Saturday, December 31, 2022

Week in review: CES 2023 preview, outlook for streaming video services


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

These streaming video services face a reckoning in 2023. (Dec. 30, 2022)

Here’s what to expect at one of tech’s biggest events of the year, CES 2023. (Dec. 29, 2022)

Netflix stock gets two-step upgrade as bearish analyst turns bullish. (Dec. 29, 2022)

Taiwan Semiconductor starts mass production of 3-nanometer chips. (Dec. 27, 2022)

Apple iPhone 14 Pro supply bounces back after shortages. (Dec. 27, 2022)

Photo: Roku home screen on television set. (Roku)

Saturday, December 24, 2022

Week in review: Micron earnings, 2023 predictions for Apple, chip stocks


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

Semiconductor stocks brace for bumpy 2023; Here’s who can weather the storm. (Dec. 23, 2022)

Pet supplies retailer Chewy won’t roll over and play dead. (Dec. 22, 2022)

Apple stock in 2023: Will goggles finally become a reality? (Dec. 22, 2022)

Micron misses quarterly targets amid memory-chip sales slump. (Dec. 21, 2022)

Evergreen stories:

Is Microsoft stock a buy before software giant’s December-quarter report? (Dec. 19, 2022)

Is Apple stock a buy amid holiday season shopping? (Dec. 19, 2022)

Photo: Micron DRAM module. (Micron Technology)

Friday, November 25, 2022

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


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

Microsoft facing antitrust reviews over Activision deal, Teams integration. (Nov. 25, 2022)

How will China respond to Washington’s latest salvo in the chip war? (Nov. 23, 2022)

Apple iPhone 14 Pro supply issues in focus after factory protests. (Nov. 23, 2022)

HP narrowly beats quarterly targets amid PC sales slump. (Nov. 22, 2022)

Autodesk meets third-quarter expectations but misses with outlook. (Nov. 22, 2022)

Best Buy stock jumps as electronics retailer beats third-quarter goals. (Nov. 22, 2022)

Chipmaker Analog Devices tops quarterly targets, hikes outlook. (Nov. 22, 2022)

Dell tops Q3 views on growth in servers, storage, but guidance light. (Nov. 21, 2022)

Photo: Best Buy outdoor pickup. (Best Buy)

Saturday, November 19, 2022

Week in review: Nvidia, Applied Materials earnings


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

Apple iPhone production snags could push $3 billion in sales to March quarter. (Nov. 18, 2022)

Applied Materials crushes quarterly goals, guides higher despite challenges. (Nov. 17, 2022)

Graphics-chip maker Nvidia misses earnings goal, beats on sales. (Nov. 16, 2022)

Micron warning pulls down semiconductor stocks (Nov. 16, 2022)

TSM stock surges after Warren Buffett takes big stake in chipmaker. (Nov. 15, 2022)

Photo: Nvidia AI data center (Nvidia)

Saturday, November 12, 2022

Week in review: GlobalFoundries, Take-Two earnings; new AMD server chips


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

AMD seen gaining market share with new server processors. (Nov. 11, 2022)

Electronics contract manufacturers are riding these bullish trends. (Nov. 10, 2022)

Holiday season looking grim for consumer electronics, PC sales. (Nov. 10, 2022)

Chip production lead times shrink as cyclical downturn takes shape. (Nov. 10, 2022)

Chipmaker GlobalFoundries, IBD Stock of the Day, pops after earnings. (Nov. 8, 2022)

Highflying electronics manufacturer Sanmina surges on earnings beat. (Nov. 7, 2022)

Video game publisher Take-Two misses targets, guides lower. (Nov. 7, 2022)

China Covid outbreak to limit Apple iPhone 14 Pro availability. (Nov. 7, 2022)

Evergreen stories:

Is Apple stock a buy amid holiday season shopping? (Nov. 11, 2022)

Is Microsoft stock a buy after software giant’s September-quarter report? (Nov. 10, 2022)

Photo: AMD’s fourth-generation Epyc server chips (AMD)

Saturday, November 5, 2022

Week in review: AMD, CDW, Microchip, Onsemi, Qualcomm, Roku, Zebra earnings


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

Sagging ad spending hits Roku, other streaming video services. (Nov. 4, 2022)

Microchip Technology posts upbeat report despite supply constraints. (Nov. 3, 2022)

Wireless-chip leader Qualcomm warns of weak smartphone sales. (Nov. 2, 2022)

Tech services provider CDW tops earnings goal but sales light. (Nov. 2, 2022)

Chipmaker AMD misses third-quarter views, guides even lower. (Nov. 1, 2022)

Zebra Technologies misses third-quarter goals; ZBRA stock tanks. (Nov. 1, 2022)

Chipmaker Onsemi beats third-quarter targets but gives mixed outlook. (Oct. 31, 2022)

Photo: Roku home screen (Roku)

Saturday, October 29, 2022

Week in review: Apple, Microsoft, Intel, Impinj, TI, Wolfspeed earnings


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

Apple warns of holiday sales slowdown, forecasts big drop in Mac business. (Oct. 28, 2022)

Apple beats September-quarter goals on strong iPhone, Mac sales. (Oct. 27, 2022)

Chipmaker Intel tops lowered targets but slashes outlook. (Oct. 27, 2022)

These hot electronics contract manufacturers are flirting with buy points. (Oct. 27, 2022)

Tracking-chip maker Impinj crushes third-quarter targets, sending PI stock soaring. (Oct. 26, 2022)

Wolfspeed stock tumbles after chipmaker whiffs on sales, earnings outlook. (Oct. 26, 2022)

Netflix stock surges as analyst goes from bear to bull. (Oct. 26, 2022)

Tech Leader stock CTS disappoints with mixed third-quarter report. (Oct. 26, 2022)

Microsoft stock falls on weak guidance, slowing Azure growth. (Oct. 25, 2022)

Texas Instruments beats third-quarter views but guides lower. (Oct. 25, 2022)

Cadence Design Systems faces tough crowd on Wall Street. (Oct. 25, 2022)

Buy an Apple iPhone, fund mangrove restoration projects (Oct. 24, 2022)

Photo: Apple iPhone 14 Pro on sale in Singapore. (Apple)

Saturday, October 22, 2022

Week in review: Netflix, ASML, Lam Research earnings


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

Apple iPhone 14 Pro sales seen boosting September-quarter results. (Oct. 21, 2022)

Why Netflix won’t forecast subscriber numbers anymore. (Oct. 20, 2022)

Lam Research warns of China trade ban impact after beat-and-raise report. (Oct. 19, 2022)

Adobe stock rises after software company reaffirms current-quarter targets. (Oct. 19, 2022)

Chip gear maker ASML tops third-quarter targets, sees continued strong demand. (Oct. 19, 2022)

Netflix stock jumps as video streamer adds more than double expected subscribers. (Oct. 18, 2022)

Apple rounds out holiday lineup with new iPads, TV streaming box. (Oct. 18, 2022)

Adobe adds AI, collaboration, metaverse tools to digital media products. (Oct. 18, 2022)

Photo: Netflix event in Egypt (Netflix)

Saturday, October 15, 2022

Week in review: Chip industry woes, Netflix ad-supported service


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

Here’s what Wall Street thinks about Netflix’s ad-supported service. (Oct. 14, 2022)

Chipmakers treating silicon carbide like it’s the next gold rush. (Oct. 14, 2022)

U.S. export restrictions rock semiconductor equipment stocks. (Oct. 13, 2022)

Taiwan Semiconductor defies chip sector weakness with strong third-quarter report. (Oct. 13, 2022)

Semiconductor stocks look for bottom as market deteriorates. (Oct. 12, 2022)

Microsoft could be “next shoe to drop” from weakening PC market. (Oct. 11, 2022)

Apple stock weighed down by these investor worries. (Oct. 10, 2022)

Photo: Silicon wafer in ASML system. (ASML)

Saturday, October 8, 2022

Week in review: Warehouse automation, chip sector news


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

Taiwan Semiconductor dodges chip sector weakness; AMD drops on sales miss. (Oct. 7, 2022)

Aehr Test Systems crushes quarterly targets, keeps full-year growth outlook. (Oct. 6, 2022)

Labor shortage spurs drive to automate warehouses. (Oct. 6, 2022)

Onsemi, IBD Stock of the Day, earns “blue dot” on MarketSmith chart. (Oct. 5, 2022)

Is Wall Street overestimating Netflix’s ad business opportunity? (Oct. 4, 2022)

Photo: An automated guided vehicle from Linde Material Handling, a unit of the Kion Group. (Kion Group AG)

Saturday, October 1, 2022

Week in review: Jabil, Micron earnings reports


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

Semiconductor equipment stocks hit as memory-chip market downturn deepens. (Sept. 30, 2022)

Micron stock wavers on sales miss, weak outlook. (Sept. 29, 2022)

Why these chip design stocks just got fresh buy ratings. (Sept. 29, 2022)

Apple turns cautious on iPhone orders, rattling component suppliers. (Sept. 28, 2022)

These video game stocks are deemed top picks for a comeback. (Sept. 27, 2022)

Chipmaker Wolfspeed, IBD Stock of the Day, called howling good buy. (Sept. 27, 2022)

Jabil stock leaps after contract manufacturer posts beat-and-raise report. (Sept. 27, 2022)

Apple iPhone 14 Pro models could give company a profit boost. (Sept. 26, 2022)

Photo: Jabil Automation, Training & Innovation Center in Hungary. (Jabil)

Saturday, September 24, 2022

Week in review: Nvidia touts new graphics processors


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

Nvidia launches new graphics processors in iffy market. (Sept. 23, 2022)

Will Netflix’s cheaper, ad-subsidized service boost its fortunes? (Sept. 23, 2022)

Aehr Test Systems, IBD Stock of the Day, gets boost from EV chip demand. (Sept. 22, 2022)

Wolfspeed leads the pack of next-generation chipmakers. (Sept. 22, 2022)

Apple iPhone 14 getting lift from carrier promotions, advertising. (Sept. 21, 2022)

Impinj, IBD Stock of the Day, tracks continued growth with RFID chips. (Sept. 20, 2022)

Photo: Nvidia GeForce RTX 4090 GPU. (Nvidia)

Saturday, September 17, 2022

Week in review: Adobe announces $20 billion acquisition


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

Semiconductor stocks brace for chip cycle downturn. (Sept. 16, 2022)

These 3 semiconductor stocks could be next acquisition targets. (Sept. 15, 2022)

Adobe stock falls on mixed quarterly report, $20 billion acquisition. (Sept. 15, 2022)

Taiwan Semiconductor Manufacturing seen bucking chip cycle downturn. (Sept. 14, 2022)

Wolfspeed called great way to invest in electric vehicle revolution. (Sept. 13, 2022)

Apple iPhone 14 preorders strong ahead of Friday’s retail launch. (Sept. 13, 2022)

Photo credit: Adobe

Saturday, September 10, 2022

Week in review: Apple introduces iPhone 14 handsets


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

BofA thinks these 7 chip stocks can weather current market downturn. (Sept. 9, 2022)

GlobalFoundries, IBD Stock of the Day, is in “sweet spot” thanks to chip trends. (Sept. 9, 2022)

Apple iPhone 14 release faces budget-conscious consumers. (Sept. 8, 2022)

Apple unveils iPhone 14 with emergency satellite communications. (Sept. 7, 2022)

Evergreen stories:

Is AMD stock a buy after chipmaker’s quarterly report? (Sept. 9, 2022)

Is Microsoft stock a buy after software giant’s June-quarter report? (Sept. 9, 2022)

Is Apple stock a buy after iPhone 14 launch event? (Sept. 9, 2022)

Photo: iPhone 14 Pro handsets. (Apple)

Saturday, September 3, 2022

Week in review: Best Buy, Broadcom, HP earnings


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

Here’s what you might see on the new Apple iPhone 14. (Sept. 2, 2022)

Broadcom stock rises as chipmaker delivers beat-and-raise report. (Sept. 1, 2022)

New export restrictions threaten 7% of Nvidia’s sales. (Sept. 1, 2022)

Semtech stock tanks after chipmaker whiffs on guidance. (Aug. 31, 2022)

HP misses sales target, gives disappointing outlook. (Aug. 30, 2022)

Chipmaker Ambarella edges above quarterly targets, misses with outlook. (Aug. 30, 2022)

Chipmaker AMD keeps pressure on Intel with new desktop processors. (Aug. 30, 2022)

Electronics retailer Best Buy tops lowered second-quarter targets. (Aug. 30, 2022)

Photronics stock plummets after chip gear maker guides low. (Aug. 30, 2022)

Analysts like these semiconductor stocks amid rising chip inventories. (Aug. 29, 2022)

Evergreen stories:

Is AMD stock a buy after chipmaker’s quarterly report? (Aug. 29, 2022)

Is Microsoft stock a buy after software giant’s June-quarter report? (Aug. 29, 2022)

Is Apple stock a buy ahead of iPhone 14 launch event? (Aug. 29, 2022)

Photo: Best Buy

Saturday, August 27, 2022

Week in review: Dell, Autodesk, Intuit, Marvell, Nvidia earnings


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

Automotive chip shortage likely to persist through 2023. (Aug. 26, 2022)

DoubleVerify looks to make online advertising safe, effective for brands. (Aug. 26, 2022)

Dell stock drops after computer maker warns of weakening demand. (Aug. 25, 2022)

Chipmaker Marvell meets second-quarter estimates but guides lower. (Aug. 25, 2022)

Graphics-chip maker Nvidia guides lower for second straight quarter. (Aug. 24, 2022)

Design software maker Autodesk drafts second-quarter beat and raise. (Aug. 24, 2022)

Apple stock gets fresh buy point ahead of iPhone 14 reveal. (Aug. 24, 2022)

Financial software firm Intuit rings up quarterly earnings beat. (Aug. 23, 2022)

Monolithic Power Systems, IBD Stock of the Day, sets new buy point. (Aug. 23, 2022)

These semiconductor stocks are likely to benefit most from CHIPS Act aid. (Aug. 18, 2022)

Evergreen stories:

Is Apple stock a buy ahead of iPhone 14 launch event? (Aug. 26, 2022)

Photo: Dell Chief Executive Michael Dell speaks at the company’s Dell Technologies World conference in Las Vegas in May 2022. (Dell)

Saturday, August 13, 2022

Week in review: Take-Two Interactive Software, GlobalFoundries, Enovix quarterly reports


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

Apple stock rises ahead of iPhone 14 debut, fall product launch. (Aug. 12, 2022)

Electric vehicles accelerate Axcelis’ chip gear business. (Aug. 12, 2022)

Enovix stock rockets as next-generation battery maker hits big milestones. (Aug. 11, 2022)

Alpha & Omega Semiconductor beats June-quarter goals, gives in-line guidance. (Aug. 10, 2022)

Onto Innovation tops second-quarter targets but gives mixed outlook. (Aug. 9, 2022)

Super Micro Computer beats raised expectations for June quarter. (Aug. 9, 2022)

Micron warning pulls down semiconductor stocks. (Aug. 9, 2022)

Chipmaker GlobalFoundries beats second-quarter goals, points higher. (Aug. 9, 2022)

Video game publisher Take-Two misses targets, guides lower. (Aug. 8, 2022)

Nvidia stock tanks after graphics-chip maker warns of weak gaming sales. (Aug. 8, 2022)

Photo: Take-Two Interactive Software game “Grand Theft Auto Online.” (Take-Two)

Saturday, August 6, 2022

Week in review: Amazon buys iRobot; AMD, CDW, EA, Zebra earnings


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

Chipmakers for consumer devices see slowing sales ahead. (Aug. 5, 2022)

Axcelis, IBD Stock of the Day, excels in semiconductor equipment business. (Aug. 5, 2022)

Amazon expands consumer electronics business with iRobot purchase. (Aug. 5, 2022)

Power Integrations misses sales target, guides lower on smartphone weakness. (Aug. 4, 2022)

Monolithic Power Systems, IBD Stock of the Day, nears buy point. (Aug. 4, 2022)

SiTime stock plummets after chipmaker slashes outlook for rest of year. (Aug. 3, 2022)

Chip gear maker Axcelis crushes second-quarter targets, guides higher. (Aug. 3, 2022)

Tech services firm CDW posts mixed results, gives upbeat full-year outlook. (Aug. 3, 2022)

Video game publisher EA beats June-quarter targets but guides low. (Aug. 2, 2022)

Chipmaker AMD narrowly tops second-quarter goals, gives light sales outlook. (Aug. 2, 2022)

Apple services growth engine stalling, creating challenge for stock. (Aug. 2, 2022)

Chipmaker Onsemi, IBD Stock of the Day, clears two buy points. (Aug. 2, 2022)

Zebra Technologies beats second-quarter goals but offers soft outlook. (Aug. 2, 2022)

Lattice Semiconductor tops June-quarter goals, raises estimates. (Aug. 1, 2022)

Chipmaker Monolithic Power Systems trounces second-quarter targets, guides higher. (Aug. 1, 2022)

Chipmaker Onsemi delivers beat-and-raise report but stock falls. (Aug. 1, 2022)

Photo: iRobot Roomba i3 vacuum cleaner (iRobot)

Saturday, July 30, 2022

Week in review: Apple, Intel, Logitech, Microsoft, Qualcomm, Roku, TI earnings


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

Roku stock plunges on big loss, sales miss, weak outlook. (July 29, 2022)

Apple stock nears buy point after “Top Gun”-style June quarter. (July 29, 2022)

Strong iPhone sales, services revenue drive Apple’s June-quarter beat. (July 28, 2022)

Intel stock falls after chipmaker badly misses second-quarter targets. (July 28, 2022)

Qualcomm beats June-quarter goals but sees weakening smartphone sales. (July 27, 2022)

What to expect from Apple’s June-quarter earnings report. (July 27, 2022)

Microsoft misses targets amid unfavorable exchange rates, PC sales weakness. (July 26, 2022)

Texas Instruments crushes Wall Street’s second-quarter estimates, guides higher. (July 26, 2022)

Logitech misses June-quarter targets, lowers full-year outlook. (July 26, 2022)

Cadence Design Systems tops second-quarter targets, guides higher. (July 25, 2022)

NXP Semiconductors beats Q2 goals, offers cautious commentary. (July 25, 2022)

Synopsys, IBD Stock of the Day, approaching buy point as it outperforms. (July 25, 2022)

Photo: Customers celebrate the opening of the Apple Tower Theatre retail store in downtown Los Angeles on June 24, 2021. (Apple)

Saturday, July 23, 2022

Week in review: Netflix, ASML second-quarter earnings reports


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

Chip gear makers face slowdown in customer spending. (July 22, 2022)

Chip gear maker ASML beats Q2 views, but guidance disappoints. (July 20, 2022)

Wall Street analysts clash over Netflix stock after Q2 earnings. (July 20, 2022)

Video streamer Netflix loses “just” 1 million subscribers, stock jumps. (July 19, 2022)

PC sales weakness to weigh on Microsoft’s June-quarter report. (July 18, 2022)

Photo: “Stranger Things” season four. (Netflix)

Saturday, July 16, 2022

Week in review: TSMC earnings, Netflix-Microsoft ad partnership


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

Wall Street criticizes Netflix’s choice of Microsoft as advertising partner. (July 14, 2022)

Taiwan Semiconductor tops second-quarter targets, guides higher. (July 14, 2022)

These chipmakers have the least risk for order cancellations. (July 13, 2022)

Wall Street rethinks semiconductor stocks ahead of earnings. (July 11, 2022)

Apple iPhone 14 to face weak consumer spending environment. (July 11, 2022)

Photo: Taiwan Semiconductor Manufacturing fab (TSMC)


Saturday, July 9, 2022

Week in review: Taiwan Semiconductor beats sales goal


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

Taiwan Semiconductor beats June-quarter sales target. (July 8, 2022)

Semiconductor stocks called oversold, rise after Samsung report. (July 7, 2022)

Could Netflix find a merger partner at Sun Valley conference? (July 6, 2022)

Apple saving big iPhone updates for next year’s handset, analyst says. (July 5, 2022)

Evergreen stories:

Is Roku stock a buy before streaming platform’s quarterly report? (July 8, 2022)

Is Netflix stock a buy or sell before video streamer’s Q2 report? (July 8, 2022)

Is Intel stock a buy or sell before chipmaker’s second-quarter report? (July 8, 2022)

Is AMD stock a buy ahead of chipmaker’s quarterly report? (July 7, 2022)

Is Micron stock a buy after chipmaker’s earnings report? (July 7, 2022)

Is Microsoft stock a buy before software giant’s June-quarter report? (July 6, 2022)

Is Apple stock a buy ahead of June-quarter earnings? (July 6, 2022)

Photo: TSMC facility (TSMC)

Saturday, July 2, 2022

Week in review: Micron leads semiconductor stocks lower


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

Return to the office? CEOs learn to love remote workers, for now. (July 1, 2022)

CDW poised to outpace broader information technology market, analyst says. (July 1, 2022)

Micron stock falls after chipmaker delivers dismal outlook. (June 30, 2022)

Android smartphone makers cutting orders, but Apple holds firm. (June 30, 2022)

Chip design firms upgraded as chipmakers downgraded. (June 29, 2022)

Qualcomm stock rises as Apple’s 5G modem chip “fails,” analyst says. (June 28, 2022)

PC market chatter roils chip, computer makers. (June 28, 2022)

Apple TV+ could find its purpose in service bundles. (June 27, 2022)

Semiconductor stocks brace for guidance cuts with Q2 reports. (June 27, 2022)

Photo: Micron office in Folsom, Calif. (Micron)

Saturday, June 25, 2022

Week in review: EU crackdown on Big Tech coming


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

Europe steps up Big Tech crackdown with Digital Markets Act. (June 24, 2022)

Apple likely planning January reveal for mixed-reality headset. (June 24, 2022)

Chip cycle downturn nearing as growth slows, analyst says. (June 23, 2022)

Video game stocks could be “recession winners,” analyst says. (June 22, 2022)

Apple services growth potential underestimated, analyst says. (June 22, 2022)

Facebook, Microsoft, Nvidia unite to create metaverse standards. (June 21, 2022)

Photo: Apple CEO Tim Cook at Apple WWDC event in June. (Apple)

Saturday, June 18, 2022

Week in review: Sweets and snacks industry snapshot; Adobe, Jabil earnings


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

Sweets and snacks get boost from economic, societal trends. (June 17, 2022)

Chip gear maker KLA ups dividend, buybacks, reaffirms June-quarter guidance. (June 17, 2022)

Adobe stock drops as sales, earnings guidance miss views. (June 16, 2022)

Contract manufacturer Jabil tops targets on strong electronics business. (June 16, 2022)

Apple deal with Major League Soccer a test case for streaming sports. (June 15, 2022)

Apple outlook weakens as consumer spending slows. (June 14, 2022)

Evergreen stories:

Is Intel stock a buy or sell before chipmaker’s second-quarter report? (June 16, 2022)

Is Micron stock a buy ahead of chipmaker’s earnings report? (June 16, 2022)

Photo: 2022 Sweets & Snacks Expo in Chicago (Patrick Seitz)

Saturday, June 11, 2022

Week in review: Apple WWDC 2022; AMD analyst day; Roku, NXP takeover talk


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

Chip gear maker Photronics bets on China’s semiconductor plans. (June 10, 2022)

AMD raises targets amid growing data center opportunity. (June 10, 2022)

NXP Semiconductors stock rises on Samsung takeover speculation. (June 9, 2022)

Roku stock rises on speculative report of possible Netflix deal. (June 8, 2022)

Adobe signs Home Depot as customer for personalized marketing tool. (June 7, 2022)

Analysts underwhelmed by Apple’s surprise-free event. (June 7, 2022)

Apple unveils new iPhone software, next-generation Mac computer processor. (June 6, 2022)

Evergreen stories:

Is AMD stock a buy ahead of chipmaker’s analyst day? (June 8, 2022)

Is Microsoft stock a buy before software giant’s June-quarter report? (June 8, 2022)

Is Apple stock a buy after developers conference news. (June 8, 2022)

Photo: Apple iPhones running iOS 16. (Apple)

Saturday, June 4, 2022

Week in review: HP, Semtech earnings; Apple WWDC preview


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

What secrets will Apple reveal at its developers conference? (June 3, 2022)

Microsoft stock wavers after software giant cuts revenue, earnings targets. (June 2, 2022)

Chipmaker Semtech tops first-quarter targets, predicts higher earnings. (June 1, 2022)

“Stranger Things” return isn’t boosting Netflix subscriber count: analyst. (June 1, 2022)

HP stock rises after PC maker beats quarterly targets. (May 31, 2022)

Photo: HP personal computer and monitor. (HP)

Saturday, May 28, 2022

Week in review: Best Buy, Broadcom, Dell, Marvell, Nvidia earnings


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

IBD Stock of the Day: Chipmaker Onsemi looking attractive after earnings. (May 27, 2022)

Dell smashes first-quarter targets on commercial PC sales growth. (May 26, 2022)

Chipmaker Marvell beats first-quarter goals on data center strength. (May 26, 2022)

Video game stocks hit reset button with industry consolidation. (May 26, 2022)

Broadcom tops quarterly targets, confirms acquisition of VMware. (May 26, 2022)

Graphics-chip maker Nvidia beats first-quarter targets but guides low on sales. (May 25, 2022)

Best Buy delivers better-than-expected first-quarter sales. (May 24, 2022)

Bonus Twitter coverage of the 2022 Sweets & Snacks Expo in Chicago:

Busy day at the Sweets & Snacks Expo in Chicago. (May 24, 2022)

Many publicly traded companies at the @SWEETSandSNACKS show in Chicago (May 24, 2022)

Photo: Best Buy worker talks to a customer on Black Friday 2021. (Best Buy)

Saturday, May 21, 2022

Week in review: Take-Two, Synopsys, Applied Materials, Analog Devices earnings


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

Apple iPhone supply chain proving “surprisingly resilient,” analyst says. (May 20, 2022)

Chip gear maker Applied Materials misses targets due to supply chain issues. (May 19, 2022)

Synopsys easily tops quarterly targets, guides well above views. (May 18, 2022)

Chipmaker Analog Devices trounces quarterly goals, guides higher. (May 18, 2022)

Broadcom, IBD Stock of the Day, stands out amid sell-off in semiconductor stocks. (May 17, 2022)

AMD, other chip stocks looking more attractive after sell-off: analyst. (May 17, 2022)

Video game publisher Take-Two delivers soft bookings, outlook. (May 16, 2022)

Netflix stock bear turned bull calls bottom for video streamer. (May 16, 2022)

Photo: Take-Two Interactive Software game “WWE 2K22” featuring Dwayne “The Rock” Johnson. (Take-Two)

Saturday, May 14, 2022

Week in review: Sonos, Roblox, Unity Software, GlobalFoundries earnings


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

Apple iPhone manufacturer Foxconn warns of cooling smartphone demand. (May 12, 2022)

Speaker maker Sonos blasts big sales beat but profit margin declines. (May 11, 2022)

Two metaverse stocks post disappointing first-quarter reports. (May 10, 2022)

GlobalFoundries crushes earnings target on better-than-expected sales. (May 10, 2022)

Microchip Technology tops March-quarter goals despite supply constraints. (May 9, 2022)

Evergreen stories:

Is Micron stock a buy or sell ahead of chipmaker’s investor day? (May 10, 2022)

Is Netflix stock a buy or sell after video streamer’s dismal Q1 report? (May 9, 2022)

Is Apple stock a buy or sell after iPhone maker’s earnings report? (May 9, 2022)

Is Microsoft stock a buy or sell after software giant’s March-quarter report? (May 9, 2022)

Is AMD stock a buy or sell after chipmaker’s first-quarter report? (May 9, 2022)

Photo: Sonos sound bar. (Sonos)

Saturday, May 7, 2022

Week in review: AMD, CDW, Zebra earnings; MaxLinear buys Silicon Motion


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

Chipmaker earnings reports mostly positive but investors apathetic. (May 6, 2022)

Alpha & Omega Semiconductor beats March-quarter targets, but sales outlook lags. (May 5, 2022)

Chipmaker MaxLinear to buy Silicon Motion for $3.8 billion. (May 5, 2022)

Chipmaker SiTime continues earnings hot streak in first quarter. (May 4, 2022)

Tech services firm CDW smashes first-quarter sales, earnings goals. (May 4, 2022)

Chipmaker AMD beats first-quarter targets on strong data center business. (May 3, 2022)

Zebra Technologies leaps over first-quarter goals but gives mixed outlook. (May 3, 2022)

Monolithic Power Systems earnings surge past views in first quarter. (May 2, 2022)

Semiconductor stocks out of favor despite positive quarterly reports. (May 2, 2022)

Chipmaker Onsemi smashes first-quarter targets, guides higher. (May 2, 2022)

Evergreen stories:

Is AMD stock a buy after chipmaker’s first-quarter report? (May 4, 2022)

Photo: Zebra Technologies handhelds in warehouse (Zebra)

Saturday, April 30, 2022

Week in review: Apple, Intel, Microsoft, Qualcomm, Roku, Spotify, TI earnings


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

China shutdowns weigh on Apple’s June-quarter outlook. (April 29, 2022)

Apple easily beats March-quarter goals on record services sales. (April 28, 2022)

Video streamer Roku beats revenue target on higher ad sales. (April 28, 2022)

Chipmaker Intel edges above first-quarter targets but guides low (April 28, 2022)

Chipmaker Qualcomm crushes March-quarter targets, guides higher. (April 27, 2022)

Spotify stock sinks to all-time low as subscriber numbers disappoint. (April 27, 2022)

Microsoft stock surges on growth in cloud computing business. (April 26, 2022)

TI trounces first-quarter targets but Covid outbreaks in China infect its outlook. (April 26, 2022)

Chip gear maker Entegris beats first-quarter goals, raises outlook. (April 26, 2022)

Cadence Design Systems tops targets amid “robust” chip design activity. (April 25, 2022)

Evergreen stories:

Is Netflix stock a buy after video streamer’s dismal Q1 report? (April 25, 2022)

Is Microsoft stock a buy before software giant’s March-quarter report? (April 25, 2022)

Photo: Customers line up for the iPhone 13 debut at an Apple store in Beijing, China, in September 2021. (Apple)

Saturday, April 23, 2022

Week in review: Netflix crashes on Q1 report; Virtual reality market remains small


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

Facebook parent stands tall in small market for virtual reality. (April 22, 2022)

Intuitive Surgical beats first-quarter goals as elective procedures rebound. (April 21, 2022)

As Netflix starts to ebb, streaming TV with ads begins to flow. (April 21, 2022)

Chip gear leader ASML tops first-quarter sales target but guides low. (April 20, 2022)

Netflix pauses for commercial break, plans ad-supported tier. (April 20, 2022)

Netflix stock crashes as video streamer sheds subscribers. (April 19, 2022)

China lockdowns, factory closures seen hurting Apple. (April 19, 2022)

Chinese smartphone woes could pressure semiconductor stocks. (April 18, 2022)

Evergreen stories:

Is Netflix stock a buy before video streamer’s Q1 earnings report? (April 18, 2022)

Photo: Meta Quest 2 headset in use (Meta Platforms)

Saturday, April 16, 2022

Week in review: Taiwan Semiconductor earnings; AMD, HP make acquisitions


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

Semiconductor stocks mauled by bears as first-quarter earnings season starts. (April 14, 2022)

Taiwan Semiconductor crushes first-quarter targets, guides higher. (April 14, 2022)

Netflix stock braces for first-quarter report with possibly slowest growth in 10 years. (April 13, 2022)

Apple hardware subscriptions could speed iPhone upgrades. (April 8, 2022)

HP stock jumps as Warren Buffett stake shows vote of confidence. (April 7, 2022)

SGH stock surges after computer systems firm posts beat-and-raise report. (April 6, 2022)

Apple, IBD Stock of the Day, ripe for another potential buy point. (April 4, 2022)

AMD bolsters data center capabilities with $1.9 billion Pensando acquisition. (April 4, 2022)

Chip shortage spurs cautious silicon wafer makers to expand capacity. (March 31, 2022)

Will Warner Bros. Discovery shake up streaming video market? (March 30, 2022)

Micron stock rises as memory-chip maker beats forecasts, guides higher. (March 29, 2022)

PC maker HP pushes deeper into peripherals with Poly acquisition. (March 28, 2022)

Evergreen stories:

Is AMD stock a buy ahead of chipmaker’s first-quarter report? (April 15, 2022)

Is Microsoft stock a buy before software giant’s March-quarter report? (April 15, 2022)

Is Apple stock a buy before iPhone maker’s earnings report? (April 15, 2022)

Photo: Inside Intel’s Oregon fab. (Intel)

Saturday, March 26, 2022

Week in review: Adobe earnings, Nvidia GTC news


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

These 5 growth opportunities could drive Apple stock higher. (March 25, 2022)

Semiconductor stock analyst sweet on MANGO portfolio of top chipmakers. (March 25, 2022)

Google move puts pressure on Apple to change App Store rules. (March 24, 2022)

Apple set for “monster growth cycle” over next year-plus. (March 23, 2022)

Adobe stock smacked as Wall Street weighs slowing growth. (March 23, 2022)

Adobe outlook misses views as Russian war reduces software sales. (March 22, 2022)

Nvidia’s metaverse play is all business. (March 22, 2022)

Photo: Adobe creative software on tablet (Adobe)