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SSNLF

Samsung

$0.00

(0.00%)

, AMZN

Amazon.com

$1,704.80

6.25 (0.37%)

06:13
06/14/18
06/14
06:13
06/14/18
06:13

Samsung develops Bixby smart speaker wiith camera, mic, display, BGR reports

Samsung (SSNLF) is developing a voice-activated Bixby smart speaker, expected to be out before year-end, that will feature seven microphones, a 360-degree axis, a camera with facial recognition and a built-in touchscreen display, The Boy Genius Report reports, citing a recent patent. The speaker by Samsung, which competes with Amazon's (AMZN) Echo, Google's (GOOG, GOOGL) Home and Apple's (AAPL) HomePod, could also potentially include a media player, internet browser, email, photo album, alarm, LTE, WiFi, Bluetooth, NFC and GPS. Reference Link

SSNLF

Samsung

$0.00

(0.00%)

AMZN

Amazon.com

$1,704.80

6.25 (0.37%)

GOOG

Alphabet

$1,134.39

-4.61 (-0.40%)

GOOGL

Alphabet Class A

$1,144.12

-4.08 (-0.36%)

AAPL

Apple

$190.71

-1.56 (-0.81%)

  • 10

    Sep

  • 28

    Oct

SSNLF Samsung
$0.00

(0.00%)

05/11/18
CHLM
05/11/18
NO CHANGE
CHLM
Immersion results, guidance beat Street estimates, says Craig-Hallum
Craig-Hallum analyst Anthony Stoss reiterated a Buy rating and $17 price target on Immersion following the company's Q1 earnings report, in which the company beat Q1 consensus estimates and raised its FY18 guidance for both revenues and non-GAAP net income. Stoss noted that March cash of ~$139M implies a sizable Apple (AAPL) win, roughly in-line with the analyst's ~$90M estimate for this part of the agreement. Stoss believes that Immersion pushed for a longer term deal with Apple, with this part of the deal representing half of what he sees as a six-year agreement, with another similar payment from Apple coming for the second half of the agreement after three years. Stoss also believes that Samsung (SSNLF) and China each represent an opportunity of similar size to Apple.
05/16/18
KEYB
05/16/18
NO CHANGE
KEYB
Surveys indicate iPhone inventories beginning to trend down, says KeyBanc
KeyBanc analyst John Vinh says his carrier surveys indicate sell-through results were largely in line with lowered expectations. The analyst notes that demand for the Galaxy Samsung (SSNLF) 9 remains "very disappointing" and inventories remain bloated, as pricing and the lack of innovation appear to be culprits. These mixed results leave him slightly more constructive on owning the mobile supply chain stocks into 2H18 given the modest decline in Apple's (AAPL) iPhone inventories. Vinh's favorite mobile names are Broadcom (AVGO), Skyworks (SWKS), and Synaptics (SYNA).
05/29/18
GSCO
05/29/18
NO CHANGE
Target $150
GSCO
Buy
Goldman still constructive on Universal Display shares after conferences
Following last week's SID DisplayWeek and his firm's Technet conference in Hong Kong, Goldman Sachs analyst Brian Lee remains constructive on shares of Universal Display (OLED). The stock is rallying today after Korea's ETNews reported that Apple (AAPL) is planning to use OLED screens in all three of its iPhone models in 2019. Lee, who did not cite Apple in his research note this morning, continues to see an attractive setup into the second half of 2018 for Universal Display. Investor sentiment is "tepid" despite the potential for normalizing materials volume trends at Samsung (SSNLF) starting in Q3, continued strength in TVs, and mid-to-long term upside in blue phosphorescent, Lee wrote in a research note. The analyst reiterated a Buy rating on the shares with a $150 price target.
06/12/18
KEYB
06/12/18
NO CHANGE
KEYB
Apple iPhone inventories normalize, Galaxy S9 continue to disappoint, says KeyBanc
KeyBanc analyst John Vinh says his latest carrier surveys indicate stable sell-through of Apple's (AAPL) iPhone 8/X, and in line with store expectations. Accordingly, days of inventory have normalized at about 5 DOI and are consistent with healthy levels seen in past cycles, he adds. Conversely, the analyst notes that sell-through of the Samsung's (SSNLF) GS9 continues to deteriorate, accompanied by an increase in DOI. However, he notes a significant reduction in absolute inventories. While GS9 gives him pause, stable sell-through, and normalized iPhone 8/X inventories leave him incrementally more constructive ahead of the 2H ramp of the new iPhone 9 cycle. Vihn recommends investors continue to own Broadcom (AVGO), Skyworks (SWKS), and Synaptics (SYNA).
AMZN Amazon.com
$1,704.80

6.25 (0.37%)

06/13/18
MSCO
06/13/18
NO CHANGE
MSCO
Morgan Stanley says AT&T ruling may help narrow public/private media value gap
Morgan Stanley analyst Benjamin Swinburne said the court approval of AT&T's (T) acquisition of Time Warner (TWX) without conditions recognized the reality of new competition in the form of content investments from players such as Netflix (NFLX), Google's (GOOGL) YouTube, Amazon (AMZN), Apple (AAPL) and Facebook (FB). This ruling sends a "clear message to other industry players" and market uncertainty on deal prospects could fall, which could mean that equity values will likely rise accordingly, Swinburne tells investors. He notes there remains a large gap, which may now narrow, between private market valuations and public multiples in many parts of media and cable, pointing to Discovery Inc. (DISCK) as an example illustrating that point.
06/11/18
BARD
06/11/18
NO CHANGE
Target $90
BARD
Outperform
Target price target raised to $90 from $85 at Baird
Baird analyst Peter Benedict raised his price target on Target (TGT) to $90 and kept his Outperfom rating, saying 2018 marks the year of "aggressive scaling" of same-day and next-day fulfillment option that rivals "any retailer in the market", including Amazon (AMZN) and Walmart (WMT). The analyst further contends that given the improving profitability trends, "Target remains a stock to own".
06/08/18
BERN
06/08/18
NO CHANGE
BERN
Bernstein offers list of possible CEOs for Amazon-Berkshire-JPMorgan venture
After Berkshire' (BRK.A) Warren Buffett and JPMorgan's (JPM) Jamie Dimon announced on CNBC that they have selected a CEO for their healthcare joint venture with Amazon (AMZN) and added that they would announce the name in about two weeks, Bernstein analyst Lance Wilkes noted that Geisinger CEO David Feinberg denied accepting the position and said he is committed to Geisinger. The ultimate choice of the CEO will inform on the intended scope of the NewCo and how the companies will prioritize strategic direction and needed capabilities, said Wilkes, who offered a list of potential CEO candidates that includes Gary Loveman, Rick Jelinek, Matt Manders, Patrick Conway, Amir Rubin, Owen Tripp, Chris Grant, Marc Harrison, Andy Slavitt, Todd Park and Peter Orszag.
06/08/18
MSCO
06/08/18
NO CHANGE
MSCO
Alibaba opportunity in China still 'vastly greater' than Amazon's in U.S., says Morgan Stanley
Morgan Stanley analyst Brian Nowak said his previously published comparison of Amazon (AMZN) and Alibaba (BABA) sparked "strong client interest and engagement," and generated some questions around his calculation of Alibaba's China total addressable market. After making some revisions, Nowak lowered his total China TAM estimate for Alibaba to a base case of $6.7T in 2017 from $10.6T prior, and his base case for 2027 of $13.9T from $19.0T. However, even given the revisions, he estimates Alibaba's China TAM is 1.6X-2.5X larger than Amazon's U.S. total addressable market in 2027. However, Alibaba and Amazon have different business models, "so apples-to-apples TAM comparisons are hard to make," Nowak concedes. The firm has Overweight ratings on both stocks.
GOOG Alphabet
$1,134.39

-4.61 (-0.40%)

06/04/18
RHCO
06/04/18
NO CHANGE
Target $2000
RHCO
Buy
'The best has yet to come' for Amazon, says SunTrust, raising PT to $2,000
SunTrust analyst Youssef Squali raised his price target on Amazon.com (AMZN) to $2,000 from $1,900 and maintained a Buy rating on shares, telling investors in a research note that "the best has yet to come" for Amazon. Squali sees more upside in the stock, and says Amazon is "one of our favorite names within our IDM group" with the company expanding into offline distribution, building a private label business at scale and challenging Facebook (FB) and Google (GOOGL) as a major marketing platform. He also contends that private label is one of the highly under appreciated trends within Amazon, which should, over time, give Amazon a strong "unfair" competitive advantage.
06/05/18
ARGS
06/05/18
NO CHANGE
Target $229
ARGS
Buy
Palo Alto Networks price target raised to $229 from $201 at Argus
Argus analyst Joseph Bonner raised his price target for Palo Alto Networks (PANW) to $229 and maintained a Buy rating after the company exceeded its own forecasts and consensus estimates in Q3 and named former Google (GOOGL) Chief Business Officer Nikesh Arora as chairman and CEO. In a research note to investors, Bonner says Palo Alto appears to have moved past recent sales execution issues and that management has recognized and taken advantage of emerging industry trends.
06/13/18
RSBL
06/13/18
NO CHANGE
RSBL
Sell
Applied Optoelectronics could be pressured by Google tightening, says Rosenblatt
Rosenblatt analyst Jun Zhang said checks point to a modest new tightening of capital spending at Alphabet's (GOOG) Google in Q2, which could lead to pressure on Applied Optoelectronics (AAOI). Among suppliers with modest exposure to Alphabet, Zhang currently sees minimal impact to Arista (ANET) and Juniper (JNPR). Zhang keeps a Sell rating on Applied shares.
GOOGL Alphabet Class A
$1,144.12

-4.08 (-0.36%)

06/08/18
OTRG
06/08/18
NO CHANGE
OTRG
Alphabet search remained strong in Q2, says OTR Global
OTR Global's checks indicate Q2 spending growth on Google search remained strong, driven by robust pricing trends and AI adoption. Spending growth through mid-Q2 was in line to slightly ahead of Q1 momentum, helped by higher CPCs, PLA demand, and similar audiences.
AAPL Apple
$190.71

-1.56 (-0.81%)

06/11/18
BFIN
06/11/18
NO CHANGE
BFIN
Rumored Apple iPhone cuts primarily another mix shift, says BlueFin
BlueFin analyst John Donovan contends Apple has "modestly" cut its 2018 model iPhone builds while largely offsetting these cuts with increased builds of the existing models, leading him to lower his 2018 iPhone build estimate by 8M units in aggregate. His research points toward an "extraordinarily sharp ramp" in late August and through September, which not only led him to cut his shipment forecasts for the new iPhone models once again, but adds confidence to his "long-held" position that the LCD model is running 3-4 weeks behind the newer OLED models, Donovan tells investors. The analyst, who now estimates 2018 iPhone builds of 219M and shipments of 221M, said he remains positive on Apple's long-term story, but expects choppiness until September.
06/13/18
RSBL
06/13/18
NO CHANGE
RSBL
Power Integrations could see upside from Apple design win, says Rosenblatt
Rosenblatt analyst Jun Zhang said "recent noise" surrounding Apple (AAPL) cutting iPhone production seems inaccurate and noted that he forecasts year-over-year production growth in the second half of the year. Zhang also noted that he believes Power Integrations (POWI) could benefit from a potential design win for all iPhone and iPad fast charging solutions. In early trading, Power Integrations is up $2.10, or about 3%, to $79 per share.

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$NSD

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EWZ

MSCI Brazil Index

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LTS

Ladenburg Thalmann

$2.79

-0.01 (-0.36%)

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USB

U.S. Bancorp

$54.15

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TLRY

Tilray

$141.50

21.3 (17.72%)

, CRON

Cronos Group

$11.43

1.25 (12.28%)

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CRON

Cronos Group

$11.43

1.25 (12.28%)

KO

Coca-Cola

$46.14

-0.18 (-0.39%)

ACBFF

Aurora Cannabis

$0.00

(0.00%)

CGC

Canopy Growth

$50.36

1.84 (3.79%)

CBIS

Cannabis Science

$0.00

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IIPR

Innovative Industrial Properties

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1.12 (2.61%)

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P

Pandora

$9.70

0.21 (2.21%)

, SPOT

Spotify

$178.02

3.37 (1.93%)

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Pandora

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Spotify

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EDU

New Oriental Education

$67.99

-0.81 (-1.18%)

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WM

Waste Management

$92.35

0.22 (0.24%)

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ATHN

Athenahealth

$134.93

-8.325 (-5.81%)

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ETE

Energy Transfer Equity

$17.38

0.07 (0.40%)

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FB

Facebook

$160.67

0.07 (0.04%)

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DLTR

Dollar Tree

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WMT

Walmart

$94.92

0.09 (0.09%)

, TGT

Target

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APA

Apache

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SUPN

Supernus

$47.80

1.85 (4.03%)

RIG

Transocean

$11.93

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NE

Noble Corp.

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FTNT

Fortinet

$88.88

0.69 (0.78%)

, UAL

United Continental

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-0.89 (-0.99%)

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UAL

United Continental

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WK

Workiva

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DISCA

Discovery

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Apache

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CTSH

Cognizant

$76.97

1.02 (1.34%)

, CASY

Casey's General Stores

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2.48 (1.98%)

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Cognizant

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Casey's General Stores

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OXY

Occidental Petroleum

$79.88

2.26 (2.91%)

VALE

Vale

$13.63

0.275 (2.06%)

TRGP

Targa Resources

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1.85 (3.39%)

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PBR

Petrobras

$11.04

0.115 (1.05%)

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