Blog Profile / Tech Trader Daily

Filed Under:Business & Finance / Investing
Posts on Regator:16961
Posts / Week:48
Archived Since:February 17, 2011

Blog Post Archive

Nvidia: VC Firm Loup Ventures Lauds Potential for Custom Chips

In addition to data centers and A.I. and autos, you can add custom chips for crypto-currencies as a potential big opportunity for Nvidia, according to a missive from venture capitalist Gene Munster of Loup Ventures.

Hewlett and HP Fall in Tandem: Street Surprised by Whitman Exit

Hewlett Packard shares and its sister company, HP Inc., are trading down sharply in tandem. While HP's results are in some senses more welcome than Hewlett's, the departure of Hewlett Packard CEO Meg Whitman, an unexpected development for many on the sell side, hangs over the discussion today.

Broad-Qualcomm Could Be Worth As Much as $485/Sh, Says Mizuho

Broadcom's bid for Qualcomm could saddle the combined company with a staggering $152 billion of debt, but it would also be a generator of gigantic amounts of free cash flow, writes Vijay Rakesh of Mizuho, who sees a combined company possibly worth as much as $485 per share.

Hewlett’s Whitman: ‘I Will Not Run for Office in 2020?

Meg Whitman, who plans to retire from the top spot at Hewlett Packard Enterprise in February, said she has no plans to run for elected office. She's not saying no to the possibility for future CEO roles, but also says she may quite simply retire.

Salesforce CFO Hawkins Looks Forward to Another Year of Expanding Margins

Following a report this afternoon by cloud computing giant (CRM) of better-than-expected fiscal Q3 results, and a  forecast for profit this quarter slightly light of expectations, COO Keith Block and CFO Mark Hawkins were kind enough to take a few minutes to talk with me by phone about the results and outlook. As I […]

Salesforce FYQ3 on Tap: Mizuho Looks for Upside in Billings, Large Deals

All signs are go for a better-than-expected quarterly report from cloud computing giant Salesforce after the bell today, says Mizuho analyst Abhey Lamba.

Netflix, Comcast, et al: FCC Chair Pai Vows to ‘Abandon’ a ‘Mistake’ on Net Neutrality

Pledging to release in coming weeks a draft order about regulation of Internet traffic, Federal Communications Chairman Ajit Pai a short while ago said he intends to present to the Commissioners his “Restoring Internet Freedom Order” at a December 14th meeting of the Commission. Internet giants such as Netflix (NFLX), Google (GOOGL) and Amazon (AMZN), and telecom giants […]

Salesforce: Stick With High Quality, Urge the Bulls

Shares of cloud computing software titan Salesforce (CRM) are down $1.98, or 1.8%, at $106.82, continuing last night’s after hours losses, after the company reported fiscal Q3 results that beat, and trumpeted its rapid growth, but also implied “billings” for this quarter will be less than some investors might have hoped for. Despite the drop, […]

Comcast V. Netflix: FCC Order ‘Begging to Be Reversed,’ Says Moffett-Nathanson

It's hard to imagine Tuesday's FCC order striking down Net Neutrality lasting for very long, so egregious are its changes, argues Craig Moffett of the eponymous Moffett-Nathanson boutique research firm. He thinks bipartisanship in Congress might just come to the rescue with legislation that rolls back the FCC's changes.

Analog Devices and the ‘Renaissance’ of Analog Chips

Analog Devices is benefitting from a "renaissance" in its market, writes Mark Lipacis of Jefferies & Co., and many of his peers on the sell side might agree, as consolidation brings higher supply of analog chips, boosting prices and margins.

Apple Could Offer ‘iPhone 8s’ With Large, non-OLED Screen, Says Rosenblatt

Apple may offer an "iPhone 8s" next year that ditches the AMOLED display but offers a larger screen in 2018, speculates analyst Jun Zhang with Rosenblatt Securities.

Hewlett’s Whitman: The Edge Will Offset Amazon et al.’s Dominance

Retiring CEO Meg Whitman of Hewlett Packard says her company must chart a course to edge computing, as the oligarchs of cloud -- Amazon, Microsoft and Alphabet -- continue to erode the business opportunity in the traditional data center.

AT&T: Despite Facts on Its Side, DoJ Could Be ‘Overhang,’ Says Wells Fargo

Although the DoJ suit against AT&T and Time Warner to block their proposed merger seems to lack merit, nevertheless it could weigh on AT&T shares, writes Jennifer Fritzsche of Wells Fargo.

Hewlett Packard Slips: Chief Whitman To Retire, President Neri To Take Over

Meg Whitman, who led Hewlett Packard for six years through its breakup into two separate companies, and a substantial downsizing of its employee base, said she'll retire February 1st, turning over the top spot to Hewlett's president, Antonio Neri. The stock dipped in late trading.

Salesforce Slips: ‘Billings’ Outlook Soft, Says Mizuho

Salesforce shares sold off in late trading, as its outlook for earnings and for "billings" this quarter came up short, despite other metrics that beat Wall Street's expectations.

HP Inc. Drops 6% Amidst Whitman Retirement Message

Shares of HP Inc. dropped 6% in late trading, despite beating quarterly revenue expectations, by a wide margin, and forecasting the new year's profit a penny ahead of the Street. The report comes as Meg Whitman, head of sister company Hewlett Packard Enterprise, announced she'll retire in February.

Analog Devices Off 4%: Look Past ‘Conservative’ Forecast, Says B Riley

Shares of chip maker Analog Devices sold off by almost 4% following a report Tuesday morning of quarterly results that actually beat expectations, and an upbeat outlook as well. B. Riley's Craig Ellis, a bull on the stock, sees the weakness coming from a revenue growth forecast that may have missed the most bullish expectations. Show More Summary

AT&T, Time Warner: ‘Weak’ Case Puts Burden on DoJ, Says Street

The Department of Justice's lawsuit against AT&T and Time Warner's proposed merger is "weak," the Street is suggesting today, at least the sell-side portion of it. Raymond James and Instinet analysts accuse the Department of bringing a case that departs from precedent and seems not to make a substantial case for anti-trust concerns.

Synaptics Jumps 5%: Fingerprint Sensor Nears Mass Production, Says KeyBanc

Synaptics shares jumped 5% as KeyBanc's John Vinh relates that his research suggests the company is nearing mass production with a new kind of sensor, a so-called "in-display" fingerprint reader, and that it may be used by a "Tier One" Chinese smartphone vendor.

AT&T and Time Warner Would ‘Expletive Deleted’ Competitors, Says DoJ

The Justice Department had strong words for the proposed deal for AT&T and Time Warner to merge, saying the current abuse of customers -- things like waiting all day for a service technician, and seeing their monthly bill rise -- would be compounded by a vertical merger that would limit competition. Show More Summary

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