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Stock Market & Financial Investment News

News Breaks
August 7, 2014
15:30 EDTNVDANVIDIA August weekly 17.5 straddle priced for 7.7% move into Q2
News For NVDA From The Last 14 Days
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May 28, 2015
09:16 EDTNVDA, NVDAQualcomm's chipset headwinds could force it to consider M&A, says CLSA
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May 27, 2015
10:35 EDTNVDABMO Capital to hold a tour
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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. .
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.

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