Saturday, September 23, 2023

Week in review: Early Apple iPhone 15 demand called ‘mixed at best’


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

Netflix faces near-term headwinds in advertising, content. (Sept. 22, 2023)

Arm stock falls below IPO price but closes just above it. (Sept. 21, 2023)

Broadcom stock falls on report saying Google AI chip business at risk. (Sept. 21, 2023)

Initial demand for Apple’s iPhone 15 handsets called “mixed at best.” (Sept. 20, 2023)

Super Micro Computer seen grabbing AI server market share. (Sept. 19, 2023)

Apple stock rises on reports of strong iPhone 15 Pro demand. (Sept. 18, 2023)

Evergreen stories:

Is Netflix stock a buy before video streamer’s third-quarter report? (Sept. 21, 2023)

Is AMD stock a buy ahead of chipmaker’s third-quarter report? (Sept. 21, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Sept. 19, 2023)

Is Apple stock a buy after iPhone 15 introduction? (Sept. 19, 2023)

Photo: Apple’s iPhone 15 Pro lineup. (Apple)

Saturday, September 16, 2023

Week in review: Apple iPhone 15 reveal, Arm IPO, power semiconductors in focus


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

Could this be the killer app for Apple’s Vision Pro headset? (Sept. 15, 2023)

Electric cars, renewable energy supercharging power semiconductor market. (Sept. 15, 2023)

Adobe beats quarterly targets but gives in-line sales outlook. (Sept. 14, 2023)

Aehr Test Systems approaches buy point ahead of earnings report. (Sept. 14, 2023)

Chip designer Arm launches initial public offering but valuation questioned. (Sept. 14, 2023)

Apple iPhone 15 launch called “mildly disappointing,” gets “meh” stock reaction. (Sept. 13, 2023)

Adobe’s generative AI product Firefly takes flight. (Sept. 13, 2023)

Apple unveils iPhone 15 smartphones but investors are unimpressed. (Sept. 12, 2023)

Arm IPO could open door for more tech stock offerings. (Sept. 11, 2023)

Photo: Apple iPhone 15 Pro (Apple)

Saturday, September 9, 2023

Week in review: Intuit adds AI assistant, Roku raises sales outlook


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

Apple stock springs back from two-day dive on reassuring analyst comments. (Sept. 8, 2023)

Why Apple’s iPhone 15 launch is unlikely to drive its stock higher. (Sept. 7, 2023)

Intapp stock falls as sales growth slows at cloud software firm. (Sept. 6, 2023)

Roku stock jumps after streaming video platform boosts sales forecast. (Sept. 6, 2023)

Intuit adds AI assistant to TurboTax, other financial software. (Sept. 6, 2023)

Photronics stock drops after chip gear supplier misses estimates. (Sept. 6, 2023)

Chip gear maker KLA nears buy point on dividend hike, share buybacks. (Sept. 5, 2023)

Photo: Intuit Assist for Credit Karma (Intuit)

Saturday, September 2, 2023

Week in review: Best Buy, Broadcom, Dell, HP, Ambarella, Pure Storage earnings


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

Broadcom beats quarterly estimates but offers in-line outlook. (Aug. 31, 2023)

Dell Technologies trounces second-quarter goals, says AI is a tailwind. (Aug. 31, 2023)

Apple iPhone 15 Pro price increases warranted, Goldman Sachs says. (Aug. 31, 2023)

How Nvidia could run the table in the AI market for years. (Aug. 31, 2023)

Pure Storage stock seesaws despite beat-and-raise earnings report. (Aug. 30, 2023)

HP misses sales goal as PC demand remains soft. (Aug. 29, 2023)

Ambarella stock tanks after computer-vision chipmaker gives weak sales outlook. (Aug. 29, 2023)

Best Buy beats second-quarter views, sees business stabilizing next year. (Aug. 29, 2023)

Jabil reduces exposure to Apple, China with division sale. (Aug. 28, 2023)

Evergreen stories:

Is Apple stock a buy ahead of iPhone 15 introduction? (Sept. 1, 2023)

Photo: Best Buy storefront (Best Buy)