Prospects in Energy and Tech

The Permian Basin is an energy-rich sedimentary formation primarily in West Texas and Southeast New Mexico.Permian Basin shale oil is said to be second only to Saudi Arabia.Pioneer Energy is the Permian,said CNBC host Jim Cramer.EOG Resources is there,too,and so is Cemerex Energy.
Energy is the hottest IPO sector,up 27% in 2014.*
Google made 20 acquisitions in robotics in 2013-also in artificial intelligence.It's no longer just search.It's a way to be diversified without buying a bunch of names.This is truly a robotics company.They have their eye on the future.Ten to fifteen years out,it seems Google has gobbled up all the talent.
IBM and CISCO also buy into artificial intelligence,while Intel is now into wearable tech and robotics.3-D imagery and artificial intelligence are disruptive.
Intel has raised its guidance and was upgraded by Morgan Stanley.Intel's going right to 40.Business is much stronger,the yield's still three and change.We have a leader in old tech.You have to dust off the old playbook of what to do when Intel gets it right.The engineers are in charge-a 100% change in leadership.They are in gaming;they are in mobile.Look out,Samsung.*
Sony is bringing PlayStation TV out this fall.*
I think that Yahoo is a buy off of Alibaba going public soon,Cramer noted.*
Goldman Sachs has upgraded Hewlett-Packard from sell to neutral.HP's management has executed far better than we anticipated,Goldman said.The stock has appreciated 50% since it was downgraded.*
Twitter's COO Ali Rowghani has resigned-perhaps on a lack of user growth.Twitter does not intend to hire a replacement.On day to day usage and monetising,Twitter isn't in the same league as Facebook,CNBC's John Forte pointed out.*
The merged Sprint/T-Mobile company is to be branded T-Mobile.A definitive agreement is still weeks away.They agreed on a two billion breakup fee.They have to develop a playbook for DOJ opposition.Without the merger,neither firm is capitalised enough to compete with the other two telecoms,CNBC colleague David Faber said.
Sprint(S),T-Mobile US Inc(TMUS),Intel(INTC),Hewlett-Packard(HPQ),Pioneer Energy(PXD),Google(GOOG),Facebook(FB),Cemerex Energy(XEC),EOG Resources(EOG)