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INTC

Intel

$44.39

1.25 (2.90%)

19:24
01/17/18
01/17
19:24
01/17/18
19:24

Intel says issued firmware updates for 90% of CPUs in past vie years

Intel said it has made made further progress to address the exploits known as "Spectre" and "Meltdown." "We have now issued firmware updates for 90 percent of Intel CPUs introduced in the past five years, but we have more work to do," Intel's Navin Shenoy said. "As I noted in my blog post last week, while the firmware updates are effective at mitigating exposure to the security issues, customers have reported more frequent reboots on firmware updated systems. As part of this, we have determined that similar behavior occurs on other products in some configurations, including Ivy Bridge-, Sandy Bridge-, Skylake-, and Kaby Lake-based platforms. We have reproduced these issues internally and are making progress toward identifying the root cause. In parallel, we will be providing beta microcode to vendors for validation by next week." Navoy added that testing results on the data center side show performance impact that ranges depending on specific workloads and configurations. Generally speaking, the workloads that incorporate a larger number of user/kernel privilege changes and spend a significant amount of time in privileged mode will be more adversely impacted. Reference Link

  • 17

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    Jan

INTC Intel
$44.39

1.25 (2.90%)

01/05/18
RHCO
01/05/18
NO CHANGE
Target $43
RHCO
Hold
Intel security vulnerability 'brings the stock to earth', says SunTrust
SunTrust analyst William Stein keeps his Hold rating and $43 price target on Intel (INTC) in the wake of its security flaw disclosure. Stein says the rally in the stock since Q3 report was overdone to the upside, adding that the latest downside reaction, though likely overdone, puts the price around appropriate valuation. The analyst contends that consumers may favor alternative providers for parallel workload acceleration over Intel's solutions, adding that its latest issues strengthen his view on NVIDIA (NVDA).
01/11/18
NEED
01/11/18
NO CHANGE
Target $76
NEED
Buy
Report caused confusion about Micron, Intel 3D NAND pact, says Needham
Following a media report about Micron (MU) and Intel (INTC) parting ways in the co-development of 3D NAND, Needham analyst Rajvindra Gill spoke with Micron CFO Ernie Maddok at CES. Gill believes the report caused some confusion and he said the only change to their NAND agreement is that the two companies will go their separate ways in the development of fourth generation 3D NAND IP. Micron management's view is this is a "no-brainer," as being able to develop unique IP should allow the company to broaden its addressable market by 2021, said Gill, who added that the current pact is very strict on the usage of the co-developed IP and he sees no risk of Intel licensing to Chinese manufacturers. The analyst, who also believes current NAND pricing decline concerns are overblown, keeps a Buy rating and $76 price target on Micron shares.
01/12/18
MACQ
01/12/18
NO CHANGE
Target $51
MACQ
Outperform
Intel pullback an 'excellent opportunity,' says Macquarie
Macquarie analyst Srini Pajjuri continues to believe the impact from Meltdown/Spectre security issue to near-term financials is small. In fact, the analyst believes a slightly faster replacement of older PCs/servers is more likely than any share losses and/or delayed customer purchases. Pajjuri said ODMs and server component vendors are not seeing any delays/changes to customer buying patterns due to the Security issue. Further, there are also no indications of any price cuts, although he wouldn't be surprised to see Intel offer some concessions as a goodwill gesture down the road. The analyst said the pullback in Intel shares is an "excellent opportunity' to accumulate shares and reiterates an Outperform rating and $51 price target.
01/16/18
MZHO
01/16/18
NO CHANGE
Target $50
MZHO
Buy
Micron pullback a buying opportunity, says Mizuho
Mizuho sees the pullback in Micron (MU) shares as a buying opportunity as it believes DRAM and NAND pricing remains stable, while stronger memory pricing and tight inventory commentary from PC ODMs are also positive for the company. While Micron and Intel (INTC) announced they would part ways at Gen4 3D-NAND, the firm considers it unlikely the latter would share crucial DRAM/NAND manufacturing technology with Tsinghua. Mizuho reiterates a Buy rating and $50 price target on Micron's shares.

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EQH

AXA Equitable

$20.94

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18:06
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BAESY

BAE Systems

$0.00

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18:06
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Periodicals
USMC awards BAE contract to deliver new amphibious vehicles, Reuters says »

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ATN International

$55.30

0.57 (1.04%)

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Walgreens Boots Alliance

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0.47 (0.73%)

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General Electric

$12.96

-0.24 (-1.82%)

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HPE

HP Enterprise

$15.90

-0.02 (-0.13%)

18:01
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18:01
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HP Enterprise to invest $4B in Intelligent Edge technologies »

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SBUX

Starbucks

$57.43

0.22 (0.38%)

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Nestle

$0.00

(0.00%)

17:59
06/19/18
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17:59
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17:59
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Starbucks slips after announcing more store closures, cutting Q3 SSS view »

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BX

Blackstone

$32.72

-0.31 (-0.94%)

, GS

Goldman Sachs

$228.20

-3.185 (-1.38%)

17:56
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17:56
Hot Stocks
Blackstone to acquire PSAV »

PSAV announced that it…

BX

Blackstone

$32.72

-0.31 (-0.94%)

GS

Goldman Sachs

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SBUX

Starbucks

$57.43

0.22 (0.38%)

17:42
06/19/18
06/19
17:42
06/19/18
17:42
Recommendations
Starbucks analyst commentary  »

Starbucks has no…

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ORCL

Oracle

$46.29

-0.25 (-0.54%)

17:36
06/19/18
06/19
17:36
06/19/18
17:36
Hot Stocks
Breaking Hot Stocks news story on Oracle »

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  • 19

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ORCL

Oracle

$46.29

-0.25 (-0.54%)

17:32
06/19/18
06/19
17:32
06/19/18
17:32
Earnings
Oracle sees Q1 adjusted EPS 67c-69c in USD, consensus 72c »

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WBA

Walgreens Boots Alliance

$64.61

0.47 (0.73%)

, GE

General Electric

$12.96

-0.24 (-1.82%)

17:32
06/19/18
06/19
17:32
06/19/18
17:32
Hot Stocks
Walgreens Boots Alliance to replace General Electric in DJIA »

Walgreens Boots Alliance…

WBA

Walgreens Boots Alliance

$64.61

0.47 (0.73%)

GE

General Electric

$12.96

-0.24 (-1.82%)

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  • 28

    Jun

BA

Boeing

$341.10

-13.69 (-3.86%)

, FDX

FedEx

$258.35

-5.295 (-2.01%)

17:32
06/19/18
06/19
17:32
06/19/18
17:32
Hot Stocks
Boeing announces FedEx order valued at $6.6B for 24 medium and large freighters »

Boeing (BA) and FedEx…

BA

Boeing

$341.10

-13.69 (-3.86%)

FDX

FedEx

$258.35

-5.295 (-2.01%)

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WBA

Walgreens Boots Alliance

$64.61

0.47 (0.73%)

17:31
06/19/18
06/19
17:31
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17:31
Hot Stocks
Breaking Hot Stocks news story on Walgreens Boots Alliance »

Walgreens jumps 4% to…

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  • 28

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ORCL

Oracle

$46.29

-0.25 (-0.54%)

17:29
06/19/18
06/19
17:29
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17:29
Hot Stocks
Breaking Hot Stocks news story on Oracle »

Oracle CEO Catz says…

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  • 19

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GE

General Electric

$12.96

-0.24 (-1.82%)

17:26
06/19/18
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17:26
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17:26
Hot Stocks
Breaking Hot Stocks news story on General Electric »

GE drops 21c to $12.74…

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BPOP

Popular

$46.64

0.19 (0.41%)

17:26
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17:26
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17:26
Syndicate
Breaking Syndicate news story on Popular »

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SRAX

Social Reality

$4.66

0.2 (4.48%)

17:25
06/19/18
06/19
17:25
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17:25
Syndicate
Breaking Syndicate news story on Social Reality »

Social Reality files to…

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17:25
06/19/18
06/19
17:25
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17:25
Conference/Events
Stephens restaurants analyst to hold a dinner meeting »

Restaurant Analyst…

SBUX

Starbucks

$57.43

0.22 (0.38%)

17:23
06/19/18
06/19
17:23
06/19/18
17:23
Hot Stocks
Breaking Hot Stocks news story on Starbucks »

Starbucks says June comp…

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ORCL

Oracle

$46.29

-0.25 (-0.54%)

17:23
06/19/18
06/19
17:23
06/19/18
17:23
Earnings
Breaking Earnings news story on Oracle »

Oracle sees FY19 revenue…

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  • 19

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VALE

Vale

$12.97

-0.21 (-1.59%)

17:23
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06/19
17:23
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17:23
Syndicate
Breaking Syndicate news story on Vale »

Vale files automatic…

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WBA

Walgreens Boots Alliance

$64.61

0.47 (0.73%)

, GE

General Electric

$12.96

-0.24 (-1.82%)

17:21
06/19/18
06/19
17:21
06/19/18
17:21
Hot Stocks
Breaking Hot Stocks news story on Walgreens Boots Alliance, General Electric »

Walgreens Boots Alliance…

WBA

Walgreens Boots Alliance

$64.61

0.47 (0.73%)

GE

General Electric

$12.96

-0.24 (-1.82%)

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  • 28

    Jun

RMTI

Rockwell Medical

$5.47

0.07 (1.30%)

17:20
06/19/18
06/19
17:20
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17:20
Hot Stocks
Rockwell Medical parties to engage in mediation June 19 »

On June 13, the Circuit…

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ORCL

Oracle

$46.29

-0.25 (-0.54%)

17:18
06/19/18
06/19
17:18
06/19/18
17:18
Hot Stocks
Oracle sees FY19 CapEx 'similar' to FY18 »

Sees FY19 tax rate…

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  • 19

    Jun

SBUX

Starbucks

$57.43

0.22 (0.38%)

17:16
06/19/18
06/19
17:16
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17:16
Hot Stocks
Breaking Hot Stocks news story on Starbucks »

Starbucks sees some EPS…

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