New User:

-or-
Username:
Password:
Forgot your password?

Stock Market & Financial Investment News

News Breaks
July 22, 2014
15:39 EDTQCOM, NVDANVIDIA loses another Tegra socket to Qualcomm, says Pacific Crest
Pacific Crest said NVIDIA (NVDA) lost another Tegra socket to Qualcomm (QCOM) in the new XiaoMi Mi 4 phone.
News For NVDA;QCOM From The Last 14 Days
Sign up for a free trial to see the rest of the stories you've been missing.
May 29, 2015
16:07 EDTQCOMQualcomm's Snapdragon 810 processor to power Google's Project Tango platform
Subscribe for More Information
10:07 EDTQCOMBroadcom calls active on speculation of a competing bid
Broadcom (BRCM) June 55 and 56 calls are active on total call volume of 13K contracts (3K puts) on speculation of a competing bid by Qualcomm (QCOM). June weekly call option implied volatility is at 22, June is at 25, July is at 21; compared to its 52-week range of 18 to 62. Active call volume suggests traders taking positions for price movement after announcing it will be acquired by Avago Technologies (AVGO) for cash and stock in a deal valued at $37B or roughly $58 per share.
07:15 EDTQCOMBroadcom-Avago deal may not be tech's largest for long, Bloomberg says
Subscribe for More Information
May 28, 2015
09:16 EDTNVDA, NVDA, QCOM, QCOMQualcomm's chipset headwinds could force it to consider M&A, says CLSA
Subscribe for More Information
05:55 EDTQCOMStocks with implied volatility movement; AVGO QCOM
Subscribe for More Information
May 27, 2015
10:35 EDTNVDABMO Capital to hold a tour
Subscribe for More Information
08:34 EDTNVDANVIDIA checks positive, says JMP Securities
After conducting checks, JMP Securities says that Nvidia (NVDA) appears to be dominating the high-end gaming category, and it expects Nvidia to play a leading role in any car developed by Apple (AAPL). The firm adds that the Nvidia Enterprise, Cloud, and HPC engagements continue to rise at a pace well in excess of computing market fundamentals. It reiterates the stock as a Best Idea. .
06:13 EDTQCOMTech companies look for ways to fend off activist investors, WSJ reports
Subscribe for More Information
May 25, 2015
12:37 EDTQCOMQualcomm, Daimler announce strategic collaboration on connected car technology
Daimler AG (DDAIF) and Qualcomm Technologies, a subsidiary of Qualcomm (QCOM), announced a strategic collaboration focused on vehicle innovation. In the first phase of the collaboration, the companies will focus on developing vehicles with mobile technologies such as 3G/4G connectivity, wireless charging technology, and implementation of the Qualcomm "Halo" wireless electric vehicle charging technology. In addition, the companies are jointly assessing the application of Qualcomm's newly developed "Automotive Solutions." Qualcomm Technologies is collaborating with Daimler on its wireless power transfer 2.0 program for electric vehicles. The Qualcomm Halo technology could allow Daimler customers to charge their electric vehicles and plug-in hybrid EVs without having to plug them in. In addition, Qualcomm WiPower technology enables consumer electronics to charge wirelessly in-vehicle.
May 21, 2015
07:32 EDTQCOMQualcomm initiates $5B accelerated share repurchase
Qualcomm announced that it has entered into accelerated share repurchase agreements with two financial institutions to repurchase an aggregate of $5B of Qualcomm's common stock, with an initial delivery of approximately 57.7M shares. The final number of shares to be repurchased will be based on the volume-weighted average stock price of Qualcomm's common stock during the term of the transaction, less a discount and subject to adjustments pursuant to the terms and conditions of the ASR Agreements. The company is funding the accelerated share repurchase with proceeds from its recently completed $10B debt offering.
May 19, 2015
12:55 EDTNVDAPC related stocks struggle after Morgan Stanley says PC turn won't come until Q3
Subscribe for More Information
08:33 EDTNVDAMorgan Stanley cautious in near-term on PC names
Morgan Stanley is more cautious on PC names near-term, given PC and HDD inventory builds quarter-to-date and weaker April ODM sales. The firm's analyst team continues to believe Q1 was a bottom in year-over-year growth, but now expects normal Q2 seasonal growth instead of above normal and thinks any recovery will likely be delayed until Q3. Morgan Stanley is cautiously optimistic on Western Digital (WDC) due to its diverse revenue drivers, sees value creation catalysts for Hewlett-Packard (HPQ) and believes Microsoft (MSFT) shares reflect the challenging PC market and Win 10. The firm is more cautious on semis such as NVIDIA (NVDA) given higher valuations, share loss at Advanced Micro (AMD), potential 2H margin pressure at Intel (INTC), and Morgan is cautious on PC DRAM stocks near-term due to weaker pricing.
May 15, 2015
17:33 EDTQCOMPoint72 Asset Management gives quarterly update on stakes
Subscribe for More Information
10:55 EDTQCOMJANA Partners gives quarterly update on stakes
Subscribe for More Information

Sign up for a free trial to see the rest of the stories you've been missing.

I agree to the theflyonthewall.com disclaimer & terms of use