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)

Saturday, March 24, 2018

Week in review: Micron earnings, ‘Fortnite’ popularity

The following is a roundup of my stories from

Apple hopes to win back education market with low-cost iPads. (March 23, 2018)

Veeva Systems seen hitting $1 billion sales ahead of schedule. (March 23, 2018)

Micron report offers positive data for chip-gear companies. (March 23, 2018)

Micron stock falls despite beat-and-raise quarterly report. (March 23 2018)

Micron beats second-quarter views, but shares fall late. (March 22, 2018)

As iPhone sales stall, this will drive Apple growth. (March 22, 2018)

Activision, EA, Take-Two pressured by “Fortnite” popularity. (March 22, 2018)

Micron earnings are next potential catalyst for its stock. (March 21, 2018)

IBD 50 chip-gear stock jumps after upbeat analyst day. (March 21, 2018)

Will China block Qualcomm-NXP deal in retaliation to U.S. trade moves? (March 21, 2018)

Can Apple services growth offset slowing iPhone business? (March 20, 2018)

Chip equipment merger getting mixed reviews from Wall Street. (March 20, 2018)

Apple display development news hits Universal Display shares. (March 19, 2018)

Photo: “Fortnite Battle Royale” (Epic Games)

Saturday, March 17, 2018

Week in review: Adobe, Broadcom earnings; Trump nixes chip deal

The following is a roundup of my stories from

Electronic Arts stock flirts with buy point, retreats. (March 16, 2018)

Apple supply chain checks point to disappointing HomePod sales. (March 16, 2018)

Adobe spikes to record high on beat-and-raise quarterly report. (March 16, 2018)

Broadcom sales take a hit with Apple iPhone production slowdown. (March 16, 2018)

Adobe Systems crushes first-quarter views, shares rise late. (March 15, 2018)

Broadcom tops first-quarter targets, gives in-line sales guidance. (March 15, 2018)

Two IBD 50 chip stocks get fresh buy recommendations. (March 15, 2018)

Netflix said to seek news content, gets a price-target hike. (March 14, 2018)

Broadcom earnings in focus after Qualcomm bid withdrawal. (March 14, 2018)

Nvidia early winner in esports boom; Video game publishers to follow. (March 13, 2018)

Apple stock touches another record, helped by services business. (March 13, 2018)

What’s next for Broadcom now that Trump’s nixed Qualcomm buy? (March 13, 2018)

Netflix stock pressured by short-seller Citron after huge run-up. (March 12, 2018)

New Spielberg movie could boost virtual-reality adoption. (March 12, 2018)

Micron leads chip stocks higher; Analog Devices, Microchip Tech break out. (March 12, 2018)

Broadcom accelerates move to U.S. headquarters amid Qualcomm drama. (March 12, 2018)

Photo: Adobe CEO Shantanu Narayen speaks at Adobe Max 2017 conference. (Adobe)

Saturday, March 10, 2018

Week in review: Netflix courts Barack Obama for TV show

The following is a roundup of my stories from

Netflix hits record high as video streamer pursues Barack Obama for show. (March 9, 2018)

Popular free-to-play game seen impacting Activision, other major publishers. (March 9, 2018)

Apple investor focus shifts to capital return plans. (March 9, 2018)

Marvell Technology edges fourth-quarter sales, earnings views. (March 8, 2018)

Control4 stock upgraded to buy on smart-home prospects. (March 8, 2018)

Microchip stock upgraded to buy; Micron gets price-target hike. (March 8, 2018)

Netflix momentum seen continuing as stock gets price-target hike. (March 8, 2018)

Lam Research cheers investors with capital return plan, business goals. (March 7, 2018)

Apple iPhone X sales bitten by Year of the Dog in China. (March 7, 2018)

Autodesk gaps up to buy point as cloud shift shows up in results. (March 7, 2018)

Netflix stock downgraded on valuation; Analyst calls top. (March 7, 2018)

Nvidia seen fending off rival artificial-intelligence chips. (March 6, 2018)

Broadcom buyout of Qualcomm looking doubtful after federal probe. (March 6, 2018)

Netflix gets price-target hike as stock hits record highs. (March 6, 2018)

Apple HomePod sales mediocre, iPhone X sales weak, analysts say. (March 5, 2018)

Micron stock breaks out ahead of fiscal second-quarter earnings. (March 5, 2018)

Netflix stock hits record high after winning documentary Oscar. (March 5, 2018)

Microchip purchase of Microsemi gets thumbs up from Wall Street. (March 5, 2018)

Broadcom cries foul as Qualcomm delays shareholder vote on takeover (March 5, 2018)

Photo: President Barack Obama.

Saturday, March 3, 2018

Week in review: Samsung Galaxy S9 debuts, Microchip buying Microsemi

The following is a roundup of my stories from

Microchip Technology to acquire Microsemi in $10 billion-plus deal. (March 1, 2018)

Analog Devices stock gets price-target hikes, but continues falling. (March 1, 2018)

Apple grabs lead in wearable devices as Fitbit’s share fades. (March 1, 2018)

Best Buy stock jumps on holiday-quarter beat, full-year guidance. (March 1, 2018)

Apple rakes in 87% of smartphone profits, but 18% of unit sales. (Feb. 28, 2018)

Adobe Systems stock gets price-target hike ahead of earnings report. (Feb. 28, 2018)

Analog Devices beats first-quarter targets, guides higher. (Feb. 28, 2018)

Smartphone market dipped for first time in 2017, but hasn’t peaked yet. (Feb. 27, 2018)

Apple “on yellow brick road” to $1 trillion market cap. (Feb. 27, 2018)

Broadcom accuses Qualcomm of “engagement theater” in takeover talks. (Feb. 26, 2018)

Earnings report helps HP stock to gains and an upgrade. (Feb. 26, 2018)

Samsung Galaxy S9 smartphones take aim at Apple iPhone X. (Feb. 26, 2018)

Photo: Samsung Galaxy S9 Plus smartphones