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Analyst Highlights Seven Apple iPhone 6 Suppliers to Buy

Top Apple suppliers are getting, and will continue to get, gigantic orders to produce components for the eagerly awaited iPhone 6. Skeptics who were writing off Apple a year ago may have a huge…

Jon C. Ogg · 12 years ago

What the Oracle Bulls Want to See Now

When is bad news actually good news? If you're Oracle CEO Larry Ellison, the answer is Thursday, after the markets closed and Oracle reported results that missed consensus estimates.

Paul Ausick · 12 years ago

Why Micron Earnings Must Be a Home Run

Micron Technology is set to report earnings on Monday, June 23. The leader in DRAM almost certainly will have to give investors a "wow" factor with this report to keep the bulls happy.

Jon C. Ogg · 12 years ago

Oracle Stock Hammered After Reporting Flat Software Sales

courtesy of OracleOracle Corp. (NYSE: ORCL) reported fourth quarter and fiscal year 2014 results after markets closed Thursday. The software and server company reported quarterly adjusted earnings per share (EPS) of $0.92 on revenue…

Paul Ausick · 12 years ago

What to Expect From Oracle Earnings

Oracle is set to report earnings after the close of trading on Thursday. What has been amazing is the turnaround recovery seen of late.

Jon C. Ogg · 12 years ago

Merrill Lynch’s Top Semiconductor Stocks to Buy

Merrill Lynch analysts continue to be positive on the semiconductor sector. They see tailwinds from a macroeconomic pick-up, rising content in all end markets, a disciplined supply chain and an accelerating pace of consolidation.

Jon C. Ogg · 12 years ago

Red Hat Becomes Top Hat!

Red Hat reported better-than-expected first-quarter fiscal 2015 results after markets closed Wednesday night. The best news was that subscription revenue accounted for 88% of total revenues.

Paul Ausick · 12 years ago

How Much Is Bezos Willing to Lose on New Fire Phone?

Amazon.com Inc.At a press event Wednesday in Seattle, Amazon.com Inc. (NASDAQ: AMZN) CEO Jeff Bezos introduced the company’s “Fire” phone, a 4.7-inch smartphone that is entering a sector dominated by Samsung Electronics and Apple…

Paul Ausick · 12 years ago

Adobe Earnings Brings All-Time High

Adobe Systems shares are reacting so well to the company's second-quarter earnings release that the stock is at new all-time highs on the news.

Jon C. Ogg · 12 years ago

YouTube Music Service Riles Artists

It is a little difficult to see the logic behind a decision by independent recording labels to refuse to sign a new licensing agreement with YouTube's yet-to-be launched music subscription service.

Paul Ausick · 12 years ago

Why UPS Shipping Costs Could Further Pressure Amazon

Just over a month ago FedEx announced that it was introducing "dimesional weight pricing" for packages, and United Parcel Service said Tuesday morning that it would shift to dimensional weight pricing beginning on December…

Paul Ausick · 12 years ago

Cowen Has the Ultimate Social Media Stock Trade

With Facebook growing faster but trading cheaper, the Cowen team believes that the company's better quality growth is likely to persist. But the firm has been very negative on Twitter.

Jon C. Ogg · 12 years ago

Why Everyone, or Nobody, Would Want to Acquire Nuance

ThinkstockNuance Communications Inc. (NASDAQ: NUAN) owes its fortunes back to the days of Lernout & Hauspie in the 1990s. Now the independent speech recognition leader is seeing its shares surge on reports that the…

Jon C. Ogg · 12 years ago

Level 3-TW Merger, Poison Pill in Reality

Global Internet provider Level 3 Communications announced Monday morning that it has entered a definitive agreement to acquire TW Telecom for $40.86 per share in cash and stock.

Paul Ausick · 12 years ago