NXPI Reddit Mentions | ChartExchange

MAG7:
* NVDA - Goldman upgrades to Buy, PT 185
* AMZN - BofA reiterates buy rating, PT 248, cites Kuiper’s $7.1B 2032 rev potential. There are 2.6 billion people globally who don’t have broadband internet access, and BCG sees a $40 billion 2030 revenue potential for the global satellite communications service market. Based on our market assumptions, and assuming Amazon has just a 30% consumer share (Starlink already has 6 million subscribers), we see a $7.1 billion 2032 revenue potential for Amazon.
* AMZN AWS - has developed its own cooling hardware to handle Nvidia's massive AI GPUs, as traditional liquid-cooling setups took up too much space or water. The new In-Row Heat Exchanger (IRHX) integrates into existing data centers and supports Nvidia's dense GB200 NVL72 racks.
* TSLA - Musk says that Grok is coming to Tesla vehicles very soon, next week at the latest.
* GOOGL - PERPLEXITY LAUNCHES COMET, AN AI-POWERED BROWSER BUILT TO CHALLENGE
DAL EARNINGS:
* Adj. EPS: $2.10 (Est. $2.05) ; DOWN -11% YoY
* Revenue: $15.5B (Est. $15.42B) ; UP +1% YoY
* NI: $1.37B; -10% YoY
* OI: $2.05B; -10% YoY
FY25 Guidance (Restored):
* EPS: $5.25 - $6.25 (Est. $5.39)
* Free Cash Flow: $3B - $4B
* Gross Leverage: <2.5x
Q3 FY25 Guidance:
* EPS: $1.25 - $1.75
* Revenue Growth: Flat to +4% YoY
* Operating Margin: 9% - 11%
* "Delta delivered record revenue with a 13% operating margin, generating $1.8B in pre-tax profit. As we enter the second half of our centennial year, we remain focused on executing strategic priorities to drive strong earnings and cash flow."
* "Demand trends stabilized, with resilience in high-margin revenue streams. We expect unit revenue trends to improve through H2 as capacity adjusts and supply rationalizes."

OTHER COMPANIES:
* Airlines all higher with DAL earnings.
* PLTR - WEdbush raises pot to 160 from 140. our recent checks and growing confidence in the company's AI strategy is key to the bull thesis on Palantir playing out over the next 12 to 18 months. We believe Palantir has a 'golden path to become the next Oracle' over the coming years
* ORCL - Piper Sandler upgrades to overweight form neutral, raises PT to 270 from 190. We are upgrading Oracle to Overweight given additional upside levers emerging from our CIO survey.
* ORCL - Oracle is partnering with DayOne Data Centers to set up its first cloud services center in Indonesia at Nongsa Digital Park in Batam. Oracle will lease DayOne’s data centers
* TSMC - TSMC REPORTED JUNE QUARTER REVENUE UP 39% Y/Y TO NT$934B ($32B), BEATING STREET ESTIMATES OF NT$928B
* ROKU - Keybanc up\[grades to overweight from sector weight, Sets PT at 115. we believe: 1) the combination of budget shift and ad innovation is creating multiyear tailwinds; 2) Roku's partnership strategy can sustain Platform growth; and 3) this can drive faster EBITDA growth than consensus contemplates
* Goldman Sachs initiated coverage on the Semi sector. Most were listed at Buy, including NVDA, ADI, NXPI, MCHP, SNP{S, AVGO, LRCX etc
* MCD - Goldman upgrades to Buy from neutral, PT of 345.
* ALT - Goldman resumes with sell rating, with a 12-month price target of $1 representing 79% downside to the stock
* KHC - SELLS ITALIAN BABY FOOD BUSINESS
* ULTA - close to buying British high street chain Space NK for over £300 million ($408M), Sky News reports.
* RARE - Citi reiterates buy rating, PT of 110, 90d catalyst upside. Our call is to buy here post market dip with Ultragenyx Pharma again trading below base-business valuation ($35-40).
* CRWV - NEEDHAM ANALYST MIKE CIKOS DOWNGRADED COREWEAVE FROM BUY TO HOLD.
* LMT - TD Cowen downgrades to Hold from Buy, Sets PT at 480. Says Execution risk limits upside to Street estimates
* HII - Td Cowen upgrades to buy from hold, sets PT at 300. Eventual margin upside is sizable and upcoming contracts seem positive.
* MP - Up 43% as they secured a multibillion-dollar public-private partnership with the Department of Defense to accelerate U.S. rare earth magnet independence. The deal includes a $400M convertible preferred stock investment by DoD, making it MP’s largest shareholder, plus a 10-year NdPr price floor at $110/kg and a 10-year magnet offtake agreement.
* AMD - HSBC upgrade from hold to buy, with PT of 200.
* COIN - HC Wainwright double downgrades COIN to sell form Buy, lowers PT to 300 from 305. While we continue to view Coinbase as a 'Best of Breed' crypto exchange and remain positive on the sector, we believe valuation has outstripped near-term fundamentals following the stock’s approximately 150% rally since its April lows (versus a 35% rise in the Nasdaq over the period), which we view as overdone.
* BMW delivered 621,271 vehicles in Q2, up 0.4% y/y, as a 10.1% rise in Europe and 1.4% growth in the US offset a 13.7% drop in China. EV and hybrid sales rose 10.2%. BMW expect.s tariff impacts to ease in H2
* DLTR - ANNOUNCES $2.5B BUYBACK
* COST - JUNE SALES UP 8%

OTHER NEWS:
* OIL - OPEC+ DISCUSSES PAUSING OUTPUT HIKES FROM OCTOBER: DELEGATES
* TRUMP ANNOUNCES 50% TARIFF ON BRAZIL
* Chinese real estate stocks jumped the most in almost nine months on speculation of a high-level meeting next week to revive the struggling sector.
* CHINA'S MOFCOM: CLOSE U.S.-CHINA TRADE TALKS ONGOING AT MULTIPLE LEVELS.