Saturday, April 20, 2024

Week in review: Netflix, ASML, TSMC earnings; Super Micro, Nvidia tumble


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

Nvidia, AI stocks catch a cold after Super Micro Computer sneezes. (April 19, 2024)

Super Micro stock plunges 23% on lack of preliminary results. It’s a big sell signal. (April 19, 2024)

Netflix stock tumbles on soft guidance, reduced disclosure. (April 19, 2024)

Netflix beats Q1 targets but comes up short with Q2 sales outlook. (April 18, 2024)

Taiwan Semiconductor returns to growth with Q1 beat but gives cautious view. (April 18, 2024)

Super Micro Computer stock seesaws, but finds support at key level. (April 17, 2024)

Chip designer Arm looks to lower data-center power consumption. (April 17, 2024)

Chip gear giant ASML misses Q1 sales goal, offers soft outlook. (April 17, 2024)

Apple stock drops as growth outlook called anemic to negative. (April 16, 2024)

AMD unveils new AI chips for business PCs. (April 16, 2024)

Smart-home firm Resideo to buy Snap One, adding to tech portfolio. (April 15, 2024)

Recent IPO Astera Labs gets bullish analyst coverage. (April 15, 2024)

Photo: Actress Millie Bobby Brown attends the premiere of her Netflix movie “Damsel” on March 1, 2024, in New York City. (Netflix)

Saturday, April 13, 2024

Week in review: Nvidia validates humanoid robots


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

Apple stock rises on AI Mac news. Shares look to retake key level. (April 12, 2024)

Netflix stock treading water ahead of Q1 earnings report. (April 12, 2024)

Chipmaker Marvell touts new AI business but market shrugs. (April 11, 2024)

Microsoft, IBD Stock of the Day, holds tight in uncertain market. (April 11, 2024)

Apple’s AI iPhone could see 5G-like upgrade cycle. (April 11, 2024)

How AI powerhouse Nvidia validates humanoid robots with new initiative. (April 11, 2024)

Nvidia, IBD Stock of the Day, shakes off AI chip competition. (April 10, 2024)

AI chip boom drives Q1 sales beat for Taiwan Semiconductor Manufacturing. (April 10, 2024)

This semiconductor stock called underappreciated play on U.S. chip reshoring. (April 9, 2024)

Arm stock wavers as Google introduces Arm-based data center processor. (April 9, 2024)

AppLovin stock rises after positive showing at mobile apps event. (April 8, 2024)

Semiconductor stocks Arm, Micron, TSMC advance on positive news. (April 8, 2024)

Evergreen stories:

Is Netflix stock a buy before video streamer’s first-quarter report? (April 8, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (April 8, 2024)

Is AMD stock a buy before chipmaker’s first-quarter earnings report? (April 8, 2024)

Is Apple stock a buy amid myriad challenges? (April 8, 2024)

Photo: Nvidia CEO Jensen Huang flanked by humanoid robots in development. (Nvidia)

Saturday, April 6, 2024

Week in review: Netflix, Roku, Spotify in focus


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

Roku faces advertising weakness, heightened competition. (April 5, 2024)

Netflix scores Street-high price target on “solid momentum.” (April 5, 2024)

Astera Labs reaches for the stars with AI networking chips. (April 5, 2024)

Broadcom, IBD Stock of the Day, surfs higher on AI stock wave. (April 4, 2024)

Spotify price hikes signal music streamer focused on profitability. (April 4, 2024)

Taiwan quake seen having minimal impact on TSMC but raises concerns. (April 3, 2024)

Intel stock tanks after chipmaker discloses ugly foundry financials. (April 3, 2024)

Dell, IBD Stock of the Day, offers possible buy point after pullback. (April 2, 2024)

Autodesk stock drops on accounting investigation. (April 2, 2024)

Microsoft stock nabs price-target hike on AI monetization prospects. (April 1, 2024)

Apple sales, earnings seen declining in 2024 amid iPhone slowdown. (April 1, 2024)

Photo: Actress Eiza Gonzalez poses at the world premiere of her Netflix miniseries “3 Body Problem” on March 8, 2024, at the SXSW Festival in Austin, Texas. (Netflix)

Saturday, March 30, 2024

Week in review: Adobe Summit news, Semtech earnings


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

Semtech stock rises as chipmaker sees improving end-market demand. (March 28, 2024)

AI data centers seen driving demand for copper. These stocks could benefit. (March 28, 2024)

Netflix stock removed from “best ideas list” after steep climb. (March 27, 2024)

Adobe investors will need patience for AI windfall, analyst says. (March 27, 2024)

Adobe pitches new generative AI tool to marketing pros. (March 26, 2024)

Semtech stock surges after chipmaker called “hidden gem.” (March 26, 2024)

Arm Holdings, IBD Stock of the Day, could get lift from Chinese chipmakers. (March 25, 2024)

China aims to phase out AMD, Intel chips from government computers. (March 25, 2024)

Evergreen stories:

Is Netflix stock a buy before video streamer’s first-quarter report? (March 27, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (March 27, 2024)

Is AMD stock a buy before chipmaker’s first-quarter earnings report? (March 26, 2024)

Is Apple stock a buy amid antitrust lawsuit drama? (March 25, 2024)

Photo: Adobe Firefly application (Adobe)

Saturday, March 23, 2024

Week in review: Apple antitrust case, Nvidia AI news, Micron earnings


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

Analysts downplay DOJ suit impact on Apple: “A Distraction.” (March 22, 2024)

Next big buyers of Nvidia AI systems: sovereign nations. (March 22, 2024)

High hopes for Synopsys stock as AI spotlights chip design. (March 22, 2024)

Broadcom stock rallies after tech firm gains new AI chip customer. (March 21, 2024)

Microsoft unveils AI PCs, touts Copilot AI services at “New Era of Work” Event. (March 21, 2024)

Apple stock drops as Justice Department sues iPhone maker. (March 21, 2024)

Micron stock hits record high, sparks chips rally as analyst cites “AI semi FOMO trade.” (March 21, 2024)

Micron smashes estimates, posts surprise profit on AI lift. (March 20, 2024)

Nvidia pricing new AI chips aggressively to maintain market share. (March 20, 2024)

Nvidia adds AI smarts to Teradyne industrial robots. (March 19, 2024)

Apple’s AI focus could crimp profit margins, analyst says. (March 19, 2024)

Super Micro Computer shares dive on planned stock sale. (March 19, 2024)

Nvidia is a step or two ahead of AI chip rivals: analyst. (March 19, 2024)

Nvidia flexes AI leadership with new chips, supercomputer, “microservices.” (March 18, 2024)

Photo: Apps on iPhone 14. (Apple)

Saturday, March 16, 2024

Week in review: Adobe, Jabil earnings; AMD vs. Nvidia in AI chips


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

Adobe stock plunges as investors grouse about lack of AI lift. (March 15, 2024)

Electronics contract manufacturer Jabil offers weak outlook. (March 15, 2024)

Adobe stock falls on lackluster outlook after first-quarter beat. (March 14, 2024)

Microsoft stock hits record high on Security Copilot launch. (March 14, 2024)

Why AMD doesn’t have to beat Nvidia to be a winner in AI chips. (March 14, 2024)

Broadcom delivers power-saving switch for AI clusters. (March 14, 2024)

Nvidia, Super Micro score price-target hikes ahead of “AI Woodstock.” (March 13, 2024)

What’s it going to take to get Apple stock out of its funk? (March 12, 2024)

Netflix stock gets price-target hike on subscriber upside. (March 11, 2024)

Photo: Adobe Firefly generative AI image. (Adobe)

Saturday, March 9, 2024

Week in review: EU fines Apple; Broadcom, Marvell earnings


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

AI stocks: JPMorgan names alternatives to Nvidia, AMD. (March 8, 2024)

Broadcom tops views on strong sales of AI chips, data center gear. (March 7, 2024)

Marvell Technology shares drop on weak forecast. (March 7, 2024)

Broadcom expands AI workload scale with new data center chips. (March 6, 2024)

Apple stock drops on China iPhone sales woes. What will Warren Buffett do? (March 5, 2024)

Dell stock pulls back after surge from AI-driven quarterly beat. (March 4, 2024)

Apple fined $2 billion by EU for anticompetitive App Store policies. (March 4, 2024)

Photo: Marvell headquarters in Santa Clara, Calif. (Marvell Technology)