Qualcomm Inc (QCOM) Upgrading Its Rating To Overweight From Neutral

Qualcomm Inc (QCOM) Upgrading Its Rating To Overweight From Neutral

The firm believes there is material fundamental upside given the expected closure of the NXP acquisition by the end of this year

Technology

NVIDIA Corporation’s (NASDAQ:NVDA): Top 3 qs: Data Ctr. Growth, Competition, 2H Gaming Comps

Nvidia's gaming business faces tough YoY comps in 2H17 following the 60% YoY growth Bank of America Merrill Lynch saw in 2H16 on the back of broad-based launch of the new Pascal products

Alphabet Inc (GOOGL): Google's Scale Is Just Staggering

Google IO is the once-a-year glimpse into the future of not just Alphabet but a good portion of the overall consumer internet space

NetApp Inc. (NTAP) LT Financial Outlook Could Prove Optimistic

While NetApp has executed well in recent quarters, Credit Suisse sees secular challenges remain, especially on its profitability

HP Inc (HPQ) IPG Supplies On Improving Trajectory

The firm notes that component pricing remains a headwind for PSG, and it models PSG F2Q17 revenues lower than average seasonality but not strong position in the premium segment

Nokia Oyj (ADR) (NOK): Realignment In China Partnership

Nokia reported 1Q17 results that reflect continued pursuit of synergy goals amid industry challenges

Alibaba Group Holding Limited (NYSE:BABA): Baird Lifts Price Target to $135 on Another Solid Quarterly Report

Core commerce growth would continue to drive strong results for the online retail company while funding its future growth investments