Showing posts with label roku. Show all posts
Showing posts with label roku. Show all posts
Saturday, July 4, 2026
Week in review: Fox-Roku deal reconsidered; winners in industrial automation
The following is a roundup of my stories from Investors.com.
'Grand Theft Auto 6' video game sales off to strong start. (July 2, 2026)
Nvidia partners with 'neoclouds' Sharon AI, Firmus Technologies. (July 2, 2026)
Cognex, IBD Stock of the Day, called play on industrial automation trend. (July 2, 2026)
These 2 stocks called best way to play industrial automation trend: Zebra, Cognex. (July 1, 2026)
Advanced Energy stock near buy point as chip gear firm upgraded. (July 1, 2026)
Fox stock upgraded as Roku acquisition reconsidered. (July 1, 2026)
Ambarella stock rockets as AI chipmaker scores 'top pick' rating. (June 30, 2026)
Lam Research stock, chip gear peers hit record highs. (June 30, 2026)
Sandisk stock gets sky-high price target amid chip stock rally. (June 30, 2026)
Allegro MicroSystems spikes to all-time high on 'best idea' rating. (June 29, 2026)
Applied Materials stock hits record high after price-target hikes. (June 29, 2026)
Micron wobbles. Are memory-chip makers illegally price-gouging customers? (June 29, 2026)
Why Apple wants to use banned Chinese memory chips. (June 29, 2026)
Photo: Roku home screen on television. (Roku)
Saturday, June 20, 2026
Week in review: Fox to buy Roku
The following is a roundup of my stories from Investors.com.
Take-Two stock rises as 'GTA 6' game presales set to begin. (June 18, 2026)
Intel stock jumps on reported Apple chip business. (June 18, 2026)
Sphere balloons to record high before deflating. (June 17, 2026)
Applied Materials, ASML, Lam hit record highs, lead chip gear stocks rally. (June 17, 2026)
AMD, Arm, Intel get price-target hikes on 'CPU renaissance.' (June 17, 2026)
Lionsgate stock jumps on Netflix takeover talk. (June 16, 2026)
Nvidia latest big borrower: AI data centers, suppliers racking up debt. (June 16, 2026)
Nvidia stock retakes key level as chipmaker plans bond offering. (June 15, 2026)
Micron, AMD lead chip stocks rally on U.S.-Iran deal. (June 15, 2026)
Fox to acquire Roku in $22 billion deal, creating streaming video powerhouse. (June 15, 2026)
Photo: Roku home screen. (Roku)
Saturday, June 13, 2026
Week in review: Apple joins AI race with new Siri digital assistant
The following is a roundup of my stories from Investors.com.
Roku stock soars on buyout chatter for streaming video platform. (June 12, 2026)
AMD stock upgraded to buy on GPU upside. (June 12, 2026)
Adobe tops targets but stock sinks to 7-year low as CFO departs. (June 11, 2026)
SharkNinja stock flirts with buy point after positive report. (June 11, 2026)
Intel bear turns bull. Here's why. (June 11, 2026)
Netflix stock gets price-target cut on lack of catalysts. (June 10, 2026)
Applied Materials, other chip gear stocks at record highs. (June 10, 2026)
Supermicro stock tumbles on financing deals to fund AI orders. (June 10, 2026)
Taiwan Semiconductor sales rise 30% in May, remain on target. (June 10, 2026)
Apple's AI news underwhelms. Siri AI release concerns persist. (June 9, 2026)
Apple joins AI race with new Siri digital assistant, Apple Intelligence tools. (June 8, 2026)
Intel stock jumps as Google reportedly signs on as foundry customer. (June 8, 2026)
Cerebras stock initiated with buy ratings for AI chipmaker. (June 8, 2026)
Photo: Apple Intelligence on iPhone, iPad and Mac. (Apple)
Labels:
adobe,
amd,
apple,
applied materials,
cerebras,
chips,
google,
intel,
netflix,
roku,
sharkninja,
supermicro,
tsmc
Saturday, May 2, 2026
Week in review: Apple, Garmin, Microsoft, Roku, Spotify earnings
The following is a roundup of my stories from Investors.com.
Sandisk stock notches record high after chipmaker's huge earnings beat. (May 1, 2026)
Roku stock surges after video streamer's first-quarter beat. (May 1, 2026)
Apple can't meet demand for iPhones due to chip shortages. (May 1, 2026)
Apple tops March-quarter targets on strong iPhone 17 sales. Stock jumps on outlook. (April 30, 2026)
Data-center capex hikes positive for these AI stocks. (April 30, 2026)
Allegro MicroSystems, IBD Stock of the Day, surges ahead of earnings. (April 30, 2026)
Chip gear firm Entegris tops targets on AI-fueled demand. (April 30, 2026)
Microsoft beats fiscal Q3 views on cloud computing, AI strength. (April 29, 2026)
Chip gear supplier KLA posts beat-and-raise fiscal Q3, but stock falls late. (April 29, 2026)
Silicon Motion stock rockets as sales more than double. (April 29, 2026)
Garmin beats Q1 goals but sticks with prior full-year outlook. (April 29, 2026)
NXP Semiconductors stock jumps after beat-and-raise Q1 report. (April 28, 2026)
Nvidia, AI chip stocks fall on OpenAI funding concerns. (April 28, 2026)
Spotify stock falls as subscriber target comes in light after in-line Q1. (April 28, 2026)
Cadence Design Systems tops Q1 targets, guides above views. (April 27, 2026)
Broadcom, IBD Stock of the Day, hovers near buy zone. (April 27, 2026)
Chip stocks take a breather after historic run. What's next for semiconductor group? (April 27, 2026)
Photo: Garmin Venu 4 fitness smartwatches. (Garmin)
Saturday, April 25, 2026
Week in review: Chip stocks hit record levels; Apple CEO steps down
The following is a roundup of my stories from Investors.com.
Kulicke & Soffa Industries gets off the couch and starts to run. (April 24, 2026)
Intel surpasses 2000 dot-com boom high, hits new record. (April 24, 2026)
Intel stock jumps after chipmaker crushes Q1 targets, guides higher. (April 23, 2026)
Chipmaker MaxLinear beats Q1 views, guides up. MXL stock surges. (April 23, 2026)
TSMC in buy zone: Stock of the Day shows its chipmaking prowess. (April 23, 2026)
Chip stocks on epic run, fueled by AI megatrend, analog recovery. (April 23, 2026)
STMicroelectronics forecasts accelerating sales growth, sees AI upside. (April 23, 2026)
Lam Research ends March quarter like a lion. Here's why. (April 22, 2026)
Texas Instruments stock jumps on Q1 beat-and-raise report. (April 22, 2026)
Adobe has found a big buyer for its stock — itself. (April 22, 2026)
Astera Labs stock hits buy point after this news. (April 21, 2026)
Why Roku stock is at a 4-year high ahead of its Q1 report. (April 21, 2026)
Apple CEO Tim Cook to step down. IPhone maker shakes up executive ranks. (April 20, 2026)
Analog Devices, IBD Stock of the Day. extends breakout on analog chip recovery. (April 20, 2026)
AI-driven "CPU renaissance" to boost AMD, Arm and Intel, analyst says. (April 20, 2026)
Photo: Intel Xeon 6-plus wafer on display at the Intel Technology Tour 2025 in September 2025. (Intel)
Saturday, February 14, 2026
Week in review: SharkNinja, Spotify earnings reports
The following is a roundup of my stories from Investors.com.
AMD taking PC, server market share from Intel. (Feb. 13, 2026)
Taiwan Semiconductor Manufacturing scores fresh buy rating. (Feb. 13, 2026)
Roku stock jumps on lights-out fourth-quarter earnings. (Feb. 12, 2026)
Applied Materials trounces expectations with big quarterly beat. (Feb. 12, 2026)
Hopes fade for early 2026 Apple Siri release. Apple stock drops. (Feb. 12, 2026)
Chip-gear maker Nova beats views for Q4, guides higher. (Feb. 12, 2026)
Tower Semiconductor tops Q4 estimates, raises Q1 sales target and capex. (Feb. 11, 2026)
SharkNinja beats Q4 estimates, initiates first stock buyback. (Feb. 11, 2026)
Lattice Semiconductor weaves Q4 sales beat. Stock rises. (Feb. 10, 2026)
Astera Labs stock drops despite solid Q4 results, guidance. (Feb. 10, 2026)
Advanced Energy Industries powers higher after Q4 beat-and-raise report. (Feb. 10, 2026)
TSMC stock hits record high as chip foundry posts strong sales. (Feb. 10, 2026)
Entegris stock rises after chip-gear maker's Q4 beat. (Feb. 10, 2026)
Spotify stock jumps on improved profitability, user growth. (Feb. 10, 2026)
Onsemi stock drops on soft sales forecast after in-line Q4. (Feb. 9, 2026)
STMicroelectronics stock nears buy point on Amazon Web Services deal. (Feb. 9, 2026)
Photo: SharkNinja teamed with the estate of legendary actress and sex symbol Marilyn Monroe to celebrate the 100th anniversary of her birthday. (SharkNinja)
Saturday, February 7, 2026
Week in review: Take-Two Interactive, AMD, Arm, SiTime earnings
The following is a roundup of my stories from Investors.com.
Microsoft stock looks for relief after brutal software sector sell-off. (Feb. 6, 2026)
Roku could get lift from Winter Olympics, Amazon Ads. (Feb. 6, 2026)
Microchip Technology stock falls despite topping quarterly estimates. (Feb. 5, 2026)
Monolithic Power Systems beats estimates, hikes dividend. (Feb. 5, 2026)
Broadcom stock rises on Google’s massive capex increase. (Feb. 5, 2026)
Macom Technology Solutions posts beat-and-raise report. Stock rises. (Feb. 5, 2026)
SiTime stock surges as timing-chip maker clocks Q4 beat, makes acquisition. (Feb. 4, 2026)
Chip designer Arm tops estimates for December quarter, guides above views. (Feb. 4, 2026)
Take-Two sees AI as production aid, not business threat. (Feb. 4, 2026)
AMD stock drops after good, but not great, quarterly report. (Feb. 4, 2026)
Silicon Labs stock rockets on Texas Instruments buyout. (Feb. 4, 2026)
Silicon Motion moves higher on rosy outlook. (Feb. 4, 2026)
AMD stock drops despite beat-and-raise earnings report. (Feb. 3, 2026)
Video game maker Take-Two crushes December-quarter estimates. (Feb. 3, 2026)
Rambus stock crumbles on soft Q1 guidance. (Feb. 3, 2026)
Teradyne smashes estimates on AI-related demand. Stock jumps. (Feb. 2, 2026)
Nvidia stock dips on OpenAI funding issues. (Feb. 2, 2026)
Photo: Take-Two video game “Grand Theft Auto Online – Clucking Bell Farm Raid.” (Rockstar Games)
Saturday, November 1, 2025
Week in review: Apple, Garmin, Microsoft, Roblox, Roku, Zebra earnings
The following is a roundup of my stories from Investors.com.
Roku stock spikes on big earnings beat for streaming video platform. (Oct. 31, 2025)
Apple stock hits record high on upbeat holiday-sales forecast. (Oct. 31, 2025)
Apple posts record iPhone, services revenue in September quarter. (Oct. 30, 2025)
Surging AI data center capex seen lifting these stocks. (Oct. 30, 2025)
Roblox stock tanks despite beat-and-raise Q3 report. (Oct. 30, 2025)
Microsoft tops quarterly targets on cloud, AI strength. (Oct. 29, 2025)
Garmin stock drops on slight sales miss in third quarter, blah outlook. (Oct. 29, 2025)
Nvidia stock surges on AI momentum, tops $5 trillion market cap. (Oct. 29, 2025)
Nvidia stock jumps as AI chipmaker touts made-in-America technology. (Oct. 28, 2025)
Broadcom, IBD Stock of the Day, breaks out past buy point on AI activity. (Oct. 28, 2025)
Microsoft stock nears buy point on OpenAI stake. (Oct. 28, 2025)
Adobe ramps up generative AI offerings for creators. (Oct. 28, 2025)
Wireless chipmakers Skyworks, Qorvo agree to merge. (Oct. 28, 2025)
Zebra Technologies tops Q3 views, guides above estimates. (Oct. 28, 2025)
Cadence Design Systems falls despite Q3 earnings beat. (Oct. 27, 2025)
Qualcomm enters AI data center market, signs Humain as first customer. (Oct. 27, 2025)
Photo: Apple iPhone 17 display at the Apple Regent Street retail store in London. (Apple)
Labels:
adobe,
apple,
broadcom,
chips,
garmin,
iphone,
microsoft,
nvidia,
qualcomm,
roblox,
roku,
video games,
zebra technologies
Saturday, August 9, 2025
Week in review: AMD, Arlo, Astera Labs, Ouster, SharkNinja, Supermicro, Zebra earnings
The following is a roundup of my stories from Investors.com.
Ouster is laser-focused on being the eyes of physical AI. CEO touts lidar’s expanding reach. (Aug. 8, 2025)
Apple stock retakes key level after dodging tariff bullet. (Aug. 8, 2025)
Arlo stock leaps as home security camera firm beats views. (Aug. 8, 2025)
Take-Two tops June-quarter targets, touts ambitious game pipeline. (Aug. 7, 2025)
President Trump rocks chip stocks with tariff talk, Intel comments. (Aug. 7, 2025)
SharkNinja jumps on strong Q2 earnings, raised guidance. (Aug. 7, 2025)
AppLovin stock stages breakout after beat-and-raise Q2 report. (Aug. 7, 2026)
Symbotic stock falls as warehouse automation firm misses with outlook. (Aug. 6, 2025)
Apple stock rises on company’s new U.S. investment commitment. (Aug. 6, 2025)
Super Micro Computer tanks after missing across the board. (Aug. 5, 2025)
AMD stock slides after chipmaker posts in-line earnings. (Aug. 5, 2025)
Astera Labs stock surges after chipmaker tops Q2 targets, guides up. (Aug. 5, 2025)
Nvidia, Broadcom, chip stocks fall on looming Trump tariffs. (Aug. 5, 2025)
Roku launches low-cost subscription video service. (Aug. 5, 2025)
Zebra sprints past Q2 earnings target, trips on conservative outlook. (Aug. 5, 2025)
Broadcom rounds out AI networking portfolio with new Jericho chip. (Aug. 4, 2025)
Data center spending strength bodes well for Nvidia stock. (Aug. 4, 2025)
Spotify stock rises as music streamer raises prices in international markets. (Aug. 4, 2025)
Evergreen stories:
Apple stock: Time to buy or sell? What investors need to know. (Aug. 4, 2025)
Photo: Arlo security camera with solar power panel. (Arlo Technologies)
Saturday, June 21, 2025
Week in review: Netflix, Spotify, Roku, Nintendo shares on the rise
The following is a roundup of my stories from Investors.com.
Nvidia, AI chip stocks pull back as investors turn cautious. (June 20, 2025)
Netflix stock gets Street-high price target on global growth prospects. (June 20, 2025)
Credo stock hits record high on demand for high-speed networking. (June 18, 2025)
Marvell Technology raises its custom AI chip prospects. (June 18, 2025)
Investors go bananas for Nintendo, IBD Stock of the Day. (June 18, 2025)
Nintendo, Roblox shares climb on positive catalysts. (June 17, 2025)
Chip gear stocks rise on improved outlook. Two get price-target hikes. (June 17, 2025)
Spotify stock hits record high after price-target hike. (June 17, 2025)
AI chip stocks advance amid higher market estimates. (June 16, 2025)
Life360 stock rises on upbeat report for family tracker service. (June 16, 2025)
Roku, Amazon partner on internet TV advertising. (June 16, 2025)
Adobe lets brands track their visibility on AI services. (June 16, 2025)
Photo: Actor Arnold Schwarzenegger at the premiere of the Netflix series “Fubar.” (Netflix)
Labels:
adobe,
amazon.com,
chips,
life360,
netflix,
nintendo,
nvidia,
roblox,
roku,
spotify,
video games
Saturday, February 15, 2025
Week in review: AppLovin, Roku, SharkNinja, Supermicro, Vertiv, Zebra earnings
The following is a roundup of my stories from Investors.com.
Nvidia dumps SoundHound, trims Arm stake, buys these 2 stocks. (Feb. 14, 2025)
Roku stock jumps on improving profitability, user growth. (Feb. 13, 2025)
Applied Materials stock drops on soft revenue outlook. (Feb. 13, 2025)
SharkNinja pummels Q4 estimates, raises targets for 2025. (Feb. 13, 2025)
Zebra Technologies tops Q4 views, gives cautious 2025 outlook. (Feb. 13, 2025)
AppLovin stock rockets after Q4 beat. What should investors do now? (Feb. 13, 2025)
AppLovin obliterates Q4 earnings target. APP stock soars. (Feb. 12, 2025)
Apple interested in making humanoid robot, top analyst says. (Feb. 12, 2025)
Adobe releases generative AI video model, claims key advantage. (Feb. 12, 2025)
Vertiv crushes Q4 forecasts on strong data center business. But stock falls on outlook. (Feb. 12, 2025)
Nvidia partner Supermicro cuts fiscal 2025 estimates, but sees big growth next year. (Feb. 11, 2025)
Apple reportedly picks Alibaba as China AI partner. (Feb. 11, 2025)
Astera Labs stock falls as investors nitpick Q4 report. (Feb. 11, 2025)
AI chip stock Astera Labs smashes Q4 views, but stock wavers. (Feb. 10, 2025)
Nvidia stock rallies, shakes off concerns about OpenAI moves. (Feb. 10, 2025)
Photo: SharkNinja partnered with SNL’s Chloe Fineman to celebrate its new Ninja Luxe Café All-in-One Espresso, Drip Coffee and Cold Brew Maker. (SharkNinja)
Saturday, April 27, 2024
Week in review: Spotify, Roku, Microsoft, Intel earnings; AI stocks rally
The following is a roundup of my stories from Investors.com.
Microsoft, Google reports lift Nvidia, Super Micro, other AI hardware makers. (April 26, 2024)
Chip gear vendor KLA tops March-quarter views as business stabilizes. (April 26, 2024)
Microsoft cloud strength drives March-quarter sales, earnings beat. (April 25, 2024)
Streaming video platform Roku tops views with Q1 results, guidance. (April 25, 2024)
Intel stock drops as chipmaker guides below views for Q2. (April 25, 2024)
Nvidia, Arista, Dell, Super Micro rise on Meta’s AI capex plan. (April 25, 2024)
Impinj stock soars as tracking-chip maker delivers beat-and-raise report. (April 24, 2024)
Chip gear maker Lam Research returns to earnings growth, ups outlook. (April 24, 2024)
Chipmaker Texas Instruments beats Q1 goals, gives reassuring outlook. (April 23, 2024)
Adobe brings more generative AI tools to Photoshop. (April 23, 2024)
Streaming music leader Spotify tops earnings target in first quarter. (April 23, 2024)
Cadence Design Systems stock drops on weak Q2 guidance. (April 22, 2024)
AI stocks rebound after Friday’s brutal sell-off. (April 22, 2024)
Evergreen stories:
Is Netflix stock a buy after video streamer’s first-quarter report? (April 22, 2024)
Is Microsoft stock a buy as software giant touts artificial intelligence? (April 22, 2024)
Is AMD stock a buy before chipmaker’s first-quarter earnings report? (April 22, 2024)
Is Apple stock a buy amid myriad challenges? (April 22, 2024)
Photo: Spotify sponsored a library-themed art installation at The Grove in Los Angeles April 16-18, 2024, to promote the new album from Taylor Swift, “The Tortured Poets Department.” (Spotify)
Labels:
adobe,
amd,
apple,
chips,
dell,
google,
intel,
meta platforms,
microsoft,
netflix,
nvidia,
roku,
spotify,
supermicro
Saturday, April 6, 2024
Week in review: Netflix, Roku, Spotify in focus
The following is a roundup of my stories from Investors.com.
Roku faces advertising weakness, heightened competition. (April 5, 2024)
Netflix scores Street-high price target on “solid momentum.” (April 5, 2024)
Astera Labs reaches for the stars with AI networking chips. (April 5, 2024)
Broadcom, IBD Stock of the Day, surfs higher on AI stock wave. (April 4, 2024)
Spotify price hikes signal music streamer focused on profitability. (April 4, 2024)
Taiwan quake seen having minimal impact on TSMC but raises concerns. (April 3, 2024)
Intel stock tanks after chipmaker discloses ugly foundry financials. (April 3, 2024)
Dell, IBD Stock of the Day, offers possible buy point after pullback. (April 2, 2024)
Autodesk stock drops on accounting investigation. (April 2, 2024)
Microsoft stock nabs price-target hike on AI monetization prospects. (April 1, 2024)
Apple sales, earnings seen declining in 2024 amid iPhone slowdown. (April 1, 2024)
Photo: Actress Eiza Gonzalez poses at the world premiere of her Netflix miniseries “3 Body Problem” on March 8, 2024, at the SXSW Festival in Austin, Texas. (Netflix)
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)
Labels:
adobe,
amd,
apple,
applied materials,
applovin,
arm holdings,
chips,
microsoft,
netflix,
nvidia,
roku,
sharkninja,
supermicro,
vizio,
walmart
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)
Saturday, November 4, 2023
Week in review: Apple, Roku, AMD, Qualcomm, CDW, Zebra earnings news
The following is a roundup of my stories from Investors.com.
Industrial slowdown hits semiconductor stocks; AI, iPhone suppliers fare better. (Nov. 3, 2023)
Apple forecasts flat sales in holiday quarter; Shares fall. (Nov. 3, 2023)
Apple stock drops as sales fall for fourth straight quarter. (Nov. 2, 2023)
Roku stock rockets after third-quarter user gains beat estimates. (Nov. 2, 2023)
Super Micro Computer beats estimates on AI infrastructure demand. (Nov. 1, 2023)
Qualcomm stock rises as chipmaker delivers beat-and-raise report. (Nov. 1, 2023)
Tech reseller CDW tops earnings goal but misses on sales. (Nov. 1, 2023)
AMD forecasts over $2 billion in 2024 AI chip sales, topping views. (Oct. 31, 2023)
Nvidia stock sinks as China trade restrictions set to crimp sales. (Oct. 31, 2023)
Zebra Technologies sees sales downturn continuing into 2024. (Oct. 31, 2023)
Lattice Semiconductor becomes latest chipmaker to guide lower. (Oct. 30, 2023)
Wall Street cuts estimates for Apple’s December quarter. (Oct. 30, 2023)
Photo: Apple Nanjing East retail store in Shanghai, China. (Apple)
Saturday, September 9, 2023
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)
Saturday, July 29, 2023
Week in review: Intel, Logitech, Meta, Microsoft, Roku, Spotify, TI earnings
The following is a roundup of my stories from Investors.com.
Apple stock defies weak sales, anemic earnings to surge 50% in 2023. (July 28, 2023)
Streaming video platform Roku crushes estimates for sales, new users. (July 27, 2023)
Chipmaker Intel beats second-quarter targets, posts surprise profit. (July 27, 2023)
Lam Research earnings beat pushes semiconductor equipment stocks higher. (July 27, 2023)
Mobileye drives past second-quarter targets, raises earnings outlook. (July 27, 2023)
Contract manufacturer Flex clears June-quarter hurdles, but stumbles with outlook. (July 26, 2023)
Facebook parent Meta breaks quarterly losing streak, shares surge. (July 26, 2023)
Pharma giant GSK beats second-quarter goals on growth in vaccines, general medicines. (July 26, 2023)
Microsoft stock falls on light sales outlook, AI investments. (July 25, 2023)
Texas Instruments tops views on robust automotive chip sales. (July 25, 2023)
Spotify Technology beats subscriber target but losses mount. (July 25, 2023)
Logitech tops June-quarter targets but gives soft sales forecast. (July 25, 2023)
NXP Semiconductors beats second-quarter goals on strong auto chip sales. (July 24, 2023)
Cadence Design Systems squeaks past views, sees AI as business driver. (July 24, 2023)
Photo: Roku home screen on TV with Roku Streambar (Roku)
Saturday, July 15, 2023
Week in review: Amazon Prime Day; Aehr Test Systems earnings; Opera, Adobe, Activision news
The following is a roundup of my stories from Investors.com.
Curtain falls on Opera after web browser maker announces stock sale. (July 14, 2023)
Amazon’s surprising secret weapon for its successful Prime Day: TikTok. (July 14, 2023)
Aehr Test Systems stock rockets after company forecasts accelerating growth. (July 13, 2023)
Netflix analysts cautious ahead of video streamer’s second-quarter report. (July 13, 2023)
Taiwan Semiconductor, IBD Stock of the Day, cashing in on AI chip production. (July 12, 2023)
Adobe expands generative AI tool to over 100 languages. (July 12, 2023)
Roku stock hits buy point on e-commerce tie-up with Shopify. (July 11, 2023)
Activision stock jumps as U.S. judge clears hurdle to Microsoft buyout. (July 11, 2023)
Amazon celebrates Prime Day with bullish Wall Street ratings. (July 11, 2023)
Apple iPhone 15 production behind schedule, could mean tight launch supply. (July 10, 2023)
Photo: Amazon package on doorstep (Amazon)
Labels:
activision,
adobe,
amazon.com,
apple,
chips,
iphone,
microsoft,
netflix,
opera,
roku,
video games
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