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FJTSY

Fujitsu

$36.98

-0.32 (-0.86%)

, INTC

Intel

$34.68

0.44 (1.29%)

10:24
07/17/17
07/17
10:24
07/17/17
10:24

Fujitsu releases new AI processor details, Guru3D says

Fujitsu (FJTSY) has decided to give Intel (INTC), Nvidia (NVDA) and AMD (AMD) some competition in the Artificial Intelligence and deep learning department as it releases details if new AI processor, according to Guru3D. The company is targeting 10 times the performance of "the competition," and since its release is scheduled for 2018, that means the latest Nvidia and Intel deep learning chips, the report noted.Reference Link

FJTSY

Fujitsu

$36.98

-0.32 (-0.86%)

INTC

Intel

$34.68

0.44 (1.29%)

NVDA

Nvidia

$164.95

4.32 (2.69%)

AMD

AMD

$13.92

0.39 (2.88%)

  • 25

    Jul

  • 10

    Aug

  • 15

    Aug

  • 29

    Aug

FJTSY Fujitsu
$36.98

-0.32 (-0.86%)

INTC Intel
$34.68

0.44 (1.29%)

06/29/17
WELS
06/29/17
NO CHANGE
WELS
AMD server processor may be superior to Intel offering, says Wells Fargo
After analyzing third party data, Wells Fargo says that AMD's (AMD) EPYC server processor "may well offer better absolute performance and price/performance than Intel's current Broadwell generation server processors, and perhaps comparable performance and price/performance to Intel's upcoming Skylake processors which are scheduled for launch...on July 11." The analyst says that AMD's new accelerator products and its potential momentum in the server processor market "may well help AMD begin to establish itself in the datacenter accelerator market." Wells keeps an Outperform rating on AMD.
06/26/17
GSCO
06/26/17
NO CHANGE
Target $11
GSCO
Sell
Goldman reiterates Sell rating on AMD, sees valuation 'difficult to justify'
After AMD's (AMD) launch last week of its "EPYC" datacenter processors, Goldman Sachs analyst Toshiya Hari reiterated a Sell rating and $10.60 price target in a pre-market research note Monday. While the news "represents a positive step" towards re-engaging in datacenter, Hari finds the stock's current valuation "difficult to justify" as the market appears to have already priced in significant improvement in the company's competitive and financial position. Additionally, the analyst highlights that Intel (INTC) expects to release competing products in 2H17 and could get aggressive on pricing to defend its position, potentially diminishing AMD's profits in the space.
06/21/17
06/21/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Intel (INTC) downgraded to Neutral from Buy at BofA/Merrill with analyst Vivek Arya saying he fears increased competition from AMD (AMD) in servers and Nvidia (NVDA) share gains in AI and accelerators could limit Intel's average selling price expansion, which he notes has been a key source of its growth. Arya cut his price target on Intel shares to $38 from $42. 2. Target (TGT) downgraded to Neutral from Buy at Citi. 3. Chevron (CVX) downgraded to Neutral from Outperform at Macquarie. 4. Schlumberger (SLB) downgraded to Equal Weight from Overweight at Barclays with analyst J. David Anderson saying that based on strip prices and the firm's oil price forecast he expects 2018 North America E&P spending to be up about 10-15%. 5. Embraer (ERJ) downgraded to Market Perform from Outperform at Cowen with analyst Cai Von Rumohrciting the increasing likelihood of a transitional earnings dip as E2 enters production with another year of cash outflow in 2018. Although 2019 looks notionally better, the stock faces a tough earnings revision set-up in the second half of this year. Von Rumohr lowered his price target to $24 from $27 on Embraer shares. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/21/17
06/21/17
DOWNGRADE
Target $38

Neutral
Intel cut to Neutral on rising Nvidia, AMD competition at BofA/Merrill
As previously reported, BofA Merrill Lynch analyst Vivek Arya downgraded Intel (INTC) to Neutral from Buy, as he fears increased competition from AMD (AMD) in servers and Nvidia (NVDA) share gains in AI and accelerators could limit Intel's average selling price expansion, which he notes has been a key source of its growth. Also, opex pressure from larger cloud customers and capex pressure from increased memory investments is pressuring Intel's free cash flow, added Arya, who cut his price target on Intel shares to $38 from $42.
NVDA Nvidia
$164.95

4.32 (2.69%)

06/30/17
RBCM
06/30/17
NO CHANGE
RBCM
Outperform
Nvidia best positioned to win in cryptocurrency, says RBC Capital
After numerous reports suggested that AMD (AMD) and Nvidia (NVDA) will launch mining chips specifically designed for cryptocurrencies, RBC Capital analyst Mitch Steves said he thinks that Nvidia is best positioned to win that battle, given its lead in multiple other markets. He keeps an Outperform rating on Nvidia shares.
06/28/17
SUSQ
06/28/17
NO CHANGE
SUSQ
Neutral
Nvidia crypto-currency graphic cards a positive, says Susquehanna
Susquehanna analyst Christopher Rolland said he confirmed Nvidia (NVDA) will be releasing a crypt-currency specific graphics card, which will be positive for them but be negative for AMD (AMD) as it may threaten the latter's dominance in the Ethereum market where it currently holds a price/performance advantage. Rolland has a Neutral rating on both Nvidia and AMD shares.
06/20/17
06/20/17
DOWNGRADE

Sector Weight
ON Semiconductor downgraded to Sector Weight from Overweight at Pacific Crest
Pacific Crest analyst Michael McConnell downgraded ON Semiconductor (ON) to Sector Weight after Asia supply-chain channel checks left him "incrementally more cautious." Signs of double-ordering by customers raises risk of a correction over the next 12 months, McConnell tells investors in a research note. He recommends investors move to the sidelines with respect to the shares. The analyst this morning also upgraded Nvidia (NVDA) to Sector Weight and Marvell Technology (MRVL) to Overweight.
AMD AMD
$13.92

0.39 (2.88%)

TODAY'S FREE FLY STORIES

GPRO

GoPro

$9.08

-0.48 (-5.02%)

, CREE

Cree

$29.28

-0.08 (-0.27%)

07:30
10/17/17
10/17
07:30
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07:30
Options
Unusual put flow in option market yesterday »

Notable put activity was…

GPRO

GoPro

$9.08

-0.48 (-5.02%)

CREE

Cree

$29.28

-0.08 (-0.27%)

MT

ArcelorMittal

$28.99

-0.36 (-1.23%)

PXD

Pioneer Natural

$143.69

-0.23 (-0.16%)

BABY

Natus Medical

$39.35

-0.75 (-1.87%)

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CARB

Carbonite

$22.30

-0.5 (-2.19%)

07:30
10/17/17
10/17
07:30
10/17/17
07:30
Initiation
Carbonite initiated  »

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  • 02

    Nov

NEWS

NewStar Financial

$12.13

0.23 (1.93%)

07:30
10/17/17
10/17
07:30
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07:30
Hot Stocks
Breaking Hot Stocks news story on NewStar Financial »

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JRVR

James River Group

$41.95

-0.08 (-0.19%)

07:27
10/17/17
10/17
07:27
10/17/17
07:27
Initiation
James River Group initiated  »

James River Group…

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  • 02

    Nov

MDB

MongoDB

07:27
10/17/17
10/17
07:27
10/17/17
07:27
Syndicate
MongoDB IPO deal range increased to $20.00-$22.00 »

MongoDB 's 8M share…

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  • 19

    Oct

NFLX

Netflix

$202.68

3.19 (1.60%)

07:26
10/17/17
10/17
07:26
10/17/17
07:26
Recommendations
Netflix analyst commentary  »

Netflix price target…

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  • 22

    Oct

PSX

Phillips 66

$90.87

-3.56 (-3.77%)

07:26
10/17/17
10/17
07:26
10/17/17
07:26
Recommendations
Phillips 66 analyst commentary  »

Phillips 66 price target…

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  • 27

    Oct

VZ

Verizon

$48.09

0.23 (0.48%)

07:25
10/17/17
10/17
07:25
10/17/17
07:25
Periodicals
Verizon FiOS stops carrying Univision, WSJ reports »

Verizon FiOS has stopped…

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  • 19

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  • 01

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VLO

Valero

$77.42

-0.66 (-0.85%)

07:25
10/17/17
10/17
07:25
10/17/17
07:25
Recommendations
Valero analyst commentary  »

Valero price target…

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  • 26

    Oct

SNDX

Syndax

$12.76

0.39 (3.15%)

07:25
10/17/17
10/17
07:25
10/17/17
07:25
Syndicate
Syndax raises $25M in a registered direct offering »

Syndax announced that it…

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IMDZ

Immune Design

$10.10

-0.85 (-7.76%)

07:25
10/17/17
10/17
07:25
10/17/17
07:25
Conference/Events
Immune Design to host conference call »

Conference call to…

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  • 17

    Oct

  • 08

    Nov

CVS

CVS Health

$72.44

-0.16 (-0.22%)

07:25
10/17/17
10/17
07:25
10/17/17
07:25
Conference/Events
Economic Club of New York to hold a breakfast meeting »

Larry Merlo, President…

03/08/13
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  • 17

    Oct

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  • 06

    Nov

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    Dec

CVS

CVS Health

$72.44

-0.16 (-0.22%)

07:25
10/17/17
10/17
07:25
10/17/17
07:25
Conference/Events
Economic Club of New York to hold a breakfast meeting »

Larry Merlo, President…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 17

    Oct

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  • 06

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    Dec

IPXL

Impax

$19.95

-0.85 (-4.09%)

07:24
10/17/17
10/17
07:24
10/17/17
07:24
Hot Stocks
Breaking Hot Stocks news story on Impax »

Impax trading halted,…

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  • 09

    Nov

ANDV

Andeavor

$103.82

-1.55 (-1.47%)

07:24
10/17/17
10/17
07:24
10/17/17
07:24
Recommendations
Andeavor analyst commentary  »

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TCMD

Tactile Systems

$30.87

-1.05 (-3.29%)

07:23
10/17/17
10/17
07:23
10/17/17
07:23
Initiation
Tactile Systems initiated  »

Tactile Systems initiated…

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  • 07

    Nov

AGN

Allergan

07:22
10/17/17
10/17
07:22
10/17/17
07:22
Recommendations
Allergan analyst commentary  »

Allergan court ruling on…

03/08/13
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  • 20

    Oct

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    Nov

GRPN

Groupon

$4.70

0.07 (1.51%)

07:22
10/17/17
10/17
07:22
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07:22
Initiation
Groupon initiated  »

Groupon initiated with a…

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  • 01

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FANG

Diamondback Energy

$102.60

1.23 (1.21%)

07:21
10/17/17
10/17
07:21
10/17/17
07:21
Recommendations
Diamondback Energy analyst commentary  »

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  • 07

    Nov

UNFI

United Natural Foods

$40.57

0.09 (0.22%)

, AMZN

Amazon.com

$1,006.34

3.4 (0.34%)

07:21
10/17/17
10/17
07:21
10/17/17
07:21
Downgrade
United Natural Foods, Amazon.com rating change  »

United Natural Foods…

UNFI

United Natural Foods

$40.57

0.09 (0.22%)

AMZN

Amazon.com

$1,006.34

3.4 (0.34%)

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  • 17

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    Oct

07:19
10/17/17
10/17
07:19
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07:19
General news
Futures flat following yesterday's advance »

Stock futures are flat…

GM

General Motors

$45.76

-0.12 (-0.26%)

07:19
10/17/17
10/17
07:19
10/17/17
07:19
Periodicals
GM to test self-driving cars in NYC early next year, WSJ reports »

General Motors will…

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  • 24

    Oct

WIT

Wipro

$5.46

-0.09 (-1.62%)

07:17
10/17/17
10/17
07:17
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07:17
Earnings
Breaking Earnings news story on Wipro »

Wipro sees Q3 IT…

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WIT

Wipro

$5.46

-0.09 (-1.62%)

07:17
10/17/17
10/17
07:17
10/17/17
07:17
Earnings
Wipro reports Q2 revenue $2.1B, consensus $2.13B »

Reports Q2 net income…

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NFLX

Netflix

$202.68

3.19 (1.60%)

07:16
10/17/17
10/17
07:16
10/17/17
07:16
Recommendations
Netflix analyst commentary  »

Netflix price target…

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  • 22

    Oct

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