Blog Profile / Tech Trader Daily

Filed Under:Business & Finance / Investing
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Archived Since:February 17, 2011

Blog Post Archive

Acacia Can Ride the Rise of Silicon Photonics, Says MKM

MKM Partners networking analyst Michael Genovese this afternoon initiated coverage of fiber-optic component supplier Acacia Communications (ACIA) with a Buy rating, and a $64 price target, writing that it is the “only optical components...Show More Summary

Apple iPhone 8 Promotions Less Insane Than in Past, Says Street

Promotions for Apple's iPhone by the U.S.'s big four wireless operators are less dramatic, less aggressive than in some past years, say Moffett Nathanson's Craig Moffett and BTIG Walter Piecyk.

AMD Ramps ‘Epyc’ Wafers to Steal Intel Server Biz, Says Arthur Wood

AMD's production of wafers at its supplier, GlobalFoundries, is increasingly devoted to its new server chip, "Epyc," Arthur Wood Analyst Jeff Johnston believes, which is a good sign for the company's prospects for taking share from Intel in servers, he believes.

Universal Display: Blue Is the Color of Game Change, Says Goldman

Universal Display, which supplies technology for so-called OLED screens on smartphones, seems to be getting closer to commercial availability for its technology for the blue color, says Brian Lee of Goldman Sachs, which could be a "game changer" for Universal, prompting Lee to raise his price target on the stock to $161.

Micron Rising: This Time It Really Is Different, Says Evercore ISI

Micron's market conditions for DRAM and NAND are enjoying sustained demand and scarcity of supply, which will serve the stock well, says Evercore ISI's C.J. Muse, as he hikes his price target on the shares from $40 to $50.

Netflix’s High Reliance on Others’ Content Can’t Slow Stock, Says Moffett-Nathanson

Moffett-Nathanson analyst Michael Nathanson today reiterates a Neutral rating on shares of Netflix (NFLX), after concluding the company’s business is heavily reliant on shows from CW, CBS, and others, which is a risk, but also concluding that the bulls have no reason not to back off their bullishness, for now. Nathanson, who raises his price target […]

ASML: Big Boost from DRAM, Says Susquehanna, Credit Suisse Disagrees

ASML's extreme-ultraviolet lithography can get a boost from spending on DRAM chips by Micron and others, says Susquehanna, but Credit Suisse prefers shares of Lam Research, Applied Materials, and KLA-Tencor when it comes to memory-chip equipment.

Applied Materials’s Earnings Can Surge in New Normal of Chip Capex, Says RBC

Applied Materials can see its annual earnings surge from less than $3 to $5 annually by 2020, in a new environment for intense capital spending on chips, according to RBC Capital's Amit Daryanani, who upgraded the stock to a Buy and boosted his rice target to $55.

Netflix Rising: Doesn’t Take the Crown, but Piper and RBC Upbeat on Sub Trends

Although Netflix was beat Sunday night by streaming competitor Hulu for the best drama series, The Handmaid's Tale, Piper Jaffray and RBC Capital both had nice things to say about Netflix's subscriber trends.

Nvidia Jumps 4%: Merrill Lynch Ups Target to $210 on Volta, Data Center Capex

Stock price targets keep moving higher for Nvidia, with Merrill Lynch's Vivek Arya raising his today to $210, following Evercore ISI's C.J. Muse raising his target to $250 on Friday.

Nvidia: China Crypto-Currency Ban Only Fuels Their GPU Sales, Says RBC

Nvidia's business supplying GPUs for "mining" of crypto-currencies such as bitcoin will not be dented by the Chinese move to shut down the exchanges of the currencies, if anything, it'll be helped, says RBC Capital analyst Mitch Ste...

First Solar Jumps 5%: Nice Trends for ‘Series 4? and 6 Modules, Says Deutsche

Shares of solar energy technology provider First Solar (FSLR) are up $2.36, or almost 5%, at $50.79, after Deutsche Bank’s Vishal Shah this morning raised his rating on the shares to Buy from Hold, and raised his price target to $65 from $50, citing potentially higher-than-expected demand for existing and new product. First Solar currently sells […]

Nvidia’s Lead in A.I. ‘Nearly Impossible to Replicate,’ Says Evercore

Nvidia's lead in artificial intelligence, with the "scale" of its graphics chips, and its "CUDA" software, is nearly unstoppable at this point, says Evercore ISI analyst C.J. Muse as he raises his price target on the shares to $250.

Oracle Down 7% on ‘Uninspiring’ Outlook; Bulls Defend Value

Oracle's shares dropped 7% as its quarterly revenue outlook missed analyst expectations, with particular disappointment in its cloud computing outlook. But bulls defended the stock, saying Oracle is one of the better values in cloud...

Apple Has Something of a Lock on 3-D Sensing Against Android, Says Rosenblatt

Apple's patents on "3-D sensing," and exclusive deals with suppliers such as Lumentum, may offer the company something of a lock on the technology of augmented reality, according to a report by Jun Zhang of Rosenblatt Securities.

Qualcomm’s ‘Snapdragon’ Can Get a Lift from 3-D Sensing, Says Northland

Qualcomm's "Snapdragon" processor may get a leg up in smartphones because of the need to incorporate 3-D sensing capabilities, as Android manufacturers follow Apple's lead, says Northland's Tom Sepenzis.

Oracle Gives Up Gains on Disappointing FYQ2 View

Oracle shares traded down 4% in the after-hours session, giving up earlier gains, on a weaker-than-expected outlook for revenue growth this quarter.

Energous CEO Rizzone Undaunted by Apple Tilt to Qi

Steve Rizzone, chief executive of wireless power hopeful Energous, is undaunted by Apple having put a competing wireless technology into its latest iPhone. He still sees a bright future for Energous as the company heads toward what he says will be first commercial products shipping with Energous chips, sometime before the end of this year.

Pixelworks: Another Restructuring Cuts 15% of Staff

Pixelworks (PXLW), a micro-cap manufacturer of chips used for video applications, this afternoon said it is undertaking a restructuring program “to streamline the organization” following the $25 million acquisition last month of Toronto-based video processing technology maker ViXS Systems. Show More Summary

Oracle Rising: FYQ1 Beats, Taunts Salesforce, Workday, Amazon

Database giant Oracle reported quarterly results that topped expectations, and took swings at the company's chief rivals, Salesforce, Workday, and Amazon.

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