Posts in category Technology

Facebook (FB) Stock Remains a Good Bet Despite an Earnings Risk

Monness Crespi’s Brian White still sees a “very attractive” stock in FB despite what initial drag comes from the Cambridge Analytica fiasco.

Apple (AAPL): Survey Data Exposes Sluggish Sales

Though Canaccord’s Michael Walkley watches out for weakening iPhone sales until new iPhone products launch, he remains positive sales can step up in the back half of the year.

Is Alphabet (GOOGL) Set to ‘Prove’ Itself in 2018? GBH Likes the Bullish Odds

GBH’s Daniel Ives says Google’s search business’ ad growth should impress in 1Q results, even amid mounting Street concerns.

Intel (INTC) Earnings Preview: The Countdown Begins

Chip giant Intel (NASDAQ:INTC) will be in the spotlight when it reports first-quarter results next Thursday …

Tesla (TSLA): J.P. Morgan Warns of Rising Rivalry

J.P. Morgan’s Ryan Brinkman stands by his bearish case for the challenged electric auto giant.

Facebook (FB) Gets Ready to Rumble with 1Q:18 Results; GBH Weighs In

After being hit with the “darkest chapter” in history, GBH’s Daniel Ives anticipates extra attention will be paid to FB’s first quarter earnings show.

Top Analyst Expects Twitter (TWTR) to Serve 1Q18 Earnings Beat, But Shares Are Fairly Valued

SunTrust’s Youssef Squali sees an full-valued stock in TWTR, but anticipates “incremental improvements” out of the company’s first quarter print.

Is It Time to Get Over Weak Apple (AAPL) iPhone Volume Fears? Top Analyst Weighs In

RBC’s Amit Daryanani chimes in ready for the focus of AAPL’s narrative to shift away from iPhone demand fears over to massive potential in capital allocation and Services.

Advanced Micro Devices (AMD): Get Ready for Some Upside Come 1Q18 Earnings Show, Predicts Rosenblatt

Rosenblatts’ Hans Mosesmann is especially upbeat on AMD’s new Ryzen models, in what he calls a record for the chip giant’s “most prolific new product ramp” to date.

Tesla (TSLA) and the Great Wall; Goldman Sachs Weighs In

Goldman Sachs’ David Tamberrino may be bearish on Tesla, but he sees a prospective medium-term advantage ahead in China.