Portfolio
Saturday, August 2, 2025
Week in review: Netflix becoming the new Disney; Figma IPO; Apple, Microsoft earnings
The following is a roundup of my stories from Investors.com.
Netflix wants to be the next Disney. It’s a big world after all as kingdom expands. (Aug. 1, 2025)
Apple gets points for good behavior but still in investor jail. (Aug. 1, 2025)
Apple beats June-quarter targets on strong iPhone, services sales. Stock rises. (July 31, 2025)
Figma stock blasts off with well-received IPO. (July 31, 2025)
AI data center buildout fueling growth at Vertiv, Applied Digital. (July 31, 2025)
Astera Labs is a star in AI connectivity chips. (July 31, 2025)
Roblox tops views for Q2 bookings, users. Stock rockets. (July 31, 2025)
Microsoft stock heads skyward on Azure cloud business. (July 30, 2025)
Arm matches June-quarter estimates. Stock falls on earnings outlook. (July 30, 2025)
Nvidia, AI chip stocks score price-target hikes. (July 30, 2025)
Garmin birdies Q2 results, but stock hits rough on guidance. (July 30, 2025)
Vertiv stock jumps as data center player crushes Q2 targets. (July 30, 2025)
Nvidia stock hits record high on China AI chip orders. (July 29, 2025)
Spotify stock falls on Q2 revenue miss, surprise loss. (July 29, 2025)
Rambus stock rises on better-than-forecast second-quarter results. (July 28, 2025)
Cadence Design Systems stock jumps on beat-and-raise earnings report. (July 28, 2025)
AMD raises AI chip price, confident it can compete with Nvidia. (July 28, 2025)
Photo: Netflix House concept art. (Netflix)
Saturday, July 26, 2025
Week in review: Intel, Texas Instruments earnings; AI chipmakers surge
The following is a roundup of my stories from Investors.com.
Apple’s lack of clear AI strategy a warning flag, analyst says. (July 25, 2025)
Intel stock tumbles on surprise loss, foundry woes. (July 24, 2025)
Nvidia, AI chipmakers buoyed by Google capex, Trump plan. (July 24, 2025)
Spotify gets upgrade ahead of Q2 earnings. Stock rises. (July 24, 2025)
Microsoft earnings focus: All eyes on Azure growth. (July 23, 2025)
Apple earnings growth seen stalling amid dearth of catalysts. (July 23, 2025)
Texas Instruments stock falls on weak earnings outlook. (July 22, 2025)
Roblox stock wilts after growth spurt. (July 22, 2025)
Three video streamers top Netflix in customer satisfaction. (July 22, 2025)
Astera Labs stock rockets on positive commentary. (July 21, 2025)
Chip gear stocks get boost from AI prospects. (July 21, 2025)
Synopsys acquisition of Ansys gives it unique capabilities, CFO says. (July 21, 2025)
Photo: Intel-powered PCs on display at CES 2025 in Las Vegas. (Intel)
Saturday, July 19, 2025
Week in review: Netflix, ASML, TSMC earnings reports
The following is a roundup of my stories from Investors.com.
Microsoft stock hovers in record-high territory before earnings report. (July 18, 2025)
Netflix falls, but Q2 called warmup for big content release period. (July 18, 2025)
Netflix stock dips on modest beat-and-raise earnings report. (July 17, 2025)
Vertiv bolsters AI data center offerings with acquisition. (July 17, 2025)
Chip bellwether TSMC tops Q2 earnings target, raises outlook. (July 17, 2025)
Netflix analysts upbeat but anxious ahead of Q2 report. (July 16, 2025)
Chip gear leader ASML beats Q2 targets but gives cautious outlook. (July 16, 2025)
Credo stock hits record high amid AI data center ramps. (July 15, 2025)
Wall Street cheers Nvidia’s return to China AI market. (July 15, 2025)
Broadcom ships new Ethernet switch built for AI workloads. (July 15, 2025)
Apple not rushing to follow Samsung with folding-screen iPhone. (July 14, 2025)
Microsoft stock gets price-target hike on cloud, AI businesses. (July 14, 2025)
Autodesk stock rallies as firm nixes rumored PTC acquisition. (July 14, 2025)
Photo: The “Squid Game” cast attends Netflix Tudum 2025. (Netflix)
Saturday, July 12, 2025
Week in review: Netflix, Spotify, TSMC, TI earnings previews
The following is a roundup of my stories from Investors.com.
Vertiv stock rebounds after overreaction to AWS news. (July 11, 2025)
AMD, IBD Stock of the Day, ready to challenge Nvidia. (July 11, 2025)
Netflix stock valuation called “fair pushback” to buy ratings. (July 11, 2025)
Autodesk stock hammered on rumored PTC acquisition. (July 10, 2025)
AMD stock upgraded to buy on AI chip pipeline. (July 10, 2025)
Taiwan Semiconductor posts strong June sales. But stock wavers. (July 10, 2025)
Microsoft stock spikes to record high on AI outlook. (July 9, 2025)
Apple needs acquisition to catch up in AI race, analyst says. (July 9, 2025)
Texas Instruments stock nears buy point ahead of Q2 report. (July 8, 2025)
SoundHound stock roars amid agentic AI push. (July 8, 2025)
Music streamer Spotify has “underappreciated pricing power.” (July 8, 2025)
Roblox stock jumps on scary hit video game. (July 7, 2025)
ServiceNow, IBD Stock of the Day, flirts with buy point before Q2 report. (July 7, 2025)
Netflix stock downgraded. Here’s why. (July 7, 2025)
Photo: Singer Miley Cyrus performs at a Spotify event in Paris. (Spotify)
Labels:
amd,
apple,
autodesk,
chips,
microsoft,
netflix,
nvidia,
roblox,
soundhound,
spotify,
video games
Saturday, July 5, 2025
Week in review: AI chip, data center stocks get positive reports
The following is a roundup of my stories from Investors.com.
Cadence, Synopsys jump after China export curbs lifted. (July 3, 2025)
Nvidia, AI data center stocks get price-target hikes. (July 3, 2025)
Broadcom stock called “top pick.” Here’s why. (July 2, 2025)
Warehouse automation trend is positive for these stocks. (July 2, 2025)
Apple stock analyst calls bottom but still cautious. (July 2, 2025)
Intuit launches AI agents for QuickBooks accounting software. (July 1, 2025)
Taiwan Semiconductor seen rising on AI chip growth. (July 1, 2025)
Broadcom stock hits new high on positive reports. (June 30, 2025)
Apple smart glasses likely two years away, analyst says. (June 30, 2025)
Photo: Taiwan Semiconductor Manufacturing Co. building at dusk. (TSMC)
Saturday, June 28, 2025
Week in review: Netflix, Spotify, Nvidia hit record highs
The following is a roundup of my stories from Investors.com.
Apple’s Siri digital assistant gets failing grade. (June 27, 2025)
Streaming winners Netflix, Spotify get price-target hikes. (June 27, 2025)
Apple stock gets price-target cut on mounting challenges. (June 26, 2025)
Micron Technology rides AI data center gravy train. (June 26, 2025)
Micron stock rallies as memory-chip maker crushes estimates. (June 25, 2025)
Duolingo stock drops as data shows weakening growth. (June 25, 2025)
Spotify stock hits record high, gets price-target hike. (June 25, 2025)
Nvidia stock hits all-time high. “Golden wave” of gen AI seen. (June 25, 2025)
InterDigital stock in buy zone after breakout. (June 24, 2025)
Microsoft stock carves record high on agentic AI leadership. (June 24, 2025)
Is Apple looking to catch up in AI with big deal? (June 23, 2025)
AMD stock gets new buy rating as AI efforts take hold. (June 23, 2025)
Photo: Cardi B performs at Spotify Beach. (Spotify)
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
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