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Company Overview and News
While everyone has been distracted by Amazon’s (NASDAQ:AMZN) Prime Day sale, a very big event took place in Europe. Not Helsinki, either. On July 17, the Economic Union imposed a record-setting antitrust fine of $5 billion on Alphabet’s (NASDAQ:GOOG, NASDAQ:GOOGL) Google, and gave the company 90 days to stop bundling its apps and services with Android. In response, Google is appealing and yesterday, CEO Sundar Pichai published a blog post that warns Android may not remain free.
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EU regulators on Jul 18 slapped Alphabet, Inc.’s (GOOGL - Free Report) Google with an antitrust fine of 4.34 billion euro ($5 billion) for illegally using its android software to suppress competition. Per the antitrust regulators’ findings, Google is misusing its dominance in the mobile business by forcing android phone makers to pre-install Google Search and its Chrome browser along with the Google Play app, thus weakening rival search providers and app makers.
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Amazon is now leading the pack of companies closing in on a $1 trillion market cap.
Several media outlets tried to get Walmart Inc. (NYSE: WMT) management to confirm that the company will go into the streaming media business. Presumably, the move would be to better compete with arch-rival Amazon.com Inc. (NASDAQ: AMZN). The rumor is almost certainly a rumor. Walmart executives know better than to walk into a buzz saw.
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After International Business Machines Corp. (NYSE: IBM) posted a 3.7% rise in revenue for the second quarter, its shares rose modestly. The company’s extremely slow growth shows it is still not in the league with Microsoft Corp. (NASDAQ: MSFT) and other tech giants that have posted strong revenue improvements in areas where IBM management says its future lies.
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Volatility returned to markets with a vengeance in the first half of this year. 2018 started off as an extension of last year when volatility was almost wholly absent. Stocks roared out of the starting gate, up almost every day until January 26th. And then - whoosh. What took nearly a month to gain took just 6 trading days to give back and then some. Since that correction, the S&P 500 has traded in a range with a slight upward bias.
Paypal (NASDAQ:PYPL) has done well this quarter, with PYPL stock up 19% since it last reported its earnings on Apr. 25.
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Digital commerce marketplace operator Etsy (NASDAQ:ETSY) has staged quite the turnaround over the past two years. In late 2015 and early 2016, Wall Street had written off Etsy as a dead company that would inevitably be eaten alive by Amazon (NASDAQ:AMZN) and other competitors.
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The unstoppable machine that is Netflix (NASDAQ:NFLX) finally hit a road-bump. The company added fewer subscribers than expected in the second quarter. That caused NFLX stock, which was up more than 100% year-to-date heading into the report, to drop in a big way.
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Last year, I was vocally bearish on traditional retail giant Walmart (NYSE:WMT). WMT stock was being awarded a growth multiple. But, the company was still growing at a rather anemic rate and was stuck in the low-growth brick-and-mortar retail market. As such, I felt a collapse in Walmart’s valuation and WMT stock was imminent.
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It’s important not to confuse Amazon (NASDAQ:AMZN) with Netflix (NASDAQ:NFLX). The seemingly unstoppable tech darling reported disappointing second quarter numbers, stock dropped roughly 10% and brought the other FANG companies with them. As of this writing, Amazon stock is down just under a percent.
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2018-04-25 - Asif
Overview Amazon.com opened its virtual doors on the World Wide Web in July 1995. The company seek to be Earth’s most customer-centric company. Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. In each of its segments, the company serve its primary customer sets, consisting of consumers, sellers, developers, enterprises, and content creators. In addition, the company provide services, such as advertising services and co-branded credit card agreements. Amazon has organized its operations into three segments: North America, International, and Amazon Web Services (“AWS”). These segments reflect the way the Company evaluates its business performance and manages its operations. Additional information on its operating segments and its net sales is contained in Item 8 of Part II, “Financial Statements and Supplementary Data—Note 11—Segment Information.” The compan...
2018-07-17 - Asif
History and Development of the Company Kitov Pharma was incorporated under the laws of the State of Israel (under a previous name) on August 12, 1968 and its ordinary shares were originally listed for trading on the TASE in 1978. The company's ordinary shares are currently traded on the TASE under the symbol “KTOV”, and its ADSs and its public warrants are traded on NASDAQ under the symbols “KTOV” and “KTOVW”, respectively. In October 2012, the District Court in Lod, Israel approved the creditors arrangement in accordance with Section 350 of the Companies Law in order to effectuate the sale by Kitov Pharma (then known as Mainrom Line Logistics Ltd.) of all its activities, assets, rights, obligations and liabilities to a private company held by its then controlling shareholders, and all rights of Kitov Pharma’s creditors against it were extinguished. The sale was made pursuant to an arrangement between Kitov Pharma and its creditors. Following such sale and a related cash...
2018-07-17 - Asif
Overview and Recent Developments Athersys is an international biotechnology company that is focused primarily in the field of regenerative medicine. The company's MultiStem® cell therapy, a patented and proprietary allogeneic stem cell product, is its lead platform product and is currently in later-stage clinical development. The company's current clinical development programs are focused on treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, certain pulmonary conditions and other conditions where the current standard of care is limited or inadequate for many patients, particularly in the critical care segment. Current Programs By applying its proprietary MultiStem cell therapy product, the company established therapeutic product development programs treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, and other conditions. The company's programs in the clinical development stage include ...
2018-07-16 - Asif
General The company's objective is to build a profitable and growing specialty therapeutics company. To meet this objective, Cytori Therapeutics has acquired and are developing two technology platforms that hold promise for treating millions of patients and represent significant potential for increasing shareholder value. The company's current corporate activities fall substantially into advancing these platforms: Cytori Nanomedicine and Cytori Cell Therapy. The Cytori Nanomedicine platform features a versatile liposomal nanoparticle technology for drug encapsulation that has thus far provided the foundation to bring two promising drugs into mid/late stage clinical trials. Nanoparticle encapsulation is promising because it can help improve the delivery and metabolism of many drugs, thus potentially enhancing the therapeutic profile and patient benefits. The company's lead drug candidate, ATI-0918 is a generic version of pegylated liposomal encapsulated doxorubicin. Pegyl...
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