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Stock Market & Financial Investment News

News Breaks
January 17, 2013
11:46 EDTINTC, AIXG, QCOM, KLAC, ASML, TSMSemiconductor makers rally after earnings from TSMC, ASML
Taiwan Semi, also known as TSMC, reported Q4 earnings of 28c per ADR unit, matching consensus estimates, on revenue of NT$131.31B. Lora Ho, SVP and CFO of TSMC, said, “In the fourth quarter, demand for our products was higher than we expected three months ago, resulting in above-guidance revenue and profit margins. We now expect the supply chain inventory DOI to decline only slightly in the first quarter, and our revenue will also decline only slightly in the first quarter from the previous quarter." TSMC guided to Q1 revenue between NT$127B-NT$129B and an operating profit margin of 31.5%-33.5%. ASML also reported before today's opening bell, announcing Q4 adjusted EPS of EUR0.73, which was up from EUR0.67 in the prior quarter. ASML's Q4 revenue declined to EUR1.02B from EUR1.21B in the same quarter of last year. ASML also forecast its Q1 revenue to decline, but added it sees "a slow Q1 start, recovering in Q2 and a relatively large second half" in 2013. Also, shares of ASML were upgraded by research firm Bank of America Merrill Lynch this morning to Buy from Neutral. In late morning trading, shares of ASML rose about 7.6% to $68.70, while TSMC advanced over 2% to $18.18. Some other names rising in the semiconductors space included KLA-Tencor (KLAC), up 6.6% to $51.72, and Aixtron (AIXG), up 6% to $13.74. Shares of the largest players in the industry were higher as well, with Intel (INTC) up over 1% ahead of its earnings report, due out after the bell tonight, and Qualcomm (QCOM) up about 0.5% to $65.10.
News For TSM;ASML;KLAC;AIXG;INTC;QCOM From The Last 14 Days
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November 18, 2014
10:55 EDTINTCIntel to host investor meeting
Investor meeting to be held in Santa Clara, CA on November 20 at 11 am. Webcast Link
10:15 EDTASMLHigh option volume stocks
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09:06 EDTINTCIntel to combine two groups in new 'Client Computing' unit, WSJ says
Intel plans to reorganize by combing its groups that handle personal computer chips with those used for smartphones and tablets, according to The Wall Street Journal, citing an email sent to employees by CEO Brian Krzanich. Intel’s changes are scheduled to go into effect in early 2015, the report noted. Reference Link
07:36 EDTASMLUBS to hold a conference
Global Technology Conference to be held in Sausalito, California on November 18-20 with webcasted company presentations to begin on November 18 at 10:45 am; not all company presentations may be webcasted. Webcast Link
07:16 EDTTSMSamsung to produce APs for iPhones, iPads beginning in 2015, Korea Times reports
According to the Korea Times, sources say that Apple (AAPL) will outsource the bulk of its application processors manufacturing to Samsung (SSNLF) for iPhones and iPads starting in 2015. This agreement will cause Samsung to become a primary supplier of APs to Apple, moving Taiwan Semi (TSM) into second place. Reference Link
06:08 EDTINTCIntel's 'Mica' bracelet to feature Google alerts, AT&T data plan, Re/code says
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06:04 EDTQCOMQualcomm to host analyst meeting
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November 17, 2014
13:57 EDTQCOMQualcomm volatility flat into analyst meeting
Qualcomm November call option implied volatility is at 22, December and January is at 20, February is at 21; compared to its 26-week average of 21 according to Track Data, suggesting non-directional price movement into a company sponsored analyst meeting on November 19
07:52 EDTKLAC, KLACKLA-Tencor downgraded to Underperform from Outperform at CLSA
07:52 EDTINTCDepartment of Energy awards $425M for supercomputing technologies
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November 14, 2014
17:13 EDTASMLAppaloosa gives quarterly update on stakes
NEW STAKES: NXP Semiconductors (NXPI), Lorillard (LO), Alibaba (BABA), and Shire (SHPG). INCREASED STAKES: Whirlpool (WHR), Priceline (PCLN), Delta (DAL), CBS (CBS), and General Motors (GM). DECREASED STAKES: American Airlines (AAL), Disney (DIS), Apple (AAPL), MGM Resorts (MGM), and Eastman Chemical (EMN). LIQUIDATED STAKES: Expedia (EXPE), AIG (AIG), Prudential (PRU), Celanese (CE), and ASML Holding (ASML).
12:53 EDTQCOMOmega Advisors gives quarterly update on stakes
NEW STAKES: AerCap Holdings (AER), Nordic American Offshore (NAO), Melco Crown Entertainment (MPEL), Groupon (GRPN), and Ashland (ASH). INCREASED STAKES: QEP Resources (QEP), United Continental (UAL), Cabot Oil & Gas (COG), Actavis (ACT), and KAR Auction Services (KAR). DECREASED STAKES: Sprint (S), SandRidge Energy (SD), Sirius XM Holdings (SIRI), Kinder Morgan (KMI), and Transocean (RIG). LIQUIDATED STAKES: QUALCOMM (QCOM), Ocwen Financial (OCN), Freeport-McMoRan (FCX), Boston Scientific (BSX), and Capital One (COF).
November 12, 2014
15:08 EDTINTCEarnings Preview: Cisco reports amid analyst debate on break-up potential
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14:08 EDTINTCIntel reports 427.7K share position in Rocket Fuel
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12:55 EDTQCOMNVIDIA says Samsung files counter-suit, patent infringement claims
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November 10, 2014
13:35 EDTTSMTSMC reports October sales increase 55.9% from last year
Earlier today, TSMC announced its net revenues for October: On a consolidated basis, revenues for October were approximately NT$80.74B an increase of 7.9% from September and an increase of 55.9% over October 2013. Revenues for January through October totaled NT$621.02B, an increase of 23.5% compared to the same period in 2013.
10:04 EDTASMLOn The Fly: Analyst Upgrade Summary
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08:31 EDTASMLASML upgraded to Positive at Susquehanna
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06:37 EDTASMLASML upgraded to Positive from Neutral at Susquehanna
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06:28 EDTQCOM, TSMReport: TSMC may buy Qualcomm Taiwan factory, DigiTimes says
TSMC (TSM) is considering an acquisition of Qualcomm's (QCOM) Taiwan factory to expand its packaging and test business, reports DigiTimes. Citing a Chinese-language Economic Daily News report, the Qualcomm factory will be acquired for several billion NT dollars. Reference Link
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