Portfolio
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, October 25, 2025
Week in review: Intel, Lam, Netflix, TI, Vertiv earnings
The following is a roundup of my stories from Investors.com.
Vertiv stock notches record high on robust data center business. (Oct. 24, 2025)
Broadcom, IBD Stock of the Day, gains custom AI chip business. (Oct. 24, 2025)
Intel stock rises on big third-quarter earnings beat. (Oct. 23, 2025)
Super Micro Computer stock drops as projects delayed. (Oct. 23, 2025)
Lam Research beats targets as AI-chip production drives equipment sales. (Oct. 22, 2025)
Vertiv crushes Q3 estimates on strong AI data center business. But stock falls. (Oct. 22, 2025)
Netflix doesn't rule out bidding for Warner Bros. (Oct. 22, 2025)
Netflix stock sinks on Q3 earnings miss, modest Q4 raise. (Oct. 21, 2025)
Texas Instruments stock tumbles on guidance miss. (Oct. 21, 2025)
Apple stock hits buy point on improving sentiment, notches record high. (Oct. 20, 2025)
Adobe launches company-specific generative AI models. (Oct. 20, 2025)
Photo: Intel CEO Lip-Bu Tan holds a wafer of CPU tiles for the Intel Core Ultra series 3, code-named Panther Lake, at the Intel Ocotillo campus in Chandler, Ariz., in September 2025. (Intel)
Saturday, October 18, 2025
Week in review: ASML, TSMC earnings; major AI data center chip deals
The following is a roundup of my stories from Investors.com.
Netflix stock drops below key level before Q3 earnings report. (Oct. 16, 2025)
Take-Two scores price-target hikes on “NBA 2K26,” “Grand Theft Auto 6” games. (Oct. 16, 2025)
Taiwan Semiconductor smashes Q3 earnings target. But stock retreats. (Oct. 16, 2025)
Roblox stock pops higher on deeper collaboration with Mattel. (Oct. 15, 2025)
Nvidia stock wavers after latest data center deal. (Oct. 15, 2025)
ASML stock rises on strong orders, 2026 outlook. (Oct. 15, 2025)
PC sales perk up as Microsoft retires Windows 10 operating system. (Oct. 14, 2025)
AMD scores major AI chip sale with Oracle. (Oct. 14, 2025)
Broadcom touts ultrafast networking chip for AI data centers. (Oct. 14, 2025)
Apple stock might not see positive catalysts until spring. (Oct. 13, 2025)
Broadcom stock surges on OpenAI chip deal. (Oct. 13, 2025)
Photo: ASML technicians in a cleanroom. (ASML)
Saturday, October 11, 2025
Week in review: Serve Robotics scores DoorDash restaurant delivery deal
The following is a roundup of my stories from Investors.com.
Netflix stock awaits Q3 earnings report, “Stranger Things” release. (Oct. 10, 2025)
Why the IBD 50’s SiTime, up more than 40%, resonates with investors. (Oct. 10, 2025)
Applied Digital is the latest AI infrastructure stock to catch fire. (Oct. 10, 2025)
Nvidia stock spikes to record high on UAE trade approval. (Oct. 9, 2025)
Serve Robotics inks autonomous food delivery deal with DoorDash. (Oct. 9, 2025)
Chip foundry TSMC tops estimates for September sales. (Oct. 9, 2025)
Morgan Stanley raises caution flag on AI financing deals. (Oct. 8, 2025)
OpenAI event fails to boost participating app makers as concerns remain. (Oct. 7, 2025)
Nvidia, IBD Stock of the Day, seen unscathed by OpenAI’s AMD deal. (Oct. 7, 2025)
Dell stock jumps as AI business lifts long-term growth outlook. (Oct. 7, 2025)
AppLovin stock falls on report of SEC probe. (Oct. 6, 2025)
Netflix stock snaps five-day losing streak after conservative backlash. (Oct. 6, 2025)
Micron stock hits record high after bullish report. (Oct. 6, 2025)
AMD stock surges as chipmaker latest to get OpenAI deal. (Oct. 6, 2025)
Photo: Serve Robotics sidewalk delivery robot in Chicago. (Serve Robotics)
Saturday, September 27, 2025
Week in review: Smart glasses taking off, EA go-private deal, Micron earnings
The following is a roundup of my stories from Investors.com.
Electronic Arts stock jumps on reported go-private deal. (Sept. 26, 2025)
AppLovin stock showered with affection on Wall Street. (Sept. 26, 2025)
Microsoft stock elevated to top pick at Morgan Stanley. (Sept. 26, 2025)
Intel stock rises as Trump steps up efforts to reshore chip manufacturing. (Sept. 26, 2025)
Will smart glasses replace smartphones? Meta, Apple, Google eye new battleground. (Sept. 25, 2025)
Marvell stock rallies after CEO gives reassuring outlook. (Sept. 25, 2025)
Nvidia stock wavers as AI chip stocks struggle. (Sept. 25, 2025)
Micron stock slides despite flurry of price-target hikes after report. (Sept. 24, 2025)
Micron trounces estimates thanks to AI data center growth. (Sept. 23, 2025)
Vertiv stock falls after Microsoft reveals "breakthrough" chip cooling tech. (Sept. 23, 2025)
Roblox, IBD Stock of the Day, is growing like a weed thanks to hit games. (Sept. 23, 2025)
Nvidia-OpenAI deal: Proof of AI boom or "circular vendor financing"? (Sept. 23, 2025)
Nvidia stock jumps on $100 billion OpenAI strategic partnership. (Sept. 22, 2025)
AppLovin's ad product growing fast, taking market share. (Sept. 22, 2025)
Apple iPhone 17 sales getting boost from plain old upgrade cycle. (Sept. 22, 2025)
Photo: Meta Ray-Ban Display smart glasses (Meta Platforms)
Saturday, September 20, 2025
Week in review: Nvidia falls on China pressure, rallies on Intel partnership
The following is a roundup of my stories from Investors.com.
Apple stock rises as iPhone 17 officially goes on sale. (Sept. 19, 2025)
IBD 50 stock SiTime climbs after entering lucrative new market. (Sept. 19, 2025)
Newly public AI infrastructure firm, WhiteFiber, surges after quarterly report. (Sept. 18, 2025)
SoundHound AI marches higher after making acquisition. (Sept. 18, 2025)
Spotify, IBD Stock of the Day, makes bullish move on music service changes. (Sept. 18, 2025)
Nvidia invests in Intel as two collaborate on chip development. (Sept. 18, 2025)
Netflix stock upgraded to buy, retakes key level. (Sept. 17, 2025)
As Nvidia retreats, these AI chip stocks show strength. (Sept. 17, 2025)
Rambus stock grabs price-target hikes amid ascent. (Sept. 17, 2025)
Is Netflix stock down for the count after boxing match? (Sept. 16, 2025)
ASML stock rises as semiconductor equipment group rallies. (Sept. 16, 2025)
Duolingo bolsters AI conversations, chess offerings. (Sept. 16, 2025)
Micron stock notches record high ahead of earnings report. (Sept. 15, 2025)
Apple stock rises amid strong iPhone 17 preorders. (Sept. 15, 2025)
Nvidia stock falls as China pressures U.S. chipmakers. (Sept. 15, 2025)
Photo: WhiteFiber data center in Iceland with Nvidia B200 GPU clusters. (WhiteFiber)
Labels:
apple,
china,
chips,
duolingo,
intel,
iphone,
micron,
netflix,
nvidia,
sitime,
soundhound,
spotify
Saturday, September 13, 2025
Week in review: Apple introduces iPhone 17 lineup
The following is a roundup of my stories from Investors.com.
Spotify stock waiting for price hikes, superfan tier. (Sept. 12, 2025)
Adobe stock jumps as creative software firm beats estimates. (Sept. 11, 2025)
Fresh video game data is positive for Roblox stock. (Sept. 11, 2025)
Taiwan Semiconductor marches higher on August sales report. (Sept. 10, 2025)
AI gets scant mention at Apple iPhone 17 launch event. (Sept. 10, 2025)
Apple stock slides after surprise-free iPhone 17 reveal. (Sept. 9, 2025)
Synopsys stock tumbles as chip design software firm misses estimates. (Sept. 9, 2025)
Taiwan Semiconductor stock breaks out on solid growth outlook. (Sept. 9, 2025)
Take-Two stock jumps on plans for college basketball video game. (Sept. 8, 2025)
Micron, IBD Stock of the Day, in buy zone after breakout. (Sept. 8, 2025)
Photo: The superthin Apple iPhone Air comes in four colors. (Apple)
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