Saturday, November 25, 2023

Week in review: Nvidia earnings, OpenAI turmoil, Broadcom acquisition


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

Broadcom’s VMware acquisition removes overhang on AVGO stock. (Nov. 24, 2023)

Nvidia stock drops despite AI chipmaker’s big beat-and-raise report. What gives? (Nov. 22, 2023)

OpenAI circus continues as ousted chief executive returns as boss. (Nov. 22, 2023)

AI kingpin Nvidia obliterates Q3 estimates on huge data center growth. (Nov. 21, 2023)

Autodesk tops third-quarter views but gives mixed guidance. (Nov. 21, 2023)

Chipmaker Analog Devices sees sales slump continuing. (Nov. 21, 2023)

Best Buy beats earnings goal on weak sales, gives cautious outlook. (Nov. 21, 2023)

Symbotic stock jumps as warehouse automation firm posts adjusted profit. (Nov. 20, 2023)

Zoom Video Communications beats Q3 targets, but sales growth still on mute. (Nov. 20, 2023)

Microsoft hires displaced OpenAI executives, securing key AI talent. (Nov. 20, 2023)

Photo: Nvidia RTX workstation (Nvidia)

Saturday, November 18, 2023

Week in review: Autodesk, Microsoft, Nvidia make artificial intelligence news


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

Applied Materials beats quarterly goals, but stock falls on criminal probe report. (Nov. 16, 2023)

Dolby Laboratories hits off-key note with year-ahead guidance. (Nov. 16, 2023)

NetEase beats third-quarter earnings goal on strong video game sales. (Nov. 16, 2023)

Microsoft debuts homegrown AI chip to lessen reliance on Nvidia. (Nov. 15, 2023)

Autodesk touts AI but macro worries weigh on near-term prospects. (Nov. 15, 2023)

Nvidia stock extends winning streak with new AI processors. (Nov. 14, 2023)

Chip gear firm Camtek delivers beat-and-raise Q3 report. (Nov. 14, 2023)

Consumer AI device race kicks off with Humane’s Ai Pin. (Nov. 13, 2023)

Evergreen stories:

Is Netflix stock a buy after video streamer’s third-quarter report? (Nov. 14, 2023)

Is AMD stock a buy after chipmaker’s third-quarter report? (Nov. 14, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Nov. 14, 2023)

Is Apple stock a buy ahead of the holiday shopping season? (Nov. 14, 2023)

Photo: Autodesk advertises its conference on the Sphere in Las Vegas. (Autodesk)

Saturday, November 11, 2023

Week in review: Microsoft, Nvidia, Dell, Take-Two shares move higher


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

Chipmaker TSMC gets sales lift from AI, Apple iPhones. (Nov. 10, 2023)

Microsoft stock notches record high ahead of AI news. (Nov. 10, 2023)

Why Take-Two CEO is excited about “Grand Theft Auto 6.” (Nov. 10, 2023)

Nvidia stock hits buy point on new AI chips for Chinese market. (Nov. 9, 2023)

Chipmaker Macom narrowly beats September-quarter estimates, guides lower. (Nov. 9, 2023)

Gadget maker SharkNinja swims above Q3 estimates, raises outlook. (Nov. 9, 2023)

Chip designer Arm disappoints with soft outlook after earnings beat. (Nov. 8, 2023)

AppLovin stock rockets after company trounces quarterly targets. (Nov. 8, 2023)

Video game publisher Take-Two surges on “Grand Theft Auto” news. (Nov. 8, 2023)

Dell stock in buy zone as tech giant basks in AI glow. (Nov. 8, 2023)

Cloud software firm Intapp crushes sales, earnings targets. (Nov. 7, 2023)

Chipmaker GlobalFoundries beats earnings goal on in-line sales. (Nov. 7, 2023)

ACM Research smashes earnings target but lowers sales outlook. (Nov. 7, 2023)

Fabrinet tops September-quarter goals, guides above views. (Nov. 6, 2023)

Nvidia stock forms a bullish chart pattern ahead of Q3 report. (Nov. 6, 2023)

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

Saturday, November 4, 2023

Week in review: Apple, Roku, AMD, Qualcomm, CDW, Zebra earnings news


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

Industrial slowdown hits semiconductor stocks; AI, iPhone suppliers fare better. (Nov. 3, 2023)

Apple forecasts flat sales in holiday quarter; Shares fall. (Nov. 3, 2023)

Apple stock drops as sales fall for fourth straight quarter. (Nov. 2, 2023)

Roku stock rockets after third-quarter user gains beat estimates. (Nov. 2, 2023)

Super Micro Computer beats estimates on AI infrastructure demand. (Nov. 1, 2023)

Qualcomm stock rises as chipmaker delivers beat-and-raise report. (Nov. 1, 2023)

Tech reseller CDW tops earnings goal but misses on sales. (Nov. 1, 2023)

AMD forecasts over $2 billion in 2024 AI chip sales, topping views. (Oct. 31, 2023)

Nvidia stock sinks as China trade restrictions set to crimp sales. (Oct. 31, 2023)

Zebra Technologies sees sales downturn continuing into 2024. (Oct. 31, 2023)

Lattice Semiconductor becomes latest chipmaker to guide lower. (Oct. 30, 2023)

Wall Street cuts estimates for Apple’s December quarter. (Oct. 30, 2023)

Photo: Apple Nanjing East retail store in Shanghai, China. (Apple)