-
What To Expect In AMD's Q4 Earnings Report
Monday, January 29, 2018 - 4:49pm | 653Read More...Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) have already gained nearly 30 percent in 2018 and the company's Q4 earnings report Tuesday afternoon could result in an acceleration in the stock's advance or put a pause to the momentum. Consensus analyst estimates for EPS stand at 5...
-
AMD Bear Admits Q4 Earnings Upside Is Likely On Cryptocurrency Strength
Monday, January 29, 2018 - 3:32pm | 438Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) may report some big earnings numbers on Tuesday, but one analyst says traders should consider selling into any earnings strength. The Analyst Morgan Stanley analyst Joseph Moore maintains an Underweight rating and $8 price target for AMD. The Thesis...
-
Intel's Earnings Beat: The Sell-Side Weighs In
Friday, January 26, 2018 - 4:30pm | 570Read More...Intel Corporation (NASDAQ: INTC) shares were up 10 percent Friday after the company’s fourth-quarter earnings report blew expectations out of the water. A number of Wall Street analysts weighed in on Intel following the report. Voices From The Street Oppenheimer analyst Rick Schafer said...
-
Morgan Stanley Sees Ethereum's Strength Benefiting AMD, Nvidia
Tuesday, January 23, 2018 - 11:01am | 457Read More...Forget about bitcoin. For Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (NASDAQ: NVDA) investors, the cryptocurrency story is all about Ethereum. The Analyst Morgan Stanley analyst Joseph Moore reiterated an Underperform rating and $8 price target for AMD and an Equal-Weight...
-
Morgan Stanley's Conviction In Upside For Inphi Limited
Friday, January 19, 2018 - 3:02pm | 310Read More...Recovery at Inphi Corporation (NYSE: IPHI), a provider of high-speed analog semiconductor solutions for the communications and computing market, is taking longer, according to an analyst at Morgan Stanley. The Analyst Morgan Stanley's Joseph Moore downgraded Inphi from Overweight to Equal-...
-
Wall Street Reacts After Micron Beats Consensus In Q1
Wednesday, December 20, 2017 - 2:06pm | 717Read More...Shares of Micron Technology, Inc. (NASDAQ: MU) is trading up Wednesday after delivering a top- and bottom-line beat in its fiscal first quarter earnings report. Micron guided its fiscal second quarter notably above Street estimates. Here's how Wall Street reacted. Citi: Micron Has The...
-
Morgan Stanley: Western Digital's NAND Forecast May Be Overly Bullish
Wednesday, December 13, 2017 - 5:37pm | 586Read More...Memory chip partners Western Digital Corp (NASDAQ: WDC) and Toshiba Corp (USA) (OTC: TOSYY) announced a settlement agreement Tuesday to resolve their ongoing disputes in litigation and arbitration. The agreement provides for the companies to participate jointly in future rounds of investment in...
-
2 Trends That Dominate The Ambarella Story
Friday, December 1, 2017 - 1:49pm | 442Read More...Video processing chipmaker Ambarella Inc (NASDAQ: AMBA) reported Thursday better-than-expected fiscal third quarter results. Reviewing the results, Morgan Stanley delved into two trends it identified in the Ambarella story. The Analyst Morgan Stanley analyst Joseph Moore maintained his...
-
4 Key Factors To Drive Sales At Aquantia
Tuesday, November 28, 2017 - 12:08pm | 439Read More...Aquantia Corp (NYSE: AQ), manufacturer of high-speed transceivers, recently IPO-ed, offering 6.82 million shares at $9 each. With the quiet period on the company expiring Tuesday, the sell-side is starting coverage of the company's shares. The Analyst Morgan Stanley analyst Joseph Moore...
-
Analyst: Bitcoin Mining Will Mean Less For Semis In 2018, AMD Is More Exposed Than Nvidia
Tuesday, November 28, 2017 - 12:08pm | 507Read More...Cryptocurrency mining has played a large role in the huge runs by Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (NASDAQ: NVDA) in the past two years. AMD stock has surged 287.6 percent since the beginning of 2016, while Nvidia is up 542 percent in that time. However, Wall Street...
-
AMD Has More To Lose Than Nvidia Should Bitcoin Mining Hardware Sales Decline
Monday, November 13, 2017 - 2:51pm | 453Read More...The cryptocurrency craze has been a major tailwind for both Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (NASDAQ: NVDA). However, should cryptocurrency lose favor among investors, one analyst says AMD may have much more to lose. The Analyst Morgan Stanley analyst Joseph Moore...
-
Game On: Intel Is Targeting Nvidia And AMD's Market Share
Friday, November 10, 2017 - 12:18pm | 672Read More...The graphics chip space is transitioning to a three-way battle, with Intel Corporation (NASDAQ: INTC) indicating it will to plunge headlong into the market that's dominated by Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (NASDAQ: NVDA). Intel announced earlier this...
-
Has Microchip Tech's Recent Run Made The Stock Too Pricey?
Wednesday, November 1, 2017 - 10:09am | 550Read More...Morgan Stanley downgraded shares of Microchip Technology Inc. (NASDAQ: MCHP) following big gains. The stock has added 48 percent in the year-to-date period and has gained roughly 87 percent since the start of the third quarter. The firm said it would use the strength in the stock to take some...
-
Morgan Stanley Downgrades AMD, Says 2018 Upside Looks Less Likely
Monday, October 30, 2017 - 8:51am | 321Read More...Wall Street's mostly negative reaction to Advanced Micro Devices, Inc. (NASDAQ: AMD) continued Monday as analysts at Morgan Stanley turned bearish on the stock. The firm's Joseph Moore downgraded AMD's stock rating from Equal-Weight to Underweight with a price target slashed from $11 to $8. Heading...
-
Wall Street Analysts Ride The Micron Earnings Train
Wednesday, September 27, 2017 - 12:17pm | 466Read More...Micron Technology, Inc. (NASDAQ: MU) shares jumped 8 percent Wednesday after the company topped market expectations for fiscal fourth-quarter revenue and EPS and issued forward guidance above Wall Street’s expectations. A number of Wall Street analysts weighed in on Micron following the...















