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GOOG

Alphabet

$2,852.92 /

+16.265 (+0.57%)

, GOOGL

Alphabet Class A

$2,845.21 /

+22.4 (+0.79%)

20:07
09/26/21
09/26
20:07
09/26/21
20:07

Fly Intel: Top five weekend stock stories

Catch up on the weekend's top five stories with this list compiled by The Fly: 1. Google (GOOG) is reducing the amount of revenue it keeps when customers buy software from other vendors on its cloud marketplace, as the top tech companies face increasing pressure to lower their so-called take rates, CNBC's Jordan Novet reported. The Google Cloud Platform is cutting its percentage revenue share to 3% from 20%, according to a person familiar with the matter who asked not be named in order to talk about internal policies. 2. Polestar is nearing a deal to go public through a merger with a special-purpose acquisition company that would value the Swedish electric-vehicle maker at $21 billion, The Wall Street Journal's Cara Lombardo reported, citing people familiar with the matter. Polestar, owned by Chinese car maker Zhejiang Geely, is in advanced talks with Gores Guggenheim (GGPI) and could reach a deal by Monday, the people said. Polestar focuses on high-performance electric cars, positioning itself as a rival to Tesla (TSLA) and Lucid (LCID). Zhejiang Geely is controlled by its billionaire chairman and founder Li Shufu. It owns Geely Automobile (GELYF), Volvo Car Group and several other electric-vehicle brands, the author noted. 3. In television, the dongle is dead, and set makers are suddenly gaining show-business swagger. Stock buyers should consider newly public Vizio, which completed "upfront" advertising negotiations with more than $100 million in commitments, up fourfold from last year, Jack Hough wrote in this week's edition of Barron's. Cheap, small devices like the Amazon Fire Stick (AMZN) or Google Chromecast, along with Apple TV (AAPL) set-top boxes, gave old sets sleek operating systems and provided access to Netflix (NFLX) and more, but that's changing, the author notes. Only 7% of time spent watching a Vizio (VZIO) set isn't spent on Vizio's own operating system. Dongles are out, in other words, the publication says. 4. Disney's (DIS) "Shang-Chi and the Legend of the Ten Rings" remained atop the box office charts in its fourth weekend, earning another $13.3M as it became the top-grossing pic of the pandemic era in North America. The movie finished Sunday with a domestic gross of $196.5M and $166.9M overseas for a global total of $363.4M. "Shang-Chi" sports an A Cinemascore and unlike fellow Marvel Studios pic "Black Widow," it has an exclusive 45-day theatrical release. 5. Scotts Miracle-Gro (SMG), Li-Cycle (LICY), and Volkswagen (VWAGY) saw positive mentions in this week's edition of Barron's.

GOOG

Alphabet

$2,852.92 /

+16.265 (+0.57%)

GOOGL

Alphabet Class A

$2,845.21 /

+22.4 (+0.79%)

TSLA

Tesla

$774.47 /

+20.71 (+2.75%)

VZIO

Vizio

$19.54 /

-0.26 (-1.31%)

AMZN

Amazon.com

$3,425.63 /

+10.35 (+0.30%)

AAPL

Apple

$146.91 /

+0.16 (+0.11%)

NFLX

Netflix

$592.81 /

-0.58 (-0.10%)

DIS

Disney

$176.02 /

-0.19 (-0.11%)

SMG

Scotts Miracle-Gro

$144.95 /

-0.94 (-0.64%)

LICY

Li-Cycle

$10.91 /

-0.045 (-0.41%)

VWAGY

Volkswagen

$31.39 /

-0.292 (-0.92%)

LCID

Lucid Group

$25.39 /

-0.045 (-0.18%)

GGPI

Gores Guggenheim

$9.98 /

-0.005 (-0.05%)

GELYF

Geely Automobile

$2.93 /

-0.055 (-1.84%)

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GOOG Alphabet
$2,852.92 /

+16.265 (+0.57%)

09/17/21 Jefferies
Alphabet price target raised to $3,325 from $3,150 at Jefferies
09/13/21
Fly Intel: Top five analyst initiations
09/13/21 Goldman Sachs
Alphabet Class A initiated with a Buy at Goldman Sachs
09/09/21 JPMorgan
Netflix, Uber added as top U.S. Internet picks at JPMorgan
GOOGL Alphabet Class A
$2,845.21 /

+22.4 (+0.79%)

TSLA Tesla
$774.47 /

+20.71 (+2.75%)

09/23/21
Fly Intel: Top five analyst initiations
09/23/21 Tudor Pickering
Tudor Pickering starts 'fundamentally overvalued' Tesla at Sell
09/23/21 Tudor Pickering
Tesla initiated with a Sell at Tudor Pickering
09/17/21 Morgan Stanley
520 mile EPA range 'an important milestone' for Lucid, says Morgan Stanley
VZIO Vizio
$19.54 /

-0.26 (-1.31%)

09/20/21
Fly Intel: Top five analyst initiations
09/20/21 Cannonball Research
Vizio initiated with a Neutral at Cannonball Research
09/14/21
Fly Intel: Top five analyst initiations
09/14/21 Stephens
Stephens starts Vizio at Overweight with $27 price target
AMZN Amazon.com
$3,425.63 /

+10.35 (+0.30%)

09/24/21 Morgan Stanley
Vtex upgraded to Overweight from Equal Weight at Morgan Stanley
09/24/21 Oppenheimer
Opco downgrades Cloudflare amid competition from Amazon, Microsoft
09/14/21 Evercore ISI
Amazon price target raised to $4,700 from $4,200 at Evercore ISI
AAPL Apple
$146.91 /

+0.16 (+0.11%)

09/22/21 BMO Capital
Facebook guidance unchanged, not much new on technical side, says BMO Capital
09/22/21 Tigress Financial
Apple price target raised to $198 from $182 at Tigress Financial
09/21/21 BofA
BofA says nationalist sentiment resurgence in China could hurt iPhone sales
09/21/21 Credit Suisse
Apple iPhone 13 initial waits extended versus 12 cycle, says Credit Suisse
NFLX Netflix
$592.81 /

-0.58 (-0.10%)

09/22/21 Stifel
Netflix price target raised to $650 from $580 at Stifel
09/13/21 Goldman Sachs
Netflix initiated with a Neutral at Goldman Sachs
09/09/21 Arete
Netflix initiated with a Buy at Arete
DIS Disney
$176.02 /

-0.19 (-0.11%)

09/22/21 BofA
Disney's Q4 Disney+ subscriber adds estimate cut to 2M from 14M at BofA
09/21/21 KeyBanc
Disney+ subscriber guidance 'a very modest incremental negative,' says KeyBanc
09/21/21 Daiwa
Disney initiated with a Buy at Daiwa
09/13/21 Stephens
Recent Apple TV+ news positive for Roku, says Stephens
SMG Scotts Miracle-Gro
$144.95 /

-0.94 (-0.64%)

09/15/21 Raymond James
Scotts Miracle-Gro price target lowered to $200 from $230 at Raymond James
07/27/21 Stifel
Scotts Miracle-Gro initiated with a Buy at Stifel
07/12/21 Truist
Scotts Miracle-Gro price target lowered to $250 from $300 at Truist
06/24/21 JPMorgan
Scotts Miracle-Gro price target lowered to $198 from $240 at JPMorgan
LICY Li-Cycle
$10.91 /

-0.045 (-0.41%)

09/22/21 UBS
Li-Cycle initiated with a Buy at UBS
09/20/21 Wedbush
Li-Cycle initiated with an Outperform at Wedbush
09/13/21 Morgan Stanley
Li-Cycle initiated with an Overweight at Morgan Stanley
09/09/21 BMO Capital
Li-Cycle initiated with an Outperform at BMO Capital
VWAGY Volkswagen
$31.39 /

-0.292 (-0.92%)

09/17/21 JPMorgan
Volkswagen price target lowered to EUR 235 from EUR 245 at JPMorgan
09/16/21 Morgan Stanley
XPeng 'aiming to redefine mass-market EVs' with P5, says Morgan Stanley
08/11/21 Barclays
Volkswagen price target raised to EUR 295 from EUR 290 at Barclays
08/09/21 Standpoint Research
Volkswagen initiated with a Buy at Standpoint Research
LCID Lucid Group
$25.39 /

-0.045 (-0.18%)

09/15/21 BofA
BofA calls Lucid the 'Tesla/Ferrari of new EV automakers,' starts at Buy
09/15/21 BofA
Lucid Group initiated with a Buy at BofA
09/13/21 Morgan Stanley
Lucid Group initiated with an Underweight at Morgan Stanley
GGPI Gores Guggenheim
$9.98 /

-0.005 (-0.05%)

GELYF Geely Automobile
$2.93 /

-0.055 (-1.84%)

05/21/21 Macquarie
Geely Automobile resumed with an Outperform at Macquarie
01/11/21 JPMorgan
Geely Automobile upgraded to Overweight from Neutral at JPMorgan
11/09/20 JPMorgan
Geely Automobile downgraded to Neutral from Overweight at JPMorgan

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