Saturday, January 27, 2024

Week in review: Netflix, Intel, Logitech earnings


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

Arm elbows into new arenas as chip designer takes on AI, auto, cloud, other markets. (Jan. 26, 2024)

Logitech’s new chief executive targets return to growth. (Jan. 26, 2024)

Intel stock flashes sell signals after chipmaker’s outlook badly misses. (Jan. 26, 2024)

Semiconductor equipment firm KLA falls on weak forecast. (Jan. 25, 2024)

Microsoft cuts 9% of gaming staff after Activision Blizzard purchase. (Jan. 25, 2024)

Chip gear vendor Lam Research tops December-quarter views, guides up. (Jan. 24, 2024)

Spotify stock rises as music streamer benefits from EU competition law. (Jan. 24, 2024)

Chip gear leader ASML beats Q4 targets, gives cautious guidance. (Jan. 24, 2024)

Texas Instruments misses Q4 sales target, gives disappointing outlook. (Jan. 23, 2024)

Netflix stock surges on big subscriber beat in fourth quarter. (Jan. 23, 2024)

Netflix makes major foray into live sports with wrestling deal. (Jan. 23, 2024)

Logitech stock falls as sales decline for ninth straight quarter. (Jan. 23, 2024)

Apple fans snap up Vision Pro headsets, but demand questioned. (Jan. 22, 2024)

Supermicro, AI chip stocks notch record highs but pull back in volatile session. (Jan. 22, 2024)

Evergreen stories:

Is Netflix stock a buy ahead of video streamer’s fourth-quarter report? (Jan. 22, 2024)

Photo: Intel advertises its Intel Core Ultra processor on the Las Vegas Sphere during CES 2024. (Intel)

Saturday, January 20, 2024

Week in review: TSMC earnings, Samsung AI smartphone launch


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

Powerfoyle becoming “Intel Inside” for light-powered gadgets. (Jan. 19, 2024)

Robot barista looks to fill labor shortage. Say hello to Adam. (Jan. 19, 2024)

IRobot stock plummets as EU moves to block takeover by Amazon. (Jan. 19, 2024)

AI computer maker Supermicro hikes outlook, stock soars. (Jan. 18, 2024)

Apple stock gains a new bull on AI, Vision Pro prospects. (Jan. 18, 2024)

Taiwan Semiconductor forecasts return to sales growth in first quarter. (Jan. 18, 2024)

Apple isn’t the only player in spatial computing. Rivals populated CES 2024. (Jan. 17, 2024)

Netflix stock gets price-target hikes as outlook brightens. (Jan. 17, 2024)

Samsung unveils AI-enabled smartphones as Apple gears up for Vision Pro launch. (Jan. 17, 2024)

AMD, Nvidia shares rise on bullish Wall Street reports. (Jan. 16, 2024)

Synopsys purchase of Ansys creates silicon-to-systems design leader. (Jan. 16, 2024)

Microsoft stock gains on AI news. Apple stock slips on iPhone sales woes. (Jan. 16, 2024)

Evergreen stories:

Is Microsoft stock a buy as software giant touts artificial intelligence? (Jan. 17, 2024)

Is Apple stock a buy ahead of December-quarter earnings? (Jan. 17, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Jan. 17, 2024)

Photo: TSMC sign at factory. (TSMC)

Saturday, January 13, 2024

Week in review: CES 2024 news, Apple year-ahead outlook


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

Garmin targeting niche markets in smartwatches for women, kids. (Jan. 12, 2024)

Dolby cranks up volume of licensing deals in autos, TVs, PCs. (Jan. 12, 2024)

Qualcomm in catbird seat for edge AI shift, CEO says. (Jan. 11, 2024)

Smart TV platform battle rages at CES 2024. Amazon, Roku make waves. (Jan. 11, 2024)

Apple in 2024: AI, selling Vision Pro are key challenges. (Jan. 11, 2024)

Automotive chipmakers squeezed by “accordion effect.” (Jan. 10, 2024)

L’Oreal adds glamour to CES 2024 with beauty tech gadgets. (Jan. 9, 2024)

Dell, HP join Intel push for AI PCs. Microsoft Copilot called “marquee” feature. (Jan. 9, 2024)

Nvidia steps up generative AI game with new chips. (Jan. 8, 2024)

AMD rounds out AI PC chip lineup with new desktop processors. (Jan. 8, 2024)

Consumers set to upgrade pandemic-era tech purchases. (Jan. 8, 2024)

Photo: CES 2024 at Venetian Expo in Las Vegas. (Consumer Technology Association)

Saturday, January 6, 2024

Week in review: CES 2024 preview; year-ahead outlooks for Microsoft, PC sales


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

Microsoft stock has these major catalysts ahead in 2024. (Jan. 5, 2024)

Does Nvidia stock still have gas in the tank after its massive rally? (Jan. 4, 2024)

Mobileye stock crashes on weak year-ahead outlook. (Jan. 4, 2024)

Apple stock gets another downgrade. Why analysts are souring on iPhone maker. (Jan. 4, 2024)

Vertex, IBD Stock of the Day, called “underappreciated winner” for 2024. (Jan. 3, 2024)

“AI is the story of the show”: What to expect from CES 2024. (Jan. 3, 2024)

PC, smartphone rebound to drive chip sales in 2024. (Jan. 3, 2024)

AI PCs could spur upgrade cycle in 2024. (Jan. 2, 2024)

Analyst hits sell button on Apple stock as 2024 begins. Here’s why. (Jan. 2, 2024)

Evergreen stories:

Is Netflix stock a buy ahead of video streamer’s fourth-quarter report? (Jan. 3, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Jan. 3, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Jan. 3, 2024)

Is Apple stock a buy ahead of December-quarter earnings? (Jan. 3, 2024)

Photo: CES 2023 (CES)