New User:

-or-
Username:
Password:
Forgot your password?

Stock Market & Financial Investment News

News For INTC;QCOM;TSM From The Last 14 Days
Sign up for a free trial to see the rest of the stories you've been missing.
<< 1 | 2 | 3 | 4 | all recent news | >>
January 23, 2015
10:07 EDTTSMHigh option volume stocks
High option volume stocks: CE TSM RYAM NOC SNE FXCM LBTYA TKMR LF STT
08:10 EDTQCOMMarvell product could replace Qualcomm Snapdragon, says RBC Capital
Subscribe for More Information
06:04 EDTINTCIntel may look to form stylus alliance, DigiTimes reports
Intel has recently invited several touch sensor IC designers to form an alliance in order to establish a specification standard for stylus, reports DigiTimes. According to sources from IC designers, the alliance's first product is expected to launch in Q3 and will be to make the input device usable across different mobile devices. Reference Link
January 22, 2015
14:45 EDTQCOMQualcomm seen giving Samsung redesigned Snapdragon, WSJ says
Subscribe for More Information
08:02 EDTQCOMImpact to Qualcomm of Galaxy loss would be relatively small, says Bernstein
After Bloomberg reported that Samsung would not use Qualcomm's chip for the upcoming Galaxy S 6, Bernstein estimates that Qualcomm's EPS would only be negatively impacted by 2%-8% if its chip is not included in the devices. The firm says that other licensing headwinds will have more of an impact on Qualcomm. It keeps a $70 price target and Market Perform rating on the stock.
January 21, 2015
11:22 EDTQCOMAnalyst disputes report of Qualcomm troubles with Samsung
Subscribe for More Information
09:46 EDTQCOMSamsung unlikely to switch from Qualcomm in all Galaxy S6, says Cowen
Cowen doubts that Samsung (SSNLF) is ready to switch away from Qualcomm (QCOM) components to a whole new chip system for its Galaxy S6 phone, as implied by a Bloomberg report, and believes instead that the phone maker will launch the Galaxy S6 in Korea with its own chips and slightly delay the phone elsewhere while Qualcomm works through its issues. The firm, which also thinks Qualcomm has already solved the reported heating problem with the Snapdragon 810, maintains its Outperform rating and $79 price target on Qualcomm.
09:44 EDTQCOMQualcomm slips on reports its chips won't be used in new Galaxy phone
Subscribe for More Information
09:37 EDTQCOMQualcomm shares defended at Credit Suisse
Subscribe for More Information
08:13 EDTQCOMQualcomm slides after reportedly being dropped from Galaxy phone
Samsung Electronics (SSNLF), which is trying to become more self-sufficient and give a boost to its own processor-making unit, will reportedly drop Qualcomm’s (QCOM) Snapdragon chip in favor of its own microprocessors in the next Galaxy S smartphone, according to a report from Bloomberg that cited people with direct knowledge of the matter. Shares of Qualcomm are down 2.7% to $70.50 in pre-market trading following the Bloomberg report.
07:15 EDTINTCAny Intel server weakness likely a hiccup, says RBC Capital
After JMP Securities yesterday downgraded Intel (INTC) based partly on information from a source who said that server component sales have been weak in 2015, RBC Capital says any weakness is probably due to a three month delay caused by a technical problem and is not demand driven. RBC Capital expects the technical problem to be resolved within three months but keeps a $40 price target and Sector Perform rating on Intel.
05:53 EDTQCOMStocks with implied volatility movement; IBM QCOM
Stocks with implied volatility movement; IBM (IBM) 27, Qualcomm (QCOM) 33 according to iVolatility.
05:53 EDTQCOMSamsung drops Qualcomm chip from next Galaxy smartphone, Bloomberg reports
Subscribe for More Information
January 20, 2015
11:15 EDTINTCIntel slips after JMP cuts to sell, Canaccord says upgrade not yet warranted
Following Intel's (INTC) fourth quarter results last week, two research firms issued cautious notes on the stock today. JMP Securities downgraded the stock to Underperform, which is the firm's "Sell" equivalent rating, while Canaccord kept a Hold rating on the shares, though the latter firm said its outlook on the company's fundamentals is continuing to become more positive and raised its price target on the name. WHAT'S NEW: Intel's Q4 results were "mixed," but the company's fundamentals appear to have improved, Canaccord analyst Matt Ramsay wrote in a note to investors today. The company's data center group and Internet of Things group should generate sustained 15%+ and 20%+ growth, respectively, over the next several years, the analyst stated. Meanwhile, Intel's PC client group should be able to cut costs further, Ramsay believes. The analyst said he had "intended to upgrade the stock" after the results, given his long-term upbeat view of the company, but was unable to do so. Ramsay explained that he changed his mind because he does not think the company's profits will increase at all this year, while the stock largely already reflects his expectations for solid profit growth in 2016. The analyst increased his price target on the shares to $40 from $36 but kept a Hold rating on the stock. More bearish was JMP Securities analyst Alex Gauna. Gauna downgraded the stock to Underperform from Market Perform and set a $30 price target on Intel. After speaking with a source who sells server components, the analyst reported that the source's business has been weak this month. Weak server component sales are likely to pull down Intel's stock, given its relatively high valuation, the analyst stated. Meanwhile, Intel's gross margins have probably peaked, Gauna believes. PRICE ACTION: In morning trading, Intel fell 1.7% to $35.82.
08:07 EDTINTCIntel downgraded at JMP Securities
As noted earlier, JMP Securities downgraded Intel to Underperform from Market Perform. The firm reports that industry sources said there has been a sharp downturn in server activity going into 2015.
07:59 EDTINTCIntel upgrade not warranted due to lack of EPS growth, says Canaccord
Canaccord said it intended to upgrade Intel following its mixed Q4 results, but with estimates for essentially no earnings growth in 2015, the firm could not justify it. As a result, Canaccord raised its price target to $40 from $35 on Intel shares and maintained its Hold rating, but noted it stands ready to upgrade the stock on a pullback.
06:12 EDTINTCIntel downgraded to Underperform from Market Perform at JMP Securities
January 16, 2015
10:01 EDTQCOMOn The Fly: Analyst Downgrade Summary
Subscribe for More Information
08:49 EDTINTCIntel CEO says has made 'incremental improvement' on diversity
Subscribe for More Information
08:47 EDTINTCIntel CEO says relationship with Apple 'strong'
Krzanich says he's heard the "rumors" of Apple (AAPL) looking at other types of chips for some of its products. Apple will always choose innovation and Intel's (INTC) job is to offer them the most competitive products, Krzanich said. Intel's CEO says many customers want to have a single supply source, which is a reason Intel needs to be in a broad array of businesses including mobile, PCs and servers. Krzanich says "very comfortable" with inventory levels and that Q4 played out the way the company expected. Intel CEO Brian Krzanich is speaking on CNBC.
08:32 EDTINTCIntel results, 2015 plans 'very impressive,' says Wells Fargo
Subscribe for More Information
08:24 EDTQCOMQualcomm downgraded to Hold from Buy at Drexel Hamilton
Subscribe for More Information
07:35 EDTINTCChanos says short Intel for around six months
Subscribe for More Information
07:30 EDTINTCIntel post-earnings pullback a buying opportunity, says Jefferies
Subscribe for More Information
07:26 EDTINTCIntel margins to rise through 2015, says Deutsche Bank
Subscribe for More Information
06:05 EDTTSMTSMC expects to lead FinFET segment in 2016 and beyond, DigiTimes says
TSMC Chairman Morris Chang said the company will gain a majority share in the FinFET segment in 2016 although it will lose to Samsung in 2015, reports DigiTimes. At its investors conference, Chang said TSMC will continue to lead the segment in 2017, 2018 and beyond. Reference Link
06:03 EDTQCOMQualcomm Snapdragon 810 scheduled for product launches, DigiTimes reports
Although Qualcomm's Snapdragon 810 has been rumored to have defects and unstable mass production, DigiTimes Research says the product has already entered mass production. The AP may still have some defects, but they have not stopped vendors from adopting it into their products. Reference Link
05:59 EDTINTCIntel aims to ship 44M tablet APs in 2015, DigiTimes reports
Intel (INTC) targets shipping 44M tablet APs in 2015 to acount for one third of the non-Apple (AAPL) tablet shipments in 2015, reports DigiTimes. According to sources from tablet players, Intel expects losses from its tablet segment to narrow significant in 2016 as it acquires a leading position in the non-Apple tablet sector. Reference Link
January 15, 2015
18:28 EDTINTCOn The Fly: After Hours Movers
Subscribe for More Information
18:02 EDTINTCIntel says shipped chips into 46M tablets in 2014
Subscribe for More Information
16:42 EDTINTCIntel CFO says corporate PC demand growth likely to slow, consumer to improve
Subscribe for More Information
16:08 EDTINTCIntel down 2% following Q4 results, guidance
Subscribe for More Information
16:08 EDTINTCIntel sees FY15 revenue growth in mid-single digits, consensus $59.19B
Subscribe for More Information
16:06 EDTINTCIntel CEO says Q4 a 'strong finish to a record year'
Subscribe for More Information
16:05 EDTINTCIntel reports Q4 gross margin 65.4%
Subscribe for More Information
16:04 EDTINTCIntel reports Q4 PC Client Group revenue $8.9B, down 3% sequentially, up 3% YoY
Subscribe for More Information
16:02 EDTINTCIntel sees Q1 revenue $13.7B, plus or minus $500M, consensus $13.77B
Subscribe for More Information
16:01 EDTINTCIntel reports Q4 EPS 74c, consensus 66c
Subscribe for More Information
15:14 EDTINTCNotable companies reporting after market close
Notable companies reporting after the market close, with earnings consensus, include Intel (INTC), consensus 66c; Schlumberger (SLB), consensus $1.46; Bank of the Ozarks (OZRK), consensus 41c; People's United (PBCT), consensus 21c; Wintrust Financial (WTFC), consensus 77c.
15:02 EDTINTCEarnings Preview: Jefferies refutes bear case on Intel
Subscribe for More Information
14:14 EDTINTCIntel technical notes ahead of earnings
The shares have been in a sideways consolidation pattern for the past two months which could become an active, in this case bullish, symmetrical triangle pattern. That pattern would be confirmed and active at or above $37.75. Upside potential for the pattern at a minimum would be to the $40 area. On good news and strong guidance, that pattern could trigger. If the news disappoints, that potential pattern could become void. A move below $36 would destroy the pattern's potential. Next downside levels based on support could be at $35.26, $34.23, and $32.54.
14:03 EDTTSMTSMC to sell ASML stake for $1.5B after lockup ends, Bloomberg says
Subscribe for More Information
13:29 EDTINTCIntel January 36.5 straddle priced for 3.8% movement into Q4
12:52 EDTTSMTSMC sees Q1 revenue NT$221B-NT$224B
Earlier today TSMC said: Q1 gross profit margin is expected to be between 48.5%-50.5%; Sees Q1 operating profit margin 38.5%-40.5%. TSMC further expects the capital expenditures for 2015 to be between US$11.5B and US$12B.
12:47 EDTTSMTSMC reports Q4 EPS 50c, consensus 49c
Subscribe for More Information
06:27 EDTINTCIntel to partner with more IT players for Internet of Things, DigiTimes reports
Intel (INTC) is preparing to team up with more IT firms such as AT&T (T), Verizon (VZ), Cisco (CSCO), SAP (SAP), and Microsoft (MSFT) in order to expand the Internet of Things industry in 2015, reports DigiTimes. According to sources from the upstream supply chain, Intel has been playing an active role in helping Taiwan build its smart city infrastructure and has also cooperated with Chunghwa Telecom to develop the IoT and cloud computing applications. Reference Link
06:14 EDTQCOMSamsung may dump Qualcomm chip in Galaxy S6 for own processor, DigiTimes says
Samsung (SSNLF) may dump Qualcomm's (QCOM) Snapdragon 810 processor for use in its next-generation Galaxy S smartphone in favor of its own Exynos-series chip, reports DigiTimes. According to other industry sources, Samsung's Galaxy S6 may have two versions using either Qualcomm's Snapdragon processors or Samsung's own Exynos chips. Reference Link
06:12 EDTQCOM, TSMTSMC sales likely to disappoint in Q2, DigiTimes reports
Subscribe for More Information
05:53 EDTTSMStocks with implied volatility movement; MNKD TSM
Stocks with implied volatility movement; MannKind (MNKD) 70, TSMC (TSM) 34 according to iVolatility.
January 14, 2015
14:49 EDTTSMTSMC technical notes ahead of results
Subscribe for More Information
11:23 EDTINTCIntel lower after report says Apple may displace chips in Macs
Subscribe for More Information
11:01 EDTINTCAnalyst says Apple may replace Intel chips in Macs, AppleInsider reports
Subscribe for More Information
08:18 EDTINTCIntel Q4 revenue likely to be at high end of guidance range, says Pacific Crest
Subscribe for More Information
07:46 EDTINTCIntel January volatility elevated into Q4 and outlook
Subscribe for More Information
06:29 EDTINTCCompanies reach new deal on worker hiring issue, Reuters says
Subscribe for More Information
06:16 EDTINTCIntel to expand 2-in-1 reference design to 12.5-inch display, DigiTimes says
Intel has expanded its $349-$399 2-in-1 devices' reference design to cover 12.5-inch display products, reports DigiTimes. Citing sources from notebook makers, the expansion will likely heat up competition in the 12-inch IT product segment. Reference Link
06:04 EDTQCOMQualcomm implied volatility of 34 at upper end of index mean range
Subscribe for More Information
January 13, 2015
11:57 EDTINTCHP rises after PC report despite Pacific Crest downgrade
Shares of personal computer maker Hewlett-Packard (HPQ) are rising after research firm Gartner estimated that worldwide PC shipments had risen 1% last quarter. The advance comes despite research firm Pacific Crest having downgraded HP shares this morning. WHAT'S NEW: Worldwide shipments of PCs increased 1% last quarter, Gartner estimated. "These results indicate a slow, but consistent improvement following more than two years of decline," the firm wrote. The estimate suggests that PCs are not fading into oblivion, as some had predicted. Despite this news, research firm Pacific Crest downgraded HP to Sector Perform from Outperform in a note to investors today. HP is facing increased competition, as a number of companies are buying fewer individual servers and IT storage products, Pacific Crest analyst Brent Bracelin stated. Instead, they are buying integrated IT stacks. Ongoing technological trends could make this option more popular going forward, the analyst believes. Additionally, new data storage systems - including next wave systems with software-defined controls, cloud storage systems, and open sources systems - are growing rapidly and could increase the competitive pressure on HP, the analyst stated. Bracelin is less confident that HP's multiple can expand further going forward, he added. WHAT'S NOTABLE: Bracelin also downgraded NetApp (NTAP) to Sector Perform from Outperform for the same reasons that he cut his rating on HP. The analyst identified Tableau (DATA), F5 Networks (FFIV), Qlik Technologies (QLIK), and Nimble Storage (NMBL) as his favorite names in the IT infrastructure sector. F5 should benefit from earnings and multiple expansion as it carries out its security strategy, while Qlik is well-positioned to generate improved growth and margins, the analyst stated. Tableau and Nimble are poised to report better than expected results as their new products ramp up, Bracelin believes. OTHERS TO WATCH: Other companies that benefit from upbeat PC sales include Intel (INTC), Microsoft (MSFT), and hard disk drive makers Seagate (STX) and Western Digital (WDC). PRICE ACTION: In late morning trading, HP shares climbed 1.5% to $40.50.
08:22 EDTINTCIntel should meet or beat sales guidance midpoint, says Wells Fargo
Wells Fargo thinks that Intel should be able to meet, or beat, the midpoint of its Q4 guidance for 1% sequential sales growth. The firm believes the results could set a positive tone for computer related chips, with strong growth in data centers and a continuing recovery in PC growth. Wells keeps an Outperform rating on Intel.
January 12, 2015
07:35 EDTINTCNational Retail Federation to hold a trade show
Subscribe for More Information
07:01 EDTINTCIntel January volatility elevated into Q4 and outlook
Intel January call option implied volatility is at 47, February is at 28, April is at 27; compared to its 26-week average of 23 according to Track Data, suggesting larger near term price movement into the expected release of Q4 results on January 15.
06:44 EDTINTCIntel shares could trade higher near-term, says Citigroup
Citigroup says shares of Intel (INTC) could move higher over the near-term given the high short interest in the name and likely above guidance earnings results. Citi says its channel checks indicate the PC market remains stable and that Intel continues to gain share from AMD (AMD). The firm keeps a Neutral rating on Intel, however, pointing out its 2015 estimates remain below consensus.
<< 1 | 2 | 3 | 4 | all recent news | >>

Sign up for a free trial to see the rest of the stories you've been missing.
I agree to the theflyonthewall.com disclaimer & terms of use