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November 8, 2012
17:07 EDTNVDANVIDIA: Non-PC revenue accounted for 30% of total Q3 revenues
News For NVDA From The Last 14 Days
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May 19, 2015
12:55 EDTNVDAPC related stocks struggle after Morgan Stanley says PC turn won't come until Q3
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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 11, 2015
07:26 EDTNVDAQualcomm rivals questioned by EU antitrust regulators, Reuters reports
Antitrust regulators in the EU are asking Qualcomm's (QCOM) rivals about the company's business practices, Reuters reports, citing a document. Europe has been investigating Qualcomm for the last seven months over the way it licenses its products and its power over patents. Another EU inquiry, which began in 2010, was triggered by a complained from Nvidia's (NVDA) Icera unit over rebates and incentives. Reference Link
May 8, 2015
11:57 EDTNVDANVIDIA shares lower after reporting Q1 results amid soft PC demand
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10:13 EDTNVDANVIDIA falls after earnings
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10:01 EDTNVDAOn The Fly: Analyst Downgrade Summary
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08:06 EDTNVDANVIDIA downgraded to Neutral from Buy at Roth Capital
Roth Capital downgraded NVIDA to Neutral from Buy and lowered its price target to $22 from $26. NVIDIA reported Q1 results below Roth's estimates and provided a cautious near-term outlook. Roth lowered estimates due to weak PC OEM low/mid-range graphics demand and weak Tegra mobile demand, combined with macro weakness and FX issues impacting enterprise workstation demand.

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