Saturday, October 28, 2023

Week in review: Microsoft, Spotify, Logitech, Intel, Mobileye earnings


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

Intel stock rallies as PC market shows signs of recovery. (Oct. 27, 2023)

Chipmaker Intel beats Q3 targets as PC market improves. (Oct. 26, 2023)

Mobileye cruises past third-quarter targets, raises profit outlook. (Oct. 26, 2023)

Celestica stock plummets on weak revenue guidance. (Oct. 26, 2023)

Chip gear maker KLA delivers beat-and-raise quarterly report. (Oct. 25, 2023)

Apple stock gets price-target cut on softening iPhone 15 sales. (Oct. 25, 2023)

Microsoft trounces September-quarter goals on cloud computing strength. (Oct. 24, 2023)

Texas Instruments tops third-quarter earnings target, but sales, outlook light. (Oct. 24, 2023)

Music streamer Spotify posts surprise profit as subscribers beat estimates. (Oct. 24, 2023)

Logitech stock jumps as peripherals maker returns to earnings growth. (Oct. 24, 2023)

Cadence Design Systems tops Q3 views but misses with outlook. (Oct. 23, 2023)

Photo: Mobileye tests autonomous vehicle in New York City. (Mobileye)

Saturday, October 21, 2023

Week in review: Netflix, TSMC, ASML earnings


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

Microsoft earnings report to focus on cloud computing, generative AI. (Oct. 20, 2023)

VMware stock tumbles on fresh report that acquisition is in jeopardy. (Oct. 19, 2023)

Taiwan Semiconductor Manufacturing delivers beat-and-raise Q3 report. (Oct. 19, 2023)

Wall Street cheers Netflix price increases as sign of strength. (Oct. 19, 2023)

Netflix smashes estimates for subscriber additions; Stock jumps late. (Oct. 18, 2023)

Adobe stock nears buy point after generative AI product news. (Oct. 18, 2023)

Chip gear leader ASML forecasts flat sales in 2024, shares fall. (Oct. 18, 2023)

Nvidia stock tumbles on new U.S. trade restrictions with China. (Oct. 17, 2023)

Cadence, Synopsys offer “strong growth, low cyclicality” amid chip industry unrest: analyst. (Oct. 16, 2023)

What Netflix investors will be looking for with streamer’s Q3 report. (Oct. 16, 2023)

Microsoft’s next act: Betting on AI to regain tech leadership. (Oct. 13, 2023)

Netflix’s video game side hustle remains a head-scratcher. (Oct. 13, 2023)

Adobe improves generative AI image quality with new Firefly products. (Oct. 10, 2023)

Photo: Netflix offices in Los Angeles. (Netflix)

Saturday, October 7, 2023

Week in review: Aehr Test Systems earnings, Intel’s planned spinoff


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

Aehr Test Systems beats quarterly goals but sticks with full-year outlook. (Oct. 5, 2023)

Fabrinet stock surges to record high as contract manufacturer gets bullish call. (Oct. 5, 2023)

Intel’s planned spinoff is a sign the chipmaker needs cash. (Oct. 4, 2023)

Apple stock downgraded on slowing iPhone sales, lack of catalysts. (Oct. 4, 2023)

Industrial automation stocks to get lift from factory reshoring. (Oct. 3, 2023)

Palo Alto Networks hovers below buy point after upbeat earnings report. (Oct. 3, 2023)

Apple iPhone 15 Pro lead times shorten as supply catches up with demand. (Oct. 2, 2023)

Chipmaker Nvidia called principal “shovel supplier” in AI “gold rush.” (Oct. 2, 2023)

Photo: Intel’s Robert Noyce Building in Santa Clara, Calif. (Intel)