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AMD

AMD

$16.12

-0.19 (-1.16%)

, NVDA

Nvidia

$266.45

4.19 (1.60%)

15:43
06/14/18
06/14
15:43
06/14/18
15:43

Graphics card retail ASPs fell in Q2 as crypto demand waned, says Susquehanna

Susquehanna analyst Christopher Rolland released the firm's Q2 "PC-SIGnals" report on semiconductor trends within the PC supply chain, noting that GPU availability has improved dramatically and retail average selling prices were down 18.5% quarter-over-quarter, which he attributes to waning crypto demand for GPUs. Retail prices, while not representative of wholesale GPU ASPs, likely correlate somewhat with end-market demand, Rolland tells investors. He also said that AMD's (AMD) desktop CPU share increased again in Q2, hitting 15.2%, but its laptop CPU share "hit a new low at just 3.2%." The analyst, who called the GPU price info negative for AMD and Nvidia (NVDA), has Neutral ratings on both of those stocks. AMD shares are down 1.5% in late day trading.

AMD

AMD

$16.12

-0.19 (-1.16%)

NVDA

Nvidia

$266.45

4.19 (1.60%)

  • 10

    Jul

  • 12

    Jul

AMD AMD
$16.12

-0.19 (-1.16%)

05/18/18
COWN
05/18/18
INITIATION
Target $18
COWN
Outperform
Cowen starts AMD at Outperform, sees potential for taking share from Intel
As reported previously, Cowen analyst Matthew Ramsay initiated AMD (AMD) with an Outperform rating. The analyst believes the company's 7nm products will gain market share versus Intel's (INTC) 10nm silicon in 2019 /2020. Ramsay has a $18 price target on AMD shares.
05/18/18
05/18/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. MasterCard (MA) initiated with a Neutral at UBS. 2. AMD (AMD) initiated with an Outperform at Cowen while Intel (INTC) was initiated with a Market Perform. 3. Synthetic Biologics (SYN) initiated with a Buy at H.C. Wainwright. 4. Amneal Pharmaceuticals (AMRX) initiated with a Neutral at JPMorgan. 5. Apollo Commercial (ARI) initiated with a Buy at Deutsche Bank. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
06/01/18
STFL
06/01/18
NO CHANGE
Target $17
STFL
Buy
AMD price target raised to $17 from $14 at Stifel
Stifel analyst Kevin Cassidy increased his estimates for AMD following his review of the processor market, stating that the company continuing to meet its product introduction milestones is increasing their customers' confidence in adopting AMD CPUs and GPUs. The analyst, who believes AMD's EPYC server CPU is winning server designs, raised his price target on AMD shares to $17 from $14 and keeps a Buy rating on the stock.
NVDA Nvidia
$266.45

4.19 (1.60%)

05/30/18
RSBL
05/30/18
NO CHANGE
RSBL
Smartphone supply chain may have some upside in Q2, says Rosenblatt
Rosenblatt analyst Jun Zhang believes there may be some upside for the smartphone supply chain during Q2 despite conservative guidance from many component providers given the early ramp of production for a new iPhone from Apple (AAPL) at the beginning of August. He also believes Chinese OEMs recently increased their component orders as previous forecasts were too pessimistic and sell through of new smartphone models is getting slightly better. Publicly traded semiconductor makers include Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN).
06/06/18
MSCO
06/06/18
NO CHANGE
MSCO
Overweight
Nvidia comments on consumer gaming GPU look like a setback, says Morgan Stanley
Morgan Stanley analyst Joseph Moore noted that Nvidia CEO Jensen Huang said it will be "a long time" before the next generation consumer graphics chip for gamers is seen. While the phrase "a long time" is vague and he seeks further color from management, Moore said this appears to be a tactical setback as the product cycle was key to his growth assumptions in the October and January quarters. However, he still sees pent up demand for Pascal gaming products and notes the strong data center ramp is unaffected. Moore keeps an Overweight rating on Nvidia shares.
06/14/18
BOFA
06/14/18
NO CHANGE
BOFA
New Nintendo games could accelerate demand for Nvidia GPUs, says BofA/Merrill
BofA Merrill Lynch analyst Vivek Arya said Nintendo's (NTDOY) unveiling of potentially "platform-defining titles" at the E3 show could drive more sustained demand for the Switch and could accelerate demand for Nvidia (NVDA) GPUs in 2019. Arya also noted that Nvidia's CEO created controversy at Computex last week, but the analyst thinks his comment about next-gen game cards being "a long time away" was misinterpreted. Arya thinks the next-gen Volta/Turing game cards are still on track for release in the second half of 2018, he tells investors.

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
09/18/18
09/18
12:17
09/18/18
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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GD

General Dynamics

$203.42

0.92 (0.45%)

12:17
09/18/18
09/18
12:17
09/18/18
12:17
Hot Stocks
General Dynamics awarded contract by U.S. Air Force for CM-300/350 V2 ATC radios »

General Dynamics Mission…

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$291.38

1.97 (0.68%)

12:16
09/18/18
09/18
12:16
09/18/18
12:16
Technical Analysis
Technical Take: SPDR S&P 500 ETF near session highs at midday »

The SPDR S&P 500 ETF…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$291.38

1.97 (0.68%)

03/08/13
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$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
09/18/18
09/18
12:16
09/18/18
12:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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MU

Micron

$45.74

2.16 (4.96%)

12:09
09/18/18
09/18
12:09
09/18/18
12:09
Technical Analysis
Technical Take: Micron at highs of session on buyback speculation »

RBC Capital issued a note…

03/08/13
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  • 20

    Sep

  • 20

    Sep

SCOR

comScore

$19.68

0.19 (0.97%)

12:09
09/18/18
09/18
12:09
09/18/18
12:09
Hot Stocks
comScore Canada GM Brent Bernie leaving, Bryan Segal assuming role »

comScore announced…

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  • 19

    Sep

  • 20

    Sep

  • 20

    Sep

SPWR

SunPower

$7.26

0.68 (10.33%)

12:08
09/18/18
09/18
12:08
09/18/18
12:08
Periodicals
Breaking Periodicals news story on SunPower »

SunPower CEO:…

03/08/13
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VKTX

Viking Therapeutics

$18.35

7.95 (76.44%)

, MDGL

Madrigal Pharmaceuticals

$199.85

-28.82 (-12.60%)

12:08
09/18/18
09/18
12:08
09/18/18
12:08
Recommendations
Viking Therapeutics, Madrigal Pharmaceuticals analyst commentary  »

Viking NAFLD data beat…

VKTX

Viking Therapeutics

$18.35

7.95 (76.44%)

MDGL

Madrigal Pharmaceuticals

$199.85

-28.82 (-12.60%)

03/08/13
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  • 18

    Sep

  • 01

    Oct

QCOM

Qualcomm

$75.24

1.99 (2.72%)

, AVGO

Broadcom

$239.98

6.88 (2.95%)

12:08
09/18/18
09/18
12:08
09/18/18
12:08
Periodicals
Qualcomm in discussions to add 'at least' two directors to board, Reuters says »

Qualcomm (QCOM) is…

QCOM

Qualcomm

$75.24

1.99 (2.72%)

AVGO

Broadcom

$239.98

6.88 (2.95%)

NXPI

NXP Semiconductors

$91.06

0.91 (1.01%)

AAPL

Apple

$219.48

1.62 (0.74%)

MDLZ

Mondelez

$43.48

-0.24 (-0.55%)

LRCX

Lam Research

$154.85

2.72 (1.79%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 20

    Sep

  • 21

    Sep

  • 24

    Sep

  • 28

    Oct

TECH

Bio-Techne

$197.07

0.27 (0.14%)

12:04
09/18/18
09/18
12:04
09/18/18
12:04
Hot Stocks
Bio-Techne reports publication of data showing additional validation of EPI test »

Bio-Techne announced the…

03/08/13
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03/06/13
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  • 06

    Nov

TSLA

Tesla

$287.07

-7.71 (-2.62%)

12:03
09/18/18
09/18
12:03
09/18/18
12:03
Technical Analysis
Technical Take: Tesla drops sharply on report of DOJ criminal probe »

The shares have spiked…

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  • 20

    Sep

  • 29

    Oct

VKTX

Viking Therapeutics

$18.62

8.22 (79.04%)

, MDGL

Madrigal Pharmaceuticals

$199.75

-28.92 (-12.65%)

12:03
09/18/18
09/18
12:03
09/18/18
12:03
Recommendations
Viking Therapeutics, Madrigal Pharmaceuticals analyst commentary  »

H.C. Wainwright boosts…

VKTX

Viking Therapeutics

$18.62

8.22 (79.04%)

MDGL

Madrigal Pharmaceuticals

$199.75

-28.92 (-12.65%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 18

    Sep

  • 01

    Oct

A

Agilent

$68.76

-0.32 (-0.46%)

12:03
09/18/18
09/18
12:03
09/18/18
12:03
Hot Stocks
Agilent files new complaint against Twist Bioscience regarding stolen documents »

Agilent Technologies…

03/08/13
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  • 25

    Sep

  • 26

    Sep

  • 27

    Sep

SEAS

SeaWorld

$31.13

-0.05 (-0.16%)

12:01
09/18/18
09/18
12:01
09/18/18
12:01
Periodicals
Breaking Periodicals news story on SeaWorld »

SeaWorld sued by SEC for…

03/08/13
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NBEV

New Age Beverages

$2.57

0.26 (11.26%)

12:01
09/18/18
09/18
12:01
09/18/18
12:01
Recommendations
New Age Beverages analyst commentary  »

New Age Beverages to…

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GE

General Electric

$12.61

-0.105 (-0.83%)

12:00
09/18/18
09/18
12:00
09/18/18
12:00
Options
Notable buying in GE short-term puts as shares see relative weakness »

Notable buying in GE…

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  • 25

    Sep

  • 27

    Sep

NEE

NextEra Energy

$173.18

-0.67 (-0.39%)

11:56
09/18/18
09/18
11:56
09/18/18
11:56
Conference/Events
NextEra Energy management to meet with UBS »

Meetings to be held in…

03/08/13
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  • 18

    Sep

  • 19

    Sep

  • 11

    Nov

GIS

General Mills

$44.08

-3.69 (-7.72%)

, KHC

Kraft Heinz

$56.96

-1.39 (-2.38%)

11:56
09/18/18
09/18
11:56
09/18/18
11:56
Hot Stocks
General Mills plunges after reporting North America sales decline »

Shares of General Mills…

GIS

General Mills

$44.08

-3.69 (-7.72%)

KHC

Kraft Heinz

$56.96

-1.39 (-2.38%)

SJM

J.M. Smucker

$110.00

-1.66 (-1.49%)

CPB

Campbell Soup

$39.92

-1.04 (-2.54%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 18

    Sep

  • 20

    Sep

  • 24

    Sep

  • 09

    Oct

  • 28

    Oct

11:55
09/18/18
09/18
11:55
09/18/18
11:55
General news
Treasury's $40 B 4-week bill auction was strong on several counts »

Treasury's $40 B…

11:55
09/18/18
09/18
11:55
09/18/18
11:55
Conference/Events
Stephens retail/hardlines analyst to hold luncheon meeting »

Retail/Hardlines Analyst…

11:55
09/18/18
09/18
11:55
09/18/18
11:55
Conference/Events
Jefferies strategy and tech team to hold a luncheon meeting »

Best Ideas & Strategy…

BABA

Alibaba

$157.03

-1.73 (-1.09%)

11:54
09/18/18
09/18
11:54
09/18/18
11:54
Recommendations
Alibaba analyst commentary  »

SunTrust incrementally…

03/08/13
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  • 18

    Sep

  • 28

    Oct

TSLA

Tesla

$301.59

6.81 (2.31%)

11:50
09/18/18
09/18
11:50
09/18/18
11:50
Hot Stocks
Tesla said to face criminal probe alongside civil inquiry »

Tesla, which is already…

03/08/13
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03/06/13
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  • 20

    Sep

  • 29

    Oct

SGMS

Scientific Games

$26.65

1.775 (7.14%)

11:50
09/18/18
09/18
11:50
09/18/18
11:50
Options
Longer-term call buying in Scientific Games as shares spike off 52-week lows »

Longer-term call buying…

03/08/13
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03/08/13
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03/06/13
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QCOM

Qualcomm

$75.32

2.07 (2.83%)

11:47
09/18/18
09/18
11:47
09/18/18
11:47
Periodicals
Breaking Periodicals news story on Qualcomm »

Qualcomm in discussions…

03/08/13
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