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$AMAT 3Q15 Call: In logic, we do not see any major changes to our previous outlook. In memory 2015 continues to be a year of strong investment. DRAM bit growth is in the 20-30% range with supply and demand more or less balanced. We maintain our view that 2015 DRAM spending will be around 20% higher than last year.
$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?