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Blackberry Still A 2-3 Year Investment Story
Friday, March 31, 2017 - 12:16pm | 338BlackBerry Ltd (NASDAQ: BBRY) shares are surging higher by 12.5 percent on Friday after the company delivered a big fourth-quarter earnings beat and guided for profitability in 2018. BlackBerry delivered EPS of $0.04 in Q4 on revenue of $297 million. A number of investors have written off...
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Amazon Connect Could Mean Big Trouble For Twilio
Wednesday, March 29, 2017 - 1:14pm | 364This week, Amazon.com, Inc. (NASDAQ: AMZN) launched its news Amazon Connect product, a cloud-based customer contact center service. According to Global Equities Research analyst Trip Chowdhry, Amazon Connect could be very bad news for cloud rival Twilio Inc (NYSE: TWLO). Chowdhry spoke with four...
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Silicon Valley Is Toast, According To This Analyst
Monday, March 27, 2017 - 10:21am | 487The Silicon Valley growth story may soon be coming to an abrupt end. According to Global Equities Research analyst Trip Chowdhry, the recent economic slump in San Jose and Oakland is a sign that the Silicon Valley bubble is bursting. What's Going On In Silicon? The Bay Area lost 4,400 jobs in...
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These Trends Bode Well For Nvidia, Microsoft
Monday, March 20, 2017 - 8:26am | 312Trip Chowdhry of Global Equities Research holds an Overweight rating on NVIDIA Corporation (NASDAQ: NVDA)'s stock with a 12–18 month price target of $125 given strong trends seen both in the company and on a macro level. According to Chowdhry, Microsoft Corporation (NASDAQ: MSFT) Azure is...
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Big Winner Of Intel-Mobileye Deal: Blackberry?
Wednesday, March 15, 2017 - 11:08am | 432Intel Corporation (NASDAQ: INTC)'s surprising $15.3 billion buyout of Mobileye NV (NYSE: MBLY) was good news for Mobileye shareholders. However, the deal immediately sparked market speculation that it could also be a major positive for Blackberry Ltd (NASDAQ: BBRY). While most traders associate...
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Intel May Have Just 'Burned' $15 Billion On Mobileye
Tuesday, March 14, 2017 - 1:49pm | 314Intel Corporation (NASDAQ: INTC) caught the world off-guard when it announced a $15.3 billion buyout of Mobileye NV (NYSE: MBLY). For Intel investors attempting to determine how good of a deal the company got on its acquisition, Global Equities Research analyst Trip Chowdhry has some bad news....
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Intel Inherits Mobileye's Problems
Monday, March 13, 2017 - 1:49pm | 403Trip Chowdhry of Global Equities Research was likely very surprised to learn of Intel Corporation (NASDAQ: INTC)'s $15 billion acquisition of Mobileye NV (NYSE: MBLY) - a company he previously referred to as a "hyper-inflated" stock that shouldn't be worth more than $10 a share....
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A Bullish Case For BlackBerry As An 'Anti-Trend Play'
Monday, March 13, 2017 - 12:03pm | 307One of the ghosts of a bygone era in smartphones may soon be rising from the dead. Global Equities Research analyst Trip Chowdhry recently explained why he believes BlackBerry Ltd (NASDAQ: BBRY) could be on the comeback trail. According to Chowdhry, BlackBerry is well positioned to play a central...
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Amazon's AWS Outage Will Shed 2% Revenue: Here Is The Math Behind The Number
Friday, March 3, 2017 - 2:46pm | 348Trip Chowdhry of Global Equities Research commented earlier this week that Amazon.com, Inc. (NASDAQ: AMZN)'s AWS outage will have a 2-percent impact on the segment's first-quarter revenue. Chowdhry followed up in a new report on Friday and explained the math behind his claim since it does seem like...
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The AWS Outage Impacted A Lot More Than Amazon
Wednesday, March 1, 2017 - 9:19am | 367A massive outage at Amazon.com, Inc.'s (NASDAQ: AMZN) AWS segment on Tuesday knocked down countless websites and impacted many businesses. Amazon's stock was relatively unaffected and ended Tuesday's trading session lower by around 0.42 percent and the stock regained these losses early...
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Analyst Says Social Media Space Is Saturated, Sees Snapchat As 'Total Junk'
Monday, February 27, 2017 - 11:41am | 376Snap Inc is expected to announce its IPO price as soon as Wednesday, but Global Equities Research analyst Trip Chowdhry believes investors would be wise to steer clear of the social media stock. In his first-quarter social media report, Chowdhry explained how the social media market has become...
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Tesla Takes Over Apple Territory (In Cupertino)
Thursday, February 23, 2017 - 12:05pm | 376Tesla Inc (NASDAQ: TSLA) needs lots of new office space for its employees. Serendipitously, Apple Inc. (NASDAQ: AAPL) is in the process of moving thousands of its new employees to a new campus. Movin' On Up In a research report Thursday, Trip Chowdhry of Global Equities Research stated Tesla will...
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Social Media And Anti-Trends: Trip Chowdhry Explains The Phenomenon, Provides Insight
Tuesday, February 21, 2017 - 11:46am | 295Trip Chowdhry of Global Equities Research has argued in the past the social media boom has come to an end and should be considered an "anti-trend" for 2017 and beyond. Chowdhry also labeled mobility, hybrid cloud and the gig economy as an "anti-trend," but the notable analyst has shied away from...
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Tesla Factory Check: Model 3 Activity Picking Up
Thursday, February 9, 2017 - 9:14am | 253Shares of Tesla Inc (NASDAQ: TSLA) were trading higher by nearly 4 percent Thursday morning following reports that the electric automaker is set to begin production of the much anticipated Model 3 vehicle. If Tesla's stock holds on to the strong pre-market gains, it would open Thursday's...
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Facebook's Oculus Rift Is Dead-On-Departure, According To Trip Chowdhry
Wednesday, February 8, 2017 - 3:16pm | 271Investors that assume virtual reality will dominate our lives in the coming years may need to re-examine that thesis. Facebook Inc (NASDAQ: FB), a leading pioneer in virtual reality technology through its Oculus Rift segment, is closing 200 of its approximate 500 demo stations inside Best Buy Co...