Saturday, July 29, 2023
Week in review: Intel, Logitech, Meta, Microsoft, Roku, Spotify, TI earnings
The following is a roundup of my stories from Investors.com.
Apple stock defies weak sales, anemic earnings to surge 50% in 2023. (July 28, 2023)
Streaming video platform Roku crushes estimates for sales, new users. (July 27, 2023)
Chipmaker Intel beats second-quarter targets, posts surprise profit. (July 27, 2023)
Lam Research earnings beat pushes semiconductor equipment stocks higher. (July 27, 2023)
Mobileye drives past second-quarter targets, raises earnings outlook. (July 27, 2023)
Contract manufacturer Flex clears June-quarter hurdles, but stumbles with outlook. (July 26, 2023)
Facebook parent Meta breaks quarterly losing streak, shares surge. (July 26, 2023)
Pharma giant GSK beats second-quarter goals on growth in vaccines, general medicines. (July 26, 2023)
Microsoft stock falls on light sales outlook, AI investments. (July 25, 2023)
Texas Instruments tops views on robust automotive chip sales. (July 25, 2023)
Spotify Technology beats subscriber target but losses mount. (July 25, 2023)
Logitech tops June-quarter targets but gives soft sales forecast. (July 25, 2023)
NXP Semiconductors beats second-quarter goals on strong auto chip sales. (July 24, 2023)
Cadence Design Systems squeaks past views, sees AI as business driver. (July 24, 2023)
Photo: Roku home screen on TV with Roku Streambar (Roku)
Saturday, July 22, 2023
Week in review: Netflix, ASML, Taiwan Semiconductor earnings
The following is a roundup of my stories from Investors.com.
How AI chip growth is pushing Broadcom, IBD Stock of the Day, toward a buy point. (July 21, 2023)
Investors gorge on semiconductor stocks with chipmakers in a trough. (July 21, 2023)
Taiwan Semiconductor cuts 2023 sales outlook on continued weak demand. (July 20, 2023)
Big subscriber growth can’t keep Netflix stock from tumbling 8% on disappointing sales. (July 20, 2023)
Netflix crushes subscriber goal as it turns freeloaders into paying customers. (July 19, 2023)
Chip gear maker ASML beats second-quarter targets, guides higher. (July 19, 2023)
Microsoft stock spikes to record high on AI pricing details. (July 18, 2023)
Apple stock rises as India seen driving growth for iPhone maker. (July 17, 2023)
Photo: Actress Jennifer Lopez attends the premiere of her Netflix movie “The Mother” in New York City in May 2023. (Netflix)
Saturday, July 15, 2023
Week in review: Amazon Prime Day; Aehr Test Systems earnings; Opera, Adobe, Activision news
The following is a roundup of my stories from Investors.com.
Curtain falls on Opera after web browser maker announces stock sale. (July 14, 2023)
Amazon’s surprising secret weapon for its successful Prime Day: TikTok. (July 14, 2023)
Aehr Test Systems stock rockets after company forecasts accelerating growth. (July 13, 2023)
Netflix analysts cautious ahead of video streamer’s second-quarter report. (July 13, 2023)
Taiwan Semiconductor, IBD Stock of the Day, cashing in on AI chip production. (July 12, 2023)
Adobe expands generative AI tool to over 100 languages. (July 12, 2023)
Roku stock hits buy point on e-commerce tie-up with Shopify. (July 11, 2023)
Activision stock jumps as U.S. judge clears hurdle to Microsoft buyout. (July 11, 2023)
Amazon celebrates Prime Day with bullish Wall Street ratings. (July 11, 2023)
Apple iPhone 15 production behind schedule, could mean tight launch supply. (July 10, 2023)
Photo: Amazon package on doorstep (Amazon)
Labels:
activision,
adobe,
amazon.com,
apple,
chips,
iphone,
microsoft,
netflix,
opera,
roku,
video games
Saturday, July 8, 2023
Week in review: Facebook parent Meta launches Twitter rival Threads
The following is a roundup of my stories from Investors.com.
Generative AI is driving “the next supercycle of cloud computing.” (July 7, 2023)
Alibaba stock rises as China concludes probe of affiliate Ant Group. (July 7, 2023)
Adobe, IBD Stock of the Day, looks to monetize generative AI. (July 6, 2023)
Is Meta’s Threads app a “Twitter killer”? Social media users debate new service. (July 6, 2023)
Google, IBD Stock of the Day, fends off Microsoft’s AI-powered Bing. (July 5, 2023)
Meta stock rises as Facebook parent prepares to launch Twitter rival. (July 5, 2023)
Photo: Threads app on smartphone. (Meta Platforms)
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