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Fly News Breaks for November 15, 2018
XLNX, MSFT, TTWO, GOOG, GOOGL
Nov 15, 2018 | 08:08 EDT
Morgan Stanley analysts Katy Huberty, Keith Weiss, Brian Nowak, Joe Moore, James Faucette and Brian Essex collaborated on a report addressing technology stocks following the recent market pullback, contending the fact that technology sector concentration remains near all-time highs suggests that its "probably too early" to buy the sector broadly. However, they highlight four stocks - Alphabet (GOOGL), Take-Two Interactive (TTWO), Microsoft (MSFT) and Xilinx (XLNX) - for which they believe the pullback is not fundamentally driven and the companies have strong secular tailwinds. The firm's analyst call these four stocks their "highest conviction" names and maintain Overweight ratings on all four.
News For GOOGL;GOOG;TTWO;MSFT;XLNX From the Last 2 Days
MSFT, GOOGL
Mar 27, 2024 | 15:57 EDT
Welcome to "#SocialStocks," The Fly's weekly recap of Wall Street's reactions to social media stock news. GOVERNMENT SCRUTINY: The Biden... To see the rest of the story go to thefly.com. See Story Here
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
TTWO, 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