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Periodicals
Samsung starts construction on 5nm fab facility, Bloomberg reports » 06:01
05/22/20
05/22
06:01
05/22/20
06:01
SSNLF

Samsung

$0.00 /

+ (+0.00%)

, TSM

TSMC

$50.74 /

-1.1 (-2.12%)

, INTC

Intel

$61.98 /

-1.13 (-1.79%)

, NVDA

Nvidia

$351.01 /

-7.78 (-2.17%)

, QCOM

Qualcomm

$78.05 /

-2.57 (-3.19%)

Samsung (SSNLF) has…

Samsung (SSNLF) has started construction on a 5nm fabrication facility in Pyeongtaek, South Korea to take on TSMC's (TSM) contract chipmaking business, Bloomberg's Sohee Kim reports. Samsung expects the fab's output to go toward applications from 5G networking to high-performance computing from the second half of 2021, according to the report. Last year, Samsung said it would spent $116B to compete with TSMC and Intel (INTC) in contract chipmaking, making silicon for customers like Nvidia (NVDA) and Qualcomm (QCOM). Reference Link

ShowHide Related Items >><<
TSM TSMC
$50.74 /

-1.1 (-2.12%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

QCOM Qualcomm
$78.05 /

-2.57 (-3.19%)

NVDA Nvidia
$351.01 /

-7.78 (-2.17%)

INTC Intel
$61.98 /

-1.13 (-1.79%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

04/24/20 Credit Suisse
Apple, Samsung smartphone production plans revised down, says Credit Suisse
03/12/20 KeyBanc
COVID-19 impacting iPhone supply, resulting in lower store traffic, says KeyBanc
02/26/20 JPMorgan
Nokia's only viable strategic options sale of company or assets, says JPMorgan
01/30/20 Craig-Hallum
Qorvo price target raised to $135 from $100 at Craig-Hallum
TSM TSMC
$50.74 /

-1.1 (-2.12%)

04/28/20
Fly Intel: Top five analyst initiations
04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/27/20 Wedbush
TSMC initiated with an Outperform at Wedbush
04/17/20 Susquehanna
TSMC downgraded to Negative from Positive at Susquehanna
INTC Intel
$61.98 /

-1.13 (-1.79%)

04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
NVDA Nvidia
$351.01 /

-7.78 (-2.17%)

05/21/20 Credit Suisse
Nvidia reinstated with an Outperform at Credit Suisse
05/19/20 RBC Capital
Nvidia price target raised to $385 from $350 at RBC Capital
05/19/20 Susquehanna
Nvidia price target raised to $410 from $355 at Susquehanna
05/18/20
Fly Intel: Top five analyst upgrades
QCOM Qualcomm
$78.05 /

-2.57 (-3.19%)

05/21/20 Canaccord
Qualcomm strongly positioned for 5G investment cycle, says Canaccord
05/18/20 Wedbush
Apple yet again caught in U.S./China Tensions, says Wedbush
05/04/20
Fly Intel: Top five analyst initiations
05/04/20 KeyBanc
Apple cautious iPhone outlook likely a headwind for chip suppliers, says KeyBanc
TSM TSMC
$50.74 /

-1.1 (-2.12%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

QCOM Qualcomm
$78.05 /

-2.57 (-3.19%)

NVDA Nvidia
$351.01 /

-7.78 (-2.17%)

INTC Intel
$61.98 /

-1.13 (-1.79%)

TSM TSMC
$50.74 /

-1.1 (-2.12%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

QCOM Qualcomm
$78.05 /

-2.57 (-3.19%)

NVDA Nvidia
$351.01 /

-7.78 (-2.17%)

INTC Intel
$61.98 /

-1.13 (-1.79%)

TSM TSMC
$50.74 /

-1.1 (-2.12%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

QCOM Qualcomm
$78.05 /

-2.57 (-3.19%)

NVDA Nvidia
$351.01 /

-7.78 (-2.17%)

INTC Intel
$61.98 /

-1.13 (-1.79%)

TSM TSMC
$50.74 /

-1.1 (-2.12%)

QCOM Qualcomm
$78.05 /

-2.57 (-3.19%)

NVDA Nvidia
$351.01 /

-7.78 (-2.17%)

INTC Intel
$61.98 /

-1.13 (-1.79%)

INTC Intel
$61.98 /

-1.13 (-1.79%)

Thursday
Periodicals
Intel's head of connectivity Craig Barratt leaves company, CRN reports » 05:56
05/21/20
05/21
05:56
05/21/20
05:56
INTC

Intel

$63.11 /

+2.84 (+4.71%)

Craig Barratt, the ex-CEO…

Craig Barratt, the ex-CEO of Barefoot Networks, has left Intel one year after Intel acquired his startup, CRN's Dylan Martin reports. Barratt, who had been serving as head of Intel's connectivity group, left the chipmaker to "pursue a career opportunity outside the company," the company confirmed to CRN. Reference Link

ShowHide Related Items >><<
INTC Intel
$63.11 /

+2.84 (+4.71%)

INTC Intel
$63.11 /

+2.84 (+4.71%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
INTC Intel
$63.11 /

+2.84 (+4.71%)

INTC Intel
$63.11 /

+2.84 (+4.71%)

INTC Intel
$63.11 /

+2.84 (+4.71%)

INTC Intel
$63.11 /

+2.84 (+4.71%)

INTC Intel
$63.11 /

+2.84 (+4.71%)

Wednesday
Hot Stocks
Intel acquires Rivet Networks to boost Wi-Fi offerings for PC platforms » 16:08
05/20/20
05/20
16:08
05/20/20
16:08
INTC

Intel

$63.12 /

+2.85 (+4.73%)

Intel announces that the…

Intel announces that the company is acquiring Rivet Networks, which it calls "a leader in software and cloud-based technologies for networking connectivity." "Rivet Networks is a terrific complement to our existing Wi-Fi products and helps us further our vision of delivering PC platforms that power every person's greatest contribution. Rivet Networks' products deliver speed, intelligence and control for gamers and performance users. Its products maximize Wi-Fi bandwidth utilization and optimize the wireless network connection on your platform. In addition, Rivet Networks' products can also utilize the combination of Ethernet and Wi-Fi to prioritize traffic over both connections. Its team will join our Wireless Solutions Group within the Client Computing Group," Intel's Chris Walker stated in a post on the company's site. Reference Link

ShowHide Related Items >><<
INTC Intel
$63.12 /

+2.85 (+4.73%)

INTC Intel
$63.12 /

+2.85 (+4.73%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
INTC Intel
$63.12 /

+2.85 (+4.73%)

INTC Intel
$63.12 /

+2.85 (+4.73%)

INTC Intel
$63.12 /

+2.85 (+4.73%)

INTC Intel
$63.12 /

+2.85 (+4.73%)

INTC Intel
$63.12 /

+2.85 (+4.73%)

Over a week ago
Hot Stocks
Intel Capital invests $132M in 11 technology startups » 06:22
05/13/20
05/13
06:22
05/13/20
06:22
INTC

Intel

$58.36 /

-1.75 (-2.91%)

Intel Capital, Intel…

Intel Capital, Intel Corporation's global investment organization, announced on Tuesday new investments totaling $132M in 11 technology startups. These companies bring to market breakthrough innovations in artificial intelligence, autonomous computing and chip design. The companies joining Intel Capital's portfolio are Anodot, Astera Labs, Axonne, Hypersonix, KFBIO, Lilt, MemVerge, ProPlus Electronics, Retrace, Spectrum Materials and Xsight Labs. Intel Capital identifies and invests in disruptive startups that are working to improve the way we work and live. Each of our recent investments is pushing the boundaries in areas such as AI, data analytics, autonomous systems and semiconductor innovation. Intel Capital is excited to work with these companies as we jointly navigate the current world challenges and as we together drive sustainable, long-term growth," said Wendell Brooks, Intel senior vice president and president of Intel Capital.

ShowHide Related Items >><<
INTC Intel
$58.36 /

-1.75 (-2.91%)

INTC Intel
$58.36 /

-1.75 (-2.91%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
INTC Intel
$58.36 /

-1.75 (-2.91%)

INTC Intel
$58.36 /

-1.75 (-2.91%)

INTC Intel
$58.36 /

-1.75 (-2.91%)

INTC Intel
$58.36 /

-1.75 (-2.91%)

INTC Intel
$58.36 /

-1.75 (-2.91%)

Periodicals
Researcher finds security flaw in PCs with Intel Thunderbolt port, CRN reports » 12:37
05/11/20
05/11
12:37
05/11/20
12:37
INTC

Intel

$60.34 /

+0.67 (+1.12%)

A security researcher has…

A security researcher has discovered a flaw in many PCs fitted with an Intel Thunderbolt port that lets attackers with brief physical access read and copy all of the device's data, CRN's Michael Novinson reports. According to Eindhoven University of Technology researcher Bjorn Ruytenberg, the Thunderspy vulnerability can be exploited even if a drive is encrypted or the computer is locked and in sleep mode, Novinson says. The researcher noted that the security flaw doesn't require a user to click on a phishing link or get deceived into using a malicious piece of hardware, and doesn't leave any traces or evidence of the attack behind, the author notes. "Thunderspy works even if you follow best security practices by locking or suspending your computer when leaving briefly," Ruytenberg said. "All the attacker needs is five minutes alone with the computer, a screwdriver, and some easily portable hardware." Reference Link

ShowHide Related Items >><<
INTC Intel
$60.34 /

+0.67 (+1.12%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
Periodicals
White House in talks with Intel, TSMC for U.S. chip plants, WSJ reports » 06:02
05/11/20
05/11
06:02
05/11/20
06:02
INTC

Intel

$59.67 /

+0.48 (+0.81%)

, TSM

TSMC

$52.91 /

+0.585 (+1.12%)

The White House is in…

The White House is in talks with Intel (INTC) and TSMC (TSM) about building chip factories in the U.S. to strengthen domestic supply chains, The Wall Street Journal's Asa Fitch, Kate O'Keeffe and Bob Davis report, citing sources. In a statement, TSMC said it is open to building an overseas plant. "We are actively evaluating all the suitable locations, including in the U.S., but there is no concrete plan yet," the company said. "We're very serious about this," said Greg Slater, Intel's vice president of policy and technical affairs. Slater said Intel's plan would be to operate a plant that could provide advanced chips securely for both the government and other customers. Reference Link

ShowHide Related Items >><<
INTC Intel
$59.67 /

+0.48 (+0.81%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
TSM TSMC
$52.91 /

+0.585 (+1.12%)

04/28/20
Fly Intel: Top five analyst initiations
04/27/20 Wedbush
TSMC initiated with an Outperform at Wedbush
04/17/20 Susquehanna
TSMC downgraded to Negative from Positive at Susquehanna
Periodicals
Intel workers complain about safety amid chip output priority, Bloomberg says » 09:56
05/08/20
05/08
09:56
05/08/20
09:56
INTC

Intel

$59.43 /

+0.24 (+0.41%)

Bloomberg's Ian King…

Bloomberg's Ian King wrote earlier that according to complaints filed at government agencies, chip maker Intel is being accused of sidelining worker safety "at some of its factories to maintain chip production in the midst of the Covid-19 pandemic." Reference Link

ShowHide Related Items >><<
INTC Intel
$59.43 /

+0.24 (+0.41%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
Periodicals
Smart location firm Tile partnering with Intel to track lost PCs, The Verge says » 13:07
05/07/20
05/07
13:07
05/07/20
13:07
INTC

Intel

$59.61 /

+0.42 (+0.71%)

The Verge's Monica…

The Verge's Monica Chin wrote that smart location company Tile has announced that it is partnering with chip maker Intel "to bring its tracking technology to laptops in order to help customers track down misplaced or stolen PCs." "Tile trackers connect, via Bluetooth, to a Tile mobile app, which you can use to check their location on a map, if they're in Bluetooth range. You can also set off an alarm," added The Verge. Reference Link

ShowHide Related Items >><<
INTC Intel
$59.61 /

+0.42 (+0.71%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
Earnings
Fly Intel: What to watch in PayPal earnings report » 12:35
05/06/20
05/06
12:35
05/06/20
12:35
INTC

Intel

$59.57 /

+1.12 (+1.92%)

, SQ

Square

$68.59 /

+1.87 (+2.80%)

, INTU

Intuit

$277.46 /

+3.09 (+1.13%)

PayPal (PYPL) is…

PayPal (PYPL) is scheduled to report results of its first fiscal quarter after market close on May 6, with a conference call scheduled for 5:00 pm EDT. What to watch for: 1. OUTLOOK: On February 27, PayPal said that it had been "carefully assessing the effect of COVID-19 as conditions continue to evolve... PayPal's business trends remain strong; however, international cross-border e-commerce activity has been negatively impacted by COVID-19. We currently estimate the negative impact from COVID-19 to be an approximate one percentage point reduction, on both a spot and foreign currency-neutral basis, to PayPal's year-over-year revenue growth for the first quarter, as compared to the revenue guidance provided on January 29, 2020. Stronger performance quarter-to-date across our diversified business is partially offsetting this one percentage point negative impact. We now expect to report first quarter 2020 revenue toward the lower end of our previously guided range of $4.78B-$4.84B." The company also reaffirmed its Q1 GAAP and non-GAAP EPS guidance. During the company's last earnings call in late January, PayPal said it expected Q1 adjusted EPS between 76c-78c, and FY20 adjusted EPS of $3.39-$3.46. 2. 'RAPID ADOPTION INCREASE': In a research note to investors last month, Deutsche Bank analyst Bryan Keane raised the firm's price target on PayPal to $147 from $127, while keeping a Buy rating on the shares. The analyst believes the Street is underappreciating the "rapid adoption increase" toward e-commerce in the new COVID-19 world, with PayPal as one of the main beneficiaries of this trend. The surge in new online shoppers should drive "strong" net new active customers for the company, he contended. 3. TO WAIVE CERTAIN FEES, DEFER PAYMENTS: PayPal announced on March 31 a set of relief measures to help its more than 24M merchants around the world impacted by the coronavirus. The company said it was waiving certain fees and deferring repayments on business loans for some of its most affected small business customers. 4. LENDING TO SMALL BUSINESSES: PayPal, Square (SQ), and Intuit (INTU) started lending to small businesses that couldn't get access to COVID-19 relief funds through large U.S. banks, Bloomberg's Olivia Rockeman and Edward Ludlow reported last month. Fintech companies have been pushing to provide emergency loans since mid-March, over a week before the passage of a federal bill that crated the Paycheck Protection Program, the authors noted. "The PPP program has manual checks and processes that require time, and we're doing the best we can despite having tech that can operate at scale and efficiency," said Brian Peters, executive director of Financial Innovation Now, an industry group whose membership includes PayPal and Square.

ShowHide Related Items >><<
INTC Intel
$59.57 /

+1.12 (+1.92%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'
SQ Square
$68.59 /

+1.87 (+2.80%)

05/05/20 KeyBanc
Square price target raised to $70 from $65 at KeyBanc
04/28/20
Fly Intel: Top five analyst downgrades
04/28/20 Compass Point
Compass Point downgrades Square to Sell on 'significant disconnect with reality'
04/28/20 Compass Point
Square downgraded to Sell from Neutral at Compass Point
INTU Intuit
$277.46 /

+3.09 (+1.13%)

05/05/20 KeyBanc
Intuit price target raised to $285 from $275 at KeyBanc
04/17/20 RBC Capital
Intuit lowered to $280 from $345 at RBC Capital
04/13/20 Jefferies
Jefferies continues to like Intuit after approval for small business lending
04/07/20 Citi
Intuit price target lowered to $272 from $312 at Citi
Hot Stocks
Intel acquires mobility-as-a-service solutions company Moovit for $900M » 12:04
05/04/20
05/04
12:04
05/04/20
12:04
INTC

Intel

$57.37 /

-0.15 (-0.26%)

Intel announced it has…

Intel announced it has acquired Moovit, a mobility-as-a-service solutions company, for approximately $900M, or $840M net of Intel Capital equity gain. Moovit "is known for its urban mobility application that offers travelers around the world the best multimodal trip planning by combining public transportation, bicycle and scooter services, ride-hailing, and car-sharing," Intel stated. The addition of Moovit brings Intel's Mobileye "closer to achieving its plan to become a complete mobility provider, including robotaxi services," Intel added. By working together as part of Intel and Mobileye, Moovit will advance the company's MaaS strategy and the global adoption of autonomous transportation, the company said. "Moovit's massive global user base, proprietary transportation data, global editors community, strong partnerships with key transit and mobility ecosystem partners, and highly skilled team is what makes them a great investment. Moovit is a strong brand trusted by hundreds of millions of people globally. Together, with Mobileye's extensive capabilities in mapping and self-driving technology, we will be able to accelerate our timeline to transform the future of mobility," said Professor Amnon Shashua, CEO of Intel's Mobileye unit.

ShowHide Related Items >><<
INTC Intel
$57.37 /

-0.15 (-0.26%)

04/28/20 Wedbush
Wedbush bullish on TSMC, initiates with an Outperform
04/24/20 JPMorgan
Intel remains well positioned to outperform, says JPMorgan
04/24/20 Baird
Intel valuation remains compelling given outlook, says Baird
04/24/20 Morgan Stanley
Morgan Stanley maintains Overweight rating on Intel, but 'enthusiasm waning'

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