- In a coverage launch for Chinese Internet stocks, Baidu (BIDU +0.7%), Ctrip (CTRP +0.2%), Sohu (SOHU +2.5%) Changyou (CYOU +5.4%), and Dangdang (DANG +8.5%) have been started at Outperform by Credit Suisse.
- Tableau (DATA +0.5%) has been started at Outperform by FBN.
- Cavium (CAVM +1.6%) has been started at Overweight by Morgan Stanley.
- Blue Nile (NILE +4.7%) has been started at Buy by B. Riley.
- Applied Materials (AMAT +0.1%) has been upgraded to Buy by Berenberg two days after the Tokyo Electron deal was announced.
- IT/chip distributors Arrow (ARW) and (AVT +0.2%) have been cut to Neutral by UBS.
- HomeAway (AWAY -3.9%) has been cut to Equalweight by Morgan Stanley.
From other sites
Video at CNBC.com (Aug 21, 2015)
Video at CNBC.com (Jul 28, 2015)
Video at CNBC.com (Jul 9, 2015)
at CNBC.com (Feb 18, 2015)
at CNBC.com (Jan 12, 2015)
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