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

Saturday, February 24, 2018

Week in review: Roku, HP, Garmin, Zebra, Universal Display earnings

The following is a roundup of my stories from

Apple spring product launches could include charging mat, new AirPods. (Feb. 23, 2018)

HP Inc. stock gets price-target hikes on beat-and-raise report. (Feb. 23, 2018)

Universal Display stock falls as OLED market “takes a breather.” (Feb. 23, 2018)

Universal Display beats fourth-quarter views, but stock falls on outlook. (Feb. 22, 2018)

HP Inc. stock soars on first-quarter beat, raised guidance. (Feb. 22, 2018)

Broadcom could buy these 5 chipmakers if Qualcomm bid fails. (Feb. 22, 2018)

Roku stock tumbles as it faces “mile-high expectations.” (Feb. 22, 2018)

Zebra Technologies stock soars on fourth-quarter earnings report. (Feb. 22, 2018)

Roku earnings top, but streaming IPO crashes on revenue guidance. (Feb. 21, 2018)

Global esports revenue forecast to top $905 million in 2018. (Feb. 21, 2018)

Apple OLED-screen iPhone production plans shrinking. (Feb. 21, 2018)

Netflix subscriber survey shows willingness to absorb higher pricing. (Feb. 21, 2018)

Garmin stock drops despite fourth-quarter beat-and-raise report. (Feb. 21, 2018)

Broadcom trims its offer for Qualcomm after NXP deal. (Feb. 21, 2018)

Universal Display upgraded to buy ahead of earnings. (Feb. 20, 2018)

Qualcomm raises bid for NXP, could scuttle Broadcom takeover. (Feb. 20, 2018)

Photo: LG unveils an 88-inch 8K OLED television ahead of CES 2018. (LG Display)

Saturday, February 17, 2018

Week in review: Universal Display-Samsung deal, Applied Materials earnings

The following is a roundup of my stories from

Qualcomm spurns Broadcom’s $121 billion marriage proposal. (Feb. 16, 2018)

Universal Display slips as client Samsung deals with surplus. (Feb. 16, 2018)

Monotype earnings report provides font of good news. (Feb. 16, 2018)

Netflix stock gets price-target hike on widening competitive moat. (Feb. 15, 2018)

Apple stock rises as Berkshire Hathaway increases its stake. (Feb. 15, 2018)

Applied Materials results mulled by skeptical investors. (Feb. 15, 2018)

Applied Materials delivers first-quarter beat, raised outlook. (Feb. 14, 2018)

AI, cloud, Internet of Things seen driving chip sales in 2018. (Feb. 14, 2018)

Netflix rises on latest content coup, price-target hike. (Feb. 14, 2018)

OLED specialist Universal Display gets bump from Samsung deal. (Feb. 14, 2018)

Esports channel Twitch draws more viewers than CNN. (Feb. 13, 2018)

Apple entering post-supercycle era, but iPhone installed base still growing. (Feb. 13, 2018)

Ichor Holdings upgraded to strong buy; Veeco rallies on earnings report. (Feb. 13, 2018)

Netflix stock showing strength amid market turmoil. (Feb. 12, 2018)

Applied Materials sales, earnings seen accelerating. (Feb. 12, 2018)

Apple shareholder meeting could provide clues to strategy. (Feb. 12, 2018)

Photo: Universal Display OLED materials.

Saturday, February 10, 2018

Week in review: Activision, Nvidia, Netgear, Take-Two earnings

The following is a roundup of my stories from

Activision Blizzard outguns Wall Street views for holiday-sales quarter. (Feb. 9, 2018)

Home automation firm Control4 sinks despite solid quarterly results. (Feb. 9, 2018)

Nvidia cheers investors; Qualcomm rejects sweetened takeover bid. (Feb. 9, 2018)

Networking gear firms ride cloud computing, AI growth trends. (Feb. 8, 2018)

Nvidia crushes fourth-quarter sales, earnings targets, guides higher. (Feb. 8, 2018)

Coherent tumbles as laser maker points to disappointing outlook. (Feb. 8, 2018)

Video game maker Take-Two slides on sales miss, guidance. (Feb. 8, 2018)

Chip-gear maker Ichor edges fourth-quarter earnings target. (Feb. 7, 2018)

Netgear plunges on earnings, IPO plans for security-camera business. (Feb. 7, 2018)

Skyworks beats views, Cirrus Logic disappoints, Micron guides up. (Feb. 6, 2018)

Broadcom, Qualcomm seen losing content in next iPhones. (Feb. 5, 2018)

ON Semiconductor stock falls despite upbeat fourth-quarter report. (Feb. 5, 2018)

Broadcom raises bid for Qualcomm, calls it “best and final offer.” (Feb. 5, 2018)

Photo: Netgear Arlo home security camera.

Saturday, February 3, 2018

Week in review: Apple, Microsoft, EA, AMD earnings

The following is a roundup of my stories from

Apple stock plunges as investors digest weak iPhone sales, guidance. (Feb. 2, 2018)

Apple Watch mystery: How many sold in the holiday quarter? (Feb. 2, 2018)

IPhone chip suppliers pressured by Apple’s quarterly report. (Feb. 2, 2018)

Apple beats December-quarter views, guides lower for March quarter. (Feb. 1, 2018)

Take-Two Interactive Software gunned down by Wild West game delay. (Feb. 1, 2018)

Qorvo stock rockets on Apple contract win, Broadcom slips. (Feb. 1, 2018)

Microsoft quarterly results impress analysts, but not investors. (Feb. 1, 2018)

Microsoft cloud business fuels December-quarter beat. (Jan. 31, 2018)

Electronic Arts breaks out on holiday-quarter report, outlook. (Jan. 31, 2018)

Apple stock downgraded; iPhone seen “hitting a plateau.” (Jan. 31, 2018)

Feeling chipper: Broadcom jumps on outlook, AMD pops on earnings. (Jan. 31, 2018)

Chipmaker AMD beats quarterly targets, guides higher. (Jan. 30, 2018)

Electronic Arts stock rises late on upbeat March-quarter guidance. (Jan. 30, 2018)

Netflix is getting more thumbs down for its original programs. (Jan. 30, 2018)

Esports business likely to frustrate investors: analyst. (Jan. 30, 2018)

Maxim Integrated shares drop as Renesas denies merger interest. (Jan. 30, 2018)

Chipmaker Maxim jumps on possible Renesas takeover. (Jan. 29, 2018)

Augmented reality glasses still 2-3 years from consumer market. (Jan. 29, 2018)

OLED display suppliers dim on lowered iPhone X prospects. (Jan. 29, 2018)

Take-Two seen getting boost from “Doomsday Heist.” (Jan. 29, 2018)

Apple cutting iPhone X production in half after disappointing sales: report (Jan. 29, 2018)

Photo: EA Sports “Madden NFL 18.”