Saturday, March 25, 2023

Week in review: Adobe, Nvidia unveil artificial intelligence advances


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

Netflix password-sharing crackdown seen driving subscriber boost. (March 24, 2023)

Intapp courts legal, financial firms with specialized cloud software. (March 24, 2023)

Netflix stock rises on better view for ad-supported service, gaming play. (March 23, 2023)

Microsoft, IBD Stock of the Day, flirts with buy point on AI news. (March 22, 2023)

Nvidia’s artificial intelligence market strategy impresses Wall Street. (March 22, 2023)

Nvidia ramps up artificial intelligence offerings amid AI’s “iPhone moment.” (March 21, 2023)

Adobe dives into generative AI market with new software tools. (March 21, 2023)

Photo: Adobe’s generative AI software for Creative Cloud. (Adobe)

Saturday, March 18, 2023

Week in review: Microsoft embraces artificial intelligence technology


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

Nvidia stock still has room to run, thanks to AI spending, analyst says. (March 17, 2023)

Microsoft stock breaks out after software giant adds AI to Office apps. (March 17, 2023)

In the need for speed, chipmaker Broadcom leads the push for silicon photonics. (March 16, 2023)

The worst is over for PC, smartphone chip stocks, analyst says. (March 16, 2023)

Contract manufacturer Jabil delivers beat-and-raise quarterly report. (March 16, 2023)

Semiconductor stocks climb yet inventories bedevil chip industry; A reality check may be coming. (March 15, 2023)

Adobe stock rises after creative software firm beats quarterly targets. (March 15, 2023)

Chipmaker Allegro MicroSystems earns high marks at analyst day. (March 15, 2023)

Microsoft improves position in artificial intelligence with GPT-4. (March 15, 2023)

Grocery store chain Kroger joins autonomous-truck convoy. (March 15, 2023)

Tracking-chip maker Impinj sees improved outlook with better wafer supply. (March 14, 2023)

Evergreen stories:

Is AMD stock a buy before chipmaker’s March-quarter report? (March 16, 2023)

Photo: Microsoft 365 Copilot (Microsoft)

Saturday, March 11, 2023

Week in review: Spotify tops 500 million listeners


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

Intapp bucks macro headwinds hitting other software stocks. (March 10, 2023)

Wall Street firm turns bearish on Apple stock; Here’s why. (March 9, 2023)

Spotify tops 500 million active listeners, mimics TikTok with app redesign. (March 9, 2023)

Apple stock gets price-target hike on stable iPhone demand. (March 8, 2023)

Google getting most antitrust scrutiny now, Washington insiders say. (March 7, 2023)

Apple stock gets bullish rating amid shift to Apple-as-a-service. (March 6, 2023)

Photo: Spotify’s new home feed for 2023. (Spotify)

Saturday, March 4, 2023

Week in review: Best Buy, Broadcom, Dell, HP, Marvell, Opera, SciPlay earnings


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

Apple stock has 5 underappreciated catalysts in the year ahead, analyst says. (March 3, 2023)

Chipmakers Broadcom, Marvell diverge with quarterly reports. (March 2, 2023)

Dell trounces estimates on solid infrastructure hardware sales. (March 2, 2023)

Tesla comments tank silicon carbide chipmakers Onsemi, STMicro, Wolfspeed. (March 2, 2023)

Best Buy beats fourth-quarter targets but consumer spending still weak. (March 2, 2023)

Casino games publisher SciPlay comes up aces with fourth-quarter report. (March 1, 2023)

Autonomous trucks are barreling ahead, but robot big rigs face a bumpy road. (March 1, 2023)

Applied Materials encroaches on ASML business with new chip gear. (March 1, 2023)

Chipmaker Ambarella tumbles on weak outlook for current quarter. (Feb. 28, 2023)

PC maker HP tops earnings target, gives upbeat profit outlook. (Feb. 28, 2023)

Web browser maker Opera belts out strong fourth-quarter report. (Feb. 27, 2023)

Photo: Best Buy associate with customer. (Best Buy)