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)

Saturday, May 8, 2021

Week in review: Activision, Corsair, Roku, Zebra, Zynga earnings


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

Apple iPhone 12 cycle losing steam; Folding iPhone next big advance? (May 7, 2021)

Microchip Technology beats targets, guides up despite supply constraints. (May 6, 2021)

Streaming video platform Roku posts surprise profit in first quarter. (May 6, 2021)

Top chip gear stock, Kulicke & Soffa, falls despite booming earnings. (May 6, 2021)

Video game maker Zynga beats quarterly views, buys Chartboost. (May 5, 2021)

Chipmaker Qorvo beats quarterly views but stock wavers late. (May 5, 2021)

Chipmaker Monolithic Power Systems posts beat-and-raise first-quarter report. (May 4, 2021)

Video game publisher Activision tops targets, guides higher for full year. (May 4, 2021)

Corsair Gaming crushes first-quarter estimates, raises full-year outlook. (May 4, 2021)

Zebra Technologies tramples first-quarter earnings estimates, guides higher. (May 4, 2021)

Evergreen stories:

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

Is Intel stock a buy after chipmaker's first-quarter earnings report? (May 3, 2021)

Is AMD stock a buy after chipmaker’s first-quarter earnings report? (May 3, 2021)

Is Netflix stock a buy after streamer’s disappointing first quarter? (May 3, 2021)

Is Microsoft stock a buy as software giant gains cloud market share? (May 3, 2021)

Is Apple stock a buy after its monster March-quarter earnings report? (May 3, 2021)

Photo: Roku home screen. (Roku)

Saturday, May 1, 2021

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


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

Semiconductor stocks look like Brad Pitt but who cares? (April 30, 2021)

Apple legal woes mount as EU watchdog files antitrust charges. (April 30, 2021)

Chip gear maker KLA tops quarterly goals, guides higher. (April 29, 2021)

Wireless-chip maker Skyworks squeaks by second-quarter targets. (April 29, 2021)

Logitech smashes quarterly targets on hot sales of webcams, other gadgets. (April 29, 2021)

Apple stock hits buy point after blowout quarter but reverses on cautious guidance. (April 29, 2021)

Apple demolishes March-quarter estimates on big iPhone sales growth. (April 28, 2021)

Wireless-chip maker Qualcomm trounces March-quarter views, guides up. (April 28, 2021)

Vizio, IBD Stock of the Day, hits buy point from IPO base. (April 28, 2021)

Consumer electronics maker Garmin crushes first-quarter estimates. (April 28, 2021)

Spotify beats subscriber targets but total users disappoint in first quarter. (April 28, 2021)

Microsoft beats March-quarter views on cloud computing strength. (April 27, 2021)

Chipmaker AMD smashes first-quarter estimates, raises forecasts. (April 27, 2021)

Adobe signs ServiceNow to its business data platform. (April 27, 2021)

Chip gear firm Entegris misses first-quarter targets but gives upbeat outlook. (April 27, 2021)

Automotive chipmaker NXP drives past first-quarter targets. (April 26, 2021)

Cadence Design Systems beats first-quarter goals but outlook light. (April 26, 2021)

Evergreen stories:

Is Roku stock a buy ahead of its first-quarter earnings report? (April 30, 2021)

Is Apple stock a buy ahead of its March-quarter earnings report? (April 26, 2021)

Photo: Apple’s iPhone 12 lineup for spring 2021. (Apple)