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Fly News Breaks for December 19, 2018
MLNX, NXPI, NVDA, BRCM, AMD
Dec 19, 2018 | 08:37 EDT
Susquehanna analyst Christopher Rolland said he likes secular themes for the semiconductor group in 2019. He prefers themes like A.I. as well as industry M&A targets. The analyst noted handset unit growth is slowing heading into 2019 and there are automotive headwinds, tariffs, and risks to PC shipments, which are causing a shift in interest. Rolland said he considers Mellanox (MLNX) his top takeout candidate in the space, also identifying Lattice Semiconductor (LSCC), Cypress Semiconductor (CY) and ON Semiconductor (ON) "attractive" targets.
News For AMD;BRCM;NVDA;NXPI;MLNX From the Last 2 Days
NVDA
Mar 18, 2024 | 18:11 EDT
Vertiv (VRT) announces it is now a Solution Advisor: Consultant partner in the NVIDIA (NVDA) Partner Network, or NPN, providing wider access to Vertiv's experience and full portfolio of power and cooling solutions. NPN is a global program for technology partners who offer solutions built on or powered by NVIDIA technologies. Among leading software vendors, cloud service providers, solution providers, and system integrators, Vertiv joins the network to offer its expertise in addressing the unique infrastructure challenges presented by accelerated computing. NPN provides access to a range of benefits, including technical support, training, and collaboration opportunities, helping partners deliver innovative solutions to their customers.
NVDA
Mar 18, 2024 | 18:04 EDT
Rockwell Automation (ROK) "announced it is collaborating with NVIDIA (NVDA) to accelerate a next-generation industrial architecture. Manufacturing is a $15-trillion global industry that touches everything humans need to survive and thrive-from clean water to food, life-saving drugs and therapies, sustainable energy, mobility, and more. Rockwell plans to evolve the industry by creating the factory of the future, making it easier for automation customers to digitalize industrial processes. Factories of the future will be characterized by enhanced sensing capabilities with machine vision, accelerated compute capability in control systems, advanced simulations equipped with learning agents, widespread adoption of autonomous mobile robots and generative AI experiences to enhance information retrieval for frontline operators."
NVDA
Mar 18, 2024 | 16:36 EDT
Nvidia (NVDA) announced that TSMC (TSM) and Synopsys (SNPS) are going into production with Nvidia's computational lithography platform to accelerate manufacturing. TSMC and Synopsys, have integrated Nvidia cuLitho with their software, manufacturing processes and systems to speed chip fabrication, and in the future support the latest-generation Nvidia Blackwell architecture GPUs. Nvidia also introduced new generative AI algorithms that enhance cuLitho, a library for GPU-accelerated computational lithography, improving the semiconductor manufacturing process over current CPU-based methods.
NVDA
Mar 18, 2024 | 16:34 EDT
Nvidia announced that the Nvidia Blackwell platform has arrived - enabling organizations everywhere to build and run real-time generative AI on trillion-parameter large language models at up to 25x less cost and energy consumption than its predecessor. The Blackwell GPU architecture features six technologies for accelerated computing, which will help unlock breakthroughs in data processing, engineering simulation, electronic design automation, computer-aided drug design, quantum computing and generative AI. Among the many organizations expected to adopt Blackwell are Amazon Web Services, Dell Technologies, Google, Meta, Microsoft, OpenAI, Oracle, Tesla and xAI.
NVDA
Mar 18, 2024 | 16:23 EDT
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.  1... To see the rest of the story go to thefly.com. See Story Here
AMD
Mar 18, 2024 | 15:06 EDT
Welcome to "Fly Insider," The Fly's weekly recap of notable insider stock transactions. NOTABLE INSIDER PURCHASES:... To see the rest of the story go to thefly.com. See Story Here
NVDA
Mar 18, 2024 | 12:05 EDT
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.   1... To see the rest of the story go to thefly.com. See Story Here
NVDA
Mar 18, 2024 | 09:55 EDT
Notable gainers among liquid option names this morning include Alphabet Class A (GOOGL) $150.68 +9.50, Alphabet (GOOG) $151.47 +9.31, CoStar Group (CSGP) $99.90 +4.72, NVIDIA (NVDA) $915.52 +37.16, and PepsiCo (PEP) $169.57 +4.91.
NVDA
Mar 18, 2024 | 08:55 EDT
Friday's total option volume of 50.3 million contracts resulted in net open interest growth of 6.25 million calls and 5.00 million puts. Tesla (TSLA), Apple (AAPL), NVIDIA (NVDA) and Palantir Technologies (PLTR) saw the greatest growth. Top five new positions opened include 50k Apple (AAPL) Aug-24 195 calls, 49k Pfizer (PFE) 3/22 weekly 27 calls, 37k Tesla (TSLA) 3/22 weekly 170 calls, 30k Alphabet Class A (GOOGL) 3/22 weekly 147 calls and 24k Petrobras (PBR) Apr-24 14 puts.
NVDA
Mar 18, 2024 | 15:59 EDT
Kicking off the event, Nvidia's (NVDA) CEO Jensen Huang is expected to deliver a keynote at the company's GPU Tech Conference, or GTC, taking place from March 18-21, the first in-person iteration of the meeting since 2019. Calling it the... To see the rest of the story go to thefly.com. See Story Here
NVDA
Mar 18, 2024 | 05:22 EDT
HSBC analyst Frank Lee raised the firm's price target on Nvidia to $1,050 from $880 and keeps a Buy rating on the shares. The analyst is encouraged by Nvidia's artificial intelligence product roadmap which focuses on moving beyond GPUs and towards owning the entire value chain. This will take shape next year given the comapny's GB200 AI platform will incorporate both Grace Hopper CPU and B200 AI GPU, implying Nvidia is using its own in-house CPUs for the first time, the analyst tells investors in a research note. HSBC believes this will enable Nvidia to capture further significant pricing power.