Thursday
Initiation
Goldman Sachs analyst…
Goldman Sachs analyst Kash Rangan initiated coverage of VMware with a Neutral rating and $150 price target. The analyst is confident the company can hit a $20B revenue target, though there are "several" near-term headwinds. Rangan added that VMware is the "most successful" infrastructure software company to have attained scale and profitability.
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01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer 01/21/21 Fly Intel: Top five analyst downgrades 01/21/21 KeyBanc KeyBanc cuts VMware to Sector Weight ahead of 'more challenging first half' 01/21/21 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc 01/15/21 Evercore ISI Evercore adds Dell Technologies to tactical Outperform list, ups target to $85 11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 01/13/21 Intel CEO Swan stepping down, WMware CEO Gelsinger to replace him, CNBC says 01/13/21 Intel CEO Swan to be replaced by VMware's Pat Gelsinger, CNBC reports 01/13/21 Intel CEO Bob Swan to step down, to be replaced by Gelsinger, CNBC reports 12/21/20 Tech giants join Facebook's legal battle against Israel's NSO, Reuters says 01/21/21 Fly Intel: What to watch in Intel's earnings report 01/14/21 AMD slips as analyst says sell on Gelsinger's return to Intel 01/14/21 Shopify, Intel upgrades among today's top calls on Wall Street 01/13/21 Fly Intel: Wall Street's top stories for Wednesday 12/18/20 VMware put volume heavy and directionally bearish 10/27/20 Largest borrow rate increases among liquid names 10/26/20 VMware put volume heavy and directionally bearish
On The Fly
Intel (INTC) is scheduled…
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01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer 01/14/21 TSMC sees FY21 CapEx $25B-$28B 01/08/21 TSMC reports December revenue NT$117.37B, up 13.6% y/y 11/10/20 TSMC reports October revenue NT$119.3B, up 12.5% y/y 10/08/20 TSMC reports September revenue NT$127.59B, up 24.9% y/y 12/08/20 Genius Brands enters deal with LG Electronics USA for Kartoon Channel! app 12/03/20 Samsung unveils One UI 3 upgrade for Galaxy devices 11/18/20 Samsung Bioepis, Biogen announce FDA filing acceptance of SB11 01/17/21 Fly Intel: Top five weekend stock stories 01/13/21 Dan Loeb says Intel CEO Bob Swan did 'right thing' to step aside 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/20/21 Susquehanna Intel investors watching long term strategic direction, says Susquehanna 01/15/21 Evercore ISI Evercore adds Dell Technologies to tactical Outperform list, ups target to $85 01/15/21 DZ Bank Intel upgraded to Hold from Sell at DZ Bank 01/14/21 Fly Intel: Top five analyst upgrades 01/21/21 Fly Intel: Top five analyst downgrades 01/21/21 KeyBanc KeyBanc cuts VMware to Sector Weight ahead of 'more challenging first half' 01/21/21 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc 01/21/21 New Street New Street upgrades ASML to Buy given 'brave new world' 01/14/21 Needham Intel upgraded to Buy from Hold at Needham 01/12/21 Fly Intel: Top five analyst upgrades 01/12/21 Bernstein TSMC upgraded to Outperform from Market Perform at Bernstein 01/06/21 KeyBanc Synaptics price target raised to $120 from $100 at KeyBanc 01/06/21 KeyBanc Qualcomm price target raised to $180 from $175 at KeyBanc 01/06/21 Craig-Hallum STMicroelectronics price target raised to $46 from $41 at Craig-Hallum 12/17/20 Craig-Hallum Digital Turbine price target raised to $60 from $44 at Craig-Hallum 11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 01/14/21 TSMC sees Q1 revenue $12.7B-$13B, consensus $12.62B 01/14/21 TSMC reports Q4 EPS 97c, consensus 94c 10/15/20 TSMC sees Q4 revenue $12.4B-$12.7B, consensus $11.71B 10/15/20 TSMC reports Q3 EPS 90c, consensus 77c 01/07/21 Samsung sees Q4 operating profit KRW9.00T vs. KRW9.52T consensus 10/28/20 Samsung reports Q3 operating profit KRW12.35T vs KRW7.78T last year 10/07/20 Samsung sees Q3 operating profit KRW12.3T vs. KRW10.0T consensus 07/29/20 Samsung reports Q2 operating profit KRW8.15T vs KRW6.60T last year 01/13/21 Intel sees Q4 revenue and EPS to exceed prior guidance 10/22/20 Intel sees Q4 adjusted EPS $1.10, consensus $1.06 10/22/20 Intel raises FY20 adjusted EPS view to $4.90 from $4.85, consensus $4.85 10/22/20 Intel reports Q3 adjusted EPS $1.11, consensus $1.10 01/13/21 Intel CEO Swan to be replaced by VMware's Pat Gelsinger, CNBC reports 01/13/21 Intel CEO Bob Swan to step down, to be replaced by Gelsinger, CNBC reports 12/21/20 Tech giants join Facebook's legal battle against Israel's NSO, Reuters says 01/21/21 Qualcomm rolls out Snapdragon 870 series, DigiTimes reports 01/19/21 TSMC, UMC to see full capacity utilization for 28nm through Q3, DigiTimes says 01/14/21 TSMC pledges to fix global auto chip shortage, FT reports 01/12/21 Intel plans to outsource production of new chips to TSMC, Reuters reports 01/17/21 Apple considering foldable iPhone, minor changes for 2021 models, Bloomberg says 01/11/21 Samsung to push QLED, mciroLED TV technology sales in 2021, DigiTimes says 01/08/21 Intel has talked with TSMC, Samsung about outsourcing chips, Bloomberg reports 01/08/21 Intel has talked with TSMC, Samsung about outsourcing chips, Bloomberg reports 01/17/21 Trump admin slams China's Huawei, halting shipments from Intel, Reuters says 01/16/21 Intel rebound will still take time, Barron's says 01/15/21 Intel may fully advance to 10nm in 2021, DigiTimes reports 01/13/21 Intel CEO Swan stepping down, WMware CEO Gelsinger to replace him, CNBC says 01/13/21 Fly Intel: Wall Street's top stories for Wednesday 01/13/21 VMware slides as Gelsinger returns to Intel to be new CEO 01/14/21 Fly Intel: Pre-market Movers 07/24/20 Fly Intel: Wall Street's top stories for Friday 01/12/21 On, Lumentum seen among top semiconductors takeout candidates for 2021 01/14/21 Fly Intel: Wall Street's top stories for Thursday 01/14/21 Fly Intel: Wall Street's top stories at midday 01/14/21 AMD slips as analyst says sell on Gelsinger's return to Intel 01/14/21 Shopify, Intel upgrades among today's top calls on Wall Street 12/18/20 VMware put volume heavy and directionally bearish 10/27/20 Largest borrow rate increases among liquid names 10/26/20 VMware put volume heavy and directionally bearish 01/19/21 Taiwan Semi call volume above normal and directionally bullish 12/15/20 Taiwan Semi call volume above normal and directionally bullish 12/11/20 Unusual call flow in option market yesterday 12/10/20 Call sale in Taiwan Semiconductor exits short-term trade for $3.2M loss 01/13/21 Early notable gainers among liquid option names on January 13th 01/13/21 Intel call volume above normal and directionally bullish 01/04/21 Intel call volume above normal and directionally bullish 12/29/20 Intel call volume above normal and directionally bullish
Downgrade
Catch up on today's…
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Maxar Technologies (MAXR) downgraded to Neutral from Overweight at JPMorgan with analyst Benjamin Arnstein saying Maxar's turnaround path "has now been fully incorporated into market expectations," and it is prudent for investors to take profits, says the analyst. 2. AB InBev (BUD) downgraded to Sell from Hold at Societe Generale with analyst Toby McCullagh saying he is concerned that the recent "COVID-supported market growth" and share momentum in the U.S. will prove short-lived. 3. DuPont (DD) downgraded to Neutral from Buy at BofA with analyst Steve Byrne noting that the company is still set up for a strong earnings performance this year, but with DuPont valuation at 14-times expected EBITDA, he sees valuation as being "close to fair". 4. Chevron (CVX) downgraded to Hold from Buy at Jefferies with analyst Giacomo Romeo saying his downgrade is principally driven by valuation. 5. VMware (VMW) downgraded to Sector Weight from Overweight at KeyBanc with analyst Alex Kurtz saying the firm's CIO Survey and input from channel discussions lead him to see "a more challenging first half" for the company. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
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01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer 01/21/21 Maxar Technologies falls -7.3% 01/14/21 Maxar Technologies rises 27.9% 01/14/21 Maxar Technologies rises 14.3% 01/14/21 Maxar Technologies rises 16.0% 12/29/20 DuPont signs LOI to sell Chestnut Run Laboratory campus to MRA Group 12/18/20 DuPont board approves separation of nutrition and biosciences business 12/09/20 American Electric names Daryl Roberts to board of directors 12/08/20 UPS names Darrell Ford as Chief Human Resources 01/14/21 Chevron invests in carbon capture and utilization startup Blue Planet 01/08/21 Noble Midstream to provide oil transmission services to Chevron subsidiary 01/05/21 EQT Corporation reports year-end total proved reserves of 19.8 Tcfe, up 13% 12/09/20 Chevron CEO: Our dividend is secure, our balance sheet is strong 12/23/20 Apollo-led group to acquire 49.9% stake in AB InBev U.S. metal container plants 12/08/20 Cemtrex announces engagements with HBO Max, Modelo USA 10/29/20 AB InBev says consumers returning to trusted brands 10/29/20 AB InBev says had share gains in most key markets in Q3 01/21/21 JPMorgan JPMorgan downgrades Maxar, says take profits after 85% rally 01/21/21 JPMorgan Maxar Technologies downgraded to Neutral from Overweight at JPMorgan 12/11/20 Canaccord Maxar Technologies price target raised to $40 from $36 at Canaccord 11/17/20 Fly Intel: Top five analyst upgrades 01/21/21 Societe Generale AB InBev downgraded to Sell from Hold at Societe Generale 01/15/21 Berenberg AB InBev price target lowered to EUR 72.10 from EUR 75.70 at Berenberg 01/15/21 Deutsche Bank AB InBev price target lowered to EUR 55 from EUR 60 at Deutsche Bank 01/13/21 Exane BNP Paribas AB InBev upgraded to Neutral from Underperform at Exane BNP Paribas 01/21/21 BofA DuPont downgraded to Neutral from Buy at BofA 01/21/21 BofA DuPont downgraded to Neutral from Buy at BofA 01/19/21 Deutsche Bank DuPont named 'Catalyst Call: Buy Idea' at Deutsche Bank 01/14/21 JPMorgan DuPont downgraded to Neutral, removed from Focus List at JPMorgan 01/21/21 Jefferies Chevron downgraded to Hold from Buy at Jefferies 01/19/21 Cowen Chevron price target raised to $99 from $90 at Cowen 01/14/21 Barclays Chevron price target raised to $110 from $108 at Barclays 01/14/21 Fly Intel: Top five analyst upgrades 01/21/21 KeyBanc KeyBanc cuts VMware to Sector Weight ahead of 'more challenging first half' 01/21/21 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc 01/15/21 Evercore ISI Evercore adds Dell Technologies to tactical Outperform list, ups target to $85 01/14/21 UBS VMware price target lowered to $145 from $152 at UBS 11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 11/05/20 Maxar Technologies maintains FY20 adj. EBITDA view of $415M-$445M 08/05/20 Maxar Technologies narrows FY20 adj. EBITDA view to $415M-$445M 08/05/20 Maxar Technologies reports Q2 EPS 0c, consensus $1.06 10/29/20 DuPont sees FY20 adj. EPS $3.17-$3.21, consensus $3.03 10/29/20 DuPont reports Q3 adj. EPS 88c, consensus 75c 10/28/20 Notable companies reporting before tomorrow's open 10/30/20 Chevron reports Q3 adj. EPS 11c, consensus (27c) 10/29/20 Notable companies reporting before tomorrow's open 08/04/20 Notable companies reporting before tomorrow's open 10/29/20 AB InBev reports Q3 normalized EPS 79c, consensus 69c 09/28/20 Diageo says outlook for first half of fiscal 21 has improved since year-end 07/30/20 AB InBev reports Q2 normalized EPS 46c, consensus 24c 07/29/20 Notable companies reporting before tomorrow's open 01/13/21 Intel CEO Swan stepping down, WMware CEO Gelsinger to replace him, CNBC says 01/13/21 Intel CEO Swan to be replaced by VMware's Pat Gelsinger, CNBC reports 01/13/21 Intel CEO Bob Swan to step down, to be replaced by Gelsinger, CNBC reports 12/21/20 Tech giants join Facebook's legal battle against Israel's NSO, Reuters says 01/05/21 Saudi Arabia, Russia reach oil compromise, WSJ reports 01/05/21 OPEC+ reaches deal to hold oil output broadly steady, Bloomberg says 12/03/20 OPEC, allies agree to output boost of 500,000 barrels a day,WSJ reports 12/03/20 OPEC+ agrees on modest oil output increase from January, Reuters says 09/08/20 AB InBev starts search for next CEO to replace Carlos Brito, FT reports 08/05/20 AB InBev, Heineken pause South Africa projects amid alcohol ban, Bloomberg says 01/14/21 AMD slips as analyst says sell on Gelsinger's return to Intel 01/14/21 Shopify, Intel upgrades among today's top calls on Wall Street 01/13/21 Fly Intel: Wall Street's top stories for Wednesday 01/13/21 VMware slides as Gelsinger returns to Intel to be new CEO 08/06/20 Fly Intel: Wall Street's top stories for Thursday 08/06/20 Fly Intel: Wall Street's top stories at midday 12/03/20 Fly Intel: Wall Street's top stories for Thursday 12/03/20 Fly Intel: Wall Street's top stories at midday 11/17/20 Fly Intel: Wall Street's top stories for Tuesday 10/31/20 Week in review: How Trump's policies moved stocks 07/30/20 Walmart, Target initiations among today's top calls on Wall Street 07/30/20 Fly Intel: Pre-market Movers 12/18/20 VMware put volume heavy and directionally bearish 10/27/20 Largest borrow rate increases among liquid names 10/26/20 VMware put volume heavy and directionally bearish 09/28/20 Largest borrow rate increases among liquid names 12/15/20 DuPont de Nemours call volume above normal and directionally bullish 10/28/20 DuPont de Nemours call volume above normal and directionally bullish 09/25/20 DuPont de Nemours call volume above normal and directionally bullish 09/14/20 Unusually active option classes on open September 14th 11/16/20 Chevron call volume above normal and directionally bullish 10/26/20 Chevron call volume above normal and directionally bullish 10/02/20 Unusually active option classes on open October 2nd 07/31/20 Unusually active option classes on open July 31st 12/17/20 Unusually active option classes on open December 17th 11/06/20 Anheuser Busch put volume heavy and directionally bearish 10/26/20 Largest borrow rate increases among liquid names 10/21/20 Anheuser Busch put volume heavy and directionally bearish
Downgrade
As previously reported,…
As previously reported, KeyBanc analyst Alex Kurtz downgraded VMware to Sector Weight from Overweight with no price target, telling investors that the firm's CIO Survey and input from our channel discussions lead him to see "a more challenging first half" for the company. Kurtz, who has lowered his estimates from where they had previously been above consensus, estimates a fair value of $140 for VMware shares.
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$132.61 / +0.405 (+0.31%)
01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer $132.61 / +0.405 (+0.31%)
01/21/21 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc 01/15/21 Evercore ISI Evercore adds Dell Technologies to tactical Outperform list, ups target to $85 01/14/21 UBS VMware price target lowered to $145 from $152 at UBS 01/14/21 BMO Capital AMD downgraded to Underperform from Market Perform at BMO Capital $132.61 / +0.405 (+0.31%)
11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 $132.61 / +0.405 (+0.31%)
01/13/21 Intel CEO Swan stepping down, WMware CEO Gelsinger to replace him, CNBC says 01/13/21 Intel CEO Swan to be replaced by VMware's Pat Gelsinger, CNBC reports 01/13/21 Intel CEO Bob Swan to step down, to be replaced by Gelsinger, CNBC reports 12/21/20 Tech giants join Facebook's legal battle against Israel's NSO, Reuters says $132.61 / +0.405 (+0.31%)
01/14/21 AMD slips as analyst says sell on Gelsinger's return to Intel 01/14/21 Shopify, Intel upgrades among today's top calls on Wall Street 01/13/21 Fly Intel: Wall Street's top stories for Wednesday 01/13/21 VMware slides as Gelsinger returns to Intel to be new CEO $132.61 / +0.405 (+0.31%)
12/18/20 VMware put volume heavy and directionally bearish 10/27/20 Largest borrow rate increases among liquid names 10/26/20 VMware put volume heavy and directionally bearish
Downgrade
KeyBanc analyst Alex…
KeyBanc analyst Alex Kurtz downgraded VMware to Sector Weight from Overweight.
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$132.61 / +0.405 (+0.31%)
01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer $132.61 / +0.405 (+0.31%)
01/15/21 Evercore ISI Evercore adds Dell Technologies to tactical Outperform list, ups target to $85 01/14/21 UBS VMware price target lowered to $145 from $152 at UBS 01/14/21 BMO Capital AMD downgraded to Underperform from Market Perform at BMO Capital 01/13/21 BMO Capital VMware downgraded to Market Perform from Outperform at BMO Capital $132.61 / +0.405 (+0.31%)
11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 $132.61 / +0.405 (+0.31%)
01/13/21 Intel CEO Swan stepping down, WMware CEO Gelsinger to replace him, CNBC says 01/13/21 Intel CEO Swan to be replaced by VMware's Pat Gelsinger, CNBC reports 01/13/21 Intel CEO Bob Swan to step down, to be replaced by Gelsinger, CNBC reports 12/21/20 Tech giants join Facebook's legal battle against Israel's NSO, Reuters says $132.61 / +0.405 (+0.31%)
01/14/21 AMD slips as analyst says sell on Gelsinger's return to Intel 01/14/21 Shopify, Intel upgrades among today's top calls on Wall Street 01/13/21 Fly Intel: Wall Street's top stories for Wednesday 01/13/21 VMware slides as Gelsinger returns to Intel to be new CEO $132.61 / +0.405 (+0.31%)
12/18/20 VMware put volume heavy and directionally bearish 10/27/20 Largest borrow rate increases among liquid names 10/26/20 VMware put volume heavy and directionally bearish
Over a week ago
Recommendations
Evercore ISI analyst Amit…
Evercore ISI analyst Amit Daryanani raised the firm's price target on Dell Technologies (DELL) to $85 from $75 and keeps an Outperform rating on the shares while adding the stock to the firm's tactical Outperform list, arguing that the recent selloff on the announcement that Pat Gelsinger is leaving VMware (WMW) to become Intel's (INTC) CEO is "largely overdone." A path remains for a spin of VMware after Sept 2021, which should materially de-lever Dell and allow them to be "comfortably into investment grade range," said Daryanani, who thinks a more simplified corporate structure and stronger balance sheet should enable further multiple expansion.
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$135.57 / +2.265 (+1.70%)
01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer 01/13/21 Dan Loeb says Intel CEO Bob Swan did 'right thing' to step aside 01/06/21 Intel announces introduction of RealSense ID facial authentication 11/24/20 Dell Technologies reports Q3 Infrastructure Solutions Group revenue $8B 11/24/20 Dell Technologies reports Q3 Client Solutions Group revenue $12.3B 11/24/20 Dell Technologies reports total deferred revenue of $28.7B at Q3-end 11/24/20 Dell Technologies reports Q3 VMware revenue $2.9B 01/13/21 JPMorgan Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan 12/21/20 Citi Citi names Dell new to pick for 2021, adds to Focus List 11/25/20 JPMorgan Dell Technologies price target raised to $85 from $80 at JPMorgan 11/25/20 Wells Fargo Dell Technologies price target raised to $80 from $75 at Wells Fargo $135.57 / +2.265 (+1.70%)
01/14/21 UBS VMware price target lowered to $145 from $152 at UBS 01/14/21 BMO Capital AMD downgraded to Underperform from Market Perform at BMO Capital 01/13/21 BMO Capital VMware downgraded to Market Perform from Outperform at BMO Capital 01/15/21 DZ Bank Intel upgraded to Hold from Sell at DZ Bank 01/14/21 Fly Intel: Top five analyst upgrades 01/14/21 Needham Intel upgraded to Buy from Hold at Needham 01/14/21 Jefferies Jefferies says Intel still faces 'foundational challenges' after 'positive' hire $135.57 / +2.265 (+1.70%)
11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 01/13/21 Intel sees Q4 revenue and EPS to exceed prior guidance 10/22/20 Intel sees Q4 adjusted EPS $1.10, consensus $1.06 10/22/20 Intel raises FY20 adjusted EPS view to $4.90 from $4.85, consensus $4.85 10/22/20 Intel reports Q3 adjusted EPS $1.11, consensus $1.10 11/24/20 Dell Technologies sees Q4 revenue up 3%-4% sequentially, consensus $23.09B 11/24/20 Dell Technologies reports Q3 adjusted EPS $2.03, consensus $1.40 11/24/20 Notable companies reporting after market close 10/22/20 Fly Intel: What to watch in data storage earnings reports $135.57 / +2.265 (+1.70%)
01/13/21 Intel CEO Swan stepping down, WMware CEO Gelsinger to replace him, CNBC says 01/13/21 Intel CEO Swan to be replaced by VMware's Pat Gelsinger, CNBC reports 01/13/21 Intel CEO Bob Swan to step down, to be replaced by Gelsinger, CNBC reports 12/21/20 Tech giants join Facebook's legal battle against Israel's NSO, Reuters says 01/15/21 Intel may fully advance to 10nm in 2021, DigiTimes reports 09/14/20 Dell Technologies plans to reduce workforce this week, Bloomberg reports 08/15/20 Cisco earnings showing tech stock not immune to COVID, Barron's says $135.57 / +2.265 (+1.70%)
01/14/21 AMD slips as analyst says sell on Gelsinger's return to Intel 01/14/21 Shopify, Intel upgrades among today's top calls on Wall Street 01/13/21 Fly Intel: Wall Street's top stories for Wednesday 01/14/21 Fly Intel: Wall Street's top stories for Thursday 01/14/21 Fly Intel: Wall Street's top stories at midday 01/13/21 VMware slides as Gelsinger returns to Intel to be new CEO 11/25/20 Fly Intel: Wall Street's top stories for Wednesday 11/25/20 Fly Intel: Wall Street's top stories at midday 09/23/20 Tesla upgrade, Apple downgrade among today's top calls on Wall Street $135.57 / +2.265 (+1.70%)
12/18/20 VMware put volume heavy and directionally bearish 10/27/20 Largest borrow rate increases among liquid names 10/26/20 VMware put volume heavy and directionally bearish 07/16/20 VMware call volume above normal and directionally bullish 01/13/21 Early notable gainers among liquid option names on January 13th 01/13/21 Intel call volume above normal and directionally bullish 01/04/21 Intel call volume above normal and directionally bullish 12/29/20 Intel call volume above normal and directionally bullish 10/26/20 Dell Technologies put volume heavy and directionally bearish 08/11/20 Dell Technologies call volume above normal and directionally bullish 08/10/20 Dell Technologies put volume heavy and directionally bearish 08/07/20 Dell Technologies put volume heavy and directionally bearish
On The Fly
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01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer $133.50 / +14.18 (+11.88%)
01/14/21 TSMC sees FY21 CapEx $25B-$28B 01/08/21 TSMC reports December revenue NT$117.37B, up 13.6% y/y 11/10/20 TSMC reports October revenue NT$119.3B, up 12.5% y/y 10/08/20 TSMC reports September revenue NT$127.59B, up 24.9% y/y 01/13/21 Dan Loeb says Intel CEO Bob Swan did 'right thing' to step aside 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/06/21 Intel announces introduction of RealSense ID facial authentication 01/12/21 AMD announces ful portfolio of AMD Ryzen 5000 Series mobile processors 01/12/21 AMD shares slightly higher after CEO's keynote at CES 01/06/21 AMD promotes Darren Grasby to chief sales officer, Devinder Kumar to CFO 01/04/21 Microsoft in contact with AMD to help meet Series X/S demand 01/14/21 Cowen AMD price target raised to $110 from $100 at Cowen 01/14/21 BMO Capital Intel upgraded to Outperform from Market Perform at BMO Capital 01/14/21 BMO Capital AMD downgraded to Underperform from Market Perform at BMO Capital 01/13/21 Citi Citi opens positive catalyst watch on Intel, boosts target to $55 after CEO news 01/14/21 Fly Intel: Top five analyst upgrades 01/14/21 Needham Intel upgraded to Buy from Hold at Needham 01/14/21 Jefferies Jefferies says Intel still faces 'foundational challenges' after 'positive' hire 01/14/21 Atlantic Equities Intel upgraded to Neutral from Underweight at Atlantic Equities 01/14/21 UBS VMware price target lowered to $145 from $152 at UBS 01/13/21 BMO Capital VMware downgraded to Market Perform from Outperform at BMO Capital 01/13/21 JPMorgan Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan $133.50 / +14.18 (+11.88%)
01/12/21 Fly Intel: Top five analyst upgrades 01/12/21 Bernstein TSMC upgraded to Outperform from Market Perform at Bernstein 12/29/20 RBC Capital Intel intraday move on Third Point news looks 'overdone,' says RBC Capital 11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 $133.50 / +14.18 (+11.88%)
01/14/21 TSMC sees Q1 revenue $12.7B-$13B, consensus $12.62B 01/14/21 TSMC reports Q4 EPS 97c, consensus 94c 10/15/20 TSMC sees Q4 revenue $12.4B-$12.7B, consensus $11.71B 10/15/20 TSMC reports Q3 EPS 90c, consensus 77c 01/13/21 Intel sees Q4 revenue and EPS to exceed prior guidance 10/22/20 Intel sees Q4 adjusted EPS $1.10, consensus $1.06 10/22/20 Intel raises FY20 adjusted EPS view to $4.90 from $4.85, consensus $4.85 10/22/20 Intel reports Q3 adjusted EPS $1.11, consensus $1.10 10/27/20 AMD boosts FY20 revenue growth view to 41% vs. 2019, consensus $8.92B 10/27/20 AMD sees Q4 revenue approximately $3B, plus or minus $100M 10/27/20 AMD reports Q3 adjusted EPS 41c, consensus 35c 07/28/20 AMD sees FY20 revenue growth of approximately 32% 12/21/20 Tech giants join Facebook's legal battle against Israel's NSO, Reuters says $133.50 / +14.18 (+11.88%)
01/14/21 TSMC pledges to fix global auto chip shortage, FT reports 01/08/21 Intel has talked with TSMC, Samsung about outsourcing chips, Bloomberg reports 01/08/21 Intel has talked with TSMC, Samsung about outsourcing chips, Bloomberg reports 01/13/21 Intel CEO Swan stepping down, WMware CEO Gelsinger to replace him, CNBC says 01/13/21 Intel CEO Swan to be replaced by VMware's Pat Gelsinger, CNBC reports 01/13/21 Intel CEO Bob Swan to step down, to be replaced by Gelsinger, CNBC reports 01/12/21 Intel plans to outsource production of new chips to TSMC, Reuters reports 01/06/21 AMD's supply of Ryzen 3 notebook CPUs to fall short of demand, DigiTimes reports 12/20/20 Chip makers under threat from big tech companies, WSJ reports 11/24/20 Nvidia to support AMD mobility CPUs for high-end GPUs, WccfTech reports 10/09/20 Xilinx likely doesn't want to sell itself, CNBC's Cramer says $133.50 / +14.18 (+11.88%)
01/14/21 Fly Intel: Pre-market Movers 07/24/20 Fly Intel: Wall Street's top stories for Friday 01/13/21 Fly Intel: Wall Street's top stories for Wednesday 01/14/21 AMD slips as analyst says sell on Gelsinger's return to Intel 01/14/21 Shopify, Intel upgrades among today's top calls on Wall Street 01/13/21 VMware slides as Gelsinger returns to Intel to be new CEO 01/12/21 On, Lumentum seen among top semiconductors takeout candidates for 2021 12/18/20 VMware put volume heavy and directionally bearish 10/27/20 Largest borrow rate increases among liquid names 10/26/20 VMware put volume heavy and directionally bearish 07/16/20 VMware call volume above normal and directionally bullish $133.50 / +14.18 (+11.88%)
12/15/20 Taiwan Semi call volume above normal and directionally bullish 12/11/20 Unusual call flow in option market yesterday 12/10/20 Call sale in Taiwan Semiconductor exits short-term trade for $3.2M loss 12/04/20 Taiwan Semi call volume above normal and directionally bullish 01/13/21 Early notable gainers among liquid option names on January 13th 01/13/21 Intel call volume above normal and directionally bullish 01/04/21 Intel call volume above normal and directionally bullish 12/29/20 Intel call volume above normal and directionally bullish 01/14/21 Notable open interest changes for January 14th 01/07/21 Advanced Micro call volume above normal and directionally bullish 01/06/21 Notable open interest changes for January 6th 12/15/20 Unusually active option classes on open December 15th
On The Fly
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01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer 01/14/21 TSMC sees FY21 CapEx $25B-$28B 01/08/21 TSMC reports December revenue NT$117.37B, up 13.6% y/y 11/10/20 TSMC reports October revenue NT$119.3B, up 12.5% y/y 10/08/20 TSMC reports September revenue NT$127.59B, up 24.9% y/y $1,223.78 / +24.54 (+2.05%)
12/03/20 Stripe launches Stripe Treasury in deal with Goldman, Citigroup 12/01/20 Shopify announces results from Black Friday/Cyber Monday weekend 11/29/20 Shopify announces record global Black Friday sales of $2.4B 11/16/20 Lone Pine buys Square, exits Visa in Q3 01/13/21 SurveyMonkey announces integration with ServiceNow 12/17/20 Exfo joins ServiceNow Partner Program 11/30/20 ServiceNow says 2020 margin profile 'not sustainable' 11/16/20 Tiger Global adds Snowflake, GSX and BigCommerce during Q3 01/13/21 Dan Loeb says Intel CEO Bob Swan did 'right thing' to step aside 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/06/21 Intel announces introduction of RealSense ID facial authentication 01/12/21 General Motors announces launch of new BrightDrop business unit 01/08/21 If Bill Miller were Elon Musk, Tesla would acquire General Motors 01/08/21 Tesla should buy General Motors, Bill Miller says 01/08/21 General Motors announces new logo in conjunction with EV marketing campaign 09/14/20 eGain achieves FedRAMP "In Process" status 08/20/20 Omnichannel retailer offers expanded self-service with eGain 08/11/20 eGain CEO 'bullish' despite 'uncertain' short-term economic outlook 07/16/20 eGain adds Google's Business Messages support to its Messaging Hub $1,441.00 / +44.31 (+3.17%)
01/11/21 Chipotle to fill 15,000 jobs via National Career Day 01/04/21 Chipotle announces launch of Cilantro-Lime Cauliflower Rice 11/30/20 Chipotle testing Smoked Brisket at 64 restaurants in Cincinnati, Sacramento 11/19/20 Chipotle sales trajectory has largely returned to pre-Covid levels, says Pershing Square 01/12/21 AMD announces ful portfolio of AMD Ryzen 5000 Series mobile processors 01/12/21 AMD shares slightly higher after CEO's keynote at CES 01/06/21 AMD promotes Darren Grasby to chief sales officer, Devinder Kumar to CFO 01/04/21 Microsoft in contact with AMD to help meet Series X/S demand $1,223.78 / +24.54 (+2.05%)
01/14/21 Fly Intel: Top five analyst upgrades 01/14/21 Oppenheimer Shopify upgraded to Outperform from Perform at Oppenheimer 01/11/21 KeyBanc Shopify price target raised to $1,300 from $1,250 at KeyBanc 01/04/21 Barclays Shopify assumed with an Equal Weight at Barclays 01/14/21 Oppenheimer ServiceNow upgraded to Outperform at Oppenheimer on glide path to $10B in sales 01/14/21 Oppenheimer ServiceNow upgraded to Outperform from Perform at Oppenheimer 01/05/21 Piper Sandler ServiceNow price target raised to $550 from $500 at Piper Sandler 12/16/20 Mizuho ServiceNow price target raised to $600 from $570 at Mizuho 01/14/21 Oppenheimer eGain downgraded to Perform at Oppenheimer on elevated execution risk 01/14/21 Oppenheimer eGain downgraded to Perform from Outperform at Oppenheimer 10/20/20 Berenberg eGain initiated with a Buy at Berenberg 10/14/20 Benchmark eGain share price may be benefiting from M&A speculation, says Benchmark 01/14/21 Needham Intel upgraded to Buy from Hold at Needham 01/14/21 Jefferies Jefferies says Intel still faces 'foundational challenges' after 'positive' hire 01/14/21 Atlantic Equities Intel upgraded to Neutral from Underweight at Atlantic Equities 01/14/21 UBS VMware price target lowered to $145 from $152 at UBS 01/14/21 BMO Capital AMD downgraded to Underperform from Market Perform at BMO Capital 01/13/21 BMO Capital VMware downgraded to Market Perform from Outperform at BMO Capital 01/13/21 JPMorgan Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan 01/14/21 Cowen AMD price target raised to $110 from $100 at Cowen 01/14/21 BMO Capital Intel upgraded to Outperform from Market Perform at BMO Capital 01/13/21 Citi Citi opens positive catalyst watch on Intel, boosts target to $55 after CEO news 01/12/21 Fly Intel: Top five analyst upgrades 01/12/21 Bernstein TSMC upgraded to Outperform from Market Perform at Bernstein 12/29/20 RBC Capital Intel intraday move on Third Point news looks 'overdone,' says RBC Capital $1,441.00 / +44.31 (+3.17%)
01/14/21 Deutsche Bank Chipotle price target raised to $1,348 from $1,235 at Deutsche Bank 01/14/21 RBC Capital RBC upgrades Chipotle to Outperform, sees improving new restaurant margins 01/14/21 RBC Capital Chipotle upgraded to Outperform from Sector Perform at RBC Capital 01/14/21 Argus General Motors upgraded to Buy at Argus on business expansion, high margins 01/14/21 Argus General Motors upgraded to Buy from Hold at Argus 01/13/21 Fly Intel: Top five analyst upgrades 11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 01/14/21 TSMC sees Q1 revenue $12.7B-$13B, consensus $12.62B 01/14/21 TSMC reports Q4 EPS 97c, consensus 94c 10/15/20 TSMC sees Q4 revenue $12.4B-$12.7B, consensus $11.71B 10/15/20 TSMC reports Q3 EPS 90c, consensus 77c $1,223.78 / +24.54 (+2.05%)
10/29/20 Shopify reports Q3 adjusted EPS $1.13, consensus 53c 10/28/20 Notable companies reporting before tomorrow's open 07/29/20 Fly Intel: What to watch in PayPal earnings report 10/28/20 ServiceNow raises 2020 subscription revenue outlook to $4.25B-$4.26B 10/28/20 ServiceNow sees Q4 subscription revenue up 27% to $1.14B-$1.15B 10/28/20 ServiceNow reports Q3 EPS $1.21, consensus $1.06 10/28/20 Notable companies reporting after market close 01/13/21 Intel sees Q4 revenue and EPS to exceed prior guidance 10/22/20 Intel sees Q4 adjusted EPS $1.10, consensus $1.06 10/22/20 Intel raises FY20 adjusted EPS view to $4.90 from $4.85, consensus $4.85 10/22/20 Intel reports Q3 adjusted EPS $1.11, consensus $1.10 11/05/20 General Motors reports Q3 adjusted EPS $2.83, consensus $1.38 11/04/20 Notable companies reporting before tomorrow's open 10/13/20 Fly Intel: What to watch in next round of big banks' earnings reports 11/10/20 eGain sees Q2 EPS (2c)-2c, consensus 6c 11/10/20 eGain reports Q3 EPS 8c, consensus 6c 09/02/20 eGain sees Q1 EPS 5c-8c, consensus 3c 09/02/20 eGain reports Q4 EPS 8c, consensus 5c $1,441.00 / +44.31 (+3.17%)
10/21/20 Chipotle reports Q3 adjusted EPS $3.76, consensus $3.40 10/21/20 Notable companies reporting after market close 07/22/20 Chipotle not providing 2020 guidance due to 'on-going uncertainty' 07/22/20 Chipotle says July comparable restaurant sales up 6.4% month to date 10/27/20 AMD boosts FY20 revenue growth view to 41% vs. 2019, consensus $8.92B 10/27/20 AMD sees Q4 revenue approximately $3B, plus or minus $100M 10/27/20 AMD reports Q3 adjusted EPS 41c, consensus 35c 07/28/20 AMD sees FY20 revenue growth of approximately 32%
Recommendations
UBS analyst Karl…
UBS analyst Karl Keirstead lowered the firm's price target on VMware to $145 from $152 and keeps a Neutral rating on the shares. The analyst says the departure of the company's CEO weakens his confidence in its growth outlook.
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01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer 01/14/21 BMO Capital AMD downgraded to Underperform from Market Perform at BMO Capital 01/13/21 BMO Capital VMware downgraded to Market Perform from Outperform at BMO Capital 01/13/21 JPMorgan Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan 01/13/21 Citi Citi opens positive catalyst watch on Intel, boosts target to $55 after CEO news 11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 01/13/21 Intel CEO Swan stepping down, WMware CEO Gelsinger to replace him, CNBC says 01/13/21 Intel CEO Swan to be replaced by VMware's Pat Gelsinger, CNBC reports 01/13/21 Intel CEO Bob Swan to step down, to be replaced by Gelsinger, CNBC reports 12/21/20 Tech giants join Facebook's legal battle against Israel's NSO, Reuters says 01/13/21 Fly Intel: Wall Street's top stories for Wednesday 01/13/21 VMware slides as Gelsinger returns to Intel to be new CEO 01/13/21 Fly Intel: Wall Street's top stories at midday 01/13/21 Fly Intel: Pre-market Movers 12/18/20 VMware put volume heavy and directionally bearish 10/27/20 Largest borrow rate increases among liquid names 10/26/20 VMware put volume heavy and directionally bearish 07/16/20 VMware call volume above normal and directionally bullish
Downgrade
BMO Capital analyst…
BMO Capital analyst Ambrish Srivastava downgraded AMD (AMD) to Underperform from Market Perform with a price target of $75, down from $80. The "richness of experience" that Pat Gelsinger brings from his prior tenure at Intel (INTC) as well as his experience running VMware (VMW) makes him the right person who can address the "daunting, but not insurmountable challenges" that Intel faces, Srivastava tells investors in a research note. Conversely, AMD has done a "tremendous job" under its CEO, and the stock's valuation reflects the "near flawless execution under her watch," says the analyst. However, Srivastava thinks a large part of AMD's "rich valuation is also attributable to how poorly Intel has executed." The analyst's scenario analysis suggests that AMD's share gains in servers should moderate out in 2022. Thus, consensus estimates will prove to be optimistic, says Srivastava.
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01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer 01/13/21 Dan Loeb says Intel CEO Bob Swan did 'right thing' to step aside 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/06/21 Intel announces introduction of RealSense ID facial authentication 01/12/21 AMD announces ful portfolio of AMD Ryzen 5000 Series mobile processors 01/12/21 AMD shares slightly higher after CEO's keynote at CES 01/06/21 AMD promotes Darren Grasby to chief sales officer, Devinder Kumar to CFO 01/04/21 Microsoft in contact with AMD to help meet Series X/S demand 01/13/21 Citi Citi opens positive catalyst watch on Intel, boosts target to $55 after CEO news 01/13/21 RBC Capital Buy AMD into earnings given pullback after Intel announcement, says RBC Capital 01/13/21 Rosenblatt AMD CEO's CES keynote 'strong,' says Rosenblatt 01/13/21 Piper Sandler AMD price target raised to $110 from $100 at Piper Sandler 01/13/21 Credit Suisse Intel price target raised to $80 from $65 at Credit Suisse 01/13/21 JPMorgan Intel CEO pick, 7nm progress positives, says JPMorgan 01/13/21 BMO Capital VMware downgraded to Market Perform from Outperform at BMO Capital 01/13/21 JPMorgan Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan 11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 01/13/21 Intel sees Q4 revenue and EPS to exceed prior guidance 10/22/20 Intel sees Q4 adjusted EPS $1.10, consensus $1.06 10/22/20 Intel raises FY20 adjusted EPS view to $4.90 from $4.85, consensus $4.85 10/22/20 Intel reports Q3 adjusted EPS $1.11, consensus $1.10 10/27/20 AMD boosts FY20 revenue growth view to 41% vs. 2019, consensus $8.92B 10/27/20 AMD sees Q4 revenue approximately $3B, plus or minus $100M 10/27/20 AMD reports Q3 adjusted EPS 41c, consensus 35c 07/28/20 AMD sees FY20 revenue growth of approximately 32% 12/21/20 Tech giants join Facebook's legal battle against Israel's NSO, Reuters says 01/13/21 Intel CEO Swan stepping down, WMware CEO Gelsinger to replace him, CNBC says 01/13/21 Intel CEO Swan to be replaced by VMware's Pat Gelsinger, CNBC reports 01/13/21 Intel CEO Bob Swan to step down, to be replaced by Gelsinger, CNBC reports 01/12/21 Intel plans to outsource production of new chips to TSMC, Reuters reports 01/06/21 AMD's supply of Ryzen 3 notebook CPUs to fall short of demand, DigiTimes reports 12/20/20 Chip makers under threat from big tech companies, WSJ reports 11/24/20 Nvidia to support AMD mobility CPUs for high-end GPUs, WccfTech reports 10/09/20 Xilinx likely doesn't want to sell itself, CNBC's Cramer says 01/13/21 Fly Intel: Wall Street's top stories for Wednesday 01/13/21 Fly Intel: Wall Street's top stories at midday 01/13/21 Fly Intel: Pre-market Movers 01/13/21 VMware slides as Gelsinger returns to Intel to be new CEO 01/12/21 On, Lumentum seen among top semiconductors takeout candidates for 2021 01/08/21 The Intersection: Crypto and Wall Street This Week 12/28/20 Kinnate initiations, Nikola target change among today's top calls on Wall Street 12/18/20 VMware put volume heavy and directionally bearish 10/27/20 Largest borrow rate increases among liquid names 10/26/20 VMware put volume heavy and directionally bearish 07/16/20 VMware call volume above normal and directionally bullish 01/13/21 Early notable gainers among liquid option names on January 13th 01/13/21 Intel call volume above normal and directionally bullish 01/04/21 Intel call volume above normal and directionally bullish 12/29/20 Intel call volume above normal and directionally bullish 01/07/21 Advanced Micro call volume above normal and directionally bullish 01/06/21 Notable open interest changes for January 6th 12/15/20 Unusually active option classes on open December 15th 12/07/20 Notable open interest changes for December 7th