Portfolio
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
Saturday, June 14, 2025
Week in review: Spotify widens lead; Apple WWDC; Adobe earnings
The following is a roundup of my stories from Investors.com.
Spotify widens lead as go-to music app. (June 13, 2025)
Adobe gets no respect from investors after “solid” Q2 report. (June 13, 2025)
Adobe beats targets, raises full-year outlook. But stock wavers. (June 12, 2025)
AMD bolsters AI data center pitch with full-rack systems. (June 12, 2025)
Micron stock up on new memory chip for AI data centers. (June 11, 2025)
Nvidia extends AI reach in Europe with alliances. (June 11, 2025)
Duolingo isn’t rushing to bypass app stores, says CFO. (June 10, 2025)
Qualcomm looks to power emerging smart glasses market. (June 10, 2025)
Apple offers little to get excited about at WWDC. (June 10, 2025)
Apple touts “Liquid Glass” software designs, new on-device AI features. (June 9, 2025)
Apple iPhone purchase intent falls to 5-year low. (June 9, 2025)
Nvidia scores U.K. artificial intelligence infrastructure deals. (June 9, 2025)
Photo: Spotify held a music release party for Addison Rae in New York City on June 5, 2025. (Spotify)
Saturday, June 7, 2025
Week in review: Netflix stock surges after Tudum event
The following is a roundup of my stories from Investors.com.
Duolingo speaks a language investors can understand. (June 6, 2025)
Apple set for low-key WWDC news cycle after AI face-plant. (June 6, 2025)
Chinese firm pulls press release announcing new Nvidia AI chip. (June 6, 2025)
Broadcom latest AI chipmaker to outperform with quarterly results. (June 6, 2025)
Broadcom edges above quarterly targets, but stock slips. (June 5, 2025)
Nvidia preparing to re-enter China market, supplier says. (June 5, 2025)
Spotify stock hits crescendo on fresh buy rating. (June 4, 2025)
Apple stock downgraded on slowing growth, AI challenges. (June 4, 2025)
Credo stock rockets on “impressive” beat-and-raise earnings report. (June 3, 2025)
Broadcom touts “breakthrough” switch for AI data centers. (June 3, 2025)
Netflix stock notches record high after Tudum event. (June 2, 2025)
Roblox stock “grows” thanks to hit video game. (June 2, 2025)
Photo: Cookie Monster attends Netflix Tudum 2025. (Netflix)
Saturday, May 31, 2025
Week in review: Nvidia, Dell, Marvell, Best Buy earnings
The following is a roundup of my stories from Investors.com.
What’s next for Nvidia as AI powerhouse navigates trade, demand hurdles? (May 30, 2025)
Dell posts mixed Q1 results but offers upbeat outlook. (May 29, 2025)
Marvell Technology squeaks past quarterly targets. Stock drops late. (May 29, 2025)
Best Buy delivers mixed Q1 report, cuts outlook on Trump tariffs. (May 29, 2025)
Nvidia jumps on “robust” quarter, boosts AI data center stocks. (May 29, 2025)
Nvidia stock rallies on earnings beat, as CEO touts AI momentum. (May 28, 2025)
Trump blocks chip design software firms from selling in China. (May 28, 2025)
Expectations for Apple’s WWDC couldn’t be lower. (May 27, 2025)
Nvidia stock braces for impact of China trade ban. (May 27, 2025)
Evergreen stories:
Is AMD stock a buy as chipmaker steps up battles with Intel, Nvidia. (May 28, 2025)
Is Apple stock a buy amid low expectations for WWDC? (May 28, 2025)
Photo: Nvidia CEO Jensen Huang speaks at Computex 2025. (Nvidia)
Saturday, May 24, 2025
Week in review: Nvidia, AMD, Intel news from Computex
The following is a roundup of my stories from Investors.com.
Microsoft stock earns bullish notes on AI agents. (May 23, 2025)
What’s next for Nvidia as AI powerhouse navigates trade, demand concerns? (May 23, 2025)
Apple stock falls as Trump threatens iPhone tariff. (May 23, 2025)
Autodesk builds beat-and-raise report for fiscal first quarter. (May 22, 2025)
Tax-prep business drives Intuit’s April-quarter beat. (May 22, 2025)
Intel scores slot in Nvidia data center AI system. (May 22, 2025)
Chipmaker Analog Devices beats quarterly targets, returns to growth. (May 22, 2025)
Nvidia stock tightens up before earnings report. (May 21, 2025)
AMD aims to kick rival Intel while it’s down. (May 21, 2025)
AI push is entering “middle innings,” Microsoft chief says. (May 20, 2025)
Broadcom, IBD Stock of the Day, sets up ahead of earnings. (May 19, 2025)
AI leader Nvidia to sell hybrid systems using rival chips. (May 19, 2025)
Photo: Nvidia Chief Executive Jensen Huang speaks at Computex 2025 in Taiwan. (Nvidia)
Saturday, May 17, 2025
Week in review: Life360, NetEase, Take-Two, Applied Materials earnings
The following is a roundup of my stories from Investors.com.
Roblox stock continues winning streak with help from Rihanna. (May 16, 2025)
Netflix stock hits record high on advertising initiative. (May 16, 2025)
How Apple, consumer tech companies got ahead of the Trump tariffs. (May 16, 2025)
Chip gear maker Applied Materials disappoints with slight sales miss. (May 15, 2025)
Video game publisher Take-Two offers mixed results, outlook. (May 15, 2025)
Netflix, IBD Stock of the Day, talks up advertising growth. (May 15, 2025)
Trump not happy with Apple moving iPhone production to India. (May 15, 2025)
“Marvel Rivals” game publisher hulks out after Q1 earnings beat. (May 15, 2025)
Who needs China? Saudi Arabia steps up as big buyer of AI chips. (May 14, 2025)
Spotify, IBD Stock of the Day, hovers in buy zone after breakout. (May 13, 2025)
Nvidia stock retakes key level on Saudi AI deal. (May 13, 2025)
Life360 stock rockets after first-quarter earnings beat. (May 13, 2025)
Family tracker app Life360 finds mixed first-quarter report. (May 12, 2025)
Apple stock rises on tariff relief, but services challenges remain overhang. (May 12, 2025)
Photo: Life360 app. (Life360)
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