Showing posts with label mellanox. Show all posts
Showing posts with label mellanox. Show all posts

Saturday, April 18, 2020

Week in review: ASML, Taiwan Semiconductor earnings; Apple iPhone SE launch

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

Netflix bears try to spoil streaming video leader’s rally. (April 17, 2020)

Nvidia fortifies data-center moat with Mellanox acquisition. (April 17, 2020)

Video game stocks rack up high scores as consumers stay home. (April 16, 2020)

Netflix’s lead in streaming video market might be “insurmountable.” (April 16, 2020)

Microsoft in right place at right time to gain from coronavirus crisis. (April 16, 2020)

Taiwan Semiconductor gets lift from 5G, high-performance computing. (April 16, 2020)

Apple unveils budget-conscious iPhone amid Covid-19 economic downturn. (April 15, 2020)

Netflix stock hits record high as more consumers chill with its service. (April 15, 2020)

Chip-gear maker ASML misses profit target on Covid-19 disruptions. (April 15, 2020)

Data center chipmakers surge as cloud computing use rises. (April 14, 2020)

Roku stock jumps as streaming video platform reveals big user growth. (April 14, 2020)

Netflix stock surges after app downloads go gangbusters in March. (April 13, 2020)

Semiconductor equipment stocks lose key tailwind. (April 13, 2020)

Photo: Apple’s second-generation iPhone SE. (Apple)

Saturday, March 16, 2019

Week in review: Nvidia buys Mellanox; Adobe, Broadcom, Turtle Beach earnings

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

Adobe stock drops after “noisy” quarter, disappointing guidance. (March 15, 2019)

Apple fights back against Spotify’s App Store “tax” complaints. (March 15, 2019)

Gaming headset maker Turtle Beach beats Q4 views, but guidance disappoints. (March 14, 2019)

Broadcom earnings crush views, but sales light in first quarter. (March 14, 2019)

Adobe earnings beat goal for first quarter, but outlook misses. (March 14, 2019)

Two design software stocks get price-target hikes as group soars. (March 14, 2019)

Apple scores fresh buy rating as services seen driving growth. (March 14, 2019)

Semtech earnings outlook weak, stock tumbles late. (March 13, 2019)

Roku stock plummets after downgrades from two Wall Street firms. (March 13, 2019)

Spotify files antitrust complaint against Apple App Store with EU. (March 13, 2019)

Broadcom earnings growth seen slowing to a crawl in first quarter. (March 13, 2019)

Adobe earnings likely to hit the brakes in first quarter. (March 13, 2019)

Could Netflix’s foreign content surge hurt its domestic business? (March 12, 2019)

Apple video service could hit 100 million subscribers in 5 years: report. (March 12, 2019)

Nvidia’s purchase of Mellanox seen as defensive move, but Wall Street approves. (March 12, 2019)

Photo: Nvidia data center racks (Nvidia)

Saturday, February 2, 2019

Week in review: iRobot debuts robot lawn mower; Apple, Microsoft earnings

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

Sirius XM Holdings completes purchase of Pandora Media. (Feb. 1, 2019)

Video game stocks Glu Mobile, Zynga rally ahead of earnings. (Feb. 1, 2019)

Microsoft stock drops on sales guidance miss for current quarter. (Jan. 31, 2019)

Chipmakers Cree, Mellanox Technologies advance post-earnings. (Jan. 31, 2019)

Intel names interim CEO as permanent chief after seven-month search. (Jan. 31, 2019)

Qualcomm stock jumps as chipmaker beats earnings target. (Jan. 30, 2019)

Mellanox Technologies crushes fourth-quarter sales, earnings targets. (Jan. 30, 2019)

Microsoft stock drops on mixed December-quarter report. (Jan. 30, 2019)

Mellanox Technologies stock soars on Intel takeover talk. (Jan. 30, 2019)

Roomba maker iRobot expands fleet with Terra lawn-mowing bot. (Jan. 30, 2019)

Apple earnings report shows company more than just iPhone maker. (Jan. 30, 2019)

Apple stock rises as quarterly sales, earnings edge views. (Jan. 29, 2019)

AMD stock rises despite mixed fourth-quarter earnings report. (Jan. 29, 2019)

Applied Materials, Lam Research upgraded to buy as analyst calls bottom. (Jan. 29, 2019)

Apple earnings report faces skeptical Wall Street analysts. (Jan. 28, 2019)

Dell, Logitech, Sonos nab fresh buy ratings from Wall Street. (Jan. 28, 2019)

Nvidia stock tumbles as chipmaker cuts fourth-quarter guidance. (Jan. 28, 2019)

Photos: iRobot Terra lawn mower (top); singer Ariana Grande speaks at Sirius XM studio. (Photos from iRobot and Sirius XM)


Saturday, December 22, 2018

Week in review: Micron earnings, Zynga acquisition, 2019 outlook for Apple, chips and smart speakers

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

Chip stocks looking to find a bottom sometime in early 2019. (Dec. 21, 2018)

Renewable energy helps power these utility dividend stocks. (Dec. 21, 2018)

Amazon Echo seen losing ground to rival smart speakers in 2019. (Dec. 21, 2018)

Game developer Zynga gets positive reviews for Small Giant acquisition. (Dec. 21, 2018)

Autodesk adds to construction software portfolio with acquisition. (Dec. 20, 2018)

Apple stock gets fresh price-target cuts as bulls sober up. (Dec. 20, 2018)

IBD Stock of the Day: Hot chipmaker Mellanox is acquisition target. (Dec. 19, 2018)

Micron stock tanks on downturn in demand for memory chips. (Dec. 19, 2018)

Micron warns of weak market for memory chips, guides lower. (Dec. 18, 2018)

Netflix investors nervous about its ballooning content spending. (Dec. 18, 2018)

2019 outlook: Will the coming year be a lost one for Apple stock? (Dec. 17, 2018)

Photo: Zynga plans to buy Small Giant Games, maker of “Empires & Puzzles.”

Saturday, October 27, 2018

Week in review: Microsoft, iRobot, Arlo, Logitech, AMD, Intel, Texas Instruments Q3 earnings

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

Great reviews for “Red Dead” bode well for Take-Two Interactive Software. (Oct. 26, 2018)

Arlo stock falls as security camera maker disappoints on outlook. (Oct. 26, 2018)

Mellanox Technologies rises on takeover speculation. (Oct. 26, 2018)

Intel stock jumps on better-than-expected third-quarter earnings. (Oct. 25, 2018)

Chip stocks Xilinx, Mellanox buck market downtrend as AMD plummets. (Oct. 25, 2018)

Microsoft on cloud nine after September-quarter earnings beat. (Oct. 25, 2018)

Microsoft stock rises on better-than-expected September-quarter earnings. (Oct. 24, 2018)

AMD stock crashes on revenue miss, weak sales guidance. (Oct. 24, 2018)

Apple stock nabs price-target hike on rising iPhone prices. (Oct. 24, 2018)

Silicon Labs, STMicroelectronics latest chipmakers to guide lower. (Oct. 24, 2018)

IRobot stock upgraded to buy after sell-off over tariff worries. (Oct. 24, 2018)

Roomba maker iRobot crushes third-quarter views, raises targets. (Oct. 23, 2018)

Texas Instruments warns of slowing demand, guides down. (Oct. 23, 2018)

Logitech stock pounded for light full-year sales guidance. (Oct. 23, 2018)

Chip stocks hammered by price-target cuts amid negative sentiment. (Oct. 23, 2018)

Cadence Design Systems jumps on third-quarter earnings beat. (Oct. 23, 2018)

Chip stocks face wall of worry in third-quarter reporting period. (Oct. 22, 2018)

Apple iPhone XR preorders called “mildly disappointing.” (Oct. 22, 2018)

Photo: Arlo home-security camera. (Arlo Technologies)

Saturday, July 21, 2018

Week in review: Netflix, Microsoft, TSMC, ASML earnings

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

Spotify stock gets price-target hikes ahead of earnings report. (July 20, 2018)

Netflix subscribers upgrading to premium service tier. (July 20, 2018)

Microsoft stock carves record high on June-quarter earnings beat. (July 20, 2018)

Microsoft cloud services drive June-quarter sales, earnings beat. (July 19, 2018)

Skyworks Solutions stock jumps on fiscal third-quarter beat. (July 19, 2018)

Netflix stock falls on possible Walmart streaming video service. (July 19, 2018)

Microchip Technology, ON Semiconductor initiated with buy ratings. (July 19, 2018)

Chipmaker TSMC cuts sales outlook on crypto, smartphone slowdown. (July 19, 2018)

Chipmaker Broadcom downgraded on rising strategic uncertainty. (July 18, 2018)

Chip gear maker ASML jumps on second-quarter beat. (July 18, 2018)

Texas Instruments CEO ousted over personal misconduct. (July 17, 2018)

Chipmaker Mellanox beats second-quarter sales, earnings views. (July 17, 2018)

Microsoft stock gets price-target hikes ahead of earnings report. (July 17, 2018)

Netflix stock dives on big subscriber miss, reduced outlook. (July 17, 2018)

Netflix misses second-quarter subscriber target; stock tumbles. (July 16, 2018)

Over half of Apple’s profit could come from services by 2025. (July 16, 2018)

Roku adds TV speakers to streaming video hardware lineup. (July 16, 2018)

Photo: Season two of “Marvel’s Luke Cage.” (Netflix)

Saturday, January 5, 2013

Week in review: Ultra HD television predicted to dominate 2013 CES show

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

Ultra HD television, or 4K TV, will be a CES highlight, but no breakout device is seen for upcoming consumer tech show. (Jan. 4, 2013)

Discovery Communications weighs entry into ultra high-definition TV. (Jan. 4, 2013)

Coinstar stock falls on CEO change at the Redbox parent company. (Jan. 3, 2013)

Apple predicted to launch Internet radio service. (Jan. 3, 2013)

3D printer maker 3D Systems to acquire software company Geomagic. (Jan. 3, 2013)

Microsoft buys home automation software firm, report says. (Jan. 3, 2013)

Mellanox stock falls on fourth-quarter sales warning and analyst downgrades. (Jan. 3, 2013)

Mellanox interconnect products aim to speed data throughput. (Jan. 2, 2013)

Apple iPhone 6 and iOS 7 being tested and a smart watch could be on the way, reports say. (Jan. 2, 2013)

Facebook, Apple, Katy Perry star in 2013 predictions. (Dec. 31, 2012)

2013 tech trends: slowing smartphones, speeding mobile payments. (Dec. 27, 2012)

Apple to manufacture Mac Mini computers in U.S., report says. (Dec. 27, 2012)

Marvell Technology vows to fight big patent verdict. (Dec. 27, 2012)

Marvell Technology Group loses patent case to Carnegie Mellon University and is ordered to pay $1.17 billion. (Dec. 26, 2012)

Digital gifting extends into Christmas Day. (Dec. 26, 2012)

Semiconductor sales outlook slashed for 2012 and 2013. (Dec. 26, 2012)

IRobot stock rises along with New England Patriots. (Dec. 24, 2012)

Photo: Samsung TV display at CES 2012 in Las Vegas. (Photo by Consumer Electronics Association.) 

Saturday, October 20, 2012

Week in review: Microsoft readies Surface

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

Microsoft Windows 8 faces growing pressure to succeed. (Oct. 19, 2012)

Microsoft misses Q1 estimates ahead of Windows 8 launch. (Oct. 18, 2012)

Microsoft Surface tablet pricing called “fatal mistake.” (Oct. 18, 2012)

Apple must apologize for calling Samsung a copycat. (Oct. 18, 2012)

Mellanox stock plunges on guidance. (Oct. 18, 2012)

Microsoft facing a down quarter ahead of Windows 8. (Oct. 18, 2012)

Apple iPad Mini likely to cannibalize 15% to 20% of regular iPad sales. (Oct. 17, 2012)

Intel sees no PC sales boost from Microsoft’s Windows 8 near term. (Oct. 17, 2012)

Apple sets Oct. 23 for expected iPad Mini debut. (Oct. 16, 2012)

Microsoft Surface tablets match Apple iPad on price. (Oct. 16, 2012)

Intel seen posting first sales decline in three years. (Oct. 15, 2012)

Photo: Microsoft Surface tablet with colored keyboard covers. 

Saturday, September 15, 2012

Week in review: Apple debuts iPhone 5 and new iPod music players

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

Apple stock hits new record high on aggressive iPhone 5 rollout plans. (Sept. 13, 2012)

Apple shares up on early reviews for iPhone 5. (Sept. 13,2012)

Apple shakes up sleepy iPod music player business. (Sept.12, 2012)

Apple iPhone 5 feels “like a piece of fine jewelry.” (Sept.12, 2012)

Apple stock rises as iPhone 5 is unveiled. (Sept. 12, 2012)

How Apple could help President Obama win re-election. (Sept.12, 2012)

More purported Apple iPad Mini photos surface. (Sept. 11,2012)

Networking chip maker Mellanox Technologies fell hard for a second straight trading day on fears about its rich valuation, a key executive departure and a possible pause in demand signaled by Intel. (Sept. 11, 2012)

Mellanox stock falls sharply on CFO retirement news. (Sept.10, 2012)

Photos: Apple iPhone 5 (top) and new iPod Touch.

Saturday, July 21, 2012

Week in review: 3D printers graduate from prototypes to end products

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

The fast-growing 3D printer market is transitioning from making plastic models of consumer goods to end products such as dental fittings and hearing aids.
Stratasys and 3D Systems are leading companies in the field. (July 20, 2012)

Samsung Electronics extended its lead in the worldwide LCD TV market in the first quarter, while the overall market shrank. (July 20, 2012)

Altera and Texas Instruments are seen posting year-over-year declines in Q2. (July 20, 2012)

Investors sour on Microsoft’s Q4 earnings report.
It turns out, Microsoft only matched EPS views, not beat them.
The software giant posts its first quarterly loss as a public company. (July 20, 2012)

Microsoft shares rise in after-hours trading following the company’s fiscal Q4 earnings news.
Microsoft’s Q4 results were helped by strong sales in its server and enterprise software businesses. (July 19, 2012)

Mellanox vaults higher on Q2 results and Q3 forecast. (July 19, 2012)

Mellanox Technologies shares leap to new highs after the fabless chip company obliterates Q2 estimates. (July 18, 2012)

Microsoft predicted to post first year-over-year decline in earnings in 11 quarters. (July 18, 2012)

Intel shares up as Q2 results and guidance show resilience. (July 18, 2012)

Intel beats Q2 profit views, but lowers outlook. (July 17, 2012)

Mellanox Technologies stock down sharply ahead of its Q2 results. (July 17, 2012)

PC sales slump weighs on chipmaker Intel’s Q2 earnings. (July 16, 2012)

Microsoft sells its MSNBC.com stake, preps Office 15. (July 16, 2012)

Photo: The Cube personal 3D printer by 3D Systems.

Saturday, June 16, 2012

Week in review: Apple expands use of Siri

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

As a takeover target, Nokia is worth more dead than alive. (June 15, 2012)

Sourcefire blazes path to broader security market. (June 15, 2012)

Microsoft reportedly buying Yammer for $1.2 billion. (June 15, 2012)

Microsoft seen likely to launch its own Windows tablet. (June 15, 2012)

Video game sector in the dumps, May retail data show.
Activision Blizzard’s “Diablo III” is the top-selling game for the month. (June 15, 2012)

Expected strong demand for media tablets, especially Apple’s iPad, in the second half of the year prompted research firm IDC to raise its 2012 forecast.
It also sees Apple gaining market share over tablets based on Google’s Android operating system. (June 14, 2012)

Apple gets friendly with Baidu, while shunning Google. (June 14, 2012)

Microsoft’s Windows 8 gamble faces Vista comparison (June 13, 2012)

Research projects involving cancer, genetics and micro-machines earn Intel Science Talent Search honors. (June 12, 2012)

Apple has big plans for Siri, including bypassing Google for searches, and popularizing a new type of computer interface. But the app has plenty of critics. (June 12, 2012)

Apple announces a refreshed lineup of MacBook computers, enhancements to its Siri personal assistant, Facebook integration, and Apple map software that will replace an offering from rival Google. (June 11, 2012)

Intel chooses Mellanox Technologies for its high-end server platforms. (June 11, 2012)

Photo: Siri virtual personal assistant software shown running on Apple iPad and iPhone.

Saturday, April 21, 2012

Week in review: Netflix poised to post loss

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

Netflix faces first quarterly loss in 7 years. (April 20, 2012)

Best Buy botched CEO exit disclosure, but handles internal probe well. (April 20, 2012)

Microsoft stock rises on Q3 results and new product wave ahead. (April 20, 2012)

Apple boosts employment at European headquarters in Ireland; Stock sags again. (April 20, 2012)

Microsoft beats Wall Street’s estimates for fiscal Q3, but its earnings per share fall for the first time in 10 quarters. (April 19, 2012)

Apple shares shaky ahead of Q2 earnings report. (April 19, 2012)

Mellanox Technologies rocketed 45% higher after the maker of interconnect solutions for servers and storage systems leaped over Wall Street’s first-quarter forecasts. (April 19, 2012)

Shares of Cypress Semiconductor rose 13% after the chipmaker reported better-than-expected first-quarter earnings and raised its dividend. (April 19, 2012)

LED lighting maker Cree disappoints with fiscal Q3 results and guidance. (April 19, 2012)

Intel Chief Executive Paul Otellini says 2012 is shaping up as a “year of important transitions” for the company.
Those transitions include the move to 22-nanometer chips using a new 3D tri-gate transistor design and new high-performance chips for data centers. (April 19, 2012)

Intel beats Q1 sales and profit forecasts. But its gross profit margins are expected to decline in Q2. (April 17, 2012)

Shares of LED lighting maker Cree drop ahead of fiscal Q3 results. (April 16, 2012)

Chipmaker Intel is forecast to deliver its first year-over-year drop in profit in 10 quarters. (April 16, 2012)

Photo: Screenshot of Netflix DVD-by-mail promotion.