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Stock Market & Financial Investment News

News For GOOG;EMC;VMW;INTC;GILD;FRX From The Last 14 Days
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November 28, 2014
07:43 EDTINTCHP results an incremental positive for PC and Server industry, says B. Riley
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07:17 EDTINTCIntel calls on India to strengthen trade secrets protection, Economic Times says
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06:18 EDTGOOGEuropean Parliament vote calls on regulators to consider Google break-up
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November 26, 2014
12:34 EDTGOOGApple Pay competitor to reportedly launch in China, WantChinaTimes says
China UnionPay, the largest issuer of credit and debit cards in China, is promoting a mobile payment system for smartphones that use Google's (GOOG) Android operating system, China Business News reported, according to WantChinaTimes. The service will use NFC technology like Apple;'s (AAPL) Apple Pay, and launch in the third quarter of 2015, WantChina Times quoted the China Business News article as saying. NXP Semiconductors (NXPI) and Broadcom (BRCM) manufacture NFC chips. Reference Link
November 25, 2014
15:29 EDTINTCIntel hits fresh highs and ticks resistance at a key technical juncture
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14:29 EDTGOOGGoogle volatility at low end of historic range
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13:16 EDTGOOGAngie's List retreats after Amazon reportedly launches local services site
Shares of Angie's List (ANGI) are sinking after The Wall Street Journal reported this morning that Amazon.com (AMZN) had launched a website that will connect consumers to local service providers. Angie's List connects users to local contractors and publishes consumers' reviews of contractors. WHAT'S NEW: Amazon.com launched its website featuring information about local contractors in New York, Los Angeles, and Seattle, The Journal reported, citing an unnamed source who was briefed on the company's plan. Called Amazon Local Services, the website is part of the e-commerce giant's attempt to compete with traditional stores, The Journal said. WHAT'S NOTABLE: Reuters reported last June that Amazon planned to launch a local services website. Last month, research firm Wunderlich said that Angie's List could be a logical takeover target for Amazon or eBay (EBAY). Wunderlich issued its note after The Financial Times reported that Angie's List had hired bankers to help it explore strategic options, including a possible sale of the company. ANALYST REACTION: In a note to investors today, Robert W. Baird analyst Colin Sebastian wrote that Amazon's service should be appealing to users searching for local services or shopping for products that have to be serviced. Moreover, service providers should also find value in Amazon's website, Sebastian stated. Service providers will only have to pay Amazon a share of the revenue they receive from customers they obtain from the website, the analyst wrote. Also, Amazon's popularity will enable it to bring meaningful amounts of business to the service providers, Sebastian wrote. He kept a $340 price target and Outperform rating on Amazon shares. Sebastian also noted that the market is increasingly competitive, with Groupon (GRPN) and Yelp (YELP) among the other public companies in the space, and he said he expects Facebook (FB) and Google (GOOG) to build more local services over time. PRICE ACTION: In early afternoon trading, Angie's List fell 4% to $6 and Amazon slid 1% to $332.50.
12:35 EDTEMCEarnings Preview: Analysts take positive view of HP after split plan
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11:10 EDTGOOGWorldwide tablet growth expected to slow to 7.2% in 2014, IDC says
The worldwide tablet market is expected to see a massive deceleration in 2014 with year-over-year growth slowing to 7.2%, down from 52.5% in 2013, according to a new forecast from International Data Corporation (IDC). At the core of this slowdown is the expectation that 2014 will represent the first full year of decline in Apple iPad shipments. Both the iPad and the overall market slowdown do not come as a surprise as device lifecycles for tablets have continued to lengthen, increasingly resembling those of PCs more than smartphones. "The tablet market continues to be impacted by a few major trends happening in relevant markets," said Ryan Reith, Program Director with IDC's Worldwide Quarterly Mobile Device Trackers. "In the early stages of the tablet market, device lifecycles were expected to resemble those of smartphones, with replacement occurring every 2-3 years. What has played out instead is that many tablet owners are holding onto their devices for more than 3 years and in some instances more than 4 years. We believe the two major drivers for longer than expected tablet lifecycles are legacy software support for older products, especially within iOS, and the increased use of smartphones for a variety of computing tasks." Publicly traded companies in the space include Samsung (SSNLF), Apple (AAPL), Google (GOOG), Amazon.com (AMZN) and Barnes & Noble (BKS). Reference Link
10:16 EDTGOOGYahoo seeks to replace Google when Apple deal ends next year, Information says
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09:39 EDTGILD, INTCActive equity options trading
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06:23 EDTINTCARM, Intel see growth opportunities in Internet of things segment, DigiTimes say
ARM-based CPU platforms are not expected to achieve any significant results within the next two years in PC and server industries, reports DigiTimes. According to sources from the supply chain, ARM (ARMH) and Intel (INTC) have found a new business opportunity in the Internet of things segment and both expect growth in that area. Reference Link
06:18 EDTINTCIntel decides to keep tablet subsidies, Digitimes reports
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November 24, 2014
16:00 EDTGILDOptions Update; November 24, 2014
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13:53 EDTGOOGCCS Insight predicts Google will buy GoPro in 2015, Wareable reports
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10:16 EDTGILDGilead management to meet with ISI Group
Meeting to be held in Scotland on December 1 hosted by ISI Group.
09:39 EDTGILDActive equity options trading
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08:53 EDTGOOGEU lawmakers to vote Thursday on motion proposing Google breakup, Reuters says
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08:34 EDTVMWJefferies software analysts hold an analyst/industry conference call
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06:38 EDTGOOGGoogle may plan to shut down Glass Basecamps, 9to5Google reports
Google may plan to shut down its Glass Basecamps, reports 9to5Google. Citing a post on Google+ by Glass Exporer Spencer Kleyweg, the company is no longer accepting scheduled appointments to Glass support hubs. The shudown apparently affects all four of its basecamps, located in Los Angeles, New York, San Francisco and London. Reference Link
November 23, 2014
17:24 EDTINTCIntel, Qualcomm look like 'excellent' investments, Barron's says
Intel (INTC) and Qualcomm (QCOM) both look like "excellent" investments, with Qualcomm looking better for risk-prone investors, Barron's contends in its 'Technology Trader' column. Reference Link
17:01 EDTINTCIntel shares could rise 30%, Barron's says
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November 21, 2014
16:36 EDTINTCMarket ends week higher as domestic data, foreign central banks boost shares
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13:45 EDTGOOGEuropean parliament poised to call for Google break-up, FT reports
Germany’s Günther Oettinger has raised significant concerns about Google's power since his nomination to be the EU’s digital commissioner, and a new European parliament draft motion says that “unbundling [of] search engines from other commercial services” should be considered as a potential solution to Google’s dominance, reported the Financial Times. Reference Link
12:49 EDTGOOGGoogle to let users pay to avoid web ads
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10:01 EDTEMCOn The Fly: Analyst Initiation Summary
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10:00 EDTINTCOn The Fly: Analyst Downgrade Summary
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09:36 EDTGILDActive equity options trading
Active equity options trading according to Track Data: AAPL AMZN TSLA BIDU CLF DOW LVS BABA TWTR GILD
08:06 EDTINTCIntel DCG growth could add 15c-20c to 2015 EPS, says Jefferies
Jefferies says the bear argument on Intel misses the fact that the company's Data Center Group is expected to growth 15% annually for the foreseeable future. The firm estimates DCG growth could add $1B in free cash flow and 15c-20c in EPS In 2015. If also estimates Intel's PC revenue, which the bears highlight, will increase by 4% in 2014 to $35B, at 45% operating margin and contribute $2.00 in EPS. Jefferies reiterates a Buy rating on Intel with a $45 price target.
07:56 EDTINTCIntel analyst day mixed, says FBR Capital
FBR Capital views Intel's analyst day as mixed since the company's gross margin and PC guidance came in below its expectations while it also announced a dividend increase and better than expected capex outlook. FBR raised its price target for Intel shares to $40 from $36 saying the cash return story is likely to temp income investors. It keeps an Outperform rating on the stock.
07:35 EDTINTC, INTCIntel downgraded to Sell from Underperform at CLSA
Price target is $31.
07:29 EDTINTCIntel data center unit forecast beat estimates, says Pacific Crest
Pacific Crest says that Intel's 2015 guidance for its data center unit surpassed consensus estimates. The firm notes that the unit generates 42% of the company's operating profits, and it thinks the company has a number of other positive catalysts. It recommends buying the shares.
07:25 EDTEMCEMC reinstated with a Buy at BofA/Merrill
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06:08 EDTGOOGFacebook working to expand drone team, Re/code reports
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06:05 EDTINTCIntel may not reach goal of shipping 70M tablet chips next year, Re/code reports
Intel CEO Bryan Krzanich said in an interview on the sidelines of the company's investor meeting that the company may not ship 70M tablet chips in 2015 as previously predicted, Re/code reports. Krzanich commented, "I don’t think our standalone number will be that high." Reference Link
November 20, 2014
16:44 EDTVMWVMware initiated with a Buy at Jefferies
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16:24 EDTINTCOn The Fly: Closing Wrap
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15:44 EDTGILDOptions Update; November 20, 2014
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13:59 EDTINTCIntel remains a top pick at Wells Fargo
Wells Fargo says Intel's outlook for 2015 is "roughly consistent" with its estimates. It expects Intel's competitive strength to profitability and share value over the next several years. The firm views Intel as a top pick and keeps an Outperform rating on the stock.
12:34 EDTINTCIntel sees FY15 R&D spending approximately $20B, plus or minus $400M
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12:33 EDTINTCIntel sees FY15 CapEx approximately $10.5B, plus or minus $500M
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12:32 EDTINTCIntel sees FY15 gross margin 62%, plus or minus two points
12:32 EDTINTCIntel sees FY15 revenue growth in mid-single digits, consensus $57.78B
12:31 EDTINTCIntel raises annual dividend to 96c per share
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11:52 EDTINTCIntel CEO confirms organizational change made this week
The Wall Street Journal reported earlier this week that Intel has reorganized by combing its groups that handle personal computer chips with those used for smartphones and tablets, and Intel CEO Brian Krzanich confirmed the change during the company's investor day presentation.
11:32 EDTINTCIntel says high-end gaming segment among fastest growing in PCs
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11:21 EDTGILDGilead calls active on renewed activist investor speculation
Gilead November 101 and 103 calls are active on 14K contracts (2K puts) on renewed activist investor speculation. November call option implied volatility is at 38, December is at 36, and January is at 35; compared to its 26-week average of 33 according to Track Data. Active call volume suggests traders taking positions for larger near term price movement.
11:11 EDTGILDRumor: Gilead moves up on renewed activiest investor speculation
Shares of Gilead are moving higher on speculation that Carl Icahn has taken a stake in the company.
09:36 EDTGOOGActive equity options trading
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07:52 EDTGOOGGoogle loss of Mozilla unlikely to have material impact, says Credit Suisse
Credit Suisse said Google's (GOOGL) loss of Mozilla as an affiliate to Yahoo (YHOO) will unlikely have a material impact on revenue and said EBITDA will only be impacted by .2%-.5%. Shares are Outperform rated with a $722 price target, down from $723 due to an error in a previous note.
07:23 EDTEMCBoston Security Analysts Society to hold a conference
Sustainable Investing: Taking the Long View is being held in Boston on November 20.
06:48 EDTGOOGNetflix's Kelly Merryman to join YouTube, TechCrunch reports
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06:28 EDTGOOGBillboard 200 chart to include on-demand streaming in rankings
The Billboard 200 albums chart will premiere its biggest upgrade in more than 23 years, transforming from a pure sales-based ranking to one measuring multi-metric consumption. Beginning with the top 10 revealed on Wednesday, Dec. 3, on Billboard.com, the chart, which currently tracks the top 200 albums of the week by sales alone, will be the first to include on-demand streaming and digital track sales -- as measured by Nielsen Entertainment (NLSN) -- by way of a new algorithm. It is the most substantial methodology update since May 1991, when Billboard first used Nielsen's point-of-sale data -- SoundScan -- to measure album sales. The updated Billboard 200 will utilize accepted industry benchmarks for digital and streaming data, equating 10 digital track sales from an album to one equivalent album sale, and 1,500 song streams from an album to one equivalent album sale. All of the major on-demand audio subscription services are considered, including Spotify, Beats Music (AAPL), Google Play (GOOG) and Xbox Music (MSFT). Reference Link
November 19, 2014
14:59 EDTGOOGGoogle acquires iOS prototyping tool maker RelativeWave
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11:22 EDTGOOGGoogle to launch app store in China, The Information reports
Google intends to reverse its prior policy and distribute a version of its Google Play app store with phone makers and other potential partners in China, according to The Information, citing several people with knowledge of the company’s plans. Reference Link
10:29 EDTINTC, GOOGGoogle now top competitor to Apple, Jefferies says
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09:57 EDTGOOGGoogle management to meet with Piper Jaffray
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09:38 EDTGOOGCCS Insight predicts Netflix to be acquired next year, FT reports
CCS Insight, a U.K.-based technology research firm, is predicting that a major internet player such as Yahoo (YHOO), Alibaba (BABA) or Google (GOOG) will buy Netflix (NFLX) next year, reported Financial Times. Reference Link
08:02 EDTGOOGApple's top competition is Google, says Jefferies
Jefferies calls Google (GOOG) Apple's (AAPL) top competition after its analysis indicated that the search engine giant provides the majority of most popular Consumer Cloud Services, which it believes are expanding penetration through Android, Chrome, iOS, Windows and other devices. By contrast, Apple's iCloud remains focused on iOS devices, Jefferies points out. It keeps a Hold rating on Apple shares, saying Google dominates as provider of the most popular services, including Search, Maps, Chrome, and YouTube. To reflect positive supply chain data points, Jefferies raised its FY15 earnings estimate for Apple to $8.52 to $8.01. It also upped its price target for Apple shares to $120 from $112. The stock closed yesterday up $1.48 to $115.47.
07:33 EDTGILDGilead Q4 HCV sales likely to reach at least $3.5B, says Wells Fargo
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November 18, 2014
16:00 EDTGILDOptions Update; November 18, 2014
iPath S&P 500 VIX Short-Term Futures down 48c to 28.09. Option volume leaders: AAPL TSLA TWTR KO PBR GILD according to Track Data.
11:50 EDTINTCIntel November volatility elevated into investor meeting
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10:55 EDTINTCIntel to host investor meeting
Investor meeting to be held in Santa Clara, CA on November 20 at 11 am. Webcast Link
10:08 EDTGILDGilead granted European Commission marketing authorization for Harvoni
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09:27 EDTGOOGGoogle's Q4 gross ad revenues tracking slightly ahead, says ITG Research
ITG Research said Google's Q4 gross ad revenue is tracking to $16.35B vs. consensus of $16.29B.
09:06 EDTINTCIntel to combine two groups in new 'Client Computing' unit, WSJ says
Intel plans to reorganize by combing its groups that handle personal computer chips with those used for smartphones and tablets, according to The Wall Street Journal, citing an email sent to employees by CEO Brian Krzanich. Intel’s changes are scheduled to go into effect in early 2015, the report noted. Reference Link
06:08 EDTGOOG, INTCIntel's 'Mica' bracelet to feature Google alerts, AT&T data plan, Re/code says
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November 17, 2014
16:00 EDTGILDOptions Update; November 17, 2014
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11:06 EDTGILDLeerink biotech analysts hold an analyst/industry conference call
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09:36 EDTGILDActive equity options trading
Active equity options trading according to Track Data: AAPL PBR BHI GILD MU HD AMZN TSLA YHOO FB TWTR
07:52 EDTINTCDepartment of Energy awards $425M for supercomputing technologies
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06:23 EDTGOOGFacebook working on 'Facebook at Work' website, FT reports
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06:10 EDTGOOGGoogle partners with Telstra to test Project Loon in Australia, SMH reports
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06:02 EDTEMCStocks with implied volatility movement; WFT EMC
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November 14, 2014
17:07 EDTGOOGSoros Fund Management gives quarterly update on stakes
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14:53 EDTGILDCVS Express Scripts implementing drug price controls, says Cleveland Research
Cleveland Research believes that CVS (CVS) and Express scripts are implementing rebates and price controls on drug. The firm expects the companies to increase their focus on controlling durg prices next year, and adds that they have already itnroduced prior authorization criteria for hepatitis drug. Publicly traded drug companies include AstraZeneca (AZN), Bristol-Myers (BMY), Eli Lilly (LLY), GlaxoSmithKline (GSK), Johnson & Johnson (JNJ), Merck (MRK), Novartis (NVS), Pfizer (PFE), Roche (RHHBY) and Sanofi (SNY). Makers of hepatits c drugs include AbbVie (ABBV) and Gilead (GILD),
13:55 EDTEMCEMC volatility elevated as shares near 13-year high
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13:52 EDTVMWVMware volatility at low end of historic range
VMware November call option implied volatility is at 22, December is at 23, January is at 20, April is at 25; compared to its 26-week average of 31 according to Track Data, suggesting decreasing price movement.
11:48 EDTGILDStocks with call strike movement; GILD BBY
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09:38 EDTGILDActive equity options trading
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06:00 EDTGOOGGoogle to retire Google Wallet for digital goods API on March 2, 2015
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