Janardan Menon, an analyst at Liberum Capital, wrote in a recent note that Alcatel-Lucent could achieve "significantly higher margins" through a sale of unprofitable business lines such as enterprise.
"A key part of the Alcatel-Lucent investment thesis revolves around its potential sale of assets," said Menon.
Bloomberg reports Apple plans to release iPhones featuring 4.7" and 5.5" displays, as well as "glass that curves downward at the edges," in 2H14.
Apple is also reportedly thinking of integrating "sensors that can distinguish heavy or light touches on the screen" in subsequent models; this suggests the inclusion of advanced haptic feedback tech.
AMD is currently tremendously undervalued due to Wall Street's exaggerated response to its lackluster near-term growth projections; however, AMD has been gradually positioning itself in an opportune position to grow substantially in the long term.
Europe is up moderately and Asia was mostly higher.
Citi forecasts another +14% move by S&P500 till 2014
Apple is expected to post iPad Air sales numbers from the opening weekend, and analysts predict the new tablet might have outsold the simultaneous launch of the iPad 4 and iPad mini numbers, which combined for about 3 million units
Alcatel-Lucent has been upgraded to Neutral by BNP Paribas, and to Buy by UBS, after announcing plans to raise $2.7B via fresh equity and debt.
U.S. stocks edged up on Monday after St. Louis Fed President James Bullard said the central bank can be patient about paring its bond purchases.
Stock index futures are ahead by about 0.15% as equity markets look for their 4th consecutive week of gains. Apple earnings are on tap after the bell.Europe's down moderately and Asia - led by a 2.2% jump in Japan - was higher overnight.The 10-year Treasury yield is flat at 2.52%.
Stock futures and gold - negative after the Fed's James Bullard said an October taper is possible but would depend on economic data
Apple has over $100 billion in cash, equivalent to more than $110 per share, and it pays a 2.6% annual dividend -- which represents only 10% of its current cash holdings.
Backing out the cash, AAPL trades with a trailing PE of 9 and a forward PE of 9.2
The most likely market support will come from just a few stocks.
** CITIGROUP INC the winning stocks are: NOK, AAPL, C
*** I KNOW FIRST algorithmic system: C, HPQ, NOK
**** J.P.Morgan : C, IBM, HPQ
Good Luck !
For the coming week, the outcome Wednesday of the Fed’s policy meeting remained a key risk event for the metals markets, with Kitco citing Archer Financial Services market strategist Adam Klopfeinstein as saying Friday that the Fed would likely announce a slowing of its monetary stimulus, sending gold prices lower.
Siri seems to exit ‘beta’ with iOS 7:
Since 2011, Apple has been slowly improving the service. In early 2012, Siri gained support for Japanese, and with iOS 6 in late 2012, the service added support for several new languages and capabilities. With iOS 7, Siri has been given a redesigned user-interface, new functionality, and all-new voices. Many of the server errors and lengthy processing time issues that riddled the product in its early days have now disappeared; and it seems that Apple agrees. With the upcoming launch of iOS 7, it appears that Apple will finally be taking Siri out of “beta.”
In addition to the taper decision, this week we will learn about
the first look at Fed’s economic projections for 2016
Fed officials will give us their initial forecasts for growth, unemployment and inflation for 2016. Just as important will be the projections of the Fed’s short-term interest rate target.