Saturday, May 27, 2023

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


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

Symbotic stock marches higher on robotic warehouse expansion plans. (May 26, 2023)

Chipmaker Marvell beats estimates, calls AI “a key growth driver.” (May 25, 2023)

Autodesk matches first-quarter views but misses with Q2 outlook. (May 25, 2023)

Nvidia stock rockets 24% higher on bullish AI-fueled forecast. (May 25, 2023)

AI chipmaker Nvidia smashes quarterly estimates on strong data-center sales. (May 24, 2023)

Netflix stock rises as video streamer steps up crackdown on freeloaders. (May 24, 2023)

Chipmaker Analog Devices tops targets but warns of slowing sales. (May 24, 2023)

TurboTax maker Intuit beats profit target on lighter-than-expected sales. (May 23, 2023)

Nvidia, Microsoft Azure team on enterprise-ready generative AI. (May 23, 2023)

Apple inks multibillion-dollar wireless-chip supply deal with Broadcom. (May 23, 2023)

Adobe leans further into generative AI. Here’s what’s in store for its market-leading Photoshop app. (May 23, 2023)

China action against Micron called political, seen crimping sales. (May 22, 2023)

Apple stock downgraded on signs of slowing iPhone demand. (May 22, 2023)

Photo: Nvidia graphics processing unit (Nvidia)

Saturday, May 20, 2023

Week in review: Take-Two, Synopsys, Applied Materials earnings


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

Semiconductor stock Rambus could be an acquisition target: analyst. (May 19, 2023)

ON Semiconductor seen outpacing rivals in silicon carbide chips. (May 19, 2023)

Chip gear maker Applied Materials seeing customers trim spending plans. (May 18, 2023)

Netflix stock surges on upbeat advertising business outlook. (May 18, 2023)

Cadence Design Systems, IBD Stock of the Day, rebounds from short pullback. (May 18, 2023)

Video game publisher Take-Two forecasts quiet year before huge growth. (May 17, 2023)

Synopsys stock rises as chip design software firm posts beat-and-raise report. (May 17, 2023)

Nvidia, ServiceNow partner on AI to improve IT help desks, other enterprise tasks. (May 17, 2023)

Southeast Asia internet firm Sea Limited sinks after missing quarterly targets. (May 16, 2023)

Lam Research passes buy point despite chip-gear spending drop. (May 15, 2023)

Photo: Take-Two video game “Marvel’s Midnight Suns.” (Take-Two Interactive Software)

Saturday, May 13, 2023

Week in review: EA, GlobalFoundries, Sonos, Skyworks Solutions earnings


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

When will PC sales recover? And which stocks are most counting on a rebound? (May 12, 2023)

Entegris stock rockets after chip gear supplier smashes estimates. (May 11, 2023)

Sonos stock tumbles after speaker maker cuts sales outlook. (May 10, 2023)

Allegro MicroSystems beats quarterly targets on strong auto chip sales. (May 10, 2023)

Electronic Arts crushes March-quarter views, gives bullish earnings outlook. (May 9, 2023)

Salesforce, IBD Stock of the Day, tests fresh buy point. (May 9, 2023)

GlobalFoundries tops first-quarter targets but misses views with guidance. (May 9, 2023)

Skyworks stock sinks after chipmaker lowers outlook for current quarter. (May 8, 2023)

Netflix, IBD Stock of the Day, nears buy point after bucking downtrend. (May 8, 2023)

Evergreen stories:

Is Netflix stock a buy after video streamer’s first-quarter report? (May 8, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (May 8, 2023)

Is Apple stock a buy after iPhone maker’s March-quarter earnings beat? (May 8, 2023)

Is AMD stock a buy after chipmaker’s first-quarter report? (May 8, 2023)

Photo: EA game “Star Wars Jedi: Survivor” (Electronic Arts)

Saturday, May 6, 2023

Week in review: Apple, AMD, Lattice, Qualcomm, Zebra earnings


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

Apple tops March-quarter forecasts on strong sales in iPhones, services. (May 4, 2023)

AMD stock rises on report of team-up with Microsoft on AI chips. (May 4, 2023)

Qualcomm stock drops after chipmaker’s June-quarter outlook misses views. (May 3, 2023)

Axcelis Technologies beats first-quarter estimates, gives mixed guidance. (May 3, 2023)

Facebook’s recklessness is putting kids at risk, FTC says. (May 3, 2023)

Chipmaker AMD beats first-quarter goals but gives weak sales forecast. (May 2, 2023)

Super Micro Computer stock jumps on strong June-quarter outlook. (May 2, 2023)

Zebra Technologies edges above first-quarter goals but lowers outlook. (May 2, 2023)

Lattice Semiconductor tops first-quarter estimates, guides higher. (May 1, 2023)

Nvidia, IBD Stock of the Day, hits buy point on AI enthusiasm. (May 1, 2023)

Photo: A customer checks out the iPhone 14 Pro at the Apple Gangnam store in Seoul, South Korea. (Apple)

Saturday, April 29, 2023

Week in review: Spotify, Roku, Microsoft, Intel earnings reports


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

Apple rising as investors bet on a sunny March-quarter report. (April 28, 2023)

Chipmaker Intel beats first-quarter views but gives mixed outlook. (April 27, 2023)

Outlook dims for First Solar after it misses March-quarter targets. (April 27, 2023)

Mobileye lowers full-year outlook on weakening China electric vehicle sales. (April 27, 2023)

Roku adds more active users than expected in first quarter. (April 26, 2023)

Impinj stock plummets as tracking-chip maker cuts outlook. (April 26, 2023)

Microsoft beats March-quarter targets on strong cloud business. (April 25, 2023)

Texas Instruments tops first-quarter targets but guides lower. (April 25, 2023)

Spotify crushes forecasts for new subscribers, total listeners. (April 25, 2023)

Cadence Design Systems beats first-quarter views but gives weak guidance. (April 24, 2023)

Super Micro Computer stock tumbles after warning of sales shortfall. (April 24, 2023)

Photo: K-pop girl group Blackpink attends a Spotify album launch party. (Spotify)

Saturday, April 22, 2023

Week in review: Netflix, Taiwan Semiconductor, ASML earnings


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

These 3 stocks play in fast-growing areas of semiconductor equipment. (April 21, 2023)

AMD, IBD Stock of the Day, bounces off key support level. (April 20, 2023)

Taiwan Semiconductor delivers mixed first-quarter results, guides lower. (April 20, 2023)

Lam Research sacrificed by investors after giving weak outlook. (April 19, 2023)

Chip gear maker ASML beats first-quarter goals but gives cautious outlook. (April 19, 2023)

Netflix stock drops after streaming video leader misses subscriber target. (April 18, 2023)

Broadcom claims its new chip speeds networking for artificial intelligence. (April 18, 2023)

Apple bets on growth in India with retail, manufacturing expansion. (April 17, 2023)

Adobe offers generative AI for video, audio creation. (April 17, 2023)

Photo: Netflix billboard (Netflix)

Saturday, April 8, 2023

Week in review: Allegro MicroSystems, InTest spotlighted


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

Tech Leader stock InTest is gaining Wall Street’s attention. (April 6, 2023)

Apple’s mixed-reality headset faces abundant skepticism ahead of debut. (April 5, 2023)

Chipmaker Allegro MicroSystems driving growth with automotive, industrial business. (April 4, 2023)

Evergreen stories:

Is Apple stock a buy before iPhone maker’s March-quarter earnings report? (April 7, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (April 7, 2023)

Is AMD stock a buy before chipmaker’s March-quarter report? (April 7, 2023)

Is Netflix stock a buy before video streamer’s first-quarter report? (April 7, 2023)

Photo: Allegro MicroSystems at Electronica 2022 conference. (Allegro MicroSystems)