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Changing Chip Dynamics May Favor Advanced Micro Devices Over Intel
Tuesday, June 27, 2017 - 9:51am | 464With Advanced Micro Devices, Inc. (NASDAQ: AMD) recently releasing its new EPYC server processor chips and market leader Intel Corporation (NASDAQ: INTC) expected to respond with its own product launch within weeks, there is clearly a lot on the line in the semiconductor market at the moment. Intel...
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AMD's Ryzen Chips Facing Some Problems
Wednesday, June 7, 2017 - 3:06pm | 406Advanced Micro Devices, Inc. (NASDAQ: AMD) shares are up 14.3 percent this week after Apple Inc (NASDAQ: AAPL) revealed AMD’s Radeon Vega Graphics card will be used in the company’s newest iMac Pro. Unfortunately for AMD bulls, the momentum could be short-lived after reports have...
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Detwiler Fenton Sees Sears Positioning To Monetize Real Estate, Expects K-Mart Closure Increases
Thursday, October 20, 2016 - 2:16pm | 375Shares of Sears Holdings Corp (NASDAQ: SHLD) are seeing a nice bounce after locking below the $11 level for the past week amid Street talk about real estate monetization by the company. Detwiler Fenton clarified based on its observation in a research note released in late September the company is...
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Karma Drone Will Be Big This Holiday Season, But Is It A Turning Point For GoPro?
Monday, September 19, 2016 - 11:10am | 418Shares of GoPro Inc (NASDAQ: GPRO) were trading higher by nearly 4 percent Monday, adding to the more than 45 percent gain the stock has seen over the past three months. Investors have been buying GoPro's stock ahead of its Karma drone release, which is expected to become a must have gadget...
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Detwiler Fenton Negative On Pandora; Sees Value Eroding As Other Players Enter The Space
Wednesday, July 27, 2016 - 1:31pm | 589Detwiler Fenton said Pandora Media Inc (NYSE: P) should have accepted the takeover offer from Liberty Media Group (NASDAQ: LMCA) amid ongoing value erosion and entry of new players such as Spotify and Apple Inc. (NASDAQ: AAPL). M&A Talk Muffled Recently, the Wall Street Journal reported that...
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Detwiler Fenton Suspect Of The Value Proposition Of A Tesla-SolarCity Merger
Wednesday, June 22, 2016 - 2:59pm | 706SolarCity Corp (NASDAQ: SCTY) shares are up almost 5 percent on the day, while Tesla Motors Inc (NASDAQ: TSLA) trades down nearly 9 percent. Elon Musk's efforts to keep funding alive and well have left traders, shareholders and market observers puzzled. Gordon Johnson of Axiom Capital, who...
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Bad Sign For Fitbit: Fitness Bands Are Getting Smarter And Cheaper
Tuesday, May 17, 2016 - 4:58pm | 253Detwiler Fenton reported Fitbit Inc (NYSE: FIT) is caught in headwinds as competitive brands become smarter and cheaper. Fitbit came onto the public scene on June 18, 2015, and seemed to corner the market of fitness brands. But Detwiler Fenton notes that even though the company has "gained...
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Nissan-Eaton Partnership Another Example Of Tesla's Innovation Impact
Thursday, May 12, 2016 - 1:09pm | 416Innovation from Tesla Motors Inc (NASDAQ: TSLA) is having a huge impact on its competitors and the recent partnership of Nissan Motor Co Ltd (ADR) (OTC: NSANY) and Eaton Corporation, PLC Ordinary Shares (NYSE: ETN) is a proof of this. Nissan and Eaton announced a new residential energy storage...
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Detwiler Fenton On Energy And Changing Landscape
Monday, April 25, 2016 - 8:16am | 398The Federal Energy Regulatory Commission (FERC) has given a deadline of May 2 to operators in wholesale power markets to document possible barriers to energy storage’s participation in wholesale energy markets. Detwiler Fenton’s Alex Arnold said that battery companies are likely to...
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Detwiler Fenton Says Apple's iPhone Is Headed For A 'Steep Sequential Decline'
Wednesday, April 20, 2016 - 12:22pm | 231Detwiler Fenton's Jeff Johnston commented in a brief research report on Wednesday that Apple Inc. (NASDAQ: AAPL) is headed for a "steep sequential decline." According to Johnston's checks, Samsung's flagship Galaxy S7 is seeing now signs of a slow-down in sales and excess...
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Drones Won't Save GoPro
Wednesday, March 9, 2016 - 12:18pm | 519There has been plenty of talk about the Drone market being the next leg of growth for GoPro Inc (NASDAQ: GPRO), but Detwiler Fenton analyst Alex Arnold feels otherwise. This is also a negative read-through for key GoPro supplier Ambarella Inc (NASDAQ: AMBA). Falling Behind "Note that...
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Detwiler: Pandora Looking Less Attractive
Tuesday, March 8, 2016 - 12:32pm | 451Pandora Media Inc (NYSE: P) has lost some of its luster, according to Detwiler Fenton analyst Alex Arnold. "As Pandora looks to pivot, doors may be shutting too quickly," the analyst began. The tale of Pandora's tape has been volatile since the company went public in 2011....
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Sodastream President Will Resign Shortly, Detwiler Analyst Says
Monday, March 7, 2016 - 11:44am | 268Detwiler Fenton’s Jim Sanderson said that Sodastream International Ltd (NASDAQ: SODA) US President John Sheppard is expected to resign shortly. He added, “Despite management’s positive outlook last quarter, we believe that many of the initiatives targeted to turn-around SODA US...
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Early Checks For Apple Products Coming In Mixed
Tuesday, March 1, 2016 - 3:04pm | 535The early checks for Apple Inc. (NASDAQ: AAPL) products remain mixed, attributed to softer iPhone demand and the potential 4"-launch not expected to drive incremental volumes. Meanwhile, a recent report on saturating consumer electronics market indicates better-than-expected performance for...
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Detwiler's Johnston: Apple March Bar 'Set Pretty Low'
Friday, February 12, 2016 - 2:09pm | 340Shares of Apple Inc. (NASDAQ: AAPL) have lost more than 10 percent since the start of 2016 and are lower by 25 percent over the past year. Jeff Johnston of Detwiler Fenton commented in a note on Friday that Apple's expectations for the March quarter were "set pretty low." The analyst added that...