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News For GOOG;AAPL From The Last 14 Days
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November 25, 2015
14:57 EDTAAPLApple to launch OLED iPhones by 2018, Nikkei says
Apple (AAPL) plans to use so-called organic light-emitting diode displays, or OLED, in its iPhones beginning in 2018, reports the Nikkei. The company has notified suppliers, with LG Display (LPL) already starting to plan for capacity upgrades, according to the report. The publication contends that securing enough screens to meet global demand for iPhones will "likely" be difficult, leading Apple to potentially offer OLED iPhones alongside standard LCD models. Reference Link
09:36 EDTAAPLActive equity options trading on open: AAPL TSLA TGT TSN FB
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09:31 EDTAAPLSupply chain talks point to Q1 iPhone units of 75M-80M, says Cleveland Research
Cleveland Research said its recent talks with members of Apple's supply chain suggest iPhone units in the December quarter are still tracking for year-over-year growth, with units trending in the 75M-80M range. Talks still suggest a softening in the March quarter, the research firm added. Cleveland Research keeps a Neutral rating on Apple shares.
08:19 EDTGOOGGoogle claims search result burying Yelp, TripAdvisor is a bug, Re/code reports
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November 24, 2015
16:00 EDTAAPLOptions Update; November 24, 2015
iPath S&P 500 VIX Short-Term Futures up 13c to 19.04, Option volume leaders: AAPL FB NFLX BAC PFE AMZN CHK TWTR GE SUNE DE AGN AAL MSFT INTC X BABA A
09:37 EDTAAPLActive equity options trading on open
Active equity options trading on open: AAPL FB BAC DIS NFLX X YNDX GILD PANW SUNW
09:09 EDTGOOGDuke Energy solar project in Rutherford to provide energy to Google data center
Google (GOOG) will benefit from Duke Energy (DUK) Carolinas' Green Source Rider program - meeting a portion of the power demand from the company's data center in Lenoir with solar energy. A 61-megawatt solar project will be constructed in Rutherford County in Duke Energy Carolinas' service territory. Under a power purchase agreement with the Rutherford Farms solar project, Duke Energy will secure power to meet new energy demand from Google's expanded data center.
06:38 EDTGOOGAlphabet makes subsidiaries accountable for spending, WSJ says
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05:43 EDTAAPLApple to launch Apple Pay in China by February, WSJ reports
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November 23, 2015
16:12 EDTAAPLApple survey sends positive sign on upgrade frequency, says Piper Jaffray
Piper Jaffray analyst Gene Munster said the firm's survey of 236 U.S. iPhone 6S users showed that that 31% of them expect to upgrade their iPhone every 18 months or sooner and that 18.5% plan to do so every 12 months or sooner. Munster views the data as an early positive sign that U.S. carriers' shift to an installment-based model is allowing users to upgrade more frequently and he foresees the average iPhone upgrade cycle shrinking to 15 months from the 22 month average seen today. The analyst keeps an Overweight rating and $179 price target on Apple shares.
16:02 EDTAAPLOptions Update; November 23, 2015
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13:26 EDTGOOGZillow joins Google Compare for Mortgages experience
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09:39 EDTAAPLActive equity options trading on open
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06:15 EDTGOOGGoogle received over 66M 'URL requested to be removed' over the last month
According to new data published by Google yesterday as part of its Transparency Report, the company received 66,318,159 "URLs requested to be removed" over the last month. Google regularly receives requests from copyright owners and reporting organizations that represent them to remove search results that link to material that allegedly infringes copyrights. Each request names specific URLs to be removed, and it lists the domain portions of URLs requested to be removed under specified domains. Reference Link
November 22, 2015
13:21 EDTGOOGAlphabet, Celgene, others could rise 20% over next year, Barron's says
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November 20, 2015
18:22 EDTGOOGGoogle targets China launch of Google Play app store in 2016, Reuters says
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17:06 EDTAAPLJury says Apple did not infringe antipiracy patents of Pendrell unit
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16:02 EDTAAPLOptions Update; November 20, 2015
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10:38 EDTGOOGAnalyst sees 'cloud cold war' coming between Google, Microsoft, Amazon
Recent comments by Google (GOOG) indicate that the tech giant plans to make a major push in the cloud infrastructure market, Deutsche Bank analyst Ross Sandler wrote in a note to investors today. Google's initiatives in this area could significantly boost its stock price and signify the start of a "cold war" in the space, but are unlikely to negatively affect the number two player in the area, Microsoft (MSFT), Sandler believes. WHAT'S NEW: Google has not been aggressively expanding its cloud infrastructure business, but recent comments by the tech giant indicates that this situation is changing, Sandler wrote. Google executive Urs Holzle said that the tech giant plans to aggressively expand its cloud platform, and projected that the company's revenue from the cloud could surpass its ad revenue by 2020, the analyst noted. The note comes after Google acquired a small platform-as-a-service company called bebop and appointed its CEO, VmWare (VMW) co-founder Diane Greene, to lead a new cloud business. Based on Hozle's comment, Google is seeking to boost its cloud revenue to $100B by 2020, Sandler estimated. If the tech giant even "gets part of the way" to meeting the goal, the growth in its cloud business will boost its market cap by hundreds of billions of dollars, Sandler believes. Google's push in the cloud is negative for Microsoft, but it will take years for Google to build up its cloud business to the point where it's competitive with Microsoft's cloud offering, Azure, the analyst contended. Amazon (AMZN), which Google also much catch, is the runaway leader in the cloud market. WHAT'S NOTABLE: Google may look to make acquisitions in the software-as-a-service sector to build up its cloud business, and vendors like Red Hat (RHT) which sell to cloud infrastructure providers have added a major new customer, Sandler wrote. Major software-as-a-service providers include (CRM), Workday (WDAY), and Netsuite (N). PRICE ACTION: In early trading, Alphabet Class A shares gained 1.5% to $771.37, Microsoft slid 1.1% to $53.33 and Amazon rose fractionally to $662.87.
10:04 EDTAAPLActive equity options trading on open
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