Saturday, July 28, 2018

Week in review: Qualcomm-NXP deal off; AMD, EA Intel, Spotify earnings

The following is a roundup of my stories from Investors.com.

IoT is here: Internet of Things eclipses the internet of people. (July 27, 2018)

Video game stocks catch cold after Electronic Arts sneezes. (July 27, 2018)

Apple earnings: Catalyst to $1 trillion market cap? (July 27, 2018)

Intel delivers beat-and-raise quarterly report, but shares fall late. (July 26, 2018)

Spotify stock surges to record high on second-quarter subscriber gain. (July 26, 2018)

Monolithic Power Systems matches Wall Street’s earnings target. (July 25, 2018)

Chipmaker AMD beats second-quarter goals, stock jumps. (July 25, 2018)

China scuttles Qualcomm-NXP deal by withholding approval. (July 25, 2018)

Silicon Laboratories, STMicroelectronics edge quarterly views. (July 25, 2018)

Photo: Qualcomm wireless chips (Qualcomm)

Saturday, July 21, 2018

Week in review: Netflix, Microsoft, TSMC, ASML earnings

The following is a roundup of my stories from Investors.com.

Spotify stock gets price-target hikes ahead of earnings report. (July 20, 2018)

Netflix subscribers upgrading to premium service tier. (July 20, 2018)

Microsoft stock carves record high on June-quarter earnings beat. (July 20, 2018)

Microsoft cloud services drive June-quarter sales, earnings beat. (July 19, 2018)

Skyworks Solutions stock jumps on fiscal third-quarter beat. (July 19, 2018)

Netflix stock falls on possible Walmart streaming video service. (July 19, 2018)

Microchip Technology, ON Semiconductor initiated with buy ratings. (July 19, 2018)

Chipmaker TSMC cuts sales outlook on crypto, smartphone slowdown. (July 19, 2018)

Chipmaker Broadcom downgraded on rising strategic uncertainty. (July 18, 2018)

Chip gear maker ASML jumps on second-quarter beat. (July 18, 2018)

Texas Instruments CEO ousted over personal misconduct. (July 17, 2018)

Chipmaker Mellanox beats second-quarter sales, earnings views. (July 17, 2018)

Microsoft stock gets price-target hikes ahead of earnings report. (July 17, 2018)

Netflix stock dives on big subscriber miss, reduced outlook. (July 17, 2018)

Netflix misses second-quarter subscriber target; stock tumbles. (July 16, 2018)

Over half of Apple’s profit could come from services by 2025. (July 16, 2018)

Roku adds TV speakers to streaming video hardware lineup. (July 16, 2018)

Photo: Season two of “Marvel’s Luke Cage.” (Netflix)

Saturday, July 14, 2018

Week in review: Activision inks e-sports broadcast deal; Broadcom buys CA

The following is a roundup of my stories from Investors.com.

Apple R&D spending way up, but not much to show for it. (July 13, 2018)

Modest growth seen for Apple’s next-generation iPhones. (July 13, 2018)

Infosys quarterly earnings beat views, but revenue comes up short. (July 13, 2018)

Microsoft stock spikes to record high on earnings expectations. (July 12, 2018)

Netflix stock hit with downgrade ahead of earnings report. (July 12, 2018)

Analysts criticize Broadcom acquisition of CA Technologies. (July 12, 2018)

Broadcom to buy enterprise software firm CA for $18.9 billion. (July 11, 2018)

Activision signs esports broadcast deal with Disney for Overwatch League. (July 11, 2018)

Netflix earnings report next possible catalyst for stock. (July 11, 2018)

Streaming music leader Spotify notches record high on bullish views. (July 11, 2018)

Augmented reality seen boosting Apple revenue. (July 11, 2018)

Waymo could add way mo’ to Alphabet’s stock price. (July 10, 2018)

Spotify stock initiated at neutral, limited upside seen. (July 10, 2018)

Cloud computing giants taking bigger share of enterprise IT spending. (July 9, 2018)

Analyst turns positive on Baidu, cuts estimates for Alibaba, Tencent. (July 9, 2018)

Chip equipment stocks get price-target cuts on market slowdown. (July 9, 2018)

Photo: Overwatch League inaugural season. (Activision Blizzard)

Saturday, July 7, 2018

Week in review: U.S.-China trade war, Micron court loss

The following is a roundup of my stories from Investors.com.

Apple stock gets price-target hike on prospects for new iPhones. (July 6, 2018)

U.S.-China trade war seen having limited impact on tech firms. (July 6, 2018)

Lamb Weston stock gains on demand for french fries, potato products. (July 6, 2018)

Apple looking to brighten iPhone lineup with new colors. (July 5, 2018)

Micron says China injunction will impact only 1% of revenue. (July 5, 2018)

New Nvidia gaming processor coming soon to give sales a boost. (July 3, 2018)

Roku stock jumps on upgrade for ad-supported streaming. (July 3, 2018)

Micron stock drops on China court ruling to ban its memory chips. (July 3, 2018)

Survey underscores Netflix dominance in living room. (July 3, 2018)

Netflix stock seen as fairly valued ahead of likely solid earnings report. (July 2, 2018)

This chip stock is seen as artificial intelligence play, gets upgrade. (July 2, 2018)

Semiconductor equipment stocks hit with price-target cuts. (July 2, 2018)

Semiconductor stocks to consider when the time is right. (July 2, 2018)

Photo: Taiwan Semiconductor Manufacturing Co. fab. (TSMC)