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This Week’s Tech Earnings Winners and Losers: Nokia, EMC, Qualcomm, AMD and More (MLNX, QCOM, VMW, AMD, ALTR, CY, EMC, LSCC, NOK, SNDK, TQNT, MSFT, AAPL, VMW, EZCH)

Posted by Next Inning at 10:18AM on April 18th

Earnings season is upon us in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results?

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Special Report: Apple’s Shadow Across the Tech Industry (AAPL, AVGO, CRUS, QCOM, ARMH, NUAN, TQNT)

Posted by Next Inning at 10:30AM on February 16th

Apple (AAPL) casts a huge shadow across the tech industry, and the company’s suppliers have an opportunity to ride Apple’s considerable coat tails. At the same time, an Apple supplier today is not assured of being an Apple supplier tomorrow, and…

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High Flyers Back in Favor (QCOM, CMG, MA, OTEX, NFLX, CREE, SFLY, GMCR, UFI)

Posted by Geoff Seiler at 9:28PM on February 2nd

Stocks had a mixed day, but there were a lot of big individual movers. The one theme this earnings season is that investors have an increased appetite for risk, especially for former high flyers that have been left on the…

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Next Week’s Tech Earnings Winners and Losers: AMD, TI, Cypress Semi, and More (AMD, TXN, CY, JNPR, ALTR, LSCC, QLGC, ATML, QCOM, NVDA, LLTC, INTC, TQNT)

Posted by Next Inning at 10:15AM on January 20th

Earnings season is upon us in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results?

In…

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A Greek Saga Plays Out (QCOM, WFM, ANF, ARO, ANSS, HYGS)

Posted by Geoff Seiler at 4:36PM on November 3rd

Stocks soared on the day, as the latest twist to the Greek saga boosted stocks. Following much political bickering, Greek Prime Minister George Papandreou withdrew his call for a referendum vote of the EU bailout after saying there is no…

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This Week’s Tech Earnings Winners and Losers: Fusion-IO, EZchip, Qualcomm and More (CAVM, IDTI, AMCC, ATML, SANM, EZCH, FIO, QCOM, SWKS, AAPL, INTC, HLIT)

Posted by Next Inning at 10:08AM on October 31st

Earnings season is getting underway in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results?

In…

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Next Inning Remains Bullish on Intel Ahead of Today’s Earnings Report (INTC, ARMH, MRVL, QCOM, EMC)

Posted by Next Inning at 9:46AM on October 18th

As has often been the case under the leadership of CEO Paul Otellini, Intel (INTC) beat the consensus for both revenue and earnings in reporting its most recent financial results, yet some analysts remain unconvinced of the long-term growth story that…

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Broadcom Acquisition Sets the Stage for More Tech Buyout Action (BRCM, NETL, EZCH, CAVM, NETL, MRVL, QCOM, TXN, ALTR, XLNX, STM)

Posted by Next Inning at 9:04AM on September 15th

Although Broadcom (BRCM) this week agreed to pay more than a 50% premium to acquire NetLogic Microsystems (NETL) in a proposed $3.7 billion deal, Next Inning Technology Research Editor Paul McWilliams believes the move was not only good for Broadcom, but absolutely…

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Reasons to Be Optimistic in the Tech Sector (MU, INTC, AMD, DELL, AAPL, ATML, MCHP, QCOM, MRVL, CAVM, EZCH, NETL)

Posted by Next Inning at 9:40AM on September 7th

The lingering impact of the March earthquake and tsunamis in Japan, economic and legislative uncertainties in the United States and Europe, and the cyclical impact of DRAM pricing combined to push July semiconductor revenue down 1.1% year-over-year according to the…

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The Tablet Trend: Focus on ‘Use Cases’ (AAPL, HPQ, AMZN, INTC, ARMH, QCOM)

Posted by Next Inning at 8:05AM on September 1st

As pundits argue whether or not tablets will replace notebook PCs and wonder if anyone will successfully challenge Apple’s (AAPL) dominance in the market, Next Inning Technology Research Editor Paul McWilliams calmly advises his readers that the headlines are focusing on…

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