Omnivision (OVTI) is falling out of bed. Omnivision has traditionally supplied all cameras to Apple (AAPL). President of Sony (SNE) hinted in an interview that Sony is working on supplying cameras to Apple. This interview accounts for today’s drop. Prior to the earnings the stock had also dropped on the
UBS lowered Nvidia (NVDA) estimates citing GPU weakness and aggressive marketing by Intel (INTC). UBS has lowered Nvidia price target lowered to $20. ZYX Change Method Quantitative Analysis screen still shows fair value of Nvidia to be $18. However, over 18, the stock is in weak hands. We have no
Luna Innovations (LUNA) is surging today after it entered into a multi year agreement with Intuitive Surgical (ISRG) to supply shape sensing systems for medical robotics. The news was expected. In general the news that is expected is already discounted in a stock price. However, sometimes in small caps such
Arm Holdings (ARMH) is on the rise today stemming from two pieces of news. First, Merill Lynch upgraded it and second, Arm Holdings entered into an agreement with Google (GOOG) for standardization related to the Android platform. At present four of the six screens of the ZYX Change Method are
An additional reason that Nvidia (NVDA) is down today is a rumor that Motorola’s Droid Bionic has been delayed. Droid Bionic uses Tegra 2 chip from Nvidia. Please see our earlier post for Nvidia weakness today. We will issue an actionable signal to subscribers of ZYX BUY CHANGE ALERTS and ZYX
We make our recommendations by feeding hard data in a rigorous analytical methodology. We do our best to eschew opinions based on emotion and feel. We have been writing on this blog and in articles on Seeking Alpha for a while that a big chunk of the graphics business of
Rare Earth Molycorp (MCP) is on the rise again based on the news that Molycorp and Ames Laboratory signed a cooperative research and development agreement on rare earth magnets. Ames Laboratory is part of Department of Energy. There is also a bullish article in Intertaional Business Times. Yesterday Molycorp rose when JP
NVIDIA today announced that Dreamworld 2.5, a leading game engine for massively multi player online games will incorporate server-side NVIDIA(R) PhysX(R) technology. Incorporation of Nvidia technology results in more than a doubling in the speed-of in-game physics processing vs. traditional client-side PhysX technology, delivering realistic collision effects within the online gaming environments. Dreamworld
Nvidia (NVDA) gets an upgrade from JMP Securities. The firm cites channel checks and provides a target of $25. We were short from $25.83 and told subscribers to the ZYX SHORT SELL CHANGE ALERT on March 18 to cover or take protective measures. We covered at $17.65. At present , we have
On Friday, U.S. International Trade commission reversed the prior ruling of its chief judge and now will hear the case against Apple (AAPL) and Research in Motion (RIMM) for violation of claim 15 of a Kodak patent known as ‘218. Good t opportunities are developing in Apple, Omnivision (OVTI), Nvidia