Friday, December 31, 2021

Week in review: CES 2022 previews


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

AMD purchase of Xilinx delayed by Chinese regulators. (Dec. 31, 2021)

CES 2022: Electric vehicles, digital health, metaverse in focus. (Dec. 30, 2021)

Apple iPhone production seen rebounding in Q1 after Q4 decline. (Dec. 28, 2021)

Applied Materials, IBD Stock of the Day, called top pick for 2022. (Dec. 28, 2021)

In-person CES show will go on despite Covid surge, exhibitor dropouts. (Dec. 27, 2021)

Photo: CES arch inside the Las Vegas Convention Center for CES 2019. (CES)

Saturday, December 4, 2021

Week in review: Ambarella, GlobalFoundries earnings


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

What iPhone troubles? Apple may look to augmented reality in 2022. (Dec. 2, 2021)

Ambarella beats targets on brisk sales of computer vision chips. (Nov. 30, 2021)

Chipmaker GlobalFoundries posts surprise profit on in-line sales. (Nov. 30, 2021)

Photo: GlobalFoundries held its IPO on Oct. 28, 2021. (GlobalFoundries)

Saturday, November 27, 2021

Week in review: Best Buy, Dell, HP, Cerence, Autodesk earnings


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

Apple could launch augmented reality glasses in late 2022. (Nov. 26, 2021)

Dell, IBD Stock of the Day, gets lift from upbeat earnings report. (Nov. 24, 2021)

Dell, HP see PC sales rise as offices reopen after Covid. (Nov. 24, 2021)

Autodesk stock tumbles as design software firm sketches weak outlook. (Nov. 23, 2021)

Chipmaker Analog Devices delivers beat-and-raise quarterly report. (Nov. 23, 2021)

Best Buy beats third-quarter targets but gives soft holiday outlook. (Nov. 23, 2021)

Automotive production shortfalls weigh on software firm Cerence. (Nov. 22, 2021)

Photo: Best Buy associate with customer. (Best Buy)

Saturday, November 20, 2021

Week in review: Metaverse story drives Roblox stock


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

Roblox stock continues meteoric rise on metaverse story. (Nov. 19, 2021)

Intuit stock jumps as financial software firm crushes earnings targets. (Nov. 18, 2021)

Chip gear firm Applied Materials blames supply chain issues for sales miss. (Nov. 18, 2021)

Chipmaker Nvidia beats third-quarter goals on strong data-center sales. (Nov. 17, 2021)

Speaker maker Sonos delivers in-line sales, guides higher. (Nov. 17, 2021)

Apple, IBD Stock of the Day, breaks out amid holiday sales buzz. (Nov. 17, 2021)

Chipmaker Qualcomm charts path from smartphones, Apple. (Nov. 16, 2021)

Augmented reality won’t take off until Apple enters market, says Morgan Stanley. (Nov. 15, 2021)

Industrial automation stocks perk up amid record robot sales. (Nov. 15, 2021)

Evergreen stories:

Is Micron stock a buy amid strong memory-chip sales? (Nov. 14, 2021)

Is Intel stock a buy after chipmaker’s third-quarter earnings report? (Nov. 14, 2021)

Is Roku stock a buy after streaming platform’s Q3 report? (Nov. 13, 2021)

Is Netflix stock a buy after video streamer’s Q3 earnings report? (Nov. 13, 2021)

Photo: Nike created a virtual playground on Roblox called Nikeland. (Nike)

Saturday, November 13, 2021

Week in review: AMD, Nvidia hold dueling product events


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

Nvidia in record high territory as one analyst gets altitude sickness. (Nov. 12, 2021)

Cricut stock tumbles after crafting device maker misses goals. (Nov. 10, 2021)

AppLovin stock pops higher on big third-quarter sales beat. (Nov. 10, 2021)

FuboTV stock tumbles after sports-focused streamer posts bigger loss. (Nov. 9, 2021)

Unity Software beats third-quarter targets, buys Weta Digital. (Nov. 9, 2021)

Nvidia touts metaverse avatars, simulation technologies. (Nov. 9, 2021)

Roblox stock rockets after game firm reports strong third quarter. (Nov. 8, 2021)

AMD stock jumps on new data-center chips, Facebook win. (Nov. 8, 2021)

Evergreen stories:

Is AMD stock a buy after chipmaker’s third-quarter earnings report? (Nov. 12, 2021)

Is Microsoft stock a buy after software giant’s September-quarter report? (Nov. 12, 2021)

Is Apple stock a buy ahead of holiday shopping season? (Nov. 12, 2021)

Photo: AMD Chief Executive Officer Lisa Su discusses new Epyc server processors at a Nov. 8, 2021, event. (AMD)

Saturday, November 6, 2021

Week in review: Live-TV streaming, Roku earnings


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

Next target for streaming video services: sports, news. (Nov. 5, 2021)

These semiconductor stocks are surging on upbeat earnings news. (Nov. 5, 2021)

Nvidia stock soars on excitement for chipmaker’s metaverse strategy. (Nov. 4, 2021)

Synaptics stock jumps as chipmaker beats quarterly goals, guides up. (Nov. 4, 2021)

Chip gear maker Nova leaps over third-quarter estimates. (Nov. 4, 2021)

Take-Two crushes September-quarter goals but guides low for holiday season. (Nov. 3, 2021)

IBD 50 chipmaker SiTime surges higher on third-quarter beat. (Nov. 3, 2021)

Streaming video platform Roku misses third-quarter user target. (Nov. 3, 2021)

Tech services firm CDW beats earnings target but sales light. (Nov. 3, 2021)

Lattice Semiconductor tops third-quarter targets but signals slowing growth. (Nov. 2, 2021)

Zebra Technologies beats third-quarter goals, points higher. (Nov. 2, 2021)

Chipmaker Onsemi beats third-quarter targets, guides higher. (Nov. 1, 2021)

Evergreen stories:

Is Apple stock a buy ahead of holiday shopping season? (Nov. 1, 2021)

Photo: Roku billboard in Los Angeles. (Roku)

Saturday, October 30, 2021

Week in review: Metaverse buzz intensifies; Apple, Microsoft, AMD earnings


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

Is the metaverse just sci-fi hype or is it truly the next big thing for Facebook, Microsoft and Nvidia? (Oct. 29, 2021)

Freshworks, IBD Stock of the Day, hits buy point ahead of earnings report. (Oct. 29, 2021)

Supply-chain issues bite Apple, likely to get worse this quarter. (Oct. 29, 2021)

Apple misses sales target for September quarter, sending stock lower. (Oct. 28, 2021)

Top IPO stock Allegro MicroSystems beats quarterly goals but sales outlook misses. (Oct. 28, 2021)

Chipmaker MaxLinear lines up third-quarter beat-and-raise report. (Oct. 27, 2021)

Garmin trounces Q3 targets on aviation, marine device sales, but guides low. (Oct. 27, 2021)

Microsoft tops September-quarter estimates on cloud strength. (Oct. 26, 2021)

AMD stock in record high territory as data-center sales drive Q3 beat. (Oct. 26, 2021)

Covid-driven digital transformations color 2022 tech predictions. (Oct. 26, 2021)

Chip gear firm Entegris beats earnings target but sales light. (Oct. 26, 2021)

Cadence Design Systems delivers beat-and-raise third-quarter report. (Oct. 25, 2021)

Microsoft is best ESG company, checks boxes for environmental, social, governance. (Oct. 25, 2021)

Photo: Facebook changed its corporate name to Meta on Oct. 28, 2021. (Meta)

Saturday, October 23, 2021

Week in review: ASML, Intel, Lam Research, Netflix earnings


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

Chipmaker Intel crushes earnings target but sales, outlook miss. (Oct. 21, 2021)

Consumer electronics buyers seeing out-of-stock messages this holiday season (Oct. 21, 2021)

Lam Research tops earnings goal but sales, outlook light. (Oct. 20, 2021)

These stocks called unsung heroes of semiconductor industry growth. (Oct. 20, 2021)

Chip gear maker ASML beats on earnings but misses sales target. (Oct. 20, 2021)

Netflix hit “Squid Game” proves streamer can monetize global content. (Oct. 20, 2021)

Netflix beats subscriber target but profit outlook disappoints. (Oct. 19, 2021)

Apple unleashes new MacBooks, AirPods, low-cost Apple Music plan. (Oct. 18, 2021)

Photo: ASML equipment in shipping container (ASML)

Saturday, October 16, 2021

Week in review: Taiwan Semiconductor Q3 earnings report


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

Netflix looks for “Squid Game” subscriber boost. (Oct. 15, 2021)

Microsoft, IBD Stock of the Day, called “safety blanket” stock. (Oct. 14, 2021)

Taiwan Semiconductor beats Q3 earnings target, guides higher. (Oct. 14, 2021)

iPhone shortages seen crimping Apple’s holiday sales. (Oct. 13, 2021)

IBD Stock of the Day AMD surges on release of new PC graphics cards. (Oct. 13, 2021)

Apple schedules second fall product launch with new Macs, AirPods due. (Oct. 12, 2021)

Semiconductor stocks in for volatile earnings season. (Oct. 12, 2021)

Photo: Taiwan Semiconductor wafers (TSMC)

Saturday, October 9, 2021

Week in review: Ambarella, Apple, Microsoft, Marvell, Netflix in spotlight


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

Taiwan Semiconductor sales get lift from iPhone 13 chips. (Oct. 8, 2021)

IBD Stock of the Day Ambarella is making tracks in automotive market. (Oct. 7, 2021)

Computer-vision chips for self-driving cars to fuel Ambarella’s sales. (Oct. 7, 2021)

Chipmaker Marvell raises growth targets as data infrastructure business takes off. (Oct. 7, 2021)

Microsoft stands out in enterprise tech spending survey. (Oct. 6, 2021)

App Store likely bright spot for Apple’s September quarter. (Oct. 5, 2021)

Netflix stock riding high on “Squid Game” buzz. (Oct. 5, 2021)

Evergreen stories:

Is Roku stock a buy ahead of streaming platform’s Q3 report? (Oct. 3, 2021)

Is Netflix stock a buy before video streamer’s Q3 earnings report? (Oct. 3, 2021)

Is Apple stock a buy after iPhone 13 launch? (Oct. 3, 2021)

Is Microsoft stock a buy before software giant’s September-quarter report? (Oct. 3, 2021)

Is AMD stock a buy ahead of chipmaker’s third-quarter earnings report? (Oct. 3, 2021)

Is Intel stock a buy before chipmaker’s third-quarter earnings report? (Oct. 3, 2021)

Photo: The Netflix original series “Squid Game” from South Korea premiered on Sept. 17, 2021. (Netflix)

Saturday, October 2, 2021

Week in review: Netflix hit series ‘Squid Game’; Micron, Jabil earnings reports


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

Intuit pleases Wall Street with sales, earnings growth targets. (Oct. 1, 2021)

Netflix stock surges after fan event, “Squid Game” success. (Sept. 30, 2021)

Apple customers buying iPhone 13 for longer battery life, not 5G. (Sept. 29, 2021)

Contract manufacturer Jabil tops earnings target, but sales light. (Sept. 29, 2021)

Memory-chip maker Micron beats fiscal Q4 targets but outlook misses. (Sept. 28, 2021)

Amazon introduces new smart displays, fitness trackers, home robot. (Sept. 28, 2021)

Tech distributor TD Synnex posts disappointing fiscal third-quarter sales. (Sept. 28, 2021)

Best Buy seen profiting from new membership program. (Sept. 27, 2021)

Chipmaker AMD, IBD Stock of the Day, rebounds from short downtrend. (Sept. 27, 2021)

Evergreen stories:

Is Micron stock a buy as memory-chip market rises? (Oct. 1, 2021)

Photo: The Netflix original series “Squid Game” from South Korea premiered on Sept. 17, 2021. (Netflix)

Saturday, September 25, 2021

Week in review: DARPA Subterranean Challenge robotic competition


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

Robots scurry through underground scavenger hunt to advance technology. (Sept. 24, 2021)

Lidar stocks struggle as self-driving cars stuck in neutral. (Sept. 23, 2021)

Bonus Twitter coverage with photos:

The ANYmal quadrupedal robot from ETH Zurich topped rival Spot from Hyundai’s Boston Dynamics at DARPA’s SubT Challenge. Winning team Cerberus used ANYmal bots. (Sept. 24, 2021)

DARPA Subterranean Challenge winner Cerberus used lidar sensors from Velodyne Lidar and RoboSense Lidar for its ground robots and from Ouster and Velodyne for its aerial drones. (Sept. 24, 2021)

Congratulations to team Cerberus, winners of the DARPA Subterranean Challenge systems final in Louisville, Ky. (Sept. 24, 2021)

Winners of the DARPA Subterranean Challenge will be announced tomorrow. (Sept. 23, 2021)

Fun and informative visit to the DARPA SubT Challenge today. Lots of cool robot innovations. (Sept. 23, 2021)

DARPA Subterranean Challenge finals today in the Louisville Mega Cavern. Robots on the prowl deep underground. (Sept. 23, 2021)

Other news articles:

These semiconductor stocks called likely acquisition targets. (Sept. 22, 2021)

Adobe stock drops despite beat-and-raise quarterly report. (Sept. 21, 2021)

Brooks Automation sells chip gear business, scraps plan to split up. (Sept. 20, 2021)

Is the chip cycle peaking? Analysts debate semiconductor stocks. (Sept. 20, 2021)

Photo: ANYmal quadrupedal robot from ETH Zurich. (DARPA)

Friday, September 17, 2021

Week in review: Apple iPhone 13 introduction


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

These highflying chip stocks are supported by sustained tailwinds. (Sept. 17, 2021)

Can robots take the place of first responders when danger strikes? (Sept. 17, 2021)

Market research stocks fueling data-driven economy. (Sept. 17, 2021)

Microsoft stock showing strength ahead of Windows 11 release. (Sept. 16, 2021)

Apple iPhone 13, carrier promotions seen driving consumers to 5G. (Sept. 15, 2021)

Apple unveils iPhone 13, new watches at fall product launch event. (Sept. 14, 2021)

Applied Materials, IBD Stock of the Day, approaching buy point. (Sept. 14, 2021)

Intuit’s acquisition of Mailchimp will extend its small business reach. (Sept. 14, 2021)

Evergreen stories:

Is Apple stock a buy after iPhone 13 debut? (Sept. 15, 2021)

Is Netflix stock a buy before video streamer’s Q3 earnings report? (Sept. 15, 2021)

Is Roku stock a buy ahead of streaming platform’s Q3 report? (Sept. 15, 2021)

Photo: Apple’s iPhone 13 Pro and Pro Max smartphones. (Apple)

Saturday, September 11, 2021

Week in review: Facebook smart glasses, Apple App Store verdict, new iRobot Roomba


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

Court ruling delivers major setback to Apple’s App Store business. (Sept. 10, 2021)

Analysts bullish on iPhone 13 prospects thanks to carrier promotions. (Sept. 10, 2021)

Entegris, IBD Stock of the Day, nears buy point amid surging chip gear sales. (Sept. 10, 2021)

The rise of streaming video brings new TV programming gatekeepers. (Sept. 9, 2021)

Facebook enters smart glasses market with Ray-Ban eyewear. (Sept. 9, 2021)

New iRobot Roomba vacuum will steer clear of cables, pet waste. (Sept. 9, 2021)

Apple will see minimal financial impact from App Store changes: analysts. (Sept. 8, 2021)

Apple sets fall product launch event with iPhone 13, Apple Watch 7 due. (Sept. 7, 2021)

Netflix stock surges ahead of busy schedule of new content releases. (Sept. 7, 2021)

Evergreen stories:

Is Apple stock a buy ahead of iPhone 13 launch? (Sept. 7, 2021)

Photo: Facebook smart glasses from Ray-Ban (Facebook)

Saturday, September 4, 2021

Week in review: Amazon branded TV, Broadcom earnings, Apple App Store concessions


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

DocuSign, IBD Stock of the Day, draws bullish chart pattern. (Sept. 3, 2021)

Amazon plans for branded television pressure Roku, Vizio shares. (Sept. 3, 2021)

Chipmaker Broadcom easily tops quarterly targets, sees momentum continuing. (Sept. 2, 2021)

Why Apple had to make another App Store concession, and could face more. (Sept. 2, 2021)

Netflix stock nears buy point as “Seinfeld” release date announced. (Sept. 1, 2021)

Chipmaker Ambarella’s shift to AI-based computer vision taking hold. (Sept. 1, 2021)

Apple, Google app stores face major challenge over payments in South Korea. (Aug. 31, 2021)

Internet of Things chipmaker Synaptics snaps up DSP in diversification push. (Aug. 30, 2021)

Photo: Amazon Fire TV with Amazon Prime Video (Amazon)

Saturday, August 28, 2021

Week in review: Autodesk, Best Buy, Dell, HP, Intuit, Marvell Technology earnings


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

Dell tops quarterly targets on strong PC sales but enterprise gear lags. (Aug. 26, 2021)

Chipmaker Marvell Technology beats second-quarter views, but stock drops. (Aug. 26, 2021)

Autodesk stock falls after design software firm posts in-line sales. (Aug. 25, 2021)

Taiwan Semiconductor raising prices amid heightened chip demand. (Aug. 25, 2021)

Financial software firm Intuit trounces quarterly targets, gives robust outlook. (Aug. 24, 2021)

IBD 50 chipmaker SiTime delivers accelerating sales, earnings growth. (Aug. 24, 2021)

Retailer Best Buy smashes second-quarter earnings target, guides higher. (Aug. 24, 2021)

Apple iPhone sales remain strong despite looming new handset launch. (Aug. 23, 2021)

China clears Analog Devices-Maxim deal, lifting semiconductor stocks. (Aug. 23, 2021)

Photo: Dell Technologies sign (Dell)

Saturday, August 21, 2021

Week in review: Nvidia, Synopsys, Analog Devices earnings


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

Unity Software, IBD Stock of the Day, rallies off key support level. (Aug. 20, 2021)

Adobe, Microsoft advance as Wall Street applauds strategic moves. (Aug. 20, 2021)

Chip gear maker Applied Materials blows past quarterly targets. (Aug. 19, 2021)

Nvidia, IBD Stock of the Day, impresses with accelerating data center sales. (Aug. 19, 2021)

Graphics-chip maker Nvidia tops quarterly views as gaming sales soar. (Aug. 18, 2021)

Chip design software firm Synopsys beats quarterly targets, points higher. (Aug. 18, 2021)

Chipmaker Analog Devices posts beat-and-raise report, but growth slowing. (Aug. 18, 2021)

Evergreen stories:

Is Microsoft stock a buy after software giant’s June-quarter earnings report? (Aug. 20, 2021)

Is Apple stock a buy after its June-quarter earnings report? (Aug. 20, 2021)

Is Micron stock a buy as memory-chip market rises? (Aug. 15, 2021)

Is Intel stock a buy after chipmaker’s second-quarter earnings report? (Aug. 14, 2021)

Is AMD stock a buy after chipmaker’s second-quarter earnings report? (Aug. 14, 2021)

Photo: Nvidia Fleet Command offering. (Nvidia)

Saturday, August 14, 2021

Week in review: Cricut, Cerence, FuboTV, Sonos, Kornit Digital, Unity Software earnings


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

Unity Software marches toward profitability; Stock extends breakout. (Aug. 13, 2021)

Crafting device maker Cricut plummets amid slowing growth woes. (Aug. 12, 2021)

Micron stock downgraded; Semiconductor stocks fall as sentiment turns. (Aug. 12, 2021)

Online lottery games firm NeoGames misses second-quarter earnings target. (Aug. 11, 2021)

Music speaker maker Sonos blasts loud quarterly beat. (Aug. 11, 2021)

Sports-centric live TV streamer FuboTV scores big second-quarter beat. (Aug. 10, 2021)

Highflying textile printer maker Kornit Digital posts upbeat second-quarter report. (Aug. 10, 2021)

Apple, IBD Stock of the Day, holds tight after upbeat earnings report. (Aug. 9, 2021)

Automotive voice assistant leader Cerence drives past quarterly targets. (Aug. 9, 2021)

Evergreen stories:

Is Netflix stock a buy after video streamer’s June-quarter earnings report? (Aug. 11, 2021)

Is Apple stock a buy after its June-quarter earnings report? (Aug. 11, 2021)

Is Roku stock a buy as company streams former Quibi shows? (Aug. 11, 2021)

Photo: Cricut Maker device with crafts. (Cricut)

Saturday, August 7, 2021

Week in review: Roku, Take-Two, Zebra earnings


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

Video game stocks hit by “The Great Reopening” after Covid. (Aug. 6, 2021)

Why ASML is the most important company you’ve never heard of. (Aug. 6, 2021)

Apple investor focus shifts to iPhone 13 launch. (Aug. 5, 2021)

Roku stock drops as streaming video platform misses user target. (Aug. 4, 2021)

Lattice Semiconductor delivers upbeat second-quarter earnings report. (Aug. 3, 2021)

Zebra Technologies races past Wall Street’s second-quarter targets. (Aug. 2, 2021)

Take-Two Interactive Software beats quarterly targets, but outlook misses. (Aug. 2, 2021)

Chip gear maker Ultra Clean Holdings posts beat-and-raise quarter. (Aug. 2, 2021)

Evergreen stories:

Is Apple stock a buy after its June-quarter earnings report? (Aug. 6, 2021)

Is Netflix stock a buy after video streamer’s June-quarter earnings report? (Aug. 6, 2021)

Photo: Roku remote control in popcorn. (Roku)

Saturday, July 31, 2021

Week in review: Apple, AMD, Microsoft, Garmin, Logitech, Spotify, Qualcomm earnings


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

Survey reveals which tech companies consumers trust the most; Where do Netflix, Facebook, Google, Amazon and Apple stand? (July 30, 2021)

Chip gear maker KLA tops June-quarter goals, gooses outlook. (July 29, 2021)

Chipmaker Skyworks Solutions narrowly beats quarterly targets. (July 29, 2021)

Chip gear maker Lam Research tops June-quarter targets. (July 28, 2021)

Qualcomm stock jumps on June-quarter beat-and-raise report. (July 28, 2021)

Music streaming leader Spotify says pandemic nicked user growth. (July 28, 2021)

Consumer electronics firm Garmin smashes second-quarter estimates. (July 28, 2021)

Apple’s iPhone supercycle is real and it’s spectacular. (July 28, 2021)

Apple crushes June-quarter targets on strong iPhone sales. (July 27, 2021)

Microsoft beats June-quarter targets, gives rosy outlook. (July 27, 2021)

Chipmaker AMD clears Wall Street’s second-quarter hurdles. (July 27, 2021)

Chip gear firm Entegris beats targets, notes improving market. (July 27, 2021)

Logitech trounces quarterly views on brisk webcam, gaming device sales. (July 27, 2021)

Cadence Design Systems beats second-quarter goals, guides higher. (July 26, 2021)

SentinelOne, IBD Stock of the Day, jumps on praise from Wall Street. (July 26, 2021)

Apple stock pricing in June-quarter beat, strong iPhone 13 launch. (July 26, 2021)

Evergreen stories:

Is Apple stock a buy after its June-quarter earnings report? (July 30, 2021)

Photo: Apple Tower Theatre retail store in Los Angeles opened on June 24, 2021. (Apple)

Saturday, July 24, 2021

Week in review: Electric scooter resurgence; Netflix, ASML, Intel, Texas Instruments earnings


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

Consumers get another kick from electric scooters this summer. (July 23, 2021)

Roku, IBD Stock of the Day, hits buy point in heavy volume trading. (July 23, 2021)

Intel stock drops as chipmaker’s outlook signals lower profits. (July 22, 2021)

Texas Instruments beats second-quarter goals but sales outlook lags. (July 21, 2021)

Chip gear maker ASML tops earnings target, guides higher. (July 21, 2021)

Netflix isn’t being honest about why growth is slowing, some analysts say. (July 21, 2021)

Netflix edges subscriber target, but earnings disappoint. (July 20, 2021)

Optimism rising on Wall Street ahead of Apple earnings report. (July 20, 2021)

These wireless chip stocks seem poised for strong second-half 2021. (July 19, 2021)

Photo: GoTrax electric scooter (GoTrax)

Saturday, July 17, 2021

Week in review: Taiwan Semiconductor earnings, Roku upfront ad sales


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

Marvell Technology, IBD Stock of the Day, loiters near buy zone. (July 15, 2021)

Netflix plans to add video games to keep subscribers engaged. (July 15, 2021)

Taiwan Semiconductor earnings match estimates, sales outlook tops views. (July 15, 2021)

Robust iPhone orders boost Apple, semiconductor stocks. (July 14, 2021)

Roku doubles its advertiser commitments during upfront ad sales. (July 13, 2021)

Chipmaker AMD, IBD Stock of the Day, nears buy point ahead of earnings. (July 13, 2021)

Broadcom stock hits buy point amid big acquisition rumor. (July 13, 2021)

Spotify losing market share to faster-growing subscription music rivals. (July 12, 2021)

Data center trends are positive for these semiconductor stocks. (July 12, 2021)

Evergreen stories:

Is Netflix stock a buy ahead of video streamer’s June-quarter earnings report? (July 14, 2021)

Is Roku stock a buy as company starts streaming former Quibi shows? (July 14, 2021)

Is Intel stock a buy ahead of chipmaker’s second-quarter earnings report? (July 14, 2021)

Is AMD stock a buy ahead of chipmaker’s second-quarter earnings report? (July 14, 2021)

Is Microsoft stock a buy ahead of software giant’s June-quarter earnings report? (July 14, 2021)

Is Apple stock a buy before its June-quarter earnings report? (July 14, 2021)

Is Micron stock a buy as memory-chip market recovers? (July 14, 2021)

Photo: “The Demi Lovato Show” on the Roku Channel. (Roku)

Saturday, July 10, 2021

Week in review: Apple stock hits record high, Smart Global Holdings earnings


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

Apple iPhone 13 chip production boosts Taiwan Semiconductor’s June sales. (July 9, 2021)

Apple stock near all-time high amid iPhone 13 speculation. (July 8, 2021)

Smart Global Holdings called “under-the-radar transformation play.” (July 7, 2021)

Pentagon cancels JEDI contract, sets stage for Microsoft-Amazon rematch. (July 6, 2021)

Americans view semiconductor manufacturing as vital to national security. (July 6, 2021)

Evergreen stories:

Is Micron stock a buy as memory-chip market recovers? (July 7, 2021)

Is Apple stock a buy before its June-quarter earnings report? (July 7, 2021)

Is Microsoft stock a buy ahead of software giant’s June-quarter earnings report? (July 7, 2021)

Is AMD stock a buy ahead of chipmaker’s second-quarter earnings report? (July 7, 2021)

Photo: Apple opened its Apple Via del Corso retail store in Rome on May 27, 2021. (Apple)

Saturday, July 3, 2021

Week in review: Micron earnings, Broadcom antitrust case, Zebra adds warehouse robots


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

U.S. calls Broadcom illegal monopoly in television, broadband chips. (July 2, 2021)

Automotive voice tech leader Cerence surges on addition to S&P MidCap 400. (July 2, 2021)

Survey says Netflix has the best video content, a good sign for NFLX stock. (July 1, 2021)

Zebra Technologies adds warehouse robots to its portfolio. (July 1, 2021)

Memory-chip maker Micron Technology beats views, guides higher. (June 30, 2021)

Apple stock shakes off growth, antitrust worries, flirts with buy point. (June 30, 2021)

Software giant Microsoft readies “next killer platform.” (June 29, 2021)

Nvidia is “undisputed leader” in AI chips, but competition is rising. (June 28, 2021)

Evergreen stories:

Is Microsoft stock a buy as software giant reaches $2 trillion market cap? (July 2, 2021)

Is Apple stock a buy before its June-quarter earnings report? (July 2, 2021)

Is Micron stock a buy as memory-chip market recovers? (July 2, 2021)

Photo: Zebra Technologies is buying Fetch Robotics. (Zebra)


Saturday, June 26, 2021

Week in review: Windows 11 unveiling, connected fitness boom


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

Netflix stock upgraded ahead of “normalizing” subscriber growth. (June 25, 2021)

Lattice Semiconductor extends breakout on enthusiasm for new chips. (June 25, 2021)

Microsoft unveils Windows 11 operating system, touts usability improvements. (June 24, 2021)

These FANG stocks are best-positioned to hold Covid-era gains. (June 23, 2021)

Peloton success inspires more connected fitness firms to go public. (June 23, 2021)

Nvidia stock gets lift from improving data center chip sales. (June 22, 2021)

Wall Street bracing for disappointing Netflix second-quarter report. (June 21, 2021)

This is how much Apple stock has been hurt by antitrust concerns. (June 21, 2021)

Evergreen stories:

Is AMD stock a buy ahead of chipmaker’s second-quarter earnings report? (June 23, 2021)

Is Apple stock a buy before its June-quarter earnings report? (June 23, 2021)

Is Microsoft stock a buy as software giant reaches $2 trillion market cap? (June 23, 2021)

Is Roku stock a buy as company starts streaming former Quibi shows? (June 22, 2021)

Is Netflix stock a buy ahead of its second-quarter earnings report? (June 22, 2021)

Photo: Windows 11 artwork (Microsoft)

Saturday, June 19, 2021

Week in review: Adobe, Jabil earnings; Roku touts viewership numbers


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

Roku stock pops as streamer touts record viewership of former Quibi shows. (June 18, 2021)

Adobe getting lift from economic reopening post-pandemic. (June 18, 2021)

Software giant Adobe easily tops second-quarter targets, points higher. (June 17, 2021)

Contract manufacturer Jabil beats third-quarter targets, guides higher. (June 17, 2021)

Roblox stock drops as May video game user numbers disappoint. (June 16, 2021)

Headset maker Turtle Beach enters video game controller market. (June 15, 2021)

Microsoft stock nears buy point ahead of Windows 11 reveal. (June 14, 2021)

Evergreen stories:

Is Apple stock a buy before its June-quarter earnings report? (June 18, 2021)

Semiconductor stocks to buy and watch ahead of Q2 earnings season. (June 17, 2021)

What are FANG stocks, and should you invest in them? (June 16, 2021)

Is AMD stock a buy ahead of chipmaker’s second-quarter earnings report? (June 16, 2021)

Is Microsoft stock a buy as software giant readies Windows 11 reveal? (June 16, 2021)

Video game stocks to buy and watch, including esports stocks. (June 16, 2021)

Semiconductor companies: Where are they in the chip cycle? (June 15, 2021)

Is Micron stock a buy as memory-chip market recovers? (June 15, 2021)

Is Intel stock a buy ahead of chipmaker’s second-quarter earnings report? (June 15, 2021)

Photo: Adobe Photoshop on an Apple Silicon Mac notebook. (Apple)

Saturday, June 12, 2021

Week in review: Apple WWDC 2021, Marvell earnings


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

Logitech, Cricut shares fall as Morgan Stanley moves to sidelines. (June 11, 2021)

Adobe stock hits buy point ahead of earnings news. (June 11, 2021)

Nvidia stock is a play on the future of artificial intelligence. (June 10, 2021)

Cerence partners with Sirius XM to provide car radio voice controls. (June 10, 2021)

Autodesk stock initiated at buy as software firm positioned for steady growth. (June 8, 2021)

Chipmaker Marvell Technology tops first-quarter goals, guides higher. (June 7, 2021)

Apple debuts iOS 15 software for iPhones, touts privacy enhancements at WWDC. (June 7, 2021)

Evergreen stories:

Is Netflix stock a buy ahead of its second-quarter earnings report? (June 11, 2021)

Is Apple stock a buy after its annual Worldwide Developers Conference? (June 11, 2021)

Is Roku stock a buy as company starts streaming former Quibi shows? (June 11, 2021)

Photo: Apple iPhone 12 Pro Max (Apple)

Saturday, June 5, 2021

Week in review: Apple WWDC preview, chip shortages


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

Semiconductor stocks face up to chip shortage as U.S. government plots investments. (June 4, 2021)

Apple might ratchet up rivalry with Facebook at WWDC. (June 4, 2021)

Broadcom beats second-quarter targets on robust chip sales. (June 3, 2021)

IBD Stock of the Day: Computer maker Dell nears buy point after strong earnings report. (June 3, 2021)

Graphics-chip maker Nvidia touts gaming, AI advancements. (June 1, 2021)

Evergreen stories:


Is Apple stock a buy ahead of its annual Worldwide Developers Conference? (June 4, 2021)

Is Microsoft stock a buy as software giant gains cloud market share? (June 4, 2021)

Is AMD stock a buy as chipmaker takes market share from Intel? (June 4, 2021)

Photo: Apple iPhone 12 green model. (Apple)

Saturday, May 29, 2021

Week in review: Autodesk, Best Buy, Dell, Intuit, Nvidia earnings


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

Apple stock malaise wears out analyst while others stay hopeful. (May 28, 2021)

Roblox pitch: Come for the games, stay for the experiences. (May 28, 2021)

Computer maker Dell crushes first-quarter sales, earnings views. (May 27, 2021)

Design software leader Autodesk beats earnings goals, but outlook lags. (May 27, 2021)

Industrial automation, robotics market is “in full swing” post-Covid. (May 27, 2021)

Retailer Best Buy demolishes first-quarter targets thanks to government stimulus. (May 27, 2021)

Nvidia earnings surge on strong gaming, data-center processor sales. (May 26, 2021)

Logitech, IBD Stock of the Day, could get multiyear Covid lift. (May 26, 2021)

Tax software leader Intuit edges earnings target on in-line sales. (May 25, 2021)

AppLovin stock notches record high after post-IPO swoon. (May 25, 2021)

Applied Materials, IBD Stock of the Day, surging on chipmaker spending plans. (May 24, 2021)

Evergreen stories:

Semiconductor companies: Where are they in the chip cycle? (May 24, 2021)

Photo: Best Buy television department (Best Buy)

Saturday, May 22, 2021

Week in review: Snap releases Spectacles AR smart glasses


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

Snap beats Apple to market with augmented reality glasses. (May 21, 2021)

Nvidia stock pops on 4-for-1 stock split, earnings expectations. (May 21, 2021)

Chip gear maker Applied Materials stomps second-quarter estimates. (May 20, 2021)

Investment bank calls bottom for semiconductor stocks; Analysts name top picks. (May 20, 2021)

Chip design software firm Synopsys trounces quarterly estimates, boosts outlook. (May 19, 2021)

Netflix stock gets bullish start as video streamer called “must-have” service. (May 19, 2021)

Chipmaker Analog Devices beats second-quarter estimates, guides up. (May 19, 2021)

“Grand Theft Auto” publisher Take-Two murders March-quarter estimates. (May 18, 2021)

Apple Music beats Spotify to market with high-fidelity streaming service. (May 17, 2021)

Evergreen stories:

Is Roku stock a buy as company starts streaming former Quibi shows? (May 20, 2021)

Is Micron stock a buy as memory-chip market recovers? (May 19, 2021)

Is Intel stock a buy after chipmaker’s first-quarter earnings report? (May 19, 2021)

Is Netflix stock a buy after streamer’s disappointing first quarter? (May 19, 2021)

Is AMD stock a buy as chipmaker takes market share from Intel? (May 19, 2021)

Is Microsoft stock a buy as software giant gains cloud market share? (May 18, 2021)

Is Apple stock a buy ahead of its annual Worldwide Developers Conference? (May 18, 2021)

Photos: Snap Spectacles AR smart glasses and simulated view from glasses. (Snap)


Saturday, May 15, 2021

Week in review: Cerence, Cricut, EA, Poly, Sonos, Vizio earnings


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

Chip shortage hits headset maker Poly’s revenue guidance. (May 14, 2021)

Cricut chirps first-quarter beat as home crafting trend surges. (May 13, 2021)

Microsoft stock shows resilience amid tech stock swoon. (May 13, 2021)

Speaker maker Sonos swings to profit, raises full-year outlook. (May 12, 2021)

Video game publisher EA beats March-quarter targets but earnings outlook is light. (May 11, 2021)

Smart TV maker Vizio tops first-quarter goals, but stock drops late. (May 11, 2021)

Brooks Automation plans to split into two companies as it beats quarterly views. (May 10, 2021)

Investors aren’t lovin’ AppLovin stock, which continues post-IPO swoon. (May 10, 2021)

Automotive voice assistant provider Cerence tops March-quarter targets. (May 10, 2021)

Evergreen stories:

Is Microsoft stock a buy as software giant gains cloud market share? (May 11, 2021)

Is Apple stock a buy after its monster March-quarter earnings report? (May 11, 2021)

Is Roku stock a buy after its first-quarter earnings report? (May 10, 2021)

Photo: Vizio OLED TV showing Disney+ service. (Vizio)