Posts for Ticker ‘AMD’

Top Day Trader Alerts (AAPL, S, SOMX, CTIC, NVDA, AMD, INTC)

These are this morning’s top day trader and active trader alerts.  We have more detailed data and analysis over at VSInvestor.com via links on each story and stock:

Apple Inc. (NASDAQ: AAPL) is still under a sell signal and under its 50-day moving average for the first time since April.

Sprint Nextel Corporation (NYSE: S) is up almost 5% on the Barron’s tout.

Somaxon Pharmaceuticals, Inc. (NASDAQ: SOMX) is the biggest loser on NASDAQ on an FDA negative response on Silenor.

Cell Therapeutics, Inc. (NASDAQ: CTIC) is trading up almost 6% on positive study data.

NVIDIA Corporation (NASDAQ: NVDA) and Advanced Micro Devices Inc. (NYSE: AMD) are big winners after Intel Corp. (NASDAQ: INTC) canceled the launch of its own graphics chipset.

You can join our open email distribution list to hear more news on key analyst calls, top day trader alerts, mergers and acquisitions, Buffett and other investment gurus, IPOs, secondary offerings, private equity, and more.

Jon C. Ogg

Posted on: December 7, 2009 – 9:02 am in Pre-Market Activity, Trading Alert, , , , , , ,

November’s Billions & Billions of Stock Buybacks (AMD, BDX, CSCO, DPS, FDO, GOOG, GPS, HPQ, MRK, NOC, RAH)

You might think that companies tend to repurchase fewer and fewer shares in their share buyback plans when shares rise and rise.  When you compare the moves from the March 9 close, the price moves seem astronomical.  Yet many shares are still under or close to where they were a year ago, and this seems to be keeping the flow of stock buyback announcements steady.  We have tracked the major buyback announcements seen in November, and some are mere updates on what was reported along with the earnings reports seen this month.

Advanced Micro Devices, Inc. (NYSE: AMD), Becton Dickinson (NYSE: BDX), Cisco Systems, Inc. (NASDAQ: CSCO), Dr. Pepper Snapple (NYSE: DPS), Family Dollar Stores, Inc. (NYSE: FDO), Google Inc. (NASDAQ: GOOG), Gap Inc. (NYSE: GPS), Hewlett-Packard Co. (NYSE: HPQ), Merck & Co. (NYSE: MRK), Northrup Grumman Corporation (NYSE: NOC), and Ralcorp Holdings Inc. (NYSE: RAH) were just some of the big buybacks from the month of November.  In order to avoid any order issues, these have been listed in alphabetic order.
Read More »

Posted on: November 30, 2009 – 1:55 pm in Activist Investor, Dividend, Shareholder Issues, Stock Buybacks, , , , , , , , , , ,

Media Digest 11/19/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

Reuters:   Senate Democrats unveiled their healthcare plan.

Reuters:   Hedge fund manage Griffin has rebounded from losses.

Reuters:   GM must pay its debt and become profitable before an IPO.

Reuters:   Kraft (NYSE:KFT) is still considered the front-runner to buy Cadbury. Read More »

Posted on: November 19, 2009 – 4:04 am in Press Digest, , , , , , , , , , , ,

52-Week High Club (AMD, ASMI, ALV, CHS, GGWPQ, LFT, DE)

Advanced Micro Devices Inc. (NYSE: AMD) rose over 10% to a yearly high of $7.33 after the computer processor maker announced today that it would offer $500 million in senior notes, the cash from which will be used to purchase its 5.75 percent convertible notes due in 2012.

ASM International N.V. (NASDAQ:ASMI) rose over 5% to a yearly high of $24.69 after the semiconductor equipment maker was upgraded by Fortis Bank Nederland NV.

Autoliv Inc. (NYSE: ALV) rose over 3% to a yearly high of $41.84 after the airbag manufacturer said that production is holding up well in the fourth quarter.

Chico’s FAS Inc. (NYSE: CHS) rose over 14% to a yearly high of $15.43 after the women’s clothes retailer announced 3Q earnings of $0.13 per share, nearly doubling analysts expectations.  

General Growth Properties Inc. (OTC: GGWPQ) rose over 35% to a yearly high of $6.19 after Simon Property Group Inc. (NYSE: SPG) announced that it had hired Lazard Ltd to lookk into buying assets from General Growth.  

Longtop Financial Technologies Limited (NYSE: LFT) rose nearly 10% to a yearly high of $35.30 after the Chinese software developer said that it had added 3.7 million additional American depositary receipts priced at $31.25.

Deer & Company (NYSE: DE) rose over 6% to a yearly high of $52.28 after Jim Cramer recommended buying shares in the tractor maker, arguing that the company would benefit from increased agricultural activity.  

Garrett W. McIntyre

Posted on: November 18, 2009 – 4:15 pm in Agriculture, Autos, Mergers and Buy Outs, Retail, Semiconductor, Technology Companies, , , , , , , ,

Today’s Best Market Rumors (11/16/2009) (DVN)(NVDA)(C)(AAPL)

magazinUpdated throughout the day.

Updated 12.43 PM EST:  Apple may hire its own video game developers to create iPhone and iPod products  (Apple Insider)

Updated 11.57 AM EST:  Devon Energy (NYSE:DVN) may sell its international operations to interests in China  (NYT)

Central banks will be net purchasers of gold for the first time in decades  (CNBC)

Goldman Sachs (NYSE:GS) wants to expand it wealth management operation (Investment News and Business Insider)

Nvidia (NASDAQ:NVDA) has started to complain about Intel’s (NYSE:INTC) just as the world’s largest chip company settled antitrust issues with AMD (NYSE:AMD)

Intel plans to release powerful new notebook chips in January. (Digitimes)

Microsoft (NASDAQ:MSFT) will launch a Zune music and movies brand outside the US to try to challenge Apple (NASDAQ:AAPL) in the mobile content business.  (FT)

JPMorgan (NYSE:JPM) is trying to buy the 50% of management firm Cazenove Group that it does not already own for $1.7 billion.  (Bloomberg)

Citigroup (NYSE:C) has rejected Terra Firma Capital’s offer to restructure EMI Group. (WSJ).

Douglas A. McIntyre

Posted on: November 16, 2009 – 8:46 am in Rumors, Uncategorized, , , , , , , , ,

Today’s Best Market Rumors (11/13/2009) (PALM)(INTC)(AMD)

magazinUpdated throughout the day.

Updated 10.30 AM EST: PALM (NASDAQ:PALM) shares are up on speculation that Dell (NASDAQ:DELL) or Nokia (NYSE:NOK) will buy the faltering handset firm (VSInvestor)

Former Goldman Sachs (NYSE:GS) CEO and New Jersey governor Jon Corzine said he has not talked to Bank of America (NYSE:BAC) about running the firm. (The Deal)

Some former bank CEOs are considering bidding for failed banks at FDIC auctions.  (WSJ)

Now that it has settled a legal dispute against AMD (NYSE:AMD), Intel’s (NASDAQ:INTC) biggest challenge is competition from ARM Holdings  (BusinessWeek)

Douglas A. McIntyre

Posted on: November 13, 2009 – 9:00 am in Rumors, , , , , , ,

Media Digest 11/13/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

newspaperReuters:   China’s economy may be hurt as its stimulus ends.

Reuters:   Warren Buffett says the financial panic is over.

Reuters:   Former bankers are considering buying failed banks.

Reuters:   The SEC is expected to go ahead with the Bear Stearns case. Read More »

Posted on: November 13, 2009 – 4:03 am in Press Digest, , , , , , , , , ,

52-Week High Club (COMS, AMD, PLA, BID)

3Com Corp (NASDAQ: COMS) rose over 30% to a yearly high of $7.52 after Hewlett-Packard, the PC maker, announced plans to buy 3Com for $2.7 billion.

Advanced Micro Devices Inc. (NYSE: AMD) rose over 20% to a yearly high of $6.73 after the announcement that the company would receive $1.25 billion from Intel Corp. (NASDAQ: INTC) under an agreement that ends a legal dispute between the two companies over patents and antitrust accusations.  

Playboy Enterprises Inc. (NYSE: PLA) rose over 60% to a yearly high of $4.75 because the magazine is in talks to sell itself to Iconix Brand Group (NASDAQ: ICON).

Sotheby’s (NYSE: BID) rose as high as 11% to a yearly high of $19.50 after the action house raised $117 million at a sale yesterday.  

Garrett W. McIntyre

Posted on: November 12, 2009 – 4:31 pm in Earnings, Law, Mergers and Buy Outs, , , , , ,

Tech Giants Now Hold ~$265 Billion Cash To Spend (HPQ, COMS, INTC, AMD, MSFT, CSCO, AAPL, GOOG, ORCL, JAVA, QCOM, EMC, YHOO, DELL, AMZN, EBAY, ONT, BRCD, JDSU, STAR, VMW)

You have already seen the Hewlett-Packard (NYSE: HPQ) buyout of 3Com Corporation (NASDAQ: COMS).  But this week before that deal was announced we covered how mergers in the technology sector have been very slow to develop over the scale in which we and others think is possible for the sector.  After the Intel Corporation (NASDAQ: INTC) settlement with Advanced Micro Devices (NYSE: AMD), the tally of cash that is now estimated would be an implied $265 billion that is available for the tech giants in our 24/7 Wall St. Real-Time 500 to make acquisitions.

The giant cash balances are held by Microsoft Corporation (NASDAQ: MSFT), Cisco Systems Inc. (NASDAQ: CSCO), Apple Inc. (NASDAQ: AAPL), Google Inc. (NASDAQ: GOOG), and Oracle Corp. (NASDAQ: ORCL), assuming nothing happens with Sun Microsystems Inc. (NASDAQ: JAVA).  But players like QUALCOMM Inc. (NASDAQ: QCOM), EMC Corporation (NYSE: EMC), International Business Machines (NYSE: IBM), Dell Inc. (NASDAQ: DELL), Yahoo! Inc. (NASDAQ: YHOO), Amazon.com Inc. (NASDAQ: AMZN), and eBay Inc. (NASDAQ: EBAY) are either all sitting with large amounts of cash or will be very soon.

We have broken out these technology, IT, software, and Internet companies by the cash amount they hold or what they have in a soon-to-be cash balance.  Of course only a fraction of this cash will be used for mergers.  But there is also a ton of room here for dividends and of course the share buybacks.

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Posted on: November 12, 2009 – 11:31 am in Consumer Electronics, Cramer, Dividend, Editor's Picks, Internet, Large Cap Stocks, Mergers and Buy Outs, PC Companies, Private Equity, Rumors, Semiconductor, Software, Stock Buybacks, Technology Companies, Telecom, , , , , , , , , , , , , , , , , , , ,

Top Day Trader Alerts (BRCD, COMS, GMCR, DRYS, AMD, JDSU)

These are this morning’s top day trader and active trader alerts on high price moves and/or high volume.  We have a link to more data and analysis at VSInvestor.com for each stock:

We have issued some options data and new levels to watch in Brocade Communications Systems, Inc. (NASDAQ: BRCD) now that its stock is down 10%.

3Com Corporation (NASDAQ: COMS) is setting multi-year record trading volume.  You already know why.

Green Mountain Coffee Roasters Inc. (NASDAQ: GMCR) is getting roasted on its own after earning.

DryShips Inc. (NASDAQ: DRYS) is challenging the $7.00 highs not seen since October.

Advanced Micro Devices Inc. (NYSE: AMD) is hitting 52-week highs on its settlement with Intel.

JDS Uniphase Corp. (NASDAQ: JDSU) is riding tech merger coattails with a 6% gain.

You can join our open email distribution list which goes out several times per week to be notified of key analyst calls, top early morning day trader alerts, along with news of IPO’s, key offerings, guru investor data on Buffett and others, key merger news, and more.

JON C. OGG

Posted on: November 12, 2009 – 9:16 am in Pre-Market Activity, Trading Alert, , , , , ,

Intel (INTC) Bribes AMD (AMD) To Settle Antitrust Issues

nokAMD (NYSE:AMD) has had a pretty strong antitrust claim against Intel (NASDAQ:INTC). Intel allegedly gave money to PC companies to use its chips and bullied customers using it huge market share. AMD’s profits disappeared and the company nearly went out of business.

AMD’s claims have been partially justified by antitrust investigations and actions by the EU, US regulators, and the New York State Attorney General’s office. Intel faces punishments and probably large fines for its behavior, if authorities can make their cases. The EU already has fined the world’s largest chip company and Intel is appealing the judgement. Read More »

Posted on: November 12, 2009 – 9:11 am in Law, ,

Today’s Best Market Rumors (9/10/2009) (AMD)(AMR)(LCC)(CLWR)(MOT)

magazinUpdated throughout the day.

Update 2.52 PM EST:  The antitrust disagreement  between Intel (NASDAQ:INTC) and AMD (NYSE:AMD) may be resolved by a private settlement  (MarketWatch)

Updated 12.23 PM EST:  Motorola (NYSE:MOT) may have sold 100,000 Droid the first weekend the handset was on the market  (Bloomberg)

Updated 11.33 AM EST: Huge hedge fund SAC says it has found no improper trades. Media sources has linked the firm to the Galleon insider trading investigation. (Bloomberg)

Updated 8.48 AM EST:  Hedge fund assets could hit $2 trillion worldwide by the end of 2010 (DealBook)

American Air (NYSE:AMR) and US Air (NYSE:LCC) may merge  (TheStreet)

The International Energy Agency may be downplaying the need for greater oil supplies to prevent a market panic.  (CNBC)

AT&T (NYSE:T) is publishing data to undermine Verizon’s (NYSE:VZ) claims about the better quality of its cellular network.

Time Warner’s (NYSE:TWX) AOL unit will lay-off 1,000 people next month. (AllThingsD)

Microsoft (NASDAQ:MSFT) is not likely to close its media properties.  (Ad Age)

A number of public pensions face bankruptcy. (Forbes)

Wal-Mart (NYSE:WMT) may use its China business as a template for expansion in India.  (The Deal)

Even after a $1 billion cash infusion 4G WiMax company Clearwire (NASDAQ:CLWR) may need more money from Sprint (NYSE:S) and other partners.  (BreakingViews)

Douglas A. McIntyre

Posted on: November 10, 2009 – 8:38 am in Rumors, , , , , , , , , , , ,

Intel’s (INTC) Worst Day: Why Didn’t IBM Rat On Mr. Chips?

nokThere may have been a time when Intel (NASDAQ:INTC) wanted to be the next Microsoft (NASDAQ:MSFT), at least in terms of earnings, market cap, and share of market. It has, in essence, followed in Redmond’s footsteps, at least with antitrust authorities.

Intel is becoming more embroiled by the month in charges that it used threats and kickbacks to keep PC and servers companies from doing business with its smaller competitor AMD (NYSE:AMD). AMD is close to ruin, though it is a matter of opinion whether its current state was caused by former CEO Hector Ruiz or Intel’s clandestine actions.

New York Attorney General Andrew Cuomo filed antitrust charges against Intel Corp., alleging the company threatened computer makers and paid huge kickbacks to stop them from using competitors’ chips, according to The Wall Street Journal. Among the companies that Intel may have threatened are IBM (NYSE:IBM), Dell (NASDAQ:DELL), and Hewlett-Packard (NYSE:HPQ). Read More »

Posted on: November 4, 2009 – 12:33 pm in Hardware, Law, PC Companies, , , , ,

Today’s Best Market Rumors (10/28/2009) (UBS)(SNE)(BCS)(CBS)

newspaperUpdated throughout the day.

Update 12.05 PM EST:  UBS (NYSE:UBS) may spin off PaineWebber  (Breakingviews)

GMAC has asked the Treasury Department for several billion more dollars in loans. (NYTimes)

Barry Diller’s IACI (NASDAQ:IACI) might be willing to sell its search business.  (NYPost)

News Corp (NYSE:NWS) and CBS (NYSE:CBS) are trying to get cable companies including Time Warner Cable (NYSE:TWC) to pay for carrying their broadcast channels.  (WSJ)

Statistics on ”global cooling” may be bogus.  (Ars Technica)

AMD’s (NYSE:AMD) former CEO Hector Ruiz may have leaked tips to one of the people accused of insider trading in the Galleon case.  (various)

The German hedge fund firm K1 is part of an international criminal investigation after allegedly stiffing banks including Barclays (NYSE:BCS), JPMorgan Chase (NYSE:JPM). and BNP Paribas with $400 million of losses.  (Bloomberg)

Covance (NYSE:CVD) shares are undervalued by 50%  (BusinessWeek)

Sony (NYSE:SNE) is expected to loss money for the fourth straight quarter.  (Forbes)

Douglas A. McIntyre

Posted on: October 28, 2009 – 9:13 am in Rumors, , , , , , , , , ,

Top Day Trader Alerts (AMD, APOL, ETFC, ILMN, LVLT, PVTB)

These are this morning’s top day trader and active trader alerts from us with links through to updates and more detailed price-volume analysis with a link to each stock at VSInvestor.com:

You can join our open email distribution list to get updates on top analyst upgrades and downgrades, top day trader alerts, IPO’s, secondary offerings, Warren Buffett and other guru activity, M&A and more.

JON C. OGG

Posted on: October 28, 2009 – 9:07 am in Pre-Market Activity, Trading Alert, , , , , ,

Media Digest 10/28/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

newspaperReuters:   The Nielsen survey shows consumer confidence up in the US for the first time since 2007.

Reuters:   Obama’s financial reforms are advancing in Congress.

Reuters:   The pay czar said his authority should not be expanded.

Reuters:   Obama’s “too big to fail” bill would curb bailouts. Read More »

Posted on: October 28, 2009 – 3:59 am in Press Digest, , , , , , , , , , , , , , , , ,

Top Day Trader Alerts (GOOG, BAC, GE, AMD)

We are seeing a far less amount of major movers with huge percentage gains and losses this morning.  The top day trader alert stocks have been noted here with more detailed information in the links over to VSInvestor.com on each stock:

Google Inc. (NASDAQ: GOOG) is hitting new 52-week highs after beating earnings.

Bank of America Corporation (NYSE: BAC) is down almost 5% on its disappointing earnings.

General Electric Co. (NYSE: GE) down over 3% on earnings and an MRI issue.

Advanced Micro Devices Inc. (NYSE: AMD) is down 5.8% after being very active last night.  The moving averages show a lot of air is still there.

You can join our open email distribution list to get updates on top analyst upgrades and downgrades, top day trader alerts, IPO’s, secondary offerings, Warren Buffett and other guru activity, M&A and more.

JON C. OGG
OCTOBER 16, 2009

Posted on: October 16, 2009 – 8:40 am in After-Hours Activity, Pre-Market Activity, Trading Alert, , , ,

Media Digest (10/16/2009) Reuters, WSJ, NYTimes, FT, Bloomberg

newspaperReuters:   Google (NASDAQ:GOOG) and IBM (NYSE:IBM) posted strong results.

Reuters:   Bank of America’s (NYSE:BAC) Lewis will skip 2009 pay.

Reuters:   Japan Airlines says bankruptcy is an option to solving its problems.

Reuters:   Soros says US economy will drag on world growth. Read More »

Posted on: October 16, 2009 – 4:04 am in Press Digest, , , , , , , , , , , , , , , , ,

Intel To Set Tech Earnings Pace (INTC, AMD, SMH, USD)

Intel LogoIntel Corporation (NASDAQ: INTC) reports earnings after the close of trading today and is the first of the tech giants to report.  Consensus estimates from Thomson Reuters have actually come up a bit in recent days on rounding higher.  We now show that consensus estimates are $0.28 EPS and $9.04 billion in revenues (up from $0.27 and $9.02 billion last week).  Intel does generally offer guidance and next quarter estimates are $0.34 EPS on $9.51 billion in revenues.   What we want to look at are what the charts, analysts, and stock options are factoring in.

  • While we will be looking for direct comparisons in Microsoft, Advanced Micro Devices Inc. (NYSE: AMD) is the most directly tied to the company because of processors.  And in ETF-Land, Intel’s weighting in the Semiconductor HOLDRs (NYSE: SMH) is approximately 23% and it is 29.1% of the weighting of the Ultra Semiconductor ProShares (NYSE: USD).

Read More »

Posted on: October 13, 2009 – 12:25 pm in ETF, Earnings, Semiconductor, Technology Companies, , , ,

Top Analyst Upgrades (AMD, AMGN, BDK, BMY, CTXS, KR, MA, PCG, SYMC, V, VMW)

These are the top early-bird analyst upgrades and positive research calls which we have seen from Wall Street early this Monday morning:

Advanced Micro Devices (NYSE: AMD) Raised to Buy at UBS.
Amgen (NASDAQ: AMGN) Raised to Buy at UBS.
Black & Decker (NYSE: BDK) Started as Overweight at Barclays.
Bristol-Myers Squibb (NYSE: BMY) Added to Goldman Sachs Top M&A List.
Citrix Systems (NASDAQ: CTXS) Raised to Hold at Jefferies.
Kroger (NYSE: KR) Raised to Overweight at JPMorgan.
Mastercard (NYSE: MA) Raised to Outperform at Credit Suisse.
PG&E (NYSE: PCG) Raised to Buy at Jefferies.
Polaris (NYSE: PII) Raised to Buy at Citigroup.
Symantec (NASDAQ: SYMC) Raised to Buy at Jefferies.
Visa (NYSE: V) Raised to Outperform at Credit Suisse.
VMware (NYSE: VMW) Raised to Hold at Jefferies.

You can join our open email distribution list to get updates each morning on analyst upgrades and downgrades, top day trader alerts, IPO’s and secondary offerings, Warren Buffett and other guru activity, M&A and more.

JON C. OGG

Posted on: October 12, 2009 – 7:18 am in Analyst Calls, , , , , , , , , , ,