Week in review: Aehr Test Systems earnings, Intel’s planned spinoff

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

Aehr Test Systems beats quarterly goals but sticks with full-year outlook. (Oct. 5, 2023)

Fabrinet stock surges to record high as contract manufacturer gets bullish call. (Oct. 5, 2023)

Intel’s planned spinoff is a sign the chipmaker needs cash. (Oct. 4, 2023)

Apple stock downgraded on slowing iPhone sales, lack of catalysts. (Oct. 4, 2023)

Industrial automation stocks to get lift from factory reshoring. (Oct. 3, 2023)

Palo Alto Networks hovers below buy point after upbeat earnings report. (Oct. 3, 2023)

Apple iPhone 15 Pro lead times shorten as supply catches up with demand. (Oct. 2, 2023)

Chipmaker Nvidia called principal “shovel supplier” in AI “gold rush.” (Oct. 2, 2023)

Photo: Intel’s Robert Noyce Building in Santa Clara, Calif. (Intel)

Week in review: Early Apple iPhone 15 demand called ‘mixed at best’

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

Netflix faces near-term headwinds in advertising, content. (Sept. 22, 2023)

Arm stock falls below IPO price but closes just above it. (Sept. 21, 2023)

Broadcom stock falls on report saying Google AI chip business at risk. (Sept. 21, 2023)

Initial demand for Apple’s iPhone 15 handsets called “mixed at best.” (Sept. 20, 2023)

Super Micro Computer seen grabbing AI server market share. (Sept. 19, 2023)

Apple stock rises on reports of strong iPhone 15 Pro demand. (Sept. 18, 2023)

Evergreen stories:

Is Netflix stock a buy before video streamer’s third-quarter report? (Sept. 21, 2023)

Is AMD stock a buy ahead of chipmaker’s third-quarter report? (Sept. 21, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Sept. 19, 2023)

Is Apple stock a buy after iPhone 15 introduction? (Sept. 19, 2023)

Photo: Apple’s iPhone 15 Pro lineup. (Apple)

Week in review: Apple iPhone 15 reveal, Arm IPO, power semiconductors in focus

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

Could this be the killer app for Apple’s Vision Pro headset? (Sept. 15, 2023)

Electric cars, renewable energy supercharging power semiconductor market. (Sept. 15, 2023)

Adobe beats quarterly targets but gives in-line sales outlook. (Sept. 14, 2023)

Aehr Test Systems approaches buy point ahead of earnings report. (Sept. 14, 2023)

Chip designer Arm launches initial public offering but valuation questioned. (Sept. 14, 2023)

Apple iPhone 15 launch called “mildly disappointing,” gets “meh” stock reaction. (Sept. 13, 2023)

Adobe’s generative AI product Firefly takes flight. (Sept. 13, 2023)

Apple unveils iPhone 15 smartphones but investors are unimpressed. (Sept. 12, 2023)

Arm IPO could open door for more tech stock offerings. (Sept. 11, 2023)

Photo: Apple iPhone 15 Pro (Apple)

Week in review: Intuit adds AI assistant, Roku raises sales outlook

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

Apple stock springs back from two-day dive on reassuring analyst comments. (Sept. 8, 2023)

Why Apple’s iPhone 15 launch is unlikely to drive its stock higher. (Sept. 7, 2023)

Intapp stock falls as sales growth slows at cloud software firm. (Sept. 6, 2023)

Roku stock jumps after streaming video platform boosts sales forecast. (Sept. 6, 2023)

Intuit adds AI assistant to TurboTax, other financial software. (Sept. 6, 2023)

Photronics stock drops after chip gear supplier misses estimates. (Sept. 6, 2023)

Chip gear maker KLA nears buy point on dividend hike, share buybacks. (Sept. 5, 2023)

Photo: Intuit Assist for Credit Karma (Intuit)

Week in review: Best Buy, Broadcom, Dell, HP, Ambarella, Pure Storage earnings

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

Broadcom beats quarterly estimates but offers in-line outlook. (Aug. 31, 2023)

Dell Technologies trounces second-quarter goals, says AI is a tailwind. (Aug. 31, 2023)

Apple iPhone 15 Pro price increases warranted, Goldman Sachs says. (Aug. 31, 2023)

How Nvidia could run the table in the AI market for years. (Aug. 31, 2023)

Pure Storage stock seesaws despite beat-and-raise earnings report. (Aug. 30, 2023)

HP misses sales goal as PC demand remains soft. (Aug. 29, 2023)

Ambarella stock tanks after computer-vision chipmaker gives weak sales outlook. (Aug. 29, 2023)

Best Buy beats second-quarter views, sees business stabilizing next year. (Aug. 29, 2023)

Jabil reduces exposure to Apple, China with division sale. (Aug. 28, 2023)

Evergreen stories:

Is Apple stock a buy ahead of iPhone 15 introduction? (Sept. 1, 2023)

Photo: Best Buy storefront (Best Buy)

Week in review: Nvidia, Marvell, Intuit, Autodesk, NetEase, Analog Devices earnings

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

Amazon, Google, Meta prep artificial intelligence announcements. (Aug. 25, 2023)

Chipmaker Marvell Technology narrowly beats estimates; Shares fall. (Aug. 24, 2023)

TurboTax maker Intuit tops quarterly targets but gives mixed outlook. (Aug. 24, 2023)

Will Apple’s iPhone 15 revitalize listless smartphone sales? (Aug. 24, 2023)

Chinese video game publisher NetEase tops earnings target but sales lag. (Aug. 24, 2023)

Design software firm Autodesk beats quarterly goals, guides higher. (Aug. 23, 2023)

Chipmaker Analog Devices misses targets as inventories remain high. (Aug. 23, 2023)

AI chip leader Nvidia does it again, delivers big beat-and-raise report. (Aug. 23, 2023)

“Godfather of AI” to offer quarterly results; Can investors refuse? (Aug. 21, 2023)

Photo: Nvidia graphic showing AI applications (Nvidia)

Week in review: Amazon, AMD, Apple, Qualcomm, Rambus earnings

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

Amazon looks to rekindle growth, and recover its stock’s mojo. (Aug. 4, 2023)

Amazon stock jumps as tech giant beats second-quarter goals, raises outlook. (Aug. 3, 2023)

Apple stock drops as iPhone maker’s sales decline for third straight quarter. (Aug. 3, 2023)

Ansys tops June-quarter views but lowers sales, earnings outlook. (Aug. 2, 2023)

Axcelis Technologies smashes second-quarter estimates, guides higher. (Aug. 2, 2023)

Qualcomm stock falls after chipmaker disappoints with its outlook. (Aug. 2, 2023)

Chipmaker AMD cites AI growth as it beats second-quarter targets. (Aug. 1, 2023)

Allegro MicroSystems gets lift from automotive, clean energy markets. (Aug. 1, 2023)

Chipmaker Rambus creates a rumpus as stock falls after earnings report. (July 31, 2023)

IBD Stock of the Day: UiPath blazes trail to improved profits with AI tools. (July 31, 2023)

ON Semiconductor beats second-quarter targets on surging auto chip demand. (July 31, 2023)

Photo: Product display at the Apple Tysons Corner retail store in Tysons, Va. (Apple)