Breaking News Instant updates and real-time market news.

NVDA

Nvidia

$254.11

2.14 (0.85%)

, TSM

TSMC

$41.07

-0.62 (-1.49%)

08:18
08/07/18
08/07
08:18
08/07/18
08:18

Nvidia price target raised to $324 from $310 at Goldman Sachs

Goldman Sachs analyst Toshiya Hari raised his price target for Nvidia (NVDA) to $324 from $310 ahead of quarterly results. Unlike the past 10 quarters where the company handily beat/raised Street estimates, the analyst expects a noisy quarter with the focal points being the upcoming product transition in Gaming, the current product transition in Datacenter, weakness in cryptocurrency mining and the potential side-effects in the core Gaming GPU business, and potential disruption from the virus attack at TSMC (TSM). That said, Hari notes that his long-term bull thesis on Nvidia remains intact and reiterates a Buy rating on the shares.

NVDA

Nvidia

$254.11

2.14 (0.85%)

TSM

TSMC

$41.07

-0.62 (-1.49%)

  • 07

    Aug

  • 16

    Aug

NVDA Nvidia
$254.11

2.14 (0.85%)

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.
07/27/18
JEFF
07/27/18
NO CHANGE
Target $44
JEFF
Underperform
Intel model 'showing signs of stress' despite beat, says Jefferies
While Intel (INTC) last night "beat and raised handily" for the second quarter in a row, the model is "showing signs of stress," Jefferies analyst Mark Lipacis tells investors in a post-earnings research note. The analyst highlights declining gross margins, free cash flow well below earnings, and Increasing competition from Nvidia (NVDA), AMD (AMD) "and perhaps even its own customers." Delays in Intel's 10nm product ramp and process node transitions may translate to a disadvantage to AMD in servers in the second half of 2019, Lipacis contends. He reiterates an Underperform rating on Intel and bumped up his price target for the shares to $44 from $42.
08/06/18
MSCO
08/06/18
NO CHANGE
MSCO
Boeing, Tesla, Nvidia make Morgan Stanley 'key man risk' list
Morgan Stanley equity strategist Mark Savino noted that about 12% of CEO jobs among S&P 500 companies turned over in 2017, noting that this was the highest level of CEO departures since before the financial crisis. The 59 stocks of S&P 500 companies that had CEOs depart in 2017 underperformed the market by 11% over the next 12 months, or since the departure for instances that were less than 12 months ago, noted Savino. In cooperation with the firm's U.S. analysts, Savino and his team identified the companies in each sector they believe face the greatest level of "key man risk," which includes: Boeing (BA), Tesla (TSLA), ADT Inc. (ADT), Moody's (MCO), TransUnion (TRU), Arista Networks (ANET), Church & Dwight (CHD), Coca-Cola (KO), Monster Beverage (MNST), Coupa Software (COUP), Salesforce (CRM), FireEye (FEYE), MongoDB (MDB), Microsoft (MSFT), New Relic (NEWR), XPO Logistics (XPO), Hilton (HLT), Las Vegas Sands (LVS), Best Buy (BBY), Ulta (ULTA), Aflac (AFL), Athene Holding (ATH), Lincoln National (LNC), Arthur J. Gallagher (AJG), Chubb (CB), Amazon.com (AMZN), Activision Blizzard (ATVI), Facebook (FB), Alphabet (GOOGL), Apple (AAPL), Terex (TEX), Cleveland-Cliffs (CLF), Freeport McMoRan (FCX), FleetCor (FLT), Global Payments (GPN), Square (SQ), Jazz Pharmaceuticals (JAZZ), Cheesecake Factory (CAKE), Broadcom (AVGO), Nvidia (NVDA), Chegg (CHGG), DXC Technology (DXC), Medidata (MDSO), Pluralsight (PS), RealPage (RP), Shopify (SHOP) and T-Mobile (TMUS).
08/06/18
BOFA
08/06/18
NO CHANGE
Target $25
BOFA
Buy
AMD price target raised to $25 from $21 at BofA/Merrill
BofA/Merrill analyst Vivek Arya raised his price target on AMD (AMD) to $25 and kept his Buy rating while also raising his FY19 EPS target to 75c vs. consensus view of 62c. The analyst cites AMD's "generational opportunity" to exploit Intel (INTC) 10nm delays to gain market share data security and cloud servers along with its recent upward revision in server average selling prices, as indicated by Mercury industry data. Arya further notes the company's "discussion with several large cloud customers for its second-gen 7nm Rome server, as well as its 7nm computing graphics card for AI, where it competes against NVidia (NVDA).
TSM TSMC
$41.07

-0.62 (-1.49%)

06/13/18
RBCM
06/13/18
DOWNGRADE
Target $55
RBCM
Sector Perform
Applied Materials downgraded to Sector Perform at RBC Capital on valuation
As reported earlier, RBC Capital analyst Mitch Steves downgraded Applied Materials (AMAT) to Sector Perform from Outperform and lowered his price target to $55 from $64. The analyst notes that while longer term growth in the industry is likely, the stock price movement in the next 12 months will be muted as the company's bull case model is "largely baked in" to the current valuation. Steves says his view further reflects the recent cut to foundry expectations by Taiwan Semi (TSM) and also warns that the performance by the OLED segment could be weaker than anticipated.
07/02/18
SUSQ
07/02/18
UPGRADE
SUSQ
Positive
TSMC upgraded to Positive from Neutral at Susquehanna
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.
07/19/18
NOMU
07/19/18
UPGRADE
NOMU
Buy
TSMC upgraded to Buy from Neutral at Nomura Instinet

TODAY'S FREE FLY STORIES

RHHBY

Roche

$0.00

(0.00%)

, ONCE

Spark Therapeutics

$51.53

0.91 (1.80%)

15:26
02/23/19
02/23
15:26
02/23/19
15:26
Periodicals
Roche near deal to buy Spark Therapeutics for near $5B, WSJ says »

Roche Holding (RHHBY) is…

RHHBY

Roche

$0.00

(0.00%)

ONCE

Spark Therapeutics

$51.53

0.91 (1.80%)

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

See Street Research during your Free Trial

  • 04

    Mar

  • 05

    Mar

  • 11

    Mar

  • 18

    Mar

  • 04

    Apr

  • 19

    Aug

AAPL

Apple

$172.82

1.7 (0.99%)

, SSNLF

Samsung

$0.00

(0.00%)

12:41
02/23/19
02/23
12:41
02/23/19
12:41
Periodicals
Smartphone replacement cycle should help out sector in 2019, Barron's says »

With 3B smartphone…

AAPL

Apple

$172.82

1.7 (0.99%)

SSNLF

Samsung

$0.00

(0.00%)

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

See Street Research during your Free Trial

  • 01

    Mar

  • 01

    Mar

WIN

Windstream

$0.84

-0.1177 (-12.29%)

, UNIT

Uniti Group

$9.40

-0.58 (-5.81%)

12:33
02/23/19
02/23
12:33
02/23/19
12:33
Periodicals
Aurelius' triumph in court threatens Windstream viability, Barron's says »

Aurelius Capital's…

WIN

Windstream

$0.84

-0.1177 (-12.29%)

UNIT

Uniti Group

$9.40

-0.58 (-5.81%)

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

See Street Research during your Free Trial

  • 25

    Feb

  • 28

    Feb

  • 11

    Mar

WCG

WellCare

$276.24

1.74 (0.63%)

12:27
02/23/19
02/23
12:27
02/23/19
12:27
Periodicals
Healthy prospects should cure ailing WellCare stock, Barron's says »

Investors looking for a…

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

See Street Research during your Free Trial

NVDA

Nvidia

$159.45

3.69 (2.37%)

12:23
02/23/19
02/23
12:23
02/23/19
12:23
Periodicals
Gamers might have final say on Nvidia stock, Barron's says »

For a while, Nvidia was…

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

See Street Research during your Free Trial

  • 25

    Feb

BF.A

Brown-Forman, also tag with BFA, BFB

$49.12

0.73 (1.51%)

, LVS

Las Vegas Sands

$61.50

-0.03 (-0.05%)

12:20
02/23/19
02/23
12:20
02/23/19
12:20
Periodicals
Altria paying big dividends, Barron's says »

Companies that traffic in…

BF.A

Brown-Forman, also tag with BFA, BFB

$49.12

0.73 (1.51%)

LVS

Las Vegas Sands

$61.50

-0.03 (-0.05%)

BF.B

Brown-Forman, also tag with BFA, BFB

$48.83

0.46 (0.95%)

BFA

Brown-Forman, also tag with BF.A, BF.B

$0.00

(0.00%)

BFB

Brown-Forman, also tag with BF.A, BF.B

$0.00

(0.00%)

MO

Altria Group

$51.50

1.12 (2.22%)

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

See Street Research during your Free Trial

  • 06

    Mar

  • 06

    Mar

  • 28

    May

KLAC

KLA-Tencor

$114.50

1.55 (1.37%)

, LRCX

Lam Research

$179.00

0.17 (0.10%)

12:11
02/23/19
02/23
12:11
02/23/19
12:11
Periodicals
Cold War in tech should not be ignored, Barron's says »

While investors are…

KLAC

KLA-Tencor

$114.50

1.55 (1.37%)

LRCX

Lam Research

$179.00

0.17 (0.10%)

ADI

Analog Devices

$105.90

0.64 (0.61%)

NVDA

Nvidia

$159.45

3.69 (2.37%)

SWKS

Skyworks

$82.43

0.67 (0.82%)

XLNX

Xilinx

$122.97

3.77 (3.16%)

INTC

Intel

$52.58

1.18 (2.30%)

AMAT

Applied Materials

$39.40

0.56 (1.44%)

MXIM

Maxim Integrated

$55.88

0.65 (1.18%)

AMD

AMD

$24.40

0.48 (2.01%)

NXPI

NXP Semiconductors

$94.49

0.09 (0.10%)

AVGO

Broadcom

$276.39

-4.42 (-1.57%)

MRVL

Marvell

$19.65

0.05 (0.26%)

MU

Micron

$42.53

1.01 (2.43%)

QCOM

Qualcomm

$53.12

0.77 (1.47%)

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

See Street Research during your Free Trial

  • 25

    Feb

  • 25

    Feb

  • 07

    Mar

  • 07

    Mar

  • 07

    Mar

  • 12

    Mar

  • 13

    Mar

  • 14

    Mar

  • 14

    Mar

  • 20

    Mar

  • 25

    Mar

  • 26

    Mar

  • 09

    Apr

  • 28

    May

ETFC

E-Trade

$48.89

0.65 (1.35%)

09:25
02/23/19
02/23
09:25
02/23/19
09:25
Conference/Events
E-Trade to hold Education Day »

Education Day to be held…

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

See Street Research during your Free Trial

  • 23

    Feb

CAT

Caterpillar

$138.77

-0.08 (-0.06%)

, XRX

Xerox

$31.50

0.16 (0.51%)

08:29
02/23/19
02/23
08:29
02/23/19
08:29
On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

CAT

Caterpillar

$138.77

-0.08 (-0.06%)

XRX

Xerox

$31.50

0.16 (0.51%)

DDAIF

Daimler AG

$0.00

(0.00%)

FCAU

Fiat Chrysler

$14.81

0.02 (0.14%)

F

Ford

$8.71

(0.00%)

GM

General Motors

$39.98

0.35 (0.88%)

HMC

Honda

$28.17

0.43 (1.55%)

NSANY

Nissan

$0.00

(0.00%)

TM

Toyota

$121.84

0.66 (0.54%)

VLKAY

Volkswagen

$0.00

(0.00%)

NYT

New York Times

$31.51

-0.62 (-1.93%)

LUV

Southwest

$53.62

-0.69 (-1.27%)

VZ

Verizon

$56.95

0.81 (1.44%)

TMUS

T-Mobile

$73.17

-0.09 (-0.12%)

T

AT&T

$31.15

0.32 (1.04%)

NOK

Nokia

$6.21

0.06 (0.98%)

ERIC

Ericsson

$9.51

0.285 (3.09%)

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

See Street Research during your Free Trial

  • 25

    Feb

  • 25

    Feb

  • 28

    Feb

  • 03

    Mar

  • 03

    Mar

  • 04

    Mar

  • 11

    Mar

  • 13

    Mar

  • 20

    Mar

  • 27

    Mar

  • 25

    Apr

  • 24

    Jul

  • 23

    Oct

AIMT

Aimmune

$23.70

0.73 (3.18%)

, AZN

AstraZeneca

$40.95

0.515 (1.27%)

04:55
02/23/19
02/23
04:55
02/23/19
04:55
Conference/Events
The American Academy of Asthma, Allergy & Immunology to hold annual meeting »

AAAAI Annual Meeting 2019…

AIMT

Aimmune

$23.70

0.73 (3.18%)

AZN

AstraZeneca

$40.95

0.515 (1.27%)

TEVA

Teva

$17.28

0.03 (0.17%)

NVS

Novartis

$90.77

0.26 (0.29%)

DNA

Bought by RHHBY

$0.00

(0.00%)

SHPG

Shire

$0.00

(0.00%)

REGN

Regeneron

$422.43

3.77 (0.90%)

SNY

Sanofi

$41.20

-0.13 (-0.31%)

ALK

Alaska Air

$62.35

-0.48 (-0.76%)

ABT

Abbott

$76.40

1.26 (1.68%)

CVS

CVS Health

$62.00

-0.33 (-0.53%)

KALV

KalVista

$20.74

-0.04 (-0.19%)

BCRX

BioCryst

$8.99

0.32 (3.69%)

OPTN

Optinose

$7.31

0.02 (0.27%)

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

See Street Research during your Free Trial

  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

  • 28

    Feb

  • 04

    Mar

  • 04

    Mar

  • 04

    Mar

  • 07

    Mar

  • 11

    Mar

  • 11

    Mar

  • 12

    Mar

  • 18

    Mar

  • 19

    Mar

  • 22

    Mar

  • 28

    Apr

  • 13

    May

  • 18

    May

ETFC

E-Trade

$48.89

0.65 (1.35%)

04:55
02/23/19
02/23
04:55
02/23/19
04:55
Conference/Events
E-Trade to hold Education Day »

Education Day to be held…

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

See Street Research during your Free Trial

  • 23

    Feb

TEX

Terex

$35.29

-0.3 (-0.84%)

19:01
02/22/19
02/22
19:01
02/22/19
19:01
Hot Stocks
Terex to sell Demag Mobile Cranes business to Tadano for $215M enterprise value »

Terex announced that it…

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

See Street Research during your Free Trial

  • 25

    Feb

CZR

Caesars

$9.05

-0.37 (-3.93%)

18:34
02/22/19
02/22
18:34
02/22/19
18:34
Hot Stocks
Canyon Partners: Caesars shareholders' value best served by open sale process »

Canyon Partners issued…

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

See Street Research during your Free Trial

ERJ

Embraer

$20.85

0.17 (0.82%)

, BA

Boeing

$424.05

6.57 (1.57%)

18:11
02/22/19
02/22
18:11
02/22/19
18:11
Periodicals
Brazilian judge suspends Embraer-Boeing deal talks, Reuters reports »

A Brazilian judge…

ERJ

Embraer

$20.85

0.17 (0.82%)

BA

Boeing

$424.05

6.57 (1.57%)

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

See Street Research during your Free Trial

  • 26

    Feb

  • 11

    Mar

  • 14

    Mar

  • 28

    May

BXG

Bluegreen Vacations

$14.47

0.55 (3.95%)

18:02
02/22/19
02/22
18:02
02/22/19
18:02
Earnings
Bluegreen Vacations reports Q4 EPS 27c, consensus 24c »

Reports Q4 revenue…

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

See Street Research during your Free Trial

  • 22

    Feb

  • 22

    Feb

SM

SM Energy

$16.88

-0.13 (-0.76%)

17:57
02/22/19
02/22
17:57
02/22/19
17:57
Recommendations
SM Energy analyst commentary at MUFG »

SM Energy's higher…

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

See Street Research during your Free Trial

AN

AutoNation

$37.22

-1.15 (-3.00%)

17:47
02/22/19
02/22
17:47
02/22/19
17:47
Syndicate
Breaking Syndicate news story on AutoNation »

AutoNation files…

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

See Street Research during your Free Trial

  • 22

    Feb

  • 22

    Feb

  • 27

    Feb

TSLA

Tesla

$294.60

3.42 (1.17%)

, NSANY

Nissan

$0.00

(0.00%)

17:42
02/22/19
02/22
17:42
02/22/19
17:42
Periodicals
Tesla's Model 3 was the highest-selling EV globally in 2018, Verge reports »

Tesla's (TSLA) Model…

TSLA

Tesla

$294.60

3.42 (1.17%)

NSANY

Nissan

$0.00

(0.00%)

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

See Street Research during your Free Trial

  • 25

    Feb

  • 18

    Mar

  • 19

    Mar

FSFG

First Savings Financial Group

$51.33

0.22 (0.43%)

17:31
02/22/19
02/22
17:31
02/22/19
17:31
Hot Stocks
First Savings Financial raises quarterly dividend to 16c per share from 15c »

The dividend will be paid…

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

See Street Research during your Free Trial

MSFT

Microsoft

$110.97

1.5 (1.37%)

17:31
02/22/19
02/22
17:31
02/22/19
17:31
Periodicals
Employees demand Microsoft cancel $480M U.S. Army contract, Reuters says »

Several Microsoft workers…

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

See Street Research during your Free Trial

  • 25

    Feb

  • 01

    Mar

  • 03

    Mar

  • 04

    Mar

  • 06

    Mar

  • 07

    Mar

  • 18

    Mar

ENT

Global Eagle

$2.66

(0.00%)

17:23
02/22/19
02/22
17:23
02/22/19
17:23
Hot Stocks
Global Eagle to cut workforce by roughly 15% »

As previously disclosed,…

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

See Street Research during your Free Trial

17:15
02/22/19
02/22
17:15
02/22/19
17:15
General news
Breaking General news story  »

New York Federal Reserve…

NOC

Northrop Grumman

$288.84

2.54 (0.89%)

17:13
02/22/19
02/22
17:13
02/22/19
17:13
Hot Stocks
Northrop Grumman exec Kalan sells 4,312 common shares »

In a regulatory filing,…

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

See Street Research during your Free Trial

LYB

LyondellBasell

$89.14

0.63 (0.71%)

17:07
02/22/19
02/22
17:07
02/22/19
17:07
Syndicate
Breaking Syndicate news story on LyondellBasell »

LyondellBasell files…

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

See Street Research during your Free Trial

TCCO

Technical Comm Corp

$2.76

0.17 (6.56%)

17:06
02/22/19
02/22
17:06
02/22/19
17:06
Hot Stocks
Technical Comm Corp to submit plan to regain compliance with Nasdaq by March 4 »

Technical Comm Corp…

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

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.