 5S. The firm reiterates a Buy rating on Avago, calling the stock its top specialty semi pick. The stock closed yesterday up 70c to $86.09.
September 4, 2014
16:13 EDTQCOM, NVDANVIDIA files patent infringement complaint against Qualcomm, Samsung
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12:50 EDTMUMicron's Adams says market different now due to consolidation, diversification
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09:06 EDTINTCHP, Intel, Dell announce creation of Redfish industry standard
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09:01 EDTAVGOAvago announces 32c interim dividend
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07:31 EDTINTCIntel management to meet with Deutsche Bank
Meeting to be held in Frankfurt on September 4 hosted by Deutsche Bank
06:53 EDTMUMicron reinstated with a Buy at Deutsche Bank
Deutsche Bank reinstated shares of Micron with a Buy rating saying the company's improved profitability and free cash flow generation are sustainable. The firm has a $40 price target for shares.
06:40 EDTINTCApple, others restart discussions with tech staff in hiring suit, Reuters says
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September 3, 2014
15:24 EDTARMHARM Holdings volatility at record low
ARM Holdings overall option implied volatility of 27 is below its 26-week average of 32 according to Track Data, suggesting decreasing price movement.
10:41 EDTAVGOAvago volatility at low as shares at historic high
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10:34 EDTSYNASamsung's Galaxy Note 4 likely using Synaptics' lower priced sensor, says OTR
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10:23 EDTSYNASynaptics sensor not mentioned at Samsung Note event, says Pacific Crest
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09:29 EDTMUMicron, SanDisk have positive read though from Samsung proxy, says Sterne Agee
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08:34 EDTINTCIntel volatility increases as shares near 10-year high
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08:22 EDTARMHARM Holdings TrustZone outlook positive, says JMP Securities
JMP Securities expects ARM Holdings' (ARMH) TrustZone technology to be an underlying enabler of secure electronic payment in Apple's (AAPL) iPhone 6 and new electronic credit cards in the United States. The firm believes that ARM is well-positioned to provide architecture for mobile and Internet of Things applications. It reiterates a $60 price target and Outperform rating on the stock.
07:44 EDTINTCIntel management to meet with Deutsche Bank
Meetings to be held in Amsterdam/Milan on September 3 hosted by Deutsche Bank.
06:10 EDTARMHARM Holdings management to meet with JMP Securities
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