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Stock Market & Financial Investment News

News Breaks
February 8, 2013
09:56 EDTSTXSeagate calls active on renewed takeover chatter
Seagate February 35 and 37 calls are active on total call volume of 13K contracts (2K puts). February call option implied volatility is at 35, March is at 37, April is at 39; compared to its 26-week average of 39 according to Track Data. Active option volume suggests traders taking positions for larger price movement for this frequent subject of takeover chatter.
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May 19, 2015
12:55 EDTSTXPC related stocks struggle after Morgan Stanley says PC turn won't come until Q3
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08:33 EDTSTXMorgan 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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