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September 3, 2015
08:16 EDTHPQHP exploring sale of cyber security unit, Reuters reports
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07:54 EDTSTXSeagate downgraded to Hold from Buy at Benchmark Co.
Benchmark Co. analyst Mark Miller downgraded Seagate to Hold with a $50 price target.
07:48 EDTSTXSeagate earnings upside potential greater than expected, says Brean Capital
Brean Capital believes investors should be buying Seagate shares as they see the near-term earnings upside potential as great than expected. The firm cited the company's reduction in operating expenses to respond to the softer PC environment and reiterated its Buy rating and $65 price target on Seagate shares.
07:27 EDTWDC, STXWestern Digital has positive read through from Seagate data, says Wells Fargo
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07:21 EDTHPQ, STXSentiment towards HP to get lift from Seagate data, says Wells Fargo
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06:28 EDTGOOGJudge approves $415M settlement in anti-poaching lawsuit, Reuters reports
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September 2, 2015
17:47 EDTGOOG, GOOGCLSA starts PayPal at Underperform, says no Visa or MasterCard
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14:12 EDTGOOGGoogle intoduces new features for Google Docs
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12:56 EDTGOOGGoogle plans September 29 Nexus event, CNet reports
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11:37 EDTMSFTXbox One promoter settles FTC charges that it deceived customers
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10:39 EDTGOOGTime to short Netflix, stock headed 'back to $80,' Citron Research says
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09:36 EDTFB, MSFTActive equity options trading on open
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07:21 EDTHPQArista Networks outlook has improved, says Stifel
After meeting with Arista's (ANET) management and other sources in the industry, Stifel says that the release of VMware's (VMW) NSX 6.2 will be positive for Arista, which partners with NSX. The firm adds that the momentum of Arista's partnership with HP (HPQ) is increasing, while the partnership is creating new opportunities for Arista. The firm continues to believe that Arista has multiple "tangible" growth catalysts. It keeps a $95 price target and Buy rating on the shares.
06:03 EDTGOOGPiper's Munster says car from Apple a 50%-60% probability
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06:00 EDTGOOGAndroid Wear for iOS incompatible with HealthKit, BuzzFeed News reports
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September 1, 2015
19:22 EDTMSFT, GOOGAmazon, Google, Netflix, others establish alliance to develop new media format
Amazon (AMZN), Cisco (CSCO), Google (GOOG), Intel (INTC), Microsoft (MSFT), Mozilla and Netflix (NFLX) announced the formation of the Alliance for Open Media, "an open-source project that will develop next-generation media formats, codecs and technologies in the public interest." The alliance added that it is committing its collective technology and expertise to meet "growing Internet demand for top-quality video, audio, imagery and streaming across devices of all kinds." The alliance's initial focus is to deliver a next-generation video format that is interoperable and open; optimized for the web; scalable to any modern device; optimized for hardware; capable of highest-quality and real-time video delivery; and flexible for both commercial and non-commercial content, including user-generated content. The initial project will create a new, open royalty-free video codec specification based on the contributions of members, said the group. Additional information on the alliance will be available later this year. Reference Link
17:29 EDTFB, GOOGGoogle cancelled location-tracking ad project, Fortune says
Earlier this year, Google (GOOG) cancelled a project that aimed to track Google Maps users and send notifications to their phones after entering the vicinity of certain retailers, allowing potential partners such as Starbucks (SBUX) or Walgreens (WBA) to automatically highlight loyalty programs or discounts when a customer entered the store, reports Fortune, citing people familiar with the project. The project, known as "Google Here," was shut down due to concerns of being overly invasive as well as doubts about whether retailers were interested in the project, said the report. Note that on June 8, Facebook (FB) expanded its test of business "beacons," allowing retail partners to "beam" information to customers via in-store devices. Reference Link
16:22 EDTMSFT, FBOptions Update; September 1, 2015
iPath S&P 500 VIX Short-Term Futures up 2.97 to 31.40. Option volume leaders: AAPL NFLX BAC FB BABA MSFT TSLA TWTR C GE GPRO XOM SUNE FCX JPM INTC
13:27 EDTGOOGYelp may be attractive to TripAdvisor, Google, FT says
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12:17 EDTMSFTVMware introduces software to accelerate Windows 10 adoption
VMware (VMW) announced new End-User Computing innovations for universal application delivery and device management to help organizations transform business processes and deliver a more user- and application-centric experience. VMware End-User Computing solutions help customers bridge from the traditional world of client-server technologies to the new world of mobile-cloud technologies that deliver greater agility, seamless access across user devices and enhanced security. Moreover, with the expertise to help businesses accelerate the upgrade to Microsoft (MSFT) Windows 10 and achieve business mobility, VMware End-User Computing solutions will deliver consumer-grade simplicity, platform heterogeneity and accelerated application delivery for unified endpoint management. "A fundamental technology shift is underway as organizations seek to embrace and capitalize on business mobility," said Sanjay Poonen, general manager and executive vice president, End-User Computing, VMware. "The opportunity for transformative change is massive, and VMware is innovating like never before. Our industry-leading VMware End-User Computing product portfolio is uniquely positioned to help customers navigate this transition to the mobile-cloud era." VMware introduced Project A2, a technology preview showcasing the ability to re-define Windows management and pioneer an approach that is unique in the industry, shifting from a focus on endpoint management to a focus on application management. Project A2 will make applications lightweight and easy to deliver, enabling IT organizations to seamlessly move existing physical Windows applications into the new Windows 10 mobile-cloud platform and apply an EMM approach across all applications (universal and classic Windows applications). This new technology will offer IT teams a uniform management experience for their entire fleet of Windows 10 desktop devices along with employee and business owned mobile devices. Moreover, it will deliver a consistent end-user mobile workspace that provides access to all of users applications including Windows, SaaS and mobile, to any device. Reference Link
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