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MU Micron $35.23 1.36 (4.02%) 11:02 01/18/19 01/18 11:02 01/18/19 11:02 Technical Analysis	Technical Take: Micron moves sharply higher » Shares were last up over… Shares were last up over 5.7% to $35.83. At that price next resistance is at $36.61. Support is at the $35 area. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	28 May
MU Micron $33.87 0.3 (0.89%) , GE General Electric $9.13 0.15 (1.67%) … 08:55 01/18/19 01/18 08:55 01/18/19 08:55 Options	Notable open interest changes for January 18th » Thursday's total… Thursday's total option volume of 20.0 million contracts resulted in net open interest growth of 2.72 million calls and 2.88 million puts. Micron (MU), General Electric (GE), Netflix (NFLX) and Bristol Myers Squibb (BMY) saw the greatest growth. Top five new positions opened include 52k Bank of America (BAC) Mar-19 31 calls, 52k General Electric (GE) Feb-19 8 puts, 26k Bank of America (BAC) Mar-19 30 calls, 25k Bank of America (BAC) Jan-19 28 puts and 23k Micron (MU) Jan-19 36 calls. MU Micron $33.87 0.3 (0.89%) GE General Electric $9.13 0.15 (1.67%) NFLX Netflix $353.22 2.07 (0.59%) BMY Bristol-Myers $49.60 0.47 (0.96%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	24 Jan 24 Jan 28 Jan 31 Jan 28 Feb 18 May 20 May 28 May

Thursday
AVGO Broadcom $251.65 -4.86 (-1.89%) , NVDA Nvidia $148.78 -1.14 (-0.76%) … 07:49 01/17/19 01/17 07:49 01/17/19 07:49 Recommendations	Broadcom, Nvidia, Intel, Maxim Integrated, Micron, Inphi, Mellanox, Lam Research analyst commentary at JPMorgan » JPMorgan sees bottom… JPMorgan sees bottom forming in Semi stocks ahead of second half rally. JPMorgan analyst Harlan Sur expects most of the Semiconductor companies he covers to report December quarter numbers in-line with his and consensus expectations. The stocks should start to discount improving fundamentals in the first half of 2019 and should be accumulated on any further pullbacks, Sur tells investors in a research note. While the analyst anticipates another round of consensus estimate cuts in the January earnings season, he believes further share downside is limited since many of his stocks are down 25% from the peak in March/June of last year. In large cap stocks, Sur's top pick is Broadcom (AVGO) and he also favors Nvidia (NVDA), Intel (INTC), Maxim Integrated (MXIM) and Micron Technology (MU). The analyst's small cap top picks include Inphi (IPHI) and Mellanox (MLNX). In Semi Capital Equipment, Sur favors Lam Research (LRCX). AVGO Broadcom $251.65 -4.86 (-1.89%) NVDA Nvidia $148.78 -1.14 (-0.76%) INTC Intel $48.12 -0.47 (-0.97%) MXIM Maxim Integrated $52.06 0.37 (0.72%) MU Micron $33.57 -0.41 (-1.21%) IPHI Inphi $35.00 -0.165 (-0.47%) MLNX Mellanox $83.57 -1.24 (-1.46%) LRCX Lam Research $138.75 -1.24 (-0.89%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	17 Jan 22 Jan 23 Jan 24 Jan 29 Jan 29 Jan 30 Jan 01 Feb 25 Feb 28 May
QCOM Qualcomm $55.21 -0.49 (-0.88%) , AMD AMD $19.71 -0.66 (-3.24%) … 07:31 01/17/19 01/17 07:31 01/17/19 07:31 Recommendations	Qualcomm, AMD, Intel, Texas Instruments, Micron, Microchip, Nvidia, Marvell analyst commentary at Citi » On Semiconductor stocks,… On Semiconductor stocks, Citi says 'time to step in'. Citi analyst Christopher Danely says it is "time to step in" to shares of Semiconductors. Although he expects another cut to consensus estimates, he believes it will be smaller than the cut following the October quarter. This should be good for Semiconductor stocks and would indicate a bottom is forming with the worst cuts behind us, Danely tells investors in a research note previewing the sector's Q4 earnings. Less bad earnings reductions will be viewed positively given the "poor sentiment and the second derivative is improving," says the analyst. As such, Danely expects the stocks to rally during this earnings season. Names in the Semi space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN). QCOM Qualcomm $55.21 -0.49 (-0.88%) AMD AMD $19.71 -0.66 (-3.24%) INTC Intel $48.12 -0.47 (-0.97%) TXN Texas Instruments $97.16 -0.43 (-0.44%) MU Micron $33.57 -0.41 (-1.21%) MCHP Microchip $75.04 0.08 (0.11%) NVDA Nvidia $148.78 -1.14 (-0.76%) MRVL Marvell $16.63 -0.2 (-1.19%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	17 Jan 22 Jan 23 Jan 24 Jan 29 Jan 25 Feb 28 May

Over a week ago
MU Micron $34.67 -1.34 (-3.72%) 07:40 01/15/19 01/15 07:40 01/15/19 07:40 Recommendations	Micron analyst commentary at Wells Fargo » Micron down-cycle… Micron down-cycle concerns persist, long-term value attractive, says Wells Fargo. After meeting with Micron's management, Wells Fargo analyst Aaron Rakers says that while the severity of the current down-cycle remains the key focus, Micron continues to execute on DRAM costs down ahead of the industry trend in the high-single digit year over year range. Further, the analyst thinks investors are underappreciating the company's positioning to gain share in mobile. Rakers reiterates an Outperform rating and $50 price target on the shares. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	28 May

INTC Intel $48.33 -0.6 (-1.23%) , MU Micron $34.67 -1.34 (-3.72%) 16:34 01/14/19 01/14 16:34 01/14/19 16:34 Hot Stocks	Micron to acquire Intel's interest in IM Flash Technologies joint venture » Micron (MU) announced the… Micron (MU) announced the company is exercising its right to purchase Intel's (INTC) interest in the parties' joint venture, IM Flash Technologies. Micron anticipates that the pending acquisition will have no meaningful impact on overall non-GAAP financial results and foresees no changes to the company's fiscal 2019 capital expenditures or long-term capital expenditure target. Micron has already consolidated the IM Flash joint venture, as reflected in its most recently reported financial statements. The transaction will close on a date in the next six to 12 months to be selected by Intel. At the time of close, Micron expects to pay approximately $1.5B in cash for the transaction. The payment will end Intel's noncontrolling interest in IM Flash and eliminate IM Flash member debt on Micron's balance sheet, which was $1B as of Nov. 29, 2018. INTC Intel $48.33 -0.6 (-1.23%) MU Micron $34.67 -1.34 (-3.72%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	15 Jan 22 Jan 25 Feb 28 May
MU Micron $36.01 0.11 (0.31%) 08:18 01/14/19 01/14 08:18 01/14/19 08:18 Recommendations	Micron analyst commentary at Morgan Stanley » Morgan Stanley says… Morgan Stanley says 'too early to get excited' about Micron. Morgan Stanley analyst Joseph Moore said he is hearing "too much fundamental optimism" in his investor conversations around the near-term for Micron, but he believes it is "too early to get excited." There are reasons to be positive on the stock longer term, but producer inventory will be hitting 18 year highs by March, adding materially to 2019 supply, Moore tells investors. The bull case, according to Moore, is that Q4 weakness was due to undershipping demand around customer inventory depletion, but surprisingly his checks show that the industry actually may have overshipped, he noted. Moore, who trimmed his estimates for Micron, has an Equal Weight rating and $33 price target on the stock. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	28 May
MU Micron $35.48 1.74 (5.16%) , BMY Bristol-Myers $47.16 -0.8 (-1.67%) … 08:55 01/10/19 01/10 08:55 01/10/19 08:55 Options	Notable open interest changes for January 10th » Wednesday's total… Wednesday's total option volume of 21.0 million contracts resulted in net open interest growth of 3.30 million calls and 3.26 million puts. Micron (MU), Bristol Myers Squibb (BMY), Bank of America (BAC) and Apple (AAPL) saw the greatest growth. Top five new positions opened include 26k Bristol Myers Squibb (BMY) Jan-20 40 puts, 25k Southwestern Energy (SWN) Feb-19 4 puts, 24k Bristol Myers Squibb (BMY) Jun-19 55 calls, 19k Bank of America (BAC) 1/11 weekly 26.5 calls and 17k GoPro (GPRO) Feb-19 5 puts. MU Micron $35.48 1.74 (5.16%) BMY Bristol-Myers $47.16 -0.8 (-1.67%) BAC Bank of America $25.76 0.25 (0.98%) AAPL Apple $153.30 2.53 (1.68%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	16 Jan 24 Jan 28 Jan 12 Feb 28 Feb 03 Mar 18 May 20 May 28 May
APTV Aptiv $69.48 2.46 (3.67%) , HPQ HP Inc. $21.21 (0.00%) … 04:55 01/10/19 01/10 04:55 01/10/19 04:55 Conference/Events	UBS to hold meetings » Company Meetings at CES… Company Meetings at CES 2019 will be held in Las Vegas on January 7-10. APTV Aptiv $69.48 2.46 (3.67%) HPQ HP Inc. $21.21 (0.00%) MRVL Marvell $17.09 0.39 (2.34%) MU Micron $35.48 1.74 (5.16%) NIO NIO Inc. $6.62 0.22 (3.44%) NVDA Nvidia $142.70 2.98 (2.13%) ON ON Semiconductor $17.83 1.29 (7.80%) TMUS T-Mobile $67.69 -0.07 (-0.10%) VNE Veoneer $30.59 2 (7.00%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	10 Jan 10 Jan 14 Jan 15 Jan 15 Jan 15 Jan 17 Jan 22 Jan 25 Feb 08 May 23 May 28 May
BAC Bank of America $25.50 -0.01 (-0.04%) , C Citi $56.09 0.615 (1.11%) … 11:26 01/09/19 01/09 11:26 01/09/19 11:26 On The Fly	Bank of America upgrade, Oracle downgrade among today's top analyst calls » Check out today's top… Open Full Text BAC Bank of America $25.50 -0.01 (-0.04%) C Citi $56.09 0.615 (1.11%) MU Micron $35.57 1.83 (5.42%) ORCL Oracle $47.66 -0.22 (-0.46%) NKE Nike $76.93 0.18 (0.23%) FL Foot Locker $58.00 1.26 (2.22%) BKNG Booking Holdings $1,640.26 -45.055 (-2.67%) EXPE Expedia $111.84 -5.11 (-4.37%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	09 Jan 14 Jan 14 Jan 15 Jan 16 Jan 23 Jan 24 Jan 24 Jan 25 Jan 11 Feb 12 Feb 25 Feb 03 Mar 15 Apr 28 May 13 Jul

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