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AMD

AMD

$31.12

-0.135 (-0.43%)

, NVDA

Nvidia

$162.58

0.355 (0.22%)

07:56
07/05/19
07/05
07:56
07/05/19
07:56

AMD may surprise Nvidia with a 'nasty' price cut on Radeon RX 5700, Forbes says

Jason Evangelho, a contributor to Forbes, says that "It's looking like the announced pricing for AMD's (AMD) Navi-based RX 5700 and RX 5700XT is about to get a last-minute drop." "If what's being reported shakes out to be true, it could seriously disrupt Nvidia's (NVDA) competitive plans. Why? It's looking like the announced pricing for AMD's Navi-based RX 5700 and RX 5700XT is about to get a last-minute drop," added Evangelho. Reference Link

AMD

AMD

$31.12

-0.135 (-0.43%)

NVDA

Nvidia

$162.58

0.355 (0.22%)

  • 09

    Jul

  • 09

    Jul

  • 15

    Aug

AMD AMD
$31.12

-0.135 (-0.43%)

06/13/19
OPCO
06/13/19
NO CHANGE
OPCO
Perform
Epyc2 positioning AMD for accelerated server share gains, says Oppenheimer
After meeting with management, Oppenheimer analyst Rick Schafer notes that AMD is poised to launch its new 7nm CPU line-up for server and PC, as well as new 7nm Vega. The analyst also points out that its Epyc2, based on Zen 2 architecture and launching in Q3, "takes a notable leap forward," expanding AMD's opportunities in HPC, Cloud and virtualization workloads. Schafer sees Epyc2 positioning AMD for accelerated server share gains and forecasts 7% or better share by end of year and 10% share by mid-2020. The analyst has a Perform rating on the stock.
06/21/19
WELS
06/21/19
NO CHANGE
WELS
Wells Fargo weighs in on AMD joint-venture blacklist
Wells Fargo analyst Aaron Rakers noted that AMD is trading lower following the announcement that the U.S. Commerce Department has added Chinese affiliate Higon, who is a partner in the THATIC joint-venture with AMD, to a blacklist, preventing them from purchasing components from U.S. suppliers. Rakers kept an Outperform rating and $28 price target on AMD, stating that while there has not been a response from AMD, the company previously noted that it would not expect any material license revenue through the remainder of 2019, and AMD CEO Lisa Su previously confirmed that the company isn't licensing further chip designs to its China-backed joint venture. Rakers also noted that IP-related license revenue from THATIC totaled $88M, $52M, and $86M in 2016, 2017, and 2018, respectively.
06/26/19
WEDB
06/26/19
INITIATION
Target $35
WEDB
Outperform
AMD initiated with an Outperform at Wedbush
Wedbush analyst Matthew Bryson initiated AMD with an Outperform rating and $35 price target.
06/27/19
06/27/19
INITIATION
Target $35

Outperform
Wedbush bullish on AMD, initiates with an Outperform
As previously reported, Wedbush analyst Matthew Bryson initiated AMD (AMD) with an Outperform rating and $35 price target. The analyst views AMD's reemergence in CPUs as one of the likely major shifts in both the PC and data center markets over the next few years. Specifically, Bryson believes AMD's early adoption of a distributed "chiplet" architecture combined with a shift to leading edge geometries positions the company to take meaningful share from Intel (INTC) in both the PC and server markets over the next few years. Moreover, he expects AMD will also realize some more modest benefits on the GPU side, with its GPU business also poised to benefit from a resumption of more normalized channel sales, sales into Google (GOOG) Stadia, console transitions, and a recently signed agreement with Samsung (SSNLF) to share and license IP.
NVDA Nvidia
$162.58

0.355 (0.22%)

06/13/19
NOMU
06/13/19
NO CHANGE
Target $147
NOMU
Neutral
Nvidia sees gaming sales normalizing this quarter or next, says Nomura Instinet
After hosting an investor meeting at the company's headquarters, Nomura Instinet analyst David Wong keeps a Neutral rating on Nvidia shares with a $147 price target. The gaming GPU market is coming out of two quarters of an inventory correction and the company expects gaming segment revenues to get back to "normalized" levels of about $1.4B in either the July or October quarter, Wong tells investors in a research note. The analyst thinks Nvidia likely has good visibility into channel inventory and as such, he considers it positive that the company now thinks that channel inventory is at appropriate levels. However, with the ongoing issues related to international trade, there is "substantial uncertainty" as to demand trends in the various electronic end markets, including the gaming end market, over the next few months, contends Wong.
06/13/19
OPCO
06/13/19
NO CHANGE
Target $190
OPCO
Outperform
Oppenheimer sees Nvidia topline reaccelerating to 20%-plus growth
After meeting with management, Oppenheimer analyst Rick Schafer notes that AI accelerator attach remains below 5%, but expects this to "rise materially" in the years ahead as the proliferation of neural networks continues. The analyst sees Nvidia's share of the training market at 100%, and sees few challenges to its training dominance on the horizon. He also expects TensorRT4 to quickly gain share and sees topline reaccelerating to 20%-plus growth as hyperscaler spending picks back up. Schafer reiterates an Outperform rating and $190 price target on the shares.
06/26/19
WEDB
06/26/19
INITIATION
Target $184
WEDB
Outperform
Nvidia initiated with an Outperform at Wedbush
Wedbush analyst Mathew Bryson initiated Nvidia with an Outperform and $184 price target.
06/27/19
06/27/19
INITIATION
Target $184

Outperform
Wedbush bullish on Nvidia, initiates with an Outperform
As previously reported, Wedbush analyst Mathew Bryson initiated Nvidia with an Outperform and $184 price target. While the analyst is not forecasting a rebound in cryptocurrency-related demand, he believes that inventories of gaming GPUs have largely normalized. Similarly, the more modest deterioration in datacenter GPUs last quarter, as well as an outlook for improved second half of the year server builds, lead him to believe a return to more normal datacenter GPU sales growth is likely. Once these markets normalize, Bryson would expect intermediate- to longer-term CAGRs of 20%-plus, given the healthy growth outlook for both end markets, with significant room for upside in datacenter sales, in particular, should Nvidia achieve its goal of gaining meaningful traction in new market segments including inference and AI.

TODAY'S FREE FLY STORIES

TCEHY

Tencent

$0.00

(0.00%)

, MDLA

Medallia

$37.09

(0.00%)

07:31
07/21/19
07/21
07:31
07/21/19
07:31
On The Fly
Opening Day: Start-up DouYou becomes China's biggest Wall Street IPO of 2019 »

Drugmaker Genmab raised…

TCEHY

Tencent

$0.00

(0.00%)

MDLA

Medallia

$37.09

(0.00%)

MIRM

Mirum Pharmaceuticals

$13.51

0.17 (1.27%)

FULC

Fulcrum Therapeutics

$12.49

-0.99 (-7.34%)

PHR

Phreesia

$24.01

-1.15 (-4.57%)

GMAB

Genmab

$18.06

-0.14 (-0.77%)

AMK

AssetMark Financial

$27.71

0.39 (1.43%)

ORCC

Owl Rock

$15.51

0.11 (0.71%)

DOYU

DouYu

$10.50

-0.51 (-4.63%)

NOVA

Sunnova Energy

$0.00

(0.00%)

CSTL

Castle Biosciences

$0.00

(0.00%)

WSG

Wanda Sports

$0.00

(0.00%)

LVGO

Livongo Health

$0.00

(0.00%)

HCAT

Health Catalyst

$0.00

(0.00%)

JNJ

Johnson & Johnson

$130.41

-1.62 (-1.23%)

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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PYPL

PayPal

$118.65

-1.22 (-1.02%)

, V

Visa

$179.18

-1.34 (-0.74%)

08:31
07/20/19
07/20
08:31
07/20/19
08:31
Periodicals
MasterCard, Visa among best stocks to play fintech boom, Barron's says »

The fintech units within…

PYPL

PayPal

$118.65

-1.22 (-1.02%)

V

Visa

$179.18

-1.34 (-0.74%)

MA

MasterCard

$275.51

-1.11 (-0.40%)

03/08/13
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03/06/13
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  • 23

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USB

U.S. Bancorp

$54.98

-0.2 (-0.36%)

, SBNY

Signature Bank

$123.87

1.07 (0.87%)

08:28
07/20/19
07/20
08:28
07/20/19
08:28
Periodicals
KeyCorp, U.S. Bancorp better positioned for Fed rate cut, Barron's says »

KeyCorp (KEY), Signature…

USB

U.S. Bancorp

$54.98

-0.2 (-0.36%)

SBNY

Signature Bank

$123.87

1.07 (0.87%)

KEY

KeyCorp

$17.45

0.15 (0.87%)

03/08/13
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  • 23

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CMG

Chipotle

$746.80

-17.43 (-2.28%)

08:24
07/20/19
07/20
08:24
07/20/19
08:24
Periodicals
Chipotle stock made 'stunning' comeback, Barron's says »

Chipotle's stock is…

03/08/13
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BYND

Beyond Meat

$176.65

6.28 (3.69%)

07:40
07/20/19
07/20
07:40
07/20/19
07:40
Periodicals
Beyond Meat could spike after earnings, Barron's says »

After rising so…

03/08/13
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  • 29

    Jul

NFLX

Netflix

$315.10

-10.04 (-3.09%)

07:37
07/20/19
07/20
07:37
07/20/19
07:37
Periodicals
Netflix's problems have only just begun, Barron's says »

Netflix has a problem and…

03/08/13
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  • 03

    Aug

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, TGT

Target

$88.02

-0.48 (-0.54%)

07:34
07/20/19
07/20
07:34
07/20/19
07:34
Periodicals
Time to aim higher on Target's stock, Barron's says »

As retailers have…

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

TGT

Target

$88.02

-0.48 (-0.54%)

03/08/13
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03/08/13
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  • 25

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, FDX

FedEx

$167.08

1.69 (1.02%)

07:31
07/20/19
07/20
07:31
07/20/19
07:31
Periodicals
FedEx ups game amid e-commerce growth, Barron's says »

It is time to embrace…

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

FDX

FedEx

$167.08

1.69 (1.02%)

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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    Nov

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, MSFT

Microsoft

$136.62

0.33 (0.24%)

07:27
07/20/19
07/20
07:27
07/20/19
07:27
On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

MSFT

Microsoft

$136.62

0.33 (0.24%)

ORCL

Oracle

$57.55

-0.58 (-1.00%)

AZN

AstraZeneca

$40.11

-0.61 (-1.50%)

BMY

Bristol-Myers

$43.32

-0.72 (-1.63%)

LLY

Eli Lilly

$106.75

-1.57 (-1.45%)

GSK

GlaxoSmithKline

$40.97

-0.44 (-1.06%)

JNJ

Johnson & Johnson

$130.41

-1.62 (-1.23%)

MRK

Merck

$81.39

-1.28 (-1.55%)

NVS

Novartis

$93.58

-0.715 (-0.76%)

PFE

Pfizer

$42.78

-0.28 (-0.65%)

RHHBY

Roche

$0.00

(0.00%)

SNY

Sanofi

$41.94

-0.01 (-0.02%)

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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    Nov

BHVN

Biohaven Pharmaceutical

$44.16

-0.61 (-1.36%)

18:12
07/19/19
07/19
18:12
07/19/19
18:12
Hot Stocks
Biohaven receives CRL from FDA for application seeking NURTEC approval »

Biohaven Pharmaceutical…

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  • 09

    Sep

CE

Celanese

$107.01

0.9 (0.85%)

18:01
07/19/19
07/19
18:01
07/19/19
18:01
Hot Stocks
Celanese announces acetyl intermediates price increases »

Celanese Corporation…

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  • 23

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F

Ford

$10.20

-0.06 (-0.58%)

17:48
07/19/19
07/19
17:48
07/19/19
17:48
Periodicals
Ford plans to lay off 185 employees at Ontario plant, Reuters reports »

A union local said that…

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  • 24

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RTN

Raytheon

$178.55

2.45 (1.39%)

17:48
07/19/19
07/19
17:48
07/19/19
17:48
Hot Stocks
Raytheon awarded $191.01M Air Force contract modification »

Raytheon has been awarded…

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  • 25

    Jul

UTX

United Technologies

$132.37

1.08 (0.82%)

17:44
07/19/19
07/19
17:44
07/19/19
17:44
Hot Stocks
United Technologies awarded $253.71M Air Force contract »

United Technologies has…

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  • 23

    Jul

LMT

Lockheed Martin

$356.90

0.675 (0.19%)

17:40
07/19/19
07/19
17:40
07/19/19
17:40
Hot Stocks
Lockheed Martin awarded $1.47B Missile Defense Agency contract modification »

Lockheed Martin has been…

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  • 23

    Jul

ARES

Ares Management

$28.13

-0.305 (-1.07%)

17:33
07/19/19
07/19
17:33
07/19/19
17:33
Syndicate
Breaking Syndicate news story on Ares Management »

Ares Management files…

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  • 31

    Jul

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HAFC

Hanmi Financial

$21.68

-0.105 (-0.48%)

17:33
07/19/19
07/19
17:33
07/19/19
17:33
Hot Stocks
Hanmi Financial to delay release of Q2 results »

Hanmi Financial announced…

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  • 23

    Jul

PAYS

Paysign

$17.49

-0.48 (-2.67%)

17:32
07/19/19
07/19
17:32
07/19/19
17:32
Syndicate
Breaking Syndicate news story on Paysign »

Paysign files $150M mixed…

03/08/13
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MEOH

Methanex

$43.19

0.83 (1.96%)

17:28
07/19/19
07/19
17:28
07/19/19
17:28
Hot Stocks
Methanex reaches final investment decision on methanol plant in Geismar, LA »

Methanex Corporation…

03/08/13
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03/08/13
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03/06/13
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  • 01

    Aug

17:17
07/19/19
07/19
17:17
07/19/19
17:17
Conference/Events
Credit Suisse biotech analysts to hold an analyst/industry conference call »

Biotech Analysts provide…

17:14
07/19/19
07/19
17:14
07/19/19
17:14
Conference/Events
UBS retail/hardlines analyst to hold an analyst/industry conference call »

Retail/Hardlines Analyst…

SHIP

Seanergy Marine

$0.64

-0.0425 (-6.25%)

17:05
07/19/19
07/19
17:05
07/19/19
17:05
Hot Stocks
Seanergy Maritime receives noncompliance notice from Nasdaq »

Seanergy Maritime…

03/08/13
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SONM

Sonim

$13.42

0.24 (1.82%)

16:41
07/19/19
07/19
16:41
07/19/19
16:41
Conference/Events
Sonim management to meet with Oppenheimer »

Meetings to be held on…

03/08/13
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03/06/13
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  • 12

    Sep

KINS

Kingstone Companies

$8.81

0.09 (1.03%)

16:30
07/19/19
07/19
16:30
07/19/19
16:30
Hot Stocks
Kingstone names Barry Goldstein CEO »

Kingstone Companies…

03/08/13
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  • 07

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    Aug

16:30
07/19/19
07/19
16:30
07/19/19
16:30
Options
Preliminary option volume of 22.6M today »

Preliminary option volume…

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