Best Buy Co Inc (BBY) Deep Dive On Comp Drivers

Best Buy Co Inc (BBY) Deep Dive On Comp Drivers

The firm thinks valuation of BBY shares remains very reasonable vs. a peer group of other retailers impacted by e-com

Consumer Discretionary

Here's When You Will Get Your Tesla , Inc. (TSLA) Model 3

Teslanomics has built a calculator to get an estimate of Model 3 delivery date

Alibaba Group Holding Ltd (BABA) Inflection Point In Foreign Brands/Exports To China

At the event, the firm spokes to, or heard presentations from, a variety of Alibaba managers, partners and merchants, offering a generally bullish outlook for the company’s expanding export marketplace into China

Tesla , Inc. (TSLA), Other Companies to Ensure Drivers Have Hands on Steering Wheels

The decision is taken so that drivers have their hands on the steering every time

Tesla , Inc. (NASDAQ:TSLA) Shares Continue to Soar All-time High

The carmaker’s shares are trading at $383 per share

Here's Why Broadcom Ltd (NASDAQ:AVGO) Stock to Continue Rising in Long Term

The fabless semiconductor company is likely to emerge as iPhone X winner, with production forecasts already up 15% YoY and 30% QoQ

Tesla, Inc. (NASDAQ:TSLA) Direct Sales Bill Won't Be Pursued in North Carolina

The carmaker will be able to push for the bill in the future

Technology

Apple Inc. (AAPL) Another Year Of Decline Is Unlikely

UBS' survey found slightly less China interest in the iPhone 8 than in the iPhone 7 a year ago, though more users today are unsure of their next purchase

HP Inc (HPQ) Building A Sustainable Growth Recovery

Morgan Stanley believes three things have changed since separation that allow for total company growth - innovation, focus, and channel inventory

BlackBerry Ltd (NASDAQ:BBRY) Lowered FY18 Software And Services Guidance

MKM Partners is happy the company is finally providing more granularity into the components of its Software business, such as Enterprise, Technology Solutions including Auto and IoT and Licensing and IP

Micron Technology, Inc. (NASDAQ:MU) Contract DRAM Pricing Continues To Increase Through June

Despite the seasonality of the underlying computing market, the firm continues to see favorable dynamics as its "mid-stages of an up-cycle" DRAM thesis plays out

Amazon.com, Inc. (NASDAQ:AMZN) Has Announced A Beta Launch For Amazon Wardrobe

In Credit Suisse's view, this product release matches from a customer service perspective what Zalando – ZALG.DE, covered by its colleague Simon Irwin – has had for some time

BlackBerry Ltd (NASDAQ:BBRY): Q1 FY18 Reuslts

While Deutsche Bank is constructive on BlackBerry's strategy to grow revenues through higher gross margin software in FY18+, the meaningful miss in Q1 in Software and Services versus consensus expectations keeps us on the sidelines

Energy

Highlights From Investor Meetings In Europe With Chevron Corporation (CVX) Management

UBS expects Chevron to update its 2017 capex guidance on its 2Q conference call and forecast FY17 spending of $17.9bn, well below consensus of ~$19.6bn

Anadarko Petroleum Corporation (APC) Already In A Good Position To Navigate The Downcycle

Peer operators have been delivering stronger wells. Anadarko's well performance should improve as they exit delineation mode of a large acreage position

Can Chesapeake Energy Corporation (CHK) Shares Bounce Back?

Lower outlook for the crude prices will continue to pressure the gas exploration company's fundamentals

Hess Corporation (HES) Oil Price Discussion Overshadows Strategy

On the road, top of mind for investors was how Hess will execute its strategy through the downturn

Petroleo Brasileiro SA Petrobras (ADR) (PBR) Focus Remains On Fixing Balance Sheet

Total pre-salt production (gross output operated by Petrobras both for itself and its partners) was 1.57mn bpd in May, +37% YoY and up 5.1% vs. Apr-17

Healthcare

Teva Pharmaceutical Industries Ltd (ADR) (TEVA): Fremanezumab Can Take The Pain

Cantor Fitzgerald thinks Teva's fremanezumab has the potential to be the leading CGRP in the market if it is approved

Regeneron Pharmaceuticals Inc (REGN): Expert Sees RTH258 Data As Exciting and Looks To AAO For Full Detail

Jefferies hosted an investor event with a retina expert to discuss the recent Regeneron's RTH258 data and the wet AMD space in general

Amgen, Inc. (NASDAQ:AMGN) Growth Inflection Could Take Time To Play Out

Deutsche Bank believes external headwinds have impacted the company's ability to fully monetize these breakthroughs and hence contribute to the relatively modest current growth profile

Biogen Inc. (BIIB) Getting the Right Stuff . . . Right

Deutsche Bank takes a different tack on Biogen (vs. the prevailing outlook) and focus on earnings power and execution, and hence believe that in the near-term, investors should revisit Biogen under a slightly different lens

Deutsche Bank On Gilead Sciences Inc. (NASDAQ:GILD)

Deutsche Bank expects the disconnect to normalize over the next 12mos, and hence see the current value as an opportunity for investors