NVIDIA Corporation (NVDA): Emergence as a platform computing company is now cemented

NVIDIA Corporation (NVDA): Emergence as a platform computing company is now cemented

Canaccord Genuity believes the secular global gaming trends continue to expand and NVIDIA's automotive roadmap also continues to strengthen with broad partnerships

Consumer Discretionary

Amazon.com, Inc. (AMZN): 2Q Preview, Continued Share Gains

KeyBanc Capital Markets thinks it will continue to take market share and also benefit as total share accorded to e-commerce continues to grow

Amazon.com Inc. (AMZN): The Everything Store Taking Share and Taking No Prisoners

Wedbush $1,250 price target assumes that Amazon will continue to control spending, yielding continued earnings growth

Alibaba Group Holding Ltd (NYSE:BABA): Reducing Margin estimates for BABA

KeyBanc Capital Markets remains Positive on Fundamentals at Alibaba

Wedbush does not expect Netflix Inc. (NFLX) to become meaningfully profitable

Wedbush reiterates its UNDERPERFORM rating on Netflix Inc.

Technology

NVIDIA Corporation (NVDA): Emergence as a platform computing company is now cemented

Canaccord Genuity believes the secular global gaming trends continue to expand and NVIDIA's automotive roadmap also continues to strengthen with broad partnerships

Apple Inc. (AAPL): Earnings Preview

BMO Capital Markets reiterates Outperform rating on Apple shares

Facebook (FB) Planning News Subscription Product and NBC/ Snapchat News Show

Cantor Fitzgerald remains Overweight on Facebook (NASDAQ:FB) and Alphabet Inc. (NASDAQ:GOOGL) among larger caps

Advanced Micro Devices (AMD): Q3/17 guidance is where near term rubber meets the road

Canaccord Genuity believes risk/ reward is still tilted toward the upside and long-term bullish target of $1.25+ in EPS remains exceedable by 2020

Waiting for Twitter Inc (TWTR) to Start Building its Family Again

Wedbush is raising 12-month price target to $16 from $14 to reflect generally positive bias about Q2:17 results

Qualcomm Inc. (QCOM): Licensing disputes still a near-term headwind

UBS PT is based on applying a 10x P/E multiple to FY18 EPS of $4.70 plus net cash/share of $11

Energy

First Solar Inc. (FSLR): Will the Near Term Momentum will Continue?

Deutsche Bank gives Reasons Why Near term Momentum Could Continue

Apache Corporation (APA) Exiting Canada At Modest Price

In June, APA also agreed to sell its Provost assets in Alberta to an undisclosed private company

ONEOK, Inc. (OKE) Aggressive Dividend Growth Targets With An Opaque Opportunity Set

When contemplating the future, however, Morgan Stanley is concerned about Bakken exposure in a lower oil price environment well as limits to NGL uplift potential should Permian production continue to grow rapidly

Exxon Mobil Corporation (XOM) Generates The Highest Downstream Returns

Exxon has a sustained track record and corporate reputation for quality of assets, reliability of performance and a tenacious focus on seeking competitive advantage and superior returns

Chevron Corporation (CVX) The Short-Cycle Conundrum

Chevron has the most oil-weighted production base in the peer group, as well as a healthy balance sheet, strong cash margins and a solid downstream business

Healthcare

Sarepta Therapeutics Inc. (SRPT): 4Q Dystrophin Data A Key Catalyst

Morgan Stanley sees Clean beat with no red flags; expect SRPT up 5-10%

Incyte Corporation (INCY) Competitor MYSTIC IO/IO PFS Expected Imminently

PFS results are anticipated mid-2017 and final OS data in 2018. Notably, several interim analyses for OS are included in trial protocol, and it is unclear what information will be provided to the public

Celgene Corporation (CELG): Ozanimod Worth $19/sh, Range Is $12-25 on RRMS & IBD Results

Today Leerink is publishing its second of two notes on Celgene Corporation’s (NASDAQ:CELG) ozanimod that focuses on the product’s value; in its current forecast the firm estimates that ozanimod is worth $19/ share (13% of its PT) in the base case scenario in its model

Bristol-Myers Squibb Co (BMY): Opdivo Superior to Yervoy in Adjuvant Melanoma

CM-238 compared a 3 mg/kg dose of Opdivo to the currently approved 10 mg/kg dose of Yervoy