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)

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)

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)

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)