Tag: Wells Fargo

4/5/19 Intel Downgraded, AMD 29.09 to 28.98

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https://www.thestreet.com/markets/intel-slips-after-wells-fargo-downgrades-chipmaker-14918288?puc=yahoo&cm_ven=YAHOO&yptr=yahoo Wells Fargo downgraded Intel today: [Part of Wells Fargo's caution on Intel is "driven by our belief that investor sentiment could become more tempered amid increasing visibility into AMD share gain [market share] momentum." AMD is slated to launch its "Rome" CPU chip by mid-year 2019, which its CEO, Lisa Su, said could deliver massive… Continue reading 4/5/19 Intel Downgraded, AMD 29.09 to 28.98

1/17/19 AMD 19.49 to 20.25

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TSMC reported overnight. Guided lower due to smartphone slow down. Stated major under-utilization of 7 nm capacity. Actually this is good for AMD. More capacity to ramp up, don't have to fight Apple. http://www.redgamingtech.com/navi-announced-in-june-launches-july-more-powerful-navi-launching-next-year/ https://www.pcgamesn.com/amd/amd-navi-graphics-card-e3-2019-reveal-july-release-date Rumor that Navi will announce at E3. Ship in July. If true, it would be great. https://www.smarteranalyst.com/analyst-insights/advanced-micro-devices-amd-server-strength-into-2019-remains-a-key-focus-says-wells-fargo/ Wells Fargo's Aaron… Continue reading 1/17/19 AMD 19.49 to 20.25