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Stock Market & Financial Investment News

News For MSFT;BBY;WMT;AAPL;GOOG;INTC;NVDA From The Last 14 Days
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April 28, 2015
12:30 EDTAAPLOn The Fly: Top stock stories at midday
Stocks on Wall Street were higher at midday after crossing back and forth across the flat line during morning trading, much like Apple (AAPL) shares, which were searching for direction despite the company's report last night having topped expectations on several measures, including revenue, profits, iPhone unit sales and capital return plans. ECONOMIC EVENTS: In the U.S., the Case Shiller 20-city home price index rebounded 0.93% on a seasonally adjusted basis in February, versus expectations for it to be up 0.7% on a month-over-month basis. The Conference Board's consumer confidence index dropped 6.2 points to 95.2 in April, versus expectations for it to have risen to 102.2. The Richmond Fed manufacturing index rose to -3 in April, versus expectations for a reading of -2. COMPANY NEWS: Shares of Apple were little changed near noon after the company last night reported March quarter earnings and sales well above expectations and boosted its shares buyback program to $140B from $90B and quarterly dividend by 11% to 52c. FBR Capital called the quarter “Picasso-like,” while Brian White at Cantor Fitzgerald upped his price target on shares to $195. Less sanguine are analysts at Pacific Crest, Maxim and Deutsche Bank. Noted investor Carl Icahn said afterward that Apple is "still undervalued and misunderstood" and promised to put out another in-depth report on the company within two weeks... IBM (IBM) approved an 18% increase in its quarterly dividend to $1.30 per common share. MAJOR MOVERS: Among the notable gainers was Dow member Merck (MRK), which advanced 5% after its Q1 sales and EPS beat expectations. Two other big name, big revenue drugmakers slid after their earnings reports, as Bristol-Myers (BMY) declined 1% and Pfizer (PFE) fell 0.5%. Also lower following its earnings report was The Container Store (TCS), which declined about 16% after its results and outlook missed expectations. INDEXES: Near midday, the Dow was up 49.61, or 0.28%, to 18,087.58, the Nasdaq was up 9.87, or 0.2%, to 5,070.12, and the S&P 500 was up 3.98, or 0.19%, to 2,112.90.
11:58 EDTMSFTMicrosoft to hold an analyst briefing
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11:31 EDTAAPLApple 'still undervalued and misunderstood,' says Icahn
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09:36 EDTAAPLActive equity options trading on open
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09:34 EDTAAPLNot all analysts fawning over Apple after blowout quarter
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09:32 EDTGOOGYouTube announces partnerships with content creators, AwesomenessTV
Google's YouTube announced partnerships with four content creators to help bring their next big original series to life on YouTube: Fine Brothers, Prank vs. Prank, Joey Graceffa and Smosh. Also, YouTube announced a new collaboration with AwesomenessTV. Together, the two will release several feature length films over the next two years, all driven by YouTube stars and developed and produced by AwesomenessTV’s Brian Robbins. Reference Link
09:19 EDTGOOGGoogle valuation attractive, says Argus
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08:58 EDTAAPLApple price target raised to $163 from $145 at Goldman
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08:46 EDTAAPLOn The Fly: Pre-market Movers
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08:23 EDTAAPLApple comments suggest iPhone units to drop 27% in June, says Maxim
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08:06 EDTAAPLApple looks fairly valued, says Pacific Crest
Pacific Crest believes that Apple's Q2 results were "fantastic," but the firm says that consensus estimates for sales of the company's main products appear to be aggressive. Consequently, Pacific Crest sees more risk to consensus fiscal 2016 estimates than upside opportunity. It keeps a Sector Weight rating on the shares.
08:01 EDTAAPLApple price target raised to $155 from $134 at Baird
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07:58 EDTAAPLApple strong results consistent with surveys, says Canaccord
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07:38 EDTMSFTCardLinx Association to hold a forum
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07:33 EDTAAPL, AAPLApple price target raised to $163 from $151 at CLSA
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07:28 EDTAAPLApple strength continues led by China, says UBS
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07:22 EDTAAPLApple shares should be bought aggressively, says JMP Securities
JMP Securities believes that Apple's Q2 results were "clean" and "confidence inspiring." The firm continues to recommend aggressively buying the stock. The firm says that the company is proving itself in Greater China, and it keeps a $150 price target on the name.
07:17 EDTAAPLDeutsche sees balanced risk/reward for Apple, keeps Hold rating
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07:01 EDTWMTVIVUS announces discount program through Sam's Club for Qsymia
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07:00 EDTAAPLApple reported 'blowout' results, says RBC Capital
RBC Capital expects Apple's fundamentals to improve going forward, and it views the company's June quarter guidance as conservative. The firm raised its price target on the name to $150 from $142 while keeping an Outperform rating on the shares.
06:40 EDTAAPLApple price target raised to $195 from $180 at Cantor
Cantor Fitzgerald analyst Ben White raised his price target for Apple shares to $195 from $180 following the "big beat" in the March quarter. White views the iPhone cycle as "powerful" and believes the Watch is showing early signs of momentum. The analyst thinks Apple Watch will prove to be the best selling new product in the company’s history. He keeps a Buy rating on Apple following last night's Q2 results. Brean Capital analyst Ananda Baruah raised his price target for Apple shares this morning to $170 from $160.
06:29 EDTAAPLApple iPhone 6 shipments may exceed 60M in Q2, DigiTimes reports
Apple's iPhone 6 and iPhone 6 Plus shipments are expected to exceed 60M units in Q2, reports DigiTimes. According to Taiwan-based supply chain makers, the sales performance for the iPhone 6 has been better than originally estimated. Due to the updated expectations, Apple may defer the launch of new iPhone models. Reference Link
06:13 EDTAAPLCiti removes Apple from Focus List, sees stock trading higher
Citigroup analyst Jim Suva removed Apple from the firm's US Focus List citing the 8% share gain in less than a month and the passing of the earnings report catalyst. Suva, however, lists five reasons the stock can trade higher, including wireless carriers allowing users to upgrade phones before expiration, upside potential to consensus estimates and margins going higher. He reiterates a Buy rating on Apple with a $145 price target following the iPhone maker's Q2 results.
06:11 EDTMSFTStocks with implied volatility below IV index mean; GE MSFT
Stocks with implied volatility below IV index mean; General Electric (GE) 16, Microsoft (MSFT) 18 according to iVolatility.
05:59 EDTGOOGGoogle considers shake-up of News service, Financial Times reports
Google is considering significant changes to its Google News service to help publishers struggling to make money in the online world, reports the Financial Times. Areas under discussion will include how to make Google News work better for sites that use online paywalls but have complained that the company’s advertising-based search business hurts them. In an interview, Google's head of strategic partnerships in Europe Carlo D'Asaro said the company wants to help the online news industry and push publishers to become more digital. The comments comes on the heels of a recently announced alliance with Google and eight European newspaper groups. Reference Link
05:53 EDTGOOGGoogle says launches Digital News Initiative with news publishers in Europe
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05:48 EDTAAPLApple price target raised to $170 from $160 at Brean Capital
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05:41 EDTAAPLApple capital return program topped expectations, says Piper Jaffray
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05:21 EDTINTCIntel announces collaboration with Onyx Healthcare
Intel Security announced it is collaborating with Onyx Healthcare to integrate Intel Security technologies into Onyx’s product lines, which include McAfee Application Control with ePolicy Orchestrator and McAfee Complete Data Protection. They will be integrated into all Onyx’s systems in order to help Onyx meet HIPPA and HiTech compliance regulations and better protect their customers brands as well as Electronic Patient critical information. Intel Security will become the preferred security provider for Onyx, underscoring Intel Security’s leadership position in the healthcare sector and Internet of Things connected devices.
05:19 EDTINTCIntel Security announces collaboration with KIOSK
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April 27, 2015
20:03 EDTAAPL, WMT, BBYBest Buy's use of Apple Pay raises questions about Wal-Mart's MCX, Re/code says
Best Buy (BBY) announced it will accept Apple (AAPL) Pay in its stores later in the year, reports Re/code, citing company statements. Re/code notes that the move raises questions about Best Buy's previously announced partnership with rival payment consortium MCX, spearheaded by Wal-Mart (WMT). A Best Buy spokesperson said it is "too early to declare" whether the company will use MCX's platform at launch, while multiple sources claimed the delay in implementing Apple Pay is partly due to exclusivity agreements with MCX. Reference Link
18:56 EDTAAPLOn The Fly: After Hours Movers
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17:48 EDTAAPLApple says iPhone revenue was up 70% in Greater China in Q2
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17:36 EDTAAPLApple CFO says Watch margins will be lower than company average
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17:31 EDTAAPLApple anticipates expanding nunmber of countries for Watch in late June
17:28 EDTAAPLApple says Q2 emerging market revenue up 58%
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17:27 EDTAAPLApple says FX had negative impact of 100 basis points in Q2
Sees 40 basis point negative impact from FX in Q3.
17:22 EDTAAPLApple plans for annual dividend increases going forward
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17:20 EDTAAPLApple CFO says app store revenue up 29% in Q2
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17:18 EDTMSFTInterDigital says judge rules against Nokia, Microsoft in patent case
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17:12 EDTAAPLApple CEO says new MacBook began shipping
Comments from Q2 earnings conference call.
16:43 EDTAAPLApple reports Q2 iPhone units 61.17M vs. 74.47M last quarter
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16:41 EDTAAPLApple reports Q2 gross margin 40.8% vs. 39.3% last year
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16:40 EDTAAPLApple reports Q2 iPhone sales 61.17M
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16:40 EDTAAPLApple rallies $2.11 to $134.50 after earnings beat, buyback raise
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16:38 EDTAAPLApple says higher rate of people switching to iPhone
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16:33 EDTAAPLApple boosts buyback to $140B from $90B, ups dividend 11%
Apple announced that its board has authorized an increase of more than 50% to the company's program to return capital to shareholders. Under the expanded program, Apple plans to utilize a cumulative total of $200B of cash by the end of March 2017. As part of the revised program, the board has increased its share repurchase authorization to $140B from the $90B level announced last year. In addition, the company expects to continue to net-share-settle vesting restricted stock units. The board has also approved an increase of 11% to the company's quarterly dividend, and has declared a dividend of 52c per share, payable on May 14, to shareholders of record as of the close of business on May 11. To assist in funding the program, Apple plans to continue to access the domestic and international debt markets.
16:31 EDTAAPLApple expands capital return program to $200B
16:31 EDTAAPLApple sees Q3 revenue $46B-$48B, consensus $47.06B
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16:30 EDTAAPLApple reports Q2 EPS $2.33, consensus $2.16
Reports Q2 revenue $58.01B, consensus $56.06B.
16:00 EDTAAPLOptions Update; April 27, 2015
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15:57 EDTMSFTJudge rules Microsoft violated InterDigital cellphone patents, Reuters says
An International Trade Commission judge ruled Monday that Microsoft (MSFT) violated two InterDigital (IDCC) patents related to mobile phones, reports Reuters, citing court proceedings. Judge Theodore Essex said that "it would not be against the public interest to ban the Microsoft devices from import into the U.S.," though any potential import ban must be reviewed by the ITC before taking effect, notes Reuters. Reference Link
15:09 EDTAAPLEarnings Watch: Apple reports with iPhone sales, capital return in focus
Apple (AAPL) is set to report second quarter earnings after the market close on Monday, April 27, with a conference call scheduled for 5:00 pm ET. Apple, the world's most valuable company by market capitalization, is the manufacturer of the iPhone and iPad, among other desktop and mobile computing devices. EXPECTATIONS: Analysts are looking for earnings per share of $2.16 on revenue of $56.06B, according to First Call. The consensus range for EPS is $1.89-$2.43 on revenue of $51.37B-$59.46B. Along with its last earnings report, Apple said it sees Q2 revenue of $52B-$55B and a gross margin between 38.5%-39.5%. In a note to investors, Piper Jaffray analyst Gene Munster said he believes Apple will report revenue, excluding foreign exchange impacts, in line with Street estimates of $56B, implying 57M iPhones. Munster added that he believes the Street is currently looking for 42.7M iPhones in the company's June report, 45.1M in September, and 73.4M in December. LAST QUARTER: Apple reported first quarter EPS of $3.06, which topped the consensus estimate for $2.60. First quarter revenue of $74.6B also beat the $67.69B consensus expectation. Apple reported it sold 74.5M iPhones, 21.42M iPads and 5.52M Macs in Q1. Apple reported a Q1 gross margin of 39.9%, versus 37.9% in the same quarter of last year. NEWS: On February 11, Carl Icahn stated that he has gained further confidence in his thesis on the company, increasing the forecasted EPS for FY 2015 in his model from $9.60 to $9.70. Ichan noted then that he believed the market "should value Apple at $216 per share." A few days later, Financial Times reported Apple had been recruiting automotive technology and vehicle design experts who are at work in a confidential Silicon Valley location near the company’s Cupertino campus and The Wall Street Journal said the company was working secretly toward creating an Apple-branded electric vehicle. On March 6, S&P Dow Jones Indices announced Apple had been selected to replace AT&T (T) in the Dow Jones Industrial Average after the close of trading on Wednesday, March 18. On March 9, Apple announced that Apple Watch would be available on Friday, April 24 to customers in Australia, Canada, China, France, Germany, Hong Kong, Japan, the U.K. and the U.S. In addition to unveiling the Watch that day, Apple also announced a lower price tag of $69 for Apple TV, debuted the thinner new edition of its MacBook and Time Warner's (TWX) HBO announced HBO NOW was coming to Apple TV, making an HBO subscription available directly to Apple customers for the first time. ANALYST OPINION: On the day after Apple's last earnings report, a number of analysts hiked their price targets for the stock, with Cantor increasing its price target to what was then a "Street high" $160 from $143. In a note to investors on March 23, Cantor analyst Brian White then raised his price target on Apple to $180 from $160. At $180 per share, the company's total valuation would be about $1 trillion, the analyst stated. The streaming TV offering it will reportedly launch could be a stepping stone into making actual TVs, according to White, who noted that the LCD TV market is worth $100B a year. Additionally, given the 4G expansion in China, as well as the larger iPhones and Apple's relationship with China Mobile (CHL), Apple is better positioned than ever in China, according to the analyst. The reviews of the Apple Watch suggest that the product will be far short of "insanely great," Raymond James analyst Tavis McCourt wrote in a note to investors on April 10. The lukewarm reviews could raise doubts in investors' minds about the company's ability to launch successful new products and iPhone unit sales are likely to drop in fiscal 2016 versus fiscal 2015, McCourt contended. Against this backdrop, Apple's stock is likely to remain range-bound, wrote McCourt, who downgraded the stock to Market Perform from Outperform. Last April, Apple increased its share repurchase to $90B from $60B and increased its dividend by 8% to $11B annually, Piper's Munster has pointed out. This year, the firm believes "the bogey" for investors is a 15% increase to Apple's total reported capital return number, share repurchase plus past dividends, which would imply a $150B headline number, up from the $130B announced last year. Piper, however, estimates the most likely range for Apple's new capital return policy will fall between $170B and $180B. It keeps an Overweight rating on the stock with a $160 price target. This morning, Brean Capital analyst Ananda Baruah initiated shares of Apple with a Buy rating and $160 price target ahead of the company's March quarter report. Baruah told investors that consensus estimates for the iPhone maker are "materially low" though 2017. The analyst sees upside through 2017 from iPhone shipments and favorable gross margin due to greater than expected sales of the more profitable 6 Plus. PRICE ACTION: Shares of Apple advanced 5.65% on the first day of trade following its Q1 report. Over the last three months, shares of Apple are up more than 20%. In afternoon trading ahead of its Q2 report, Apple is up 1% to $131.58 per share.
15:04 EDTAAPLNotable companies reporting after market close
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14:59 EDTAAPLApple May 130 weekly straddle priced for 4.9% movement into Q2
14:31 EDTMSFTITC judge says InterDigital patents infringed by Microsoft, Bloomberg reports
12:39 EDTAAPLApple technical notes ahead of results
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12:25 EDTAAPLOn The Fly: Top stock stories at midday
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12:00 EDTAAPLApple May weekly volatility elevated into Q2 and outlook
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11:54 EDTAAPLStocks with call strike movement; BABA AAPL
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10:07 EDTGOOGGoogle offers to buy patents under new promotion
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10:00 EDTAAPLOn The Fly: Analyst Initiation Summary
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09:36 EDTAAPLActive equity options trading on open
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09:22 EDTAAPLOn The Fly: Pre-market Movers
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09:02 EDTAAPLZAGG introduces InvisibleShield HD for Apple Watch
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08:37 EDTAAPLDiscover announces Apple Pay agreement with Apple
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08:06 EDTAAPLApple Q2 revenue likely to surpass guidance, says RBC Capital
RBC Capital says that Apple's Q2 revenue should come in above the high end of its $52B-$55B guidance. The firm thinks the company's gross margins could beat expectations, and it keeps an Outperform rating on the shares.
07:13 EDTGOOG, INTC, MSFTUBM Tech to hold a conference
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07:00 EDTAAPLFutures higher as investors prepare for more earnings reports
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06:31 EDTAAPLApple may be intentionally slowing release of Tidal app updates, NY Post says
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06:15 EDTWMTWal-Mart fighting for right to sell more alcohol in Texas, WSJ reports
Wal-Mart (WMT) is fighting for the right to sell more alcohol in Texas, The Wall Street Journal reports. The retailer is suing the Texas Alcoholic Beverage Commission, claiming legal limits on sales of hard liquor are "unconstitutional," the publication says. Wal-Mart has also joined fellow retailers Costco (COST) and Kroger (KR), as well as other groups, to back legislation that would override the current state beverage laws. Reference Link
06:01 EDTGOOGGoogle's Dan Fredinburg dies in avalanche on Mount Everest, TechCrunch reports
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05:58 EDTGOOGeBay backs Google's response to EU antitrust inquiry, Financial Times says
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05:58 EDTINTCAMD to launch Godavari APUs at end of May, DigiTimes reports
AMD (AMD) plans to launch Godavari series APUs at the end of may to compete with Intel's (INTC) Broadwell and Skylake platforms, reports DigiTimes. According to Taiwan-based supply chain makers, AMD will launch 14nm Summit Ridge APUs to be produced by Samsung (SSNLF) and Globalfoundries in 2016 and the Raven Ridge-series in 2017. Reference Link
05:31 EDTAAPLApple initiated with a Buy, $160 target at Brean Capital
Brean Capital analyst Ananda Baruah initiated shares of Apple with a Buy rating and $160 price target ahead of the company's March quarter results tonight. Baruah tells investors that consensus estimates for the iPhone maker are "materially low" though 2017. The analyst sees upside through 2017 from iPhone shipments and favorable gross margin due to greater than expected sales of the more profitable 6 Plus. Shares of Apple closed Friday up 61c to $130.28.
April 26, 2015
12:50 EDTAAPLApple, Celgene, others are 'top picks' for spring, Barron's says
In a survey of U.S. money managers, shares of Apple (AAPL), Dow Chemical (DOW), American Airlines (AAL), Celgene (CELG), General Motors (GM), and McDermott (MDR) were identified as top picks for this spring, Barron's contends in its cover story. Reference Link
12:48 EDTINTCQualcomm could rise 30% to around $90, Barron's says
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April 24, 2015
18:27 EDTAAPLTD Bank Group announces Apple Watch app
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16:31 EDTMSFT, GOOGStocks finish week higher following strong tech earnings
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16:19 EDTGOOG, MSFTOn The Fly: Top stock stories for Friday
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16:00 EDTMSFT, AAPL, GOOGOptions Update; April 24, 2015
iPath S&P 500 VIX Short-Term Futures down 21c to 20.89. Option volume leaders: AAPL AMZN PBR RIG GOOG TWTR TSLA MSFT ALTR according to Track Data.
14:50 EDTAAPLOn The Fly: Weekly technical notes ahead of Apple earnings
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13:45 EDTAAPLGrubHub launches Seamless App for Apple Watch
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12:53 EDTGOOGLuxottica says company working on new versions of Google Glass, Engadget says
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12:49 EDTGOOG, MSFTOn The Fly: Top stock stories at midday
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12:35 EDTINTCAltera retreats after weak earnings that Intel reportedly saw coming
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12:33 EDTAAPLOptions with increasing implied volatility
Options with increasing implied volatility: MEMP GPRO TWTR AAPL
10:00 EDTBBYOn The Fly: Analyst Downgrade Summary
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10:00 EDTMSFTOn The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: AT&T (T) upgraded to Outperform from Neutral at Macquarie... Alaska Air (ALK) upgraded to Buy from Neutral at Buckingham... Amazon.com (AMZN) upgraded at Raymond James... American Electric (AEP) upgraded to Buy from Hold at Deutsche Bank... Broadridge (BR) upgraded to Buy from Hold at Evercore ISI... Cablevision (CVC) upgraded to Hold from Sell at Brean Capital... Cisco (CSCO) upgraded to Conviction Buy from Buy at Goldman... Core Laboratories (CLB) upgraded to Outperform from Sector Perform at Iberia... Crown Castle (CCI) upgraded to Outperform from Market Perform at Raymond James... Encore Wire (WIRE) upgraded to Buy from Neutral at Sidoti... Gigamon (GIMO) upgraded to Buy from Neutral at DA Davidson... Juniper (JNPR) upgraded on improved outlook at RBC Capital... KPN (KKPNY) upgraded to Buy from Neutral at Goldman... Knight Transportation (KNX) upgraded to Outperform from Market Perform at Avondale... Mattel (MAT) upgraded to Buy from Neutral at Goldman... Microsoft (MSFT) upgraded to Buy from Neutral at Nomura... Premiere Global (PGI) upgraded to Outperform from Market Perform at Raymond James... Quintiles (Q) upgraded to Buy from Hold at Jefferies... Southwestern Energy (SWN) upgraded to Market Perform at Raymond James... TE Connectivity (TEL) upgraded on positive catalysts at SunTrust... Target (TGT) upgraded to Buy from Neutral at BofA/Merrill... TriState Capital (TSC) upgraded to Overweight from Equal Weight at Stephens... United Continental (UAL) upgraded to Buy from Hold at Evercore ISI... Vipshop (VIPS) upgraded to Buy from Hold at HSBC... Vocera (VCRA) upgraded to Buy from Hold at Craig-Hallum.
09:38 EDTINTCIntel may still consider Altera deal, but no talks ongoing, CNBC says
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09:37 EDTAAPL, GOOG, MSFTActive equity options trading on open
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09:37 EDTINTCIntel not in ongoing talks with Altera currently, CNBC's Faber says
09:20 EDTGOOG, MSFTOn The Fly: Pre-market Movers
UP AFTER EARNINGS: eHealth (EHTH), up 24.7%... Starbucks (SBUX), up 4.2%... Microsoft (MSFT), up 5.2%... Google (GOOG, GOOGL), up 3.2% and up 3.7%, respectively... Amazon (AMZN), up 12% after reporting quarterly results and announcing shopping app for Apple Watch... Gigamon (GIMO), up 16.5%... Juniper Networks (JNPR), up 6.6%. ALSO HIGHER: Molycorp (MCP), up 10.2% following a Bloomberg report that China's export tax decision may boost rare earth demand... Mattel (MAT), up 4.4% after being upgraded to Buy from Neutral at Goldman... Innocoll (INNL), up 13.1% after 3.3M share Secondary priced at $9.00... Cytosorbents (CTSO), up 9.7% after CEO comments on CytoSorb in letter to shareholders. DOWN AFTER EARNINGS: Biogen (BIIB), down 4.7%... Altera (ALTR), down 1.7%... Pandora (P), down 4%... ResMed (RMD), down 8.7%... Xerox (XRX), down 4.7%... HomeAway (AWAY), down 3.6% after reporting quarterly results and departure of officers. ALSO LOWER: Ubiquiti (UBNT), down 14.4% following CFO resignation and preliminary third quarter results... 3D Systems (DDD), down 10.4% after reporting preliminary first quarter results... StemCells (STEM), down 23.2% after filing to sell common stock... Aerie Pharmaceuticals (AERI), down 54.7% after Rhopressa Phase 3 trial did not meet primary endpoint.
08:58 EDTGOOGGoogle price target raised to $672 from $632 at FBR Capital
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07:56 EDTAAPLApple Q2 results likely to beat expectations, says Bernstein
Bernstein expects Apple to report stronger than expected Q2 results, and says that the company could raise its dividend by 20%+ and buy back an additional $80B+ of its shares through 2017. The firm thinks Apple Watch could increase its gross margins by one percentage point. It raised its price target on the name to $142 from $135 and keeps an Outperform rating on the shares.
07:49 EDTGOOGGoogle results 'on balance positive,' says Bernstein
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07:35 EDTGOOGGoogle price target raised to $670 from $625 at Deutsche Bank
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07:33 EDTMSFTNomura's Shurland upgrades Microsoft to Buy citing expected 2016 acceleration
Nomura's Richard Shurland upgraded Microsoft to Buy from Neutral with a $50 price target. Shurland said Microsoft's Q3 results reflected difficult comps and core business weakness due to the transition to cloud, but results were better than guidance. The analyst said there is emerging evidence that Azure has turned positive on gross margins and Office 365 margins have expanded sharply. Shurland believes Microsoft will begin to show low single digit revenue growth in 2016, with about 10% EPS growth from share repurchase leverage and with a 2.9% dividend yield. He also said he views valuation as reasonable.
07:31 EDTAAPLDeutsche sees Apple sales growth slowing from here
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07:26 EDTMSFTMicrosoft price target raised to $50 from $47 at RBC Capital
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07:21 EDTAAPLApple Watch teardown casts doubt on rumored upgradability, iFixit reports
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07:15 EDTAAPLApple job postings point to improvements in Siri, speech technology, AI reports
Apple is said to be working on improvements to its Siri speech recognition technology, Apple Insider reports. The company on Thursday opened posted several job listing relating to Siri, speech technology and language recognition, and is seeking a platform development manager and developer tools engineer for Siri, the publication says. Additionally, the company is seeking two pattern recognition engineers and software engineers in its Natural Languages Group. Reference Link
07:05 EDTGOOGGoogle reported healthy Q1 results, says Cantor
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07:02 EDTMSFTMicrosoft upgraded to Buy from Neutral at Nomura
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06:55 EDTAAPLApple May weekly volatility elevated into Q2 and outlook
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06:31 EDTMSFTMicrosoft estimates more likely to go down than up, says Citigroup
Citigroup attributes the majority of Microsoft's earnings beat to "significantly" lower than expected operating expenses and it no longer expects next week's analyst day to be a negative catalyst as the company said FY16 guidance won't be given. Citi, however, still believes estimates are too high and are more likely to go down than up. It expects Microsoft shares to underperform and reiterates a Sell rating on the stock. It raised its price target for shares to $37 from $36.
06:30 EDTMSFTAmazon facing tough competition in cloud computing, NY Times says
Amazon (AMZN) remains dominant in cloud computing services, but other huge tech players, some of whom have many more resources than the e-commerce company, have entered the fray, according to The New York times. Microsoft (MSFT), the distant number two in the space, is especially committed to cloud computing services and its business is growing quickly, although analysts believe that tt may have difficulty signing up smaller companies, the newspaper stated. Reference Link
06:22 EDTGOOGGoogle price target raised to $650 from $600 JPMorgan
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06:20 EDTBBYBest Buy downgraded to Neutral from Overweight at JPMorgan
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06:16 EDTGOOG, MSFTEU considers new regulator to oversee internet companies, WSJ reports
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06:00 EDTGOOGHillspire acquires minority stake in D.E. Shaw group from Lehman Brothers
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05:52 EDTINTCIntel to help vendors launch inexpensive Android tablets, DigiTimes reports
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05:27 EDTAAPLExpedia app now available on Apple watch
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05:24 EDTAAPLAmazon announces shopping app for Apple Watch
The Amazon (AMZN) shopping app will be available on Apple Watch (APPL) in Canada, China, France, Germany, Japan, U.S. and U.K. Designed for the on-the-go customer, the shopping app offers a tailored Amazon experience, offering voice search and quick tap features including 1-Click purchase and save to Wish List.
April 23, 2015
19:56 EDTWMTWal-Mart blocks shareholder vote to examine possible gender bias, Guardian says
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19:45 EDTMSFTMicrosoft sees Q4 devices, consumer licensing revenue 3.2B-$3.4B
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19:29 EDTGOOGGoogle sees increased viewership, ad views at YouTube
On its Q1 earnings call, Google CFO Patrick Pichette said, "Over the past year we've seen YouTube viewership climb dramatically, both in established markets but also due to rapid expansion in emerging markets. And quality improvements in TrueView ads mean that more users are, in fact, choosing not to skip them, increasing the overall ad view. So, this means that there is much higher volume of TrueView ads being seen, which has been a significant driver of year-over-year growth in numbers that you seeing inside clicks... Viewership in YouTube videos and TrueView ads are growing significantly, and YouTube's contribution to our advertising revenue continues to grow at a strong rate year-over-year." During the Q&A portion of the call, Pichette added, "In the last quarter, we've just seen a real acceleration at YouTube and that's why we thought it was important because we saw this change, from the fundamental kind of strong performance of YouTube." In after-hours trading, Google is up more than 3% to $564.00.
19:16 EDTMSFT, GOOGOn The Fly: After Hours Movers
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17:57 EDTMSFTMicrosoft up 3% after reporting better-than-expected Q3 earnings
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16:11 EDTMSFTMicrosoft reports Q3 Commercial revenue grew 5% to $12.8B
Commercial revenue grew 5%, up 7% in constant currency, to $12.8B. Commercial cloud revenue grew 106%, up 111% in constant currency, driven by Office 365, Azure and Dynamics CRM Online, and is now on an annualized revenue run rate of $6.3B. Server products and services revenue grew 12%, up 16% in constant currency, with premium versions of Windows Server, System Center Server and SQL Server together growing 25%.
16:10 EDTMSFTMicrosoft reports Devices and Consumer revenue grew 8% to $9B
Devices and Consumer revenue grew 8%, up 11% in constant currency, to $9B. Office 365 Consumer subscribers increased to over 12.4M, up 35% sequentially. Windows OEM Pro revenue declined 19%, as Pro mix returned to pre-Windows XP end-of-support levels and the business PC market declined. Windows OEM non-Pro revenue declined 26%, primarily due to channel inventory drawdown and ongoing mix shift to opening price point devices. Search advertising revenue grew 21%, up 24% in constant currency, with Bing U.S. market share at 20.1%, up 150 basis points over prior year.
16:09 EDTGOOGGoogle shares up $3.52 to $551.42 after Q1 results
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16:08 EDTMSFTMicrosoft says stronger U.S. dollar had 'significant' impact on Q3 results
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16:07 EDTMSFTMicrosoft results include $190M of integration, restructuring expenses
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16:06 EDTGOOGGoogle says Q1 revenue $795M higher at constant exchange rates
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16:05 EDTMSFTMicrosoft reports Q3 EPS ex-items 62c, consensus 51c
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16:05 EDTGOOGGoogle reports Q1 websites up 14% revenue $11.93B
Reports Q1 Google Network Members' websites revenue up 1% to $3.58B. Total advertising revenues were up 11% to $15.51B.
16:03 EDTGOOGGoogle reports Q1 Aggregate paid clicks up 13%
Reports Q1 Paid clicks on Google websites up 25% vs. last year, Paid clicks on Google Network Members' websites down 12%, Aggregate cost-per-click down 7%, Cost-per-click on Google websites down 13% and Cost-per-click on Google Network Members' websites up 2%.
16:01 EDTGOOGGoogle reports Q1 EPS $6.57, consensus $6.60
Reports Q1 revenue $17.26B, consensus $17.5B.
16:01 EDTAAPLOptions Update; April 23, 2015
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15:38 EDTMSFTEarnings Watch: Citi says sell Microsoft shares, Wells Fargo sees outperformance
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15:00 EDTGOOGNotable companies reporting after market close
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14:59 EDTGOOGGoogle April weekly 547 straddle priced for 4% movement into Q1
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14:20 EDTGOOGEarnings Watch: Google up close to 8.5% since last earnings report
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12:58 EDTMSFTMicrosoft April weekly volatility elevated into Q3 and outlook
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12:47 EDTMSFTMicrosoft technical notes before earnings
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12:35 EDTAAPLStocks with call strike movement; CSX AAPL
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11:52 EDTAAPLApple lists several job openings for speech & language teams, Apple Insider says
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11:27 EDTAAPLApple could announce new iPod touch this year, Apple Insider reports
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09:43 EDTAAPLApple not targeting May 8 for Apple Watch second wave launch, 9to5Mac says
Sources told 9to5Mac that Apple is not currently targeting May 8 for its launch of pre-ordering for the Apple Watch in a second wave on countries, refuting a report yesterday from Italy's iSpazio that said that was the date being considered for the next wave of launches. Reference Link
09:35 EDTAAPLActive equity options trading on open
Active equity options trading on open according to Track Data: AAPL FB PBR TWTR AA COST TSLA AMZN TXN BAC
09:09 EDTGOOGCheetah Mobile obtains worlwide Google Play distribution rights for Tap Titans
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07:11 EDTGOOGGoogle April weekly volatility elevated into Q1 and outlook
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06:19 EDTAAPLSome Apple Watch orders prepared for shipment ahead of schedule, 9to5Mac says
Though many Apple Watch customers were hit with months-long shipping delays, Apple has started preparing some orders for shipment ahead of schedule, 9to5Mac reports. A spokesperson says "We’re happy to be updating many customers today with the news that their Apple Watch will arrive sooner than expected. Our team is working to fill orders as quickly as possible based on the available supply and the order in which they were received." Reference Link
05:53 EDTINTCIntel to launch SoFIA LTE chips in Q4, DigiTimes reports
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April 22, 2015
18:27 EDTINTC, NVDASemiconductor stocks under pressure after TI, Qualcomm report financial results
Semiconductor stocks are under pressure after earnings reports from Texas Instruments (TXN) and Qualcomm (QCOM). TEXAS INSTRUMENTS: TI reported first quarter results that were lower than analyst expectations, and gave second quarter guidance below consensus estimates. In its Q1 earnings press release, Texas Instruments said its outlook for Q2 is for earnings per share between 60c-70c and revenue in the range of $3.12B-$3.38B. "Our estimates assume continuing weakness in our communications equipment and personal electronics markets, particularly for wireless infrastructure equipment and PCs, respectively. We also do not expect a near-term rebound in foreign currency exchange rates. The annual effective tax rate for 2015 is expected to be about 30%." QUALCOMM: Qualcomm reported Q2 results that were better than analyst's average estimates, but lowered its fiscal year 2015 EPS and revenue views. Qualcomm CEO Steve Mollenkopf said, "While we remain confident in the significant growth opportunities ahead, we are reducing our QCT outlook for fiscal 2015, primarily due to the increased impact of customer share shifts within the premium tier and a decline in our share at a large customer." PRICE ACTION: In after-hours trading, shares of Texas Instruments are down over 6%, while Qualcomm shares are down almost 3%. Other publicly traded companies in the space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), NVIDIA (NVDA), Altera (ALTR), Xilinx (XLNX), and Maxim Integrated (MXIM).
17:23 EDTAAPLNokia approaches Apple, Amazon, Facebook in sale of maps unit, Bloomberg says
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16:00 EDTAAPLOptions Update; April 22, 2015
iPath S&P 500 VIX Short-Term Futures down 22c to 21.30. Option volume leaders: AAPL TSLA TWTR MCD FB PBR AMZN KMI MYL C according to Track Data.
15:12 EDTAAPLAOL debuts three apps for Apple Watch
AOL (AOL) announced the debut of three apps built for the Apple Watch, including Pip, the newly redesigned The Huffington Post app, and the AOL app. Each of them will be available on April 24, the company stated.
14:47 EDTINTCEarnings Watch: Texas Instruments reports amid M&A focus in semiconductor space
Texas Instruments (TXN) is expected to report first quarter earnings after the close on Wednesday, April 22, with a conference call scheduled for 5:30 pm ET. Texas Instruments is a global semiconductor manufacturer operating in four segments: Analog, Embedded Processing, Wireless and Other. EXPECTATIONS: Analysts are looking for earnings per share of 62c on revenue of $3.2B. The consensus range is 61c-64c for EPS on revenue of $3.18B-$3.21B, according to First Call. On its last earning call, Texas Instruments said it expected Q1 EPS of 57c-67c and revenue of $3.07B-$3.33B. LAST QUARTER: On January 26, Texas Instruments reported adjusted fourth quarter EPS of 69c, which matched consensus expectations at that time. Its Q4 revenue of $3.27B came in just above the consensus forecast of $3.26B. Texas Instruments said its inventory ended the quarter at 117 days and noted on its associated conference call that it believe inventories were at "healthy levels." Texas Instruments also said then that it expected its embedded operating margins to increase. STREET RESEARCH: The day after TI's last quarterly report, Ascendiant raised its price target for Texas Instruments shares to $64 from $56 and reiterated a Buy rating on the stock. The firm attributed the post-earnings slide the stock experienced then to profit taking, rather than a fundamental disappointment. That same week, Argus increased its price target on Texas Instruments to $62 from $54 and said it expected the company's operating trends to continue to strengthen. Argus kept a Buy rating on the shares. Acquiring companies in the semiconductor space "can materially outperform the market," Jefferies analyst Mark Lipacis wrote in a note to investors on March 9. At that time, Lipacis identified Texas Instruments, NXP Semiconductors (NXPI), Avago (AVGO), Marvell (MRVL), Maxim Integrated (MXIM), Broadcom (BRCM), Altera (ALTR), and Xilinx (XLNX) as companies that were well-positioned to make acquisitions in the future. WHAT'S NOTABLE: On March 1, NXP Semiconductors and Freescale Semiconductor (FSL) announced that they have entered into a definitive agreement under which NXP will merge with Freescale in a transaction valuing the combined enterprise at just over $40B. Recent media reports suggested that Intel's (INTC) talks to acquire Altera stalled when the latter wanted more than Intel was willing to pay. PRICE ACTION: Since the day after last quarter's report, Texas Instruments' stock has rallied nearly 7%. In afternoon trading, Texas Instruments gained over 1% to $58.76.
13:38 EDTGOOGGoogle to offer basic wireless service for $20 per month
Google says, "We offer one simple plan at one price with 24/7 support. Here's how it works: for $20 a month you get all the basics, and then it's a flat $10 per GB for cellular data while in the U.S. and abroad. 1GB is $10/month, 2GB is $20/month, 3GB is $30/month, and so on. Since it's hard to predict your data usage, you'll get credit for the full value of your unused data. Let's say you go with 3GB for $30 and only use 1.4GB one month. You'll get $16 back, so you only pay for what you use."
13:37 EDTGOOGGoogle introduces Project Fi, to partner with Sprint, T-Mobile
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12:31 EDTINTCOn The Fly: Top stock stories at midday
Stocks on Wall Street were higher at midday after having been on a bit of a see-saw during morning trading. The averages opened in positive territory, soon turned negative, then back into positive ground following the release of a better than expected existing home sales report. The housing data was followed by a lift in the averages, which remained in positive ground near noon. ECONOMIC EVENTS: In the U.S., existing home sales rose 6.1% to a 5.19M rate in March, which was better than the expected 3.1% increase to a rate of 5.03M. Crude oil inventories built up by 5.32M barrels last week, which was more than the consensus forecast for a 3.2M barrel build. In Asia, Japan's Nikkei 225 average closed above 20,000 for the first time since April 2000. In Europe, Germany raised its economic growth forecast for 2015 to 1.8%, which was up from the 1.5% growth it said it expected in January. COMPANY NEWS: Shares of McDonald's (MCD) advanced 2% after the company reported headline earnings that missed expectations but also said it is developing a turnaround plan to improve its performance and deliver "enduring profitable growth" that it plans to share in the first week of May. Also rising after its quarterly report was another globally recognized brand, Coca-Cola (KO), whose shares gained 1% after its comparable earnings per share topped the consensus estimate. A third member of the Dow, Boeing (BA), slid over 2.5% after its earnings beat expectations but its revenue fell short of the consensus forecast... Visa (V) rose 5% and MasterCard (MA) advanced over 4% after China's State Council announced overnight that the country will regulate the market access for bankcard transaction clearing institutions, which analysts think might allow both companies to compete for the processing of domestic transactions in the country. MAJOR MOVERS: Among the notable gainers was Angie's List (ANGI), which jumped 12% after the company reported it was profitable in the first quarter and announced an exclusive relationship that will see carpet manufacturer Shaw Industries give the company's members exclusive product offers. Also higher was ASML (ASML), which gained 11% after announcing that it has signed an agreement with one of its "major U.S. customers" to deliver a minimum of 15 ASML EUV, or Extreme Ultraviolet, lithography systems. Afterward, Summit Research said it thinks the most likely buyer is Intel (INTC), which the firm believes does not want to be left behind if TSMC (TSM) puts EUV to use in 10nm processing. Among the noteworthy losers was Natural Resource Partners (NRP), which dropped 19% after the company slashed its quarterly distribution by 75% to 9c per unit. Also lower following their earnings reports were ADTRAN (ADTN), which fell over 9%, Cree (CREE), which slid 9%, and Chipotle Mexican Grill (CMG), which declined 6%. INDEXES: Near midday, the Dow was up 28.69, or 0.16%, to 17,978.28, the Nasdaq was up 6.66, or 0.13%, to 5,020.77, and the S&P 500 was up 5.24, or 0.25%, to 2,102.53.
11:08 EDTBBYOptions with increasing implied volatility
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10:31 EDTAAPLUBS U.S. IT Hardware analyst holds an analyst/industry conference call
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10:11 EDTINTCHouse Committee on Small Business to hold a hearing
The Committee holds a hearing entitled, "Small Business: Big Threat: Protecting Small Businesses From Cyber Attacks" with Chief Technology Officer Grobman of Intel on April 22 at 11 am.
10:01 EDTMSFTEY and Microsoft form strategic business relationship
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09:54 EDTAAPLApple Watch pre-orders may start May 8 in next wave of countries, MacRumors says
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09:37 EDTINTCAltera quarterly results 'may not be great,' CNBC's Faber reports
There is talk that Altera's (ALTR) earnings report "may not be great" when the chip company reports Q1 results on Thursday, April 23, CNBC's David Faber reports. Investors assume Altera will report a strong quarter after turning down Intel's takeover attempt, but that may not be the case, according to Faber. Shares of the chip maker are down 35c to $42.89 in early trading. Piper Jaffray this morning downgraded the stock to Neutral.
09:32 EDTINTCASML large EUV tool order likely from Intel, says Summit Research
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09:17 EDTGOOGAmazon.com upgraded to Buy, price target raised to $450 at Monness Crespi
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08:16 EDTMSFTSeveral companies to benefit from hybrid cloud growth, says Pacific Crest
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08:10 EDTGOOGWix.com to benefit from Google algorithm change, says FBR Capital
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07:20 EDTAAPLApple survey continues to show strong iPhone demand, says UBS
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07:08 EDTAAPLPriceline Apple launches Apple Watch travel applications
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06:16 EDTAAPLApple retail chief discusses Apple Watch, MacBook in video, BI reports
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06:06 EDTGOOGGoogle, Facebook seek to reach billions of people without Web access, WSJ says
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06:01 EDTGOOGGoogle could launch wireless service today, WSJ reports
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05:43 EDTINTCAltera downgraded to Neutral from Overweight at Piper Jaffray
Piper Jaffray analyst Ruben Roy downgraded Altera (ALTR) to Neutral from Overweight saying takeover speculation has driven the valuation above a fundamentals based fair value. He believes an acquisition by Intel (INTC) makes sense, but at a reasonable valuation. The analyst thinks a higher premium than $54 per share is unlikely. Piper keeps a $42 price target for shares of Altera. Roy still views the longer-term prospects for the programmable logic device companies favorably and thinks Altera is better positioned near-term versus Xilinx (XLNX). Shares of Altera closed yesterday up 8c to $43.24.
April 21, 2015
18:35 EDTAAPLChinese court rules in favor of Apple in Siri patent case, Economic Times says
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16:00 EDTAAPLOptions Update; April 21, 2015
iPath S&P 500 VIX Short-Term Futures down 1c to 21.53 Option volume leaders: AAPL TSLA TWTR GILD FB PBR AMZN C KMI KO VZ MCD according to Track Data.
13:40 EDTAAPLEarnings Watch: AT&T sees Q1 charge of approximately $130M
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13:34 EDTMSFTEarnings Watch: Yahoo shares dropped more than 6.5% since last earnings report
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12:42 EDTGOOGGoogle April weekly volatility increases into Q1 and outlook
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11:00 EDTAAPLStocks with call strike movement; AMZN AAPL
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10:55 EDTINTCStreet Check: Lam Research defenders rewarded with post-earnings jump
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10:34 EDTAAPLCorning sapphire glass rumored to be in new Apple iPhone, PatentlyApple says
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09:37 EDTAAPLActive equity options trading on open
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08:20 EDTAAPLOrbitz app now customized for Apple Watch
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07:37 EDTMSFTMad Catz Interactive extends agreement with Harmonix for Rock Band 4
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07:30 EDTMSFTMicrosoft volatility elevated into Q3 and outlook
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07:06 EDTINTCRe/Code to hold a conference
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06:18 EDTWMTUS merchants struggle to meet deadline for accepting chip cards, WSJ reports
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06:18 EDTAAPLCitigroup unenthused with IBM mix, still prefers Apple
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06:04 EDTMSFTYahoo, Microsoft add termination clause to search deal
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05:58 EDTAAPLReport: AU Optronics to supply Apple with iPhone panels, DigiTimes says
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05:58 EDTGOOGEU's Vestager says has 'no grudge' against Google, Re/code reports
EU Competition Commissioner Margrethe Vestager, who is leading an antitrust lawsuit against Google, says she is not holding a grudge against the search giant, Re/code reports, citing comments made during a speech at the NYU School of Law. She commented that "We have made a statement of objection lining out our preliminary view on a certain conduct... This, as we see it, is a pretty straightforward case of consumer domination." Reference Link
April 20, 2015
16:01 EDTAAPLOptions Update; April 20, 2015
iPath S&P 500 VIX Short-Term Futures down 78c to 21.52. Option volume leaders: AAPL VZ PBR TWTR TSLA TWTR NFLX MCP FB AMZN AA C according to Track Data.
12:31 EDTWMTWal-Mart workers claim store closings are retaliatory, Fortune says
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09:36 EDTAAPLActive equity options trading on open
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08:42 EDTAAPLApple May weekly volatility elevated into Q2 and outlook
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08:21 EDTGOOGTesla almost sold to Google while near bankruptcy in 2013, Bloomberg says
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08:18 EDTAAPLApple Q2 EPS estimate raised above consensus at Pacific Crest
Pacific Crest raised its Q2 EPS estimate for Apple to $2.17 from $2.15, putting it above the consensus estimate of $2.14. The firm raised its Q2 estimate based on an increase in its iPhone unit outlook, and raised its fiscal 2015 and fiscal 2016 EPS estimates for the company based on higher iPhone and Apple Watch estimates. Nonetheless the firm expects the company to face growth challenges in fiscal 2016, and it keeps a Sector Weight rating on the shares.
08:12 EDTGOOGGoogle April weekly volatility elevated into Q1 and outlook
Google April weekly call option implied volatility is at 38, May is at 26, June is at 24; compared to its 26-week average of 24 according to Track Data, suggesting large near term price movement into the expected release of Q1 results on April 23.
08:04 EDTGOOGTesla CEO held talks to sell company to Google in 2013, Bloomberg reports
Bloomberg cites a new book due out May 19, entitled "Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future."
07:30 EDTAAPLApple Q2 results likely to beat expectations, says Wells Fargo
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07:30 EDTINTCApplied Materials added to Franchise Picks list at Jefferies
Jefferies added Applied Materials (AMAT) to its Franchise Picks list with the stock down 14% year-to-date. The firm attributes the pullback to concerns around tool reuse, and notes it still expects foundry capital spending to increase amid "increased process complexity and competition." Jefferies' work indicates TSMC's (TSM) and Intel's (INTC) capex cuts were driven by market share losses rather than innovation in tool reuse. It keeps a Buy rating on AMAT with a $29 price target.
07:24 EDTGOOGGoogle concerns bring buying opportunity, says Deutsche Bank
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06:41 EDTGOOGGoogle EU regulatory worries don't warrant a sell off, WSJ says
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06:18 EDTAAPLAnalyst sees Apple Watch as company's 'most profitable product ever,' BI reports
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05:51 EDTMSFTEU calls for 'level playing field' in telecoms market, Financial Times reports
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05:44 EDTAAPLApple cuts orders to upstream partners to reduce risks, DigiTimes reports
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05:26 EDTINTCEricsson announces collaboration with Intel security
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05:22 EDTAAPLBooking.com launches first booking travel app for Apple Watch
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April 19, 2015
16:51 EDTMSFTFireEye labs detected limited APT campaign
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14:17 EDTAAPLSony stock may rise 20% over next year, Barron's says
Shares of Sony (SNE) are likely to jump 20% during the next year, Barron's contends in its "Follow Up" column. Barron's notes that the company is rumored to supply camera chips for Apple's (AAPL) iPhone 7, and Sony could also look to exit its TV and mobile phone businesses. Reference Link
April 17, 2015
16:31 EDTGOOGStocks end week lower amid earnings reports, fear about Greece, China
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16:11 EDTAAPLOptions Update; April 17, 2015
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15:42 EDTWMTWal-Mart to slash layer of in-store management, Bloomberg reports
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13:39 EDTMSFTElectronic Arts says Star Wars Battlefront begins shipping November 17
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12:39 EDTMSFTMicrosoft weekly volatility elevated into Q3 and outlook
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11:20 EDTGOOG, MSFTGoogle deal possible after Yahoo amends search pact with Microsoft, analyst says
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10:34 EDTAAPLApple seeks to launch Apple Pay in Canada in November, WSJ reports
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10:25 EDTAAPLApple seeks to launch Apple Pay in Canada in November, DJ reports
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10:19 EDTMSFTAnalyst says AMD driving close to cliff after Q1 miss
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10:14 EDTINTCOptions with decreasing implied volatility
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10:02 EDTINTCIntel upgraded to Buy from Neutral at Tigress Financial
10:00 EDTAAPLOn The Fly: Analyst Initiation Summary
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09:36 EDTAAPLActive equity options trading on open
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07:58 EDTGOOGGoogle April weekly volatility elevated into Q1 and outlook
Google April weekly call option implied volatility is at 35, May is at 26, June is at 22; compared to its 26-week average of 24 according to Track Data, suggesting large near term price movement into the expected release of Q1 results on April 23.
07:15 EDTGOOG, MSFTYahoo search deal with Google could add $10/share, says Jefferies
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06:38 EDTAAPLApple initiated with an Outperform at FBR Capital
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06:33 EDTMSFT, AAPLChina suspends new bank technology policy, NY Times reports
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06:26 EDTGOOGGoogle looking to improve how users view mobile search results
Google announced in a blog post that it is rolling out a fix to improve how people view mobile search results. The company said it is updating the algorithms that display URLs in the search results "to better reflect the names of websites, using the real-world name of the site instead of the domain name, and the URL structure of the sites in a breadcrumbs-like format." Reference Link
06:04 EDTGOOGEconomists warn of uphill battle in case against Google, Financial Times says
Economists believe that the European Commission will have an uphill battle in proving that Google's practices have harmed consumers, reports the Financial Times. Although the antitrust case is enjoying broad political support across Europe and among Google's rivals, economics professors have said “proving a company has engaged in exclusionary practices is not an easy task. This is an area of competition where it is difficult to adopt simple rules and where each case is often a special one.” Reference Link
April 16, 2015
19:37 EDTGOOGGoogle plans $1B investment in Iowa data center, Des Moines Register says
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16:02 EDTAAPLOptions Update; April 16, 2015
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13:53 EDTAAPLApple cooperation with antitrust monitor declines, Reuters says
A court appointed monitor notified a judge that Apple's cooperation with him has "sharply declined," says Reuters. The monitor, who was assigned to Apple after the company was found liable for conspiring to raise e-book prices, said that Apple objected to providing information and "inappropriately" attempted to limit his activities, added Reuters. Reference Link
13:36 EDTAAPLApple watches won't be available in-store in May, Telegraph reports
Apple Watches will not be available to buy in-store in May, according to a memo from Apple retail chief Angela Ahrendts, The Telegraph reports. Instead, customers will be asked to order online to "get customers the model they want earlier and faster," according to the memo. Reference Link
12:26 EDTAAPLYahoo announces four apps for Apple Watch
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12:00 EDTAAPLApple partners with Conservation Fund to preserve 36K acres, Buzzfeed says
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11:54 EDTMSFTYahoo gets more flexibility with new Microsoft agreement, says Cantor
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10:15 EDTINTCOptions with decreasing implied volatility
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10:00 EDTAAPLOn The Fly: Analyst Initiation Summary
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09:57 EDTINTCXilinx rallies after dealReporter discusses potential takeout
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09:36 EDTAAPL, INTCActive equity options trading on open
Active equity options trading on open according to Track Data: AAPL NFLX NEE AMT WFM C PM INTC AA MCD
09:07 EDTAAPLMaxim starts Apple at Hold on non-China iPhone slowdown
Maxim analyst Nehal Chokshi initiated shares of Apple with a Hold rating and $144 price target. After surveying over 800 international consumers, Chokshi thinks iPhone demand in non-Greater China markets will likely be down 16% year-over-year in 2015. The analyst points out, however, that the survey suggests iPhone demand should continue at a 100% rate for 2015 relative to 2014, a data point he calls "significantly positive." Chokshi views Apple as a "very attractive long-term investment," but thinks mature market smartphone lifecycles will trump the strong share gains in China this year.
09:01 EDTMSFTMicrosoft, Yahoo agree to amend search partnership
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09:00 EDTMSFTMicrosoft, Yahoo agree to amend search partnership
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08:43 EDTAAPLSunPower's China joint venture with Apple to provide solar power in China
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08:06 EDTINTCIntel upgraded at Bernstein
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07:53 EDTINTCAltera options indicate traders still hoping for deal, Reuters says
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07:44 EDTAAPLApple calls audible to award 30% of A9 chip orders to TSM, Apple Insider says
Apple (AAPL) has made a "last minute decision" to recruit TSMC (TSM) for 30% of A9 chip orders for its next iPhone after GlobalFoundries continued to experience poor yield rates on production of the next-generation CPU, reports AppleInsider. According to a note from KGI Securities Ming-Chi Kuo, Globalfoundries A9 chip yield rate was at about 30% iyeld rate, well below the "basic requirement" of 50%. Kuo adds that Apple is concerned that Samsung's (SSNLF) chipmaking business may not be able to supply enough of its 14-nanometer design. Reference Link
06:58 EDTINTCIntel upgraded to Market Perform from Underperform at Bernstein
06:43 EDTAAPLAnalyst: Apple Watch pre-orders exceed 2.3M, MacRumors reports
KGI Securities analyst Ming-Chi Kuo estimates that Apple's debut smartwatch, Apple Watch, has sold over 2.3M units since pre-orders opened, MacRumors reports. The analyst notes that Apple is targeting production of 2M-3M Apple Watch units per month, and that apple could reach 2.5M units produced in June without potential bottlenecks to production. Reference Link
06:25 EDTAAPLPoll: Six percent of Americans intend to buy Apple Watch, Reuters says
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06:11 EDTAAPLApple initiated with a Hold at Maxim
Target $144.
06:08 EDTGOOG, MSFTMicrosoft counceled EC in Google antitrust probe, NY Post says
Microsoft (MSFT) "complained a lot" and "definitely counseled" the European Commission in its antitrust investigation of Google (GOOG), reports the New York Post, citing a source with direct knowledge of the situation. Reference Link
06:05 EDTWMTFormer Wal-Mart CEO Duke heads to Carlyle Group, WSJ reports
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05:52 EDTINTCIntel makes push into mini desktop market in 2015, DigiTimes reports
Intel plans to push into the mini desktop market in 2015, reports DigiTimes. According to sources from the upstream supply chain, Intel is also aggressively promoting its Compute Stick and aiming to ship 1.2M units in 2015. Currently, Intel is seeing strong demand for mini desktops in Europe, Southeast Asia and Japan. Reference Link
05:50 EDTINTCIntel to step up cooperation with ODMs and white-box vendors, DigiTimes reports
Intel will look to step up its cooperation with ODMs and white-box makers in China to strengthen its presence in China's handset market, reports DigiTimes. According to industry sources, some vendors will use Intel's quad-core solutions for its 3G smartphones in 3Q15 and 4G LTE models in 4Q15. Reference Link
05:50 EDTAAPLApple to equip next iPhone next iPhone with Force touch tech, DigiTimes says
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April 15, 2015
16:27 EDTGOOG, INTCOn The Fly: Top stock stories for Wednesday
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16:01 EDTAAPLOptions Update; April 15, 2015
iPath S&P 500 VIX Short-Term Futures down 49c to 21.90. Option volume leaders: AAPL NFLX C PBR KMI RIG MCP TWTR GILD BAC according to Track Data.
15:53 EDTINTCAltera cases illustrates challenges Intel may face in dealmaking, WSJ says
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15:05 EDTAAPLEarnings Watch: SanDisk to report Q1 results after lowering revenue guidance
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12:38 EDTGOOGAngie's List jumps as analysts weigh in on what's next after CEO resignation
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12:30 EDTGOOG, INTCOn The Fly: Top stock stories at midday
Stocks on Wall Street began the session in positive territory for the fifth time in the past six sessions. The move came amid lower than expected manufacturing data and industrial production figures in the U.S. and a report on Chinese GDP growth that matched expectations. Although the averages remain higher near midday, the market is well off its highs as investors await the release of the Fed’s Beige Book report. ECONOMIC EVENTS: In the U.S., the Empire State manufacturing report had a reading of -1.19, versus expectations for a 7.17 reading. Industrial production fell 0.6% in March, versus expectations for a 0.3% decline. Capacity utilization came in at 78.4% during the month, versus the 78.6% that was forecast. NAHB's homebuilder confidence index climbed to 56 in April, versus expectations for a reading of 55. The Federal Reserve is scheduled to release its Beige Book at 2 pm EDT this afternoon. In China, the nation's GDP grew at a 7.0% rate in Q1, which met expectations but was the lowest level of quarterly growth since 2009. A number of March data releases came in below expectations in China, including reports on industrial production, retail sales and fixed investments. In Europe, the European Central Bank kept interest rates unchanged. COMPANY NEWS: The European Commission announced it has opened a formal investigation of whether Google’s (GOOG, GOOGL) conduct in relation to its Android mobile operating system as well as applications and services for smartphones and tablets has breached EU antitrust rules. The Commission also sent a Statement of objections to Google alleging the company has abused its dominant position in the markets for general internet search services in the European Economic Area by favoring its own comparison shopping product in its general search results pages. For its part, Google's SVP of Google Search Amit Singhal said the company "respectfully but strongly" disagrees with the need to issue a statement of objections and looks forward to making its case... After Intel (INTC) reported results that were in-line with its preannouncement and estimated that its 2015 revenue would be roughly flat year-over-year, shares rose 4.5%. However, analysts disagreed on the company's ability to meet its revised outlook, with Wedbush upgrading the stock to Outperform from Neutral, but Citi saying that the company's guidance was too bullish and keeping a Neutral rating on the shares. MAJOR MOVERS: Among the notable gainers was Celsion (CLSN), which gained 20% after the company announced interim data from its ongoing open-label Phase 2 DIGNITY Trial of ThermoDox in recurrent chest wall breast cancer. Also higher was gunmaker Smith & Wesson (SWHC), which gained 13% after raising its guidance, citing orders throughout its fiscal fourth quarter that have been stronger than originally anticipated. Among the noteworthy losers was Alcatel-Lucent (ALU), which dropped 19% after agreeing to merge with Nokia (NOK) in an all-share transaction that values Alcatel-Lucent at EUR 15.6B on a fully diluted basis. Also lower were shares of Precision Castparts (PCP), which fell 3% after the company issued fourth quarter guidance, said it was making headcount reductions and the stock was downgraded at DA Davidson. INDEXES: Near midday, the Dow was up 56.39, or 0.31%, to 18,093.09, the Nasdaq was up 24.52, or 0.49%, to 5,001.81, and the S&P 500 was up 9.80, or 0.47%, to 2,105.64.
10:52 EDTINTCBattleground: Analysts clash on Intel's ability to meet guidance
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10:48 EDTGOOGGoogle 'strongly' disagrees with EU Statement of Objections
In a blog post from earlier, Google's SVP of Google Search Amit Singhal said, in part: "We’ve seen similar allegations of harm from competitors in other areas. And the European Commission today confirmed that it is sending Google a Statement of Objections,SO, regarding the display and ranking of shopping results...While Google may be the most used search engine, people can now find and access information in numerous different ways -- and allegations of harm, for consumers and competitors, have proved to be wide of the mark. Any economist would say that you typically do not see a ton of innovation, new entrants or investment in sectors where competition is stagnating -- or dominated by one player. Yet that is exactly what’s happening in our world. Zalando, the German shopping site, went public in 2014 in one of Europe’s biggest-ever tech IPOs. Companies like Facebook, Pinterest and Amazon have been investing in their own search services and search engines like Quixey, DuckDuckGo and Qwant have attracted new funding. We’re seeing innovation in voice search and the rise of search assistants -- with even more to come. It’s why we respectfully but strongly disagree with the need to issue a Statement of Objections and look forward to making our case over the weeks ahead." Reference Link
10:27 EDTGOOGEU unlikely to force structural changes to Google Search, says Baird
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10:19 EDTINTCOptions with decreasing implied volatility
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10:06 EDTAAPLSamsung creates team to work exclusively on Apple devices, Bloomberg reports
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10:00 EDTINTCOn The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: American Tower (AMT) upgraded to Outperform from Neutral at Macquarie... Ameriprise (AMP) upgraded at Morgan Stanley... Builders FirstSource (BLDR) upgraded to Buy from Neutral at Sterne Agee... China Telecom (CHA) upgraded to Outperform from Market Perform at Bernstein... China Unicom (CHU) upgraded to Outperform from Underperform at Bernstein... Discover (DFS) upgraded to Overweight from Neutral at JPMorgan... EV Energy (EVEP) upgraded on asset sale at RBC Capital... GoPro (GPRO) upgraded to Overweight from Neutral at Piper Jaffray... Intel (INTC) upgraded on valuation at RBC Capital... Nike (NKE) upgraded to Overweight from Neutral at Piper Jaffray... Nokia (NOK) upgraded to Market Perform from Underperform at Bernstein... Rice Energy (RICE) upgraded to Buy from Neutral at Goldman... Staples (SPLS) upgraded to Buy from Hold at BB&T... Team (TISI) upgraded to Buy from Hold at BB&T... Ulta Salon (ULTA) upgraded to Overweight from Neutral at Piper Jaffray.
09:55 EDTNVDABofA/Merrill U.S. autos analysts hold an analyst/industry conference call
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09:35 EDTINTC, AAPLActive equity options trading on open
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09:08 EDTINTCOn The Fly: Pre-market Movers
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09:07 EDTINTCIntel reported weak Q1 results, says JMP Securities
JMP Securities says that Intel's Q1 EPs was in-line with its preannouncement, while its data center demand decelerated. The firm thinks the company's guidance for flat 2015 revenue growth is overly optimistic, while data center revenue is likely to decelerate further and elevated inventory levels add risk to gross margin expectations. The firm reiterates a $27 price target and Underperform rating on the shares.
08:56 EDTAAPLVIX methodology for Apple elevated at 35.58
VIX methodology for Apple (VXAPL) at 35.58 compared to its 50-day moving average of 28.57.
08:39 EDTINTCIntel upgraded on valuation at RBC Capital
As noted earlier, RBC Capital upgraded Intel to Outperform from Sector Perform. The firm believes that bearish PC sentiment is fully priced into the shares, while investors should focus on the company's data center business as a driver of cash flow growth. Target $40.
08:15 EDTINTCIntel reported to be in talks to buy VIA Telecom, Bloomberg says
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08:15 EDTINTCIntel Q1 results impressive, says Wells Fargo
Wells Fargo says it was impressed by Intel's results and guidance. The firm has above consensus 2015 and 2016 EPS estimates for the company, and it reiterates an Outperform rating on the shares. Wells continues to identify the stock as a Top Pick.
08:01 EDTAAPLApple services profit contribution rising, says UBS
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06:51 EDTINTCIntel upgraded to Outperform from Neutral at Wedbush
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06:41 EDTINTCCiti recommends Applied Materials, Lam after Intel capex cut
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06:35 EDTAAPLSamsung says Galaxy S6 demand much stronger than expected, Reuters reports
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06:35 EDTINTCCiti calls Intel guidance too bullish, predicts another cut
Citigroup believes the lowered 2015 revenue and margin outlook Intel offered last night remains too bullish. The guidance bakes in 17% revenue growth for the second half of 2015, but since 2010, Intel has grown second half revenue just 5% on average and has never had more than 8% revenue growth, Citi argues. As such, the firm thinks Intel's guidance has to come down again. Citi raised its price target for Intel shares to $32 and $31 and keeps a Neutral rating on the stock following the company's Q1 results.
06:31 EDTGOOGGoogle's wireless service reportedly called 'Project Fi,' Android Police says
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06:24 EDTGOOGEU sends statement of objections to Google on comparison shopping service
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06:23 EDTGOOGEU opens formal investigation against Google regarding Android mobile OS
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06:18 EDTGOOG, AAPLApple, Google, others doubling down on European operations, WSJ reports
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06:17 EDTMSFTCiti cuts Microsoft estimates, price target ahead of Q3 results
Ahead of the tech giant's Q3 results on April 23 and analyst day on April 29, Citigroup cut its below consensus estimates for Microsoft to reflect currency headwinds, lower PC units and reductions in commercial licensing. Citi's FY15, FY16 and FY17 earnings estimates now stand at $2.59, $2.71 and $2.90. The firm believes further contraction to Microsoft’s valuation multiple is possible given downside risk to consensus numbers and "medium-term uncertainty on multiple fronts." It believes the tech giant's strategic issues, including Windows challenges and the cloud transition, have no easy answers. Citi cut its price target for Microsoft shares to $36 from $38 and keeps a Sell rating on the name.
06:14 EDTAAPLSamsung may be borrowing from Apple profit margin strategy, WSJ reports
Samsung (SSNLF) could be borrowing from Apple's (AAPL) profit margin strategy by charging customers $100 more for each incremental gain in storage capacity, reports the Wall Street Journal. IHS senior director of research and analytics Andrew Rassweiler said it costs Samsung makes an extra $87 in profit each time it sells a 64-gigabyte Galaxy S6 and an extra $160 each time it sells a 128-gigabye device. Rassweiler adds that Apple has been structuring its iPhone offerings like this for years to improve margins. Reference Link
06:14 EDTINTCIntel upgraded to Outperform from Sector Perform at RBC Capital
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06:05 EDTINTCIntel gross margin higher than expected, says Piper Jaffray
Piper Jaffray says that despite lower revenue, Intel's gross margin in Q1 was better than expected due to higher platform average selling prices and lower factory start-up costs. Piper notes Intel's Q2 revenue outlook of $13.2B implies a 3% revenue increase quarter-over-quarter, in line with normal seasonality but modestly below current consensus expectations for $13.5B. The firm remains positive on Intel's product strategy and focus on shareholder returns. It reiterates an Overweight rating on the stock with a $38 price target.
05:55 EDTAAPLSmart wearaable device vendors avoid Apple Watch competition, DigiTimes says
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April 14, 2015
20:00 EDTGOOGGoogle says EU likely to open formal investigation into Android, Re/code says
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18:32 EDTWMTCourt rules Wal-Mart can reject shareholder proposal on gun sales, WSJ says
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18:30 EDTINTCOn The Fly: After Hours Movers
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18:27 EDTGOOGGoogle in talks to allow advertisers to target pre-existing customers, WSJ says
Google is in talks with advertisers to gain access to their customer information, allowing Google to target ads to pre-existing customers of a given company, reports the Wall Street Journal, citing people familiar with the matter. The new ads may be launched later this year or in early 2016, said the sources. Reference Link
17:53 EDTINTCIntel says expects PC market to remain 'challenging' in 2015
Says on track to improving mobile profitability goal. Says on track reduce mobile losses by $800M, weighted towards back half of year. Says PC Industry burning through inventory and expects trend to continue in Q2. Says will not respond to rumors on M&A. Says growth in Data Center group will be "lumpy" near term, but long term expects mid-teens growth. Comments from company's Q1 earnings conference call.
17:45 EDTAAPLApple acquires Israel-based camera-technology company LinX, WSJ says
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17:04 EDTINTCSemiconductor equipment stocks lower after Intel cuts FY15 CapEx view
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16:41 EDTINTCIntel CFO: Q1 in came 'as projected'
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16:11 EDTINTCIntel up 3% following Q1 results, guidance
16:10 EDTINTCIntel sees FY15 CapEx $8.7B, plus or minus $500M
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16:08 EDTINTCIntel sees Q2 gross margin 62%, plus or minus couple of points
16:06 EDTINTCIntel sees FY15 gross margin 61%
16:06 EDTINTCIntel reports Q1 gross margin 60.5%, down 4.9 point sequentially
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16:05 EDTINTCIntel reports Q1 Client Computing Group revenue down 16% sequentially
Down 8% y/y. Reports Q1 Data Center Group revenue down 10% sequentially, up 19% y/y.
16:04 EDTINTCIntel sees FY15 revenue approximately flat, consensus $55.69B
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16:03 EDTINTCIntel sees Q2 revenue $13.2B, plus or minus $500M, consensus $13.51B
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16:01 EDTINTCIntel reports Q1 EPS 41c, consensus 41c
Reports Q1 revenue $12.8B, consensus $12.9B.
16:00 EDTAAPL, INTCOptions Update; April 14, 2015
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15:45 EDTGOOGEU decides to charge Google with antitrust violations, WSJ says
European antitrust head Margrethe Vestager has decided to file formal antitrust charges against Google, reports the Wall Street Journal, citing a person familiar with the matter. Sources said the decision will be announced Wednesday and was made after consulting with European Commission President Jean-Claude Juncker. The Journal notes that fines may theoretically exceed $6B.Reference Link
15:34 EDTINTCNotable companies reporting after market close
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15:27 EDTGOOGEU decides to file formal charges against Google, Dow Jones says
15:13 EDTINTCIntel April 31.5 straddle priced for 4.1% movement into Q1
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13:20 EDTGOOGRecord labels lobby for better royalties from YouTube, Dailymotion, FT says
The International Federation of the Phonographic Industry alleged Tuesday that certain digital video platforms including Google's (GOOG) YouTube and Orange's (ORAN) Dailymotion are relying too much on "safe harbour" laws to avoid paying royalties to record labels, reports the Financial Times, citing statements by IFPI CEO Frances Moore. The move comes as the European Commission weighs reforming EU copyright law. The IFPI is a recording industry group that counts Sony (SNE) Music Entertainment and Vivendi's (VIVHY) Universal Music Group among its members. Reference Link
12:01 EDTAAPLApple says ResearchKit now available to medical researchers
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11:16 EDTGOOGCredit Suisse's top Internet picks
Credit Suisse's top large-cap Internet picks remain Amazon.com (AMZN) for operating margin expansion and normalizing International growth, Facebook (FB) for underestimated long-term monitization potential from growing new products, and Google (GOOGL) for a slowdown in capex and narrowing of the mobile-desktop monetization gap. The firm's top small-cap picks are LinkedIn (LNKD) for the ramp of Sales Navigator and acceleration of Marketing Solutions and Yelp (YELP) because of reduced churn and increasing mobile traffic growth and ARPU.
11:04 EDTMSFTMicrosoft acquires Datazen Software, terms not disclosed
Microsoft announced in a blog post the acquisition of Datazen Software, "an industry leader in mobile business intelligence and data visualization on Windows, iOS and Android devices. This acquisition accelerates our Power BI strategy to help organizations create a data culture with easy-to-use, accessible tools to extract maximum value from data – from anywhere, on any device... Beyond great technology, this acquisition brings a group of talented people to Microsoft. They will help us continue to deliver a broad range of products and services that will empower organizations around the world capitalize on their data opportunities." Reference Link
11:01 EDTGOOGFrance may push for Google to reveal secret algorithm, Financial Times says
France is considering forcing Google to hand over its secret formula for ranking websites, reports the Financial Times. The French senate will likely pass a law this week that would allow the country's national telecoms regulator to monitor the algorithms. Reference Link
10:51 EDTGOOGGoogle to sell mobile phone plans directly to customers, The Information reports
Google (GOOG) is looking to sell mobile phone plans directly to customers while managing their calls and mobile data over a cellular network, reports The Information. According to people with knowledge of the plans, the new service is expected to run on Sprint (S) and T-Mobile (TMUS) networks. Google expected to reach deals to buy wholesale across to those carriers' networks. A launch this year seems likely. Reference Link
10:27 EDTAAPLSamsung's Galaxy S6 Edge costliest phone to build, Re/code reports
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09:43 EDTAAPLApple to discuss future of iOS and OS X at conference on June 8
Apple announced that it will hold its 26th annual Worldwide Developers Conference June 8 through June 12 at San Francisco’s Moscone West. At WWDC, Apple’s developer community will come together to learn about the future of iOS and OS X. WWDC will feature more than 100 technical sessions, over 1,000 Apple engineers, hands-on labs to help developers integrate technologies and fine tune their apps. Reference Link
09:35 EDTAAPLActive equity options trading on open
Active equity options trading on open according to Track Data: AAPL AMZN PBR SU NFLX ALU BIDU TSLA JNJ GE
08:40 EDTAAPLSeveral signs suggest Apple may build a car, says Bernstein
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06:08 EDTGOOGAccess to Google's Malaysia website disrupted for some, WSJ reports
Some Google users in Malaysia had their access to the website interrupted on Tuesday, with some redirected to a website saying "Google Malaysia Hacked," The Wall Street Journal reports. A Google spokesperson commented that services like Gmail were not affected and said that "We’re aware that some users are having trouble connecting to google.com.my, or are being directed to a different website. We’ve reached out to the organization responsible for managing this domain name and hope to have the issue resolved shortly." Reference Link
05:48 EDTAAPLReport: Foxconn engaged in selling second-hand iPhones in China, DigiTimes says
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05:46 EDTMSFTMicrosoft's Surface 3 expected to see weak sales, DigiTimes Research reports
Microsoft's Surface 3 is expected to see low shipments and weak sales due to fiercer competition than those for its Surface Pro 3, reports DigiTimes Research. The Surface 3, priced over $600, is expected to only have limited impact on other branded 2-in-1 products, which are priced below $350 on average. Reference Link
05:46 EDTMSFTMicrosoft offers fee cut to attract vendors to pre-install apps, DigiTimes says
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