Week in review: 2026 predictions for Apple, Microsoft; Nvidia-Groq deal

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

Nvidia deal with Groq called “strategic” amid rise of custom AI chips. (Dec. 26, 2025)

Nvidia, IBD Stock of the Day, actionable ahead of CES news. (Dec. 24, 2025)

Microsoft will “prove doubters wrong” in 2026 with AI-fueled growth. (Dec. 24, 2025)

Citi makes left-field choice for top pick among chip stocks. (Dec. 23, 2025)

Will 2026 be the year Apple finally joins the AI race? (Dec. 23, 2025)

Nvidia stock climbs on China export news. (Dec. 22, 2025)

Photo: Microsoft Ignite conference 2025. (Microsoft)

Week in review: Micron stuns with earnings beat, Nvidia stock called ‘cheap’

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

Nvidia stock looks “cheap,” analysts say. (Dec. 19, 2025)

Lam Research, IBD Stock of the Day, hits all-time high on 2026 prospects. (Dec. 19, 2025)

Micron stock jumps on “stunning” quarterly results, guidance. (Dec. 18, 2025)

Micron stock surges as memory-chip maker smashes estimates. (Dec. 17, 2025)

Apple seen moving from AI laggard to leader in 2026. (Dec. 17, 2025)

Micron getting tailwind from rising memory-chip prices. (Dec. 16, 2025)

SharkNinja stock lands on three “top picks” lists for 2026. (Dec. 15, 2025)

KLA stock nears buy point as chip-gear maker upgraded. (Dec. 15, 2025)

Nvidia reportedly seeing high demand from China for H200 AI chips. (Dec. 15, 2025)

Photo: Micron 1-beta DRAM wafer (Micron Technology)

Week in review: Adobe, Broadcom, Synopsys earnings reports

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

Adobe stock rebounds on improved AI outlook. (Dec. 12, 2025)

Can Semtech notch a new record with its “nichey, difficult-to-do technologies”? (Dec. 12, 2025)

Why Broadcom stock is down despite beat-and-raise report. (Dec. 12, 2025)

Broadcom stock wavers despite beat-and-raise quarterly report. (Dec. 11, 2025)

Creative software leader Adobe tops Q4 targets, moves the chains. (Dec. 10, 2025)

Nvidia partner Synopsys beats Q4 views but gives mixed outlook. (Dec. 10, 2025)

Taiwan Semiconductor stock hits buy point after sales report. (Dec. 10, 2025)

Apple stock gets three price-target hikes. Here’s why. (Dec. 9, 2025)

What Trump’s China chip deal means for Nvidia stock. (Dec. 9, 2025)

Wall Street sours on Netflix stock amid Warner Bros. acquisition. (Dec. 8, 2025)

Marvell stock down as Microsoft mulls switch to Broadcom for custom chips. (Dec. 8, 2025)

Photo: Adobe Creative Studio with generative AI features. (Adobe)

Week in review: Nvidia, AI stocks retreat on bubble fears

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

Nvidia seesaws as AI stock trade stumbles. (Nov. 21, 2025)

Apple, IBD Stock of the Day, sets up before holiday season. (Nov. 21, 2025)

Intuit rings up better-than-expected results, but outlook mixed. (Nov. 20, 2025)

Taiwan Semiconductor, IBD Stock of the Day, gets brief lift from key customer Nvidia. (Nov. 20, 2025)

NetEase stock wavers on mixed third-quarter results. (Nov. 20, 2025)

Wall Street cheers bullish Nvidia report. But AI stock rally falters. (Nov. 20, 2025)

Nvidia CEO: What AI bubble? Stock rallies on Q3 report. (Nov. 19, 2025)

Adobe to buy Semrush for $1.9 billion. Generative AI shift drove deal. (Nov. 19, 2025)

Netflix stock gets price-target cut on growing concerns. (Nov. 18, 2025)

Microsoft's latest software tools raise IQ of AI agents. (Nov. 18, 2025)

Will Nvidia stock rally after its Q3 earnings report? (Nov. 17, 2025)

Dell, other computer makers drop on profit-margin concerns. (Nov. 17, 2025)

Photo: Nvidia server racks in data center. (Nvidia)

Week in review: AI voice assistants, AI stock slump, Netflix House opens

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

AI voice assistants are making themselves heard. Wall Street is paying attention. (Nov. 14, 2025)

Wall Street doubles down on Nvidia amid AI stock slump. (Nov. 14, 2025)

Chip-gear firm Applied Materials tops targets, but stock falls. (Nov. 13, 2025)

Nvidia earnings seen as key to reviving AI stock trade. (Nov. 13, 2025)

Micron stock called “top pick” by Morgan Stanley. (Nov. 13, 2025)

AMD stock rises after chipmaker raises financial targets. (Nov. 12, 2025)

Streaming video giant expands media footprint with Netflix House. (Nov. 11, 2025)

Life360 stock sinks on shift to advertising with acquisition (Nov. 11, 2025)

Taiwan Semiconductor reports all systems go with October sales. (Nov. 10, 2025)

IBD 50 stock Camtek beats Q3 targets, matches Q4 revenue estimate. (Nov. 10, 2025)

Photo: Netflix Co-CEO Greg Peters speaks at the opening of Netflix House Philadelphia on Nov. 10, 2025, alongside Pennsylvania Gov. Josh Shapiro. (Netflix)

Week in review: AMD, Arm, Sandisk, SharkNinja, Spotify earnings

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

Sandisk surges on strong data center memory-chip sales. (Nov. 7, 2025)

SoundHound AI beats Q3 estimates, hikes full-year outlook. (Nov. 6, 2025)

Take-Two earnings slam dunk overshadowed by “GTA 6” delay. (Nov. 6. 2025)

SharkNinja cleans up with third-quarter earnings beat. (Nov. 6, 2025)

Timing-chip maker SiTime clocks in with Q3 beat. (Nov. 5, 2025)

AppLovin stock rises on better-than-expected earnings, guidance. (Nov. 5, 2025)

Chip designer Arm wrestles beat-and-raise earnings report. (Nov. 5, 2025)

Advanced Energy powers higher on strong earnings, outlook. (Nov. 5, 2025)

Astera Labs tops targets, but stock drops on margin concerns. (Nov. 4, 2025)

Supermicro stock retreats on September-quarter miss. (Nov. 4, 2025)

Chipmaker AMD delivers beat-and-raise report, but stock drops. (Nov. 4, 2025)

Spotify rocks Q3 financial beat, but gives mixed outlook. (Nov. 4, 2025)

Qnity completes spinoff from DuPont, gets positive initial response. (Nov. 3, 2025)

Nvidia stock scores price-target hikes on latest AI chip deals. (Nov. 3, 2025)

Photo: Social media influencer Demi Engemann uses Ninja Thirsti to make dirty sodas. (SharkNinja)

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)