Breaking News

Yesterday Show Full Stories X To view all stories in expanded form, please subscribe. Get Free Trial Send Info
BTC Bitcoin $0.00 (0.00%) , BITCOIN Bitcoin $0.00 (0.00%) … 10:00 02/15/19 02/15 10:00 02/15/19 10:00 On The Fly	The Intersection: Crypto and Wall Street This Week » As bitcoin, ethereum and… Open Full Text BTC Bitcoin $0.00 (0.00%) BITCOIN Bitcoin $0.00 (0.00%) JPM JPMorgan $105.01 2.59 (2.53%) NVDA Nvidia $160.16 5.63 (3.64%) NDAQ Nasdaq $87.48 0.3 (0.34%) AMD AMD $23.35 0.22 (0.95%) OSTK Overstock.com $19.14 -0.02 (-0.10%) DPW DPW Holdings $0.09 0.0005 (0.54%) KODK Kodak $2.95 -0.02 (-0.67%) IDEX Ideanomics $1.15 (0.00%) RIOT Riot Blockchain $2.24 (0.00%) TEUM Pareteum $3.27 0.08 (2.51%) SRAX Social Reality $3.77 -0.13 (-3.33%) 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	20 Feb 21 Feb 25 Feb 25 Feb 26 Feb
NVDA Nvidia $154.53 1.73 (1.13%) , AMD AMD $23.13 0.28 (1.23%) … 09:27 02/15/19 02/15 09:27 02/15/19 09:27 Recommendations	Nvidia, AMD, Intel analyst commentary at Rosenblatt » Nvidia price target… Nvidia price target raised to $190 from $170 at Rosenblatt. Rosenblatt analyst Hans Mosesmann raised his price target for Nvidia (NVDA) to $190 and reiterates a Buy rating on the shares following the company's Q4 results. The "crypto mess" is finally bottoming in the April quarter and management sees a "material snap-back" starting in fiscal Q2 and the rest of the year, Mosesmann tells investors in a post-earnings research note titled "Crypto Bottoming - Aggressive Snapback - Stock Works for LT Investors." However, amid Datacenter and Gaming industry uncertainty, the analyst believes management is "needlessly being aggressive" with its outlook. He points out that, though, that both Intel (INTC) and AMD (AMD) are also being aggressive for their own year guides. Mosesmann remains a long-term bull on the Nvidia story and believes new traction in inferencing and enterprise market segments will sustain high growth rates in Datacenter for years to come. NVDA Nvidia $154.53 1.73 (1.13%) AMD AMD $23.13 0.28 (1.23%) INTC Intel $50.79 0.33 (0.65%) 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	20 Feb 21 Feb 25 Feb 25 Mar 26 Mar

Thursday
BKNG Booking Holdings $39.00 12 (9.00%) , MA MasterCard $38.00 17 (4.00%) … 18:53 02/14/19 02/14 18:53 02/14/19 18:53 Hot Stocks	Mandel's Lone Pine adds Mastercard, exits EA in Q4 » Stephen Mandel's… Stephen Mandel's Lone Pine Capital disclosed in an SEC filing its holdings as of December 31, 2018. The fund's six new buys during the fourth quarter included, by size of position, Booking (BKNG), Mastercard (MA), Tiffany (TIF), Autodesk (ADSK), and Salesforce (CRM). Lone Pine exited six positions in the quarter, including by size of previous position Alphabet (GOOG), Electronic Arts (EA), Nvidia (NVDA), First Data (FDC), Union Pacific (UNP), and FleetCor (FLT). The fund increased its stake in six holdings, including by size of previous position Amazon (AMZN), Facebook (FB), UnitedHealth (UNH), CSX (CSX), Constellation Brands (STZ), and TransUnion (TRU). Lone Pine reduced its stake in 10 positions, including by size of previous position Alibaba (BABA), Activision Blizzard (ATVI), Microsoft (MSFT), MercadoLibre (MELI), and Adobe (ADBE). The fund's top holdings as of December 31, in order of size, were Adobe, Amazon, Microsoft, Iqvia (IQV), and UnitedHealth. BKNG Booking Holdings $39.00 12 (9.00%) MA MasterCard $38.00 17 (4.00%) TIF Tiffany $33.00 15 (3.00%) ADSK Autodesk $37.00 19 (10.00%) CRM Salesforce $38.00 15 (5.00%) GOOG Alphabet $33.00 20 (2.00%) EA Electronic Arts $39.00 15 (6.00%) NVDA Nvidia $40.00 19 (6.00%) FDC First Data $32.00 15 (8.00%) UNP Union Pacific $36.00 12 (10.00%) FLT FleetCor $32.00 13 (9.00%) AMZN Amazon.com $33.00 19 (10.00%) FB Facebook $33.00 14 (4.00%) UNH UnitedHealth $40.00 16 (4.00%) CSX CSX $38.00 20 (5.00%) STZ Constellation Brands $35.00 20 (3.00%) TRU TransUnion $32.00 11 (7.00%) BABA Alibaba $39.00 16 (4.00%) ATVI Activision Blizzard $32.00 13 (5.00%) MSFT Microsoft $39.00 15 (7.00%) MELI MercadoLibre $36.00 11 (5.00%) ADBE Adobe $39.00 19 (7.00%) IQV Iqvia $32.00 12 (3.00%) 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	14 Feb 14 Feb 14 Feb 14 Feb 14 Feb 18 Feb 19 Feb 19 Feb 20 Feb 20 Feb 20 Feb 21 Feb 25 Feb 27 Feb 28 Feb 03 Mar 04 Mar 04 Mar 06 Mar 07 Mar 12 Mar 13 Mar 18 Mar 28 May
QCOM Qualcomm $51.47 -0.12 (-0.23%) , AMD AMD $22.88 0.03 (0.13%) … 12:20 02/14/19 02/14 12:20 02/14/19 12:20 Periodicals	China looks to ease trade talks with promise of chip purchases, WSJ says » Amid a deadlock, on a… Amid a deadlock, on a number of different issues, China is looking to loosen negotiations with " promises of big purchases of semiconductors and other U.S. goods," writes Lingling Wei of the Wall Street Journal. Publicly traded companies in the space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN). Reference Link QCOM Qualcomm $51.47 -0.12 (-0.23%) AMD AMD $22.88 0.03 (0.13%) INTC Intel $50.61 0.15 (0.30%) TXN Texas Instruments $106.79 -0.33 (-0.31%) MU Micron $42.14 0.45 (1.08%) MCHP Microchip $90.53 -0.66 (-0.72%) NVDA Nvidia $153.44 0.64 (0.42%) MRVL Marvell $19.19 -0.09 (-0.47%) 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	14 Feb 14 Feb 20 Feb 21 Feb 25 Feb 07 Mar 07 Mar 25 Mar 26 Mar 28 May 04 Jun 05 Jun
ZEN Zendesk $78.40 0.89 (1.15%) , MSFT Microsoft $106.53 -0.25 (-0.23%) … 12:01 02/14/19 02/14 12:01 02/14/19 12:01 Hot Stocks	Zendesk names Elisabeth Zornes chief customer officer, Colleen Berube CIO » Zendesk (ZEN) announced… Zendesk (ZEN) announced the appointment of three new executives to its growing leadership team. Joining the company are Elisabeth Zornes, former general manager of global support for Microsoft Office (MSFT), as Zendesk's first chief customer officer; former Adobe (ADBE) executive Colleen Berube as chief information officer; and former Salesforce (CRM) executive Shawna Wolverton as senior vice president, product management. ZEN Zendesk $78.40 0.89 (1.15%) MSFT Microsoft $106.53 -0.25 (-0.23%) ADBE Adobe $260.53 0.32 (0.12%) CRM Salesforce $159.10 -1.26 (-0.79%) 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	25 Feb 03 Mar 04 Mar 04 Mar 06 Mar 07 Mar 18 Mar

CNC Centene $63.68 (0.00%) , SNPS Synopsys $100.63 (0.00%) … 09:43 02/14/19 02/14 09:43 02/14/19 09:43 Hot Stocks	Jana buys Centene and Synopsys in Q4, sells out of Electronic Arts » Barry Rosenstein's… Barry Rosenstein's Jana Partners disclosed in a regulatory filing its holdings as of December 31, 2018. Jana made eight new buys during the fourth quarter, including, by size of position, Centene (CNC), Synopsys (SNPS), Salesforce (CRM), Worldpay (WP) and MasterCard (MA). Jana exited 23 positions during the quarter, including by size of previous position, Electronic Arts (EA), Keurig Dr Pepper (KDP), Alibaba (BABA), Agilent (A) and Hain Celestial (HAIN). Jana increased its stake in nine holdings, including by size, Conagra Brands (CAG), New Oriental Education (EDU), Microsoft (MSFT), Carvana (CVNA), Tiffany (TIF) and Adobe (ADBE). The fund reduced its stake in 12 holdings, including by size Zimmer Biomet (ZBH), HD Supply (HDS), Apple (AAPL), Exact Sciences (EXAS), Falcon Minerals (FLMN) and First Data (FDC). Jana's top holdings as of December 31, in order of size, were Conagra, Zimmer Biomet, HD Supply, Tiffany and Jack in the BOX (JACK). CNC Centene $63.68 (0.00%) SNPS Synopsys $100.63 (0.00%) CRM Salesforce $160.36 (0.00%) WP Worldpay $87.14 (0.00%) MA MasterCard $220.48 (0.00%) EA Electronic Arts $102.25 (0.00%) KDP Keurig Dr Pepper $28.41 (0.00%) BABA Alibaba $169.44 (0.00%) A Agilent $77.26 (0.00%) HAIN Hain Celestial $17.80 (0.00%) CAG Conagra Brands $23.53 (0.00%) EDU New Oriental Education $78.72 (0.00%) MSFT Microsoft $106.78 (0.00%) CVNA Carvana $33.13 (0.00%) TIF Tiffany $90.90 (0.00%) ADBE Adobe $260.21 (0.00%) ZBH Zimmer Biomet $123.49 (0.00%) HDS HD Supply $43.34 (0.00%) AAPL Apple $170.19 (0.00%) EXAS Exact Sciences $89.23 (0.00%) FLMN Falcon Minerals $7.27 (0.00%) FDC First Data $25.02 (0.00%) JACK Jack in the Box $84.06 (0.00%) 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	14 Feb 19 Feb 20 Feb 21 Feb 21 Feb 22 Feb 25 Feb 26 Feb 27 Feb 27 Feb 28 Feb 01 Mar 03 Mar 04 Mar 04 Mar 06 Mar 06 Mar 06 Mar 06 Mar 07 Mar 13 Mar 18 Mar 27 Mar 18 May 28 May 16 Jul 17 Jul 26 Sep 27 Sep
PANW Palo Alto Networks $222.54 -1.77 (-0.79%) 07:31 02/14/19 02/14 07:31 02/14/19 07:31 Recommendations	Palo Alto Networks analyst commentary at UBS » Palo Alto Networks… Palo Alto Networks risk/reward remains favorable, says UBS. UBS analyst Fatima Boolani said the wall of worry for Palo Alto Networks is lower and she still likes the risk/reward. She believes the recent management changes have been digested and her survey shows there is a resilient firewall appetite, higher conviction in Cloud growth, and less pessimism on degradation. Boolani reiterated her Buy rating and $250 price target on Palo Alto Networks 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	25 Feb 26 Feb 04 Mar 05 Mar
GOOG Alphabet $1,119.75 -1.37 (-0.12%) , GOOGL Alphabet Class A $1,126.86 -0.72 (-0.06%) … 04:55 02/14/19 02/14 04:55 02/14/19 04:55 Conference/Events	Goldman to hold a conference » Technology & Internet… Technology & Internet Conference will be held in San Francisco on February 12-14. GOOG Alphabet $1,119.75 -1.37 (-0.12%) GOOGL Alphabet Class A $1,126.86 -0.72 (-0.06%) CTSH Cognizant $73.57 0.11 (0.15%) XLNX Xilinx $117.36 -0.79 (-0.67%) CHKP Check Point $118.03 -1.05 (-0.88%) JBL Jabil $28.35 0.4 (1.43%) CTXS Citrix $105.01 -0.42 (-0.40%) GLW Corning $34.03 0.02 (0.06%) MTSI Macom $17.33 0.06 (0.35%) MU Micron $41.69 1.29 (3.19%) MSFT Microsoft $106.78 -0.08 (-0.07%) ANET Arista Networks $236.25 -2.64 (-1.11%) GSKY GreenSky $10.49 0.19 (1.84%) AVT Avnet $44.02 0.63 (1.45%) CDAY Ceridian $45.18 -0.28 (-0.62%) VRNT Verint $50.71 -1.17 (-2.26%) MXIM Maxim Integrated $55.44 -0.19 (-0.34%) CRTO Criteo $27.84 2.17 (8.45%) NTAP NetApp $67.22 0.09 (0.13%) V Visa $143.46 1.46 (1.03%) TXN Texas Instruments $107.12 0.64 (0.60%) ICE IntercontinentalExchange $76.68 0.52 (0.68%) ZEN Zendesk $77.51 -1.06 (-1.35%) FEYE FireEye $16.95 -0.2 (-1.17%) PYPL PayPal $94.01 -0.37 (-0.39%) 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	14 Feb 14 Feb 14 Feb 15 Feb 19 Feb 20 Feb 21 Feb 21 Feb 25 Feb 26 Feb 27 Feb 28 Feb 03 Mar 04 Mar 05 Mar 06 Mar 06 Mar 06 Mar 07 Mar 12 Mar 13 Mar 13 Mar 18 Mar 25 Mar 26 Mar 28 May

Wednesday
GOOG Alphabet $1,127.99 6.87 (0.61%) , GOOGL Alphabet Class A $1,135.61 8.03 (0.71%) … 14:21 02/13/19 02/13 14:21 02/13/19 14:21 Recommendations	Alphabet, Alphabet Class A, AMD, Nvidia, Arista Networks, Lam Research, ASML, Applied Materials analyst commentary at RBC Capital » RBC Capital sees Google… RBC Capital sees Google data centers news as positive for AMD, Nvidia. RBC Capital analyst Mitch Steves sees news of Google (GOOG; GOOGL) planning to spend about $13B to build new data centers in Nevada, Ohio, Texas and Nebraska along with additional expansion plans for the Virginia and NY City campuses as an incremental positive for AMD (AMD), Nvidia (NVDA), Arista Networks (ANET) and the Semi-cap equipment group, including Lam Research (LRCX), ASML (ASML), and Applied Materials (AMAT). One of the material concerns over the past few months has been hyperscale spending and this announcement should help quell fears surrounding a weaker spending environment, he contends. GOOG Alphabet $1,127.99 6.87 (0.61%) GOOGL Alphabet Class A $1,135.61 8.03 (0.71%) AMD AMD $23.12 0.31 (1.36%) NVDA Nvidia $154.70 3.54 (2.34%) ANET Arista Networks $237.11 -1.78 (-0.75%) LRCX Lam Research $182.00 2.62 (1.46%) ASML ASML $182.96 0.17 (0.09%) AMAT Applied Materials $41.07 0.39 (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	13 Feb 14 Feb 14 Feb 14 Feb 14 Feb 20 Feb 21 Feb 21 Feb 25 Feb 26 Feb 27 Feb 28 Feb 03 Mar 04 Mar 12 Mar 13 Mar 18 Mar 25 Mar 26 Mar 28 May
GOOG Alphabet $1,121.12 26.36 (2.41%) , GOOGL Alphabet Class A $1,127.58 25.58 (2.32%) … 04:55 02/13/19 02/13 04:55 02/13/19 04:55 Conference/Events	Goldman to hold a conference » Technology & Internet… Technology & Internet Conference will be held in San Francisco on February 12-14. GOOG Alphabet $1,121.12 26.36 (2.41%) GOOGL Alphabet Class A $1,127.58 25.58 (2.32%) CTSH Cognizant $73.46 0.5 (0.69%) XLNX Xilinx $118.15 3.26 (2.84%) CHKP Check Point $119.08 2.38 (2.04%) JBL Jabil $27.95 0.43 (1.56%) CTXS Citrix $105.43 0.44 (0.42%) GLW Corning $34.01 0.65 (1.95%) MTSI Macom $17.27 0.31 (1.83%) MU Micron $40.40 1.83 (4.74%) MSFT Microsoft $106.86 1.58 (1.50%) ANET Arista Networks $238.89 9.86 (4.31%) GSKY GreenSky $10.30 -1.05 (-9.25%) AVT Avnet $43.39 0.27 (0.63%) CDAY Ceridian $45.46 0.34 (0.75%) VRNT Verint $51.88 0.35 (0.68%) MXIM Maxim Integrated $55.63 0.93 (1.70%) CRTO Criteo $25.67 0.93 (3.76%) NTAP NetApp $67.13 1.21 (1.84%) V Visa $142.00 1.2 (0.85%) TXN Texas Instruments $106.48 1.73 (1.65%) ICE IntercontinentalExchange $76.16 0.635 (0.84%) ZEN Zendesk $78.57 1.78 (2.32%) FEYE FireEye $17.15 0.2 (1.18%) PYPL PayPal $94.38 1.71 (1.85%) 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	13 Feb 13 Feb 13 Feb 14 Feb 14 Feb 15 Feb 19 Feb 20 Feb 21 Feb 25 Feb 26 Feb 27 Feb 28 Feb 03 Mar 04 Mar 05 Mar 06 Mar 06 Mar 06 Mar 07 Mar 12 Mar 13 Mar 18 Mar 25 Mar 26 Mar 28 May

Get Full Fly Access

Breaking market intelligence sent straight to you: Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.

Up-to-date information on important industry events: Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.

News focused on the companies in your portfolio: Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.

14 Day Free Trial