Saturday, October 31, 2020

Week in review: Apple, Spotify earnings; major semiconductor deals


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

Monolithic Power Systems, IBD Stock of the Day, is getting charged up. (Oct. 30, 2020)

Apple stock divides Wall Street, drops after earnings report. (Oct. 30, 2020)

Apple tops September-quarter views, but AAPL stock drops. (Oct. 29, 2020)

Activision Blizzard beats third-quarter targets, guides only slightly higher. (Oct. 29, 2020)

Netflix stock jumps as video streamer hikes U.S. subscription prices. (Oct. 29, 2020)

Marvell buying Inphi amid flurry of semiconductor acquisitions. (Oct. 29, 2020)

Spotify beats targets for new subscribers in Q3, but sales, earnings miss. (Oct. 29, 2020)

Chip-gear maker KLA beats September-quarter targets, guides up. (Oct. 28, 2020)

Microsoft smashes September-quarter targets on cloud strength. (Oct. 27, 2020)

Covid-19 pandemic will drive these tech changes in 2021. (Oct. 27, 2020)

AMD buying Xilinx for $35 billion to expand data center business. (Oct. 27, 2020)

Apple might skip holiday-quarter guidance with earnings report. (Oct. 26, 2020)

Evergreen stories:

Is Netflix stock a buy right now? Here’s what IBD charts show. (Oct. 27, 2020)

Is Apple stock a buy right now? Here’s what its stock chart shows. (Oct. 27, 2020)

Photo: Apple’s iPhone 12 goes on sale in Singapore on Oct. 23, 2020. (Apple)

Saturday, October 24, 2020

Week in review: Intel, Lam Research, Logitech, Netflix, Teradyne, TI earnings


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

Automotive voice assistant leader Cerence holds off rivals. (Oct. 23, 2020)

Intel stock drops late as chipmaker’s data-center sales disappoint. (Oct. 22, 2020)

Wireless carrier promotions seen boosting Apple iPhone 12 sales. (Oct. 22, 2020)

Chip materials supplier Entegris delivers beat-and-raise quarter. (Oct. 22, 2020)

Lam Research clears September-quarter earnings hurdles, but stock falls. (Oct. 21, 2020)

Teradyne stock nears buy point on upbeat third-quarter earnings news. (Oct. 21, 2020)

Netflix stock falls as Covid-fueled growth slows in third quarter. (Oct. 21, 2020)

Netflix whiffs on third-quarter earnings as subscriber growth slows. (Oct. 20, 2020)

Texas Instruments sales return to growth after seven down quarters. (Oct. 20, 2020)

Logitech stock soars on second round of work-from-home tech sales. (Oct. 20, 2020)

Corsair Gaming, IBD Stock of the Day, posts high score amid esports boom. (Oct. 20, 2020)

Intel’s sale of Nand memory chip unit called good news for industry. (Oct. 20, 2020)

Intel nearing deal to sell memory-chip unit to SK Hynix: report. (Oct. 19, 2020)

Cadence Design Systems beats third-quarter goals, guides higher. (Oct. 19, 2020)

Corsair Gaming stock called a play on esports, PC gaming growth. (Oct. 19, 2020)

Photo: Gregory Bryant, Intel executive vice president and general manager of the Client Computing Group, holds an 11th Gen Intel Core processor with Intel Iris Xe graphics for the Intel global launch event on Sept. 2, 2020. (Intel)

Saturday, October 17, 2020

Week in review: Apple iPhone 12 debuts; TSMC, ASML earnings


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

Gaming, data centers seen providing third-quarter upside for AMD. (Oct. 16, 2020)

Product shortages, economy dampen holiday consumer electronics outlook. (Oct. 16, 2020)

U.S.-China trade war hobbles China’s semiconductor industry ambitions and rattles stocks. (Oct. 16, 2020)

Roku stock downgraded while Netflix stock gets price-target hikes. (Oct. 15, 2020)

Taiwan Semiconductor tops third-quarter earnings target on 5G lift. (Oct. 15, 2020)

Is Apple stock a buy after company’s iPhone 12 launch event? (Oct. 15, 2020)

Netflix, IBD Stock of the Day, hits buy point ahead of earnings report. (Oct. 14, 2020)

Chip gear maker ASML beats third-quarter targets, gives in-line outlook. (Oct. 14, 2020)

Apple introduces 5G iPhone 12 handsets, HomePod Mini speaker. (Oct. 13, 2020)

Unity Software called “proven success story” as analysts initiate coverage. (Oct. 13, 2020)

Apple iPhone 12 launch event to answer these burning questions. (Oct. 12, 2020)

Photo: Apple iPhone 12 smartphones. (Apple)

Saturday, October 10, 2020

Week in review: AMD, Nvidia chip announcements


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

Xilinx stock rockets as AMD reportedly eyes acquisition. (Oct. 9, 2020)

AMD targets PC gamers, content creators with new desktop processors. (Oct. 8, 2020)

Taiwan Semiconductor news brightens outlook for chip earnings season. (Oct. 8, 2020)

Fastly, IBD Stock of the Day, nears buy point on the need for speed. (Oct. 7, 2020)

Netflix seen dominating streaming video market for foreseeable future. (Oct. 7, 2020)

Apple set to kick off 5G era with iPhone 12 launch next week. (Oct. 6, 2020)

Big Tech stocks fall on House report threatening antitrust action. (Oct. 6, 2020)

Nvidia declares “Age of AI,” details copious advancements. (Oct. 5, 2020)

Photo: Nvidia data processing unit (Nvidia)

Saturday, October 3, 2020

Week in review: Micron earnings, streaming wars fallacy


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

Twilio wows Wall Street with long-range sales growth forecast. (Oct. 2, 2020)

Activision stock drops as publisher delays key video game release. (Oct. 2, 2020)

Apple iPhone sales could get lift as Huawei smartphone production stalls. (Oct. 1, 2020)

Streaming wars likely a fallacy, as Netflix, other leaders hold strong. (Sept. 30, 2020)

Micron Technology beats quarterly targets but gives weak guidance. (Sept. 29, 2020)

Elevated chip design activity bodes well for these two software stocks. (Sept. 29, 2020)

Chip gear stocks shake off latest U.S. trade action against China. (Sept. 28, 2020)

Netflix seen raising prices in near to midterm: analyst. (Sept. 28, 2020)

Photo: Micron at Nasdaq in May 2020. (Micron)