-- （アナリストのコメントを追加） モルガン・スタンレーは、サーモフィッシャーサイエンティフィック（TMO）の目標株価を670ドルから620ドルに引き下げたものの、投資判断は「オーバーウェイト」を維持した。 「投資家は今四半期、特に売上高において、TMOにさらなる成長を期待していたことは明らかだ」と、モルガン・スタンレーは月曜日のレポートで述べた。 モルガン・スタンレーは、サーモフィッシャーの業績見通しにある「下半期の生産拡大」が実現するまでは、同社への関心は「限定的」になると予想している。 ファクトセットが調査したアナリストによると、サーモフィッシャーサイエンティフィックの平均投資判断は「買い」、平均目標株価は623.91ドルとなっている。 （は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください：https://www..com/contact-us）
Price: $468.11, Change: $-1.60, Percent Change: -0.34%
Tech stocks declined late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) fractionally lower and the State Street SPDR S&P Semiconductor ETF (XSD) falling 3.2%.The Philadelphia Semiconductor index dropped 1.4%.In corporate news, Advanced Micro Devices (AMD) shares fell 3.2% after Northland downgraded the company's stock to market perform from outperform.
(Updates with Google's comment in 5th, 6th and 7th paragraph.)The European Commission on Monday proposed measures that would require Alphabet's (GOOG, GOOGL) Google to open its Android ecosystem to rival AI services and launched a public consultation under the Digital Markets Act.The commission said its preliminary findings outline steps Google should take to ensure third-party AI services can access key Android capabilities and interact with applications on users' devices.The measures would allow competing AI tools to perform tasks such as sending emails, ordering services or sharing photos, which are functions currently largely reserved for Google's own AI offerings, the commission said in a statement."Today's proposed measures will give more choice to Android users about the AI services they use and integrate in their phone," Teresa Ribera, an EU executive vice president, said in the statement.Clare Kelly, Senior Competition Counsel at Google, said Android's ecosystem allows AI assistants to grow, as device makers can freely integrate and tailor AI experiences for their users."This unwarranted intervention would strip away that autonomy, mandate access to sensitive hardware and device permissions; unnecessarily driving up costs while undermining critical privacy and security protections for European users." Kelly added in an emailed statement to.Kelly also said the EC's proposals and the current memory crisis will drive up device prices by 50 euros to 100 euros this year.The commission invited interested parties to submit feedback by May 13.Price: $349.84, Change: $+7.52, Percent Change: +2.20%
Consumer stocks fell late Monday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.6%.In corporate news, United Airlines (UAL) CEO Scott Kirby confirmed he approached rival American Airlines (AAL) about a possible merger, and American declined to engage, closing the door on a deal. Separately, American is selling $1.14 billion of bonds financing a group of planes, Bloomberg reported. United shares fell 1.5%, and American dropped 3.1%.