Saturday, February 24, 2024

Week in review: Nvidia, Synopsys, Intuit, Alarm.com earnings


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

Alarm.com stock pops as sales, earnings growth accelerate. (Feb. 23, 2024)

Altair Engineering tops earnings target but sales light. (Feb. 22, 2024)

TurboTax maker Intuit beats earnings goal but disappoints with outlook. (Feb. 22, 2024)

Nvidia gives Goldilocks outlook to keep bears away. Stock in record high territory. (Feb. 22, 2024)

Nvidia delivers another beat-and-raise quarter fueled by AI chips. (Feb. 21, 2024)

Chip design firm Synopsys delivers higher profits on in-line sales. (Feb. 21, 2024)

Intel creating systems foundry for AI era, adds Microsoft as customer. (Feb. 21, 2024)

Chipmaker Analog Devices forecasts continued weak sales. (Feb. 21, 2024)

Garmin stock rises on quarterly beat, dividend hike, buybacks. (Feb. 21, 2024)

Roku faces big challenges after Walmart’s Vizio acquisition. (Feb. 20, 2024)

Adobe brings conversational AI to PDF documents. (Feb. 20, 2024)

Evergreen stories:

Is Apple stock a buy after December-quarter earnings and Vision Pro launch? (Feb. 20, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Feb. 20, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Feb. 20, 2024)

Is Netflix stock a buy after video streamer’s fourth-quarter report? (Feb. 20, 2024)

Photo: Nvidia headquarters in Santa Clara, Calif. (Nvidia)

Saturday, February 17, 2024

Week in review: Roku, AppLovin, GlobalFoundries, SharkNinja earnings


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

Adobe tumbles as OpenAI invades its turf with video creation tool. (Feb. 16, 2024)

Nvidia set for “most important earnings report of the year.” (Feb. 16, 2024)

Streaming video platform Roku tops user target, but stock drops. (Feb. 15, 2024)

Applied Materials stock surges after beat-and-raise earnings report. (Feb. 15, 2024)

InterDigital, IBD Stock of the Day, surprises with big beat-and-raise report (Feb. 15, 2024)

Super Micro Computer extends dizzying climb on bullish report. (Feb. 15, 2024)

SharkNinja slays fourth-quarter targets on strong holiday sales. (Feb. 15, 2024)

AppLovin gets kisses for Valentine’s Day earnings beat. (Feb. 14, 2024)

Apple’s AI strategy could include more useful virtual assistant, Siri 2.0. (Feb. 14, 2024)

Semiconductor market starting to recover, chip gear maker says. (Feb. 14, 2024)

Walmart reportedly wants to buy TV maker Vizio. Roku stock falls on the news. (Feb. 13, 2024)

AI stocks pull back after steep climb. Microsoft Copilot reviews are mixed. (Feb. 13, 2024)

GlobalFoundries latest chipmaker to guide lower for March quarter. (Feb. 13, 2024)

Cadence Design Systems stock falls on disappointing earnings outlook. (Feb. 12, 2024)

Arm continues meteoric rise amid AI stock buying frenzy (Feb. 12, 2024)

Evergreen stories:

Is Microsoft stock a buy as software giant touts artificial intelligence? (Feb. 12, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Feb. 12, 2024)

Is Netflix stock a buy after video streamer’s fourth-quarter report? (Feb. 12, 2024)

Is Apple stock a buy after December-quarter earnings and Vision Pro launch? (Feb. 12, 2024)

Photo: SharkNinja’s Ninja DoubleStack XL vertical two-basket air fryer. (SharkNinja)

Saturday, February 10, 2024

Week in review: Arm, CDW, Impinj, Intapp, Onsemi, Roblox, Spotify, Symbotic, Take-Two earnings


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

Tracking-chip maker Impinj bags beat-and-raise report, sending PI stock higher. (Feb. 9, 2024)

How AppLovin is taking on ad giants Meta, Alphabet — and quadrupled its stock price in a year. (Feb. 9, 2024)

Video game publisher Take-Two whiffs on guidance, stock tanks. (Feb. 8, 2024)

Power chips for AI systems fuel chipmaker’s Q4 beat. (Feb. 8, 2024)

Arm stock rockets after chip designer beats estimates, guides higher. (Feb. 7, 2024)

Roblox stock surges as game platform beats estimates, guides higher. (Feb. 7, 2024)

Tech reseller CDW edges above earnings target but sales lag. (Feb. 7, 2024)

Enterprise software firm Intapp tops December-quarter targets. (Feb. 6, 2024)

Spotify stock jumps as music streamer beats subscriber estimate. (Feb. 6, 2024)

Symbotic stock tanks as warehouse automation firm posts in-line results. (Feb. 5, 2024)

Apple Vision Pro wows consumers, but high price to limit demand. (Feb. 5, 2024)

Nvidia stock spikes to record high after Goldman Sachs endorsement. (Feb. 5, 2024)

Chipmaker Onsemi beats Q4 views but gives soft outlook. (Feb. 5, 2024)

Photo: Arm chip illustration (Arm)

Saturday, February 3, 2024

Week in review: Apple launches Apple Vision Pro


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

Microchip joins other chipmakers cutting March-quarter forecasts. (Feb. 2, 2024)

Atlassian stock tumbles as growth story stalls for software maker. (Feb. 2, 2024)

Apple forecasts weak March-quarter sales, launches Vision Pro. (Feb. 2, 2024)

Apple tops December-quarter views, but China sales slide worries investors. (Feb. 1, 2024)

Apple Vision Pro: Game-changing device or pricey misfire? (Feb. 1, 2024)

Qualcomm stock falls as investors fret about smartphone sales. (Jan. 31, 2024)

AMD stock falls as chipmaker guides below views for current quarter. (Jan. 30, 2024)

Microsoft beats December-quarter targets on strong cloud business. (Jan. 30, 2024)

Supermicro stock rises as AI computer maker raises full-year outlook. (Jan. 29, 2024)

IRobot stock tumbles after Amazon cancels acquisition. (Jan. 29, 2024)

Photo: Apple Vision Pro spatial computing headset. (Apple)

Saturday, January 27, 2024

Week in review: Netflix, Intel, Logitech earnings


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

Arm elbows into new arenas as chip designer takes on AI, auto, cloud, other markets. (Jan. 26, 2024)

Logitech’s new chief executive targets return to growth. (Jan. 26, 2024)

Intel stock flashes sell signals after chipmaker’s outlook badly misses. (Jan. 26, 2024)

Semiconductor equipment firm KLA falls on weak forecast. (Jan. 25, 2024)

Microsoft cuts 9% of gaming staff after Activision Blizzard purchase. (Jan. 25, 2024)

Chip gear vendor Lam Research tops December-quarter views, guides up. (Jan. 24, 2024)

Spotify stock rises as music streamer benefits from EU competition law. (Jan. 24, 2024)

Chip gear leader ASML beats Q4 targets, gives cautious guidance. (Jan. 24, 2024)

Texas Instruments misses Q4 sales target, gives disappointing outlook. (Jan. 23, 2024)

Netflix stock surges on big subscriber beat in fourth quarter. (Jan. 23, 2024)

Netflix makes major foray into live sports with wrestling deal. (Jan. 23, 2024)

Logitech stock falls as sales decline for ninth straight quarter. (Jan. 23, 2024)

Apple fans snap up Vision Pro headsets, but demand questioned. (Jan. 22, 2024)

Supermicro, AI chip stocks notch record highs but pull back in volatile session. (Jan. 22, 2024)

Evergreen stories:

Is Netflix stock a buy ahead of video streamer’s fourth-quarter report? (Jan. 22, 2024)

Photo: Intel advertises its Intel Core Ultra processor on the Las Vegas Sphere during CES 2024. (Intel)

Saturday, January 20, 2024

Week in review: TSMC earnings, Samsung AI smartphone launch


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

Powerfoyle becoming “Intel Inside” for light-powered gadgets. (Jan. 19, 2024)

Robot barista looks to fill labor shortage. Say hello to Adam. (Jan. 19, 2024)

IRobot stock plummets as EU moves to block takeover by Amazon. (Jan. 19, 2024)

AI computer maker Supermicro hikes outlook, stock soars. (Jan. 18, 2024)

Apple stock gains a new bull on AI, Vision Pro prospects. (Jan. 18, 2024)

Taiwan Semiconductor forecasts return to sales growth in first quarter. (Jan. 18, 2024)

Apple isn’t the only player in spatial computing. Rivals populated CES 2024. (Jan. 17, 2024)

Netflix stock gets price-target hikes as outlook brightens. (Jan. 17, 2024)

Samsung unveils AI-enabled smartphones as Apple gears up for Vision Pro launch. (Jan. 17, 2024)

AMD, Nvidia shares rise on bullish Wall Street reports. (Jan. 16, 2024)

Synopsys purchase of Ansys creates silicon-to-systems design leader. (Jan. 16, 2024)

Microsoft stock gains on AI news. Apple stock slips on iPhone sales woes. (Jan. 16, 2024)

Evergreen stories:

Is Microsoft stock a buy as software giant touts artificial intelligence? (Jan. 17, 2024)

Is Apple stock a buy ahead of December-quarter earnings? (Jan. 17, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Jan. 17, 2024)

Photo: TSMC sign at factory. (TSMC)

Saturday, January 13, 2024

Week in review: CES 2024 news, Apple year-ahead outlook


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

Garmin targeting niche markets in smartwatches for women, kids. (Jan. 12, 2024)

Dolby cranks up volume of licensing deals in autos, TVs, PCs. (Jan. 12, 2024)

Qualcomm in catbird seat for edge AI shift, CEO says. (Jan. 11, 2024)

Smart TV platform battle rages at CES 2024. Amazon, Roku make waves. (Jan. 11, 2024)

Apple in 2024: AI, selling Vision Pro are key challenges. (Jan. 11, 2024)

Automotive chipmakers squeezed by “accordion effect.” (Jan. 10, 2024)

L’Oreal adds glamour to CES 2024 with beauty tech gadgets. (Jan. 9, 2024)

Dell, HP join Intel push for AI PCs. Microsoft Copilot called “marquee” feature. (Jan. 9, 2024)

Nvidia steps up generative AI game with new chips. (Jan. 8, 2024)

AMD rounds out AI PC chip lineup with new desktop processors. (Jan. 8, 2024)

Consumers set to upgrade pandemic-era tech purchases. (Jan. 8, 2024)

Photo: CES 2024 at Venetian Expo in Las Vegas. (Consumer Technology Association)