Saturday, May 28, 2022
Week in review: Best Buy, Broadcom, Dell, Marvell, Nvidia earnings
The following is a roundup of my stories from Investors.com.
IBD Stock of the Day: Chipmaker Onsemi looking attractive after earnings. (May 27, 2022)
Dell smashes first-quarter targets on commercial PC sales growth. (May 26, 2022)
Chipmaker Marvell beats first-quarter goals on data center strength. (May 26, 2022)
Video game stocks hit reset button with industry consolidation. (May 26, 2022)
Broadcom tops quarterly targets, confirms acquisition of VMware. (May 26, 2022)
Graphics-chip maker Nvidia beats first-quarter targets but guides low on sales. (May 25, 2022)
Best Buy delivers better-than-expected first-quarter sales. (May 24, 2022)
Bonus Twitter coverage of the 2022 Sweets & Snacks Expo in Chicago:
Busy day at the Sweets & Snacks Expo in Chicago. (May 24, 2022)
Many publicly traded companies at the @SWEETSandSNACKS show in Chicago (May 24, 2022)
Photo: Best Buy worker talks to a customer on Black Friday 2021. (Best Buy)
Saturday, May 21, 2022
Week in review: Take-Two, Synopsys, Applied Materials, Analog Devices earnings
The following is a roundup of my stories from Investors.com.
Apple iPhone supply chain proving “surprisingly resilient,” analyst says. (May 20, 2022)
Chip gear maker Applied Materials misses targets due to supply chain issues. (May 19, 2022)
Synopsys easily tops quarterly targets, guides well above views. (May 18, 2022)
Chipmaker Analog Devices trounces quarterly goals, guides higher. (May 18, 2022)
Broadcom, IBD Stock of the Day, stands out amid sell-off in semiconductor stocks. (May 17, 2022)
AMD, other chip stocks looking more attractive after sell-off: analyst. (May 17, 2022)
Video game publisher Take-Two delivers soft bookings, outlook. (May 16, 2022)
Netflix stock bear turned bull calls bottom for video streamer. (May 16, 2022)
Photo: Take-Two Interactive Software game “WWE 2K22” featuring Dwayne “The Rock” Johnson. (Take-Two)
Saturday, May 14, 2022
Week in review: Sonos, Roblox, Unity Software, GlobalFoundries earnings
The following is a roundup of my stories from Investors.com.
Apple iPhone manufacturer Foxconn warns of cooling smartphone demand. (May 12, 2022)
Speaker maker Sonos blasts big sales beat but profit margin declines. (May 11, 2022)
Two metaverse stocks post disappointing first-quarter reports. (May 10, 2022)
GlobalFoundries crushes earnings target on better-than-expected sales. (May 10, 2022)
Microchip Technology tops March-quarter goals despite supply constraints. (May 9, 2022)
Evergreen stories:
Is Micron stock a buy or sell ahead of chipmaker’s investor day? (May 10, 2022)
Is Netflix stock a buy or sell after video streamer’s dismal Q1 report? (May 9, 2022)
Is Apple stock a buy or sell after iPhone maker’s earnings report? (May 9, 2022)
Is Microsoft stock a buy or sell after software giant’s March-quarter report? (May 9, 2022)
Is AMD stock a buy or sell after chipmaker’s first-quarter report? (May 9, 2022)
Photo: Sonos sound bar. (Sonos)
Saturday, May 7, 2022
Week in review: AMD, CDW, Zebra earnings; MaxLinear buys Silicon Motion
The following is a roundup of my stories from Investors.com.
Chipmaker earnings reports mostly positive but investors apathetic. (May 6, 2022)
Alpha & Omega Semiconductor beats March-quarter targets, but sales outlook lags. (May 5, 2022)
Chipmaker MaxLinear to buy Silicon Motion for $3.8 billion. (May 5, 2022)
Chipmaker SiTime continues earnings hot streak in first quarter. (May 4, 2022)
Tech services firm CDW smashes first-quarter sales, earnings goals. (May 4, 2022)
Chipmaker AMD beats first-quarter targets on strong data center business. (May 3, 2022)
Zebra Technologies leaps over first-quarter goals but gives mixed outlook. (May 3, 2022)
Monolithic Power Systems earnings surge past views in first quarter. (May 2, 2022)
Semiconductor stocks out of favor despite positive quarterly reports. (May 2, 2022)
Chipmaker Onsemi smashes first-quarter targets, guides higher. (May 2, 2022)
Evergreen stories:
Is AMD stock a buy after chipmaker’s first-quarter report? (May 4, 2022)
Photo: Zebra Technologies handhelds in warehouse (Zebra)
Saturday, April 30, 2022
Week in review: Apple, Intel, Microsoft, Qualcomm, Roku, Spotify, TI earnings
The following is a roundup of my stories from Investors.com.
China shutdowns weigh on Apple’s June-quarter outlook. (April 29, 2022)
Apple easily beats March-quarter goals on record services sales. (April 28, 2022)
Video streamer Roku beats revenue target on higher ad sales. (April 28, 2022)
Chipmaker Intel edges above first-quarter targets but guides low (April 28, 2022)
Chipmaker Qualcomm crushes March-quarter targets, guides higher. (April 27, 2022)
Spotify stock sinks to all-time low as subscriber numbers disappoint. (April 27, 2022)
Microsoft stock surges on growth in cloud computing business. (April 26, 2022)
TI trounces first-quarter targets but Covid outbreaks in China infect its outlook. (April 26, 2022)
Chip gear maker Entegris beats first-quarter goals, raises outlook. (April 26, 2022)
Cadence Design Systems tops targets amid “robust” chip design activity. (April 25, 2022)
Evergreen stories:
Is Netflix stock a buy after video streamer’s dismal Q1 report? (April 25, 2022)
Is Microsoft stock a buy before software giant’s March-quarter report? (April 25, 2022)
Photo: Customers line up for the iPhone 13 debut at an Apple store in Beijing, China, in September 2021. (Apple)
Saturday, April 23, 2022
Week in review: Netflix crashes on Q1 report; Virtual reality market remains small
The following is a roundup of my stories from Investors.com.
Facebook parent stands tall in small market for virtual reality. (April 22, 2022)
Intuitive Surgical beats first-quarter goals as elective procedures rebound. (April 21, 2022)
As Netflix starts to ebb, streaming TV with ads begins to flow. (April 21, 2022)
Chip gear leader ASML tops first-quarter sales target but guides low. (April 20, 2022)
Netflix pauses for commercial break, plans ad-supported tier. (April 20, 2022)
Netflix stock crashes as video streamer sheds subscribers. (April 19, 2022)
China lockdowns, factory closures seen hurting Apple. (April 19, 2022)
Chinese smartphone woes could pressure semiconductor stocks. (April 18, 2022)
Evergreen stories:
Is Netflix stock a buy before video streamer’s Q1 earnings report? (April 18, 2022)
Photo: Meta Quest 2 headset in use (Meta Platforms)
Saturday, April 16, 2022
Week in review: Taiwan Semiconductor earnings; AMD, HP make acquisitions
The following is a roundup of my stories from Investors.com.
Semiconductor stocks mauled by bears as first-quarter earnings season starts. (April 14, 2022)
Taiwan Semiconductor crushes first-quarter targets, guides higher. (April 14, 2022)
Netflix stock braces for first-quarter report with possibly slowest growth in 10 years. (April 13, 2022)
Apple hardware subscriptions could speed iPhone upgrades. (April 8, 2022)
HP stock jumps as Warren Buffett stake shows vote of confidence. (April 7, 2022)
SGH stock surges after computer systems firm posts beat-and-raise report. (April 6, 2022)
Apple, IBD Stock of the Day, ripe for another potential buy point. (April 4, 2022)
AMD bolsters data center capabilities with $1.9 billion Pensando acquisition. (April 4, 2022)
Chip shortage spurs cautious silicon wafer makers to expand capacity. (March 31, 2022)
Will Warner Bros. Discovery shake up streaming video market? (March 30, 2022)
Micron stock rises as memory-chip maker beats forecasts, guides higher. (March 29, 2022)
PC maker HP pushes deeper into peripherals with Poly acquisition. (March 28, 2022)
Evergreen stories:
Is AMD stock a buy ahead of chipmaker’s first-quarter report? (April 15, 2022)
Is Microsoft stock a buy before software giant’s March-quarter report? (April 15, 2022)
Is Apple stock a buy before iPhone maker’s earnings report? (April 15, 2022)
Photo: Inside Intel’s Oregon fab. (Intel)
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