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C.J. Muse from Evercore probes on the upside potential for silicon. $AMAT said it's flat to up a bit this year. Looking at it the NAND has picked up and is up about 35% YonY, whereas DRAM is probably down about 25%. Foundry is not up a lot, but the company's position within foundry is really strong.
$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?