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.”

Saturday, January 27, 2018

Week in review: Netflix, Intel, Logitech earnings

The following is a roundup of my stories from

Apple HomePod goes on sale, looks to put dent in smart speaker market. (Jan. 26, 2018)

Apple seen lowering expectations for March quarter. (Jan. 26, 2018)

Intel stock gets flurry of price-target hikes after earnings beat. (Jan. 26, 2018)

Maxim Integrated Products edges quarterly views, stock rises. (Jan. 25, 2018)

KLA-Tencor crushes December-quarter sales, earnings targets. (Jan. 25, 2018)

Intel beats fourth-quarter targets, offers cheery 2018 outlook. (Jan. 25, 2018)

Apple stock dips on continuing concerns over iPhone X sales. (Jan. 25, 2018)

Xilinx boosted by Bitcoin mining; STMicroelectronics tops views. (Jan. 25, 2018)

Lam Research stock jumps on beat-and-raise quarter. (Jan. 24, 2018)

Dolby Laboratories blasts off on December-quarter beat. (Jan. 24, 2018)

Netflix could top 200 million subscribers by 2020: analyst. (Jan. 24, 2018)

Apple stock drops on growing iPhone sales concerns. (Jan. 24, 2018)

Qualcomm slapped with antitrust fine; TI dips on growth concerns. (Jan. 24, 2018)

Texas Instruments tanks on in-line earnings, surprise tax charge. (Jan. 23, 2018)

Logitech beats quarterly views with gaming gear, mobile speakers. (Jan. 23, 2018)

Adobe Systems stock pops on raised 2018 earnings guidance. (Jan. 23, 2018)

AMD, Nvidia rise on Ethereum cryptocurrency mining. (Jan. 23, 2018)

Apple HomePod available Feb. 9 after missing holiday season. (Jan. 23, 2018)

Netflix fourth-quarter earnings report: 5 key takeaways. (Jan. 23, 2018)

Netflix stock jumps on big increase in new subscribers. (Jan. 22, 2018)

TI gets price-target hikes; Apple chip suppliers pressured. (Jan. 22, 2018)

Activision gets price-target hike on “Call of Duty: WWII” strength. (Jan. 22, 2018)

Apple stock hit with second downgrade in a week. (Jan. 22, 2018)

Photo: Netflix original movie “Bright.”

Saturday, January 20, 2018

Week in review: Apple foreign cash repatriation plans; ASML, Taiwan Semi earnings

The following is a roundup of my stories from

Netflix stock gets price-target hikes ahead of earnings report. (Jan. 19, 2018)

Apple iPhone X “end of life” predicted, production cuts seen. (Jan. 19, 2018)

Microsoft gets bullish report on cloud computing, cash return prospects. (Jan. 19, 2018)

Netgear stock continues winning streak, gets price-target hike. (Jan. 18, 2018)

Will 2018 be the year Netflix turns on the earnings spigot? (Jan. 18, 2018)

Chip-gear makers rise on Taiwan Semi earnings read-through. (Jan. 18, 2018)

Apple cash repatriation could spur acquisitions, investor returns. (Jan. 18, 2018)

Taiwan Semiconductor sees strong 2018 sales from cryptocurrency mining boom. (Jan. 18, 2018)

Qualcomm details go-it-alone strategy as Broadcom pursues buyout. (Jan. 17, 2018)

Apple to use foreign profits to fund U.S. jobs, manufacturing. (Jan. 17, 2018)

Apple stock downgraded on “lukewarm” iPhone sales; Shares rise. (Jan. 17, 2018)

Chip-gear stocks rock on upbeat ASML, Ichor reports. (Jan. 17, 2018)

Chip-gear maker ASML breaks out on earnings beat; Group jumps. (Jan. 17, 2018)

Apple stock notches record high, but can’t hold gains. (Jan. 16, 2018)

Netgear, Nvidia, Universal Display get post-CES bounce. (Jan. 16, 2018)

Applied Materials, Lam Research boosted by upgrades; ASML breaks out. (Jan. 16, 2018)

Photo: Apple Park visitors center. (Apple)

Sunday, January 14, 2018

Week in review: CES 2018 dominated by smart home tech

The following is a roundup of my stories from

Universal Electronics shifts to smart home from TV remotes. (Jan. 14, 2018)

Control4 not worried about do-it-yourself smart home gadgets. (Jan. 14, 2018)

Netgear stock jumps on strong CES 2018 showing. (Jan. 14, 2018)

GoPro drone demise offers opportunity for Mota Group. (Jan. 13, 2018)

Ride-hailing services could fuel dash cam sales in U.S. (Jan. 13, 2018)

Roomba maker iRobot wants to map homes for connected devices. (Jan. 13, 2018)

AR glasses: Coming soon to a face near you. (Jan. 12, 2018)

Google conquers CES with ubiquitous marketing for its voice assistant. (Jan. 12, 2018)

CES 2018 boosted these chip and technology suppliers. (Jan. 12, 2018)

Artificial intelligence, 5G wireless seen heralding new data age. (Jan. 11, 2018)

Companion robots, mechanical dogs grabbing attention at CES show. (Jan. 11, 2018)

Camera makers converge at CES to combat “porch pirates.” (Jan. 10, 2018)

Amazon seeks “Star Trek” level conversations for Alexa assistant. (Jan. 10, 2018)

Roku’s chief wants to keep the momentum rolling in 2018. (Jan. 9, 2018)

Intel CEO confronts chip security flaws as AMD fixes raise issues. (Jan. 9, 2018)

Nvidia shares break out on autonomous car deals, can they stay up? (Jan. 8, 2018)

Amazon, Google jockey for spotlight at CES tech trade show. (Jan. 8, 2018)

Photo: Netgear Arlo home security camera. (Netgear)

Saturday, January 6, 2018

Week in review: Intel chip flaws, CES previews

The following is a roundup of my stories from

Smart speakers to emerge as “Trojan horse” at CES 2018. (Jan. 5, 2018)

Intel reports “significant progress” in patching chip security flaws. (Jan. 5, 2018)

Augmented reality to get bigger stage at CES 2018. (Jan. 5, 2018)

Roku stock dips after Morgan Stanley downgrades it on valuation. (Jan. 4, 2018)

Intel pounded for second straight day on chip security issue. (Jan. 4, 2018)

These chip stocks could get a bounce from CES 2018. (Jan. 3, 2018)

Roku extends service to home audio devices, previews assistant. (Jan. 3, 2018)

Netflix breaks out on “Bright” prospects for film, overall business. (Jan. 3, 2018)

Intel security flaw hits chip giant; AMD shares get boost. (Jan. 3, 2018)

Netflix is “miles ahead” of rivals, analyst says; stock soars. (Jan. 2, 2018)

Nvidia, other chip winners seen repeating successes in 2018. (Jan. 2, 2018)

Could Apple become a $1 trillion market cap stock in 2018? (Jan. 2, 2018)

Photo: Intel processors (Intel)