Week in review: Apple’s ‘invisible’ AI strategy; Nvidia earnings report

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

Apple’s “invisible” AI strategy weighs on its stock. What worries Wall Street. (Aug. 29, 2025)

Broadcom seen getting AI lift in quarterly report. (Aug. 29, 2025)

Autodesk rises as design software firm focuses on AI. (Aug. 29, 2025)

Ambarella stock soars on Q2 beat, edge AI growth. (Aug. 29, 2025)

Dell sinks on mixed outlook after beating Q2 targets, (Aug. 28, 2025)

Marvell stock drops as chipmaker forecasts sales below views. (Aug. 28, 2025)

Credo stock notches record high ahead of earnings report. (Aug. 28, 2025)

China uncertainty weighs on Nvidia stock. What’s next for the AI chipmaker? (Aug. 28, 2025)

Nvidia earnings: Stock falls. CEO upbeat about China market. (Aug. 27, 2025)

Micron stock called “best idea” amid business transformation. (Aug. 27, 2025)

Apple promises “awe dropping” event Sept. 9. (Aug. 26, 2025)

Semtech stock surges after chipmaker clears Q2 hurdles. (Aug. 26, 2025)

AMD stock upgraded to buy. What caused the change in sentiment? (Aug. 26, 2025)

Why Apple stock could sell off after iPhone 17 reveal. (Aug. 25, 2025)

Nvidia stock gets price-target hikes ahead of quarterly report. (Aug. 25, 2025)

Photo: Apple promotional art for its Sept. 9 product event. (Apple)

Week in review: Chris Hansen goes after sex offenders on Roblox

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

QuickBooks maker Intuit tallies fiscal Q4 beat, gives in-line outlook. (Aug. 21, 2025)

Apple iPhone shamed by folding, AI-enabled smartphones. (Aug. 21, 2025)

Nvidia stock sinks on fears of AI bubble, AI winter. (Aug. 20, 2025)

Figma stock gets buy rating after post-IPO swoon. (Aug. 20, 2025)

Analog Devices tops views, guides higher amid cyclical chip recovery. (Aug. 20, 2025)

Is AMD stock a buy as chipmaker takes Intel market share? (Aug. 19, 2025)

Is Netflix stock a buy after ad sales success? (Aug. 19, 2025)

Spotify stock records price-target hikes. Here’s why. (Aug. 18, 2025)

Chris Hansen asks Roblox to “Take a seat right over there.” (Aug. 18, 2025)

Apple iPhone 17 anticipation builds. Is Apple stock a buy? (Aug. 18, 2025)

AI isn’t eating these software stocks, analyst says. (Aug. 18, 2025)

Photo: Roblox mobile app on a young person’s smartphone. (Roblox)

Week in review: Life360 stock jumps, Trump ponders stake in Intel

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

Trump wants to make Intel great again. What that means tor TSMC. (Aug. 15, 2025)

Spotify, IBD Stock of the Day, makes swift move above early buy point. (Aug. 15, 2025)

Applied Materials stock drops on weak outlook. CEO sees “increased uncertainty.” (Aug. 14, 2025)

Nvidia, AMD, other AI stocks score price-target hikes amid strong AI server demand. (Aug. 14, 2025)

NetEase stock drops after Chinese video game firm misses sales target. (Aug. 14, 2025)

EA stock hits record high on buzz for new video game. (Aug. 12, 2025)

Nvidia faces suspicion as it reenters China AI chip market. (Aug. 12, 2025)

Family safety stock Life360 surges as parents seek peace of mind. (Aug. 12, 2025)

Life360 stock rises as “anxiety economy” fuels growth. (Aug. 11, 2025)

Micron stock rises after memory-chip maker ups outlook. (Aug. 11, 2025)

Adobe stock downgraded as “AI is eating software.” (Aug. 11, 2025)

Photo: Life360 Tile device with school ID. (Life360)

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)

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)

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)

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)