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Harlan Sur from JPMorgan asks about the pressure on DRAM customers to move to the 1x nanometer node due to the pricing environment and is the early spending for 1x seen in $AMAT's 2H16 pipeline. $AMAT said it thinks DRAM was CY1H loaded and softer in 2H16. Outlook for DRAM is that it's stronger in 1H than in 2H.
$WBA is yet to receive US anti-trust clearance for its Rite Aid acquisition. The deadline for the deal expires on January 27.
$BMY plunge 7.2%. No credits to the non-acceleration of approval for lung cancer combination treatment.
Well this is big! I don’t know if it’s someone’s monopoly or genuine excitement, but either way, $CSX is up 23% after market closed. I heard some activist investor is going to blow big money into CSX Corp. Anyone mind explaining?