Week in review: Microsoft Copilots, Alarm.com settlement, ‘GTA 6’ excitement

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

Nvidia stock approaches buy point as it caps amazing year. (Dec. 29, 2023)

Smart home stock Alarm.com rises after scoring legal settlement. (Dec. 29, 2023)

Microsoft’s AI-powered Copilots called “game changing.” (Dec. 28, 2023)

Music streamer Spotify tunes possible stock buy point. (Dec. 27, 2023)

AppLovin, IBD Stock of the Day, looking to set new buy point. (Dec. 26, 2023)

Fabless chipmakers Arm, Monolithic get price-target hikes. (Dec. 26, 2023)

Intel stock rises on plans for chip factory expansion in Israel. (Dec. 26, 2023)

Evergreen stories:

Is Netflix stock a buy ahead of video streamer’s fourth-quarter report? (Dec. 27, 2023)

Is AMD stock a buy after chipmaker’s AI product launch? (Dec. 27, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Dec. 27, 2023)

Is Apple stock a buy as 2023 draws to a close? (Dec. 27, 2023)

Photo: Microsoft 365 Copilot (Microsoft)

Week in review: Adobe cancels Figma deal, Ansys in play, Micron earnings

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

Ansys stock jumps on takeover interest in simulation software firm. (Dec. 22, 2023)

Netflix poised for strong fourth-quarter report: analyst. (Dec. 21, 2023)

Micron stock pops as memory-chip maker rides AI wave. (Dec. 21, 2023)

Memory-chip maker Micron delivers beat-and-raise report as market improves. (Dec. 20, 2023)

Microsoft stock called “top large cap pick for 2024.” (Dec. 19, 2023)

Data center specialist Supermicro sees stock surge higher. (Dec. 18, 2023)

Adobe cancels Figma acquisition amid regulatory objections. (Dec. 18, 2023)

Photo: Ansys offices in Taipei, Taiwan. (Ansys)

Week in review: China chip trade sanctions, streaming video outlook, Adobe earnings

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

Semiconductor stocks led by AMD, Intel, Nvidia get boost from Wall Street analyst. (Dec. 15, 2023)

IBD Stock of the Day: Monday.com hits buy point after consolidation. (Dec. 14, 2023)

Intel unleashes new AI chips for data centers, PCs. (Dec. 14, 2023)

Arm gives chipmakers a leg up in semiconductor design. (Dec. 14, 2023)

Adobe stock falls as media software firm gives weak sales outlook. (Dec. 13, 2023)

China chip-gear buying could hit the brakes in 2024. (Dec. 13, 2023)

Microsoft stock rises on positive analyst reports. (Dec. 13, 2023)

IBD Stock of the Day: Applied Materials jumps back into buy zone. (Dec. 11, 2023)

Micron stock gets big price-target hike ahead of earnings report. (Dec. 11, 2023)

Judgment day is coming for streaming services not named Netflix or Amazon. (Dec. 8, 2023)

Why U.S. chip sanctions against China aren’t working. (Dec. 7, 2023)

Photo: Adobe Firefly generative AI image. (Adobe)

Week in review: Dell, Intuit, Marvell, Synopsys earnings; Nvidia’s AI lead

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

Nvidia is walking tall now. But rivals could trip up the AI chip giant. (Nov. 30, 2023)

Computer maker Dell tops earnings goal but misses sales target. (Nov. 30, 2023)

Chipmaker Marvell Technology tops Q3 views, guides analysts lower. (Nov. 30, 2023)

Broadcom introduces data switch with on-chip neural network. (Nov. 30, 2023)

Synopsys stock climbs to record heights after earnings beat. (Nov. 29, 2023)

Chip gear maker Lam Research toys with buy point. (Nov. 29, 2023)

Apple stock’s post-earnings rally stalls amid soft iPhone sales data. (Nov. 29, 2023)

TurboTax maker Intuit tops quarterly estimates but misses with outlook. (Nov. 28, 2023)

Micron raises outlook on improved memory-chip demand. (Nov. 28, 2023)

Photo: Dell Technologies World 2022 Expo (Dell)

Week in review: Nvidia earnings, OpenAI turmoil, Broadcom acquisition

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

Broadcom’s VMware acquisition removes overhang on AVGO stock. (Nov. 24, 2023)

Nvidia stock drops despite AI chipmaker’s big beat-and-raise report. What gives? (Nov. 22, 2023)

OpenAI circus continues as ousted chief executive returns as boss. (Nov. 22, 2023)

AI kingpin Nvidia obliterates Q3 estimates on huge data center growth. (Nov. 21, 2023)

Autodesk tops third-quarter views but gives mixed guidance. (Nov. 21, 2023)

Chipmaker Analog Devices sees sales slump continuing. (Nov. 21, 2023)

Best Buy beats earnings goal on weak sales, gives cautious outlook. (Nov. 21, 2023)

Symbotic stock jumps as warehouse automation firm posts adjusted profit. (Nov. 20, 2023)

Zoom Video Communications beats Q3 targets, but sales growth still on mute. (Nov. 20, 2023)

Microsoft hires displaced OpenAI executives, securing key AI talent. (Nov. 20, 2023)

Photo: Nvidia RTX workstation (Nvidia)

Week in review: Autodesk, Microsoft, Nvidia make artificial intelligence news

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

Applied Materials beats quarterly goals, but stock falls on criminal probe report. (Nov. 16, 2023)

Dolby Laboratories hits off-key note with year-ahead guidance. (Nov. 16, 2023)

NetEase beats third-quarter earnings goal on strong video game sales. (Nov. 16, 2023)

Microsoft debuts homegrown AI chip to lessen reliance on Nvidia. (Nov. 15, 2023)

Autodesk touts AI but macro worries weigh on near-term prospects. (Nov. 15, 2023)

Nvidia stock extends winning streak with new AI processors. (Nov. 14, 2023)

Chip gear firm Camtek delivers beat-and-raise Q3 report. (Nov. 14, 2023)

Consumer AI device race kicks off with Humane’s Ai Pin. (Nov. 13, 2023)

Evergreen stories:

Is Netflix stock a buy after video streamer’s third-quarter report? (Nov. 14, 2023)

Is AMD stock a buy after chipmaker’s third-quarter report? (Nov. 14, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Nov. 14, 2023)

Is Apple stock a buy ahead of the holiday shopping season? (Nov. 14, 2023)

Photo: Autodesk advertises its conference on the Sphere in Las Vegas. (Autodesk)

Week in review: Microsoft, Nvidia, Dell, Take-Two shares move higher

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

Chipmaker TSMC gets sales lift from AI, Apple iPhones. (Nov. 10, 2023)

Microsoft stock notches record high ahead of AI news. (Nov. 10, 2023)

Why Take-Two CEO is excited about “Grand Theft Auto 6.” (Nov. 10, 2023)

Nvidia stock hits buy point on new AI chips for Chinese market. (Nov. 9, 2023)

Chipmaker Macom narrowly beats September-quarter estimates, guides lower. (Nov. 9, 2023)

Gadget maker SharkNinja swims above Q3 estimates, raises outlook. (Nov. 9, 2023)

Chip designer Arm disappoints with soft outlook after earnings beat. (Nov. 8, 2023)

AppLovin stock rockets after company trounces quarterly targets. (Nov. 8, 2023)

Video game publisher Take-Two surges on “Grand Theft Auto” news. (Nov. 8, 2023)

Dell stock in buy zone as tech giant basks in AI glow. (Nov. 8, 2023)

Cloud software firm Intapp crushes sales, earnings targets. (Nov. 7, 2023)

Chipmaker GlobalFoundries beats earnings goal on in-line sales. (Nov. 7, 2023)

ACM Research smashes earnings target but lowers sales outlook. (Nov. 7, 2023)

Fabrinet tops September-quarter goals, guides above views. (Nov. 6, 2023)

Nvidia stock forms a bullish chart pattern ahead of Q3 report. (Nov. 6, 2023)

Photo: Take-Two game “Grand Theft Auto Online” (Take-Two Interactive Software)

Week in review: Apple, Roku, AMD, Qualcomm, CDW, Zebra earnings news

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

Industrial slowdown hits semiconductor stocks; AI, iPhone suppliers fare better. (Nov. 3, 2023)

Apple forecasts flat sales in holiday quarter; Shares fall. (Nov. 3, 2023)

Apple stock drops as sales fall for fourth straight quarter. (Nov. 2, 2023)

Roku stock rockets after third-quarter user gains beat estimates. (Nov. 2, 2023)

Super Micro Computer beats estimates on AI infrastructure demand. (Nov. 1, 2023)

Qualcomm stock rises as chipmaker delivers beat-and-raise report. (Nov. 1, 2023)

Tech reseller CDW tops earnings goal but misses on sales. (Nov. 1, 2023)

AMD forecasts over $2 billion in 2024 AI chip sales, topping views. (Oct. 31, 2023)

Nvidia stock sinks as China trade restrictions set to crimp sales. (Oct. 31, 2023)

Zebra Technologies sees sales downturn continuing into 2024. (Oct. 31, 2023)

Lattice Semiconductor becomes latest chipmaker to guide lower. (Oct. 30, 2023)

Wall Street cuts estimates for Apple’s December quarter. (Oct. 30, 2023)

Photo: Apple Nanjing East retail store in Shanghai, China. (Apple)

Week in review: Microsoft, Spotify, Logitech, Intel, Mobileye earnings

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

Intel stock rallies as PC market shows signs of recovery. (Oct. 27, 2023)

Chipmaker Intel beats Q3 targets as PC market improves. (Oct. 26, 2023)

Mobileye cruises past third-quarter targets, raises profit outlook. (Oct. 26, 2023)

Celestica stock plummets on weak revenue guidance. (Oct. 26, 2023)

Chip gear maker KLA delivers beat-and-raise quarterly report. (Oct. 25, 2023)

Apple stock gets price-target cut on softening iPhone 15 sales. (Oct. 25, 2023)

Microsoft trounces September-quarter goals on cloud computing strength. (Oct. 24, 2023)

Texas Instruments tops third-quarter earnings target, but sales, outlook light. (Oct. 24, 2023)

Music streamer Spotify posts surprise profit as subscribers beat estimates. (Oct. 24, 2023)

Logitech stock jumps as peripherals maker returns to earnings growth. (Oct. 24, 2023)

Cadence Design Systems tops Q3 views but misses with outlook. (Oct. 23, 2023)

Photo: Mobileye tests autonomous vehicle in New York City. (Mobileye)

Week in review: Netflix, TSMC, ASML earnings

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

Microsoft earnings report to focus on cloud computing, generative AI. (Oct. 20, 2023)

VMware stock tumbles on fresh report that acquisition is in jeopardy. (Oct. 19, 2023)

Taiwan Semiconductor Manufacturing delivers beat-and-raise Q3 report. (Oct. 19, 2023)

Wall Street cheers Netflix price increases as sign of strength. (Oct. 19, 2023)

Netflix smashes estimates for subscriber additions; Stock jumps late. (Oct. 18, 2023)

Adobe stock nears buy point after generative AI product news. (Oct. 18, 2023)

Chip gear leader ASML forecasts flat sales in 2024, shares fall. (Oct. 18, 2023)

Nvidia stock tumbles on new U.S. trade restrictions with China. (Oct. 17, 2023)

Cadence, Synopsys offer “strong growth, low cyclicality” amid chip industry unrest: analyst. (Oct. 16, 2023)

What Netflix investors will be looking for with streamer’s Q3 report. (Oct. 16, 2023)

Microsoft’s next act: Betting on AI to regain tech leadership. (Oct. 13, 2023)

Netflix’s video game side hustle remains a head-scratcher. (Oct. 13, 2023)

Adobe improves generative AI image quality with new Firefly products. (Oct. 10, 2023)

Photo: Netflix offices in Los Angeles. (Netflix)

Week in review: Aehr Test Systems earnings, Intel’s planned spinoff

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

Aehr Test Systems beats quarterly goals but sticks with full-year outlook. (Oct. 5, 2023)

Fabrinet stock surges to record high as contract manufacturer gets bullish call. (Oct. 5, 2023)

Intel’s planned spinoff is a sign the chipmaker needs cash. (Oct. 4, 2023)

Apple stock downgraded on slowing iPhone sales, lack of catalysts. (Oct. 4, 2023)

Industrial automation stocks to get lift from factory reshoring. (Oct. 3, 2023)

Palo Alto Networks hovers below buy point after upbeat earnings report. (Oct. 3, 2023)

Apple iPhone 15 Pro lead times shorten as supply catches up with demand. (Oct. 2, 2023)

Chipmaker Nvidia called principal “shovel supplier” in AI “gold rush.” (Oct. 2, 2023)

Photo: Intel’s Robert Noyce Building in Santa Clara, Calif. (Intel)

Week in review: Early Apple iPhone 15 demand called ‘mixed at best’

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

Netflix faces near-term headwinds in advertising, content. (Sept. 22, 2023)

Arm stock falls below IPO price but closes just above it. (Sept. 21, 2023)

Broadcom stock falls on report saying Google AI chip business at risk. (Sept. 21, 2023)

Initial demand for Apple’s iPhone 15 handsets called “mixed at best.” (Sept. 20, 2023)

Super Micro Computer seen grabbing AI server market share. (Sept. 19, 2023)

Apple stock rises on reports of strong iPhone 15 Pro demand. (Sept. 18, 2023)

Evergreen stories:

Is Netflix stock a buy before video streamer’s third-quarter report? (Sept. 21, 2023)

Is AMD stock a buy ahead of chipmaker’s third-quarter report? (Sept. 21, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Sept. 19, 2023)

Is Apple stock a buy after iPhone 15 introduction? (Sept. 19, 2023)

Photo: Apple’s iPhone 15 Pro lineup. (Apple)

Week in review: Apple iPhone 15 reveal, Arm IPO, power semiconductors in focus

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

Could this be the killer app for Apple’s Vision Pro headset? (Sept. 15, 2023)

Electric cars, renewable energy supercharging power semiconductor market. (Sept. 15, 2023)

Adobe beats quarterly targets but gives in-line sales outlook. (Sept. 14, 2023)

Aehr Test Systems approaches buy point ahead of earnings report. (Sept. 14, 2023)

Chip designer Arm launches initial public offering but valuation questioned. (Sept. 14, 2023)

Apple iPhone 15 launch called “mildly disappointing,” gets “meh” stock reaction. (Sept. 13, 2023)

Adobe’s generative AI product Firefly takes flight. (Sept. 13, 2023)

Apple unveils iPhone 15 smartphones but investors are unimpressed. (Sept. 12, 2023)

Arm IPO could open door for more tech stock offerings. (Sept. 11, 2023)

Photo: Apple iPhone 15 Pro (Apple)

Week in review: Intuit adds AI assistant, Roku raises sales outlook

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

Apple stock springs back from two-day dive on reassuring analyst comments. (Sept. 8, 2023)

Why Apple’s iPhone 15 launch is unlikely to drive its stock higher. (Sept. 7, 2023)

Intapp stock falls as sales growth slows at cloud software firm. (Sept. 6, 2023)

Roku stock jumps after streaming video platform boosts sales forecast. (Sept. 6, 2023)

Intuit adds AI assistant to TurboTax, other financial software. (Sept. 6, 2023)

Photronics stock drops after chip gear supplier misses estimates. (Sept. 6, 2023)

Chip gear maker KLA nears buy point on dividend hike, share buybacks. (Sept. 5, 2023)

Photo: Intuit Assist for Credit Karma (Intuit)

Week in review: Best Buy, Broadcom, Dell, HP, Ambarella, Pure Storage earnings

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

Broadcom beats quarterly estimates but offers in-line outlook. (Aug. 31, 2023)

Dell Technologies trounces second-quarter goals, says AI is a tailwind. (Aug. 31, 2023)

Apple iPhone 15 Pro price increases warranted, Goldman Sachs says. (Aug. 31, 2023)

How Nvidia could run the table in the AI market for years. (Aug. 31, 2023)

Pure Storage stock seesaws despite beat-and-raise earnings report. (Aug. 30, 2023)

HP misses sales goal as PC demand remains soft. (Aug. 29, 2023)

Ambarella stock tanks after computer-vision chipmaker gives weak sales outlook. (Aug. 29, 2023)

Best Buy beats second-quarter views, sees business stabilizing next year. (Aug. 29, 2023)

Jabil reduces exposure to Apple, China with division sale. (Aug. 28, 2023)

Evergreen stories:

Is Apple stock a buy ahead of iPhone 15 introduction? (Sept. 1, 2023)

Photo: Best Buy storefront (Best Buy)

Week in review: Nvidia, Marvell, Intuit, Autodesk, NetEase, Analog Devices earnings

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

Amazon, Google, Meta prep artificial intelligence announcements. (Aug. 25, 2023)

Chipmaker Marvell Technology narrowly beats estimates; Shares fall. (Aug. 24, 2023)

TurboTax maker Intuit tops quarterly targets but gives mixed outlook. (Aug. 24, 2023)

Will Apple’s iPhone 15 revitalize listless smartphone sales? (Aug. 24, 2023)

Chinese video game publisher NetEase tops earnings target but sales lag. (Aug. 24, 2023)

Design software firm Autodesk beats quarterly goals, guides higher. (Aug. 23, 2023)

Chipmaker Analog Devices misses targets as inventories remain high. (Aug. 23, 2023)

AI chip leader Nvidia does it again, delivers big beat-and-raise report. (Aug. 23, 2023)

“Godfather of AI” to offer quarterly results; Can investors refuse? (Aug. 21, 2023)

Photo: Nvidia graphic showing AI applications (Nvidia)

Week in review: Amazon, AMD, Apple, Qualcomm, Rambus earnings

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

Amazon looks to rekindle growth, and recover its stock’s mojo. (Aug. 4, 2023)

Amazon stock jumps as tech giant beats second-quarter goals, raises outlook. (Aug. 3, 2023)

Apple stock drops as iPhone maker’s sales decline for third straight quarter. (Aug. 3, 2023)

Ansys tops June-quarter views but lowers sales, earnings outlook. (Aug. 2, 2023)

Axcelis Technologies smashes second-quarter estimates, guides higher. (Aug. 2, 2023)

Qualcomm stock falls after chipmaker disappoints with its outlook. (Aug. 2, 2023)

Chipmaker AMD cites AI growth as it beats second-quarter targets. (Aug. 1, 2023)

Allegro MicroSystems gets lift from automotive, clean energy markets. (Aug. 1, 2023)

Chipmaker Rambus creates a rumpus as stock falls after earnings report. (July 31, 2023)

IBD Stock of the Day: UiPath blazes trail to improved profits with AI tools. (July 31, 2023)

ON Semiconductor beats second-quarter targets on surging auto chip demand. (July 31, 2023)

Photo: Product display at the Apple Tysons Corner retail store in Tysons, Va. (Apple)

Week in review: Intel, Logitech, Meta, Microsoft, Roku, Spotify, TI earnings

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

Apple stock defies weak sales, anemic earnings to surge 50% in 2023. (July 28, 2023)

Streaming video platform Roku crushes estimates for sales, new users. (July 27, 2023)

Chipmaker Intel beats second-quarter targets, posts surprise profit. (July 27, 2023)

Lam Research earnings beat pushes semiconductor equipment stocks higher. (July 27, 2023)

Mobileye drives past second-quarter targets, raises earnings outlook. (July 27, 2023)

Contract manufacturer Flex clears June-quarter hurdles, but stumbles with outlook. (July 26, 2023)

Facebook parent Meta breaks quarterly losing streak, shares surge. (July 26, 2023)

Pharma giant GSK beats second-quarter goals on growth in vaccines, general medicines. (July 26, 2023)

Microsoft stock falls on light sales outlook, AI investments. (July 25, 2023)

Texas Instruments tops views on robust automotive chip sales. (July 25, 2023)

Spotify Technology beats subscriber target but losses mount. (July 25, 2023)

Logitech tops June-quarter targets but gives soft sales forecast. (July 25, 2023)

NXP Semiconductors beats second-quarter goals on strong auto chip sales. (July 24, 2023)

Cadence Design Systems squeaks past views, sees AI as business driver. (July 24, 2023)

Photo: Roku home screen on TV with Roku Streambar (Roku)

Week in review: Netflix, ASML, Taiwan Semiconductor earnings

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

How AI chip growth is pushing Broadcom, IBD Stock of the Day, toward a buy point. (July 21, 2023)

Investors gorge on semiconductor stocks with chipmakers in a trough. (July 21, 2023)

Taiwan Semiconductor cuts 2023 sales outlook on continued weak demand. (July 20, 2023)

Big subscriber growth can’t keep Netflix stock from tumbling 8% on disappointing sales. (July 20, 2023)

Netflix crushes subscriber goal as it turns freeloaders into paying customers. (July 19, 2023)

Chip gear maker ASML beats second-quarter targets, guides higher. (July 19, 2023)

Microsoft stock spikes to record high on AI pricing details. (July 18, 2023)

Apple stock rises as India seen driving growth for iPhone maker. (July 17, 2023)

Photo: Actress Jennifer Lopez attends the premiere of her Netflix movie “The Mother” in New York City in May 2023. (Netflix)

Week in review: Amazon Prime Day; Aehr Test Systems earnings; Opera, Adobe, Activision news

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

Curtain falls on Opera after web browser maker announces stock sale. (July 14, 2023)

Amazon’s surprising secret weapon for its successful Prime Day: TikTok. (July 14, 2023)

Aehr Test Systems stock rockets after company forecasts accelerating growth. (July 13, 2023)

Netflix analysts cautious ahead of video streamer’s second-quarter report. (July 13, 2023)

Taiwan Semiconductor, IBD Stock of the Day, cashing in on AI chip production. (July 12, 2023)

Adobe expands generative AI tool to over 100 languages. (July 12, 2023)

Roku stock hits buy point on e-commerce tie-up with Shopify. (July 11, 2023)

Activision stock jumps as U.S. judge clears hurdle to Microsoft buyout. (July 11, 2023)

Amazon celebrates Prime Day with bullish Wall Street ratings. (July 11, 2023)

Apple iPhone 15 production behind schedule, could mean tight launch supply. (July 10, 2023)

Photo: Amazon package on doorstep (Amazon)

Week in review: Facebook parent Meta launches Twitter rival Threads

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

Generative AI is driving “the next supercycle of cloud computing.” (July 7, 2023)

Alibaba stock rises as China concludes probe of affiliate Ant Group. (July 7, 2023)

Adobe, IBD Stock of the Day, looks to monetize generative AI. (July 6, 2023)

Is Meta’s Threads app a “Twitter killer”? Social media users debate new service. (July 6, 2023)

Google, IBD Stock of the Day, fends off Microsoft’s AI-powered Bing. (July 5, 2023)

Meta stock rises as Facebook parent prepares to launch Twitter rival. (July 5, 2023)

Photo: Threads app on smartphone. (Meta Platforms)

Week in review: Streaming video services face subscription fatigue

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

Consumers are cutting back on subscription streaming video services. (June 23, 2023)

Lam Research, IBD Stock of the Day, seen getting AI spending boost. (June 22, 2023)

Accenture tops sales, earnings targets but new bookings, revenue outlook fall short. (June 22, 2023)

These semiconductor stocks are “The Four Horsemen of AI.” (June 21, 2023)

Broadcom, other chipmakers seen winning content in next Apple iPhones. (June 20, 2023)

Photo: Netflix sign. (Netflix)

Week in review: Adobe, Jabil earnings; AMD chips for artificial intelligence

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

Opera stock hits high note amid web browser innovations, dividend. (June 16, 2023)

Adobe beats quarterly goals on record cloud software demand. (June 15, 2023)

Contract manufacturer Jabil tops quarterly targets, but outlook mixed. (June 15, 2023)

Coherent stock rockets on new laser welding gear for manufacturing electric vehicles. (June 14, 2023)

AMD aims to take AI chip share from Nvidia with new products. (June 14, 2023)

Netflix stock continues climb on positive sentiment for video streamer. (June 13, 2023)

Broadcom flexes wireless prowess with new multifunction chip. (June 12, 2023)

Photo: Generative AI in Adobe Photoshop. (Adobe)

Week in review: Apple unveils Vision Pro computer goggles

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

Netflix stock rises as account-sharing crackdown boosts paid subscriber numbers. (June 9, 2023)

Seniors who are aging in place: A golden opportunity for tech companies. (June 8, 2023)

Adobe stock nears buy point on latest generative AI products. (June 8, 2023)

Amazon Web Services playing catch-up in generative AI. (June 8, 2023)

Smartsheet stock tumbles on weak billings, sales outlook. (June 7, 2023)

Apple investor focus shifts to iPhone 15 introduction after headset debut. (June 7, 2023)

Vertex stock flirts with buy point on steady growth prospects. (June 7, 2023)

Supermicro stock seen rising 34% more amid AI spending spree. (June 7, 2023)

Ciena stock drops amid sales slowdown in key market. (June 6, 2023)

Apple stock falls as critics call Vision Pro headset “nerd goggles.” (June 6, 2023)

Apple unveils computer goggles for augmented, virtual reality called Vision Pro. (June 5, 2023)

Photo: Apple Vision Pro mixed-reality headset (Apple)

Week in review: Ambarella, Dell, HP, Pure Storage earnings

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

Apple poised to debut its mixed-reality headset to a curious market. (June 2, 2023)

Broadcom stock rises on data center chip growth, AI opportunity. (June 1, 2023)

Dell stock rises after computer giant crushes first-quarter targets. (June 1, 2023)

Pure Storage growth streak ends with first-quarter report, but shares jump. (May 31, 2023)

HP misses revenue target amid continued soft PC sales. (May 30, 2023)

Computer-vision chipmaker Ambarella sees stock tumble on outlook. (May 30, 2023)

Nvidia stock hits $1 trillion market cap on AI supercomputer news. (May 30, 2023)

Photo: Ambarella computer-vision chip for security cameras. (Ambarella)

Week in review: Nvidia, Analog Devices, Autodesk, Intuit, Marvell earnings

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

Symbotic stock marches higher on robotic warehouse expansion plans. (May 26, 2023)

Chipmaker Marvell beats estimates, calls AI “a key growth driver.” (May 25, 2023)

Autodesk matches first-quarter views but misses with Q2 outlook. (May 25, 2023)

Nvidia stock rockets 24% higher on bullish AI-fueled forecast. (May 25, 2023)

AI chipmaker Nvidia smashes quarterly estimates on strong data-center sales. (May 24, 2023)

Netflix stock rises as video streamer steps up crackdown on freeloaders. (May 24, 2023)

Chipmaker Analog Devices tops targets but warns of slowing sales. (May 24, 2023)

TurboTax maker Intuit beats profit target on lighter-than-expected sales. (May 23, 2023)

Nvidia, Microsoft Azure team on enterprise-ready generative AI. (May 23, 2023)

Apple inks multibillion-dollar wireless-chip supply deal with Broadcom. (May 23, 2023)

Adobe leans further into generative AI. Here’s what’s in store for its market-leading Photoshop app. (May 23, 2023)

China action against Micron called political, seen crimping sales. (May 22, 2023)

Apple stock downgraded on signs of slowing iPhone demand. (May 22, 2023)

Photo: Nvidia graphics processing unit (Nvidia)

Week in review: Take-Two, Synopsys, Applied Materials earnings

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

Semiconductor stock Rambus could be an acquisition target: analyst. (May 19, 2023)

ON Semiconductor seen outpacing rivals in silicon carbide chips. (May 19, 2023)

Chip gear maker Applied Materials seeing customers trim spending plans. (May 18, 2023)

Netflix stock surges on upbeat advertising business outlook. (May 18, 2023)

Cadence Design Systems, IBD Stock of the Day, rebounds from short pullback. (May 18, 2023)

Video game publisher Take-Two forecasts quiet year before huge growth. (May 17, 2023)

Synopsys stock rises as chip design software firm posts beat-and-raise report. (May 17, 2023)

Nvidia, ServiceNow partner on AI to improve IT help desks, other enterprise tasks. (May 17, 2023)

Southeast Asia internet firm Sea Limited sinks after missing quarterly targets. (May 16, 2023)

Lam Research passes buy point despite chip-gear spending drop. (May 15, 2023)

Photo: Take-Two video game “Marvel’s Midnight Suns.” (Take-Two Interactive Software)

Week in review: EA, GlobalFoundries, Sonos, Skyworks Solutions earnings

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

When will PC sales recover? And which stocks are most counting on a rebound? (May 12, 2023)

Entegris stock rockets after chip gear supplier smashes estimates. (May 11, 2023)

Sonos stock tumbles after speaker maker cuts sales outlook. (May 10, 2023)

Allegro MicroSystems beats quarterly targets on strong auto chip sales. (May 10, 2023)

Electronic Arts crushes March-quarter views, gives bullish earnings outlook. (May 9, 2023)

Salesforce, IBD Stock of the Day, tests fresh buy point. (May 9, 2023)

GlobalFoundries tops first-quarter targets but misses views with guidance. (May 9, 2023)

Skyworks stock sinks after chipmaker lowers outlook for current quarter. (May 8, 2023)

Netflix, IBD Stock of the Day, nears buy point after bucking downtrend. (May 8, 2023)

Evergreen stories:

Is Netflix stock a buy after video streamer’s first-quarter report? (May 8, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (May 8, 2023)

Is Apple stock a buy after iPhone maker’s March-quarter earnings beat? (May 8, 2023)

Is AMD stock a buy after chipmaker’s first-quarter report? (May 8, 2023)

Photo: EA game “Star Wars Jedi: Survivor” (Electronic Arts)

Week in review: Apple, AMD, Lattice, Qualcomm, Zebra earnings

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

Apple tops March-quarter forecasts on strong sales in iPhones, services. (May 4, 2023)

AMD stock rises on report of team-up with Microsoft on AI chips. (May 4, 2023)

Qualcomm stock drops after chipmaker’s June-quarter outlook misses views. (May 3, 2023)

Axcelis Technologies beats first-quarter estimates, gives mixed guidance. (May 3, 2023)

Facebook’s recklessness is putting kids at risk, FTC says. (May 3, 2023)

Chipmaker AMD beats first-quarter goals but gives weak sales forecast. (May 2, 2023)

Super Micro Computer stock jumps on strong June-quarter outlook. (May 2, 2023)

Zebra Technologies edges above first-quarter goals but lowers outlook. (May 2, 2023)

Lattice Semiconductor tops first-quarter estimates, guides higher. (May 1, 2023)

Nvidia, IBD Stock of the Day, hits buy point on AI enthusiasm. (May 1, 2023)

Photo: A customer checks out the iPhone 14 Pro at the Apple Gangnam store in Seoul, South Korea. (Apple)

Week in review: Spotify, Roku, Microsoft, Intel earnings reports

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

Apple rising as investors bet on a sunny March-quarter report. (April 28, 2023)

Chipmaker Intel beats first-quarter views but gives mixed outlook. (April 27, 2023)

Outlook dims for First Solar after it misses March-quarter targets. (April 27, 2023)

Mobileye lowers full-year outlook on weakening China electric vehicle sales. (April 27, 2023)

Roku adds more active users than expected in first quarter. (April 26, 2023)

Impinj stock plummets as tracking-chip maker cuts outlook. (April 26, 2023)

Microsoft beats March-quarter targets on strong cloud business. (April 25, 2023)

Texas Instruments tops first-quarter targets but guides lower. (April 25, 2023)

Spotify crushes forecasts for new subscribers, total listeners. (April 25, 2023)

Cadence Design Systems beats first-quarter views but gives weak guidance. (April 24, 2023)

Super Micro Computer stock tumbles after warning of sales shortfall. (April 24, 2023)

Photo: K-pop girl group Blackpink attends a Spotify album launch party. (Spotify)

Week in review: Netflix, Taiwan Semiconductor, ASML earnings

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

These 3 stocks play in fast-growing areas of semiconductor equipment. (April 21, 2023)

AMD, IBD Stock of the Day, bounces off key support level. (April 20, 2023)

Taiwan Semiconductor delivers mixed first-quarter results, guides lower. (April 20, 2023)

Lam Research sacrificed by investors after giving weak outlook. (April 19, 2023)

Chip gear maker ASML beats first-quarter goals but gives cautious outlook. (April 19, 2023)

Netflix stock drops after streaming video leader misses subscriber target. (April 18, 2023)

Broadcom claims its new chip speeds networking for artificial intelligence. (April 18, 2023)

Apple bets on growth in India with retail, manufacturing expansion. (April 17, 2023)

Adobe offers generative AI for video, audio creation. (April 17, 2023)

Photo: Netflix billboard (Netflix)

Week in review: Allegro MicroSystems, InTest spotlighted

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

Tech Leader stock InTest is gaining Wall Street’s attention. (April 6, 2023)

Apple’s mixed-reality headset faces abundant skepticism ahead of debut. (April 5, 2023)

Chipmaker Allegro MicroSystems driving growth with automotive, industrial business. (April 4, 2023)

Evergreen stories:

Is Apple stock a buy before iPhone maker’s March-quarter earnings report? (April 7, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (April 7, 2023)

Is AMD stock a buy before chipmaker’s March-quarter report? (April 7, 2023)

Is Netflix stock a buy before video streamer’s first-quarter report? (April 7, 2023)

Photo: Allegro MicroSystems at Electronica 2022 conference. (Allegro MicroSystems)