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AMZN

Amazon.com

$1,193.60

-2.23 (-0.19%)

, EXPE

Expedia

$125.68

-1 (-0.79%)

09:07
11/29/17
11/29
09:07
11/29/17
09:07

Expedia standardizes AWS machine learning tech across brands

Amazon Web Services (AMZN) announced that Expedia has gone all-in on AWS and is standardizing on AWS machine learning technologies to enhance travelers' booking experiences across its brands, including Expedia.com, Hotels.com, Expedia Affiliate Network, HomeAway, Egencia, and others. As part of a corporate-wide initiative to focus its engineering teams on innovation rather than hardware procurement and datacenter management, Expedia continues to move its 20 years' worth of core-business workloads, digital properties, mobile applications, and legacy platforms largely from owned datacenters to AWS and will migrate several databases from Microsoft (MSFT) SQL Server and Oracle to Amazon Aurora as part of that process. The travel industry giant chose AWS for its highly scalable infrastructure, unmatched breadth of cloud services, and proven operational expertise. In 2013, Expedia started leveraging AWS to speed up various large-scale projects, a move that set the stage for its future marketing agreements and, eventually, acquisitions. Expedia could not have integrated and completed one of its first acquisitions in just 91 working days without leveraging AWS for capacity and traffic management. In the last couple of years, Expedia accelerated its cloud migration efforts to move the vast majority of its workloads to AWS. Expedia used AWS's industry-leading services to build a scalable platform for faster application deployment and has been able to launch more than 4,000 cloud applications with a release velocity of 2,000 deployments a day, on average. In addition, the data science teams for Expedia Worldwide Engineering and Hotels.com are using AWS machine learning services to deploy a variety of modules that add intelligent capabilities to processes such as bidding on search engine marketing, providing post-booking recommendations to travelers, and matching great hotels with great prices for each booked trip.

AMZN

Amazon.com

$1,193.60

-2.23 (-0.19%)

EXPE

Expedia

$125.68

-1 (-0.79%)

MSFT

Microsoft

$84.88

1.01 (1.20%)

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    Nov

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    Mar

AMZN Amazon.com
$1,193.60

-2.23 (-0.19%)

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.
11/29/17
KEYB
11/29/17
NO CHANGE
KEYB
Strong attendance at Amazon conference reinforces AWS leading position, says KeyBanc
KeyBanc analyst Brent Bracelin notes that Amazon (AMZN) kicked off its flagship cloud user conference with a Partner Summit highlighted by further enterprise integration with VMware (VMW). The analyst expects news flow to pick up materially into the keynotes on Wednesday and Thursday mornings, and says that the strong attendance reinforces AWS market leading position as the largest cloud platform in IaaS/PaaS.
11/29/17
WEDB
11/29/17
NO CHANGE
Target $32
WEDB
Underperform
Amazon allows deeper TV discounting at Best Buy, says Wedbush
Wedbush analyst Michael Pachter notes that online checks suggest that Best Buy (BBY) undercut Amazon (AMZN) on TV pricing throughout the Thanksgiving Holiday period, with deals continuing at Best Buy after Cyber Monday, while Amazon surprised him by raising prices. Additionally, the analyst believes Best Buy's Q4 comps guidance is more realistic, due to "Amazon's mercy." He reiterates an Underperform rating and $32 price target on Best Buy's shares.
11/29/17
RBCM
11/29/17
UPGRADE
Target $96
RBCM
Sector Perform
Wal-Mart upgraded to Sector Perform at RBC Capital on investment prospects
As reported earlier, RBC Capital analyst Scot Ciccarelli upgraded Wal-Mart (WMT) to Sector Perform from Underperform and raised his price target to $96 from $92. Ciccarelli says the company's earnings growth will remain suppressed by a multi-year investment cycle, but it will ultimately come out as a "true competitor" to Amazon (AMZN). The analyst says the rating change is specifically driven by recognition of Wal-Mart's progress in upgrading its store environment and labor model as well as the vast improvements made in its e-commerce capabilities which helped generate 13 consecutive quarters of positive comps and 12 quarters of positive traffic.
EXPE Expedia
$125.68

-1 (-0.79%)

10/27/17
10/27/17
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. Tesla (TSLA) downgraded to In Line from Outperform at Evercore ISI with analyst George Galliers citing a more cautious view on Model 3 production. 2. Expedia (EXPE) downgraded to Neutral from Buy at BofA/Merrill with analyst Justin Post saying the core OTA business appears to be on a lower growth trajectory, with not quick fixes, and believes concerns on room night growth and increased marketing spend will be headwinds. 3. Aetna (AET) downgraded to Neutral from Overweight at Cantor Fitzgerald with analyst Steven Halper saying while it is impossible to determine if a takeover by CVS Health (CVS) will occur and at what price, based on fundamentals, the shares are now fairly valued. 4. Dunkin' Brands (DNKN) downgraded to Underperform from Neutral at Mizuho. 5. J.C. Penney (JCP) downgraded to Neutral from Overweight at Atlantic Equities. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/30/17
SBSH
10/30/17
NO CHANGE
Target $170
SBSH
Buy
Expedia selloff Friday a buying opportunity, says Citi
Citi analyst Mark May views the 16% selloff in Expedia shares Friday as a buying opportunity for long-term investors. The analyst sees an attractive valuation entry point given "conservative" expectations with estimates coming down and a "solid long-term growth backdrop." He keeps a Buy rating on Expedia with a $170 price target.
11/06/17
FBNS
11/06/17
DOWNGRADE
FBNS
Sector Perform
Liberty Expedia downgraded to Sector Perform on valuation at FBN Securities
FBN Securities analyst Robert Routh downgraded Liberty Expedia Holdings (LEXEA) to Sector Perform from Outperform citing the small spread between the stock's weighted average price and his estimate of fair value. The analyst believes the stock should continue to move with Expedia (EXPE). He has a $47.31 fair value estimate for the shares.
11/07/17
PIPR
11/07/17
NO CHANGE
Target $2000
PIPR
Overweight
Priceline price target lowered to $2,000 from $2,150 at Piper Jaffray
Piper Jaffray analyst Michael Olson lowered his price target for Priceline (PCLN to $2,000 following the company's Q3 results and maintains an Overweight rating on the shares. Priceline, like closest competitor Expedia (EXPE), has entered a period of increased spend, combined with a shift in customer acquisition strategy towards more direct traffic flow, Olson tells investors in a post-earnings research note. He thinks the transition is unlikely to be quick and could extend well into 2018. The analyst, however, believes Priceline is implementing "prudent changes for the long-term trajectory of the business."
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.

TODAY'S FREE FLY STORIES

SEMG

SemGroup

$27.35

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IYT

iShares Transportation Average

$187.87

0.54 (0.29%)

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XLK

Technology Select Sector SPDR

$64.15

0.02 (0.03%)

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XLE

Energy Select Sector SPDR

$69.49

-0.1 (-0.14%)

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XLY

Consumer Discretionary Sector SPDR

$97.58

0.08 (0.08%)

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TEVA

Teva

$15.70

-0.82 (-4.96%)

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FB

Facebook

$178.30

1.34 (0.76%)

, GOOG

Alphabet

$1,040.61

0.13 (0.01%)

08:19
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08:19
Periodicals
MP criticizes Facebook after claims Russia spent just $1 on brexit ads, BI says »

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FB

Facebook

$178.30

1.34 (0.76%)

GOOG

Alphabet

$1,040.61

0.13 (0.01%)

GOOGL

Alphabet Class A

$1,051.39

2.62 (0.25%)

TWTR

Twitter

$21.66

0.01 (0.05%)

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XLB

S&P Select Materials SPDR

$59.68

0.16 (0.27%)

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DIOD

Diodes

$27.25

-0.32 (-1.16%)

08:19
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XLU

Utilities SPDR

$55.40

0.15 (0.27%)

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DIS

Disney

$107.61

0.18 (0.17%)

, FOX

21st Century Fox

$32.34

-1.26 (-3.75%)

08:19
12/14/17
12/14
08:19
12/14/17
08:19
Periodicals
Disney to pay $2.5B break up fee if 21st Century Fox deal stopped by regulators 

Reported by CNBC.

DIS

Disney

$107.61

0.18 (0.17%)

FOX

21st Century Fox

$32.34

-1.26 (-3.75%)

FOXA

21st Century Fox

$32.75

-1.35 (-3.96%)

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XLP

Consumer Staples Sector SPDR

$56.91

0.32 (0.57%)

08:19
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12/14
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XLV

Health Care Select Sector SPDR

$83.98

0.29 (0.35%)

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IWM

iShares Trust Russell 2000 Index Fund

$151.78

0.9 (0.60%)

08:18
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DIA

Diamonds Fund ETF

$246.30

0.86 (0.35%)

08:18
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VMC

Vulcan Materials

$123.11

1.6 (1.32%)

08:17
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SPY

SPDR S&P 500 ETF Trust

$266.75

-0.03 (-0.01%)

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DIS

Disney

$107.61

0.18 (0.17%)

, FOX

21st Century Fox

$32.34

-1.26 (-3.75%)

08:17
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Hot Stocks
Breaking Hot Stocks news story on Disney, 21st Century Fox, 21st Century Fox »

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DIS

Disney

$107.61

0.18 (0.17%)

FOX

21st Century Fox

$32.34

-1.26 (-3.75%)

FOXA

21st Century Fox

$32.75

-1.35 (-3.96%)

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LUV

Southwest

$63.14

-0.29 (-0.46%)

08:17
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XLF

Financial Select Sector

$27.87

-0.35 (-1.24%)

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CAG

Conagra Brands

$37.34

-0.21 (-0.56%)

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Pinnacle Foods

$56.21

-0.49 (-0.86%)

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CAG

Conagra Brands

$37.34

-0.21 (-0.56%)

PF

Pinnacle Foods

$56.21

-0.49 (-0.86%)

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SMH

Market Vectors Semiconductor

$97.69

0.06 (0.06%)

08:17
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QQQ

PowerShares QQQ Trust

$155.99

0.3 (0.19%)

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TOCA

Tocagen

$11.00

0.23 (2.14%)

, NBI

Nasdaq Biotechnology Index

$3,353.28

31.77279 (0.96%)

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Tocagen added to Nasdaq Biotechnology Index »

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Tocagen

$11.00

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Nasdaq Biotechnology Index

$3,353.28

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Nasdaq Composite

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