Yesterday
Periodicals
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03/03/23 Visa reports Febrary U.S. payments volume up 11% y/y 02/16/23 Visa CFO Vasant Prabhu to depart September 30, 2023 02/14/23 Tiger Global boosts stakes in Visa, Mastercard, reduces position in Microsoft 02/14/23 MICT's Tingo Mobile, Visa launch pan-African strategic partnership 03/17/23 WeWork says agreements result in funding and capital commitments of over $1B 03/05/23 Fly Intel: Top five weekend stock stories 02/10/23 Berkshire Grey confirms receipt of indication of interest from SoftBank Group 11:24 Today User reports indicate problems at Amazon says Downdetector 03/22/23 Amazon says Fire TV surpasses 200M devices sold globally 03/21/23 Amazon Web Services, Nvidia enter multi-part collaboration for AI infrastructure 03/21/23 Nvidia announces availability of new products featuring H100 Tensor Core GPU 03/03/23 Jefferies Visa update suggests upside to Q1 estimates, says Jefferies 02/01/23 BTIG CFPB credit card late fee proposal 'more onerous than expected,' says BTIG 01/30/23 Mizuho Visa price target raised to $240 from $220 at Mizuho 01/29/23 Barclays Visa price target raised to $270 from $266 at Barclays 06:04 Today Barclays Meta Platforms price target raised to $270 from $260 at Barclays 03/21/23 Loop Capital Best Buy price gap relative to Amazon widens, says Loop Capital 03/21/23 JMP Securities JMP analysis of Amazon data shows Peloton position strengthening 03/21/23 Citi Citi says Amazon becoming more profitable with job cuts 02/28/23 Jefferies SoftBank Group upgraded to Hold from Underperform at Jefferies 12/06/22 JPMorgan SoftBank Group downgraded to Neutral from Overweight at JPMorgan 11/29/22 Citi SoftBank Group downgraded to Neutral from Buy at Citi 11/14/22 Jefferies SoftBank Group downgraded to Underperform from Hold at Jefferies 01/26/23 Visa reports Q1 EPS $2.18, consensus $2.01 01/26/23 Notable companies reporting after market close 10/25/22 Visa reports Q4 EPS $1.93, consensus $1.86 10/25/22 Notable companies reporting after market close 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 02/02/23 Notable companies reporting after market close 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 03/01/23 FIS rumor discussed by Betaville blog 01/31/23 DOJ antitrust division scrutinizes pacts between Visa and PayPal, Bloomberg says 12/10/22 Microsoft, Arista among stocks that can survive a triple whammy, Barron's says 12/02/22 Visa to pay executive bonuses despite missing growth target, FT reports 03/16/23 WeWork nearing deal for 'major' restructuring, Bloomberg says 03/06/23 SoftBank-backed CloudMinds weighing Hong Kong IPO, Bloomberg reports 03/05/23 SoftBank's Arm aims to raise at least $8 billion in U.S. IPO, Reuters reports 03/02/23 The Bear Cave points to 'problems' at Symbotic 03/23/23 Apple weighs bidding for English football streaming rights, Bloomberg reports 03/20/23 Amazon laying off another 9,000 employees, Bloomberg reports 03/20/23 FTC reviewing Amazon.com's acquisition of iRobot, Politico reports 03/14/23 Amazon targets 2024 launch of first Kuiper internet satellites, Reuters reports 02/09/23 Here's what Wall St. experts are saying about PayPal ahead of earnings 01/27/23 What You Missed On Wall Street On Friday 01/27/23 What You Missed On Wall Street This Morning 01/27/23 Fly Intel: Pre-market Movers 03/01/23 What You Missed On Wall Street On Wednesday 02/13/23 What You Missed On Wall Street On Monday 02/13/23 What You Missed On Wall Street This Morning 11/18/22 What You Missed On Wall Street On Friday 03/20/23 What You Missed On Wall Street On Monday 03/20/23 What You Missed On Wall Street This Morning 03/20/23 What You Missed This Week in EVs and Clean Energy 03/19/23 Box Office Battle: ‘Shazam 2’ opens with underwhelming $30.5M 03/16/23 Visa put volume heavy and directionally bearish 01/26/23 Visa options imply 2.8% move in share price post-earnings 10/25/22 Visa options imply 4.1% move in share price post-earnings 09/29/22 Early notable gainers among liquid option names on September 29th 03/22/23 Notable open interest changes for March 22nd 03/07/23 Notable open interest changes for March 7th 03/03/23 Notable open interest changes for March 3rd 03/03/23 Amazon call buyer realizes 11% same-day gains
Hot Stocks
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03/22/23 Amazon says Fire TV surpasses 200M devices sold globally 03/21/23 Amazon Web Services, Nvidia enter multi-part collaboration for AI infrastructure 03/21/23 Nvidia announces availability of new products featuring H100 Tensor Core GPU 03/20/23 Amazon's Twitch lays off just over 400 staff 06:04 Today Barclays Meta Platforms price target raised to $270 from $260 at Barclays 03/21/23 Loop Capital Best Buy price gap relative to Amazon widens, says Loop Capital 03/21/23 JMP Securities JMP analysis of Amazon data shows Peloton position strengthening 03/21/23 Citi Citi says Amazon becoming more profitable with job cuts 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 02/02/23 Notable companies reporting after market close 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 03/23/23 Apple weighs bidding for English football streaming rights, Bloomberg reports 03/20/23 Amazon laying off another 9,000 employees, Bloomberg reports 03/20/23 FTC reviewing Amazon.com's acquisition of iRobot, Politico reports 03/14/23 Amazon targets 2024 launch of first Kuiper internet satellites, Reuters reports 03/20/23 What You Missed On Wall Street On Monday 03/20/23 What You Missed On Wall Street This Morning 03/20/23 What You Missed This Week in EVs and Clean Energy 03/19/23 Box Office Battle: ‘Shazam 2’ opens with underwhelming $30.5M 03/22/23 Notable open interest changes for March 22nd 03/07/23 Notable open interest changes for March 7th 03/03/23 Notable open interest changes for March 3rd 03/03/23 Amazon call buyer realizes 11% same-day gains
Recommendations
Barclays analyst Ross…
Barclays analyst Ross Sandler raised the firm's price target on Meta Platforms (META) to $270 from $260 and keeps an Overweight rating on the shares. Meta remains the analyst's preferred name among mega cap technology. The shares have re-rated significantly in the past few months, and while the alpha versus Alphabet (GOOG, GOOGL) and Amazon.com (AMZN) may have been realized on recent cost cuts, the bull case around how generative artificial intelligence could unlock value has not, the analyst tells investors in a research note. The firm says Meta could be the best name in consumer internet to benefit from the coming wave of generative AI applications.
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03/21/23 Nvidia announces availability of new products featuring H100 Tensor Core GPU 03/15/23 Facebook Ireland violated law over data use, Amsterdam court ruled 03/15/23 Oportun Financial expands executive team with key new hires 03/14/23 Meta targeting summer to complete analysis from hybrid work year of learning 03/22/23 Genuine Parts announces strategic partnership with Google Cloud 03/21/23 Nvidia says Google Cloud integrating newly launched L4 GPU, Vertex AI 03/17/23 YouTube restores Donald Trump's channel 03/17/23 Google ends enterprise sales of Google Glass 03/22/23 Amazon says Fire TV surpasses 200M devices sold globally 03/21/23 Amazon Web Services, Nvidia enter multi-part collaboration for AI infrastructure 03/20/23 Amazon's Twitch lays off just over 400 staff 03/22/23 KeyBanc Meta Platforms upgraded to Overweight from Sector Weight at KeyBanc 03/21/23 Morgan Stanley Meta Platforms upgraded to Overweight from Equal Weight at Morgan Stanley 03/20/23 Loop Capital Meta Platforms price target raised to $220 from $188 at Loop Capital 03/20/23 Edward Jones Meta Platforms upgraded to Buy from Hold at Edward Jones 03/21/23 Morgan Stanley Microsoft app store longer-term Apple risk 'worth watching,' says Morgan Stanley 03/20/23 Stifel Alphabet resumed with a Buy at Stifel 03/17/23 Exane BNP Paribas Alphabet upgraded to Outperform from Neutral at Exane BNP Paribas 03/16/23 Macquarie Microsoft 'clear winner' in ongoing generative AI fight, says Macquarie 03/21/23 Loop Capital Best Buy price gap relative to Amazon widens, says Loop Capital 03/21/23 JMP Securities JMP analysis of Amazon data shows Peloton position strengthening 03/21/23 Citi Citi says Amazon becoming more profitable with job cuts 03/16/23 JPMorgan Amazon investor sentiment near multi-year lows, says JPMorgan 02/01/23 Meta Platforms sees Q1 revenue $26B-$28.5B, consensus $27.14B 02/01/23 Meta Platforms reports Q4 EPS $1.76, consensus $2.22 02/01/23 Notable companies reporting after market close 11/09/22 Meta Platforms backs Q4 revenue outlook $30B-$32.5B, consensus $31.52B 02/02/23 Alphabet reports Q4 EPS $1.05, consensus $1.18 02/02/23 Notable companies reporting after market close 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 03/24/23 Meta VR device teardown shows chips mostly made by U.S. companies, Nikkei says 03/23/23 China opposes forced sale of TikTok, WSJ reports 03/21/23 TikTok reassures advertisers over U.S. ban threat, WSJ reports 03/20/23 TikTok to tell Congress it has 150M monthly active U.S. users, Reuters reports 03/22/23 EU set to approve Google's takeover of Photomath, Reuters reports 03/21/23 Google offers early access to Bard AI, Verge reports 03/23/23 Apple weighs bidding for English football streaming rights, Bloomberg reports 03/20/23 Amazon laying off another 9,000 employees, Bloomberg reports 03/20/23 FTC reviewing Amazon.com's acquisition of iRobot, Politico reports 03/14/23 Amazon targets 2024 launch of first Kuiper internet satellites, Reuters reports 03/22/23 What You Missed On Wall Street On Wednesday 03/22/23 #SocialStocks: TikTok aims to ease advertisers amid heightened U.S. scrutiny 03/22/23 What You Missed On Wall Street This Morning 03/22/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/21/23 What You Missed On Wall Street On Tuesday 03/21/23 What You Missed This Week in Video Games 03/21/23 What You Missed On Wall Street This Morning 03/20/23 What You Missed On Wall Street On Monday 03/20/23 What You Missed On Wall Street This Morning 03/20/23 What You Missed This Week in EVs and Clean Energy 03/19/23 Box Office Battle: ‘Shazam 2’ opens with underwhelming $30.5M 03/16/23 Unusually active option classes on open March 16th 03/15/23 Meta Platforms (Facebook) call buyer realizes 189% same-day gains 03/06/23 Notable open interest changes for March 6th 02/28/23 Early notable gainers among liquid option names on February 28th 02/27/23 Notable open interest changes for February 27th 02/15/23 Notable open interest changes for February 15th 03/16/23 Alphabet call buyer realizes 17% same-day gains 02/28/23 Notable open interest changes for February 28th 02/10/23 Unusually active option classes on open February 10th 02/10/23 Notable open interest changes for February 10th 03/22/23 Notable open interest changes for March 22nd 03/07/23 Notable open interest changes for March 7th 03/03/23 Notable open interest changes for March 3rd 03/03/23 Amazon call buyer realizes 11% same-day gains
Thursday
Periodicals
Apple (AAPL) may bid for…
Apple (AAPL) may bid for the streaming rights to a range of English football games, Bloomberg's Giles Turner reports. The rights under consideration, which would increase competition with Amazon's (AMZN) Prime Video, would allow Apple to show Premier League games in the UK, as well as lower league matches run by the English Football League, according to people familiar with the matter. Reference Link
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03/22/23 Amazon says Fire TV surpasses 200M devices sold globally 03/21/23 Amazon Web Services, Nvidia enter multi-part collaboration for AI infrastructure 03/21/23 Nvidia announces availability of new products featuring H100 Tensor Core GPU 03/20/23 Amazon's Twitch lays off just over 400 staff 03/14/23 Apple launches Shop with a Specialist over Video 03/09/23 Apple says Apple Music Classical releases March 28 03/08/23 Apple backs new music startup Gamma 03/07/23 Sonos to add support for spatial audio on Apple Music 03/21/23 Morgan Stanley Microsoft app store longer-term Apple risk 'worth watching,' says Morgan Stanley 03/16/23 Susquehanna Qualcomm upgraded at Susquehanna with China opening, Apple 'de-risked' 03/14/23 Evercore ISI Apple premium to big tech 'justified,' could expand further, says Evercore ISI 03/10/23 LightShed Partners Apple cut to Sell at LightShed on more conservative outlook for iPhone sales 03/21/23 Loop Capital Best Buy price gap relative to Amazon widens, says Loop Capital 03/21/23 JMP Securities JMP analysis of Amazon data shows Peloton position strengthening 03/21/23 Citi Citi says Amazon becoming more profitable with job cuts 03/16/23 JPMorgan Amazon investor sentiment near multi-year lows, says JPMorgan 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 02/02/23 Apple reports Q1 EPS $1.88, consensus $1.94 02/02/23 Notable companies reporting after market close 10/27/22 Apple reports Q4 EPS $1.29, consensus $1.17 10/27/22 Notable companies reporting after market close 03/20/23 Amazon laying off another 9,000 employees, Bloomberg reports 03/20/23 FTC reviewing Amazon.com's acquisition of iRobot, Politico reports 03/14/23 Amazon targets 2024 launch of first Kuiper internet satellites, Reuters reports 03/13/23 Amazon, Rivian in discussions to drop exclusivity part of van deal, WSJ says 03/21/23 Apple seeking India labor reform to expand local production, Bloomberg reports 03/20/23 Microsoft prepares to launch mobile games store, FT reports 03/16/23 Foxconn to make AirPods for first time, Reuters reports 03/15/23 Spotify's Soderstrom says HiFi still 'coming at some point,' The Verge reports 03/20/23 What You Missed On Wall Street On Monday 03/20/23 What You Missed On Wall Street This Morning 03/20/23 What You Missed This Week in EVs and Clean Energy 03/19/23 Box Office Battle: ‘Shazam 2’ opens with underwhelming $30.5M 03/21/23 What You Missed This Week in Video Games 03/18/23 Buy/Sell: Wall Street's top 10 stock calls this week 03/16/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/14/23 What You Missed On Wall Street On Tuesday 03/07/23 Notable open interest changes for March 7th 03/03/23 Notable open interest changes for March 3rd 03/03/23 Amazon call buyer realizes 11% same-day gains 03/22/23 Notable open interest changes for March 22nd 03/21/23 Notable open interest changes for March 21st 03/15/23 Notable open interest changes for March 15th 03/14/23 Notable open interest changes for March 14th
Wednesday
Hot Stocks
Amazon announced the…
Amazon announced the expansion of its Amazon-built TV family. The Amazon-built TV lineup will now include three new sizes of the Fire TV Omni QLED Series lineup, which includes the Fire TV Ambient Experience; and introduce the affordable Fire TV 2-Series which starts at just $199.99. Amazon also is launching its Amazon-built TVs in more countries, bringing the Omni QLED Series, Fire TV 4-Series, and the new Fire TV 2-Series to the United Kingdom, Germany, and Mexico for the first time. "We continue to hear from customers that most smart TVs just aren't all that smart-and they're turning to Fire TV to deliver a truly intelligent and intuitive TV experience. With over 200 million streaming players and smart TVs sold globally, our relentless focus on making TVs actually smart is resonating with customers around the world. In fact, televisions are the fastest growing segment in the Fire TV business," said Daniel Rausch, vice president of Amazon Entertainment Devices and Services.
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03/21/23 Amazon Web Services, Nvidia enter multi-part collaboration for AI infrastructure 03/21/23 Nvidia announces availability of new products featuring H100 Tensor Core GPU 03/20/23 Amazon's Twitch lays off just over 400 staff 03/20/23 Amazon CEO says to eliminate about 9,000 more positions in 'next few weeks' 03/21/23 Loop Capital Best Buy price gap relative to Amazon widens, says Loop Capital 03/21/23 JMP Securities JMP analysis of Amazon data shows Peloton position strengthening 03/21/23 Citi Citi says Amazon becoming more profitable with job cuts 03/16/23 JPMorgan Amazon investor sentiment near multi-year lows, says JPMorgan 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 02/02/23 Notable companies reporting after market close 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 03/20/23 Amazon laying off another 9,000 employees, Bloomberg reports 03/20/23 FTC reviewing Amazon.com's acquisition of iRobot, Politico reports 03/14/23 Amazon targets 2024 launch of first Kuiper internet satellites, Reuters reports 03/13/23 Amazon, Rivian in discussions to drop exclusivity part of van deal, WSJ says 03/20/23 What You Missed On Wall Street On Monday 03/20/23 What You Missed On Wall Street This Morning 03/20/23 What You Missed This Week in EVs and Clean Energy 03/19/23 Box Office Battle: ‘Shazam 2’ opens with underwhelming $30.5M 03/22/23 Notable open interest changes for March 22nd 03/07/23 Notable open interest changes for March 7th 03/03/23 Notable open interest changes for March 3rd 03/03/23 Amazon call buyer realizes 11% same-day gains
Options
Tuesday's total…
Tuesday's total option volume of 40.9 million contracts resulted in net open interest growth of 5.45 million calls and 4.94 million puts. Tesla (TSLA), First Republic (FRC), Apple (AAPL) and Amazon (AMZN) saw the greatest growth. Top five new positions opened include 21k Alphabet Class A (GOOGL) Jun-23 120 calls, 21k On Holding AG (ONON) Jul-23 22.5 puts, 20k Cisco (CSCO) May-23 55 calls, 19k Credit Suisse (CS) Jan-24 1.5 calls and 18k Rite Aid (RAD) Jan-24 2 puts.
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03/21/23 EU passenger car registrations up 11.5% in February 03/20/23 Moody's upgrades Tesla's credit rating, declares outlook stable 03/14/23 Cathie Wood's ARK Investment bought 2.6K shares of Tesla today 03/13/23 Cathie Wood's ARK Investment bought 26.7K shares of Tesla today 03/22/23 Stronghold Digital reports no direct exposure to SVB, Signature, Silvergate 03/21/23 First Republic rises 34.2% 03/21/23 First Republic trading resumes 03/21/23 First Republic rises 25.7% $100.60 / +2.895 (+2.96%)
03/21/23 Amazon Web Services, Nvidia enter multi-part collaboration for AI infrastructure 03/21/23 Nvidia announces availability of new products featuring H100 Tensor Core GPU 03/20/23 Amazon's Twitch lays off just over 400 staff 03/20/23 Amazon CEO says to eliminate about 9,000 more positions in 'next few weeks' 03/14/23 Apple launches Shop with a Specialist over Video 03/09/23 Apple says Apple Music Classical releases March 28 03/08/23 Apple backs new music startup Gamma 03/07/23 Sonos to add support for spatial audio on Apple Music 03/22/23 Morgan Stanley Rivian now trading just below cash value, says Morgan Stanley 03/21/23 Morgan Stanley EV price cuts 'not a fad, but a trend,' says Morgan Stanley 03/20/23 Morgan Stanley XPeng price target raised to $12.50 from $12 at Morgan Stanley 03/20/23 Morgan Stanley Li Auto price target raised to $30 from $23 at Morgan Stanley 03/21/23 Goldman Sachs First Republic rating suspended at Goldman Sachs 03/20/23 Evercore ISI Evercore ISI suspends rating on First Republic in light of uncertainty 03/20/23 Morgan Stanley Morgan Stanley removes First Republic price target amid 'wide range of outcomes' 03/17/23 Atlantic Equities First Republic downgraded to Neutral from Overweight at Atlantic Equities 03/21/23 Morgan Stanley Microsoft app store longer-term Apple risk 'worth watching,' says Morgan Stanley 03/16/23 Susquehanna Qualcomm upgraded at Susquehanna with China opening, Apple 'de-risked' 03/14/23 Evercore ISI Apple premium to big tech 'justified,' could expand further, says Evercore ISI 03/10/23 LightShed Partners Apple cut to Sell at LightShed on more conservative outlook for iPhone sales $100.60 / +2.895 (+2.96%)
03/21/23 Loop Capital Best Buy price gap relative to Amazon widens, says Loop Capital 03/21/23 JMP Securities JMP analysis of Amazon data shows Peloton position strengthening 03/21/23 Citi Citi says Amazon becoming more profitable with job cuts 03/16/23 JPMorgan Amazon investor sentiment near multi-year lows, says JPMorgan 03/02/23 Aehr Test Systems reiterates annual guidance, comments on Tesla statements 01/25/23 Tesla reports Q4 EPS $1.19, consensus $1.13 01/25/23 Notable companies reporting after market close 10/19/22 Tesla reports Q3 EPS $1.05, consensus 99c 01/13/23 First Republic reports Q4 EPS $1.88, consensus $1.80 01/12/23 Notable companies reporting before tomorrow's open 10/14/22 First Republic reports Q3 EPS $2.21, consensus $2.18 $100.60 / +2.895 (+2.96%)
02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 02/02/23 Apple reports Q1 EPS $1.88, consensus $1.94 02/02/23 Notable companies reporting after market close 10/27/22 Apple reports Q4 EPS $1.29, consensus $1.17 10/27/22 Notable companies reporting after market close
Recommendations
Morgan Stanley analyst…
Morgan Stanley analyst Adam Jonas estimates that at $13 per share, Rivian Automotive's stock trades "just below its cash value" and that the stock price is "discounting continued cash burn that lasts for years, not quarters." From the firm's talks with investors following the Q4 conference call, Morgan Stanley notes "not just the preponderance of negative sentiment around the name, but also frustration around strategy and lack of conviction in the strategic direction of the company." While the firm understands it may take several quarters for the company to establish an execution track-record to rebuild trust with investors, Rivian (RIVN) remains the only EV start-up name the firm recommends in its U.S. coverage outside of Overweight-rated Tesla (TSLA) as the firm remains "compelled" by the company's differentiated product, scalable end markets, cost cutting potential, cash and valuation. Morgan Stanley keeps an Overweight rating and $26 price target on Rivian shares.
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03/21/23 EU passenger car registrations up 11.5% in February 03/20/23 Moody's upgrades Tesla's credit rating, declares outlook stable 03/14/23 Cathie Wood's ARK Investment bought 2.6K shares of Tesla today 03/13/23 Cathie Wood's ARK Investment bought 26.7K shares of Tesla today 02/28/23 Rivian Automotive down 6% following quarterly report 02/28/23 Rivian Automotive sees 50,000 vehicles produced in 2023 02/14/23 Greenlight buys Tenet, exits Intel in Q4 02/13/23 Soros Fund buys Horizon Therapeutics, exits BNY Mellon in Q4 03/21/23 Morgan Stanley EV price cuts 'not a fad, but a trend,' says Morgan Stanley 03/10/23 BofA Rivian Automotive resumed with Buy, reduced target at BofA 03/09/23 Mizuho Rivian Automotive price target lowered to $35 from $37 at Mizuho 03/06/23 Evercore ISI Rivian Automotive price target lowered to $25 from $35 at Evercore ISI 03/20/23 Morgan Stanley XPeng price target raised to $12.50 from $12 at Morgan Stanley 03/20/23 Morgan Stanley Li Auto price target raised to $30 from $23 at Morgan Stanley 03/13/23 Wolfe Research Tesla downgraded to Peer Perform from Outperform at Wolfe Research 03/02/23 Aehr Test Systems reiterates annual guidance, comments on Tesla statements 01/25/23 Tesla reports Q4 EPS $1.19, consensus $1.13 01/25/23 Notable companies reporting after market close 10/19/22 Tesla reports Q3 EPS $1.05, consensus 99c 02/28/23 Rivian Automotive reports Q4 adjusted EPS ($1.73), consensus ($1.94) 02/28/23 Notable companies reporting after market close 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 11/09/22 Rivian Automotive reports Q3 adjusted EPS ($1.57), consensus ($1.82) 03/21/23 Grizzly Research reports short opinion on Sigma Lithium 03/14/23 Tesla's Autopilot name lacks 'common sense,' Buttigieg tells Bloomberg 03/10/23 Tesla faces 'criminal' allegations over Berlin Gigafactory, Electrek reports 03/10/23 Tesla works with Asian material suppliers over battery concerns, Reuters report 03/13/23 Amazon, Rivian in discussions to drop exclusivity part of van deal, WSJ says 03/03/23 Rivian tells staff production of 62,000 EVs possible in 2023, Bloomberg says 03/03/23 Rivian tells staff production of 62,000 EVs possible this year, Bloomberg says 02/03/23 Rivian Automotive to expand lineup with development of e-bike, Bloomberg says 03/18/23 Opening Day: China's Intchains, ICZOOM make U.S. debut 03/14/23 What You Missed On Wall Street On Tuesday 03/14/23 What You Missed On Wall Street This Morning 03/20/23 What You Missed This Week in EVs and Clean Energy 03/13/23 What You Missed On Wall Street On Monday 03/13/23 What You Missed This Week in EVs and Clean Energy 03/10/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/21/23 Notable open interest changes for March 21st 03/20/23 Notable open interest changes for March 20th 03/14/23 Notable open interest changes for March 14th 03/13/23 Notable open interest changes for March 13th 03/08/23 Notable open interest changes for March 8th 03/07/23 Unusually active option classes on open March 7th 03/02/23 Rivian put buyer realizes 7% same-day gains 02/28/23 Rivian options imply 11.8% move in share price post-earnings
Tuesday
Hot Stocks
Amazon Web Services…
Amazon Web Services (AMZN) and NVIDIA (NVDA) announced a multi-part collaboration focused on building out the world's most scalable, on-demand artificial intelligence infrastructure optimized for training increasingly complex large language models and developing generative AI applications. The joint work features next-generation Amazon Elastic Compute Cloud P5 instances powered by NVIDIA H100 Tensor Core GPUs and AWS's state-of-the-art networking and scalability that will deliver up to 20 exaFLOPS of compute performance for building and training the largest deep learning models. P5 instances will be the first GPU-based instance to take advantage of AWS's second-generation Elastic Fabric Adapter networking, which provides 3,200 Gbps of low-latency, high bandwidth networking throughput, enabling customers to scale up to 20,000 H100 GPUs in EC2 UltraClusters for on-demand access to supercomputer-class performance for AI.
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03/21/23 Nvidia selects Oracle Cloud Infrastructure for AI services 03/21/23 Nvidia announces six new RTX Ada Lovelace architecture GPUs 03/21/23 Nvidia, Adobe to co-develop new generation of advanced generative AI models 03/21/23 Nvidia announces availability of new products featuring H100 Tensor Core GPU 03/20/23 Amazon's Twitch lays off just over 400 staff 03/20/23 Amazon CEO says to eliminate about 9,000 more positions in 'next few weeks' 03/17/23 Amazon stops selling magazines and newspapers through Kindle Newsstand 03/21/23 Loop Capital Best Buy price gap relative to Amazon widens, says Loop Capital 03/21/23 JMP Securities JMP analysis of Amazon data shows Peloton position strengthening 03/21/23 Citi Citi says Amazon becoming more profitable with job cuts 03/16/23 JPMorgan Amazon investor sentiment near multi-year lows, says JPMorgan 03/21/23 Exane BNP Paribas Nvidia upgraded to Neutral from Underperform at Exane BNP Paribas 03/20/23 Baird Nvidia price target raised to $300 from $230 at Baird 03/20/23 BofA Nvidia's GTC to reinforce AI leadership, says BofA 03/17/23 Citi Nvidia price target raised to $305 from $245 at Citi 02/22/23 Nvidia sees Q1 revenue $6.5B plus of minus 2%, consensus $6.33B 02/22/23 Nvidia reports Q4 EPS 88c, consensus 81c 02/22/23 Notable companies reporting after market close 11/16/22 Nvidia sees Q4 revenue $6B, +/- 2%, consensus $6.09B 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 02/02/23 Notable companies reporting after market close 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 03/21/23 TSMC seeing Nvidia ramp up pace of orders, DigiTimes reports 03/10/23 U.S. to further tighten chip gear export to China restrictions, Bloomberg says 03/10/23 U.S. to further tighten chip gear export to China restrictions, Bloomberg says 03/08/23 Microsoft offers to license 'Call of Duty' to Sony for 10 years, Reuters says 03/20/23 Amazon laying off another 9,000 employees, Bloomberg reports 03/20/23 FTC reviewing Amazon.com's acquisition of iRobot, Politico reports 03/14/23 Amazon targets 2024 launch of first Kuiper internet satellites, Reuters reports 03/13/23 Amazon, Rivian in discussions to drop exclusivity part of van deal, WSJ says 03/21/23 What You Missed On Wall Street This Morning 03/17/23 What You Missed On Wall Street On Friday 03/17/23 What You Missed On Wall Street This Morning 03/17/23 Here's What You Missed in Crypto This Week 03/20/23 What You Missed On Wall Street On Monday 03/20/23 What You Missed On Wall Street This Morning 03/20/23 What You Missed This Week in EVs and Clean Energy 03/19/23 Box Office Battle: ‘Shazam 2’ opens with underwhelming $30.5M 03/20/23 Notable open interest changes for March 20th 03/20/23 NVIDIA put buyer realizes 16% same-day gains 03/17/23 Early notable gainers among liquid option names on March 17th 03/17/23 Unusually active option classes on open March 17th 03/07/23 Notable open interest changes for March 7th 03/03/23 Notable open interest changes for March 3rd 03/03/23 Amazon call buyer realizes 11% same-day gains 03/02/23 Notable open interest changes for March 2nd
Hot Stocks
NVIDIA (NVDA) and key…
NVIDIA (NVDA) and key partners today announced the availability of new products and services featuring the NVIDIA H100 Tensor Core GPU to address rapidly growing demand for generative AI training and inference. Oracle Cloud Infrastructure (ORCL) announced the limited availability of new OCI Compute bare-metal GPU instances featuring H100 GPUs. Additionally, Amazon Web Services (AMZN) announced its forthcoming EC2 UltraClusters of Amazon EC2 P5 instances, which can scale in size up to 20,000 interconnected H100 GPUs. This follows Microsoft Azure's (MSFT) private preview announcement last week for its H100 virtual machine, ND H100 v5. Additionally, Meta (META) has now deployed its H100-powered Grand Teton AI supercomputer internally for its AI production and research teams.
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Loop Capital analyst…
Loop Capital analyst Anthony Chukumba states that according to Loop's quarterly pricing study, the price gap between products sold at Best Buy (BBY) has widened to 2.1% on average from 0.9% in December when compared against Amazon.com (AMZN). The analyst states however that Best Buy prices "remain very competitive", and while the firm has a cautious view on the company's near-term fundamentals, it is bullish over the long-term. Loop Capital also keeps its Buy rating and $110 price target on Best Buy shares.
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