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ASML

05/18/23 Barclays: ASML price target lowered to EUR 620 from EUR 630 at Barclays

04/25/23 Stifel: ASML downgraded to Hold from Buy at Stifel

04/21/23 Barclays: ASML price target lowered to EUR 630 from EUR 640 at Barclays

04/20/23 Deutsche Bank: ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank

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Options	Largest borrow rate increases among liquid names » 08:45 06/01/23 06/01 08:45 06/01/23 08:45 GETY Getty Images $4.68 / -0.07 (-1.47%) , BYND Beyond Meat $10.15 / -0.165 (-1.60%) , GOLD Barrick Gold $16.90 / +0.125 (+0.75%) , FRCB First Republic Bank / + , DWAC Digital World Acquisition $12.90 / +0.03 (+0.23%) , PAGP Plains GP Holdings $13.60 / -0.415 (-2.96%) , ASML ASML $722.77 / -5.33 (-0.73%) , SBGI Sinclair Broadcast $15.36 / -0.375 (-2.38%) , AI C3.ai $40.01 / -3.98 (-9.05%) , W Wayfair $40.30 / -0.47 (-1.15%) Latest data shows the… Story temporarily locked. To read stories as they happen please subscribe, Login above, or return tomorrow Get Free Trial ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options W SBGI PAGP GOLD GETY FRCB DWAC BYND ASML AI W Wayfair $40.30 / -0.47 (-1.15%) 05/15/23 Canadian Solar subsidiary signs aggregation deal for 100MW in Texas 02/23/23 Wayfair falls -25.3% 02/23/23 Wayfair reports 22.1M active customers as of Dec. 31, 2022, down 19% y/y 01/24/23 Wayfair trading resumes SBGI Sinclair Broadcast $15.36 / -0.375 (-2.38%) 05/24/23 Sinclair Broadcast shareholders approve company reorganization 05/03/23 Sinclair Broadcast sees FY23 capital expenditures $115M-$120M 04/12/23 Sinclair Broadcast, Nielsen announce multi-year renewal agreement 04/12/23 Sinclair announces distribution pact with YouTube TV PAGP Plains GP Holdings $13.60 / -0.415 (-2.96%) 05/08/23 Plains GP Holdings CEO buys $993.5K in common stock GOLD Barrick Gold $16.90 / +0.125 (+0.75%) 05/15/23 Midland enters definitive agreement with Barrick on Patris property 04/13/23 Barrick Gold reports preliminary Q1 sales, production of gold, copper 04/04/23 Midland enters binding term sheet to option Patris property to Barrick Gold 03/20/23 Barrick pledges $30M towards school development in partnership with Tanzania GETY Getty Images $4.68 / -0.07 (-1.47%) 06/01/23 Getty Images, iStock launch Creative Accelerator Program 05/24/23 Getty Images falls -11.0% 05/10/23 Getty Images announces amended, upsized $150M revolving credit facility 04/25/23 Getty Images down 6% after saying Trillium proposal not 'sufficiently credible' FRCB First Republic Bank / + 05/25/23 CRE exposure may pressure ratings of regional banks, Fitch Ratings says DWAC Digital World Acquisition $12.90 / +0.03 (+0.23%) 05/24/23 Digital World Acquisition gets Nasdaq notice related to delayed quarterly report 04/25/23 Digital World Acquisition discloses listing compliance notice from Nasdaq 04/12/23 Digital World Acquisition names Frank Andrews as non-executive board chairman 03/22/23 Digital World Acquisition terminates Chairman and CEO Patrick Orlando BYND Beyond Meat $10.15 / -0.165 (-1.60%) 05/10/23 Beyond Meat planning major retail marketing push 05/09/23 Beyond Meat's Beyond Steak certified by AHA's Heart-Check Program 02/23/23 Beyond Meat 'encouraged' by 14% improvement in margin expansion 02/23/23 Beyond Meat up 15% after reporting Q4 earnings results ASML ASML $722.77 / -5.33 (-0.73%) 05/15/23 Lone Pine boosts Salesforce stake, reduces Visa, Mastercard stakes 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 AI C3.ai $40.01 / -3.98 (-9.05%) 05/31/23 C3.ai falls 15% to $34.47 after Q4 results, FY24 guidance 05/31/23 C3.ai falls -9.5% 05/31/23 C3.ai falls -9.2% 05/25/23 C3.ai director sells $726K in common stock GETY BYND GOLD FRCB DWAC PAGP ASML SBGI AI W GETY Getty Images $4.68 / -0.07 (-1.47%) 05/12/23 Wedbush Getty Images price target raised to $7.70 from $6.00 at Wedbush 05/12/23 Benchmark Getty Images price target raised to $8 from $7 at Benchmark 05/08/23 JPMorgan Getty Images initiated with a Neutral at JPMorgan 04/28/23 Imperial Capital Getty Images initiated with an In-Line at Imperial Capital BYND Beyond Meat $10.15 / -0.165 (-1.60%) 06/01/23 Barclays Beyond Meat price target lowered to $9 from $10 at Barclays 05/12/23 Mizuho Beyond Meat price target lowered to $12 from $20 at Mizuho 05/11/23 BMO Capital Beyond Meat price target lowered to $14 from $16 at BMO Capital 05/11/23 Barclays Beyond Meat Q1 report 'step in the right direction,' says Barclays GOLD Barrick Gold $16.90 / +0.125 (+0.75%) 04/21/23 Barclays Barrick Gold price target raised to $28 from $26 at Barclays 04/20/23 Stifel Barrick Gold price target raised to C$30 from C$29 at Stifel 04/18/23 National Bank Barrick Gold price target raised to C$32 from C$28 at National Bank 02/23/23 National Bank Barrick Gold price target lowered to C$28 from C$29 at National Bank FRCB First Republic Bank / + DWAC Digital World Acquisition $12.90 / +0.03 (+0.23%) PAGP Plains GP Holdings $13.60 / -0.415 (-2.96%) 04/25/23 Morgan Stanley Plains GP Holdings price target raised to $17 from $16 at Morgan Stanley 04/21/23 Raymond James Plains GP Holdings upgraded to Strong Buy from Outperform at Raymond James 04/18/23 Barclays Plains GP Holdings price target raised to $15 from $13 at Barclays 02/01/23 Mizuho Plains GP Holdings price target raised to $17 from $15 at Mizuho ASML ASML $722.77 / -5.33 (-0.73%) 05/18/23 Barclays ASML price target lowered to EUR 620 from EUR 630 at Barclays 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank SBGI Sinclair Broadcast $15.36 / -0.375 (-2.38%) 05/09/23 Deutsche Bank Sinclair Broadcast price target lowered to $18 from $22 at Deutsche Bank 05/03/23 EF Hutton Sinclair Broadcast price target lowered to $25 from $38 at EF Hutton 04/18/23 Deutsche Bank Sinclair Broadcast price target raised to $22 from $21 at Deutsche Bank 02/22/23 Wells Fargo Sinclair Broadcast price target lowered to $15 from $16 at Wells Fargo AI C3.ai $40.01 / -3.98 (-9.05%) 06/01/23 Piper Sandler C3.ai price target raised to $29 from $23 at Piper Sandler 06/01/23 Morgan Stanley C3.ai price target raised to $20 from $12 at Morgan Stanley 06/01/23 Wedbush Wedbush upgrades C3.ai to Outperform, raises price target to $50 from $24 06/01/23 BofA C3.ai price target raised to $18 from $16 at BofA W Wayfair $40.30 / -0.47 (-1.15%) 05/30/23 JPMorgan Wayfair added to Analyst Focus List at JPMorgan 05/25/23 Truist Wayfair price target raised to $53 from $52 at Truist 05/05/23 DA Davidson Wayfair price target raised to $57 from $49 at DA Davidson 05/05/23 Loop Capital Wayfair price target lowered to $25 from $30 at Loop Capital W SBGI GOLD GETY BYND ASML AI W Wayfair $40.30 / -0.47 (-1.15%) 05/04/23 Wayfair sees Q2 revenue up just below 10%, consensus $3.08B 05/04/23 Wayfair reports Q1 adjusted EPS ($1.13), consensus ($1.76) 05/03/23 Notable companies reporting before tomorrow's open SBGI Sinclair Broadcast $15.36 / -0.375 (-2.38%) 05/03/23 Sinclair Broadcast sees Q2 revenue $757M-$773M, consensus $780.47M 05/03/23 Sinclair Broadcast sees Q2 revenue $757M-$773M, consensus 05/03/23 Sinclair Broadcast reports Q1 EPS $2.64, consensus (60c) 02/22/23 Sinclair Broadcast sees Q1 revenue $768M-$787M, consensus $775.83M GOLD Barrick Gold $16.90 / +0.125 (+0.75%) 05/03/23 Barrick Gold reports Q1 adjusted EPS 14c, consensus 11c 02/15/23 Barrick Gold reports Q4 adjusted EPS 13c, consensus 12c 02/15/23 Barrick Gold reports Q4 adjusted EPS 13c, consensus 12c GETY Getty Images $4.68 / -0.07 (-1.47%) 05/11/23 Getty Images sees FY23 revenue $936M-$963M, consensus $947.49M 05/11/23 Getty Images reports Q1 EPS 1c, consensus 4c BYND Beyond Meat $10.15 / -0.165 (-1.60%) 05/10/23 Beyond Meat sees Q2 revenue up 15% q/q, consensus $122.02M 05/10/23 Beyond Meat sees FY23 revenue $375M-$415M, consensus $390.44M 05/10/23 Beyond Meat reports Q1 EPS (92c), consensus ($1.01) 05/10/23 Notable companies reporting after market close ASML ASML $722.77 / -5.33 (-0.73%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% AI C3.ai $40.01 / -3.98 (-9.05%) 05/31/23 C3.ai guides initial FY24 revenue $295M-$320M, consensus $317.1M 05/31/23 C3.ai sees Q1 revenue $70.0M-$72.5M, consensus $71.6M 05/31/23 C3.ai reports Q4 EPS (13c), consensus (17c) 05/31/23 Notable companies reporting after market close W SBGI GOLD FRCB DWAC BYND ASML AI W Wayfair $40.30 / -0.47 (-1.15%) 01/19/23 Wayfair to lay off more than 1,000 employees, WSJ says SBGI Sinclair Broadcast $15.36 / -0.375 (-2.38%) 03/30/23 YES launches streaming service for Yankees, Nets, WSJ reports 03/02/23 ESPN looking to be hub of all live sports streaming, CNBC reports 02/15/23 Sinclair Broadcast's Diamond Sports preparing to file for bankruptcy, WSJ says 12/19/22 Sinclair Broadcast's Diamond Sports headed toward bankruptcy filing, NYP reports GOLD Barrick Gold $16.90 / +0.125 (+0.75%) 05/03/23 Barrick Gold chief passes on Teck for now, amid Glencore moves, Bloomberg says FRCB First Republic Bank / + 05/25/23 JPMorgan informs some First Republic staff of layoffs, Reuters says 05/24/23 DOJ probing trading by First Republic employees amid collapse, Bloomberg says 05/24/23 DOJ probing trading by First Republic employees amid collapse, Bloomberg says 05/05/23 SEC probing trades by First Republic executives, Bloomberg reports DWAC Digital World Acquisition $12.90 / +0.03 (+0.23%) 04/02/23 SPAC tied to Trump Media rushing to complete deal, NY Times says 01/23/23 Trump doesn't want to renew Truth Social exclusivity contract, RS reports BYND Beyond Meat $10.15 / -0.165 (-1.60%) 02/16/23 Beyond Meat, Oatly speculated as 'attractive' targets, Dealreporter says 02/02/23 Beyond Meat revamps retail sales strategy around five grocers, WSJ says 01/31/23 Beef prices to spike with U.S. cattle herd falling, Bloomberg says 01/30/23 Beyond Meat rival Impossible Foods to axe 20% of staff, Bloomberg reports ASML ASML $722.77 / -5.33 (-0.73%) 05/17/23 Micron set to land about $1.5B from Japan to make next-gen chips, Bloomberg says 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says AI C3.ai $40.01 / -3.98 (-9.05%) 05/15/23 C3.ai CEO tells CNBC audit committee found short report 'just unmitigated muck' 05/15/23 C3.ai CEO tells CNBC conducting independent investigation after short report 04/04/23 C3.ai tells Bloomberg Kerrisdale making 'transparent attempt' to hurt stock 04/04/23 Kerrisdale discloses letter sent to SEC regarding C3.ai W SBGI GOLD GETY FRCB DWAC BYND ASML AI W Wayfair $40.30 / -0.47 (-1.15%) 05/08/23 Fly Intel: After-Hours Movers 05/04/23 Fly Intel: Pre-market Movers 02/23/23 What You Missed On Wall Street On Thursday 02/23/23 What You Missed On Wall Street This Morning SBGI Sinclair Broadcast $15.36 / -0.375 (-2.38%) 12/19/22 What You Missed On Wall Street On Monday 12/19/22 What You Missed On Wall Street This Morning 12/19/22 Fly Intel: Pre-market Movers 12/08/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations GOLD Barrick Gold $16.90 / +0.125 (+0.75%) 04/04/23 What You Missed On Wall Street On Tuesday 04/04/23 What You Missed On Wall Street This Morning 02/15/23 What You Missed On Wall Street On Wednesday 02/15/23 What You Missed On Wall Street This Morning GETY Getty Images $4.68 / -0.07 (-1.47%) 04/24/23 What You Missed On Wall Street On Monday 04/24/23 What You Missed On Wall Street This Morning FRCB First Republic Bank / + 05/26/23 What You Missed On Wall Street On Friday 05/26/23 What You Missed On Wall Street This Morning 05/25/23 What You Missed On Wall Street On Thursday DWAC Digital World Acquisition $12.90 / +0.03 (+0.23%) 03/31/23 Fly Intel: Pre-market Movers 03/30/23 Fly Intel: After-Hours Movers BYND Beyond Meat $10.15 / -0.165 (-1.60%) 05/27/23 Short Report: Bears reload on Mobileye after sharp gains in stock price 05/10/23 Fly Intel: After-Hours Movers 02/24/23 What You Missed On Wall Street On Friday 02/24/23 What You Missed On Wall Street This Morning ASML ASML $722.77 / -5.33 (-0.73%) 03/08/23 What You Missed On Wall Street On Wednesday AI C3.ai $40.01 / -3.98 (-9.05%) 05/31/23 Fly Intel: After-Hours Movers 05/24/23 Fly Intel: After-Hours Movers 05/15/23 What You Missed On Wall Street On Monday 05/15/23 What You Missed On Wall Street This Morning 05/31/23 51st Annual Technology, Media & Telecom Conference 08/02/23 Sinclair Broadcast - SBGI 08/02/23 Plains GP Holdings - PAGP 06/07/23 Getty Images Holdings W GOLD GETY FRCB DWAC BYND ASML AI W Wayfair $40.30 / -0.47 (-1.15%) 05/30/23 Wayfair call volume above normal and directionally bullish 05/08/23 Wayfair put volume heavy and directionally bearish 05/04/23 Unusually active option classes on open May 4th 05/01/23 Unusually active option classes on open May 1st GOLD Barrick Gold $16.90 / +0.125 (+0.75%) 04/05/23 Notable open interest changes for April 5th 04/04/23 Barrick Gold call volume above normal and directionally bullish 03/24/23 Barrick Gold call volume above normal and directionally bullish 03/20/23 Barrick Gold call volume above normal and directionally bullish GETY Getty Images $4.68 / -0.07 (-1.47%) 05/31/23 Largest borrow rate increases among liquid names 05/25/23 Largest borrow rate increases among liquid names 05/12/23 Largest borrow rate increases among liquid names 05/11/23 Getty Images options imply 13.3% move in share price post-earnings FRCB First Republic Bank / + 05/30/23 Largest borrow rate increases among liquid names DWAC Digital World Acquisition $12.90 / +0.03 (+0.23%) 04/24/23 Digital World Acquisition Corp call volume above normal and directionally bullish 04/21/23 Digital World Acquisition Corp call volume above normal and directionally bullish 04/04/23 Digital World Acquisition Corp call volume above normal and directionally bullish 04/03/23 Digital World Acquisition Corp call volume above normal and directionally bullish BYND Beyond Meat $10.15 / -0.165 (-1.60%) 05/23/23 Beyond Meat call volume above normal and directionally bullish 05/15/23 Beyond Meat put volume heavy and directionally bearish 05/10/23 Beyond Meat options imply 16.0% move in share price post-earnings 03/30/23 Beyond Meat call volume above normal and directionally bullish ASML ASML $722.77 / -5.33 (-0.73%) 05/24/23 ASML put volume heavy and directionally bearish 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish AI C3.ai $40.01 / -3.98 (-9.05%) 05/31/23 C3 AI options imply 20.3% move in share price post-earnings 05/26/23 C3 AI call volume above normal and directionally bullish 05/26/23 Unusually active option classes on open May 26th 05/26/23 Largest borrow rate increases among liquid names

Over a week ago
Options	ASML put volume heavy and directionally bearish » 12:15 05/24/23 05/24 12:15 05/24/23 12:15 ASML ASML $666.71 / -15.08 (-2.21%) Bearish flow noted in… Bearish flow noted in ASML with 2,303 puts trading, or 1.6x expected. Most active are 5/26 weekly 680 calls and 6/2 weekly 550 puts, with total volume in those strikes near 820 contracts. The Put/Call Ratio is 1.54, while ATM IV is up nearly 2 points on the day. Earnings are expected on July 19th. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options ASML ASML $666.71 / -15.08 (-2.21%) 05/15/23 Lone Pine boosts Salesforce stake, reduces Visa, Mastercard stakes 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 ASML ASML $666.71 / -15.08 (-2.21%) 05/18/23 Barclays ASML price target lowered to EUR 620 from EUR 630 at Barclays 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank ASML ASML $666.71 / -15.08 (-2.21%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% ASML ASML $666.71 / -15.08 (-2.21%) 05/17/23 Micron set to land about $1.5B from Japan to make next-gen chips, Bloomberg says 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says ASML ASML $666.71 / -15.08 (-2.21%) 03/08/23 What You Missed On Wall Street On Wednesday ASML ASML $666.71 / -15.08 (-2.21%) 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish
Recommendations	ASML price target lowered to EUR 620 from EUR 630 at Barclays » 15:25 05/18/23 05/18 15:25 05/18/23 15:25 ASML ASML $694.83 / +24.445 (+3.65%) Barclays analyst Simon… Barclays analyst Simon Coles lowered the firm's price target on ASML to EUR 620 from EUR 630 and keeps an Equal Weight rating on the shares. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options ASML ASML $694.83 / +24.445 (+3.65%) 05/15/23 Lone Pine boosts Salesforce stake, reduces Visa, Mastercard stakes 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 ASML ASML $694.83 / +24.445 (+3.65%) 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse ASML ASML $694.83 / +24.445 (+3.65%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% ASML ASML $694.83 / +24.445 (+3.65%) 05/17/23 Micron set to land about $1.5B from Japan to make next-gen chips, Bloomberg says 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says ASML ASML $694.83 / +24.445 (+3.65%) 03/08/23 What You Missed On Wall Street On Wednesday 05/23/23 9th Annual Berenberg European Conference 2023 ASML ASML $694.83 / +24.445 (+3.65%) 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish
Periodicals	Micron set to land about $1.5B from Japan to make next-gen chips, Bloomberg says » 19:10 05/17/23 05/17 19:10 05/17/23 19:10 MU Micron $64.91 / +1.19 (+1.87%) , ASML ASML $670.28 / +18.2 (+2.79%) Micron (MU) is set to be… Micron (MU) is set to be awarded financial incentives totaling about Y200B or $1.5B by Japan government to make next-generation memory chips in the country, Bloomberg's Takashi Mochizuki and Ian King report, citing people with discussions. Micron will then use the funds to install EUV chipmaking equipment from ASML Holding (ASML) at its Hiroshiba facility to produce DRAM chips, the report states. A formal announcement could come after Japan Prime Minister Kishida meets with a delegation of chip company executives, Bloomberg reports. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options MU ASML MU Micron $64.91 / +1.19 (+1.87%) 05/16/23 Micron launches two data center drives 04/23/23 Fly Intel: Top five weekend stock stories 04/20/23 Micron enters settlement agreement with DOJ over employment discrimination 04/18/23 EU takes on US and Asia with EUR 43B chip subsidy plan ASML ASML $670.28 / +18.2 (+2.79%) 05/15/23 Lone Pine boosts Salesforce stake, reduces Visa, Mastercard stakes 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 MU ASML MU Micron $64.91 / +1.19 (+1.87%) 05/05/23 Citi Citi sees DRAM recovery in second half, keeps Buy on Micron 04/26/23 Susquehanna Susquehanna iPhone build forecast cut after partner checks 04/13/23 New Street New Street gives Micron Street-high target, says 'past the bottom' 04/13/23 New Street Micron price target raised to $100 from $75 at New Street ASML ASML $670.28 / +18.2 (+2.79%) 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse MU ASML MU Micron $64.91 / +1.19 (+1.87%) 03/28/23 Micron sees Q3 adjusted EPS ($1.65)-($1.51), consensus (90c) 03/28/23 Micron reports Q2 adjusted EPS ($1.91), consensus (86c) 03/28/23 Notable companies reporting after market close 03/02/23 Micron sees lower margins in fiscal Q3 than previously expected ASML ASML $670.28 / +18.2 (+2.79%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% MU ASML MU Micron $64.91 / +1.19 (+1.87%) 05/14/23 G-7 leaders expected to take aim at Chinese 'economic coercion,' WSJ says 04/23/23 Nvidia, others can benefit from falling dollar, Barron's says 04/05/23 EU to likely strike agreement on Chips Act on April 18, Reuters reports 04/04/23 China's Micron review marks major retaliation against sanctions, NYT says ASML ASML $670.28 / +18.2 (+2.79%) 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports MU ASML MU Micron $64.91 / +1.19 (+1.87%) 04/10/23 What You Missed On Wall Street On Monday 04/10/23 What You Missed On Wall Street This Morning 04/10/23 Fly Intel: Pre-market Movers 04/04/23 What You Missed On Wall Street On Tuesday ASML ASML $670.28 / +18.2 (+2.79%) 03/08/23 What You Missed On Wall Street On Wednesday 05/23/23 9th Annual Berenberg European Conference 2023 MU ASML MU Micron $64.91 / +1.19 (+1.87%) 04/24/23 Largest borrow rate increases among liquid names 04/10/23 Micron call volume above normal and directionally bullish 04/10/23 Early notable gainers among liquid option names on April 10th 04/10/23 Unusually active option classes on open April 10th ASML ASML $670.28 / +18.2 (+2.79%) 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish
Hot Stocks	Lone Pine boosts Salesforce stake, reduces Visa, Mastercard stakes » 16:14 05/15/23 05/15 16:14 05/15/23 16:14 KKR KKR $49.06 / +0.545 (+1.12%) , BILL Bill $97.62 / +3.9 (+4.16%) , TMO Thermo Fisher $523.51 / -1.07 (-0.20%) , FCNCA First Citizens $1,265.56 / +30.81 (+2.50%) , EFX Equifax $205.42 / +1.505 (+0.74%) , CRM Salesforce $203.03 / +1.135 (+0.56%) , ASML ASML $655.38 / +8.16 (+1.26%) , FND Floor & Decor $92.20 / -0.38 (-0.41%) , EPAM Epam Systems $236.69 / +6.895 (+3.00%) , VAL Valaris $59.88 / +0.42 (+0.71%) , BBWI Bath & Body Works $33.59 / +0.59 (+1.79%) , UNH UnitedHealth $486.72 / -4.39 (-0.89%) , AMZN Amazon.com $111.22 / +0.96 (+0.87%) , V Visa $232.60 / +1.18 (+0.51%) , MA MasterCard $383.05 / +1.055 (+0.28%) , WDAY Workday $185.43 / +2.55 (+1.39%) , MSFT Microsoft $309.30 / +0.3 (+0.10%) , TSM TSMC $85.66 / +2.24 (+2.69%) Stephen Mandel's… Stephen Mandel's Lone Pine Capital disclosed in an SEC filing its holdings as of March 31, 2023. Lone Pine's two new buys during the first quarter included, by size of position, KKR & Co (KKR) and Bill Holdings (BILL). Lone Pine exited three positions during the quarter, including by size of previous position, Thermo Fisher (TMO), First Citizens BancShares (FCNCA), and Equifax (EFX). Lone Pine increased its stake in eight holdings, including by size of previous position, Salesforce (CRM), ASML (ASML), Floor & Decor (FND), EPAM Systems (EPAM), and Valaris (VAL). Lone Pine reduced its stake in 14 holdings, including by size of previous position, Bath & Body Words (BBWI), UnitedHealth (UNH), Amazon (AMZN), Visa (V), and Mastercard (MA). Lone Pine's top holdings as of March 31, in order of size, were Workday (WDAY), Microsoft (MSFT), Taiwan Semiconductor (TSM), Bath & Body Works, and Amazon. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options WDAY VAL V UNH TSM TMO MSFT MA KKR FND FCNCA EPAM EFX CRM BILL BBWI ASML AMZN WDAY Workday $185.43 / +2.55 (+1.39%) 04/09/23 Mark McLaughlin joins Snowflake Board of Directors 02/27/23 Workday sees FY24 subscription revenue at $6.525B-$6.575B 02/14/23 Tiger Global boosts stakes in Visa, Mastercard, reduces position in Microsoft VAL Valaris $59.88 / +0.42 (+0.71%) 03/20/23 Valaris to replace FICO in S&P 400 at open on 3/20 12/15/22 Valaris announces contract awards with backlog of roughly $275M 11/21/22 Valaris announces contract award for drillship VALARIS DS-12 V Visa $232.60 / +1.18 (+0.51%) 05/15/23 Tiger Management adds Nvidia in Q1, sells out of Toast and Chevron 05/11/23 Stack Capital's Prove Identity selected by Visa, FanDeul to provide verification 04/25/23 Visa reports Q2 payments volume up 10% from last year 04/25/23 AMC Theatres launches AMC Entertainment Visa Card UNH UnitedHealth $486.72 / -4.39 (-0.89%) 05/11/23 NY DFS announces $4.6M settlements with student health insurers 05/07/23 Fly Intel: Top five weekend stock stories 04/28/23 Neuronetics announces expanded TMS access through United HealthCare TSM TSMC $85.66 / +2.24 (+2.69%) 04/17/23 Cadence Design extends collaboration with TSMC, Microsoft 04/10/23 Global PC shipments fell 29% in first quarter of 2023, IDC reports TMO Thermo Fisher $523.51 / -1.07 (-0.20%) 05/09/23 Pfizer, Thermo Fisher enter pact to expand access to NGS-based testing 04/30/23 Fly Intel: Top five weekend stock stories 04/24/23 Thermo Fisher, Devyser Diagnostics enter NGS products distribution agreement 04/10/23 PhenomeX appoints Silvester to board of directors MSFT Microsoft $309.30 / +0.3 (+0.10%) 05/15/23 Activision up 1% to $77.94 after EU approves proposed Microsoft buyout 05/15/23 European Commission approves Activision takeover by Microsoft MA MasterCard $383.05 / +1.055 (+0.28%) 05/09/23 Expedia, MasterCard expand partnership with 'Travel with Rewards' 04/27/23 MasterCard says DOJ investigating debit program and competition 04/27/23 MasterCard: Business fundamentals remain strong, consumer spending 'healthy' 04/27/23 MasterCard: Switched volumes up 17% so far in April KKR KKR $49.06 / +0.545 (+1.12%) 05/12/23 KKR raises majority stake in Seiyu with acquisition of Rakuten shares 05/11/23 KKR to acquire Industrial Physics terms undisclosed 05/03/23 Epic Games' 'Fortnite' now available on Amazon Luna 05/02/23 KKR to acquire CoolIT Systems FND Floor & Decor $92.20 / -0.38 (-0.41%) 02/23/23 Floor & Decor reports Q4 SSS up 2.5% 11/29/22 Floor & Decor names Bryan Langley CFO FCNCA First Citizens $1,265.56 / +30.81 (+2.50%) 03/31/23 First Citizens reports FDIC exercises $500M appreciation right in SVB deal 03/27/23 First Citizens 'encouraged' by SVB's strong underwriting 03/27/23 First Citizens: Capital ratios remains robust after SVB pact 03/27/23 First Citizens enters whole bank purchase of Silicon Valley Bridge Bank EPAM Epam Systems $236.69 / +6.895 (+3.00%) 02/16/23 Epam Systems announces $500M share repurchase program EFX Equifax $205.42 / +1.505 (+0.74%) 04/20/23 Equifax receives CID from CFPB amid consumer dispute probe 04/19/23 Equifax CEO says 'we are off to a strong start in 2023' 04/11/23 Equifax, Experian, TransUnion remove medical collections debt under $500 03/16/23 FTC launches inquiry into small business credit reports CRM Salesforce $203.03 / +1.135 (+0.56%) 05/15/23 Starboard takes stake in Rogers Corp, boosts stake in Splunk 05/12/23 Soros Fund buys American Water, exits D.R. Horton in Q1 05/05/23 Slack introduces Slack GPT generative AI 04/11/23 Vimeo appoints Carter as first Chief Information Officer BILL Bill $97.62 / +3.9 (+4.16%) 04/18/23 Bill names Ken Moss CTO 03/14/23 Bill doesn't see structural obstacles preventing 30% operating margins 03/13/23 Bill expects to have access to all corporate deposits and cash 03/12/23 Bill.com discusses impact of Silicon Valley Bank closure BBWI Bath & Body Works $33.59 / +0.59 (+1.79%) 05/10/23 Bath & Body Works appoints Cooper as Chief Customer Officer 04/06/23 Bath & Body Works CFO Wendy Arlin to step down 04/06/23 Bath & Body Works appoints Thilina Gunasinghe chief digital, technology officer 03/06/23 Bath & Body Works announces appointment of Kuhn to board of directors ASML ASML $655.38 / +8.16 (+1.26%) 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 11/16/22 Wafer Fab Equipment names slide after Micron cuts wafer starts AMZN Amazon.com $111.22 / +0.96 (+0.87%) 05/15/23 Tiger Global buys TSMC, exits AppLovin in Q1 05/15/23 Amazon, Embracer Group enter agreement to develop The Lord of the Rings game 05/11/23 Amazon Web Services announces Amazon Aurora I/O-Optimized 05/10/23 Canon, Amazon file joint trademark infringement lawsuit KKR BILL TMO FCNCA EFX CRM ASML FND EPAM VAL BBWI UNH AMZN V MA WDAY MSFT TSM KKR KKR $49.06 / +0.545 (+1.12%) 05/11/23 Argus KKR price target lowered to $64 from $74 at Argus 05/09/23 BMO Capital KKR price target lowered to $65 from $74 at BMO Capital 05/09/23 Barclays KKR price target lowered to $60 from $63 at Barclays 04/18/23 Keefe Bruyette Brookfield Asset Management downgraded to Underperform at Keefe Bruyette BILL Bill $97.62 / +3.9 (+4.16%) 05/08/23 BMO Capital Bill.com price target raised to $98 from $90 at BMO Capital 05/05/23 UBS Bill price target raised to $104 from $95 at UBS 05/05/23 Baird Bill price target raised to $96 from $86 at Baird 05/05/23 Mizuho Bill price target lowered to $92 from $100 at Mizuho TMO Thermo Fisher $523.51 / -1.07 (-0.20%) 04/27/23 Citi Thermo Fisher price target lowered to $650 from $700 at Citi 04/27/23 Morgan Stanley Thermo Fisher price target lowered to $620 from $670 at Morgan Stanley 04/27/23 TD Cowen Thermo Fisher price target lowered to $693 from $711 at TD Cowen 04/27/23 Baird Thermo Fisher price target lowered to $670 from $693 at Baird FCNCA First Citizens $1,265.56 / +30.81 (+2.50%) 04/05/23 UBS First Citizens double upgraded to Buy from Sell at UBS 04/05/23 UBS First Citizens upgraded to Buy from Sell at UBS 03/28/23 DA Davidson First Citizens price target raised to $1,025 from $825 at DA Davidson 03/15/23 UBS First Citizens initiated with a Sell at UBS EFX Equifax $205.42 / +1.505 (+0.74%) 04/21/23 Wells Fargo Equifax price target raised to $215 from $210 at Wells Fargo 04/21/23 Truist Equifax price target lowered to $250 from $260 at Truist 04/21/23 Deutsche Bank Equifax price target lowered to $212 from $214 at Deutsche Bank 03/31/23 Barclays Equifax price target lowered to $235 from $240 at Barclays CRM Salesforce $203.03 / +1.135 (+0.56%) 05/15/23 Barclays Salesforce price target raised to $245 from $225 at Barclays 03/09/23 Needham Vertex price target raised to $25 from $19 at Needham 03/03/23 Citi Salesforce price target raised to $210 from $182 at Citi 03/02/23 BMO Capital Salesforce price target raised to $230 from $185 at BMO Capital ASML ASML $655.38 / +8.16 (+1.26%) 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse FND Floor & Decor $92.20 / -0.38 (-0.41%) 04/28/23 Wells Fargo Floor & Decor price target raised to $110 from $105 at Wells Fargo 03/03/23 Citi Floor & Decor price target lowered to $110 from $115 at Citi 02/27/23 Roth MKM Floor & Decor price target raised to $90 from $72 at Roth MKM 02/27/23 Evercore ISI Floor & Decor removed from 'Tactical Underperform' list at Evercore ISI EPAM Epam Systems $236.69 / +6.895 (+3.00%) 05/08/23 Susquehanna Epam Systems price target lowered to $350 from $410 at Susquehanna 05/08/23 TD Cowen Epam Systems price target lowered to $290 from $323 at TD Cowen 05/07/23 Barclays Epam Systems price target lowered to $310 from $380 at Barclays 05/02/23 Stifel Epam Systems price target lowered to $350 from $407 at Stifel VAL Valaris $59.88 / +0.42 (+0.71%) 05/05/23 Barclays Valaris price target lowered to $80 from $82 at Barclays 02/22/23 Barclays Valaris price target lowered to $82 from $88 at Barclays 02/16/23 Barclays Valaris initiated with an Equal Weight at Barclays 01/25/23 BTIG Valaris price target raised to $90 from $80 at BTIG BBWI Bath & Body Works $33.59 / +0.59 (+1.79%) 05/08/23 JPMorgan Bath & Body Works price target lowered to $38 from $48 at JPMorgan 05/02/23 Barclays Bath & Body Works price target lowered to $37 from $44 at Barclays 04/20/23 Piper Sandler Bath & Body Works downgraded to Neutral from Overweight at Piper Sandler 04/10/23 Wells Fargo Bath & Body Works price target lowered to $40 from $46 at Wells Fargo UNH UnitedHealth $486.72 / -4.39 (-0.89%) 04/20/23 Cantor Fitzgerald UnitedHealth initiated with an Overweight at Cantor Fitzgerald 04/17/23 Deutsche Bank UnitedHealth price target raised to $627 from $617 at Deutsche Bank 04/17/23 TD Cowen UnitedHealth price target lowered to $562 from $596 at TD Cowen 04/17/23 Loop Capital UnitedHealth price target raised to $600 from $590 at Loop Capital AMZN Amazon.com $111.22 / +0.96 (+0.87%) 05/08/23 Loop Capital Amazon.com AWS slowdown transitory, says Loop Capital 05/03/23 Roth MKM Veritone price target lowered to $8 from $11 at Roth MKM 05/03/23 Oppenheimer Microsoft's differentiated AI strategy boosts secular growth, says Oppenheimer 05/01/23 Barclays Amazon.com price target lowered to $140 from $150 at Barclays V Visa $232.60 / +1.18 (+0.51%) 05/01/23 Barclays Visa price target raised to $272 from $270 at Barclays 04/26/23 Truist Visa price target raised to $270 from $260 at Truist 04/26/23 Truist Visa price target raised to $270 from $260 at Truist 04/26/23 Raymond James Visa price target raised to $282 from $281 at Raymond James MA MasterCard $383.05 / +1.055 (+0.28%) 05/04/23 Tigress Financial MasterCard price target raised to $476 from $472 at Tigress Financial 05/02/23 Mizuho MasterCard price target lowered to $400 from $405 at Mizuho 04/28/23 BMO Capital MasterCard price target raised to $442 from $414 at BMO Capital 04/28/23 Credit Suisse MasterCard price target raised to $400 from $390 at Credit Suisse WDAY Workday $185.43 / +2.55 (+1.39%) 05/08/23 Stifel Workday downgraded to Hold from Buy at Stifel 03/01/23 Societe Generale Societe Generale downgrades Workday with FY24 revenue forecasts 'shaded down' 03/01/23 Societe Generale Workday downgraded to Hold from Buy at Societe Generale MSFT Microsoft $309.30 / +0.3 (+0.10%) 05/15/23 Loop Capital Alphabet downgraded to Hold on AI uncertainties at Loop Capital 05/12/23 DA Davidson tech/software analysts to hold analyst/industry conference call 05/11/23 Wedbush Microsoft price target raised to $340 from $325 at Wedbush 05/11/23 Oppenheimer Google I/O quelled investor angst over lack of AI innovation, says Oppenheimer TSM TSMC $85.66 / +2.24 (+2.69%) 04/26/23 Susquehanna Susquehanna iPhone build forecast cut after partner checks 04/20/23 Loop Capital TSMC price target raised to NT$600 from NT$550 at Loop Capital 04/19/23 Needham Impinj price target raised to $151 from $138 at Needham 04/17/23 Susquehanna TSMC upgraded to Positive from Neutral at Susquehanna WDAY VAL V UNH TSM TMO MSFT MA KKR FND FCNCA EPAM EFX CRM BILL BBWI ASML AMZN WDAY Workday $185.43 / +2.55 (+1.39%) 02/27/23 Workday reports Q4 EPS $1.00, consensus 91c 02/27/23 Notable companies reporting after market close 11/29/22 Workday raises low end of FY23 subscription revenue to $5.555B-$5.557B 11/29/22 Workday reports Q3 adjusted EPS 99c, consensus 84c VAL Valaris $59.88 / +0.42 (+0.71%) 05/02/23 Valaris backs FY23 revenue view $1.8B-$1.9B, consensus $1.8B 05/02/23 Valaris reports Q1 EPS 61c, consensus (35c) 03/06/23 Valaris sees FY23 revenue $1.8B-$1.9B, consensus $1.8B 03/06/23 Valaris sees Q1 adjusted EBITDA approximately $5M V Visa $232.60 / +1.18 (+0.51%) 04/25/23 Visa sees Q3 net revenue growth in low double digits, consensus $8.06B 04/25/23 Visa reports Q2 EPS $2.09, consensus $1.99 04/25/23 Notable companies reporting after market close 01/26/23 Visa reports Q1 EPS $2.18, consensus $2.01 UNH UnitedHealth $486.72 / -4.39 (-0.89%) 04/14/23 UnitedHealth raises FY23 adjusted EPS view to $24.50-$25.00 from $24.40-$24.90 04/14/23 UnitedHealth reports Q1 adjusted EPS $6.26, consensus $6.13 04/13/23 Notable companies reporting before tomorrow's open 01/13/23 UnitedHealth backs FY23 adjusted EPS view $24.40-$24.90, consensus $24.94 TSM TSMC $85.66 / +2.24 (+2.69%) 04/20/23 TSMC sees Q2 revenue $15.2B-$16B, consensus $15.98B 04/20/23 TSMC reports Q1 EPS $1.31, consensus $1.20 01/12/23 TSMC sees Q1 revenue $16.7B-$17.5B, consensus $17.71B 01/12/23 TSMC reports Q4 EPS $1.82, consensus $1.77 TMO Thermo Fisher $523.51 / -1.07 (-0.20%) 04/26/23 Thermo Fisher backs FY23 adjusted EPS view $23.70, consensus $23.71 04/26/23 Thermo Fisher reports Q1 adjusted EPS $5.03, consensus $5.03 04/25/23 Notable companies reporting before tomorrow's open MSFT Microsoft $309.30 / +0.3 (+0.10%) 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 MA MasterCard $383.05 / +1.055 (+0.28%) 04/27/23 MasterCard sees low teens growth rate in net revenue for FY23, consensus $25.1B 04/27/23 MasterCard sees Q2 net revenue at high end of low double digit rate 04/27/23 MasterCard reports Q1 adjusted EPS $2.80, consensus $2.72 04/26/23 Notable companies reporting before tomorrow's open KKR KKR $49.06 / +0.545 (+1.12%) 05/08/23 KKR reports Q1 distributable EPS 81c, consensus 74c 02/07/23 KKR reports Q4 distributable EPS 92c, consensus 86c 02/06/23 Notable companies reporting before tomorrow's open FND Floor & Decor $92.20 / -0.38 (-0.41%) 05/04/23 Floor & Decor sees FY23 EPS $2.55-$2.85, consensus $2.70 05/04/23 Floor & Decor reports Q1 EPS 66c, consensus 67c 02/23/23 Floor & Decor sees FY23 EPS $2.55-$2.85, consensus $2.85 02/23/23 Floor & Decor reports Q4 EPS 64c, consensus 57c FCNCA First Citizens $1,265.56 / +30.81 (+2.50%) 05/10/23 First Citizens reports Q1 adjusted EPS $20.09, consensus $20.17 01/26/23 First Citizens reports Q4 EPS $20.94, consensus $21.77 EPAM Epam Systems $236.69 / +6.895 (+3.00%) 05/05/23 Epam Systems cuts FY23 EPS view to $10.60-$10.80 from $11.15-$11.35 05/05/23 Epam Systems sees Q2 EPS $2.38-$2.46, consensus $2.48 05/05/23 Epam Systems reports Q1 EPS $2.47, consensus $2.34 02/16/23 Epam Systems sees Q1 EPS $2.30-$2.38, consensus $2.79 EFX Equifax $205.42 / +1.505 (+0.74%) 04/19/23 Equifax sees FY23 adjusted EPS $7.05-$7.35, consensus $7.16 04/19/23 Equifax sees Q2 adjusted EPS $1.60-$1.70, consensus $1.81 04/19/23 Equifax reports Q1 adjusted EPS $1.43, consensus $1.37 02/08/23 Equifax sees FY23 adjusted EPS $7.05-$7.35, consensus $7.56 CRM Salesforce $203.03 / +1.135 (+0.56%) 03/01/23 Salesforce guides initial FY24 EPS $7.12-7.14, consensus $5.84 03/01/23 Salesforce sees Q1 EPS $1.60-$1.61, consensus $1.32 03/01/23 Salesforce reports Q4 EPS $1.68, consensus $1.36 03/01/23 Notable companies reporting after market close BILL Bill $97.62 / +3.9 (+4.16%) 05/04/23 Bill sees Q4 adjusted EPS 39c-41c, consensus 23c 05/04/23 Bill sees FY23 adjusted EPS $1.46-$1.48, consensus $1.04 05/04/23 Bill reports Q3 adjusted EPS 50c, consensus 24c 02/02/23 Bill.com raises FY23 EPS view to 99c-$1.05 from 48c-59c, consensus 55c BBWI Bath & Body Works $33.59 / +0.59 (+1.79%) 02/23/23 Bath & Body Works sees FY23 cont ops EPS $2.50-$3.00, consensus $3.16 02/23/23 Bath & Body Works sees Q1 cont ops EPS 17c-27c, consensus 44c 02/23/23 Bath & Body Works reports Q4 cont ops EPS $1.86, consensus $1.62 02/22/23 Notable companies reporting before tomorrow's open ASML ASML $655.38 / +8.16 (+1.26%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% AMZN Amazon.com $111.22 / +0.96 (+0.87%) 04/27/23 Amazon sees Q2 revenue $127B-$133B, consensus $129.83B 04/27/23 Amazon reports Q1 EPS 31c with Rivian loss, consensus 21c 04/27/23 Notable companies reporting after market close 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B WDAY V UNH TSM TMO MSFT MA KKR FCNCA CRM BILL BBWI ASML AMZN WDAY Workday $185.43 / +2.55 (+1.39%) 01/28/23 Workday is software stock to own now, Barron's says V Visa $232.60 / +1.18 (+0.51%) 03/24/23 Visa offered sweetened $1.4B for Pismo, Valor says 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 UNH UnitedHealth $486.72 / -4.39 (-0.89%) 05/07/23 UnitedHealth among stocks to buy for end to Fed's rate hikes, Barron's says 04/30/23 Goldman, Target among dividend growth stocks for slowing economy, Barron's says 03/29/23 UnitedHealth to reduce use of prior authorization process, Reuters reports TSM TSMC $85.66 / +2.24 (+2.69%) 04/28/23 TSMC's major fabless clients defer 3nm chip rollouts, DigiTimes reports 04/19/23 TSMC pushing back on some subsidy conditions, WSJ reports 04/13/23 TSMC plans JV fab in Germany, DigiTimes reports 03/28/23 Some proposed new rules for chipmakers 'tougher' than expected, WSJ reports TMO Thermo Fisher $523.51 / -1.07 (-0.20%) 05/08/23 Warburg, Advent in lead to acquire Baxter's biopharma unit, Reuters says 04/30/23 Thermo Fisher stock still cheap despite outperformance, Barron's says MSFT Microsoft $309.30 / +0.3 (+0.10%) 05/15/23 Microsoft's Xbox Series X/S achieves 2M unit sales in U.K., GI.biz reports 05/14/23 Google takes back AI narrative, Barron's says 05/11/23 Microsoft won't boost salaries for full-time employees this year, WSJ reports MA MasterCard $383.05 / +1.055 (+0.28%) 11/27/22 Adobe says Black Friday online sales climb 2.3%, Bloomberg reports KKR KKR $49.06 / +0.545 (+1.12%) 05/10/23 Elliot, Patient Square, Veritas, KKR nears takeover of Syneos, Bloomberg report 05/02/23 UnitedHealth loses legal battle against KKR's Envision Healthcare, FT reports 04/13/23 Over 10 possible suitors eyeing Subway as bidding heads to round two, WSJ says 03/20/23 Thermo Fisher, Celltrion compete for Baxter's biopharma unit, Reuters says FCNCA First Citizens $1,265.56 / +30.81 (+2.50%) 03/27/23 First Republic interest may have cooled SVB auction, CNBC reports 03/26/23 Valley National, First Citizens to bid on Silicon Valley, Bloomberg says 03/20/23 First Citizens made bid Sunday for all of Silicon Valley Bank, Bloomberg reports 03/20/23 First Citizens made bid Sunday for all of Silicon Valley Bank, Bloomberg reports CRM Salesforce $203.03 / +1.135 (+0.56%) 04/24/23 Microsoft would stop bundling Teams, Office to avoid formal EU probe, FT says 03/24/23 Salesforce considering further job cuts, COO tells Bloomberg 03/23/23 Slack's sales chief to leave company at end of April, Information reports 03/06/23 Elliott Management nominates slate of directors for Salesforce, Reuters says BILL Bill $97.62 / +3.9 (+4.16%) 04/10/23 Warren, Ocasio-Cortez send letters to SVB depositors, Bloomberg reports BBWI Bath & Body Works $33.59 / +0.59 (+1.79%) 02/22/23 Third Point plans proxy fight at Bath & Body Works, WSJ reports 02/22/23 Third Point plans proxy fight at Bath & Body Works, WSJ reports ASML ASML $655.38 / +8.16 (+1.26%) 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports AMZN Amazon.com $111.22 / +0.96 (+0.87%) 05/15/23 C3.ai CEO tells CNBC audit committee found short report 'just unmitigated muck' 05/14/23 Amazon overhauls delivery network to dispatch packages faster, cheaper, WSJ says 05/11/23 Amazon secures $1B in tax breaks for Oregon data centers, Oregonian reports 05/09/23 Amazon offers customers $10 to pick up orders, Reuters reports WDAY VAL V UNH TSM TMO MSFT MA KKR FND FCNCA EFX CRM BILL BBWI ASML AMZN WDAY Workday $185.43 / +2.55 (+1.39%) 05/08/23 What You Missed On Wall Street On Monday 05/08/23 What You Missed On Wall Street This Morning 05/08/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/28/23 What You Missed On Wall Street On Tuesday VAL Valaris $59.88 / +0.42 (+0.71%) 03/06/23 What You Missed On Wall Street On Monday 03/06/23 What You Missed On Wall Street This Morning 01/19/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations V Visa $232.60 / +1.18 (+0.51%) 04/26/23 What You Missed On Wall Street On Wednesday 04/26/23 What You Missed On Wall Street This Morning 04/25/23 Fly Intel: After-Hours Movers 02/09/23 Here's what Wall St. experts are saying about PayPal ahead of earnings UNH UnitedHealth $486.72 / -4.39 (-0.89%) 04/14/23 What You Missed On Wall Street On Friday TSM TSMC $85.66 / +2.24 (+2.69%) 04/28/23 What You Missed On Wall Street This Morning 04/19/23 What You Missed On Wall Street This Morning 04/13/23 What You Missed On Wall Street This Morning TMO Thermo Fisher $523.51 / -1.07 (-0.20%) 04/26/23 Fly Intel: Pre-market Movers 03/21/23 What You Missed On Wall Street On Tuesday 03/21/23 What You Missed On Wall Street This Morning 02/01/23 What You Missed On Wall Street On Wednesday MSFT Microsoft $309.30 / +0.3 (+0.10%) 05/15/23 What You Missed On Wall Street This Morning 05/12/23 Buy/Sell: Wall Street's top 10 stock calls this week 05/11/23 AI race heats up as Alphabet launches ‘full frontal attack’ at I/O 05/10/23 What You Missed On Wall Street On Wednesday MA MasterCard $383.05 / +1.055 (+0.28%) 03/01/23 Here's what Wall Street experts are saying about Salesforce ahead of earnings 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning KKR KKR $49.06 / +0.545 (+1.12%) 05/09/23 What You Missed This Week in Video Games 05/02/23 What You Missed On Wall Street On Tuesday 05/02/23 What You Missed On Wall Street This Morning 04/25/23 What you Missed This Week in Video Games FND Floor & Decor $92.20 / -0.38 (-0.41%) 05/04/23 Fly Intel: After-Hours Movers 02/23/23 Fly Intel: After-Hours Movers 12/06/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations FCNCA First Citizens $1,265.56 / +30.81 (+2.50%) 04/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/27/23 What You Missed On Wall Street On Monday 03/27/23 What You Missed On Wall Street This Morning 03/27/23 Fly Intel: Pre-market Movers EFX Equifax $205.42 / +1.505 (+0.74%) 04/21/23 What You Missed On Wall Street This Morning 04/19/23 Fly Intel: After-Hours Movers 02/09/23 Fly Intel: Pre-market Movers 02/08/23 Fly Intel: After-Hours Movers CRM Salesforce $203.03 / +1.135 (+0.56%) 04/24/23 What Wall Street is saying about Microsoft ahead of earnings 03/24/23 What You Missed On Wall Street This Morning BILL Bill $97.62 / +3.9 (+4.16%) 05/05/23 What You Missed On Wall Street On Friday 05/05/23 What You Missed On Wall Street This Morning 04/21/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations BBWI Bath & Body Works $33.59 / +0.59 (+1.79%) 04/20/23 What You Missed On Wall Street On Thursday 04/20/23 What You Missed On Wall Street This Morning 04/20/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/29/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations ASML ASML $655.38 / +8.16 (+1.26%) 03/08/23 What You Missed On Wall Street On Wednesday AMZN Amazon.com $111.22 / +0.96 (+0.87%) 05/14/23 Box Office Battle: ‘Guardians of the Galaxy Vol.3’ stays atop with $60.5M 05/11/23 What You Missed On Wall Street On Thursday 05/11/23 What You Missed On Wall Street This Morning 05/10/23 What Wall Street is saying about Disney ahead of earnings 05/15/23 Software & Internet 05/15/23 Software & Internet 05/23/23 9th Annual Berenberg European Conference 2023 05/24/23 Technology & Innovation Conference 11.0 05/31/23 Software Conference 05/18/23 Bath & Body Works - BBWI 05/25/23 Workday - WDAY 05/31/23 Salesforce - CRM 05/24/23 Microsoft 05/24/23 Amazon.com, Inc. 05/24/23 Thermo Fisher Scientific Inc. 10:00 Today EPAM Systems Inc 06/05/23 UnitedHealth Group 06/08/23 Bath & Body Works Inc 06/08/23 Salesforce Inc 06/22/23 Workday, Inc. 06/27/23 MasterCard Inc. WDAY V UNH TSM TMO MSFT MA KKR EPAM EFX CRM BILL BBWI ASML AMZN WDAY Workday $185.43 / +2.55 (+1.39%) 02/27/23 Workday options imply 6.4% move in share price post-earnings 01/26/23 Workday call volume above normal and directionally bullish 01/05/23 Workday put volume heavy and directionally bearish 12/19/22 Workday call volume above normal and directionally bullish V Visa $232.60 / +1.18 (+0.51%) 05/05/23 Unusually active option classes on open May 5th 04/25/23 Visa Inc options imply 3.1% move in share price post-earnings 03/16/23 Visa put volume heavy and directionally bearish 01/26/23 Visa options imply 2.8% move in share price post-earnings UNH UnitedHealth $486.72 / -4.39 (-0.89%) 04/14/23 Unusually active option classes on open April 14th 04/05/23 Unusually active option classes on open April 5th 02/17/23 Early notable gainers among liquid option names on February 17th 01/18/23 Unusually active option classes on open January 18th TSM TSMC $85.66 / +2.24 (+2.69%) 04/20/23 Unusually active option classes on open April 20th 04/10/23 Unusually active option classes on open April 10th 02/24/23 Unusually active option classes on open February 24th 02/16/23 Unusually active option classes on open February 16th TMO Thermo Fisher $523.51 / -1.07 (-0.20%) 02/01/23 Early notable gainers among liquid option names on February 1st 01/10/23 Early notable gainers among liquid option names on January 10th MSFT Microsoft $309.30 / +0.3 (+0.10%) 04/27/23 Notable open interest changes for April 27th 04/26/23 Early notable gainers among liquid option names on April 26th 04/26/23 Notable open interest changes for April 26th 04/25/23 Microsoft options imply 3.6% move in share price post-earnings MA MasterCard $383.05 / +1.055 (+0.28%) 01/09/23 Unusually active option classes on open January 9th KKR KKR $49.06 / +0.545 (+1.12%) 03/07/23 Unusually active option classes on open March 7th EPAM Epam Systems $236.69 / +6.895 (+3.00%) 01/03/23 Unusual call flow in option market yesterday 11/30/22 Early notable gainers among liquid option names on November 30th EFX Equifax $205.42 / +1.505 (+0.74%) 04/19/23 Equifax options imply 4.6% move in share price post-earnings CRM Salesforce $203.03 / +1.135 (+0.56%) 03/03/23 Unusually active option classes on open March 3rd 03/02/23 Early notable gainers among liquid option names on March 2nd 03/01/23 Salesforce options imply 6.7% move in share price post-earnings 01/27/23 Salesforce call buyer realizes 114% same-day gains BILL Bill $97.62 / +3.9 (+4.16%) 05/08/23 Bill.com Holdings put volume heavy and directionally bearish 05/04/23 Bill.com Holdings options imply 13.4% move in share price post-earnings 03/13/23 Bill.com Holdings put buyer realizes 51% same-day gains 03/10/23 Bill.com Holdings put volume heavy and directionally bearish BBWI Bath & Body Works $33.59 / +0.59 (+1.79%) 03/29/23 Bath & Body Works call volume above normal and directionally bullish 03/28/23 Early notable gainers among liquid option names on March 28th 03/22/23 Early notable gainers among liquid option names on March 22nd 02/16/23 Bath & Body Works call volume above normal and directionally bullish ASML ASML $655.38 / +8.16 (+1.26%) 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish AMZN Amazon.com $111.22 / +0.96 (+0.87%) 05/12/23 Notable open interest changes for May 12th 05/11/23 Notable open interest changes for May 11th 05/02/23 Notable open interest changes for May 2nd 05/01/23 Notable open interest changes for May 1st
Conference/Events	Redburn tech hardware analysts to hold analyst/industry conference call » 09:45 05/10/23 05/10 09:45 05/10/23 09:45 ASML ASML $642.88 / -0.5 (-0.08%) , ASM Avino Silver & Gold Mines / + , VAT Varity / + , STM STMicroelectronics $42.18 / + (+0.00%) , NOK Nokia $4.07 / + (+0.00%) , ERIC Ericsson $5.34 / + (+0.00%) , IFNNY Infineon $36.12 / -0.63 (-1.71%) , BESIY BE Semiconductor $94.50 / + (+0.00%) Tech… Tech Hardware/Semiconductor Analyst Schulze-Melander and Tech Analyst Denney discuss the Tech Hardware Industry (relevant companies: ASML ASM VAT STM NOK ERIC IFNNY BESIY) on an Analyst/Industry conference call to be held on May 10 at 10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options STM NOK IFNNY ERIC ASML ASM STM STMicroelectronics $42.18 / + (+0.00%) 04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code NOK Nokia $4.07 / + (+0.00%) 05/04/23 Nokia secures 5G RAN deal with Orange Jordan 04/20/23 Nokia falls -8.5% 04/05/23 Nokia transfers shares to participants of equity-based incentive plans 03/23/23 Nokia chosen by CANARIA as sole IP router provider IFNNY Infineon $36.12 / -0.63 (-1.71%) 03/07/23 Infineon, UMC announce long-term strategic cooperation agreement 03/02/23 Infineon to acquire GaN Systems for $830M 02/07/23 Synaptics announces new chief people officer, chief product officer 11/14/22 Infineon, Stellantis sign memorandum of understanding for silicon carbide chips ERIC Ericsson $5.34 / + (+0.00%) 04/18/23 Ericsson says on track to reach target EBITDA range of 15%-18% by 2024 04/17/23 Ericsson announces CFO Carl Mellander to step down 04/17/23 Ericsson, Government of Canada to invest over C$470M in R&D centers 04/04/23 Ericsson's Cradelpoint acquires Ericom Software ASML ASML $642.88 / -0.5 (-0.08%) 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 11/16/22 Wafer Fab Equipment names slide after Micron cuts wafer starts ASM Avino Silver & Gold Mines / + 04/05/23 Avino Silver & Gold Mines reports contractor death at Durango property 01/24/23 Avino Silver & Gold Mines sees FY23 production 700,000-750,000 tons 01/17/23 Avino reports 2022 production of 2,655,502 silver equivalent ounces ASML ASM VAT STM NOK ERIC IFNNY BESIY ASML ASML $642.88 / -0.5 (-0.08%) 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse ASM Avino Silver & Gold Mines / + VAT Varity / + STM STMicroelectronics $42.18 / + (+0.00%) 05/02/23 Barclays STMicroelectronics price target raised to EUR 65 from EUR 64 at Barclays 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays NOK Nokia $4.07 / + (+0.00%) 04/21/23 Barclays Nokia price target lowered to EUR 5 from EUR 5.30 at Barclays 02/14/23 Credit Suisse Nokia price target lowered to EUR 5.61 from EUR 6.05 at Credit Suisse 01/31/23 UBS Nokia downgraded to Neutral from Buy at UBS 01/17/23 DNB Markets Nokia downgraded to Hold from Buy at DNB Markets ERIC Ericsson $5.34 / + (+0.00%) 04/20/23 Morgan Stanley Ericsson price target lowered to SEK 67 from SEK 70 at Morgan Stanley 04/19/23 Credit Suisse Ericsson price target lowered to SEK 52 from SEK 61 at Credit Suisse 04/19/23 TD Cowen Ericsson price target lowered to $7 from $8 at TD Cowen IFNNY Infineon $36.12 / -0.63 (-1.71%) 04/14/23 Deutsche Bank Infineon price target raised to EUR 47 from EUR 44 at Deutsche Bank 04/04/23 UBS Infineon price target raised to EUR 49 from EUR 47 at UBS 03/31/23 Credit Suisse Infineon price target raised to EUR 53.10 from EUR 49.10 at Credit Suisse 03/29/23 Barclays Infineon price target raised to EUR 52 from EUR 48 at Barclays BESIY BE Semiconductor $94.50 / + (+0.00%) 05/02/23 Deutsche Bank BE Semiconductor price target raised to EUR 88 from EUR 80 at Deutsche Bank 04/27/23 Barclays BE Semiconductor price target raised to EUR 70 from EUR 68 at Barclays 04/27/23 UBS BE Semiconductor price target raised to EUR 91 from EUR 84 at UBS 04/13/23 Bernstein BE Semiconductor upgraded to Outperform from Market Perform at Bernstein STM NOK IFNNY ERIC ASML STM STMicroelectronics $42.18 / + (+0.00%) 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B NOK Nokia $4.07 / + (+0.00%) 04/20/23 Nokia sees 2023 revenue EUR 24.6B- EUR 26.2B 04/20/23 Nokia reports Q1 comparable EPS EUR 0.06 vs. 0.07 last year 01/26/23 Nokia sees FY23 revenue EUR 24.9B-EUR 26.5B 01/26/23 Nokia reports Q4 comparable EPS EUR 0.16 vs. EUR 0.13 last year IFNNY Infineon $36.12 / -0.63 (-1.71%) 03/28/23 Infineon raises Q2 revenue outlook on 'resilient business dynamics' 11/14/22 Infineon 'significantly' increases long-term financial targets 11/14/22 Infineon reports Q4 adjusted EPS EUR0.63 vs. EUR0.49 last year ERIC Ericsson $5.34 / + (+0.00%) 04/18/23 Ericsson reports Q1 EPS SEK 0.45 vs. SEK 0.88 last year 01/20/23 Ericsson reports Q4 EPS SEK 1.82 vs. SEK 3.02 last year ASML ASML $642.88 / -0.5 (-0.08%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% NOK ERIC ASML NOK Nokia $4.07 / + (+0.00%) 02/26/23 Microsoft unveils suit of cloud tools for telecom companies, Reuters says ERIC Ericsson $5.34 / + (+0.00%) 02/24/23 Ericsson laying off 8,500 employees globally, Reuters reports 02/20/23 Ericsson cutting 1,400 jobs in Sweden, Reuters reports ASML ASML $642.88 / -0.5 (-0.08%) 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports STM NOK ERIC ASML STM STMicroelectronics $42.18 / + (+0.00%) 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning NOK Nokia $4.07 / + (+0.00%) 04/20/23 What You Missed On Wall Street On Thursday 04/20/23 What You Missed On Wall Street This Morning ERIC Ericsson $5.34 / + (+0.00%) 04/18/23 What You Missed On Wall Street On Tuesday 04/18/23 What You Missed On Wall Street This Morning 04/18/23 Fly Intel: Pre-market Movers 02/24/23 What You Missed On Wall Street On Friday ASML ASML $642.88 / -0.5 (-0.08%) 03/08/23 What You Missed On Wall Street On Wednesday 11/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/10/23 Tech Hardware 05/23/23 9th Annual Berenberg European Conference 2023 06/06/23 Berenberg Innovation Conference 2023 05/11/23 Avino Silver & Gold Mines - ASM NOK ERIC ASML NOK Nokia $4.07 / + (+0.00%) 04/25/23 Unusually active option classes on open April 25th 04/20/23 Unusually active option classes on open April 20th 03/13/23 Largest borrow rate increases among liquid names 02/17/23 Unusually active option classes on open February 17th ERIC Ericsson $5.34 / + (+0.00%) 04/19/23 Ericsson put volume heavy and directionally bearish 04/03/23 Largest borrow rate increases among liquid names 11/11/22 Ericsson put volume heavy and directionally bearish ASML ASML $642.88 / -0.5 (-0.08%) 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish
Conference/Events	Redburn tech hardware analysts to hold analyst/industry conference call » 04:55 05/10/23 05/10 04:55 05/10/23 04:55 ASML ASML $642.88 / -11.03 (-1.69%) , ASM Avino Silver & Gold Mines / + , VAT Varity / + , STM STMicroelectronics $42.18 / -0.58 (-1.36%) , NOK Nokia $4.07 / -0.05 (-1.21%) , ERIC Ericsson $5.34 / -0.12 (-2.20%) , IFNNY Infineon $36.12 / -0.63 (-1.71%) , BESIY BE Semiconductor $94.50 / + (+0.00%) Tech… Tech Hardware/Semiconductor Analyst Schulze-Melander and Tech Analyst Denney discuss the Tech Hardware Industry (relevant companies: ASML ASM VAT STM NOK ERIC IFNNY BESIY) on an Analyst/Industry conference call to be held on May 10 at 10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options STM NOK IFNNY ERIC ASML ASM STM STMicroelectronics $42.18 / -0.58 (-1.36%) 04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code NOK Nokia $4.07 / -0.05 (-1.21%) 05/04/23 Nokia secures 5G RAN deal with Orange Jordan 04/20/23 Nokia falls -8.5% 04/05/23 Nokia transfers shares to participants of equity-based incentive plans 03/23/23 Nokia chosen by CANARIA as sole IP router provider IFNNY Infineon $36.12 / -0.63 (-1.71%) 03/07/23 Infineon, UMC announce long-term strategic cooperation agreement 03/02/23 Infineon to acquire GaN Systems for $830M 02/07/23 Synaptics announces new chief people officer, chief product officer 11/14/22 Infineon, Stellantis sign memorandum of understanding for silicon carbide chips ERIC Ericsson $5.34 / -0.12 (-2.20%) 04/18/23 Ericsson says on track to reach target EBITDA range of 15%-18% by 2024 04/17/23 Ericsson announces CFO Carl Mellander to step down 04/17/23 Ericsson, Government of Canada to invest over C$470M in R&D centers 04/04/23 Ericsson's Cradelpoint acquires Ericom Software ASML ASML $642.88 / -11.03 (-1.69%) 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 11/16/22 Wafer Fab Equipment names slide after Micron cuts wafer starts ASM Avino Silver & Gold Mines / + 04/05/23 Avino Silver & Gold Mines reports contractor death at Durango property 01/24/23 Avino Silver & Gold Mines sees FY23 production 700,000-750,000 tons 01/17/23 Avino reports 2022 production of 2,655,502 silver equivalent ounces ASML ASM VAT STM NOK ERIC IFNNY BESIY ASML ASML $642.88 / -11.03 (-1.69%) 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse ASM Avino Silver & Gold Mines / + VAT Varity / + STM STMicroelectronics $42.18 / -0.58 (-1.36%) 05/02/23 Barclays STMicroelectronics price target raised to EUR 65 from EUR 64 at Barclays 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays NOK Nokia $4.07 / -0.05 (-1.21%) 04/21/23 Barclays Nokia price target lowered to EUR 5 from EUR 5.30 at Barclays 02/14/23 Credit Suisse Nokia price target lowered to EUR 5.61 from EUR 6.05 at Credit Suisse 01/31/23 UBS Nokia downgraded to Neutral from Buy at UBS 01/17/23 DNB Markets Nokia downgraded to Hold from Buy at DNB Markets ERIC Ericsson $5.34 / -0.12 (-2.20%) 04/20/23 Morgan Stanley Ericsson price target lowered to SEK 67 from SEK 70 at Morgan Stanley 04/19/23 Credit Suisse Ericsson price target lowered to SEK 52 from SEK 61 at Credit Suisse 04/19/23 TD Cowen Ericsson price target lowered to $7 from $8 at TD Cowen IFNNY Infineon $36.12 / -0.63 (-1.71%) 04/14/23 Deutsche Bank Infineon price target raised to EUR 47 from EUR 44 at Deutsche Bank 04/04/23 UBS Infineon price target raised to EUR 49 from EUR 47 at UBS 03/31/23 Credit Suisse Infineon price target raised to EUR 53.10 from EUR 49.10 at Credit Suisse 03/29/23 Barclays Infineon price target raised to EUR 52 from EUR 48 at Barclays BESIY BE Semiconductor $94.50 / + (+0.00%) 05/02/23 Deutsche Bank BE Semiconductor price target raised to EUR 88 from EUR 80 at Deutsche Bank 04/27/23 Barclays BE Semiconductor price target raised to EUR 70 from EUR 68 at Barclays 04/27/23 UBS BE Semiconductor price target raised to EUR 91 from EUR 84 at UBS 04/13/23 Bernstein BE Semiconductor upgraded to Outperform from Market Perform at Bernstein STM NOK IFNNY ERIC ASML STM STMicroelectronics $42.18 / -0.58 (-1.36%) 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B NOK Nokia $4.07 / -0.05 (-1.21%) 04/20/23 Nokia sees 2023 revenue EUR 24.6B- EUR 26.2B 04/20/23 Nokia reports Q1 comparable EPS EUR 0.06 vs. 0.07 last year 01/26/23 Nokia sees FY23 revenue EUR 24.9B-EUR 26.5B 01/26/23 Nokia reports Q4 comparable EPS EUR 0.16 vs. EUR 0.13 last year IFNNY Infineon $36.12 / -0.63 (-1.71%) 03/28/23 Infineon raises Q2 revenue outlook on 'resilient business dynamics' 11/14/22 Infineon 'significantly' increases long-term financial targets 11/14/22 Infineon reports Q4 adjusted EPS EUR0.63 vs. EUR0.49 last year ERIC Ericsson $5.34 / -0.12 (-2.20%) 04/18/23 Ericsson reports Q1 EPS SEK 0.45 vs. SEK 0.88 last year 01/20/23 Ericsson reports Q4 EPS SEK 1.82 vs. SEK 3.02 last year ASML ASML $642.88 / -11.03 (-1.69%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% NOK ERIC ASML NOK Nokia $4.07 / -0.05 (-1.21%) 02/26/23 Microsoft unveils suit of cloud tools for telecom companies, Reuters says ERIC Ericsson $5.34 / -0.12 (-2.20%) 02/24/23 Ericsson laying off 8,500 employees globally, Reuters reports 02/20/23 Ericsson cutting 1,400 jobs in Sweden, Reuters reports ASML ASML $642.88 / -11.03 (-1.69%) 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports STM NOK ERIC ASML STM STMicroelectronics $42.18 / -0.58 (-1.36%) 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning NOK Nokia $4.07 / -0.05 (-1.21%) 04/20/23 What You Missed On Wall Street On Thursday 04/20/23 What You Missed On Wall Street This Morning ERIC Ericsson $5.34 / -0.12 (-2.20%) 04/18/23 What You Missed On Wall Street On Tuesday 04/18/23 What You Missed On Wall Street This Morning 04/18/23 Fly Intel: Pre-market Movers 02/24/23 What You Missed On Wall Street On Friday ASML ASML $642.88 / -11.03 (-1.69%) 03/08/23 What You Missed On Wall Street On Wednesday 11/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/10/23 Tech Hardware 05/23/23 9th Annual Berenberg European Conference 2023 06/06/23 Berenberg Innovation Conference 2023 05/11/23 Avino Silver & Gold Mines - ASM NOK ERIC ASML NOK Nokia $4.07 / -0.05 (-1.21%) 04/25/23 Unusually active option classes on open April 25th 04/20/23 Unusually active option classes on open April 20th 03/13/23 Largest borrow rate increases among liquid names 02/17/23 Unusually active option classes on open February 17th ERIC Ericsson $5.34 / -0.12 (-2.20%) 04/19/23 Ericsson put volume heavy and directionally bearish 04/03/23 Largest borrow rate increases among liquid names 11/11/22 Ericsson put volume heavy and directionally bearish ASML ASML $642.88 / -11.03 (-1.69%) 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish
Conference/Events	Redburn tech hardware analysts to hold analyst/industry conference call » 17:43 05/03/23 05/03 17:43 05/03/23 17:43 ASML ASML $634.78 / +0.16 (+0.03%) , ASM Avino Silver & Gold Mines / + , VAT Varity / + , STM STMicroelectronics $42.45 / -0.655 (-1.52%) , NOK Nokia $4.06 / -0.04 (-0.98%) , ERIC Ericsson $5.34 / -0.045 (-0.84%) , IFNNY Infineon $36.99 / +0.06 (+0.16%) , BESIY BE Semiconductor $91.90 / +2.0299 (+2.26%) Tech… Tech Hardware/Semiconductor Analyst Schulze-Melander and Tech Analyst Denney discuss the Tech Hardware Industry (relevant companies: ASML ASM VAT STM NOK ERIC IFNNY BESIY) on an Analyst/Industry conference call to be held on May 10 at 10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options STM NOK IFNNY ERIC ASML ASM STM STMicroelectronics $42.45 / -0.655 (-1.52%) 04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code NOK Nokia $4.06 / -0.04 (-0.98%) 04/20/23 Nokia falls -8.5% 04/05/23 Nokia transfers shares to participants of equity-based incentive plans 03/23/23 Nokia chosen by CANARIA as sole IP router provider 03/07/23 Nokia announces Converged Charging solution selected by Hrvatski Telekom IFNNY Infineon $36.99 / +0.06 (+0.16%) 03/07/23 Infineon, UMC announce long-term strategic cooperation agreement 03/02/23 Infineon to acquire GaN Systems for $830M 02/07/23 Synaptics announces new chief people officer, chief product officer 11/14/22 Infineon, Stellantis sign memorandum of understanding for silicon carbide chips ERIC Ericsson $5.34 / -0.045 (-0.84%) 04/18/23 Ericsson says on track to reach target EBITDA range of 15%-18% by 2024 04/17/23 Ericsson announces CFO Carl Mellander to step down 04/17/23 Ericsson, Government of Canada to invest over C$470M in R&D centers 04/04/23 Ericsson's Cradelpoint acquires Ericom Software ASML ASML $634.78 / +0.16 (+0.03%) 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 11/16/22 Wafer Fab Equipment names slide after Micron cuts wafer starts ASM Avino Silver & Gold Mines / + 04/05/23 Avino Silver & Gold Mines reports contractor death at Durango property 01/24/23 Avino Silver & Gold Mines sees FY23 production 700,000-750,000 tons 01/17/23 Avino reports 2022 production of 2,655,502 silver equivalent ounces ASML ASM VAT STM NOK ERIC IFNNY BESIY ASML ASML $634.78 / +0.16 (+0.03%) 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse ASM Avino Silver & Gold Mines / + VAT Varity / + STM STMicroelectronics $42.45 / -0.655 (-1.52%) 05/02/23 Barclays STMicroelectronics price target raised to EUR 65 from EUR 64 at Barclays 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays NOK Nokia $4.06 / -0.04 (-0.98%) 04/21/23 Barclays Nokia price target lowered to EUR 5 from EUR 5.30 at Barclays 02/14/23 Credit Suisse Nokia price target lowered to EUR 5.61 from EUR 6.05 at Credit Suisse 01/31/23 UBS Nokia downgraded to Neutral from Buy at UBS 01/17/23 DNB Markets Nokia downgraded to Hold from Buy at DNB Markets ERIC Ericsson $5.34 / -0.045 (-0.84%) 04/20/23 Morgan Stanley Ericsson price target lowered to SEK 67 from SEK 70 at Morgan Stanley 04/19/23 Credit Suisse Ericsson price target lowered to SEK 52 from SEK 61 at Credit Suisse 04/19/23 TD Cowen Ericsson price target lowered to $7 from $8 at TD Cowen IFNNY Infineon $36.99 / +0.06 (+0.16%) 04/14/23 Deutsche Bank Infineon price target raised to EUR 47 from EUR 44 at Deutsche Bank 04/04/23 UBS Infineon price target raised to EUR 49 from EUR 47 at UBS 03/31/23 Credit Suisse Infineon price target raised to EUR 53.10 from EUR 49.10 at Credit Suisse 03/29/23 Barclays Infineon price target raised to EUR 52 from EUR 48 at Barclays BESIY BE Semiconductor $91.90 / +2.0299 (+2.26%) 05/02/23 Deutsche Bank BE Semiconductor price target raised to EUR 88 from EUR 80 at Deutsche Bank 04/27/23 Barclays BE Semiconductor price target raised to EUR 70 from EUR 68 at Barclays 04/27/23 UBS BE Semiconductor price target raised to EUR 91 from EUR 84 at UBS 04/13/23 Bernstein BE Semiconductor upgraded to Outperform from Market Perform at Bernstein STM NOK IFNNY ERIC ASML STM STMicroelectronics $42.45 / -0.655 (-1.52%) 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B NOK Nokia $4.06 / -0.04 (-0.98%) 04/20/23 Nokia sees 2023 revenue EUR 24.6B- EUR 26.2B 04/20/23 Nokia reports Q1 comparable EPS EUR 0.06 vs. 0.07 last year 01/26/23 Nokia sees FY23 revenue EUR 24.9B-EUR 26.5B 01/26/23 Nokia reports Q4 comparable EPS EUR 0.16 vs. EUR 0.13 last year IFNNY Infineon $36.99 / +0.06 (+0.16%) 03/28/23 Infineon raises Q2 revenue outlook on 'resilient business dynamics' 11/14/22 Infineon 'significantly' increases long-term financial targets 11/14/22 Infineon reports Q4 adjusted EPS EUR0.63 vs. EUR0.49 last year ERIC Ericsson $5.34 / -0.045 (-0.84%) 04/18/23 Ericsson reports Q1 EPS SEK 0.45 vs. SEK 0.88 last year 01/20/23 Ericsson reports Q4 EPS SEK 1.82 vs. SEK 3.02 last year ASML ASML $634.78 / +0.16 (+0.03%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% NOK ERIC ASML NOK Nokia $4.06 / -0.04 (-0.98%) 02/26/23 Microsoft unveils suit of cloud tools for telecom companies, Reuters says ERIC Ericsson $5.34 / -0.045 (-0.84%) 02/24/23 Ericsson laying off 8,500 employees globally, Reuters reports 02/20/23 Ericsson cutting 1,400 jobs in Sweden, Reuters reports ASML ASML $634.78 / +0.16 (+0.03%) 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports STM NOK ERIC ASML STM STMicroelectronics $42.45 / -0.655 (-1.52%) 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning NOK Nokia $4.06 / -0.04 (-0.98%) 04/20/23 What You Missed On Wall Street On Thursday 04/20/23 What You Missed On Wall Street This Morning ERIC Ericsson $5.34 / -0.045 (-0.84%) 04/18/23 What You Missed On Wall Street On Tuesday 04/18/23 What You Missed On Wall Street This Morning 04/18/23 Fly Intel: Pre-market Movers 02/24/23 What You Missed On Wall Street On Friday ASML ASML $634.78 / +0.16 (+0.03%) 03/08/23 What You Missed On Wall Street On Wednesday 11/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/23/23 9th Annual Berenberg European Conference 2023 06/06/23 Berenberg Innovation Conference 2023 05/04/23 Infineon - IFNNY NOK ERIC ASML NOK Nokia $4.06 / -0.04 (-0.98%) 04/25/23 Unusually active option classes on open April 25th 04/20/23 Unusually active option classes on open April 20th 03/13/23 Largest borrow rate increases among liquid names 02/17/23 Unusually active option classes on open February 17th ERIC Ericsson $5.34 / -0.045 (-0.84%) 04/19/23 Ericsson put volume heavy and directionally bearish 04/03/23 Largest borrow rate increases among liquid names 11/11/22 Ericsson put volume heavy and directionally bearish ASML ASML $634.78 / +0.16 (+0.03%) 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish
Options	Largest borrow rate increases among liquid names » 08:45 05/03/23 05/03 08:45 05/03/23 08:45 PACW PacWest Bancorp $6.55 / -2.52 (-27.80%) , BPT BP Prudhoe Bay $6.24 / -0.48 (-7.14%) , IFRX InflaRx $4.66 / -0.44 (-8.63%) , AMC AMC Entertainment $5.50 / -0.14 (-2.48%) , WAL Western Alliance $30.96 / -5.47 (-15.02%) , ASML ASML $634.09 / -1.58 (-0.25%) , ZIM ZIM Integrated $16.78 / -0.13 (-0.77%) , SI Silvergate Capital $1.19 / -0.11 (-8.46%) , BITF Bitfarms $1.14 / +0.04 (+3.64%) , MVIS MicroVision $1.96 / -0.015 (-0.76%) Latest data shows the… Latest data shows the largest indicative borrow rate increases among liquid option names include: PacWest Bancorp (PACW) 7.44% +1.44, BP Prudhoe Bay (BPT) 22.29% +1.06, InflaRx NV (IFRX) 40.56% +0.92, AMC Entertainment (AMC) 177.88% +0.49, Western Alliance (WAL) 3.53% +0.44, ASML (ASML) 1.85% +0.44, ZIM Integrated Shipping Services (ZIM) 12.84% +0.27, Silvergate Capital Corp (SI) 42.63% +0.26, Bitfarms (BITF) 10.08% +0.26, and Microvision (MVIS) 17.35% +0.25. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZIM WAL SI PACW MVIS IFRX BPT BITF ASML AMC ZIM ZIM Integrated $16.78 / -0.13 (-0.77%) 04/05/23 ZIM Integrated falls -7.7% 04/04/23 ZIM Integrated rises 12.6% 04/04/23 ZIM Integrated rises 9.5% 03/13/23 ZIM Integrated rises 15.9% WAL Western Alliance $30.96 / -5.47 (-15.02%) 05/02/23 Western Alliance trading resumes 05/02/23 Western Alliance trading halted, volatility trading pause 04/19/23 Western Alliance rises 15.5% 04/19/23 Western Alliance rises 16.6% SI Silvergate Capital $1.19 / -0.11 (-8.46%) 03/22/23 Stronghold Digital reports no direct exposure to SVB, Signature, Silvergate 03/20/23 Silvergate Capital receives non-compliance notice from NYSE 03/14/23 TeraWulf says it does not hold cash or maintain accounts at SVB or Silvergate 03/14/23 Mawson Infrastructure confirms no exposure to Silvergate Capital and SVB PACW PacWest Bancorp $6.55 / -2.52 (-27.80%) 05/02/23 PacWest Bancorp trading resumes 05/02/23 PacWest Bancorp trading halted, volatility trading pause 04/28/23 Barr says 'must strengthen' Fed supervision, regulation after Silicon Valley 04/25/23 PacWest Bancorp jumps 13% afterhours following Q1 earnings beat MVIS MicroVision $1.96 / -0.015 (-0.76%) 04/05/23 MicroVision unveils MOVIA sensor, wins order for legacy sensor 03/22/23 MicroVision unveils MOSAIK validation suite 02/01/23 MicroVision completes acquisition of certain Ibeo assets 12/01/22 MicroVision to acquire Ibeo Automotive Systems assets for up to EUR 15M IFRX InflaRx $4.66 / -0.44 (-8.63%) 04/04/23 InflaRx up 47% after receiving EUA for Gohibic use in COVID-19 treatment 04/04/23 InflaRx announces Gohibic receives FDA Emergency Use Authorization 01/05/23 InflaRx provides update on planned Phase III study of vilobelimab 12/21/22 InflaRx announces amendment of co-development agreement by STS BPT BP Prudhoe Bay $6.24 / -0.48 (-7.14%) 04/11/23 BP Prudhoe Bay rises 14.2% 04/10/23 BP Prudhoe Bay falls -20.8% 04/10/23 BP Prudhoe Bay falls -11.4% 04/10/23 BP Prudhoe Bay falls -6.4% BITF Bitfarms $1.14 / +0.04 (+3.64%) 05/01/23 Bitfarms mines 379 new bitcoin in April 05/01/23 Bitfarms regains compliance with Nasdaq 04/28/23 Bitfarms reaches hashrate of 5 EH/s 04/24/23 Bitfarms receives permit to power up to 100 MW in Argentina ASML ASML $634.09 / -1.58 (-0.25%) 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 11/16/22 Wafer Fab Equipment names slide after Micron cuts wafer starts AMC AMC Entertainment $5.50 / -0.14 (-2.48%) 04/25/23 AMC Theatres launches AMC Entertainment Visa Card 04/10/23 AMC Entertainment reports Easter weekend 'busiest of 2023' 04/06/23 AMC Entertainment rises 18.6% 04/06/23 Delaware court denies AMC's motion to lift status quo order PACW BPT IFRX AMC WAL ASML ZIM SI BITF MVIS PACW PacWest Bancorp $6.55 / -2.52 (-27.80%) 03/23/23 Truist PacWest Bancorp price target lowered to $13 from $29 at Truist 03/23/23 Piper Sandler PacWest 'can make it to the other side,' says Piper Sandler 03/22/23 RBC Capital PacWest provides detailed update on deposit balances, says RBC Capital 03/20/23 Piper Sandler Piper confident PacWest can make it through liquidity crunch BPT BP Prudhoe Bay $6.24 / -0.48 (-7.14%) IFRX InflaRx $4.66 / -0.44 (-8.63%) 04/21/23 H.C. Wainwright InflaRx price target lowered to $9 from $10 at H.C. Wainwright 04/06/23 Guggenheim InflaRx upgraded to Buy from Neutral at Guggenheim 04/05/23 Raymond James InflaRx price target raised to $25 from $8 at Raymond James 04/05/23 Guggenheim InflaRx upgraded to Buy at Guggenheim after Gohibic gets COVID EUA AMC AMC Entertainment $5.50 / -0.14 (-2.48%) 04/04/23 B. Riley AMC settlement clears deck for 'massive' equity raise, says B. Riley 03/29/23 Wedbush Amazon unlikely to acquire AMC, says Wedbush 03/28/23 Raymond James EPR has upside if AMC were to be sold, says Raymond James 03/23/23 Citi AMC Entertainment resumed with a Sell at Citi WAL Western Alliance $30.96 / -5.47 (-15.02%) 05/03/23 Hovde Group Western Alliance risk/reward 'exceedingly attractive,' says Hovde Group 04/20/23 Truist Western Alliance price target raised to $65 from $50 at Truist 04/20/23 BofA Western Alliance price target raised to $48 from $41 at BofA 04/20/23 DA Davidson Western Alliance price target lowered to $57.50 from $77 at DA Davidson ASML ASML $634.09 / -1.58 (-0.25%) 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse ZIM ZIM Integrated $16.78 / -0.13 (-0.77%) 04/21/23 JPMorgan ZIM downgraded on uncertain spot rate outlook at JPMorgan 04/21/23 JPMorgan ZIM Integrated downgraded to Neutral from Overweight at JPMorgan 02/17/23 JPMorgan ZIM Integrated upgraded to Overweight from Neutral at JPMorgan 02/13/23 Barclays ZIM Integrated downgraded to Underweight from Equal Weight at Barclays SI Silvergate Capital $1.19 / -0.11 (-8.46%) 03/13/23 DA Davidson DA Davidson upgrades Prosperity Bancshares to Buy on 'great defensive' qualities 03/13/23 Morgan Stanley Fed's new funding program a positive for Charles Schwab, says Morgan Stanley 03/13/23 BofA Charles Schwab price target lowered to $60 from $74 at BofA 03/13/23 Oppenheimer Coinbase price target lowered to $70 from $84 at Oppenheimer BITF Bitfarms $1.14 / +0.04 (+3.64%) 04/05/23 Stifel Bitfarms initiated with a Speculative Buy at Stifel 03/23/23 H.C. Wainwright Bitfarms price target lowered to $2 from $5 at H.C. Wainwright 08/16/22 H.C. Wainwright Bitfarms price target lowered to $5 from $7 at H.C. Wainwright MVIS MicroVision $1.96 / -0.015 (-0.76%) ZIM WAL SI PACW IFRX BITF ASML AMC ZIM ZIM Integrated $16.78 / -0.13 (-0.77%) 03/13/23 ZIM Integrated reports Q4 EPS $3.44, consensus $3.05 11/16/22 ZIM Integrated lowers FY22 adjusted EBITDA view to $7.4B-$7.7B from $7.8B-$8.2B 11/16/22 ZIM Integrated reports Q3 EPS $9.66, consensus $9.54 WAL Western Alliance $30.96 / -5.47 (-15.02%) 04/18/23 Western Alliance reports adjusted Q1 revenue $712.2M, consensus $666.4M 04/18/23 Western Alliance reports Q1 adjusted EPS $2.30, consensus $2.04 04/18/23 Notable companies reporting after market close 01/24/23 Western Alliance reports Q4 EPS $2.67, consensus $2.66 SI Silvergate Capital $1.19 / -0.11 (-8.46%) 01/17/23 Silvergate Capital reports Q4 adjusted EPS 48c, consensus 81c PACW PacWest Bancorp $6.55 / -2.52 (-27.80%) 04/25/23 PacWest Bancorp reports Q1 adjusted EPS 66c, consensus 61c 01/26/23 PacWest Bancorp reports Q4 EPS 33c, consensus 97c IFRX InflaRx $4.66 / -0.44 (-8.63%) 03/22/23 InflaRx reports FY22 EPS (EUR0.67) vs EUR 1.10 last year 11/09/22 InflaRx reports Q3 EPS (EUR 0.18) vs. (EUR 0.27) last year BITF Bitfarms $1.14 / +0.04 (+3.64%) 03/21/23 Bitfarms reports Q4 EPS (8c) vs. (40c) last year 11/14/22 Bitfarms reports Q3 EPS (40c) vs 13c last year ASML ASML $634.09 / -1.58 (-0.25%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% AMC AMC Entertainment $5.50 / -0.14 (-2.48%) 02/28/23 AMC Entertainment reports Q4 adjusted EPS (14c), consensus (21c) 02/28/23 Notable companies reporting after market close 11/08/22 AMC Entertainment reports Q3 adjusted EPS (20c), consensus (25c) 12 Apr SI PACW ASML AMC SI Silvergate Capital $1.19 / -0.11 (-8.46%) 03/13/23 Bear Cave blog sees 'more problems' at Coinbase 03/07/23 Silvergate in discussions with FDIC over ways to avoid shutdown, Bloomberg says 03/07/23 Silvergate in discussions with FDIC over ways to avoid shutdown, Bloomberg says 03/03/23 Silvergate Capital suspending Silvergate exchange network, Bloomberg says PACW PacWest Bancorp $6.55 / -2.52 (-27.80%) 05/02/23 Cohen & Steers cuts holdings in regional bank preferred shares, Bloomberg says 03/16/23 PacWest in talks for liquidity boost, Reuters says 03/16/23 PacWest in talks for liquidity boost from Atlas SP Partners, Reuters says ASML ASML $634.09 / -1.58 (-0.25%) 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports AMC AMC Entertainment $5.50 / -0.14 (-2.48%) 03/28/23 Amazon has 'NO deal on the table' for AMC Entertainment, FBN says 03/28/23 AMC Entertainment up after blog post speculation on Amazon interest 03/14/23 AMC shareholders approve 1-for-10 stock split, Bloomberg reports 03/14/23 AMC holders approve increase to common shares, Bloomberg reports ZIM WAL SI PACW MVIS IFRX BITF ASML AMC ZIM ZIM Integrated $16.78 / -0.13 (-0.77%) 03/13/23 What You Missed On Wall Street On Monday 03/13/23 What You Missed On Wall Street This Morning 02/17/23 What You Missed On Wall Street On Friday 02/17/23 What You Missed On Wall Street This Morning WAL Western Alliance $30.96 / -5.47 (-15.02%) 04/19/23 What You Missed On Wall Street On Wednesday 04/19/23 What You Missed On Wall Street This Morning 04/19/23 Fly Intel: Pre-market Movers 04/05/23 What You Missed On Wall Street On Wednesday SI Silvergate Capital $1.19 / -0.11 (-8.46%) 03/17/23 Here's What You Missed in Crypto This Week 03/13/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/11/23 Short Report: Bears move on as Silvergate Capital liquidates 03/10/23 Here's What You Missed in Crypto This Week PACW PacWest Bancorp $6.55 / -2.52 (-27.80%) 03/29/23 Fly Intel: After-Hours Movers 03/27/23 Fly Intel: Pre-market Movers 03/22/23 What You Missed On Wall Street On Wednesday 03/22/23 What You Missed On Wall Street This Morning MVIS MicroVision $1.96 / -0.015 (-0.76%) 02/01/23 What You Missed On Wall Street On Wednesday 02/01/23 What You Missed On Wall Street This Morning IFRX InflaRx $4.66 / -0.44 (-8.63%) 04/11/23 Fly Intel: After-Hours Movers 04/06/23 Biotech Alert: Searches spiking for these stocks today 12/23/22 Biotech Alert: Searches spiking for these stocks today BITF Bitfarms $1.14 / +0.04 (+3.64%) 03/24/23 Here's What You Missed in Crypto This Week 12/30/22 Here's What You Missed in Crypto This Week 12/16/22 Here's What You Missed in Crypto This Week ASML ASML $634.09 / -1.58 (-0.25%) 03/08/23 What You Missed On Wall Street On Wednesday 11/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations AMC AMC Entertainment $5.50 / -0.14 (-2.48%) 04/10/23 What You Missed On Wall Street On Monday 04/10/23 What You Missed On Wall Street This Morning 04/04/23 What You Missed On Wall Street On Tuesday 04/04/23 What You Missed On Wall Street This Morning 05/23/23 9th Annual Berenberg European Conference 2023 05/05/23 AMC Entertainment - AMC 05/09/23 MicroVision - MVIS 05/22/23 ZIM Integrated - ZIM 05/17/23 Microvision, Inc. 06/14/23 Western Alliance Bancorporation ZIM WAL SI PACW MVIS IFRX BPT BITF ASML AMC ZIM ZIM Integrated $16.78 / -0.13 (-0.77%) 04/21/23 ZIM Integrated Shipping Services put volume heavy and directionally bearish 04/11/23 ZIM Integrated Shipping Services call volume above normal and directionally bullish 04/04/23 Unusually active option classes on open April 4th 03/28/23 Largest borrow rate increases among liquid names WAL Western Alliance $30.96 / -5.47 (-15.02%) 05/02/23 Western Alliance put volume heavy and directionally bearish 04/18/23 Western Alliance options imply 9.5% move in share price post-earnings 03/23/23 Western Alliance put volume heavy and directionally bearish 03/20/23 Western Alliance put volume heavy and directionally bearish SI Silvergate Capital $1.19 / -0.11 (-8.46%) 04/19/23 Largest borrow rate increases among liquid names 04/17/23 Largest borrow rate increases among liquid names PACW PacWest Bancorp $6.55 / -2.52 (-27.80%) 05/02/23 Unusually active option classes on open May 2nd 05/01/23 PacWest Bancorp put volume heavy and directionally bearish 04/25/23 PacWest Bancorp call volume above normal and directionally bullish 04/25/23 Unusually active option classes on open April 25th MVIS MicroVision $1.96 / -0.015 (-0.76%) 05/01/23 Largest borrow rate increases among liquid names 04/28/23 Largest borrow rate increases among liquid names IFRX InflaRx $4.66 / -0.44 (-8.63%) 04/26/23 Largest borrow rate increases among liquid names 04/25/23 Largest borrow rate increases among liquid names 04/14/23 Largest borrow rate increases among liquid names 04/10/23 Largest borrow rate increases among liquid names BPT BP Prudhoe Bay $6.24 / -0.48 (-7.14%) 05/02/23 Largest borrow rate increases among liquid names 04/20/23 Largest borrow rate increases among liquid names 03/31/23 BP Prudhoe Bay options imply 12.0% move in share price post-earnings 03/24/23 BP Prudhoe Bay options imply 8.7% move in share price post-earnings BITF Bitfarms $1.14 / +0.04 (+3.64%) 03/15/23 Largest borrow rate increases among liquid names 03/02/23 Largest borrow rate increases among liquid names 02/14/23 Largest borrow rate increases among liquid names 02/02/23 Unusually active option classes on open February 2nd ASML ASML $634.09 / -1.58 (-0.25%) 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish AMC AMC Entertainment $5.50 / -0.14 (-2.48%) 04/27/23 Largest borrow rate increases among liquid names 04/26/23 Notable open interest changes for April 26th 04/25/23 Notable open interest changes for April 25th

Over a month ago
Downgrade	ASML downgraded to Hold from Buy at Stifel » 05:00 04/25/23 04/25 05:00 04/25/23 05:00 ASML ASML $627.04 / -7.28 (-1.15%) Stifel downgraded ASML to… Stifel downgraded ASML to Hold from Buy with a price target of EUR 650, down from EUR 750. The analyst expects ASML's industry outperformance in 2023 to pause in 2024. The current demand shift from leading-edge to mature semiconductor production technology capex at leading foundries should imply extreme ultraviolet demand pushouts, as evidenced by a weak order intake for EUV tools in Q1, the analyst tells investors in a research note. The firm says this should negatively impact growth expectations for 2024 and 2025. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options ASML ASML $627.04 / -7.28 (-1.15%) 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 11/16/22 Wafer Fab Equipment names slide after Micron cuts wafer starts ASML ASML $627.04 / -7.28 (-1.15%) 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse 03/29/23 Barclays ASML price target lowered to EUR 640 from EUR 665 at Barclays ASML ASML $627.04 / -7.28 (-1.15%) 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% ASML ASML $627.04 / -7.28 (-1.15%) 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports ASML ASML $627.04 / -7.28 (-1.15%) 03/08/23 What You Missed On Wall Street On Wednesday 11/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/23/23 9th Annual Berenberg European Conference 2023 ASML ASML $627.04 / -7.28 (-1.15%) 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish

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11:00	Biotech Alert: Searches spiking for these stocks today»
10:28	Here's What You Missed in Crypto This Week»
09:38	Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations»
08:59	Fly Intel: Pre-market Movers»
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A ...	2023 ASCO Annual Meeting
AUTL ...	Truist Hosted Company Events at 2023 ASCO Annual Meeting
LICY	Li-Cycle
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GERN	Geron
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TERN	Biotechnology--Reception
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MKSI	Spot Secondary

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