Saturday, August 13, 2022

Week in review: Take-Two Interactive Software, GlobalFoundries, Enovix quarterly reports


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

Apple stock rises ahead of iPhone 14 debut, fall product launch. (Aug. 12, 2022)

Electric vehicles accelerate Axcelis’ chip gear business. (Aug. 12, 2022)

Enovix stock rockets as next-generation battery maker hits big milestones. (Aug. 11, 2022)

Alpha & Omega Semiconductor beats June-quarter goals, gives in-line guidance. (Aug. 10, 2022)

Onto Innovation tops second-quarter targets but gives mixed outlook. (Aug. 9, 2022)

Super Micro Computer beats raised expectations for June quarter. (Aug. 9, 2022)

Micron warning pulls down semiconductor stocks. (Aug. 9, 2022)

Chipmaker GlobalFoundries beats second-quarter goals, points higher. (Aug. 9, 2022)

Video game publisher Take-Two misses targets, guides lower. (Aug. 8, 2022)

Nvidia stock tanks after graphics-chip maker warns of weak gaming sales. (Aug. 8, 2022)

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

Saturday, August 6, 2022

Week in review: Amazon buys iRobot; AMD, CDW, EA, Zebra earnings


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

Chipmakers for consumer devices see slowing sales ahead. (Aug. 5, 2022)

Axcelis, IBD Stock of the Day, excels in semiconductor equipment business. (Aug. 5, 2022)

Amazon expands consumer electronics business with iRobot purchase. (Aug. 5, 2022)

Power Integrations misses sales target, guides lower on smartphone weakness. (Aug. 4, 2022)

Monolithic Power Systems, IBD Stock of the Day, nears buy point. (Aug. 4, 2022)

SiTime stock plummets after chipmaker slashes outlook for rest of year. (Aug. 3, 2022)

Chip gear maker Axcelis crushes second-quarter targets, guides higher. (Aug. 3, 2022)

Tech services firm CDW posts mixed results, gives upbeat full-year outlook. (Aug. 3, 2022)

Video game publisher EA beats June-quarter targets but guides low. (Aug. 2, 2022)

Chipmaker AMD narrowly tops second-quarter goals, gives light sales outlook. (Aug. 2, 2022)

Apple services growth engine stalling, creating challenge for stock. (Aug. 2, 2022)

Chipmaker Onsemi, IBD Stock of the Day, clears two buy points. (Aug. 2, 2022)

Zebra Technologies beats second-quarter goals but offers soft outlook. (Aug. 2, 2022)

Lattice Semiconductor tops June-quarter goals, raises estimates. (Aug. 1, 2022)

Chipmaker Monolithic Power Systems trounces second-quarter targets, guides higher. (Aug. 1, 2022)

Chipmaker Onsemi delivers beat-and-raise report but stock falls. (Aug. 1, 2022)

Photo: iRobot Roomba i3 vacuum cleaner (iRobot)

Saturday, July 30, 2022

Week in review: Apple, Intel, Logitech, Microsoft, Qualcomm, Roku, TI earnings


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

Roku stock plunges on big loss, sales miss, weak outlook. (July 29, 2022)

Apple stock nears buy point after “Top Gun”-style June quarter. (July 29, 2022)

Strong iPhone sales, services revenue drive Apple’s June-quarter beat. (July 28, 2022)

Intel stock falls after chipmaker badly misses second-quarter targets. (July 28, 2022)

Qualcomm beats June-quarter goals but sees weakening smartphone sales. (July 27, 2022)

What to expect from Apple’s June-quarter earnings report. (July 27, 2022)

Microsoft misses targets amid unfavorable exchange rates, PC sales weakness. (July 26, 2022)

Texas Instruments crushes Wall Street’s second-quarter estimates, guides higher. (July 26, 2022)

Logitech misses June-quarter targets, lowers full-year outlook. (July 26, 2022)

Cadence Design Systems tops second-quarter targets, guides higher. (July 25, 2022)

NXP Semiconductors beats Q2 goals, offers cautious commentary. (July 25, 2022)

Synopsys, IBD Stock of the Day, approaching buy point as it outperforms. (July 25, 2022)

Photo: Customers celebrate the opening of the Apple Tower Theatre retail store in downtown Los Angeles on June 24, 2021. (Apple)

Saturday, July 23, 2022

Week in review: Netflix, ASML second-quarter earnings reports


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

Chip gear makers face slowdown in customer spending. (July 22, 2022)

Chip gear maker ASML beats Q2 views, but guidance disappoints. (July 20, 2022)

Wall Street analysts clash over Netflix stock after Q2 earnings. (July 20, 2022)

Video streamer Netflix loses “just” 1 million subscribers, stock jumps. (July 19, 2022)

PC sales weakness to weigh on Microsoft’s June-quarter report. (July 18, 2022)

Photo: “Stranger Things” season four. (Netflix)

Saturday, July 16, 2022

Week in review: TSMC earnings, Netflix-Microsoft ad partnership


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

Wall Street criticizes Netflix’s choice of Microsoft as advertising partner. (July 14, 2022)

Taiwan Semiconductor tops second-quarter targets, guides higher. (July 14, 2022)

These chipmakers have the least risk for order cancellations. (July 13, 2022)

Wall Street rethinks semiconductor stocks ahead of earnings. (July 11, 2022)

Apple iPhone 14 to face weak consumer spending environment. (July 11, 2022)

Photo: Taiwan Semiconductor Manufacturing fab (TSMC)


Saturday, July 9, 2022

Week in review: Taiwan Semiconductor beats sales goal


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

Taiwan Semiconductor beats June-quarter sales target. (July 8, 2022)

Semiconductor stocks called oversold, rise after Samsung report. (July 7, 2022)

Could Netflix find a merger partner at Sun Valley conference? (July 6, 2022)

Apple saving big iPhone updates for next year’s handset, analyst says. (July 5, 2022)

Evergreen stories:

Is Roku stock a buy before streaming platform’s quarterly report? (July 8, 2022)

Is Netflix stock a buy or sell before video streamer’s Q2 report? (July 8, 2022)

Is Intel stock a buy or sell before chipmaker’s second-quarter report? (July 8, 2022)

Is AMD stock a buy ahead of chipmaker’s quarterly report? (July 7, 2022)

Is Micron stock a buy after chipmaker’s earnings report? (July 7, 2022)

Is Microsoft stock a buy before software giant’s June-quarter report? (July 6, 2022)

Is Apple stock a buy ahead of June-quarter earnings? (July 6, 2022)

Photo: TSMC facility (TSMC)

Saturday, July 2, 2022

Week in review: Micron leads semiconductor stocks lower


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

Return to the office? CEOs learn to love remote workers, for now. (July 1, 2022)

CDW poised to outpace broader information technology market, analyst says. (July 1, 2022)

Micron stock falls after chipmaker delivers dismal outlook. (June 30, 2022)

Android smartphone makers cutting orders, but Apple holds firm. (June 30, 2022)

Chip design firms upgraded as chipmakers downgraded. (June 29, 2022)

Qualcomm stock rises as Apple’s 5G modem chip “fails,” analyst says. (June 28, 2022)

PC market chatter roils chip, computer makers. (June 28, 2022)

Apple TV+ could find its purpose in service bundles. (June 27, 2022)

Semiconductor stocks brace for guidance cuts with Q2 reports. (June 27, 2022)

Photo: Micron office in Folsom, Calif. (Micron)