Breaking News Instant updates and real-time market news.

ORCL

Oracle

$53.12

-0.64 (-1.19%)

, INTC

Intel

$52.21

-0.32 (-0.61%)

19:12
09/16/19
09/16
19:12
09/16/19
19:12

Intel, Oracle collaborate on Optane DC Persistent Memory

Intel (INTC) and Oracle (ORCL) announced that Oracle is incorporating the high performance capabilities of Intel Optane DC Persistent Memory into its next-generation Exadata platform, Oracle Exadata X8M. Built using industry-standard Intel 2nd generation Xeon Scalable processors, Intel Optane DC Persistent Memory, and 100 gigabit RoCE networking, Oracle Exadata X8M is designed to support today's Online Transaction Processing, analytics, and mixed workload database requirements, as well as database consolidation and in-database machine learning. This integration is designed to provide customers with superior performance for latency-sensitive activities such as high-frequency stock trading, IoT data processing, real-time fraud and intrusion detection, financial trading and applications requiring real-time human interactions.

ORCL

Oracle

$53.12

-0.64 (-1.19%)

INTC

Intel

$52.21

-0.32 (-0.61%)

  • 24

    Oct

ORCL Oracle
$53.12

-0.64 (-1.19%)

09/12/19
NOMU
09/12/19
NO CHANGE
Target $42
NOMU
Reduce
Oracle results do not alter bearish thesis, says Nomura Instinet
Nomura Instinet analyst Christopher Eberle says Oracle's results last night did not provide much in the way to alter his bearish thesis. The company's revenue growth has yet to meaningfully inflect despite strong cloud bookings, and its share buyback remains elevated, Eberle tells investors in a research note. He reiterates a Reduce rating on Oracle with a $42 price target.
09/12/19
BMOC
09/12/19
NO CHANGE
Target $60
BMOC
Market Perform
Oracle price target raised to $60 after Q1 results, says BMO Capital
BMO Capital analyst Keith Bachman nudged his price target on Oracle to $60 from $59 but kept his Market Perform rating after its Q1 results and Q2 guidance last night. The analyst points to the management's discussion of share gains being made in the autonomous data base and ERP cloud solutions, stating that while there is potential in these opportunities, the company's execution over the last few years has been "largely disappointing". Bachman adds that Oracle's results over the past two quarters have not produced a "meaningful" change in growth rates.
09/12/19
LEHM
09/12/19
NO CHANGE
Target $57
LEHM
Equal Weight
Oracle shares will likely remain range-bound, says Barclays
Barclays analyst Raimo Lenschow believes Oracle shares will likely remain range-bound following last night's results. Oracle will likely remain a low single-digit revenue grower that achieves most of its earnings improvement via share buybacks, Lenschow tells investors in a research note titled "Still a Wait-and-See Story." He lowered his price target for the shares to $57 from $59 and keeps an Equal Weigh rating on Oracle.
09/12/19
MSCO
09/12/19
NO CHANGE
Target $59
MSCO
Equal Weight
Oracle continues struggling for growth, says Morgan Stanley
Morgan Stanley analyst Keith Weiss said Oracle suffered from "spotty execution," resulting in a weaker Q1 after a stronger Q4, noting that this is a similar situation to last year. Several factors keep him cautious on the company's FY20 revenue growth potential, including management stepping back from prior full year revenue growth targets, the continued mixed performance in the apps portfolio and another quarter of year-over-year deferred revenue declines, Weiss tells investors. He maintains an Equal Weight rating on Oracle with an unchanged price target of $59.
INTC Intel
$52.21

-0.32 (-0.61%)

08/16/19
NORL
08/16/19
UPGRADE
NORL
Market Perform
Northland upgrades Intel to Market Perform with AMD server launch in rear view
As previously reported, Northland analyst Gus Richard upgraded Intel (INTC) to Market Perform from Underperform as he noted that the negative AMD (AMD) server launch catalyst has now passed and he thinks a value stock such as Intel has odds of outperforming higher multiple stocks during selloffs. He also noted that sentiment on Intel is "nearing a low point."
08/16/19
08/16/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Intel (INTC) upgraded to Market Perform from Underperform at Northland with analyst Gus Richard saying the negative AMD (AMD) server launch catalyst has now passed and he thinks a value stock such as Intel has odds of outperforming higher multiple stocks during selloffs. 2. TJX (TJX) upgraded to Buy from Hold at Loop Capital with analyst Laura Champine saying her model changes are driven by the continued market share gains at the expense of the department and specialty stores. 3. Brinker (EAT) upgraded to Overweight from Equal Weight at Stephens with analyst Will Slabaugh saying he believes the risk/reward has become "too attractive to ignore." 4. PetMed Express (PETS) upgraded to Hold from Sell at Craig-Hallum with analyst Kevin Ellich citing his view that minimum advertised pricing should set a pricing floor for key prescription medicines that the company sells. 5. Kratos Defense (KTOS) upgraded to Buy from Neutral at Goldman Sachs with analyst Noah Poponak saying the company's "multi-year, multi-program, strong long-term growth story is intact and approaching," while the stock has recently pulled back. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/03/19
EVER
09/03/19
UPGRADE
EVER
Evercore ISI 'going all in' on semi equipment, upgrades KLA-Tencor, Lam Research
As previously reported, Evercore ISI analyst C.J. Muse upgraded Lam Research (LRCX) and KLA-Tencor (KLAC), each to Outperform from In Line, citing his view that there are both company and industry specific catalysts that will lead the Semiconductor Equipment stocks higher into year-end. The analyst, who laid out sustained leading edge investments at TSMC (TSM), Samsung (SSNLF) spending in logic and ongoing catch-up by Intel (INTC) as among the key drivers of upside, noted that he now rates all four front-end equipment companies at Outperform as he also has that rating on ASML (ASML) and Applied Materials (AMAT). Also as previously reported, Muse upgraded Western Digital (WDC) to In Line from Underperform and raised his price target for the shares to $50 from $30, stating he sees near-term earnings upside being balanced by long-term structural concerns. He raised his price target on Lam shares to $250 from $195 and increased his KLA-Tencor target to $175 from $140.
09/11/19
SBSH
09/11/19
NO CHANGE
Target $53
SBSH
Neutral
Lower than expected August notebook shipments keep Citi concerned about Intel
Citi analyst Christopher Danely noted that notebook units increased 5% month-over-month in August, which was below the firm's expectations by roughly 6%. He attributes the weaker shipments to a higher Q2 base from pull-ins and trade war nervousness and noted that his peer at Citi lowered the firm's forecast for Q3 notebook shipments to flat quarter-over-quarter from up 1%. Danely keeps a Neutral rating on Intel shares, citing concerns about downside to consensus estimates and risk to Intel's second half guidance given the potential for a PC slowdown driven by an inventory correction as a result of the tariff-driven pull-ins.

TODAY'S FREE FLY STORIES

CRM

Salesforce

$144.27

-1.9 (-1.30%)

10:25
10/18/19
10/18
10:25
10/18/19
10:25
Options
Salesforce call volume above normal and directionally bullish »

Bullish option flow…

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

  • 18

    Oct

  • 16

    Dec

10:25
10/18/19
10/18
10:25
10/18/19
10:25
General news
Fed's George said her outlook does not call for another rate cut »

Fed's George said…

10:25
10/18/19
10/18
10:25
10/18/19
10:25
Conference/Events
Federal Reserve Bank of Minneapolis president participates in a summit »

Minneapolis Federal…

SCHW

Charles Schwab

$39.75

0.29 (0.73%)

10:25
10/18/19
10/18
10:25
10/18/19
10:25
Conference/Events
Charles Schwab to host business news update conference call »

President & CEO…

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

  • 18

    Oct

  • 27

    Oct

CG

Carlyle Group

$27.06

-0.07 (-0.26%)

10:22
10/18/19
10/18
10:22
10/18/19
10:22
Periodicals
Carlyle in talks to buy Goya in deal valuing food company at $3.5B, NY Post says »

Goya Foods is in…

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

  • 28

    Oct

  • 31

    Oct

STT

State Street

$61.41

1.7 (2.85%)

10:22
10/18/19
10/18
10:22
10/18/19
10:22
Hot Stocks
State Street sees servicing fees 'flattish' in Q4, management fees up 1%-2% »

Sees markets business…

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

  • 18

    Oct

10:20
10/18/19
10/18
10:20
10/18/19
10:20
General news
FX Action: The dollar »

FX Action: The dollar…

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

10:17
10/18/19
10/18
10:17
10/18/19
10:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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

$NYE

NYSE Market Internals

$0.00

(0.00%)

10:16
10/18/19
10/18
10:16
10/18/19
10:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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

10:15
10/18/19
10/18
10:15
10/18/19
10:15
Conference/Events
JPMorgan autos/auto parts analyst to hold an analyst/industry conference call »

Autos & Auto Parts…

10:15
10/18/19
10/18
10:15
10/18/19
10:15
General news
U.S. leading economic index dipped -0.1% to 111.9 in September »

U.S. leading economic…

10:15
10/18/19
10/18
10:15
10/18/19
10:15
General news
Breaking General news story  »

Minneapolis Federal…

NIO

NIO Inc.

$1.48

0.01 (0.68%)

10:10
10/18/19
10/18
10:10
10/18/19
10:10
Options
Nov 1.5 put seller in NIO cashes out 140% winner »

Nov 1.5 put seller in NIO…

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

IRET

Investors Real Estate

$76.60

0.75 (0.99%)

, PINS

Pinterest

$25.86

-0.14 (-0.54%)

10:06
10/18/19
10/18
10:06
10/18/19
10:06
Initiation
Fly Intel: Top five analyst initiations »

Catch up on today's…

IRET

Investors Real Estate

$76.60

0.75 (0.99%)

PINS

Pinterest

$25.86

-0.14 (-0.54%)

SNAP

Snap

$14.00

0.22 (1.60%)

IDN

Intellicheck

$5.00

(0.00%)

WBT

Welbilt

$17.97

(0.00%)

DAVA

Endava

$40.06

-0.01 (-0.02%)

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

    Oct

  • 31

    Oct

  • 05

    Nov

  • 07

    Nov

  • 11

    Nov

  • 12

    Nov

  • 19

    Nov

  • 20

    Nov

  • 21

    Nov

  • 04

    Dec

  • 05

    Dec

  • 16

    Oct

GIL

Gildan Activewear

$25.88

-9.495 (-26.84%)

, CAT

Caterpillar

$131.37

1.36 (1.05%)

10:06
10/18/19
10/18
10:06
10/18/19
10:06
Downgrade
Fly Intel: Top five analyst downgrades »

Catch up on today's…

GIL

Gildan Activewear

$25.88

-9.495 (-26.84%)

CAT

Caterpillar

$131.37

1.36 (1.05%)

CRL

Charles River

$135.10

-0.97 (-0.71%)

M

Macy's

$14.98

-0.79 (-5.01%)

LB

L Brands

$16.56

-1.54 (-8.51%)

GPS

Gap

$16.53

-1.05 (-5.97%)

WM

Waste Management

$115.34

-0.97 (-0.83%)

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

    Oct

  • 23

    Oct

  • 31

    Oct

  • 04

    Nov

  • 21

    Nov

  • 21

    Nov

  • 21

    Nov

MO

Altria Group

$44.40

0.14 (0.32%)

, SNAP

Snap

$13.99

0.21 (1.52%)

10:06
10/18/19
10/18
10:06
10/18/19
10:06
Upgrade
Fly Intel: Top five analyst upgrades »

Catch up on today's…

MO

Altria Group

$44.40

0.14 (0.32%)

SNAP

Snap

$13.99

0.21 (1.52%)

CMG

Chipotle

$846.04

17.95 (2.17%)

RSG

Republic Services

$87.30

1.15 (1.33%)

WCN

Waste Connections

$92.97

0.7 (0.76%)

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

    Oct

  • 22

    Oct

  • 29

    Oct

  • 30

    Oct

  • 31

    Oct

  • 12

    Nov

STT

State Street

$60.83

1.12 (1.88%)

10:05
10/18/19
10/18
10:05
10/18/19
10:05
Hot Stocks
State Street says reigniting servicing fee revenue growth remains a top priority »

Comments taken from the…

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

  • 18

    Oct

10:02
10/18/19
10/18
10:02
10/18/19
10:02
General news
Leading Indicators data reported »

September Leading…

SXT

Sensient

$60.60

-5.97 (-8.97%)

10:00
10/18/19
10/18
10:00
10/18/19
10:00
Hot Stocks
Sensient falls -8.8% »

Sensient is down -8.8%,…

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

  • 18

    Oct

NNA

Navios Acquisition

$8.58

-1.78 (-17.18%)

10:00
10/18/19
10/18
10:00
10/18/19
10:00
Hot Stocks
Navios Acquisition falls -17.6% »

Navios Acquisition is…

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

GIL

Gildan Activewear

$26.26

-9.12 (-25.78%)

10:00
10/18/19
10/18
10:00
10/18/19
10:00
Hot Stocks
Gildan Activewear falls -25.8% »

Gildan Activewear is down…

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

  • 31

    Oct

X

U.S. Steel

$10.67

0.05 (0.47%)

10:00
10/18/19
10/18
10:00
10/18/19
10:00
Options
Size put buyer in US Steel March 8 strike »

Size put buyer in US…

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

HEP

Holly Energy Partners

$22.40

1.13 (5.31%)

10:00
10/18/19
10/18
10:00
10/18/19
10:00
Hot Stocks
Holly Energy Partners rises 5.3% »

Holly Energy Partners is…

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

  • 30

    Oct

KSU

Kansas City Southern

$143.50

8.17 (6.04%)

10:00
10/18/19
10/18
10:00
10/18/19
10:00
Hot Stocks
Kansas City Southern rises 6.0% »

Kansas City Southern is…

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

  • 18

    Oct

  • 13

    Nov

BORR

Borr Drilling

$6.57

0.53 (8.77%)

10:00
10/18/19
10/18
10:00
10/18/19
10:00
Hot Stocks
Borr Drilling rises 9.7% »

Borr Drilling is up 9.7%,…

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.