Week in review: Broadcom, Ambarella earnings; Podcasting boom

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

Spotify, Apple, Amazon raise the stakes in podcast market. (June 5, 2020)

Broadcom stock shakes off Apple iPhone delay to complete round trip. (June 5, 2020)

Chipmaker Broadcom beats revenue goal on software sales. (June 4, 2020)

Defending Apple TV+: Too soon to write off streaming video service. (June 4, 2020)

Chipmaker Ambarella tops first-quarter targets but guides low. (June 2, 2020)

Chipmaker Qorvo, IBD Stock of the Day, gets a 5G wireless boost. (June 2, 2020)

Microsoft seen beating Apple to $2 trillion market-cap milestone. (June 2, 2020)

Apple could reach $2 trillion market cap in next four years — Here’s how. (June 1, 2020)

Video game stock Zynga surges to 8-year high on acquisition, raised outlook. (June 1, 2020)

Video game stocks to buy and watch, including esports stocks. (June 1, 2020)

What are FANG stocks, and should you invest in them? (June 1, 2020)

Is Roku stock a buy as Covid-19 shut-ins use its streaming video service? (June 1, 2020)

Photo: Joe Rogan, host of “The Joe Rogan Experience” podcast. (Spotify)

Week in review: Chipmakers, others warn on coronavirus impact

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

Chipmaker AMD presents “compelling” growth strategy at analyst day. (March 6, 2020)

Apple stock gets price-target cut on growing coronavirus impact. (March 6, 2020)

Vivint Smart Home tops fourth-quarter sales target in public debut. (March 5, 2020)

Supercomputer deal called huge win for chipmaker AMD. (March 5, 2020)

Marvell Technology surges as chipmaker beats fourth-quarter targets. (March 4, 2020)

Netflix stock called “impervious” to coronavirus impact. (March 4, 2020)

Security-camera chipmaker Ambarella beats fourth-quarter earnings goal. (March 3, 2020)

Microchip, Qorvo warn on coronavirus; AMD stock nabs upgrade. (March 3, 2020)

Video game stocks to buy and watch, including esports stocks. (March 3, 2020)

Tracking-chip maker Impinj rockets on fourth-quarter beat and raise. (March 2, 2020)

NXP Semiconductors latest tech firm to warn on coronavirus impact. (March 2, 2020)

Apple stock called oversold, upgraded to buy after big drop. (March 2, 2020)

Photo: A lab technician works for chipmaker Qorvo. (Qorvo)

Week in review: Intel, Logitech, TI, Xilinx earnings

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

Intel stock drops on mixed fourth-quarter results, disappointing guide. (Jan. 24, 2019)

Lam Research stock jumps on December-quarter results, guidance. (Jan. 24, 2019)

Top-rated chipmaker Xilinx breaks out on upbeat earnings report. (Jan. 24, 2019)

Chipmaker Xilinx crushes Wall Street’s sales, earnings views. (Jan. 23, 2019)

Texas Instruments beats fourth-quarter earnings target. (Jan. 23, 2019)

Apple stock gets price-target cut amid continued soft iPhone sales. (Jan. 23, 2019)

Take-Two stock is the only major video game publisher worth buying: analyst (Jan. 22, 2019)

Logitech riding esports, video collaboration secular growth trends. (Jan. 22, 2019)

Apple Pay now supported by 65% of U.S. retail locations. (Jan. 22, 2019)

Photo: Logitech peripherals (Logitech)

Week in review: Apple iPhone XS goes on sale; Micron outlook disappoints

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

Shorter lines greet new iPhones thanks to staggered launch. (Sept. 21, 2018)

Are esports contests ready to emerge from your parents’ basements? (Sept. 21, 2018)

Micron nicked by U.S.-China trade war, Intel chip shortage. (Sept. 21, 2018)

Micron Technology beats earnings targets, but disappoints on outlook. (Sept. 20, 2018)

Adobe Systems bulks up marketing software with Marketo acquisition. (Sept. 20, 2018)

Autodesk stock gets boost from bullish analyst report. (Sept. 20, 2018)

AMD gets price-target hike, Nvidia dinged on gaming processor reviews. (Sept. 20, 2018)

Apple iPhone XS preorder concerns overblown, analyst says. (Sept. 19, 2018)

Netflix subscriber growth seen rebounding in third quarter. (Sept. 19, 2018)

Top chip stocks AMD, Nvidia nab price-target increases. (Sept. 18, 2018)

Microsoft stock gets price-target hike ahead of developer show. (Sept. 18, 2018)

Netflix gets lift from Emmy wins, ties HBO for most awards. (Sept. 18, 2018)

Apple iPhone XS preorders off to slow start, below iPhone X. (Sept. 17, 2018)

Chipmaker Broadcom upgraded to buy on earnings prospects. (Sept. 17, 2018)

Photo: Apple iPhone XS goes on sale at Apple Store on Orchard Road in Singapore. (Apple)

Week in review: Activision inks e-sports broadcast deal; Broadcom buys CA

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

Apple R&D spending way up, but not much to show for it. (July 13, 2018)

Modest growth seen for Apple’s next-generation iPhones. (July 13, 2018)

Infosys quarterly earnings beat views, but revenue comes up short. (July 13, 2018)

Microsoft stock spikes to record high on earnings expectations. (July 12, 2018)

Netflix stock hit with downgrade ahead of earnings report. (July 12, 2018)

Analysts criticize Broadcom acquisition of CA Technologies. (July 12, 2018)

Broadcom to buy enterprise software firm CA for $18.9 billion. (July 11, 2018)

Activision signs esports broadcast deal with Disney for Overwatch League. (July 11, 2018)

Netflix earnings report next possible catalyst for stock. (July 11, 2018)

Streaming music leader Spotify notches record high on bullish views. (July 11, 2018)

Augmented reality seen boosting Apple revenue. (July 11, 2018)

Waymo could add way mo’ to Alphabet’s stock price. (July 10, 2018)

Spotify stock initiated at neutral, limited upside seen. (July 10, 2018)

Cloud computing giants taking bigger share of enterprise IT spending. (July 9, 2018)

Analyst turns positive on Baidu, cuts estimates for Alibaba, Tencent. (July 9, 2018)

Chip equipment stocks get price-target cuts on market slowdown. (July 9, 2018)

Photo: Overwatch League inaugural season. (Activision Blizzard)

Week in review: E3 2018 video game expo

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

These stocks got the biggest bounce from E3 video game expo. (June 15, 2018)

Apple to spend $900 million on original video content this year: analyst. (June 15, 2018)

Adobe stock nabs price-target hikes after beat-and-raise report. (June 15, 2018)

Adobe beats Wall Street’s second-quarter targets, guides higher. (June 14, 2018)

Netflix stock spikes to record high as investors ignore short-seller call. (June 14, 2018)

Apple services business faces skepticism from Wall Street analyst. (June 14, 2018)

Headset maker Turtle Beach riding high from “Fortnite effect.” (June 14, 2018)

“Red Dead” game not threatened by stiff competition, Take-Two CEO says. (June 13, 2018)

Two top chip-gear stocks hit with downgrades while one upgraded. (June 13, 2018)

NBA 2K League tries to stand out from esports crowd. (June 13, 2018)

Nintendo, Sony, Ubisoft bring out big guns at E3 video game show. (June 12, 2018)

E3 to show video game industry vibrancy and innovation. (June 11, 2018)

Video game stocks called “must own” group ahead of E3 expo. (June 11, 2018)

Microsoft acquires 5 game studios, touts diverse E3 software lineup. (June 11, 2018)

EA enters battle royale games with “Battlefield 5.” (June 11, 2018)

Photos: E3 2018 in downtown Los Angeles. (ESA)

Week in review: Apple WWDC, Broadcom earnings

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

“Fortnite,” esports set to rule E3 video game show. (June 8, 2018)

Apple iPhone production pullback hits chip suppliers. (June 8, 2018)

Broadcom beats Wall Street’s fiscal second-quarter targets. (June 7, 2018)

Chip-gear maker Entegris flirts with buy point after acquisition. (June 7, 2018)

AMD stock nears buy point on trade show announcements. (June 6, 2018)

Apple having mixed success with services offerings. (June 6, 2018)

Broadcom looks to regain momentum after warning on weak demand. (June 5, 2018)

Chip stocks on the rise: ASML, STMicro, others. (June 5, 2018)

Apple gets positive reviews for WWDC keynote news. (June 5, 2018)

Apple debuts iOS 12, group FaceTime, new augmented reality apps. (June 4, 2018)

Microsoft to buy software development platform GitHub for $7.5 billion. (June 4, 2018)

Photo: Apple iPhone, iPad, Apple TV and HomePod. (Apple)

Week in review: Adobe, Broadcom earnings; Trump nixes chip deal

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

Electronic Arts stock flirts with buy point, retreats. (March 16, 2018)

Apple supply chain checks point to disappointing HomePod sales. (March 16, 2018)

Adobe spikes to record high on beat-and-raise quarterly report. (March 16, 2018)

Broadcom sales take a hit with Apple iPhone production slowdown. (March 16, 2018)

Adobe Systems crushes first-quarter views, shares rise late. (March 15, 2018)

Broadcom tops first-quarter targets, gives in-line sales guidance. (March 15, 2018)

Two IBD 50 chip stocks get fresh buy recommendations. (March 15, 2018)

Netflix said to seek news content, gets a price-target hike. (March 14, 2018)

Broadcom earnings in focus after Qualcomm bid withdrawal. (March 14, 2018)

Nvidia early winner in esports boom; Video game publishers to follow. (March 13, 2018)

Apple stock touches another record, helped by services business. (March 13, 2018)

What’s next for Broadcom now that Trump’s nixed Qualcomm buy? (March 13, 2018)

Netflix stock pressured by short-seller Citron after huge run-up. (March 12, 2018)

New Spielberg movie could boost virtual-reality adoption. (March 12, 2018)

Micron leads chip stocks higher; Analog Devices, Microchip Tech break out. (March 12, 2018)

Broadcom accelerates move to U.S. headquarters amid Qualcomm drama. (March 12, 2018)

Photo: Adobe CEO Shantanu Narayen speaks at Adobe Max 2017 conference. (Adobe)

Week in review: Roku, HP, Garmin, Zebra, Universal Display earnings

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

Apple spring product launches could include charging mat, new AirPods. (Feb. 23, 2018)

HP Inc. stock gets price-target hikes on beat-and-raise report. (Feb. 23, 2018)

Universal Display stock falls as OLED market “takes a breather.” (Feb. 23, 2018)

Universal Display beats fourth-quarter views, but stock falls on outlook. (Feb. 22, 2018)

HP Inc. stock soars on first-quarter beat, raised guidance. (Feb. 22, 2018)

Broadcom could buy these 5 chipmakers if Qualcomm bid fails. (Feb. 22, 2018)

Roku stock tumbles as it faces “mile-high expectations.” (Feb. 22, 2018)

Zebra Technologies stock soars on fourth-quarter earnings report. (Feb. 22, 2018)

Roku earnings top, but streaming IPO crashes on revenue guidance. (Feb. 21, 2018)

Global esports revenue forecast to top $905 million in 2018. (Feb. 21, 2018)

Apple OLED-screen iPhone production plans shrinking. (Feb. 21, 2018)

Netflix subscriber survey shows willingness to absorb higher pricing. (Feb. 21, 2018)

Garmin stock drops despite fourth-quarter beat-and-raise report. (Feb. 21, 2018)

Broadcom trims its offer for Qualcomm after NXP deal. (Feb. 21, 2018)

Universal Display upgraded to buy ahead of earnings. (Feb. 20, 2018)

Qualcomm raises bid for NXP, could scuttle Broadcom takeover. (Feb. 20, 2018)

Photo: LG unveils an 88-inch 8K OLED television ahead of CES 2018. (LG Display)

Week in review: Universal Display-Samsung deal, Applied Materials earnings

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

Qualcomm spurns Broadcom’s $121 billion marriage proposal. (Feb. 16, 2018)

Universal Display slips as client Samsung deals with surplus. (Feb. 16, 2018)

Monotype earnings report provides font of good news. (Feb. 16, 2018)

Netflix stock gets price-target hike on widening competitive moat. (Feb. 15, 2018)

Apple stock rises as Berkshire Hathaway increases its stake. (Feb. 15, 2018)

Applied Materials results mulled by skeptical investors. (Feb. 15, 2018)

Applied Materials delivers first-quarter beat, raised outlook. (Feb. 14, 2018)

AI, cloud, Internet of Things seen driving chip sales in 2018. (Feb. 14, 2018)

Netflix rises on latest content coup, price-target hike. (Feb. 14, 2018)

OLED specialist Universal Display gets bump from Samsung deal. (Feb. 14, 2018)

Esports channel Twitch draws more viewers than CNN. (Feb. 13, 2018)

Apple entering post-supercycle era, but iPhone installed base still growing. (Feb. 13, 2018)

Ichor Holdings upgraded to strong buy; Veeco rallies on earnings report. (Feb. 13, 2018)

Netflix stock showing strength amid market turmoil. (Feb. 12, 2018)

Applied Materials sales, earnings seen accelerating. (Feb. 12, 2018)

Apple shareholder meeting could provide clues to strategy. (Feb. 12, 2018)

Photo: Universal Display OLED materials.

Week in review: Apple, Microsoft, EA, AMD earnings

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

Apple stock plunges as investors digest weak iPhone sales, guidance. (Feb. 2, 2018)

Apple Watch mystery: How many sold in the holiday quarter? (Feb. 2, 2018)

IPhone chip suppliers pressured by Apple’s quarterly report. (Feb. 2, 2018)

Apple beats December-quarter views, guides lower for March quarter. (Feb. 1, 2018)

Take-Two Interactive Software gunned down by Wild West game delay. (Feb. 1, 2018)

Qorvo stock rockets on Apple contract win, Broadcom slips. (Feb. 1, 2018)

Microsoft quarterly results impress analysts, but not investors. (Feb. 1, 2018)

Microsoft cloud business fuels December-quarter beat. (Jan. 31, 2018)

Electronic Arts breaks out on holiday-quarter report, outlook. (Jan. 31, 2018)

Apple stock downgraded; iPhone seen “hitting a plateau.” (Jan. 31, 2018)

Feeling chipper: Broadcom jumps on outlook, AMD pops on earnings. (Jan. 31, 2018)

Chipmaker AMD beats quarterly targets, guides higher. (Jan. 30, 2018)

Electronic Arts stock rises late on upbeat March-quarter guidance. (Jan. 30, 2018)

Netflix is getting more thumbs down for its original programs. (Jan. 30, 2018)

Esports business likely to frustrate investors: analyst. (Jan. 30, 2018)

Maxim Integrated shares drop as Renesas denies merger interest. (Jan. 30, 2018)

Chipmaker Maxim jumps on possible Renesas takeover. (Jan. 29, 2018)

Augmented reality glasses still 2-3 years from consumer market. (Jan. 29, 2018)

OLED display suppliers dim on lowered iPhone X prospects. (Jan. 29, 2018)

Take-Two seen getting boost from “Doomsday Heist.” (Jan. 29, 2018)

Apple cutting iPhone X production in half after disappointing sales: report (Jan. 29, 2018)

Photo: EA Sports “Madden NFL 18.”

Week in review: Netflix rate hike, e-sports spotlight

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

Can e-sports’ armchair gladiators vanquish hulking NFL players? (Oct. 6, 2017)

Square snares sellers with sticky services in financial tech. (Oct. 6, 2017)

U.S. homes with smart speakers more than triple from year ago. (Oct. 5, 2017)

Netflix stock breaks out as internet TV network reveals price hikes. (Oct. 5, 2017)

Microsoft stock upgraded to buy on Office, Azure, video games. (Oct. 5, 2017)

Netflix stock gets boost from bullish report by UBS. (Oct. 4, 2017)

Apple grapples with iPhone X delay rumors, iPhone 8 flaw reports. (Oct. 4, 2017)

Last year’s iPhones seen as better deal than latest models. (Oct. 3, 2017)

Tesla stock falls on Model 3 production miss due to bottlenecks. (Oct. 3, 2017)

Tesla shares dip after third-quarter vehicle delivery report. (Oct. 2, 2017)

Apple iPhone X demand strong, but supply is a growing concern. (Oct. 2, 2017)

Roku refreshes streaming device lineup for holiday season. (Oct. 2, 2017)

Photo: Scene from season two of “Stranger Things.” (Netflix)

Week in review: Activision Blizzard unveils first Overwatch League teams

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

Move over FANGs, China’s BAT stocks go from copycats to fat cats. (July 14, 2017)

Netflix seen getting subscriber boost from original content premieres. (July 14, 2017)

OLED smartphone growth driving this hot stock. (July 14, 2017)

Activision Blizzard earns kudos for “Overwatch” e-sports moves. (July 13, 2017)

Netflix earnings power underappreciated, gets price-target hike. (July 13, 2017)

Facebook hopes to goose VR headset sales with lower prices. (July 13, 2017)

Why Apple iPhone 8 developers are in “panic” mode. (July 12 2017)

Chip stock upgraded to buy on Apple, Tesla contract wins. (July 11, 2017)

Apple iPhone 8 expectations too high, No “supercycle” ahead: analyst. (July 11, 2017)

Apple iPhone 8 could give consumers sticker shock. (July 10, 2017)

This top-rated chip-gear maker got a price-target hike. (July 10, 2017)

Two IBD 50 chip stocks get price-target hikes; Intel downgraded. (July 10, 2017)

Photo: “Overwatch” competition. (Activision Blizzard)

Week in review: E3 video game show

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

Top video game stocks look attractive after E3 show. (June 16, 2017)

Amazon-Whole Foods deal sends this chip IPO soaring. (June 16, 2017)

Fantasies of Apple buying Disney fade with new hires. (June 16, 2017)

Two chip stocks on IBD 50 list initiated with buy ratings. (June 16, 2017)

Two chip gear makers earn price-target hikes in hot semiconductor market. (June 16, 2017)

3 chip stocks are plays on iPhone 8-led wireless charging shift. (June 15, 2017)

Video game publishers see more digital downloads, microtransactions. (June 15, 2017)

This company’s outlook points to strong Apple iPhone 8 cycle. (June 15, 2017)

Qualcomm gets price-target hike; Broadcom still a “top pick.” (June 15, 2017)

This deal opened Pandora’s Box of negative reactions. (June 14, 2017)

Nvidia to see lift from Nintendo Switch sales, gets price-target hike. (June 14, 2017)

Apple might have to make car to succeed in autonomous driving. (June 14, 2017)

These two video game publishers “well positioned” for holiday sales. (June 14, 2017)

Tracking-chip maker Impinj seen as “open-ended growth story.” (June 13, 2017)

Nintendo makes pitch for Switch at E3, previews new games. (June 13, 2017)

Sony touts 60 million PS4 console sales, E3 game unveilings. (June 13, 2017)

Apple finally confirms its worst-kept secret. (June 13, 2017)

Intel gets game on with e-sports partnerships, virtual reality, new chips. (June 12, 2017)

Is Apple hobbling older iPhones to spur upgrades? (June 12, 2017)

2 leading tech stocks grabbing early E3 buzz. (June 12, 2017)

Analyst tells Apple investors it’s time to step to the sidelines. (June 12, 2017)

Photo: “Star Wars Battlefront 2” from Electronic Arts.

Week in review: Apple WWDC, E3 preview, robot deliveries

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

E3 show to set expectations for big holiday video game launches. (June 9, 2017)

Apple dives nearly 4%, finds support at 50-day moving average. (June 9, 2017)

IBD 50 chip stock Cavium initiated with buy rating. (June 9, 2017)

Graphics chip maker Nvidia soars to record high, but reverses. (June 9, 2017)

Are drone deliveries and robotic gofers ready to serve you? (June 9, 2017)

Sirius XM makes strategic investment in Pandora Media. (June 9, 2017)

These 3 stocks are plays on the fast-growing e-sports market. (June 8, 2017)

Why being late to market doesn’t hurt Apple HomePod. (June 8, 2017)

NetEase hits record high despite sell rating; E3 show on tap. (June 8, 2017)

Dell Technologies tumbles below buy point despite solid results. (June 8, 2017)

“Star Wars,” “Call of Duty,” Scorpio vying to be top guns at E3 show. (June 7, 2017)

Device analysis reveals chip winners; Ambarella tumbles on outlook. (June 7, 2017)

This IBD 50 chip stock just notched a record high, here’s why. (June 6, 2017)

What Apple investors liked most from WWDC will surprise you. (June 6, 2017)

Apple plays catch-up with HomePod, upgraded Macs, Amazon Prime Video. (June 6, 2017)

Here’s how Apple will compete in the smart-home music market. (June 5, 2017)

Apple tied with China firm for lead in wearables. (June 5, 2017)

Apple solves iPhone 8 technical snag, production still delayed. (June 5, 2017)

Photo: Apple HomePod smart music speaker.