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AMD

AMD

$26.26

-0.17 (-0.64%)

, GOOG

Alphabet

$1,201.51

-3.34 (-0.28%)

11:11
03/25/19
03/25
11:11
03/25/19
11:11

Morgan Stanley still cautious on AMD after Google gaming announcements

Morgan Stanley analyst Joseph Moore said he is still cautious on AMD (AMD) following the launch of Google's (GOOGL) Stadia gaming service, stating that he likes the opportunity, but also thinks that the stock "overreacted to something that was already mostly known." Moore contends that "the primary nuance" to the announcement was that Stadia uses a custom GPU that seems based on Vega 56, though "Google did not give much clarity on the rationale for using AMD." Assuming he is right that the chip is similar to the Vega 56, but a custom version, it likely means that the price and margins are lower than his original assumptions, added Moore. He keeps an Underweight rating on AMD shares with a $17 price target.

AMD

AMD

$26.26

-0.17 (-0.64%)

GOOG

Alphabet

$1,201.51

-3.34 (-0.28%)

GOOGL

Alphabet Class A

$1,203.10

-2.9 (-0.24%)

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    Apr

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    Apr

  • 27

    Oct

AMD AMD
$26.26

-0.17 (-0.64%)

02/15/19
RSBL
02/15/19
NO CHANGE
Target $190
RSBL
Buy
Nvidia price target raised to $190 from $170 at Rosenblatt
Rosenblatt analyst Hans Mosesmann raised his price target for Nvidia (NVDA) to $190 and reiterates a Buy rating on the shares following the company's Q4 results. The "crypto mess" is finally bottoming in the April quarter and management sees a "material snap-back" starting in fiscal Q2 and the rest of the year, Mosesmann tells investors in a post-earnings research note titled "Crypto Bottoming - Aggressive Snapback - Stock Works for LT Investors." However, amid Datacenter and Gaming industry uncertainty, the analyst believes management is "needlessly being aggressive" with its outlook. He points out that, though, that both Intel (INTC) and AMD (AMD) are also being aggressive for their own year guides. Mosesmann remains a long-term bull on the Nvidia story and believes new traction in inferencing and enterprise market segments will sustain high growth rates in Datacenter for years to come.
03/20/19
OPCO
03/20/19
NO CHANGE
Target $26
OPCO
Perform
AMD gets 'positive win' with Google cloud gaming, says Oppenheimer
Google (GOOGL, GOOG) yesterday formally announced entry into cloud-based gaming with the Stadia platform and confirmed it will use custom AMD (AMD) graphics processing units, Oppenheimer analyst Rick Schafer tells investors in a research note. However, the announcement wasn't entirely new as AMD CEO Lisa Su highlighted earlier this year that the company's Radeon GPUs were used in Google's Project Stream beta test, the analyst adds. Nonetheless, Schafer sees the confirmation from Google as "validation and a positive win" for AMD. His estimates for the company are unchanged pending a better sense of how incremental the win is to the model. The analyst keeps a Perform rating on AMD with a $26 price target. Competition is heating up in cloud-based gaming with Nvidia (NVDA) this week announcing the GeForce NOW Alliance with initial partners SoftBank and LG, Schafer writes. He believes cloud gaming is likely to cannibalize the casual console and mobile gamer over time. While a shift to cloud gaming is likely a net positive for AMD, the company's dominant position in console today could represent a drag, the analyst contends.
03/20/19
JEFF
03/20/19
NO CHANGE
Target $26
JEFF
Buy
AMD CEO attending Google event suggests close partnership, says Jefferies
Google's (GOOG, GOOGL) announcement yesterday that it was using a custom AMD (AMD) graphics processing units for its cloud-based gaming platform Stadia is likely to lead to an announcement that Google will use AMD EPYC server microprocessors as well, Jefferies analyst Mark Lipacis tells investors in a research note. AMD CEO's attendance at the Google event suggests a close partnership, says the analyst. His sense is that consensus believes AMD would be lucky to get 10% of the server market over the next 12-24 months. However, Lipacis views this "bogey as conservative." He keeps a Buy rating on AMD with a $26 price target.
03/25/19
BFIN
03/25/19
NO CHANGE
BFIN
CPU channel sell through modestly better than expected, says BlueFin
BlueFin analyst Paul Peterson said his checks indicate that CPU shipments into the U.S. and European channel is tracking modestly above expectations for Q1 to-date. His sources note that the pricing environment remains benign due to the Intel (INTC) shortages, while relative market share has remained stable after big gains by AMD (AMD) in Q4, Peterson tells investors. Despite a seasonal downturn expected to see PC OEM shipments down 12% sequentially in the March quarter, Intel's CPU shortages are not expected to ease until June, industry contacts additionally tell Peterson.
GOOG Alphabet
$1,201.51

-3.34 (-0.28%)

03/20/19
KEYB
03/20/19
NO CHANGE
KEYB
Google's Stadia announcement potentially disruptive, says KeyBanc
KeyBanc analyst Evan Wingren attended Google's (GOOG; GOOGL) keynote at Game Developer's Conference, where it announced a new video game streaming service, new gaming hardware, and intentions to make games. The analyst believes the announcement has potential to be disruptive if Google executes well on the service, and sees it as mostly positive for video game publishers in the near and long term as it increases global access, removes value added by hardware, and increases value of key content. Google's ambitions to make games join other distributors like Sony (SNE), Microsoft (MSFT), and Amazon (AMZN), and could provide some incremental competition for time in the medium to long term, Wingren contends.
03/20/19
BUCK
03/20/19
NO CHANGE
BUCK
Buckingham Neutral on Electronic Arts, but remains opportunistic on weakness
Buckingham analyst Matthew Harrigan maintained a Neutral rating on Electronic Arts with a $103 price target. The analyst said, however, that he remains "opportunistic on any weakness during market sell-offs" due to Google's (GOOG, GOOGL) Stadia initiative. Harrigan said that EA will be "wary of the economics that Google is likely to extend in any sharing model" and noted that EA has to be mindful of existing console partners Microsoft (MSFT) and Sony (SNE).
GOOGL Alphabet Class A
$1,203.10

-2.9 (-0.24%)

TODAY'S FREE FLY STORIES

SPY

SPDR S&P 500 ETF Trust

$313.70

-0.17 (-0.05%)

, SPX

S&P 500

$0.00

(0.00%)

13:11
12/10/19
12/10
13:11
12/10/19
13:11
Periodicals
Pelosi says new USMCA deal improves on initial Trump version, Reuters says »

U.S. House Speaker Nancy…

SPY

SPDR S&P 500 ETF Trust

$313.70

-0.17 (-0.05%)

SPX

S&P 500

$0.00

(0.00%)

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13:08
12/10/19
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13:08
General news
10-Yr Note Auction Coupon Rate data reported »

10-Yr Note Auction Coupon…

13:08
12/10/19
12/10
13:08
12/10/19
13:08
General news
10-Yr Note Auction Total Amount data reported »

10-Yr Note Auction Total…

EVH

Evolent Health

$8.15

0.255 (3.23%)

13:05
12/10/19
12/10
13:05
12/10/19
13:05
Options
Evolent Health call volume above normal and directionally bullish »

Bullish option flow…

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13:04
12/10/19
12/10
13:04
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13:04
Conference/Events
UBS services analysts to hold an analyst/industry conference call »

Services Analysts Geiger…

DBI

Designer Brands

$14.17

-2.84 (-16.70%)

12:57
12/10/19
12/10
12:57
12/10/19
12:57
Downgrade
Designer Brands rating change  »

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12:55
12/10/19
12/10
12:55
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12:55
Conference/Events
UBS retail analysts to hold an analyst/industry conference call »

Retail Analysts…

NTDOY

Nintendo

$0.00

(0.00%)

, TCEHY

Tencent

$0.00

(0.00%)

12:52
12/10/19
12/10
12:52
12/10/19
12:52
On The Fly
Game On: Nintendo Switch officially launches in China »

Welcome to "Game On," The…

NTDOY

Nintendo

$0.00

(0.00%)

TCEHY

Tencent

$0.00

(0.00%)

MSFT

Microsoft

$151.46

0.11 (0.07%)

EA

Electronic Arts

$102.03

-0.01 (-0.01%)

ATVI

Activision Blizzard

$55.35

0.97 (1.78%)

TTWO

Take-Two

$121.58

1.51 (1.26%)

SNE

Sony

$66.28

0.35 (0.53%)

CCOEY

Capcom

$0.00

(0.00%)

UBSFY

Ubisoft

$0.00

(0.00%)

03/08/13
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MAT

Mattel

$11.99

-0.07 (-0.58%)

12:48
12/10/19
12/10
12:48
12/10/19
12:48
Conference/Events
Mattel participates in a conference call with UBS »

Gaming, Lodging &…

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  • 10

    Dec

APO

Apollo Global

$44.16

0.365 (0.83%)

, TEN

Tenneco

$14.14

0.89 (6.72%)

12:47
12/10/19
12/10
12:47
12/10/19
12:47
Periodicals
Apollo Global bidding for Tenneco's powertrain unit, WSJ says »

Apollo Global (APO) has…

APO

Apollo Global

$44.16

0.365 (0.83%)

TEN

Tenneco

$14.14

0.89 (6.72%)

03/08/13
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  • 26

    Feb

GBT

Global Blood Therapeutics

$77.50

2.36 (3.14%)

12:45
12/10/19
12/10
12:45
12/10/19
12:45
Options
Global Blood Therapeutics call volume above normal and directionally bullish »

Bullish option flow…

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  • 26

    Feb

ACAD

Acadia

$47.45

-0.5 (-1.04%)

, AXSM

Axsome Therapeutics

$48.94

3.785 (8.38%)

12:44
12/10/19
12/10
12:44
12/10/19
12:44
Conference/Events
Cantor Fitzgerald biotech analyst to hold an analyst/industry conference call »

Biotech Analyst Duncan,…

ACAD

Acadia

$47.45

-0.5 (-1.04%)

AXSM

Axsome Therapeutics

$48.94

3.785 (8.38%)

BHVN

Biohaven Pharmaceutical

$54.49

1.52 (2.87%)

DNLI

Denali Therapeutics

$18.13

-0.16 (-0.87%)

03/08/13
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AEO

American Eagle

$15.27

-0.075 (-0.49%)

, PLCE

Children's Place

$69.54

-0.45 (-0.64%)

12:44
12/10/19
12/10
12:44
12/10/19
12:44
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

AEO

American Eagle

$15.27

-0.075 (-0.49%)

PLCE

Children's Place

$69.54

-0.45 (-0.64%)

UNFI

United Natural Foods

$9.77

0.08 (0.83%)

VRA

Vera Bradley

$12.10

-0.04 (-0.33%)

03/08/13
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03/06/13
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    Dec

ASPU

Aspen Group

$6.96

-0.02 (-0.29%)

, PLAY

Dave & Buster's

$39.79

-0.48 (-1.19%)

12:44
12/10/19
12/10
12:44
12/10/19
12:44
Earnings
Notable companies reporting after market close »

Notable companies…

ASPU

Aspen Group

$6.96

-0.02 (-0.29%)

PLAY

Dave & Buster's

$39.79

-0.48 (-1.19%)

GME

GameStop

$6.28

-0.045 (-0.71%)

OLLI

Ollie's Bargain Outlet

$59.09

-1.19 (-1.97%)

03/08/13
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03/06/13
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  • 30

    Dec

PTON

Peloton

$32.48

-2.295 (-6.60%)

12:43
12/10/19
12/10
12:43
12/10/19
12:43
On The Fly
Peloton slumps as short-seller Citron weighs in, setting $5 price target »

Shares of Peloton (PTON)…

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PCAR

Paccar

$80.95

-0.15 (-0.18%)

12:38
12/10/19
12/10
12:38
12/10/19
12:38
Hot Stocks
Paccar announces 32c regular dividend, $2.30 extra cash dividend »

Paccar's board of…

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JPM

JPMorgan

$134.17

-0.28 (-0.21%)

12:36
12/10/19
12/10
12:36
12/10/19
12:36
Earnings
JPMorgan sees Q4 trading revenue up 'meaningfully' year-over-year »

JPMorgan CFO Jennifer…

03/08/13
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  • 14

    Jan

12:35
12/10/19
12/10
12:35
12/10/19
12:35
General news
Treasury Action: yields have continued to cheapen »

Treasury Action: yields…

WFC

Wells Fargo

$53.78

-0.13 (-0.24%)

12:29
12/10/19
12/10
12:29
12/10/19
12:29
Hot Stocks
Wells Fargo offers $0 trades for stocks and exchange traded funds »

Wells Fargo Advisors…

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LB

L Brands

$17.60

0.21 (1.21%)

12:25
12/10/19
12/10
12:25
12/10/19
12:25
Options
L Brands call volume above normal and directionally bullish »

Bullish option flow…

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  • 27

    Feb

AZO

AutoZone

$1,249.46

78.16 (6.67%)

, AAP

Advance Auto Parts

$155.74

4.1 (2.70%)

12:22
12/10/19
12/10
12:22
12/10/19
12:22
On The Fly
Fly Intel: Wall Street's top stories at midday »

Stocks are searching for…

AZO

AutoZone

$1,249.46

78.16 (6.67%)

AAP

Advance Auto Parts

$155.74

4.1 (2.70%)

CHWY

Chewy

$24.92

0.75 (3.10%)

NLOK

NortonLifeLock

$26.25

0.82 (3.22%)

INTC

Intel

$56.64

0.12 (0.21%)

DERM

Dermira

$9.92

0.83 (9.13%)

CDMO

Avid Bioservices

$6.99

1.14 (19.49%)

SFIX

Stitch Fix

$26.93

1.76 (6.99%)

DBI

Designer Brands

$14.18

-2.83 (-16.64%)

CONN

Conn's

$14.29

-6.22 (-30.33%)

ROAD

Construction Partners

$16.60

-3.96 (-19.26%)

03/08/13
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03/06/13
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  • 10

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  • 12

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  • 12

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    Dec

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    Dec

  • 19

    Dec

  • 23

    Jan

GOOG

Alphabet

$1,344.39

0.47 (0.03%)

, GOOGL

Alphabet Class A

$1,342.51

0.26 (0.02%)

12:21
12/10/19
12/10
12:21
12/10/19
12:21
Periodicals
Google's proposed Fitbit deal faces DOJ scrutiny, NY Post reports »

Google's (GOOG)…

GOOG

Alphabet

$1,344.39

0.47 (0.03%)

GOOGL

Alphabet Class A

$1,342.51

0.26 (0.02%)

FIT

Fitbit

$6.81

0.105 (1.57%)

03/08/13
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03/06/13
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TEN

Tenneco

$13.25

(0.00%)

, APO

Apollo Global

$44.22

0.425 (0.97%)

12:17
12/10/19
12/10
12:17
12/10/19
12:17
Periodicals
Breaking Periodicals news story on Tenneco, Apollo Global »

Apollo Global bidding for…

TEN

Tenneco

$13.25

(0.00%)

APO

Apollo Global

$44.22

0.425 (0.97%)

03/08/13
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03/06/13
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03/06/13
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  • 26

    Feb

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
12/10/19
12/10
12:17
12/10/19
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

03/08/13
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03/06/13
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03/06/13
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XOM

Exxon Mobil

$68.97

-0.69 (-0.99%)

12:16
12/10/19
12/10
12:16
12/10/19
12:16
Periodicals
Exxon Mobil found not guilty of fraud in New York climate change case, WSJ says »

New York State Supreme…

03/08/13
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03/06/13
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  • 12

    Dec

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