Saturday, May 19, 2018

Week in review: Take-Two, Applied Materials earnings

The following is a roundup of my stories from

Activision Blizzard gets high marks for new “Call of Duty” game. (May 18, 2018)

Netflix gets price-target hike on growing competitive advantages. (May 18, 2018)

Chip equipment stocks tank on Applied Materials report. (May 18, 2018)

Applied Materials beats second-quarter views, but sales guidance light. (May 17, 2018)

Mellanox Technologies jumps on increased sales guidance. (May 17, 2018)

Take-Two outlook seen bright thanks to “Red Dead” game. (May 17, 2018)

Take-Two Interactive Software delivers lighter-than-expected sales. (May 16, 2018)

Three chip-gear stocks approaching buy points. (May 16, 2018)

Micron rises on bullish report; AMD upgraded to neutral. (May 16, 2018)

Netflix subscribers willing to pay higher prices: survey. (May 15, 2018)

Spotify gets first sell rating as comparisons to Netflix don’t hold up. (May 15, 2018)

Chipmakers battle to power artificial intelligence in cloud data centers. (May 14, 2018)

Is the Apple iPhone lineup about to get more colorful? (May 14, 2018)

Qualcomm-NXP deal may have been saved by a tweet. (May 14, 2018)

TV industry tests limits of consumer demand. (May 14, 2018)

Photo: “Red Dead Redemption 2” screenshot. (Take-Two Interactive Software)

Saturday, May 12, 2018

Week in review: Nvidia, EA, Roku, Zebra earnings

The following is a roundup of my stories from

Apple services called “next paradigm shift” for company’s stock. (May 11, 2018)

Nvidia forecasts big drop in cryptocurrency chip sales. (May 11, 2018)

Nvidia beats first-quarter targets on strong gaming, data-center sales. (May 10, 2018)

Apple stock extends winning streak to nine days, hits new high. (May 10, 2018)

Roku stock rises on ad-supported streaming video. (May 10, 2018)

Roku beats first-quarter views as active users grow 47%. (May 9, 2018)

Chip deals perk up with Cohu, ON Semiconductor acquisitions. (May 9, 2018)

Electronic Arts stock hits buy zone after March-quarter beat. (May 9, 2018)

Electronic Arts stock rises on March-quarter earnings beat. (May 8, 2018)

Nvidia skeptics come out before chipmaker’s first-quarter report. (May 8, 2018)

Microchip Technology tops March-quarter views, guides up. (May 8, 2018)

Zebra Technologies sprints on beat-and-raise quarterly report. (May 8, 2018)

Netflix original programming fuels subscriber gains: survey. (May 7, 2018)

Apple stock hits record high on Warren Buffett comments. (May 7, 2018)

Nvidia stock breaks out ahead of earnings report. (May 7, 2018)

Photo: Nvidia AI system. (Nvidia)

Saturday, May 5, 2018

Week in review: Apple, Spotify, Activision, Logitech earnings

The following is a roundup of my stories from

Apple within spitting distance of $1 trillion market cap. (May 4, 2018)

Video game stocks rise, shake off “Fortnite” threat. (May 4, 2018)

Apple stock hits buy point on Berkshire Hathaway’s increased stake. (May 4, 2018)

Activision Blizzard stock falls on low sales guidance for second quarter. (May 3, 2018)

E-sports, video conferencing trends fuel Logitech gains. (May 3, 2018)

Spotify stock falls on subscription pricing pressure. (May 3, 2018)

Spotify disappoints with in-line first-quarter subscriber numbers. (May 2, 2018)

Apple Watch sales remain draped in mystery. (May 2, 2018)

Apple services, wearables offset slowing iPhone sales. (May 2, 2018)

Apple beats March-quarter sales, earnings targets; Shares pop. (May 1, 2018)

Chip stocks notch solid gains after latest earnings reports. (May 1, 2018)

Monolithic Power Systems beats first-quarter sales, earnings targets. (April 30, 2018)

Spotify touted on Wall Street, called Netflix for music. (April 30, 2018)

Apple bears come out for iPhone maker’s second-quarter report. (April 30, 2018)

Apple supplier Broadcom warns of weak wireless chip sales. (April 30, 2018)

Photo: Spotify streaming music app (Spotify)

Saturday, April 28, 2018

Week in review: Microsoft, Intel, AMD, TI, Qualcomm earnings

The following is a roundup of my stories from

FANG stocks early winners in first-quarter earnings season. (April 27, 2018)

Intel stock jumps on first-quarter beat, but can’t hold gains. (April 27, 2018)

Microsoft tops March-quarter views on cloud computing strength. (April 26, 2018)

Intel stock leaps on first-quarter earnings beat, raised guidance. (April 26, 2018)

Samsung provides more evidence of weak iPhone X sales. (April 26, 2018)

Chip stocks rally on strong earnings from AMD, others. (April 26, 2018)

Chip-gear firm Entegris posts beat-and-raise quarterly report. (April 26, 2018)

Chipmaker AMD jumps on first-quarter beat and raise. (April 25, 2018)

Qualcomm delivers better-than-expected March-quarter results. (April 25, 2018)

Apple faces “gloom and doom” ahead of March-quarter report. (April 25, 2018)

Chipmakers Silicon Labs, STMicro deliver upbeat quarterly reports. (April 24, 2018)

Texas Instruments stock jumps as chipmaker beats views. (April 24, 2018)

Apple stock falls for fifth straight day as Wall Street in “full panic mode.” (April 24, 2018)

Microsoft seen posting accelerated growth in earnings per share. (April 24, 2018)

Apple iPhone chip suppliers get price-target cuts amid production shifts. (April 24, 2018)

Apple iPhone buyers choosing older models in greater numbers. (April 23, 2018)

Facebook pushes back launch of smart speakers amid turmoil. (April 23, 2018)

Amazon looks to enter home robot market: report. (April 23, 2018)

Photo: Microsoft Surface notebook (Microsoft)

Saturday, April 21, 2018

Week in review: Netflix, Taiwan Semi, Lam Research earnings

The following is a roundup of my stories from

Chip stocks get a case of jitters as earnings season kicks off. (April 20, 2018)

Chip stocks struggle under weight of negative news. (April 20, 2018)

Apple stock gets price-target cut on iPhone sales weakness. (April 20, 2018)

Qualcomm stock pressured by China pushback on NXP deal. (April 19, 2018)

Taiwan Semiconductor warning hits chip stocks and Apple. (April 19, 2018)

Roku stock falls after Best Buy switches to Amazon smart TV software. (April 18, 2018)

ASML beats first-quarter views, but gross margin outlook disappoints. (April 18, 2018)

Lam Research stock slides on soft chip gear shipment guidance. (April 18, 2018)

Lam Research beats March-quarter targets, but stock falls late. (April 17, 2018)

Apple planning news subscription service based on recent acquisition. (April 17, 2018)

Intel stock nears buy point after price-target hike. (April 17, 2018)

Netflix stock jumps on earnings report as analysts struggle to keep up. (April 17, 2018)

Netflix smashes first-quarter subscriber target; stock jumps. (April 16, 2018)

Apple stock could face “sell the news” reaction to quarterly report. (April 16, 2018)

Photo: Netflix original series “Lost in Space.”

Saturday, April 14, 2018

Week in review: Netflix, chip stock earnings previews

The following is a roundup of my stories from

“Fortnite Battle Royale” not all negative for video game stocks. (April 13, 2018)

Nvidia stock price debated as short seller clashes with CNBC’s Jim Cramer. (April 13, 2018)

Netflix stock rises as skeptic throws in the towel. (April 13, 2018)

Broadcom stock buyback plan cheers Wall Street. (April 13, 2018)

GoPro jumps on possible takeover interest from Chinese firm. (April 12, 2018)

Data storage key link in emerging data-centered computing cycle. (April 12, 2018)

First-quarter PC data positive for HP, Microsoft, but negative for Apple. (April 12, 2018)

ASML, Lam Research, Taiwan Semiconductor kick off chip earnings season. (April 12, 2018)

Apple Music passes 40 million subscribers, spooking Spotify investors. (April 11, 2018)

Netflix seen beating Wall Street’s first-quarter estimates. (April 11, 2018)

Chip stocks rally, lifting Nvidia, Micron Technology, other leaders. (April 10, 2018)

Netflix stock nabs 4 price-target hikes as earnings loom. (April 10, 2018)

Intel, Lam Research get price-target hikes as chip stocks deemed oversold (April 9, 2018)

Expectations “subdued” for this year’s Apple iPhone models. (April 9, 2018)

Photo: Netflix original series “Lost in Space” (Netflix)

Saturday, April 7, 2018

Week in review: Apple might switch to its own chips for Macs

The following is a roundup of my stories from

Artificial intelligence becoming top corporate spending priority. (April 6, 2018)

Netflix bidding for L.A. billboard company to tout its movies, shows. (April 6, 2018)

Micron, Texas Instruments hit with sells as broker starts coverage. (April 5, 2018)

Apple could boost share buybacks, dividends by $100 billion. (April 5, 2018)

Netflix stock recovers from lows, returns to 50-day moving average. (April 4, 2018)

Free “Fortnite” disrupts the market for video game publishers. (April 4, 2018)

Adobe Systems seen bumping heads with (April 3, 2018)

Apple Mac chip switch’s impact on Intel overblown, analysts say. (April 3, 2018)

Intel stock hit by report Apple switching to own chips for Macs. (April 2, 2018)

Apple iPhone customers choosing cheaper handsets, analyst says. (April 2, 2018)

Netflix stock falls below key trading level as bears maul bulls. (April 2, 2018)

Microsoft gets big price-target hike; Adobe downgraded. (March 26, 2018)

Nvidia, AMD pinched by cryptocurrency mining competition. (March 26, 2018)

Photo: Chicago students learning to code on Mac laptop. (Apple)