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AMD

AMD

$16.15

-0.045 (-0.28%)

15:04
07/25/18
07/25
15:04
07/25/18
15:04

AMD options imply 15.1% move in share price post-earnings, above median historical move

Pre-earnings options volume in AMD is 2.3x normal with calls leading puts 3:2. Implied volatility suggests the market is anticipating a move near 15.1%, or $2.42, after results are released. Median move over the past eight quarters is 12.7%.

  • 25

    Jul

AMD AMD
$16.15

-0.045 (-0.28%)

07/23/18
MSCO
07/23/18
NO CHANGE
MSCO
Tariff uncertainty a potential risk to semiconductor demand, says Morgan Stanley
Morgan Stanley analyst Joseph Moore said the firm's quarterly survey of distributors leads him to expect "solid" Q2 results and Q3 guidance from broad-based semiconductor companies this earnings season as demand remains strong. However, the present tariff related uncertainty present a risk for a "demand shock" that could lead to an inventory unwind in the semi supply chain, Moore warns investors. He thinks the potential of further semi stock outperformance is limited at this stage of the cycle, while "even the slightest whiff on the demand front" could lead to a significant decline in stocks, he tells investors. Moore added that he favors companies with more defensive characteristics, such as Analog Devices (ADI), over those with more commodity exposure and lower margins, like Cypress Semiconductor (CY). Other publicly traded companies in the semiconductors space include Micron (MU), AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN). Shares of Micron are down 2.5% in pre-market trading to $53.65.
07/18/18
SBSH
07/18/18
NO CHANGE
Target $300
SBSH
Buy
Nvidia can selloff near-term on graphics commentary, says Citi
Citi analyst Atif Malik says his recent supply chain checks indicate discrete graphics gaming demand is expected to remain sluggish thru the September quarter due to a "sharp decline" in mining related demand on falling cryptocurrency prices, channel distributors and partners waiting for Nvidia's (NVDA) new Turing gaming card launch in the October quarter, and weak gaming console sales at Microsoft (MSFT) offset by the Nintendo (NTDOY) Switch. The analyst lowered his July and October quarter estimates for Nvidia to bring them in-line with consensus. He thinks the stock can selloff in the near-term on weaker than expected graphics commentary from TSMC (TSM), who reports on July 19, and AMD (AMD), who reports on July 25. Malik, however, keeps a Buy rating on Nvidia with a $300 price target. He believes his long-term thesis on the shares remains intact.
07/17/18
MSCO
07/17/18
NO CHANGE
Target $273
MSCO
Overweight
Negative gaming data for Nvidia largely backward looking, says Morgan Stanley
Morgan Stanley analyst Joseph Moore said he remains positive on Nvidia (NVDA) despite weaker short-term data points in the graphics card market, which have created "significant noise of late." GPU card market weakness is partly reflecting the substantial price increases vendors saw during the cryptocurrency shortage, which should not affect Nvidia's prices, and it is also normal to see channel pullback in front of new product launches, Moore tells investors. He still expects the Turing GPUs to be announced at Gamescom in late August and said spending time with Nvidia management recently has given him confidence. Moore maintains an Overweight rating and $273 price target on Nvidia shares. He adds that he believes AMD (AMD) has gained about 12 points of revenue share in the last 6 quarters, but he foresees a strong rebound in share for Nvidia given its new products and his expectation for no real competitive response from AMD in the next 12 months.
07/13/18
BFIN
07/13/18
NO CHANGE
BFIN
BlueFin says crypto weakness not the only issue for GPU makers
Following an Asian trip to check on semiconductor markets, BlueFin analyst Paul Peterson said his current reads indicate that cryptocurrency market demand remains weak, but this is "not the only thing plaguing the graphics card market." Gamer demand also appears relatively muted, said Peterson, who tells investors in his note that checks indicate GPU card sales dropped by more than 50% in the North America and Europe retail channels. The analyst, who has heard that Nvidia (NVDA) is pressuring retailers to drop their prices, said his work shows graphics card prices have dropped sharply. However, while crypto demand is still weak and overall graphics card sales are sluggish, he thinks data center momentum will be the primary driver for AMD (AMD) and Nvidia stocks in the near-term. Shares of Nvidia are down about 1% to $248.92 in early trading, while AMD has also declined about 1%.

TODAY'S FREE FLY STORIES

17:55
07/15/19
07/15
17:55
07/15/19
17:55
Conference/Events
Stephens business services analyst to hold a group dinner »

Group Dinner Meeting to…

EYEN

Eyenovia

$2.89

0.04 (1.40%)

17:51
07/15/19
07/15
17:51
07/15/19
17:51
Hot Stocks
Eyenovia CEO buys 233.8K shares of common stock »

In a regulatory filing,…

03/08/13
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03/06/13
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03/06/13
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ET

Energy Transfer LP

$14.91

0.09 (0.61%)

17:38
07/15/19
07/15
17:38
07/15/19
17:38
Periodicals
Energy Transfer considering sale of 33% Rover pipeline stake, Bloomberg says »

Energy Transfer (ET) is…

03/08/13
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INNT

Innovate Biopharmaceuticals

$1.12

0.02 (1.82%)

17:37
07/15/19
07/15
17:37
07/15/19
17:37
Hot Stocks
Innovate Biopharmaceuticals gives corporate update, undertakes CEO search effort »

Innovate…

03/08/13
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LAMR

Lamar Advertising

$80.70

-0.31 (-0.38%)

17:36
07/15/19
07/15
17:36
07/15/19
17:36
Hot Stocks
Lamar Advertising to acquire Ashby Street Outdoor Holdings »

Ashby Street Outdoor…

03/08/13
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03/08/13
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  • 07

    Aug

LMT

Lockheed Martin

$367.65

-1.81 (-0.49%)

17:24
07/15/19
07/15
17:24
07/15/19
17:24
Hot Stocks
Lockheed Martin awarded $492.11M Army contract for M142 launchers »

Lockheed Martin was…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 23

    Jul

EGHT

8x8, Inc.

$25.62

-0.24 (-0.93%)

, FIVN

Five9

$48.00

-5.53 (-10.33%)

17:15
07/15/19
07/15
17:15
07/15/19
17:15
Conference/Events
Stephens communications analysts to hold an analyst/industry conference call »

Communications Analysts,…

EGHT

8x8, Inc.

$25.62

-0.24 (-0.93%)

FIVN

Five9

$48.00

-5.53 (-10.33%)

LOGM

LogMeln

$76.57

0.41 (0.54%)

RNG

RingCentral

$123.31

0.34 (0.28%)

WORK

Slack Technologies

$34.78

1.04 (3.08%)

TWLO

Twilio

$145.36

3.185 (2.24%)

VG

Vonage

$12.79

-0.2 (-1.54%)

ZM

Zoom Video

$99.76

6.465 (6.93%)

GOOG

Alphabet

$1,150.39

5.84 (0.51%)

MSFT

Microsoft

$138.94

0.08 (0.06%)

AMZN

Amazon.com

$2,021.00

10.38 (0.52%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 17

    Jul

  • 18

    Jul

  • 25

    Jul

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    Jul

  • 25

    Jul

  • 30

    Jul

  • 31

    Jul

  • 01

    Aug

  • 06

    Aug

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    Aug

  • 08

    Aug

  • 27

    Oct

  • 13

    Nov

WTI

W&T Offshore

$4.83

0.13 (2.77%)

17:08
07/15/19
07/15
17:08
07/15/19
17:08
Hot Stocks
W&T Offshore CEO buys 100K shares of common stock »

In a regulatory filing,…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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SRT

StarTek

$7.10

0.04 (0.57%)

17:08
07/15/19
07/15
17:08
07/15/19
17:08
Syndicate
Breaking Syndicate news story on StarTek »

StarTek files $100M mixed…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 12

    Sep

VTVT

vTv Therapeutics

$1.37

(0.00%)

17:08
07/15/19
07/15
17:08
07/15/19
17:08
Hot Stocks
vTv Therapeutics jumps 20% after saying it will make presentation at AAIC »

vTv Therapeutics…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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JBHT

J.B. Hunt

$92.50

-0.45 (-0.48%)

16:53
07/15/19
07/15
16:53
07/15/19
16:53
Hot Stocks
Breaking Hot Stocks news story on J.B. Hunt »

J.B. Hunt up over 6% at…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 15

    Jul

  • 26

    Aug

  • 13

    Nov

ARW

Arrow Electronics

$68.82

-0.15 (-0.22%)

16:52
07/15/19
07/15
16:52
07/15/19
16:52
Hot Stocks
Breaking Hot Stocks news story on Arrow Electronics »

Arrow Electronics down…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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UBNK

United Financial

$14.02

-0.1 (-0.71%)

16:45
07/15/19
07/15
16:45
07/15/19
16:45
Hot Stocks
Breaking Hot Stocks news story on United Financial »

United Financial trading…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 17

    Jul

TRWH

Twin River Worldwide

$28.90

-0.08 (-0.28%)

16:44
07/15/19
07/15
16:44
07/15/19
16:44
Hot Stocks
Standard General to tender 13M shares from Twin River Worldwide »

Twin River Worldwide…

03/08/13
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03/06/13
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03/06/13
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HQY

HealthEquity

$70.29

-1.38 (-1.93%)

16:44
07/15/19
07/15
16:44
07/15/19
16:44
Hot Stocks
HealthEquity director Robert Selander buys 610K in company shares »

HealthEquity director…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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TSS

TSYS

$133.45

1.26 (0.95%)

, GPN

Global Payments

$165.94

1.69 (1.03%)

16:39
07/15/19
07/15
16:39
07/15/19
16:39
Hot Stocks
Global Payments establishes new credit agreement to support merger with TSYS »

Global Payment (GPN)…

TSS

TSYS

$133.45

1.26 (0.95%)

GPN

Global Payments

$165.94

1.69 (1.03%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 30

    Jul

  • 13

    Nov

ECOR

electroCore

$1.61

0.01 (0.63%)

16:34
07/15/19
07/15
16:34
07/15/19
16:34
Syndicate
electroCore files registration statement on Form S-3 »

electroCore announced…

03/08/13
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03/06/13
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03/06/13
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CFMS

Conformis

$3.40

-0.265 (-7.23%)

16:31
07/15/19
07/15
16:31
07/15/19
16:31
Hot Stocks
Conformis announces alliance with Regent Surgical Health »

Conformis announced a new…

03/08/13
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03/08/13
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03/06/13
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  • 31

    Jul

VIAB

Viacom

$31.72

0.02 (0.06%)

, VIA

Viacom

$36.15

-0.15 (-0.41%)

16:30
07/15/19
07/15
16:30
07/15/19
16:30
Periodicals
CBS and Viacom set August deadline for merger talks, CNBC reports »

According to CNBC's…

VIAB

Viacom

$31.72

0.02 (0.06%)

VIA

Viacom

$36.15

-0.15 (-0.41%)

CBS

CBS

$53.37

0.18 (0.34%)

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

    Aug

  • 08

    Aug

  • 08

    Aug

16:30
07/15/19
07/15
16:30
07/15/19
16:30
Options
Preliminary option volume of 15.2M today »

Preliminary option volume…

C

Citi

$71.73

-0.02 (-0.03%)

, FB

Facebook

$203.93

-0.975 (-0.48%)

16:28
07/15/19
07/15
16:28
07/15/19
16:28
On The Fly
On The Fly: Top stock stories for Monday »

Stocks had a quiet start…

C

Citi

$71.73

-0.02 (-0.03%)

FB

Facebook

$203.93

-0.975 (-0.48%)

GILD

Gilead

$68.08

1.83 (2.76%)

GLPG

Galapagos

$170.75

25.08 (17.22%)

CR

Crane

$83.80

0.62 (0.75%)

CIR

Circor

$36.94

-5.375 (-12.70%)

CPE

Callon Petroleum

$5.38

-1.02 (-15.94%)

CRZO

Carrizo Oil & Gas

$10.71

0.2 (1.90%)

AVRO

Avrobio

$16.42

2.115 (14.79%)

BHVN

Biohaven Pharmaceutical

$45.76

3.33 (7.85%)

SYMC

Symantec

$22.84

-2.72 (-10.64%)

AVGO

Broadcom

$288.36

2.97 (1.04%)

OSTK

Overstock.com

$17.23

-1.76 (-9.27%)

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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  • 15

    Jul

  • 15

    Jul

  • 15

    Jul

  • 15

    Jul

  • 16

    Jul

  • 17

    Jul

  • 17

    Jul

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    Jul

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  • 07

    Aug

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    Aug

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    Aug

  • 09

    Sep

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    Sep

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    Sep

CGIX

Cancer Genetics

$0.17

-0.0059 (-3.35%)

, IDXG

Interpace Diagnostics

$0.70

-0.0071 (-1.01%)

16:27
07/15/19
07/15
16:27
07/15/19
16:27
Hot Stocks
Cancer Genetics sells its Biopharma business »

Cancer Genetics (CGIX)…

CGIX

Cancer Genetics

$0.17

-0.0059 (-3.35%)

IDXG

Interpace Diagnostics

$0.70

-0.0071 (-1.01%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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NUVSF

Nuvista Energy

$0.00

(0.00%)

16:26
07/15/19
07/15
16:26
07/15/19
16:26
Initiation
Nuvista Energy initiated at Credit Suisse »

Nuvista Energy initiated…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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SVRGF

Seven Generations Energy

$0.00

(0.00%)

16:25
07/15/19
07/15
16:25
07/15/19
16:25
Initiation
Seven Generations Energy initiated at Credit Suisse »

Seven Generations Energy…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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PRMRF

Paramount Resources

$0.00

(0.00%)

16:24
07/15/19
07/15
16:24
07/15/19
16:24
Initiation
Paramount Resources initiated at Credit Suisse »

Paramount Resources…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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