Canaccord Genuity’s Michael Graham sees user growth and engagement improving in Q4. SoftBank's plan to invest in the US, and a Forbes article seem to have fueled buyout speculation. If you own, or plan to own TWTR shares though, a deeper look may be warranted.
Micron stock gained more than 8% yesterday after Citi analysts indicated a 50% upside for the stock. In a presentation, Western Digital said that it expects NAND prices to firm up in next one year. Micron expects DRAM demand growth to outstrip supply growth next year.
Facebook has been testing the introduction of a dedicated video tab inside its mobile app among a select group of users over the past year. Facebook overtook YouTube for Christmas social video campaigns of 2016 in the UK. Can Facebook make a big dent into digital video advertising industry leader YouTube's market share going forward.
Apple provided comments on the proposed Federal Automated Vehicles Policy paper on self-driving cars. The US administration is persuaded that the rise of self-driving cars is inevitable, and is mostly concerned with social impact and safety. Apple intends to leverage AI to ensure road safety, and seems to have initial road testing in mind.
AMD stock spiked by a massive ~9% yesterday to touch new six year highs. The stock is up on rumors of a licensing deal with Intel, that could edge out Nvidia. Do these rumors hold any water? And if yes, how big will the impact be on AMD?
Credit Suisse Analyst Kulbinder Garcha has restated Apple Inc. Stock at Outperform. The analyst claims that iPhone 7 builds will be at 87M units in December quarter, which will be an all-time high. Is Apple heading for a huge holiday quarter? Should investors buy AAPL stock?