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Fly News Breaks for December 30, 2019
DIS, UBER, MSFT, TSLA, NFLX, AMZN, AAPL, FB, GOOGL, GOOG
Dec 30, 2019 | 07:34 EDT
Heading into 2020, Wedbush analyst Daniel Ives believes there is clear momentum for the tech space/stocks as a number of transformational trends such as 5G, cloud, autonomous, and the streaming content wars will be front and center for the Street. Ives' Top 10 Tech Predictions for 2020 include 2020 as the year of the "5G Super Cycle" and Apple (AAPL) the clear winner, FAANG - Facebook (FB), Apple, Amazon (AMZN), Netflix (NFLX) and Google (GOOG, GOOGL) - regulatory headwinds resulting in fines and "NO business model changes," Tesla (TSLA) finding success in China, Microsoft (MSFT) winning the next stage of the cloud war versus Amazon, the streaming wars resulting in clear winners/losers with Disney (DIS) helping disrupt 10%-plus of Netflix's installed base, 2020 as the year of consolidation in cyber security, Uber (UBER) needing to significantly curtail/possibly shut down Uber Eats, FAANG further expanding into healthcare and banking verticals through both organic as well as acquisitions, AB5 California legislation being a major "gut punch" to the Gig Economy, and Google and its cloud initiative, GCP, to potentially make a major strategic acquisition of a public cloud vendor.
News For GOOG;GOOGL;FB;AAPL;AMZN;NFLX;TSLA;MSFT;UBER;DIS From the Last 2 Days
TSLA
Mar 26, 2024 | 15:52 EDT
After this morning's collapse of the Francis Scott Key Bridge in Maryland closed the Port of Baltimore, JPMorgan economist Michael Feroli noted that the port ranks 17th among U.S. ports in tonnage handled, but ranks first for light vehicle imports and is also an important coal export terminal. However, the firm's initial assessment is that this development will "likely only have minimal implications for vehicle inflation" given that many more vehicles are imported over land from Canada and Mexico and that vessels are already being diverted to other East Coast ports. Publicly traded automakers include Ford (F), General Motors (GM), Honda (HMC), Mercedes-Benz Group (DDAIF), Nissan (NSANY), Stellantis (STLA), Tesla (TSLA), Toyota (TM) and Volkswagen (VWAGY).
MSFT
Mar 26, 2024 | 13:49 EDT
Microsoft Gaming CEO Phil Spencer told Polygon in an interview during the annual Game Developers Conference that he doesn't just want Xbox games on other consoles, but also wants other game retailers, such as Itch.io and the Epic Games Store on Xbox platforms as well. "Consider our history as the Windows company," Spencer said. "Nobody would blink twice if I said, 'Hey, when you're using a PC, you get to decide the type of experience you have... There's real value in that." Reference Link
GOOGL, GOOG
Mar 26, 2024 | 13:46 EDT
Shares of Reddit (RDDT) jumped again in Tuesday trading as they extended their run following the launch of options on the stock the day before. Of note, the... To see the rest of the story go to thefly.com. See Story Here
DIS, AAPL, MSFT
Mar 26, 2024 | 12:26 EDT
"Game On" is The Fly's weekly recap of the stories powering up or beating down video game stocks. NEW RELEASES: While... To see the rest of the story go to thefly.com. See Story Here
TSLA, AMZN, AAPL
Mar 26, 2024 | 12:08 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
TSLA
Mar 26, 2024 | 09:56 EDT
Notable gainers among liquid option names this morning include Seagate (STX) $96.53 +8.33, McCormick (MKC) $75.66 +5.72, Constellation Energy (CEG) $198.70 +11.44, Tesla (TSLA) $182.50 +9.87, and Western Digital (WDC) $68.30 +3.31.
TSLA
Mar 26, 2024 | 08:56 EDT
Monday's total option volume of 35.0 million contracts resulted in net open interest growth of 5.07 million calls and 4.24 million puts. Tesla (TSLA), NVIDIA (NVDA), Micron (MU) and Advanced Micro Devices (AMD) saw the greatest growth. Top five new positions opened include 48k Warner Bros. Discovery (WBD) 5/3 weekly 7 puts, 43k DoorDash (DASH) Jun-24 120 calls, 43k Bumble (BMBL) May-24 9 puts, 29k Tesla (TSLA) 3/28 weekly 170 puts and 25k Tesla (TSLA) 4/26 weekly 150 puts.
NFLX
Mar 26, 2024 | 05:40 EDT
BofA added Spotify (SPOT) to its US 1 List while removing Netflix (NFLX). The list is a collection of the firm's best ideas.