Friday
Periodicals
Drivers for DoorDash…
Drivers for DoorDash (DASH) are now delivering items to consumers purchased online from Facebook Marketplace (META) as part of a new partnership, reported The Wall Street Journal's Salvador Rodriguez and Preetika Rana. Meta and DoorDash, who confirmed that they tested the service in several U.S. cities in recent months, said the partnership is in early stages, according to the report. Reference Link
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08/11/22 Teens are leaving Facebook, YouTube used by 95% of teens, Pew Research says 08/04/22 Meta to shut down Facebook Live Shopping feature on October 1 08/02/22 Arista Networks CEO: Demand is far greater than supply 08/02/22 Sheryl Sandberg officially stepped down as Meta COO on August 1 08/05/22 DoorDash sees 2023 EBITDA up 'by a modest amount,' says CFO Adarkar 07/26/22 FaZe Clan launches 'FaZe Subs' exclusively on DoorDash 07/20/22 DoorDash to roll out new safety features for alcohol delivery in U.S. 07/14/22 DoorDash appoints Ellie Mertz to board of directors 08/05/22 Needham DoorDash price target raised to $115 from $100 at Needham 08/05/22 RBC Capital DoorDash price target raised to $100 from $94 at RBC Capital 08/05/22 Evercore ISI DoorDash price target raised to $122 from $98 at Evercore ISI 08/05/22 Barclays DoorDash price target raised to $90 from $80 at Barclays 08/11/22 Loop Capital Loop Capital has 'stronger conviction' in Enovix after 'customer milestones' 08/10/22 BofA Meta Platforms added to US 1 List; Alphabet removed at BofA 08/09/22 Stifel Unity price target raised to $60 at Stifel after AppLovin proposal 08/05/22 Needham Meta Platforms outlook made worse by Apple's AdTech platform, says Needham 07/27/22 Meta Platforms reports Q2 EPS $2.46, consensus $2.61 07/27/22 Notable companies reporting after market close 08/04/22 DoorDash sees FY22 adjusted EBITDA of $200M-$500M 08/04/22 DoorDash sees Q3 adjusted EBITDA $25M-$75M 08/04/22 DoorDash reports Q2 EPS (72c), consensus (41c) 08/04/22 Notable companies reporting after market close
Periodicals
An ongoing conflict over…
An ongoing conflict over privacy between Apple (AAPL) and Facebook (META) is affecting the digital economy, with companies shifting billions in advertising spending as users continue to limit data available to advertisers, the Wall Street Journal's Salvador Rodriguez reports. In the years before launching iOS 14.5, which made it easier for iPhone and iPad users to opt out of letting apps track their activity, Apple suggested a series of deals that would earn the tech giant a slice of Facebook's revenue, the author says, citing people who either participated in the meetings or were briefed about them. Apple also discussed creating a subscription-based version of Facebook that would ad-free, the author says, noting that the two companies also haggled over whether Apple was entitled to a cut of Facebook's sales from boosted posts. Reference Link
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08/11/22 Teens are leaving Facebook, YouTube used by 95% of teens, Pew Research says 08/04/22 Meta to shut down Facebook Live Shopping feature on October 1 08/02/22 Arista Networks CEO: Demand is far greater than supply 08/02/22 Sheryl Sandberg officially stepped down as Meta COO on August 1 08/03/22 Microsoft says Teams now optimized for Mac computers 07/28/22 Apple says 'constantly surveilling' the market for potential acquisitions 07/28/22 Apple expects Q4 revenue to accelerate y/y 07/28/22 Apple says response to iPhone 13 'continues to be strong' 08/11/22 Craig-Hallum Enovix price target raised to $25 from $20 at Craig-Hallum 08/11/22 Loop Capital Loop Capital has 'stronger conviction' in Enovix after 'customer milestones' 08/10/22 Bernstein Apple Services performance fundamentally better than believed, says Bernstein 08/08/22 B. Riley B. Riley thinks Globalstar's mystery satellite capacity customer is Apple 08/10/22 BofA Meta Platforms added to US 1 List; Alphabet removed at BofA 08/09/22 Stifel Unity price target raised to $60 at Stifel after AppLovin proposal 08/05/22 Needham Meta Platforms outlook made worse by Apple's AdTech platform, says Needham 07/27/22 Meta Platforms reports Q2 EPS $2.46, consensus $2.61 07/27/22 Notable companies reporting after market close 07/28/22 Apple reports Q3 EPS $1.20, consensus $1.16 07/28/22 Notable companies reporting after market close 04/28/22 Apple says y/y Q3 revenue growth to be impacted by COVID 04/28/22 Apple reports Q2 EPS $1.52, consensus $1.43 08/11/22 FTC expected to expand online privacy protections, WSJ reports 08/05/22 Meta agrees to put Within deal on hold amid FTC suit, Bloomberg says 08/05/22 Meta agrees to put Within deal on hold amid FTC suit, Bloomberg says 08/04/22 Meta Platforms could sell up to $10B of debt, Bloomberg reports 08/12/22 Apple aassemblers seen making 220M iPhones for 2022, Bloomberg says 08/11/22 Apple assemblers seen making 220M iPhones for 2022, Bloomberg says 08/10/22 Apple signs agreement with 'Suave' maker Futuro Studios, Bloomberg reports 08/10/22 TSMC receives sub-7nm chip orders from Qualcomm, DigiTimes reports 08/05/22 What You Missed On Wall Street On Friday 08/03/22 #SocialStocks: Five-day trial between Twitter and Elon Musk set for October 17 08/02/22 What You Missed On Wall Street This Morning 08/10/22 #SocialStocks: Musk sells Tesla shares should he lose legal battle with Twitter 08/10/22 What Wall Street is saying about Disney ahead of earnings 08/09/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street This Morning 07/29/22 Notable open interest changes for July 29th 07/29/22 Meta Platforms Inc call buyer realizes 44% same-day gains 07/28/22 Notable open interest changes for July 28th 07/27/22 Meta Platforms Inc options imply 8.6% move in share price post-earnings 08/12/22 Notable open interest changes for August 12th 08/12/22 Apple put buyer realizes 14% same-day gains 08/11/22 Notable open interest changes for August 11th 08/10/22 Notable open interest changes for August 10th
Periodicals
Apple partners are…
Apple partners are expected to assemble 90M new model iPhones and 220M iPhones in total for the year, keeping iPhone production this year at levels similar to 2021, according to Bloomberg's Debby Wu, citing people with knowledge of the matter. Apple still expects to assemble about 220M iPhones in total for 2022, also about on par with last year, one of the people says. Reference Link
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08/03/22 Microsoft says Teams now optimized for Mac computers 07/28/22 Apple says 'constantly surveilling' the market for potential acquisitions 07/28/22 Apple expects Q4 revenue to accelerate y/y 07/28/22 Apple says response to iPhone 13 'continues to be strong' 08/11/22 Craig-Hallum Enovix price target raised to $25 from $20 at Craig-Hallum 08/11/22 Loop Capital Loop Capital has 'stronger conviction' in Enovix after 'customer milestones' 08/10/22 Bernstein Apple Services performance fundamentally better than believed, says Bernstein 08/08/22 B. Riley B. Riley thinks Globalstar's mystery satellite capacity customer is Apple 07/28/22 Apple reports Q3 EPS $1.20, consensus $1.16 07/28/22 Notable companies reporting after market close 04/28/22 Apple says y/y Q3 revenue growth to be impacted by COVID 04/28/22 Apple reports Q2 EPS $1.52, consensus $1.43 08/11/22 Apple assemblers seen making 220M iPhones for 2022, Bloomberg says 08/10/22 Apple signs agreement with 'Suave' maker Futuro Studios, Bloomberg reports 08/10/22 TSMC receives sub-7nm chip orders from Qualcomm, DigiTimes reports 08/10/22 Taiwan wants Foxconn to unwind stake in Tsinghua, FT reports 08/10/22 #SocialStocks: Musk sells Tesla shares should he lose legal battle with Twitter 08/10/22 What Wall Street is saying about Disney ahead of earnings 08/09/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street This Morning 08/12/22 Notable open interest changes for August 12th 08/12/22 Apple put buyer realizes 14% same-day gains 08/11/22 Notable open interest changes for August 11th 08/10/22 Notable open interest changes for August 10th
Options
Thursday's total…
Thursday's total option volume of 45.4 million contracts resulted in net open interest growth of 3.71 million calls and 4.68 million puts. Apple (AAPL), Rivian (RIVN), Ford (F) and Bank of America (BAC) saw the greatest growth. Top five new positions opened include 30k Apple (AAPL) Dec-22 170 puts, 28k Pfizer (PFE) Nov-22 50 calls, 23k Bank of America (BAC) Jun-24 35 puts, 23k Taiwan Semi (TSM) Dec-22 80 puts and 22k Nikola (NKLA) Aug-22 7.5 calls.
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08/11/22 Rivian Automotive cuts FY22 adjusted EBITDA target to loss of $5.45B from $4.75B 08/11/22 Rivian Auto says supply chain constraints 'to remain limiting factor' in output 08/11/22 Rivian Automotive reports Q2 output of 4.40K and deliveries of 4.47K vehicles 08/11/22 Rivian Automotive affirms 2022 production target of 25K vehicles 08/10/22 DTE Energy to add 650 megawatts of new solar energy capacity for Ford 08/09/22 Ford boosts F-150 Lightning price on 'significant material cost increases' 08/09/22 FedEx to pilot ten Ford E-Transit vans across SameDay City network 08/03/22 Ford reports July U.S. sales up 36.6% y/y to 163,942 vehicles 08/05/22 TFI International announces Pratt joins board of directors 07/27/22 Bank of America CEO: We feel good about the American consumer 07/20/22 Bank of America raises quarterly cash dividend to 22c from 21c per share 07/18/22 Bank of America sees customers holding 'healthy deposit balance' 08/03/22 Microsoft says Teams now optimized for Mac computers 07/28/22 Apple says 'constantly surveilling' the market for potential acquisitions 07/28/22 Apple expects Q4 revenue to accelerate y/y 07/28/22 Apple says response to iPhone 13 'continues to be strong' 08/11/22 Craig-Hallum Enovix price target raised to $25 from $20 at Craig-Hallum 08/11/22 Loop Capital Loop Capital has 'stronger conviction' in Enovix after 'customer milestones' 08/10/22 Bernstein Apple Services performance fundamentally better than believed, says Bernstein 08/08/22 B. Riley B. Riley thinks Globalstar's mystery satellite capacity customer is Apple 08/12/22 DA Davidson Rivian Automotive price target raised to $27 from $24 at DA Davidson 08/12/22 Morgan Stanley Rivian Automotive's liqudity can last through most of FY23, says Morgan Stanley 08/12/22 Mizuho Rivian Automotive price target lowered to $65 from $70 at Mizuho 07/18/22 Deutsche Bank Rivian Automotive price target lowered to $46 from $69 at Deutsche Bank 08/02/22 Citi Citi ticks up Ford target, closes 'Upside Catalyst Watch' 08/01/22 Benchmark Ford price target lowered to $23 from $25 at Benchmark 07/28/22 Deutsche Bank Ford price target raised to $13 from $12 at Deutsche Bank 07/26/22 JPMorgan Ford price target lowered to $19 from $21 at JPMorgan 07/19/22 RBC Capital Bank of America price target lowered to $40 from $45 at RBC Capital 07/19/22 Barclays Bank of America price target lowered to $51 from $58 at Barclays 07/12/22 Citi Bank of America price target lowered to $40 from $47 at Citi 07/12/22 Morgan Stanley Bank of America price target lowered to $40 from $47 at Morgan Stanley 08/11/22 Rivian Automotive reports Q2 EPS ($1.89), consensus ($1.67) 08/11/22 Notable companies reporting after market close 07/28/22 Amazon reports Q2 EPS (20c) with Rivian loss, consensus 13c 05/11/22 Rivian Automotive reports Q1 adjusted EPS ($1.43), consensus ($1.44) 07/27/22 Ford reports Q2 adjusted EPS 68c, consensus 45c 07/27/22 Notable companies reporting after market close 06/28/22 InterDigital raises Q2 revenue view to $120M-$124M from $114M-$120M 04/27/22 Ford reports Q1 adjusted EPS 38c, consensus 37c 07/18/22 Bank of America reports Q2 EPS 73c, consensus 78c 04/18/22 Bank of America reports Q1 EPS 80c, consensus 74c 04/18/22 Bank of America reports Q1 EPS 80c, consensus 74c 02/27/22 Berkshire operating earnings surge, Buffett repurchases record $27B in stock 07/28/22 Apple reports Q3 EPS $1.20, consensus $1.16 07/28/22 Notable companies reporting after market close 04/28/22 Apple says y/y Q3 revenue growth to be impacted by COVID 04/28/22 Apple reports Q2 EPS $1.52, consensus $1.43
Options
Notable profits for the…
Notable profits for the buyer who lifted the $10.00 offer for 3,011 Apple (AAPL) Dec-22 170 puts yesterday at 10:05ET when underlying shares were trading at $170.85. Shares closed at $168.49, and the puts at $11.38 for a mark-to-market profit of 14%, or $417K, on the $3011K outlay.
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08/03/22 Microsoft says Teams now optimized for Mac computers 07/28/22 Apple says 'constantly surveilling' the market for potential acquisitions 07/28/22 Apple expects Q4 revenue to accelerate y/y 07/28/22 Apple says response to iPhone 13 'continues to be strong' 08/11/22 Craig-Hallum Enovix price target raised to $25 from $20 at Craig-Hallum 08/11/22 Loop Capital Loop Capital has 'stronger conviction' in Enovix after 'customer milestones' 08/10/22 Bernstein Apple Services performance fundamentally better than believed, says Bernstein 08/08/22 B. Riley B. Riley thinks Globalstar's mystery satellite capacity customer is Apple 07/28/22 Apple reports Q3 EPS $1.20, consensus $1.16 07/28/22 Notable companies reporting after market close 04/28/22 Apple says y/y Q3 revenue growth to be impacted by COVID 04/28/22 Apple reports Q2 EPS $1.52, consensus $1.43 08/11/22 Apple assemblers seen making 220M iPhones for 2022, Bloomberg says 08/10/22 Apple signs agreement with 'Suave' maker Futuro Studios, Bloomberg reports 08/10/22 TSMC receives sub-7nm chip orders from Qualcomm, DigiTimes reports 08/10/22 Taiwan wants Foxconn to unwind stake in Tsinghua, FT reports 08/10/22 #SocialStocks: Musk sells Tesla shares should he lose legal battle with Twitter 08/10/22 What Wall Street is saying about Disney ahead of earnings 08/09/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street This Morning 08/11/22 Notable open interest changes for August 11th 08/10/22 Notable open interest changes for August 10th 08/09/22 Notable open interest changes for August 9th 08/08/22 Notable open interest changes for August 8th
Thursday
Hot Stocks
"The landscape of…
"The landscape of social media is ever-changing, especially among teens who often are on the leading edge of this space. A new Pew Research Center survey of American teenagers ages 13 to 17 finds TikTok has rocketed in popularity since its North American debut several years ago and now is a top social media platform for teens among the platforms covered in this survey. Some 67% of teens say they ever use TikTok, with 16% of all teens saying they use it almost constantly. Meanwhile, the share of teens who say they use Facebook, a dominant social media platform among teens in the Center's 2014-15 survey, has plummeted from 71% then to 32% today. YouTube (GOOG) tops the 2022 teen online landscape among the platforms covered in the Center's new survey, as it is used by 95% of teens. TikTok is next on the list of platforms that were asked about in this survey,67%, followed by Instagram and Snapchat (SNAP), which are both used by about six-in-ten teens. After those platforms come Facebook (META) with 32% and smaller shares who use Twitter (TWTR), Twitch, WhatsApp, Reddit and Tumblr,"wrote Emily Vogels, Risa Gelles-Watnick and Navid Massarat for Pew Research. Reference Link
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08/10/22 Elon Musk says 'done' selling Tesla shares 08/09/22 User reports indicate problems at Twitter, DownDetector says 08/07/22 Elon Musk challenges Twitter CEO to 'a public debate' on bots 08/07/22 Musk says Twitter deal should not proceed if SEC filings 'materially false' 08/09/22 Snapchat debuts new parental controls 'to help keep teens safe' 07/22/22 Snap falls -38.7% 07/22/22 Snap falls -35.2% 07/22/22 Snap falls -34.1% 08/04/22 Meta to shut down Facebook Live Shopping feature on October 1 08/02/22 Arista Networks CEO: Demand is far greater than supply 08/02/22 Sheryl Sandberg officially stepped down as Meta COO on August 1 07/31/22 Fly Intel: Top five weekend stock stories 08/09/22 Google back up after brief outage Monday night, says Downdetector 08/08/22 Clover Health CEO Vivek Garipalli to switch roles, Andrew Toy to succeed 08/02/22 Mandiant to not provide guidance due to pending transaction with Google 08/02/22 Thryv and Google team to streamline communication for small businesses 08/11/22 Loop Capital Loop Capital has 'stronger conviction' in Enovix after 'customer milestones' 08/10/22 BofA Meta Platforms added to US 1 List; Alphabet removed at BofA 08/09/22 Stifel Unity price target raised to $60 at Stifel after AppLovin proposal 08/05/22 Needham Meta Platforms outlook made worse by Apple's AdTech platform, says Needham 08/10/22 Gordon Haskett Tesla sale shows Musk knows must come up with Twitter money, says Gordon Haskett 08/10/22 Wedbush Twitter price target raised to $50 from $30 at Wedbush 08/05/22 Susquehanna Susquehanna downgrades Twitter on 'uncertainty and disruption' from takeover 08/05/22 Susquehanna Twitter downgraded to Neutral from Positive at Susquehanna 07/27/22 Jefferies Alphabet price target lowered to $130 from $155 at Jefferies 07/27/22 Morgan Stanley Alphabet price target raised to $145 from $140 at Morgan Stanley 07/25/22 Argus Snap downgraded to Hold from Buy at Argus 07/25/22 MoffettNathanson Snap downgraded to Market Perform at MoffettNathanson (Friday) 08/10/22 Oppenheimer Trade Desk price target raised to $78 from $60 at Oppenheimer 08/03/22 Tigress Financial Alphabet price target raised to $186 from $183 at Tigress Financial 07/27/22 Truist Chrome cookie phase-out delay positive for Criteo, says Truist 08/10/22 Needham Trade Desk price target raised to $65 from $55 at Needham 07/22/22 Twitter reports Q2 EPS (8c), consensus 14c 07/21/22 Notable companies reporting before tomorrow's open 04/28/22 Twitter withdrawing previously provided outlook given pending acquisition 07/21/22 Snap reports Q2 adjusted EPS (2c), consensus (1c) 07/21/22 Notable companies reporting after market close 05/23/22 Snap sees Q2 revenue, adjusted EBITDA below low end of prior guidance 04/21/22 Snap sees Q2 revenue up 20%-25% y/y, consensus $1.26B 07/27/22 Meta Platforms reports Q2 EPS $2.46, consensus $2.61 07/27/22 Notable companies reporting after market close 07/26/22 Alphabet reports Q2 EPS $1.21, consensus $1.30 07/26/22 Notable companies reporting after market close 04/26/22 Alphabet reports Q1 EPS $24.62, consensus $25.96 04/26/22 Notable companies reporting after market close 08/11/22 Musk wants name of Twitter workers who count spam, bot accounts, Bloomberg says 08/10/22 Former Twitter employee convicted on charges related to Saudi spying, NYT says 08/05/22 Musk accuses Twitter of fraud in countersuit, WSJ reports 08/04/22 Twitter rolls out Location Spotlight feature for businesses, Verge reports 08/11/22 Snap employees bracing for layoffs after Q&A, Insider reports 07/13/22 Snap exploring plans to let users showcase NFTs as filters, FT reports 07/11/22 Netflix looks at Comcast exec to potentially oversee ad-supported tier, WSJ says 06/28/22 Meta, Snap could face penalties for addicting children in California, WSJ says 08/11/22 FTC expected to expand online privacy protections, WSJ reports 08/05/22 Meta agrees to put Within deal on hold amid FTC suit, Bloomberg says 08/05/22 Meta agrees to put Within deal on hold amid FTC suit, Bloomberg says 08/04/22 Meta Platforms could sell up to $10B of debt, Bloomberg reports 08/11/22 Google lets certain users play cloud games from search results, Verge says 08/10/22 Google Fiber plans expansion into five U.S. states, Reuters reports 08/09/22 Waymo introduces new accessibility features for robotaxi riders, Verge says 08/10/22 What You Missed On Wall Street On Wednesday 08/10/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street On Monday 08/11/22 What You Missed On Wall Street On Thursday 08/11/22 What You Missed On Wall Street This Morning 07/27/22 #SocialStocks: Social media stocks to limit hiring amid industry belt tightening 08/10/22 #SocialStocks: Musk sells Tesla shares should he lose legal battle with Twitter 08/05/22 What You Missed On Wall Street On Friday 08/03/22 #SocialStocks: Five-day trial between Twitter and Elon Musk set for October 17 08/02/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street This Morning 08/04/22 What You Missed On Wall Street This Morning 08/11/22 Notable open interest changes for August 11th 07/22/22 Notable open interest changes for July 22nd 07/20/22 Notable open interest changes for July 20th 07/14/22 Notable open interest changes for July 14th 08/02/22 Snap Inc. call volume above normal and directionally bullish 07/25/22 Notable open interest changes for July 25th 07/21/22 Snap Inc. options imply 15.5% move in share price post-earnings 07/29/22 Notable open interest changes for July 29th 07/29/22 Meta Platforms Inc call buyer realizes 44% same-day gains 07/28/22 Notable open interest changes for July 28th 07/27/22 Meta Platforms Inc options imply 8.6% move in share price post-earnings 07/27/22 Notable open interest changes for July 27th 07/26/22 Alphabet Class A options imply 6.1% move in share price post-earnings 07/26/22 Alphabet options imply 6.1% move in share price post-earnings 07/25/22 Unusually active option classes on open July 25th 07/25/22 Alphabet put buyer realizes 47% same-day gains 07/22/22 Unusually active option classes on open July 22nd
Periodicals
Apple partners are…
Apple partners are expected to assemble 90M new model iPhones and 220M iPhones in total for 2022, sustaining iPhone production this year at levels on par with 2021, according to Bloomberg.
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08/03/22 Microsoft says Teams now optimized for Mac computers 07/28/22 Apple says 'constantly surveilling' the market for potential acquisitions 07/28/22 Apple expects Q4 revenue to accelerate y/y 07/28/22 Apple says response to iPhone 13 'continues to be strong' 08/11/22 Craig-Hallum Enovix price target raised to $25 from $20 at Craig-Hallum 08/11/22 Loop Capital Loop Capital has 'stronger conviction' in Enovix after 'customer milestones' 08/10/22 Bernstein Apple Services performance fundamentally better than believed, says Bernstein 08/08/22 B. Riley B. Riley thinks Globalstar's mystery satellite capacity customer is Apple 07/28/22 Apple reports Q3 EPS $1.20, consensus $1.16 07/28/22 Notable companies reporting after market close 04/28/22 Apple says y/y Q3 revenue growth to be impacted by COVID 04/28/22 Apple reports Q2 EPS $1.52, consensus $1.43 08/10/22 Apple signs agreement with 'Suave' maker Futuro Studios, Bloomberg reports 08/10/22 TSMC receives sub-7nm chip orders from Qualcomm, DigiTimes reports 08/10/22 Taiwan wants Foxconn to unwind stake in Tsinghua, FT reports 08/09/22 TSMC to see Apple orders generate over $16B in 2022, DigiTimes reports 08/10/22 #SocialStocks: Musk sells Tesla shares should he lose legal battle with Twitter 08/10/22 What Wall Street is saying about Disney ahead of earnings 08/09/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street This Morning 08/11/22 Notable open interest changes for August 11th 08/10/22 Notable open interest changes for August 10th 08/09/22 Notable open interest changes for August 9th 08/08/22 Notable open interest changes for August 8th
Options
Wednesday's total…
Wednesday's total option volume of 43.4 million contracts resulted in net open interest growth of 3.58 million calls and 4.03 million puts. Apple (AAPL), Disney (DIS), Amazon (AMZN) and Twitter (TWTR) saw the greatest growth. Top five new positions opened include 33k AT&T (T) Nov-22 15 puts, 30k Plug Power (PLUG) Jan-23 10 puts, 20k United Microelectronics (UMC) Sep-22 10 calls, 20k United Microelectronics (UMC) Sep-22 10 puts and 17k Vale (VALE) Sep-22 15 calls.
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08/10/22 Elon Musk says 'done' selling Tesla shares 08/09/22 User reports indicate problems at Twitter, DownDetector says 08/07/22 Elon Musk challenges Twitter CEO to 'a public debate' on bots 08/07/22 Musk says Twitter deal should not proceed if SEC filings 'materially false' 08/10/22 Disney CFO says Q4 will see 'modest' subscriber growth acceleration 08/10/22 Disney CEO says working hard to announce something on sports betting 08/10/22 Disney sees FY24 core Disney+ subs at 135M-165M, Hotstar at up to 80M subs 08/10/22 Disney cuts FY22 capex by about $500M to $5.0B vs. $3.6B in FY21 08/05/22 iRobot to be acquired by Amazon for $61/share in deal valued at $1.7B 08/05/22 Amazon to acquire iRobot for $61.00 per share in cash 08/05/22 iRobot to be acquired by Amazon for $61/share in deal valued at $1.7B 08/02/22 Kaplan, Amazon partner for career, student support services 08/03/22 Microsoft says Teams now optimized for Mac computers 07/28/22 Apple says 'constantly surveilling' the market for potential acquisitions 07/28/22 Apple expects Q4 revenue to accelerate y/y 07/28/22 Apple says response to iPhone 13 'continues to be strong' 08/11/22 Craig-Hallum Enovix price target raised to $25 from $20 at Craig-Hallum 08/11/22 Loop Capital Loop Capital has 'stronger conviction' in Enovix after 'customer milestones' 08/10/22 Bernstein Apple Services performance fundamentally better than believed, says Bernstein 08/08/22 B. Riley B. Riley thinks Globalstar's mystery satellite capacity customer is Apple 08/11/22 Credit Suisse Disney price target lowered to $157 from $170 at Credit Suisse 08/11/22 JPMorgan Disney price target lowered to $160 from $175 at JPMorgan 08/11/22 KeyBanc Disney price target raised to $154 from $131 at KeyBanc 08/11/22 Wells Fargo Disney price target raised to $145 from $130 at Wells Fargo 08/11/22 Craig-Hallum Kornit Digital price target raised to $32 from $26 at Craig-Hallum 08/10/22 Macquarie Macquarie started Coupang at Outperform with $26 target yesterday 08/10/22 Oppenheimer Trade Desk price target raised to $78 from $60 at Oppenheimer 08/10/22 Gordon Haskett Tesla sale shows Musk knows must come up with Twitter money, says Gordon Haskett 08/10/22 Wedbush Twitter price target raised to $50 from $30 at Wedbush 08/05/22 Susquehanna Susquehanna downgrades Twitter on 'uncertainty and disruption' from takeover 08/05/22 Susquehanna Twitter downgraded to Neutral from Positive at Susquehanna 07/22/22 Twitter reports Q2 EPS (8c), consensus 14c 07/21/22 Notable companies reporting before tomorrow's open 04/28/22 Twitter withdrawing previously provided outlook given pending acquisition 08/10/22 Disney reports Q3 EPS ex-items $1.09, consensus $1.00 08/10/22 Notable companies reporting after market close 05/11/22 Disney reports Q2 EPS ex-items $1.08, consensus $1.17 05/11/22 Notable companies reporting after market close 07/28/22 Amazon reports Q2 AWS net sales $19.73B vs. $14.81B a year ago 07/28/22 Amazon sees Q3 revenue $125B-$130B, consensus $126.42B 07/28/22 Amazon reports Q2 EPS (20c) with Rivian loss, consensus 13c 07/28/22 Apple reports Q3 EPS $1.20, consensus $1.16 07/28/22 Notable companies reporting after market close 04/28/22 Apple says y/y Q3 revenue growth to be impacted by COVID 04/28/22 Apple reports Q2 EPS $1.52, consensus $1.43 08/11/22 Musk wants name of Twitter workers who count spam, bot accounts, Bloomberg says 08/10/22 Former Twitter employee convicted on charges related to Saudi spying, NYT says 08/05/22 Musk accuses Twitter of fraud in countersuit, WSJ reports 08/04/22 Twitter rolls out Location Spotlight feature for businesses, Verge reports 08/09/22 CBS near deal for Big Ten rights as ESPN walks away, Bloomberg reports 08/09/22 Walmart weighs streaming deal with Paramount, Disney, Comcast, NYT reports 08/02/22 Netflix, Disney, Hulu sued by Texas cities for unpaid fees, NY Post reports 07/25/22 EA making Black Panther video game, VentureBeat says 08/11/22 FTC expected to expand online privacy protections, WSJ reports 08/11/22 Amazon Care to offer mental health support, Insider reports 08/10/22 Amazon to expand Amazon One service to more Whole Foods locations, Verge says 08/09/22 Amazon's iRobot, One Medical deals show hunt for fourth 'pillar,' Bloomberg says 08/10/22 Apple signs agreement with 'Suave' maker Futuro Studios, Bloomberg reports 08/10/22 TSMC receives sub-7nm chip orders from Qualcomm, DigiTimes reports 08/10/22 Taiwan wants Foxconn to unwind stake in Tsinghua, FT reports 08/09/22 TSMC to see Apple orders generate over $16B in 2022, DigiTimes reports 08/11/22 Fly Intel: Pre-market Movers 08/10/22 Fly Intel: After-Hours Movers 08/09/22 What You Missed On Wall Street On Tuesday 08/10/22 What You Missed On Wall Street On Wednesday 08/10/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street On Monday 08/10/22 #SocialStocks: Musk sells Tesla shares should he lose legal battle with Twitter 08/10/22 What Wall Street is saying about Disney ahead of earnings 08/09/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street This Morning 07/22/22 Notable open interest changes for July 22nd 07/20/22 Notable open interest changes for July 20th 07/14/22 Notable open interest changes for July 14th 07/13/22 Early notable gainers among liquid option names on July 13th 08/10/22 Disney options imply 5.4% move in share price post-earnings 07/20/22 Early notable gainers among liquid option names on July 20th 07/20/22 Unusually active option classes on open July 20th 05/11/22 Disney options imply 8.5% move in share price post-earnings 08/09/22 Amazon put buyer realizes 93% same-day gains 08/05/22 Notable open interest changes for August 5th 08/02/22 Notable open interest changes for August 2nd 08/10/22 Notable open interest changes for August 10th 08/09/22 Notable open interest changes for August 9th 08/08/22 Notable open interest changes for August 8th 08/04/22 Notable open interest changes for August 4th
Recommendations
Craig-Hallum analyst…
Craig-Hallum analyst Anthony Stoss raised the firm's price target on Enovix (ENVX) to $25 from $20 and keeps a Buy rating on the shares. The analyst views first shipments/revenues in Q2 as a net positive and key milestone in the company's commercialization effort. Stoss believes these shipments went to Enovix's first smartwatch customer, Garmin (GRMN). The company announced it is taking down the first production line for part of Q3 to help fix yields and optimize volume production. The revenue funnel is now at $1.5B with active design/design wins growing quarter-over-quarter from $371M to $414M, the analyst points out. Enovix added 12 new accounts in Q2, bringing the total number of accounts in the revenue funnel to 75. As a reminder, the funnel now includes a leading global consumer electronics company which he believes could be Apple (AAPL).
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06/13/22 Garmin announces dismissal of Philips patent lawsuit by U.S. District Court 08/10/22 Enovix awarded a follow-on contract to build and test custom cells 08/10/22 Enovix announces significant customer milestones in Q2 07/28/22 Enovix enters distribution agreement with EDOM Technology 07/12/22 Enovix announces shipment of battery packs 08/03/22 Microsoft says Teams now optimized for Mac computers 07/28/22 Apple says 'constantly surveilling' the market for potential acquisitions 07/28/22 Apple expects Q4 revenue to accelerate y/y 07/28/22 Apple says response to iPhone 13 'continues to be strong' 08/11/22 Loop Capital Loop Capital has 'stronger conviction' in Enovix after 'customer milestones' 08/08/22 Loop Capital Enovix initiated with a Buy at Loop Capital 08/05/22 JPMorgan Enovix initiated with an Overweight at JPMorgan 06/24/22 Cowen Enovix price target lowered to $20 from $24 at Cowen 08/05/22 Tigress Financial Tigress lowers Garmin price target to $165, sees 'major buying opportunity' 08/02/22 BofA BofA downgrades Garmin to Neutral, calls prior view 'overly optimistic' 08/02/22 BofA Garmin downgraded to Neutral from Buy at BofA 07/28/22 JPMorgan Garmin price target lowered to $120 from $140 at JPMorgan 08/10/22 Bernstein Apple Services performance fundamentally better than believed, says Bernstein 08/08/22 B. Riley B. Riley thinks Globalstar's mystery satellite capacity customer is Apple 08/05/22 BMO Capital Skyworks price target raised to $135 from $120 at BMO Capital 07/27/22 Garmin sees FY22 EPS $4.90, consensus $5.95 07/27/22 Garmin reports Q2 EPS $1.44, two estimates $1.41 04/27/22 Garmin backs FY22 pro forma EPS view $5.90, consensus $6.02 04/27/22 Garmin reports Q1 adjusted EPS $1.11, consensus $1.11 05/11/22 Enovix reports Q1 EPS (16c), consensus (16c) 03/03/22 Enovix reports Q4 EPS (60c), consensus (15c) 07/28/22 Apple reports Q3 EPS $1.20, consensus $1.16 07/28/22 Notable companies reporting after market close 04/28/22 Apple says y/y Q3 revenue growth to be impacted by COVID 04/28/22 Apple reports Q2 EPS $1.52, consensus $1.43 08/10/22 Apple signs agreement with 'Suave' maker Futuro Studios, Bloomberg reports 08/10/22 TSMC receives sub-7nm chip orders from Qualcomm, DigiTimes reports 08/10/22 Taiwan wants Foxconn to unwind stake in Tsinghua, FT reports 08/09/22 TSMC to see Apple orders generate over $16B in 2022, DigiTimes reports 03/18/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 08/10/22 Fly Intel: After-Hours Movers 07/29/22 Sell these stocks now, proven algorithm says 05/03/22 What You Missed On Wall Street On Tuesday 05/03/22 What You Missed On Wall Street This Morning 08/10/22 #SocialStocks: Musk sells Tesla shares should he lose legal battle with Twitter 08/10/22 What Wall Street is saying about Disney ahead of earnings 08/09/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street This Morning 03/18/22 Early notable gainers among liquid option names on March 18th 08/10/22 Enovix options imply 13.6% move in share price post-earnings 08/09/22 Unusually active option classes on open August 9th 08/08/22 Enovix put volume heavy and directionally bearish 08/05/22 Enovix put volume heavy and directionally bearish 08/10/22 Notable open interest changes for August 10th 08/09/22 Notable open interest changes for August 9th 08/08/22 Notable open interest changes for August 8th 08/04/22 Notable open interest changes for August 4th
Recommendations
Loop Capital analyst…
Loop Capital analyst Ananda Baruah keeps his Buy rating and $50 price target on Enovix (ENVX) while stating that the company's announcement of "accelerated engagements" with its Strategic Accounts - greater than $200B market capitalization - is giving him greater "conviction" in the stock's long-term upside potential. The customers are almost certainly Meta Platforms (META), Apple (AAPL), and Samsung (SSNLF), which now appear to be "moving with an increased urgency", the analyst tells investors in a research note, and he believes that Enovix could now experience a "mad rush" among these mega-cap companies jockeying for position both for volume and preferred economics.
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07/28/22 Samsung Display segment Q2 earnings 'solid despite weak seasonality' 07/27/22 Qualcomm, Samsung extend, expand strategic partnership 06/30/22 Samsung begins chip production using 3nm process technology 06/09/22 Microsoft, Samsung partner to bring Xbox Cloud Gaming to Samsung Smart TVs 08/04/22 Meta to shut down Facebook Live Shopping feature on October 1 08/02/22 Arista Networks CEO: Demand is far greater than supply 08/02/22 Sheryl Sandberg officially stepped down as Meta COO on August 1 07/31/22 Fly Intel: Top five weekend stock stories 08/10/22 Enovix awarded a follow-on contract to build and test custom cells 08/10/22 Enovix announces significant customer milestones in Q2 07/28/22 Enovix enters distribution agreement with EDOM Technology 07/12/22 Enovix announces shipment of battery packs 08/03/22 Microsoft says Teams now optimized for Mac computers 07/28/22 Apple says 'constantly surveilling' the market for potential acquisitions 07/28/22 Apple expects Q4 revenue to accelerate y/y 07/28/22 Apple says response to iPhone 13 'continues to be strong' 08/08/22 Loop Capital Enovix initiated with a Buy at Loop Capital 08/05/22 JPMorgan Enovix initiated with an Overweight at JPMorgan 06/24/22 Cowen Enovix price target lowered to $20 from $24 at Cowen 05/03/22 Cowen Enovix order 'perhaps' from Apple or Google, says Cowen 08/10/22 BofA Meta Platforms added to US 1 List; Alphabet removed at BofA 08/09/22 Stifel Unity price target raised to $60 at Stifel after AppLovin proposal 08/05/22 Needham Meta Platforms outlook made worse by Apple's AdTech platform, says Needham 07/29/22 DZ Bank Meta Platforms downgraded to Sell from Hold at DZ Bank 08/10/22 Bernstein Apple Services performance fundamentally better than believed, says Bernstein 08/08/22 B. Riley B. Riley thinks Globalstar's mystery satellite capacity customer is Apple 08/05/22 BMO Capital Skyworks price target raised to $135 from $120 at BMO Capital 06/22/22 Loop Capital Samsung initiated with a Buy at Loop Capital 06/13/22 KeyBanc Qualcomm price target raised to $220 from $200 at KeyBanc 06/13/22 UBS Micron price target lowered to $115 from $120 at UBS 06/01/22 Craig-Hallum Ambarella price target lowered to $100 from $170 at Craig-Hallum 07/28/22 Samsung reports Q2 EPS KRW 1,613 vs. KRW 1,391 last year 07/06/22 Samsung sees Q2 operating profit KRW14.0T vs. KRW14.6T consensus 04/28/22 Samsung reports Q1 EPS KRW 1,638 vs. KRW 1,044 last year 04/06/22 Samsung sees Q1 operating profit KRW14.1T vs. KRW13.4T consensus 07/27/22 Meta Platforms reports Q2 EPS $2.46, consensus $2.61 07/27/22 Notable companies reporting after market close 05/11/22 Enovix reports Q1 EPS (16c), consensus (16c) 03/03/22 Enovix reports Q4 EPS (60c), consensus (15c) 07/28/22 Apple reports Q3 EPS $1.20, consensus $1.16 07/28/22 Notable companies reporting after market close 04/28/22 Apple says y/y Q3 revenue growth to be impacted by COVID 04/28/22 Apple reports Q2 EPS $1.52, consensus $1.43 08/09/22 Samsung plans $3.3B investment in Vietnam, South China Morning Post reports 08/03/22 Samsung rethinking China exposure amid Chips and Science Act, FT reports 07/21/22 Samsung considering building 11 chipmaking facility, American-Statesman reports 07/18/22 Samsung may hold latest foldable launch event on August 10, Verge says 08/11/22 FTC expected to expand online privacy protections, WSJ reports 08/05/22 Meta agrees to put Within deal on hold amid FTC suit, Bloomberg says 08/05/22 Meta agrees to put Within deal on hold amid FTC suit, Bloomberg says 08/04/22 Meta Platforms could sell up to $10B of debt, Bloomberg reports 08/10/22 Apple signs agreement with 'Suave' maker Futuro Studios, Bloomberg reports 08/10/22 TSMC receives sub-7nm chip orders from Qualcomm, DigiTimes reports 08/10/22 Taiwan wants Foxconn to unwind stake in Tsinghua, FT reports 08/09/22 TSMC to see Apple orders generate over $16B in 2022, DigiTimes reports 07/21/22 What You Missed On Wall Street On Thursday 07/21/22 What You Missed On Wall Street This Morning 07/06/22 What You Missed This Week in Video Games 06/14/22 What You Missed This Week in Video Games 08/10/22 #SocialStocks: Musk sells Tesla shares should he lose legal battle with Twitter 08/05/22 What You Missed On Wall Street On Friday 08/03/22 #SocialStocks: Five-day trial between Twitter and Elon Musk set for October 17 08/02/22 What You Missed On Wall Street This Morning 08/10/22 Fly Intel: After-Hours Movers 07/29/22 Sell these stocks now, proven algorithm says 05/03/22 What You Missed On Wall Street On Tuesday 05/03/22 What You Missed On Wall Street This Morning 08/10/22 What Wall Street is saying about Disney ahead of earnings 08/09/22 What You Missed On Wall Street This Morning 08/08/22 What You Missed On Wall Street This Morning 07/29/22 Notable open interest changes for July 29th 07/29/22 Meta Platforms Inc call buyer realizes 44% same-day gains 07/28/22 Notable open interest changes for July 28th 07/27/22 Meta Platforms Inc options imply 8.6% move in share price post-earnings 08/10/22 Enovix options imply 13.6% move in share price post-earnings 08/09/22 Unusually active option classes on open August 9th 08/08/22 Enovix put volume heavy and directionally bearish 08/05/22 Enovix put volume heavy and directionally bearish 08/10/22 Notable open interest changes for August 10th 08/09/22 Notable open interest changes for August 9th 08/08/22 Notable open interest changes for August 8th 08/04/22 Notable open interest changes for August 4th
