Friday, April 26, 2019

Week in review: Microsoft, iRobot, Cadence, Xilinx, Texas Instruments earnings

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

Apple seen shifting focus from iPhone to dividends, share buybacks. (April 26, 2019)

Cypress Semiconductor focusing on high-growth auto, IoT chip markets. (April 26, 2019)

Intuit stock tumbles after tax season update disappoints. (April 26, 2019)

Intel earnings outlook sends chipmaker’s stock tumbling late. (April 25, 2019)

Cypress Semiconductor earnings beat target, sending stock up. (April 25, 2019)

Highflying chip stock Xilinx gets wings clipped after divisive earnings report. (April 25, 2019)

Entegris earnings beat Q1 views, but outlook disappoints. (April 25, 2019)

Microsoft sees blue skies ahead thanks to Azure cloud business. (April 25, 2019)

Microsoft earnings, sales top estimates on cloud strength in March quarter. (April 24, 2019)

Xilinx earnings miss Wall Street’s target, stock tanks late. (April 24, 2019)

Lam Research earnings, sales beat estimates for March quarter. (April 24, 2019)

Apple readies AirPods 3 as major rivals prepare to enter market. (April 24, 2019)

Texas Instruments earnings top target, but TI stock wavers on outlook. (April 23, 2019)

IRobot earnings beat views, but sales miss in first quarter. (April 23, 2019)

IBD Stock of the Day: iRobot fails to break out on earnings. (April 23, 2019)

Microsoft earnings growth seen slowing in March, June quarters. (April 23, 2019)

Cadence beats first-quarter targets, guides higher on AI, 5G trends. (April 22, 2019)

IBD Stock of the Day: Zendesk pulls back to 10-week line. (April 22, 2019)

5G wireless business has “room to grow” for hot chip stock Xilinx. (April 22, 2019)

Photo: Microsoft Store in New York City (Microsoft)

Friday, April 19, 2019

Week in review: Netflix earnings, Apple-Qualcomm legal settlement

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

IBD Stock of the Day: Keysight Technologies gets lift from 5G rollout. (April 18, 2019)

What are FANG stocks, and should you invest in them? (April 18, 2019)

Semiconductor companies: Where are they in the chip cycle? (April 18, 2019)

Semiconductor stocks to buy and watch during Q1 earnings season. (April 18, 2019)

Chip foundry TSMC hits buy point after first-quarter earnings beat. (April 18, 2019)

Netflix not worried about Apple, Disney, says it’s thrilled by competition. (April 17, 2019)

Apple-Qualcomm legal settlement seen as win-win scenario. (April 17, 2019)

ASML earnings top, but chip-gear maker guides lower. (April 17, 2019)

Netflix tops target for subscribers in March quarter, but forecast light. (April 16, 2019)

Apple, Qualcomm settle long-running royalty, patent dispute. (April 16, 2019)

Chip stocks not out of woods yet, sentiment cautious ahead of Q1 reports. (April 16, 2019)

Netflix earnings report overshadowed by competition from Apple, Disney. (April 15, 2019)

Photo: Netflix home screen (Netflix)

Saturday, April 13, 2019

Week in review: Disney+ unveiling rattles Netflix investors

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

Disney+ reveal knocks Netflix stock down as formidable rival takes shape. (April 12, 2019)

Consumers worried smart speakers spying on them, but ignore the risk. (April 11, 2019)

TurboTax maker Intuit gets big price-target hike ahead of tax filing day. (April 11, 2019)

Apple iPhone unit sales seen falling 12% this year; Stock rated neutral. (April 11, 2019)

Apple stock hit with sell rating on “subdued returns” for new services. (April 10, 2019)

Autodesk stock breaks out on fresh buy rating, positive industry outlook. (April 10, 2019)

Apple stock gets price-target hike as China demand recovers. (April 9, 2019)

Bonus! Twitter coverage of the Automate and ProMat conferences in Chicago:

Lots of warehouse automation systems on display at ProMat show in Chicago such as bin-picking robots from RightHand Robotics and Iam Robotics, and bin and pallet moving bots from InVia Robotics and Fetch Robotics. (April 9, 2019)

SoftBank company Boston Dynamics showing off pallet-unloading robot at ProMat show. (April 9, 2019)

Funny sign at ProMat show in Chicago: “CAUTION: Please don’t pet the robots” at Berkshire Grey booth. (April 9, 2019)

More action from the Automate show exhibit floor. (April 8, 2019)

No human wants a job putting cans in boxes. But Fanuc robots are ready to do the task. (April 8, 2019)

Here’s a Kawasaki robot palletizing dog food at Automate show. (April 8, 2019)

What do industrial robots do for fun? Apparently play music, based on the Kuka booth at Automate show in Chicago. (April 8, 2019)

Sparks flew on the Automate show floor today at McCormick Place in Chicago. (April 8, 2019)

The U.S. is No. 7 in robot density in manufacturing. It has 200 robots per 10,000 employees. South Korea is No. 1 with 710 robots per 10,000 workers, according to the International Federation of Robotics at Automate show in Chicago. (April 8, 2019)

At Automate show in Chicago, Robert Atkinson, president of the Information Technology and Innovation Foundation, predicted that a 2020 presidential candidate will propose a tax on industrial robots in the U.S. He said the bad idea is gaining traction. (April 8, 2019)

Zebra Technologies at ProMat show demonstrating its latest asset tracking technologies. (April 8, 2019)

Toyota has big showing at ProMat show at front of exhibit hall in Chicago with divisions: Toyota Material Handling, Vanderlande, Bastian Solutions and Raymond. (April 8, 2019)

A few more photos from Toyota’s booths at ProMat show. (April 8, 2019)

Cognex at ProMat show in Chicago showing off its latest machine vision systems, software and sensors used in automated manufacturing. (April 8, 2019)

Photo: Disney+ presentation slide. (Disney)

Saturday, April 6, 2019

Week in review: Autodesk, Kornit climb; Internet of Things to boost chip stocks

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

Streaming video hub Roku downgraded on valuation concerns. (April 4, 2019)

Textile printer maker Kornit hits record high on price-target hike. (April 4, 2019)

IBD Stock of the Day: Autodesk climbs following upbeat investor day. (April 3, 2019)

Apple might not have 5G iPhone out in 2020 as planned. (April 3, 2019)

Chip stocks jump on China trade talks, new buy ratings for Intel, AMD. (April 3, 2019)

Investors brace for tech earnings recession with first-quarter results. (April 3, 2019)

Kornit stock jumps as digital textile printer hires HP veteran. (April 2, 2019)

Walt Disney stock gets buy rating while Netflix, Roku rated neutral. (April 2, 2019)

Semiconductor companies: Where are they in the chip cycle? (April 2, 2019)

Internet of Things poised to propel semiconductor industry in 2019. (April 2, 2019)

What are FANG stocks, and should you invest in them? (April 2, 2019)

Roku stock gets price-target hike on streaming platform momentum. (April 1, 2019)

Photo: Kornit Digital Storm HD6 textile printer. (Kornit Digital)