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Stock Market & Financial Investment News

News Breaks
February 14, 2013
17:34 EDTMRVL, LRCX, JBLUAppaloosa liquidates stakes in Marvell, Lam Research, JetBlue over quarter
News For MRVL;LRCX;JBLU From The Last 14 Days
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July 22, 2014
05:58 EDTJBLUJetBlue pilot arrested in Boston drug bust, AP reports
John Manwaring, a JetBlue pilot, was arrested over the weekend in Boston and charged with heroin possession, the Associated Press reports. JetBlue says it has removed Manwaring from duty pending the outcome of an investigation and is cooperating with authorities. Reference Link
July 11, 2014
14:31 EDTJBLUJetBlue reports June traffic increase of 4%
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July 9, 2014
10:02 EDTMRVLOn The Fly: Analyst Downgrade Summary
Today's noteworthy downgrades include: Advanced Energy (AEIS) downgraded to Neutral from Buy at Dougherty... Apollo Global (APO) downgraded to Neutral from Buy at Citigroup... Artisan Partners (APAM) downgraded to Neutral from Buy at Citigroup... Autoliv (ALV) downgraded to Hold from Buy at Nordea... BNP Paribas (BNPQY) downgraded to Neutral from Overweight at JPMorgan... BP (BP) downgraded to Hold from Buy at Deutsche Bank... Carlyle Group (CG) downgraded to Neutral from Buy at Citigroup... Coach (COH) downgraded at Buckingham... Cummins (CMI) downgraded to Buy from Conviction Buy at Goldman... Garmin (GRMN) downgraded to Underperform from Sector Perform at Pacific Crest... Gigamon (GIMO) downgraded to Buy from Strong Buy at Needham... International Paper (IP) downgraded at RBC Capital... Louisiana-Pacific (LPX) downgraded at RBC Capital... Marvell (MRVL) downgraded to Underperform from Perform at Oppenheimer... McGraw Hill Financial (MHFI) downgraded to Market Perform at Raymond James... Moody's (MCO) downgraded to Market Perform from Outperform at Raymond James... Plum Creek Timber (PCL) downgraded at RBC Capital... Potash (POT) downgraded to Neutral from Overweight at JPMorgan... RGS Energy (RGSE) downgraded at Cowen... Taminco (TAM) downgraded to Neutral from Buy at Citigroup... Total (TOT) downgraded to Hold from Buy at Societe Generale... Unilever (UN) downgraded to Reduce from Neutral at Nomura... VMware (VMW) downgraded to Market Perform from Outperform at Wells Fargo... Vectren (VVC) downgraded to Hold from Buy at KeyBanc.
07:40 EDTLRCXCLSA to hold investor meetings at SEMICON West
Investor Meetings, in conjunction with SEMICON West, will be held in San Francisco on July 9.
07:20 EDTJBLUAirline sell-off an attractive long-term opportunity, says Deutsche Bank
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05:42 EDTLRCXLam Research assumed with an Overweight at Piper Jaffray
Price target raised to $80 from $62.
05:35 EDTMRVLMarvell downgraded to Underperform from Perform at Oppenheimer
Oppenheimer downgraded Marvell to Underperform saying the company is sacrificing margins for revenue growth. The firm recommends avoiding the shares until the risk/reward improves.
July 8, 2014
16:23 EDTLRCXOn The Fly: Closing Wrap
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13:46 EDTLRCXLam Research sees 2014/15 average gross margin 45% with WFE about $32B
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13:40 EDTLRCXLam Research says committed to returning capital to shareholders
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13:39 EDTLRCXLam Research sees 2014/15 average EPS $4.65-$5.25 with WFE about $32B
If WFE is about $32B, Lam Research sees its 2014/2015 average non-GAAP EPS to be $4.65-$5.25 on revenue of about $5.1B. FY14 consensus for EPS and revenue are $4.40 and $4.6B, respectively, according to First Call. If WFE is about $32B, Lam sees its 2016/2017 average non-GAAP EPS $5.50-$6.25 on average revenue of about $5.6B. If WFE is about $36B, Lam sees its 2016/2017 average non-GAAP EPS $6.50-$7.50 on average revenue of about $6.3B. Lam's financial model presented during its analyst day meeting.
13:23 EDTLRCXLam Research says achieving previous financial model ahead of schedule
Previous 2013/2014 financial model called for revenue of $4.1B, non-GAAP gross margin ~45%, operating income ~17%. Sees FY14 WFE spend $32B +/- $1B. FY14 revenue consensus is $4.6B. Says "feels good" about market share momentum.
12:40 EDTLRCXLam Research says 'positioned to accelerate' 2014 outperformance
Inflections are creating SAM and market share growth opportunity, the company said.
12:23 EDTLRCXLam Research sees CY14 cash from operation about $1B
Lam sees operating income growth outpacing revenues by 2x in CY14 and sees approximately equivalent revenue performance in the first and second halves of the calendar year. Lam sees the wafer fabrication equipment market to be stronger in 2015 than in 2014. Comments from Lam Research's analyst and investor meeting.
08:25 EDTLRCXLam Research unveils 3D NAND, atomic-scale processing products
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07:35 EDTLRCXUBS to hold meetings at SEMICON West
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06:29 EDTMRVLSEMI predicts 21% increase in production equipment purchases in 2014, WSJ says
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