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)