Saturday, January 24, 2026

Week in review: Intel, Netflix earnings; Serve Robotics deal


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

Nvidia, IBD Stock of the Day, looks to finally score China sales. (Jan. 23, 2026)

Intel stock falls after investor expectations get ahead of reality. (Jan. 23, 2026)

Intel stock drops on weak first-quarter guidance after Q4 beat. (Jan. 22, 2026)

Adobe partners with Hollywood players on generative AI. (Jan. 22, 2026)

Netflix guidance disappoints. Executives defend Warner Bros. deal. (Jan. 21, 2026)

Netflix stock falls after video streamer misses with Q1 outlook. (Jan. 20, 2026)

Serve Robotics buying fellow Nvidia-powered bot maker. (Jan. 20, 2026)

Photo: Intel event at CES 2026. (Intel)

Saturday, January 17, 2026

Week in review: TSMC earnings beat; Silicon Labs focused on edge AI


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

Chipmaker TSMC adds fuel to AI megatrend hype with Q4 report. (Jan. 16, 2026)

AMD, IBD Stock of the Day, jumps into buy area on TSMC results. (Jan. 15, 2026)

Silicon Labs sees AI moving to the intelligent edge. (Jan. 15, 2026)

Taiwan Semiconductor beats Q4 targets on advanced chip production, (Jan. 15, 2026)

Videoconferencing, gaming gear key areas for Logitech. (Jan. 14, 2026)

SoundHound stock in doghouse as sales growth slows. (Jan. 14, 2026)

Oshkosh adds autonomy to industrial, construction gear. (Jan. 13, 2026)

Intel could become No. 2 chip foundry, analyst says. (Jan. 13, 2026)

Macom stock breaks out on satellite business prospects. (Jan. 12, 2026)

Nvidia partners with biotech firms on AI drug discovery. (Jan. 12, 2026)

Apple confirms use of Google Gemini for AI upgrades. (Jan. 12, 2026)

Photo: TSMC fab in Arizona. (TSMC)

Saturday, January 10, 2026

Week in review: CES 2026 featured AI chips, humanoid robots, toilet tech


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

Humanoid robots captivate crowds at CES 2026 tech trade show. (Jan. 9, 2026)

CES 2026 show is flush with toilet tech. (Jan. 9, 2026)

Wearable AI gadgets could be next big thing. (Jan. 9, 2026)

Caterpillar bringing AI smarts, autonomy to construction sites. (Jan. 8, 2026)

Lenovo’s Qira joins crowded AI voice assistant market. (Jan. 7, 2026)

Nvidia looks to sell more advanced AI chips to China. (Jan. 7, 2026)

Nvidia analysts upbeat after AI chipmaker’s CES 2026 report. (Jan. 6, 2026)

AMD promotes new AI chip, sees industry demand reaching yottaflops. (Jan. 6, 2026)

Nvidia touts latest AI processor, Rubin, at CES 2026. (Jan. 5, 2026)

CES 2026: How AI is fueling hardware upgrades, productivity. (Jan. 5, 2026)

Photo: Throne smart toilet device (Throne)

Saturday, January 3, 2026

Week in review: CES 2026 preview, Netflix stock sinks


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

Netflix stock sinks into the upside down despite “Stranger Things” success. (Jan. 2, 2026)

ASML stock jumps on double upgrade for chip gear leader. (Jan. 2, 2026)

Apple stock initiated at neutral. Here’s why. (Jan. 2, 2026)

Nvidia asks TSMC to boost H200 production amid China demand. (Dec. 31, 2025)

Nova, IBD Stock of the Day, flirts with buy point amid strong chip gear demand. (Dec. 30, 2025)

CES 2026: AI, robots, wearables, industrial machines in focus. (Dec. 30, 2025)

“Grand Theft Auto” game publisher is a steal, analyst says. (Dec. 29, 2025)

Photo: Actress Millie Bobby Brown attends the season five premiere of “Stranger Things” in London on Nov. 13, 2025. (Netflix)

Saturday, December 27, 2025

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)

Saturday, December 20, 2025

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)

Saturday, December 13, 2025

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)