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MSFT

Microsoft

$84.88

1.01 (1.20%)

, AMZN

Amazon.com

$1,193.60

-2.23 (-0.19%)

06:07
11/29/17
11/29
06:07
11/29/17
06:07

Microsoft to invest billions to expand campus, NY Times reports

Microsoft (MSFT) is planning to invest billions of dollars to update its existing 500-acre campus in Redmond, Washington, knocking down 12 old buildings to construct 18 taller ones with more open work environments, the New York Times reports. The project, which comes as neighbor Amazon (AMZN) searches for a second headquarters, is expected to take five to seven years and add roughly 2.5M square feet to the campus allowing space for an additional 8,000 employees. Reference Link

MSFT

Microsoft

$84.88

1.01 (1.20%)

AMZN

Amazon.com

$1,193.60

-2.23 (-0.19%)

  • 29

    Nov

  • 29

    Nov

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    Nov

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    Dec

  • 18

    Mar

MSFT Microsoft
$84.88

1.01 (1.20%)

11/15/17
BERN
11/15/17
NO CHANGE
Target $100
BERN
Outperform
Microsoft building for Cloud business larger than most expect, says Bernstein
Bernstein analyst Mark Moerdler notes that Microsoft (MSFT) has a much larger datacenter footprint compared to its peers such as AWS (AMZN) and Google (GOOG;GOOL). Looking at datacenter investment, the analyst thinks Microsoft is building for Cloud business larger than most expect, growth in Azure and Commercial Cloud should continue to remain strong, and given Microsoft Commercial cloud is already at AWS like GM, it should have even better GM as they fill into the built capacity. The analyst reiterates an Outperform rating and $100 price target on Microsoft's shares.
11/24/17
MSCO
11/24/17
NO CHANGE
MSCO
Morgan Stanley says Cerner could be Amazon's 'Trojan horse' into hospitals
Following a report that Cerner (CERN) and Amazon's (AMZN) AWS are in the final stages of partnership negotiations that would see Amazon provide cloud services for Cerner's population health product, HealtheIntent, Morgan Stanley analyst Ricky Goldwasser said a Cerner partnership could be the "Trojan horse" that helps Amazon build hospital relationships to compete against established GPOs and medical distributors. From Cerner's side, the partnership gives them a leg up in population health relative to competitors like Allscripts (MDRX) and athenahealth (ATHN), said Goldwasser, who wonders if this announcement will lead to other cloud /healthcare IT partnerships with the likes of Microsoft (MSFT) and Google (GOOGL).
11/27/17
PIPR
11/27/17
NO CHANGE
Target $100
PIPR
Overweight
Microsoft should be bought on any AWS related weakness, says Piper Jaffray
Piper Jaffray analyst Alex Zukin recommends buying shares of Microsoft (MSFT) on any weakness this week from announcements out of Amazon Web Services (AMZN). The analyst sees increased Azure momentum supporting "durable" double digit top and bottom line long-term growth at Microsoft. He reiterates an Overweight rating on the shares with a $100 price target.
11/27/17
OPCO
11/27/17
NO CHANGE
OPCO
AWS may shift to supporting more hybrid cloud, says Oppenheimer
Oppenheimer analyst Timothy Horan notes that unique value-added services will enable Amazon Web Services (AMZN) to keep its core processing/storage prices relatively stable with expanding margins. Channel conflict is always a major balancing act, and the analyst expects a combination of IT partners and a Kubernetes launch to encourage hybrid cloud adoption for the first time. Horan also thinks AWS may shift to supporting more hybrid cloud, and sees Microsoft (MSFT) as "excellent alternative means" to invest in cloud growth.
AMZN Amazon.com
$1,193.60

-2.23 (-0.19%)

11/27/17
BERN
11/27/17
NO CHANGE
BERN
Apparel brands can use Amazon to their advantage, says Bernstein
Bernstein analyst Jamie Merriman believes that while Amazon is becoming harder for apparel brands to ignore, there is a path where Amazon gains share and apparel brands can use the e-Commerce giant to their advantage. The analyst says brands should fight for two things when selling through Amazon, namely a clean-up of 3P sellers in exchange for a hybrid wholesale and commission model and more control in merchandising. This will help brands better manage discounting perception in the market and will protect brand presentation, he contends.
11/28/17
GSCO
11/28/17
NO CHANGE
Target $1450
GSCO
Conviction Buy
Amazon price target raised to $1,450 ahead of AWS re:Invent at Goldman Sachs
Goldman Sachs analyst Heath Terry previewed Amazon Web Services' annual user conference, AWS re:Invent, saying he expects product announcements on par with last year and sees the potential for further partnership announcements. At its "Midnight Madness" kick-off, the company has already announced Amazon Sumerian, five AWS Elemental Media Services and Amazon ML Solutions Lab, Terry noted. He expects AI and machine learning, IoT services, and "Serverless" to be the most talked about topics at the event, Terry added. He maintains a Buy rating on Amazon, keeps it on the firm's Conviction List and raised his price target on the stock to $1,450 from $1,300.
11/28/17
BERN
11/28/17
NO CHANGE
BERN
Grocery sales on Alibaba, JD.com are nine times Amazon's, says Bernstein
Bernstein analyst Bruno Monteyne notes that absolute grocery sales on Alibaba (BABA) and JD.com (JD) are nine times the grocery sales on Amazon.com (AMZN). China's speed is explained by a lack of legacy, as the country never developed big-box retailing, he adds. Further, Monteyne points out that Alibaba's approach has led to an asset light form of e-grocery, contrasting with the very asset-heavy approach taken by Amazon.
11/28/17
STFL
11/28/17
NO CHANGE
STFL
Atlas Air takeover by Amazon unlikely, says Stifel
Stifel analyst David Ross notes there has been speculation in the market of a takeover of Atlas Air Worldwide (AAWW) by Amazon.com (AMZN). The analyst sees an outright buyout of the company as unlikely. However, Ross sees a "real possibility" of Amazon extending its contract with Atlas beyond the initial order of 20 planes. He reiterates a Buy rating on the shares. Atlas Air shares are up 2% to $56.00 in afternoon trading. The analyst on November 8 upgraded the aircraft services outsourcer to Buy with a $69 price target.

TODAY'S FREE FLY STORIES

FRC

First Republic

$88.54

-0.27 (-0.30%)

05:11
12/15/17
12/15
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12/15/17
05:11
Downgrade
First Republic rating change  »

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TSRO

Tesaro

$83.87

0.84 (1.01%)

05:10
12/15/17
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05:10
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Tesaro announces availability of Zejula in Germany »

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HCM

Hutchison China MediTech

$31.11

0.05 (0.16%)

05:09
12/15/17
12/15
05:09
12/15/17
05:09
Hot Stocks
Hutchison China MediTech initiates fruquintinib U.S. clinical trials »

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LNCE

Snyder's-Lance

$44.42

5.01 (12.71%)

, CPB

Campbell Soup

$48.56

-0.63 (-1.28%)

05:09
12/15/17
12/15
05:09
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05:09
Recommendations
Snyder's-Lance, Campbell Soup analyst commentary  »

Snyder's-Lance worth…

LNCE

Snyder's-Lance

$44.42

5.01 (12.71%)

CPB

Campbell Soup

$48.56

-0.63 (-1.28%)

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CSX

CSX

$57.31

-0.38 (-0.66%)

05:07
12/15/17
12/15
05:07
12/15/17
05:07
Hot Stocks
CSX announces medical leave of CEO, COO James Foote named acting CEO »

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ADBE

Adobe

$175.00

-1.83 (-1.03%)

05:03
12/15/17
12/15
05:03
12/15/17
05:03
Recommendations
Adobe analyst commentary  »

Adobe price target raised…

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ADBE

Adobe

$175.00

-1.83 (-1.03%)

05:00
12/15/17
12/15
05:00
12/15/17
05:00
Recommendations
Adobe analyst commentary  »

Adobe price target raised…

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SON

Sonoco Products

$53.13

-0.6 (-1.12%)

04:59
12/15/17
12/15
04:59
12/15/17
04:59
Upgrade
Sonoco Products rating change  »

Sonoco Products upgraded…

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SEE

Sealed Air

$48.03

-0.22 (-0.46%)

, AVY

Avery Dennison

$114.28

-0.09 (-0.08%)

04:58
12/15/17
12/15
04:58
12/15/17
04:58
Upgrade
Sealed Air, Avery Dennison rating change  »

Sealed Air upgraded to…

SEE

Sealed Air

$48.03

-0.22 (-0.46%)

AVY

Avery Dennison

$114.28

-0.09 (-0.08%)

03/08/13
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HCLP

Hi-Crush Partners

$10.80

-0.1 (-0.92%)

04:55
12/15/17
12/15
04:55
12/15/17
04:55
Initiation
Hi-Crush Partners initiated  »

Hi-Crush Partners…

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MET

MetLife

$52.49

-0.35 (-0.66%)

04:55
12/15/17
12/15
04:55
12/15/17
04:55
Conference/Events
MetLife to hold a conference call »

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04:55
12/15/17
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04:55
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04:55
General news
Industrial Production Capacity Utilization Rate to be reported at 09:15 »

November Industrial…

04:55
12/15/17
12/15
04:55
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04:55
General news
Breaking General news story  »

Week of 12/15…

FOX

21st Century Fox

$34.22

1.88 (5.81%)

, FOXA

21st Century Fox

$34.88

2.13 (6.50%)

04:55
12/15/17
12/15
04:55
12/15/17
04:55
Conference/Events
FBN Securities media analyst to hold an analyst/industry conference call »

Cable, Media &…

FOX

21st Century Fox

$34.22

1.88 (5.81%)

FOXA

21st Century Fox

$34.88

2.13 (6.50%)

DIS

Disney

$110.57

2.96 (2.75%)

03/08/13
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04:55
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04:55
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General news
Industrial Production to be reported at 09:15 »

November Industrial…

ADRNY

Ahold Delhaize

$21.69

-0.14 (-0.64%)

04:55
12/15/17
12/15
04:55
12/15/17
04:55
Conference/Events
Ahold Delhaize management to meet with JPMorgan »

Meeting to be held in…

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  • 15

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BASFY

BASF

$27.57

-0.17 (-0.61%)

04:55
12/15/17
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04:55
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04:55
Conference/Events
BASF management to meet with Jefferies »

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  • 15

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CUTR

Cutera

$47.20

-1.3 (-2.68%)

, TESO

Tesco

$3.70

-0.25 (-6.33%)

04:55
12/15/17
12/15
04:55
12/15/17
04:55
Hot Stocks
Cutera to replace Tesco in S&P 600 at open on 12/15 »

MidCap 400 constituent…

CUTR

Cutera

$47.20

-1.3 (-2.68%)

TESO

Tesco

$3.70

-0.25 (-6.33%)

NBR

Nabors Industries

$5.58

-0.23 (-3.96%)

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  • 15

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RCKZF

Rocket Internet

04:55
12/15/17
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Conference/Events
Rocket Internet management to meet with RBC Capital »

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AGYS

Agilysys

$12.35

0.05 (0.41%)

04:55
12/15/17
12/15
04:55
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04:55
Conference/Events
Agilysys management to meet with Sidoti »

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  • 15

    Dec

PJT

PJT Partners

$44.10

-0.24 (-0.54%)

04:55
12/15/17
12/15
04:55
12/15/17
04:55
Conference/Events
PJT Partners management to meet with Sandler O'Neill »

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  • 15

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12/15/17
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Conference/Events
Jefferies software/cybersecurity analyst holds analyst/industry conference call »

Analyst DiFucci, along…

ROG

Rogers Corporation

$156.57

-1.57 (-0.99%)

04:55
12/15/17
12/15
04:55
12/15/17
04:55
Conference/Events
Rogers Corporation management to meet with Needham »

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  • 15

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JAGX

Jaguar Health

$0.13

0.0068 (5.52%)

04:55
12/15/17
12/15
04:55
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04:55
Conference/Events
Jaguar Health to host special shareholder meeting »

Special shareholder…

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  • 15

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LUV

Southwest

$63.85

0.71 (1.12%)

04:55
12/15/17
12/15
04:55
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04:55
Conference/Events
Southwest management to meet with Morgan Stanley »

Meeting with EVP &…

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