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NVDA

Nvidia

$194.66

3.17 (1.66%)

08:22
12/12/17
12/12
08:22
12/12/17
08:22

Palihapitiya talks of shorts in artificial intelligence space

Chamath Palihapitiya of Social Capital says on CNBC that artificial intelligence will never be a single vendor environment in three-to-four years. He talks about Nvidia in regards to short ideas in the space.

  • 09

    Jan

  • 09

    Jan

NVDA Nvidia
$194.66

3.17 (1.66%)

12/11/17
SBSH
12/11/17
NO CHANGE
SBSH
Citi 'getting more nervous' on semiconductors after Asia trip
Following a trip last week to Asia meeting with companies across the technology supply chain, Citi analyst Christopher Danely says he's "getting more nervous" on the semiconductor sector. While demand from the PC end market remains strong, the NAND market remains weak and data points on Apple's (AAPL) iPhone were mixed, Danely tells investors in a research note. The analyst saw signs of an inventory build and believes upside to consensus estimates is declining. He feels momentum is slowing in the semiconductor space. Danely's top pick is Microchip (MCHP) and he's also Buy-rated on Texas Instruments (TXN), Applied Materials (AMAT), Nvidia (NVDA), Skyworks (SWKS), ON Semiconductor (ON) and Micron (MU). The analyst's checks indicate slower than expected iPhone X and 8 demand but stronger iPhone 7 demand. He views this as bad for Skyworks and Qorvo (QRVO) and good for Analog Devices (ADI).
11/17/17
DAIW
11/17/17
UPGRADE
Target $260
DAIW
Buy
Nvidia upgraded to Buy from Outperform at Daiwa
Daiwa analyst Deepak Sitaraman upgraded Nvidia to Buy from Outperform and raised his price target on the shares to $260 from $140.
11/13/17
11/13/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. J.M. Smucker (SJM) upgraded to Positive from Neutral at Susquehanna with analyst Pablo Zuanic saying he believes the rout of food stocks is ebbing and since this company is the worst performing stock in his coverage universe, he chose to play the food trade with it. 2. Delek US (DK) upgraded to Strong Buy from Outperform at Raymond James with analyst Justin Jenkins saying it will benefit from a wider Brent-WTI spread. 3. Nvidia (NVDA) upgraded to Market Perform from Underperform at BMO Capital with analyst Ambrish Srivastava saying the company has demonstrated a "far stronger" data center business than he had forecast and its leverage is greater than anticipated. 4. Praxair (PX) upgraded to Buy from Hold at Argus with analyst Bill Selesky saying the company is well positioned to deliver stronger Earnings Per Share growth thanks to its mix of high-growth businesses driving above-industry-average margins, earnings, and returns on invested capital. 5. TD Ameritrade (AMTD) upgraded to Buy from Hold at Deutsche Bank with analyst Brian Bedell saying trading volumes are improving, trade pricing will hold up better than expected and the Scottrade integration is going very well. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/13/17
BMOC
11/13/17
UPGRADE
Target $200
BMOC
Market Perform
Nvidia upgraded to Market Perform at BMO Capital on strong data center business
As noted earlier, BMO Capital analyst Ambrish Srivastava upgraded Nvidia to Market Perform from Underperform and raised his price target to $200 from $135. Srivastava says the company has demonstrated a "far stronger" data center business than he had forecast and its leverage is greater than anticipated. The analyst adds that his prior negative view was based on anticipated deceleration in the gaming industry, however the business wins at Nintendo and help from the cryptocurrency market allowed Nvidia to achieve higher levels that expected.

TODAY'S FREE FLY STORIES

BIG

Big Lots

$42.76

0.39 (0.92%)

07:19
07/19/18
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Initiation
Big Lots initiated  »

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07:18
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General news
Futures lower as trade war rhetoric, earnings reporting continues »

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LITE

Lumentum

$59.30

-0.05 (-0.08%)

, VIAV

Viavi

$10.39

-0.09 (-0.86%)

07:17
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Recommendations
Lumentum, Viavi, Apple analyst commentary  »

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LITE

Lumentum

$59.30

-0.05 (-0.08%)

VIAV

Viavi

$10.39

-0.09 (-0.86%)

AAPL

Apple

$190.43

-1.12 (-0.58%)

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HNHPF

Hon Hai Precision

$0.00

(0.00%)

07:17
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Periodicals
Foxconn interested in webcast business opportunities, DigiTimes reports »

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AXP

American Express

$102.98

1.84 (1.82%)

07:15
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07/19
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Recommendations
American Express analyst commentary  »

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  • 08

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07:15
07/19/18
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07:15
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General news
FX Update: The Dollar rose for at third consecutive day »

FX Update: The Dollar…

KEY

KeyCorp

$20.30

0.24 (1.20%)

07:14
07/19/18
07/19
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07:14
Hot Stocks
KeyCorp sees FY18 net interest income $3.95B-$4.05B, one rate increase »

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  • 19

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    Oct

LGF

Use LGF.A, LGF.B

$0.00

(0.00%)

, AMZN

Amazon.com

$1,842.36

-1.64 (-0.09%)

07:14
07/19/18
07/19
07:14
07/19/18
07:14
Upgrade
Use LGF.A, LGF.B, Amazon.com, Alphabet Class A rating change  »

Lionsgate upgraded to Buy…

LGF

Use LGF.A, LGF.B

$0.00

(0.00%)

AMZN

Amazon.com

$1,842.36

-1.64 (-0.09%)

GOOGL

Alphabet Class A

$1,212.64

-1.01 (-0.08%)

03/08/13
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  • 23

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TGT

Target

$76.86

-0.385 (-0.50%)

07:11
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07:11
Hot Stocks
Target, Shipt launch same-day delivery in Greater New York Metro »

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PM

Philip Morris

$82.16

-0.17 (-0.21%)

07:11
07/19/18
07/19
07:11
07/19/18
07:11
Earnings
Philip Morris lowers FY18 currency-neutral net revenue growth view to 3%-4% »

PMI revised its 2018…

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  • 19

    Jul

RCI

Rogers Communications

$50.94

0.45 (0.89%)

07:10
07/19/18
07/19
07:10
07/19/18
07:10
Hot Stocks
Rogers Communications reports strong subscriber performance in Wireless in Q2 »

Reports: Service revenue…

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SPX

S&P 500

$0.00

(0.00%)

07:10
07/19/18
07/19
07:10
07/19/18
07:10
Technical Analysis
S&P 500: Pivot points »

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PZG

Paramount Gold Nevada

$1.19

-0.02 (-1.65%)

07:09
07/19/18
07/19
07:09
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07:09
Hot Stocks
Paramount Gold Nevada receives approval for fifth baseline data report »

Paramount Gold Nevada…

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PM

Philip Morris

$82.16

-0.17 (-0.21%)

07:09
07/19/18
07/19
07:09
07/19/18
07:09
Earnings
Philip Morris lowers FY18 EPS view to $5.02-$5.12, consensus $5.15 »

Had seen FY18 EPS of…

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  • 19

    Jul

GDX

Market Vector Gold Miners

$21.88

(0.00%)

07:09
07/19/18
07/19
07:09
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07:09
Technical Analysis
Market Vector Gold Miners: Pivot points, pivot low broken »

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UTX

United Technologies

$131.69

0.98 (0.75%)

, EADSY

Airbus

$0.00

(0.00%)

07:08
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Hot Stocks
CALC orders Pratt & Whitney GTF engines for Airbus A320neo aircraft »

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UTX

United Technologies

$131.69

0.98 (0.75%)

EADSY

Airbus

$0.00

(0.00%)

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  • 24

    Jul

FUL

H.B. Fuller

$55.97

0.58 (1.05%)

07:08
07/19/18
07/19
07:08
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Conference/Events
H.B. Fuller to host analyst and investor day »

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  • 19

    Jul

RCI

Rogers Communications

$50.94

0.45 (0.89%)

07:08
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07/19
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Earnings
Rogers Communications reports Q2 EPS C$1.07, consensus C$1.05 »

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GLD

SPDR Gold Trust

$116.28

-0.005 (-0.00%)

07:08
07/19/18
07/19
07:08
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Technical Analysis
SPDR Gold Trust: Pivot points, pivot low broken »

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POOL

Pool Corp.

$157.49

-0.33 (-0.21%)

07:08
07/19/18
07/19
07:08
07/19/18
07:08
Earnings
Pool Corp. narrows FY18 EPS view to $5.50-$5.70 from $5.45-$5.70 »

Consensus is $5.56. The…

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  • 19

    Jul

IBM

IBM

$144.44

0.98 (0.68%)

07:07
07/19/18
07/19
07:07
07/19/18
07:07
Recommendations
IBM analyst commentary  »

IBM price target lowered…

03/08/13
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  • 06

    Aug

NUGT

Direxion Gold Miners Bull

$23.05

0.02 (0.09%)

07:07
07/19/18
07/19
07:07
07/19/18
07:07
Technical Analysis
Direxion Gold Miners Bull: Pivot points, pivot low broken »

The following are the…

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POOL

Pool Corp.

$157.49

-0.33 (-0.21%)

07:06
07/19/18
07/19
07:06
07/19/18
07:06
Earnings
Pool Corp. reports Q2 EPS $2.80, consensus $2.88 »

Reports Q2 revenue…

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  • 19

    Jul

TRV

Travelers

$130.03

1.26 (0.98%)

07:06
07/19/18
07/19
07:06
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07:06
Hot Stocks
Travelers sees catastrophe losses highest in Q2 »

"Turning to weather…

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  • 19

    Jul

JNUG

Direxion Daily Jr Gld Mnrs Bull 3X Shrs

$13.08

0.18 (1.40%)

07:06
07/19/18
07/19
07:06
07/19/18
07:06
Technical Analysis
Direxion Daily Jr Gld Mnrs Bull 3X Shrs: Pivot points, pivot low broken »

The following are the…

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