Saturday, February 24, 2024

Week in review: Nvidia, Synopsys, Intuit, Alarm.com earnings


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

Alarm.com stock pops as sales, earnings growth accelerate. (Feb. 23, 2024)

Altair Engineering tops earnings target but sales light. (Feb. 22, 2024)

TurboTax maker Intuit beats earnings goal but disappoints with outlook. (Feb. 22, 2024)

Nvidia gives Goldilocks outlook to keep bears away. Stock in record high territory. (Feb. 22, 2024)

Nvidia delivers another beat-and-raise quarter fueled by AI chips. (Feb. 21, 2024)

Chip design firm Synopsys delivers higher profits on in-line sales. (Feb. 21, 2024)

Intel creating systems foundry for AI era, adds Microsoft as customer. (Feb. 21, 2024)

Chipmaker Analog Devices forecasts continued weak sales. (Feb. 21, 2024)

Garmin stock rises on quarterly beat, dividend hike, buybacks. (Feb. 21, 2024)

Roku faces big challenges after Walmart’s Vizio acquisition. (Feb. 20, 2024)

Adobe brings conversational AI to PDF documents. (Feb. 20, 2024)

Evergreen stories:

Is Apple stock a buy after December-quarter earnings and Vision Pro launch? (Feb. 20, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Feb. 20, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Feb. 20, 2024)

Is Netflix stock a buy after video streamer’s fourth-quarter report? (Feb. 20, 2024)

Photo: Nvidia headquarters in Santa Clara, Calif. (Nvidia)

Saturday, February 17, 2024

Week in review: Roku, AppLovin, GlobalFoundries, SharkNinja earnings


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

Adobe tumbles as OpenAI invades its turf with video creation tool. (Feb. 16, 2024)

Nvidia set for “most important earnings report of the year.” (Feb. 16, 2024)

Streaming video platform Roku tops user target, but stock drops. (Feb. 15, 2024)

Applied Materials stock surges after beat-and-raise earnings report. (Feb. 15, 2024)

InterDigital, IBD Stock of the Day, surprises with big beat-and-raise report (Feb. 15, 2024)

Super Micro Computer extends dizzying climb on bullish report. (Feb. 15, 2024)

SharkNinja slays fourth-quarter targets on strong holiday sales. (Feb. 15, 2024)

AppLovin gets kisses for Valentine’s Day earnings beat. (Feb. 14, 2024)

Apple’s AI strategy could include more useful virtual assistant, Siri 2.0. (Feb. 14, 2024)

Semiconductor market starting to recover, chip gear maker says. (Feb. 14, 2024)

Walmart reportedly wants to buy TV maker Vizio. Roku stock falls on the news. (Feb. 13, 2024)

AI stocks pull back after steep climb. Microsoft Copilot reviews are mixed. (Feb. 13, 2024)

GlobalFoundries latest chipmaker to guide lower for March quarter. (Feb. 13, 2024)

Cadence Design Systems stock falls on disappointing earnings outlook. (Feb. 12, 2024)

Arm continues meteoric rise amid AI stock buying frenzy (Feb. 12, 2024)

Evergreen stories:

Is Microsoft stock a buy as software giant touts artificial intelligence? (Feb. 12, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Feb. 12, 2024)

Is Netflix stock a buy after video streamer’s fourth-quarter report? (Feb. 12, 2024)

Is Apple stock a buy after December-quarter earnings and Vision Pro launch? (Feb. 12, 2024)

Photo: SharkNinja’s Ninja DoubleStack XL vertical two-basket air fryer. (SharkNinja)

Saturday, February 10, 2024

Week in review: Arm, CDW, Impinj, Intapp, Onsemi, Roblox, Spotify, Symbotic, Take-Two earnings


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

Tracking-chip maker Impinj bags beat-and-raise report, sending PI stock higher. (Feb. 9, 2024)

How AppLovin is taking on ad giants Meta, Alphabet — and quadrupled its stock price in a year. (Feb. 9, 2024)

Video game publisher Take-Two whiffs on guidance, stock tanks. (Feb. 8, 2024)

Power chips for AI systems fuel chipmaker’s Q4 beat. (Feb. 8, 2024)

Arm stock rockets after chip designer beats estimates, guides higher. (Feb. 7, 2024)

Roblox stock surges as game platform beats estimates, guides higher. (Feb. 7, 2024)

Tech reseller CDW edges above earnings target but sales lag. (Feb. 7, 2024)

Enterprise software firm Intapp tops December-quarter targets. (Feb. 6, 2024)

Spotify stock jumps as music streamer beats subscriber estimate. (Feb. 6, 2024)

Symbotic stock tanks as warehouse automation firm posts in-line results. (Feb. 5, 2024)

Apple Vision Pro wows consumers, but high price to limit demand. (Feb. 5, 2024)

Nvidia stock spikes to record high after Goldman Sachs endorsement. (Feb. 5, 2024)

Chipmaker Onsemi beats Q4 views but gives soft outlook. (Feb. 5, 2024)

Photo: Arm chip illustration (Arm)

Saturday, February 3, 2024

Week in review: Apple launches Apple Vision Pro


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

Microchip joins other chipmakers cutting March-quarter forecasts. (Feb. 2, 2024)

Atlassian stock tumbles as growth story stalls for software maker. (Feb. 2, 2024)

Apple forecasts weak March-quarter sales, launches Vision Pro. (Feb. 2, 2024)

Apple tops December-quarter views, but China sales slide worries investors. (Feb. 1, 2024)

Apple Vision Pro: Game-changing device or pricey misfire? (Feb. 1, 2024)

Qualcomm stock falls as investors fret about smartphone sales. (Jan. 31, 2024)

AMD stock falls as chipmaker guides below views for current quarter. (Jan. 30, 2024)

Microsoft beats December-quarter targets on strong cloud business. (Jan. 30, 2024)

Supermicro stock rises as AI computer maker raises full-year outlook. (Jan. 29, 2024)

IRobot stock tumbles after Amazon cancels acquisition. (Jan. 29, 2024)

Photo: Apple Vision Pro spatial computing headset. (Apple)