Latest ideas and analyses related to market chatters

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TSM , INTC

+34 pts



$INTC, $TSMC - Goldman says GlobalFoundries acquisition would unlikely enhance Intel's advanced process technology, believes TSMC's superior competitive position intact

By bbern3 on July 16, 2021, 10:34 a.m.
Tagged topics: growing competition , market chatters , mergers and acquisitions , semiconductors , GlobalFoundries

Views: 121, Votes: 2, Responses: 0, Attachments: 4
CMCSA , VIAC , ROKU , AAPL , AMZN , GOOGL

+32 pts



$CMCSA - Goldman says merger with $VIAC would add scale but increase exposure to cord-cutting, buying $ROKU would add streaming scale but be in direct competition with tech giants

By labjordan on June 25, 2021, 10:46 a.m.
Tagged topics: scale benefits , market chatters , mergers and acquisitions , Goldman Sachs , media

Views: 130, Votes: 1, Responses: 0, Attachments: 4
GOOGL , CRM , BOX , IBM , CTXS

+1 pts





By mourinhaplays on June 10, 2021, 8:06 p.m.
Tagged topics: takeout potential , takeout candidate , market chatters , mergers and acquisitions , potential announcement , D.A. Davidson , private equity

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSLA

+34 pts



$TSLA - JP Morgan says Shanghai expansion halt is old news and inaccurate, and attributes slower momentum in China to seasonality

By cassie on May 12, 2021, 11:28 a.m.
Tagged topics: China , electric vehicles , market chatters , JP Morgan , buy the dip , seasonal trends , Shanghai plant , concerns overblown

Views: 176, Votes: 1, Responses: 0, Attachments: 3
DKNG

+30 pts



$DKNG - Deutsche says there appears to be 'more urgency' on Florida potentially expanding gaming in the state

By mooreideas on April 22, 2021, 10:38 a.m.
Tagged topics: analyst checks , market chatters , Deutsche Bank , Florida gaming expansion , Seminole tribe

Views: 83, Votes: 1, Responses: 0, Attachments: 1
GOOGL , CRM , BOX , IBM , CTXS

+5 pts



Nice

By arstgurujai on March 23, 2021, 8:41 a.m.
Tagged topics: takeout potential , takeout candidate , market chatters , mergers and acquisitions , potential announcement , D.A. Davidson , private equity

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BOX , CRM , IBM , CTXS , GOOGL

+40 pts



$BOX - DA Davidson believes private equity most likely buyer of Box, and estimates shares could be worth over $34 in a takeout

By realjoe on March 22, 2021, 10:56 p.m.
Tagged topics: takeout potential , takeout candidate , market chatters , mergers and acquisitions , potential announcement , D.A. Davidson , private equity

Views: 128, Votes: 3, Responses: 2, Attachments: 6
T

+66 pts



$T - JP Morgan says rumored deal with TPG on DirecTV/U-Verse aimed to get declining video revenues of their P&L without a messy regulatory review

By puckerman17 on Feb. 24, 2021, 10:29 a.m.
Tagged topics: DirecTV , regulatory scrutiny , market chatters , TPG , scenario analysis

Views: 97, Votes: 1, Responses: 0, Attachments: 8
TSLA

+38 pts



$TSLA - Deutsche says leaked email from Musk suggests Tesla is 'within reach' of achieving its 500k vehicle delivery target

By cassie on Dec. 28, 2020, noon
Tagged topics: analyst checks , electric vehicles , vehicle deliveries , market chatters

Views: 334, Votes: 5, Responses: 0, Attachments: 3
AAPL , FSLY

+38 pts



$FSLY, $AAPL - Piper Sandler says rumors of Apple working to create a DNS service is driving short-covering on Fastly

By josiebe on Dec. 8, 2020, 1:01 p.m.
Tagged topics: analyst checks , TikTok , market chatters , short covering , DNS

Views: 211, Votes: 2, Responses: 0, Attachments: 1