Week in review: Nvidia earnings; Netflix scores Beyoncé NFL halftime show

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

American Superconductor is charged up about electrical systems. (Nov. 22, 2024)

Intuit beats fiscal Q1 targets buts guides low for current quarter, full year. (Nov. 21, 2024)

Netflix stock gets price-target hikes as shares surge to record heights. (Nov. 21, 2024)

Nvidia guidance called conservative as Blackwell AI chip production ramps. (Nov. 21, 2024)

Nvidia touts AI chip momentum with Blackwell (Live coverage) (Nov. 20, 2024)

Intuit stock tumbles as Elon Musk’s DOGE commission eyes simple tax-filing app. (Nov. 19, 2024)

Vertiv stock rises sharply after investor event. (Nov. 19, 2024)

Netflix stock gets price-target hikes on live sports potential. (Nov. 19, 2024)

Netflix stock gets boost from Mike Tyson, Beyoncé. (Nov. 18, 2024)

Super Micro stock jumps as data center firm files plan to avoid delisting. (Nov. 18, 2024)

Nvidia stock sinks on Blackwell AI chip overheating concerns. (Nov. 18, 2024)

Photo: Beyoncé NFL halftime show promotional photo. (Netflix)

Week in review: Netflix, Spotify shares hit record highs

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

Super Micro stock in spotlight as delisting deadline nears. (Nov. 15, 2024)

Nvidia discloses stake in Applied Digital, keeps Arm, SoundHound stakes. (Nov. 15, 2024)

Netflix stock gets lift from strong content slate for rest of year. (Nov. 14, 2024)

SoundHound AI stock rebounds on price-target hike. (Nov. 14, 2024)

ASML stock rises as chip-gear maker offers reassuring long-term outlook. (Nov. 14, 2024)

Nvidia stock in focus as analysts boost price targets for AI chip giant. (Nov. 14, 2024)

Smart home devices could boost Apple stock, analyst says. (Nov. 13, 2024)

SoundHound stock in doghouse despite positive Q3 report. (Nov. 13, 2024)

Super Micro stock falls as server maker delays quarterly report. (Nov. 13, 2024)

Spotify stock soars as analysts crank up volume of bullish ratings. (Nov. 13, 2024)

Spotify stock jumps after third-quarter subscriber beat. (Nov. 12, 2024)

SoundHound AI enunciates Q3 beat-and-raise, but stock falls. (Nov. 12, 2024)

Life360 tops subscriber goal, but Q3 results are mixed. (Nov. 12, 2024)

Netflix stock surfs to record high on advertising business growth. (Nov. 12, 2024)

Dell’s AI server momentum strong as it aims to swipe Super Micro market share. (Nov. 11, 2024)

Taiwan chip giant curbs sales of advanced chips to China. (Nov. 11, 2024)

Nvidia stock called “must-own,” “once-in-a-lifetime opportunity.” (Nov. 11, 2024)

Evergreen stories:

Is AMD stock a buy as chipmaker gains market share from Intel? (Nov. 12, 2024)

Is Apple stock a buy after its September-quarter earnings report? (Nov. 12, 2024)

Is Netflix stock a buy after beat-and-raise earnings report? (Nov. 12, 2024)

Photo: Singer Olivia Rodrigo attends the premiere of her Netflix concert movie “Olivia Rodrigo: GUTS World Tour” on Oct. 25, 2024, in Los Angeles. (Netflix)

Week in review: Take-Two, AppLovin, Duolingo, AI chip stocks post Q3 results

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

Macom Technology Solutions joins AI data center chip parade. (Nov. 8, 2024)

SiTime surges 19%, latest chip stock to catch AI wave. (Nov. 7, 2024)

Take-Two stock spikes on quarterly beat, longer-term outlook. (Nov. 7, 2024)

Investors love-bomb AppLovin stock after big Q3 beat. (Nov. 7, 2024)

AppLovin stock soars as software firm crushes Q3 targets. (Nov. 6, 2024)

Arm delivers beat-and-raise report but keeps full-year outlook unchanged. (Nov. 6, 2024)

Qualcomm beats quarterly estimates, guides higher. Stock jumps. (Nov. 6, 2024)

Duolingo stock drops as earnings beat is lost in translation. (Nov. 6, 2024)

Video game firm Take-Two clears September-quarter hurdles, trips on outlook. (Nov. 6, 2024)

Analysts abandon Super Micro after negative quarterly update. (Nov. 6, 2024)

Artificial intelligence will be key focus area for President-elect Trump. (Nov. 6, 2024)

Super Micro stock tumbles anew as data center firm cuts sales outlook. (Nov. 5, 2024)

Astera Labs heads skyward after stellar Q3 earnings report. (Nov. 5, 2024)

AI stock Astera Labs jumps on beat-and-raise third-quarter report. (Nov. 4, 2024)

Will Super Micro stock get delisted? Dell stock gains amid uncertainty. (Nov. 4, 2024)

Evergreen stories:

Is Netflix stock a buy after beat-and-raise earnings report? (Nov. 4, 2024)

Is Apple stock a buy after September-quarter earnings? (Nov. 4, 2024)

Is AMD stock a buy after its Q3 earnings report? (Nov. 4, 2024)

Photo: Cover art for Take-Two video game “NBA 2K 25.” (Take-Two Interactive Software)

Week in review: Apple launches Apple Intelligence

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

Vertiv finds gold in AI data center plumbing. “This is a long-term trend,” says CEO. (Nov. 1, 2024)

Apple stock sinks on disappointing sales outlook. (Nov. 1, 2024)

Apple beats September-quarter targets on iPhone, services. (Oct. 31, 2024)

Intel posts larger-than-expected loss, but outlook is better than feared. (Oct. 31, 2024)

Netflix, IBD Stock of the Day, declared victor in streaming wars. (Oct. 31, 2024)

SharkNinja stock bloodied by soft holiday-quarter outlook. (Oct. 31, 2024)

Microsoft tops September-quarter targets, but misses with sales outlook. (Oct. 30, 2024)

Dell poised to gain market share amid Super Micro’s troubles. (Oct. 30, 2024)

Super Micro Computer stock plummets after accounting firm resigns. (Oct. 30, 2024)

Garmin smashes third-quarter views, guides higher. Stock breaks out. (Oct. 30, 2024)

Electronic Arts scores earnings beat from key sports titles. (Oct. 29, 2024)

AMD delivers mixed Q3 results, light guidance; Stock sinks. (Oct. 29, 2024)

Broadcom stock rises on deal to make AI chips for OpenAI. (Oct. 29, 2024)

AppLovin stock gets favorable comparison to Google. (Oct. 29, 2024)

Zebra Technologies charges past Q3 goals, sees AI opportunity. (Oct. 29, 2024)

Cadence Design Systems trounces Q3 estimates, raises profit outlook. (Oct. 28, 2024)

Apple Intelligence launches along with new iMac computers. (Oct. 28, 2024)

Taiwan Semiconductor stock falls on China trade breach. (Oct. 28, 2024)

Photo: Apple Intelligence on iPhone, iPad and Mac. (Apple)

Week in review: CHIPS Act update; Impinj, Logitech, TI, Vertiv earnings

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

Uncle Sam wants semiconductors made in America. The CHIPS Act may fall short. (Oct. 25, 2024)

Nvidia and other chip stocks rise on analyst comments. These are the top picks. (Oct. 25, 2024)

Apple stock downgraded to sell ahead of earnings. Here’s why. (Oct. 25, 2024)

Celestica, IBD Stock of the Day, rockets after earnings report. (Oct. 24, 2024)

AI data centers are driving business for these tech infrastructure stocks. (Oct. 24, 2024)

Tracking-chip maker Impinj homes in on beat-and-raise report. (Oct. 23, 2024)

Apple stock drops after analyst reports cut in iPhone 16 orders. (Oct. 23, 2024)

Arm, Qualcomm shares fall as chip giants spar over tech licensing. (Oct. 23, 2024)

Data center supplier Vertiv beats Q3 targets but misses with sales outlook. (Oct. 23, 2024)

Chipmaker Texas Instruments tops Q3 views but guides low. (Oct. 22, 2024)

Logitech beats quarterly targets on strong PC, gaming peripheral sales. (Oct. 22, 2024)

Apple stock buoyed by reassuring iPhone 16 sales data. (Oct. 21, 2024)

AppLovin stock surges as analysts show their love. (Oct. 21, 2024)

Evergreen stories:

Is Netflix stock a buy after beat-and-raise earnings report? (Oct. 21, 2024)

Is AMD stock a buy ahead of Q3 earnings report? (Oct. 21, 2024)

Is Apple stock a buy before September-quarter earnings? (Oct. 21, 2024)

Photo: Impinj celebrates inclusion in the S&P SmallCap 600 index. (Impinj)

Week in review: Netflix, TSMC, ASML earnings; Adobe AI advancements

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

Apple stock rises on upbeat iPhone sales report from China. (Oct. 18, 2024)

Netflix blasts off after big beat-and-raise earnings report. (Oct. 18, 2024)

Netflix clobbers third-quarter estimates, guides above views. (Oct. 17, 2024)

TSMC stock soars on earnings beat. Two sectors are driving demand. (Oct. 17, 2024)

Computer-aided design leader Autodesk scores fresh buy rating. (Oct. 16, 2024)

Spotify stock gets price-target hike on revenue growth, profit outlook. (Oct. 16, 2024)

Chip-gear giant ASML crashes on Q3 report, pulls down Nvidia, other stocks. (Oct. 15, 2024)

Apple, IBD Stock of the Day, breaks out after iPad Mini reveal. (Oct. 15, 2024)

Adobe is already monetizing AI, CFO says. (Oct. 15, 2024)

What Nvidia CEO says about AI giant’s competitive moat. (Oct. 14, 2024)

Why Apple stock was added to “tactical outperform” list ahead of earnings. (Oct. 14, 2024)

Adobe debuts new AI-powered tools for advertising, marketing. (Oct. 14, 2024)

Photo: Adobe generative AI used for Barbie packaging. (Adobe)

Week in review: AMD, Astera Labs, Nvidia tout latest AI chips

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

Netflix stock gets price-target hikes ahead of Q3 report. (Oct. 11, 2024)

AMD’s “Advancing AI” event called “largely uneventful.” (Oct. 11, 2024)

Apple stock downgraded, needs time to “ripen.” (Oct. 10, 2024)

Nvidia’s Blackwell AI processors are sold out for next 12 months. (Oct. 10, 2024)

Broadcom stock hits buy point on product news ahead of major conference. (Oct. 9, 2024)

Astera Labs stock jumps after chipmaker debuts new AI data center switches. (Oct. 9, 2024)

Analysts mostly positive on Netflix stock before Q3 report. (Oct. 8, 2024)

Wall Street is mixed on Microsoft ahead of earnings. (Oct. 8, 2024)

Photo: AMD Chief Executive Lisa Su holds an AMD Instinct MI325X AI accelerator chip. (AMD)

Week in review: Micron earnings, Duolingo AI innovations

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

Nvidia has “two glaring holes” in its data center offering. (Sept. 27, 2024)

Tracking-chip maker Impinj near record high. (Sept. 27, 2024)

Meta’s Orion headset is no “Apple Vision Pro killer.” (Sept. 26, 2024)

InterDigital, IBD Stock of the Day, flirts with buy point after analyst day. (Sept. 26, 2024)

Microsoft Azure sales estimate lowered as Copilots slow to take off. (Sept. 26, 2024)

Micron stock jumps as memory-chip giant posts beat-and-raise report. (Sept. 25, 2024)

Netflix stock in buy zone, gets price-target hike. (Sept. 25, 2024)

Nvidia, IBD Stock of the Day, is actionable as AI chipmaker preps Blackwell. (Sept. 25, 2024)

AI investments not slowing down, Nvidia stock analyst says. (Sept. 24, 2024)

Spotify stock rises as streaming music rival exits business. (Sept. 24, 2024)

Taiwan Semiconductor, IBD Stock of the Day, basks in AI glow. (Sept. 24, 2024)

Duolingo adds AI innovations to language learning app. (Sept. 24, 2024)

Apple iPhone 16 early demand deemed healthy. (Sept. 23, 2024)

Microsoft’s AI lead has shrunk, analyst says. (Sept. 23, 2024)

Qualcomm takeover of Intel called “unlikely,” “pipe dream.” (Sept. 23, 2024)

Photo: Micron DDR5 DRAM memory module. (Micron Technology)

Week in review: Apple iPhone 16 handsets go on sale

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

Apple iPhone 16 handsets are finally out in the wild. (Sept. 20, 2024)

Duolingo stock speaks a language that investors can understand. (Sept. 20, 2024)

Spotify stock hits high note after getting big price-target hike. (Sept. 19, 2024)

Apple stock rises on reassuring iPhone 16 sales comments from T-Mobile. (Sept. 19, 2024)

Nvidia, two other chip stocks earn fresh buy ratings on AI prospects. (Sept. 18, 2024)

Spotify, IBD Stock of the Day, on path to 1 billion users. (Sept. 17, 2024)

Intel stock rises as Amazon, feds throw lifelines to troubled chipmaker. (Sept. 17, 2024)

Enterprise software firm Intapp jumps back into buy zone. (Sept. 16, 2024)

Apple’s hoped-for iPhone 16 supercycle isn’t looking so super now. (Sept. 16, 2024)

Evergreen stories:

Is AMD stock a buy amid rival Intel’s struggles? (Sept. 18, 2024)

Is Netflix stock a buy as advertising revenue growth accelerates? (Sept. 18, 2024)

Is Apple stock a buy amid reports of lackluster iPhone 16 preorders? (Sept. 18, 2024)

Photo: Apple iPhone 16 handsets with Apple Intelligence. (Apple)

Week in review: Apple introduces iPhone 16 smartphone lineup

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

Spotify looks to beef up audio service with videos. (Sept. 13, 2024)

Arm stock retakes key level after getting fresh buy rating. (Sept. 13, 2024)

Apple begins taking preorders for AI-enabled iPhone 16 handsets. (Sept. 13, 2024)

Adobe stock falls after creative software firm gives light guidance. (Sept. 12, 2024)

Netflix stock up as advertising revenue growth accelerates. (Sept. 12, 2024)

AI chip growth story intact for Nvidia, Broadcom: analyst. (Sept. 12, 2024)

Arm Holdings stock called “top pick” on edge AI opportunity. (Sept. 11, 2024)

AppLovin stock soars on price-target hike for AI, e-commerce growth. (Sept. 11, 2024)

These chipmakers called biggest beneficiaries of iPhone 16. (Sept. 10, 2024)

Apple Intelligence won’t be available for iPhone 16 launch. (Sept. 10, 2024)

Apple stock ekes out gain on iPhone 16 rollout (Live coverage). (Sept. 9, 2024)

Nvidia gross margin concerns are overblown: analyst. (Sept. 9, 2024)

Evergreen stories:

Is Apple stock a buy after iPhone 16 launch event? (Sept. 11, 2024)

Is Netflix stock a buy as streaming video leader flexes its muscles? (Sept. 9, 2024)

Is AMD stock a buy amid Intel’s struggles? (Sept. 9, 2024)

Photo: Apple iPhone 16 with Siri (Apple)

Week in review: Adobe successfully monetizing AI

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

Adobe is successfully monetizing generative AI, analyst says. (Sept. 6, 2024)

Super Micro Computer stock downgraded amid growing uncertainty. (Sept. 6, 2024)

Broadcom narrowly beats quarterly targets, disappoints with sales outlook. (Sept. 5, 2024)

Chip stocks mostly higher ahead of Broadcom earnings report. (Sept. 4, 2024)

Will Apple’s iPhone 16 get users to upgrade their aging handsets? (Sept. 4, 2024)

Nvidia, semiconductor stocks tumble amid signs of weakness. (Sept. 3, 2024)

Marvell seen as possible buyer of Intel’s Altera unit. (Sept. 3, 2024)

Evergreen stories:

Apple stock: Is it a buy ahead of iPhone 16 launch event? (Sept. 3, 2024)

Is Netflix stock a buy as streaming video leader flexes its muscles? (Sept. 3, 2024)

Is AMD stock a buy amid Intel’s struggles? (Sept. 3, 2024)

Photo: Adobe Photoshop comes with AI tools. (Adobe)

Week in review: Nvidia, Autodesk, Best Buy, Dell, Marvell earnings

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

Marvell Technology seeing strong AI chip demand. (Aug. 30, 2024)

AI computer sales fuel Dell’s better-than-expected Q2 results. (Aug. 30, 2024)

Arista Networks, IBD Stock of the Day, cashing in on AI spending wave. (Aug. 30, 2024)

Autodesk beats fiscal Q2 goals, ups full-year outlook. (Aug. 29, 2024)

AppLovin, IBD Stock of the Day, hits buy point following post-earnings surge. (Aug. 29, 2024)

Nvidia stock drops despite bullish analyst calls for AI chipmaker. (Aug. 29, 2024)

Best Buy tops second-quarter targets on strong tablet, computer sales. (Aug. 29, 2024)

Nvidia stock: “Smaller beat” a warning sign? (Live coverage) (Aug. 28, 2024)

Netflix, IBD Stock of the Day, flirts with buy zone as video streamer dominates. (Aug. 28, 2024)

SMCI stock plunges as Super Micro Computer delays 10-K filing. (Aug. 28, 2024)

Netflix stock returns to buy zone after price-target hike. (Aug. 27, 2024)

Apple stock rises on fall product launch event anticipation. (Aug. 27, 2024)

SMCI stock tumbles as short seller accuses Super Micro of accounting irregularities. (Aug. 27, 2024)

How Nvidia is building a moat to fend off AI challengers. (Aug. 27, 2024)

Spotify stock has several tailwinds, analyst says. (Aug. 26, 2024)

Apple likely to pivot to smart glasses from Vision Pro. (Aug. 26, 2024)

Photo: Nvidia vGPU (Nvidia)

Week in review: Netflix, Apple, Broadcom shares rising

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

Nvidia earnings report called “most important tech earnings in years.” (Aug. 23, 2024)

Apple stock seen getting lift from AI opportunity. (Aug. 23, 2024)

Intuit stock drops as investors parse guidance, long-term growth targets. (Aug. 23, 2024)

TurboTax maker Intuit rings up quarterly beat, guides higher for year. (Aug. 22, 2024)

Broadcom, IBD Stock of the Day, nabs two new AI chip customers. (Aug. 22, 2024)

Chip design firm Synopsys beats fiscal Q3 goals, boosts outlook. (Aug. 21, 2024)

Chipmaker Analog Devices tops estimates amid nascent market recovery. (Aug. 21, 2024)

Netflix stock hits all-time high on advertising sales success. (Aug. 20, 2024)

AMD steps up Nvidia rivalry with $4.9 billion acquisition. (Aug. 19, 2024)

Chip gear giant Applied Materials delivers beat-and-raise earnings report. (Aug. 15, 2024)

Photo: Actress Halle Barry attends the premiere of her Netflix movie “The Union.” (Netflix)

Week in review: Super Micro Computer, SharkNinja, GlobalFoundries, AppLovin earnings

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

Super Micro Computer CEO wants AI data centers to go green. (Aug. 9, 2024)

SharkNinja CEO credits company success to constant product innovation. (Aug. 9, 2024)

Recent IPO Life360 impresses with first quarterly report. (Aug. 9, 2024)

Cirrus Logic stock up after June-quarter beat-and-raise report. (Aug. 9, 2024)

Take-Two Interactive Software beats earnings goal but sales light. (Aug. 8, 2024)

SharkNinja, IBD Stock of the Day, cooks up tasty quarterly earnings report. (Aug. 8, 2024)

SharkNinja slays second-quarter estimates, raises full-year outlook. (Aug. 8, 2024)

AppLovin tops earnings estimate on in-line sales in second quarter. (Aug. 7, 2024)

Netflix stock rises as video streamer predicted to raise prices. (Aug. 7, 2024)

Super Micro Computer misses targets, announces 10-for-1 stock split. (Aug. 6, 2024)

Chipmaker GlobalFoundries beats Q2 goals, gives mixed outlook. (Aug. 6, 2024)

Nvidia stock, hardware partners punished by AI chip delay. (Aug. 5, 2024)

Evergreen stories:

Is Netflix stock a buy after video streamer’s Q2 report? (Aug. 9, 2024)

Is AMD stock a buy after chipmaker’s Q2 earnings report? (Aug. 9, 2024)

Is Apple stock a buy or sell as Warren Buffett slashes stake? (Aug. 5, 2024)

Photo: Super Micro Computer CEO Charles Liang. (Super Micro Computer)

Week in review: Apple, Microsoft, AMD, Intel, Arm, Garmin, Qualcomm earnings

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

Monolithic Power called “shining beacon of light” in dismal chip earnings season. (Aug. 2, 2024)

AMD seen benefiting from Intel’s woes. (Aug. 2, 2024)

Apple beats June-quarter targets on services, iPad sales strength. (Aug. 1, 2024)

Intel badly misses Q2 targets, initiates cost-reduction plan. (Aug. 1, 2024)

Qualcomm stock falls on concerns of sluggish smartphone sales ahead. (Aug. 1, 2024)

Chip designer Arm clears June-quarter hurdles, stumbles on outlook. (July 31, 2024)

Microsoft defends capex spending binge as AI chipmakers benefit. (July 31, 2024)

Adobe demonstrates value of generative AI for creative pros. (July 31, 2024)

Garmin tops second-quarter targets, raises full-year guidance. (July 31, 2024)

Microsoft stock falls as Azure cloud growth slows. (July 30, 2024)

AMD beats Q2 targets on record data center sales. (July 30, 2024)

Spotify, IBD Stock of the Day, holds tight after big earnings beat. (July 30, 2024)

Zebra Technologies beats Q2 targets, returns to sales growth. (July 30, 2024)

Nvidia touts AI advancements for industrial markets, humanoid robots. (July 29, 2024)

Evergreen stories:

Is AMD stock a buy ahead of chipmaker’s Q2 earnings report? (July 29, 2024)

Is Apple stock a buy before tech giant’s June-quarter earnings report? (July 29, 2024)

Is Netflix stock a buy after video streamer’s Q2 report? (July 29, 2024)

Photo: Apple Chief Executive Tim Cook at WWDC 2024. (Apple)

Week in review: Chip stock meltdown; Spotify, Cadence, Impinj, TI earnings

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

Microsoft’s earnings report puts spotlight on cloud, AI. (July 26, 2024)

Low smartphone upgrades at AT&T signal headwind for Apple. (July 25, 2024)

Nvidia, semiconductor stocks seesaw after Wednesday’s meltdown. (July 25, 2024)

Tracking-chip maker Impinj locates better-than-expected Q2 results. (July 24, 2024)

Chip gear supplier KLA delivers beat-and-raise report, sending shares higher. (July 24, 2024)

Apple stock seen rising on AI replacement cycle. (July 24, 2024)

Texas Instruments stock rises after chipmaker posts earnings beat. (July 23, 2024)

What Verizon’s low smartphone upgrades mean for Apple. (July 23, 2024)

Streaming music giant Spotify beats Q2 subscriber, profit targets. (July 23, 2024)

Cadence Design Systems beats Q2 targets, but guides below views. (July 22, 2024)

Netflix’s advertising business is taking longer to scale than expected. (July 22, 2024)

Nvidia stock gets price-target hikes as shares test key support level. (July 22, 2024)

Photo: Blake Shelton and Post Malone perform onstage at Spotify House during CMA Fest 2024 in June. (Spotify)

Week in review: Netflix, TSMC, ASML earnings; Chip stock sell-off

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

Chip designer Arm flexes muscles in AI, other markets. (July 19, 2024)

Netflix adds more subscribers than forecast, but its sales outlook misses views. (July 18, 2024)

Nvidia, chip stocks attempt rebound after sell-off called overreaction. (July 18, 2024)

Taiwan Semiconductor tops Q2 views amid robust AI chip demand. (July 18, 2024)

Garmin, IBD Stock of the Day, drives into buy zone. (July 17, 2024)

Chip gear giant ASML tops Q2 views but outlook disappoints. (July 17, 2024)

Broadcom likely to keep custom AI chip lead thanks to incumbency. (July 16, 2024)

Should Netflix be valued like tech stock or media stock? (July 16, 2024)

Nvidia investors cautious as analysts stay bullish on AI chipmaker. (July 15, 2024)

Apple stock hits record high as iPhone maker gets fresh buy rating. (July 15, 2024)

Photo: Netflix promotion for movie “Beverly Hills Cop: Axel F” (Netflix)

Week in review: AI chip stock sell-off; Apple hits $3.5 trillion market cap

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

AI chip stock sell-off was “wake-up call,” analyst says. (July 12, 2024)

EA stock surges ahead of college football video game release. (July 11, 2024)

Broadcom stock gets price-target hike for AI strength. (July 11, 2024)

Microsoft’s steep AI investments raise questions about returns. (July 10, 2024)

AMD bolsters enterprise AI capabilities with Silo AI purchase. (July 10, 2024)

Chipmaker TSMC beats June sales goal on AI boost. (July 10, 2024)

Apple stock first to close above $3.5 trillion market cap. (July 9, 2024)

ASML stock premium valuation is justified: report. (July 9, 2024)

Netflix stock gets price-target hike as streamer dominates. (July 9, 2024)

Apple iPhone 16 sales face consumer spending slowdown. (July 9, 2024)

Nvidia AI chip demand called “exceedingly robust” after channel checks. (July 8, 2024)

Evergreen stories:

Is AMD stock a buy ahead of chipmaker’s Q2 earnings report? (July 11, 2024)

Is Netflix stock a buy before video streamer’s Q2 report? (July 11, 2024)

Is Apple stock a buy after tech giant hits $3.5 trillion market cap? (July 10, 2024)

Photo: Nvidia DGX Cloud system illustration (Nvidia)

Week in review: Satellite connectivity could drive Apple iPhone upgrades

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

AI is “revenue mirage” for enterprise software firms, analyst says. But Amazon called an AI winner. (July 5, 2024)

OLED display leader has positive catalysts ahead. (July 5, 2024)

AI PCs are here. Let the upgrades begin, computer makers say. (July 5, 2024)

IBD Stock of the Day ASML bullishly returns to buy zone. (July 3, 2024)

Satellite links, more than AI, could drive Apple iPhone upgrades. (July 3, 2024)

Netflix stock gets bullish call on live sports, other initiatives. (July 2, 2024)

Universal Display stock gains as more devices use OLED displays. (July 2, 2024)

Nvidia stock seen reaching new high on “robust” sales. (July 1, 2024)

Apple might raise prices on high-end iPhones to subsidize cheaper handsets. (July 1, 2024)

Photo: Apple satellite connectivity for Emergency SOS and iMessage apps. (Apple)

Week in review: Micron earnings, Apple’s AI focus

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

Apple poised to lead consumer AI market, analyst says. (June 28, 2024)

AppLovin, IBD Stock of the Day, seen profiting from AI tool. (June 28, 2024)

Nvidia stock value debated after recent decline. (June 27, 2024)

Chip gear stocks rise on Micron’s capex plans. (June 27, 2024)

Micron stock drops, pulls down other top semiconductor stocks. (June 27, 2024)

Memory-chip maker Micron beats Q3 targets, but in-line outlook disappoints. (June 26, 2024)

Apple hopes to stand out as privacy-focused AI company. (June 26, 2024)

Cloud capex spending binge to continue in 2025, aiding Super Micro, Arista Networks. (June 25, 2024)

Apple iPhone 16 sales likely “stronger for longer.” (June 25, 2024)

Microsoft stock hits record high but pulls back. (June 24, 2024)

European Union challenges weigh on Apple stock. (June 24, 2024)

Evergreen stories:

Is Netflix stock a buy before video streamer’s Q2 report? (June 27, 2024)

Is AMD stock a buy after chipmaker’s Computex announcements? (June 27, 2024)

Is Microsoft stock a buy as software giant promotes AI advances? (June 27, 2024)

Is Apple stock a buy after tech giant reveals AI strategy? (June 27, 2024)

Photo: Micron HBM3E high-bandwidth memory chips. (Micron Technology)

Week in review: AI chip stocks retreat from highs

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

Newly public Silvaco stock builds IPO base after Q1 report. (June 21, 2024)

Music streamer Spotify cranks up the volume on profits. (June 20, 2024)

Nvidia, AI-focused semiconductor stocks retreat from record highs. (June 20, 2024)

Nvidia overtakes Apple, Microsoft as most valuable company. (June 18, 2024)

Apple AI iPhone upgrade cycle forecast for next two years. (June 18, 2024)

Microsoft stock hits record high on AI adoption trend. (June 17, 2024)

Adobe adds more AI features to Acrobat; Stock falls on FTC lawsuit. (June 17, 2024)

Photo: Nvidia Chief Executive Jensen Huang shows a GB200 Grace Blackwell Superchip at Computex 2024 in Taiwan. (Nvidia)

Week in review: Apple AI strategy revealed; Adobe, Broadcom earnings

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

Spotify stock called “best idea” as music streamer shows strength. (June 14, 2024)

Netflix stock rises as streaming video service draws more viewers. (June 14, 2024)

Adobe stock surges as digital media software firm tops Q2 estimates. (June 13, 2024)

Apple expands rollout of Vision Pro headset. (June 13, 2024)

Broadcom stock rockets on AI-fueled Q2 beat, stock split. (June 13, 2024)

Broadcom beats fiscal Q2 goals, announces 10-for-1 stock split. (June 12, 2024)

Apple stock hits record high on AI-driven iPhone upgrade forecast. (June 12, 2024)

Nvidia stock still has room to run, analysts say. (June 11, 2024)

Apple stock breaks out after investors reconsider AI news. (June 11, 2024)

Apple AI event ends. Stock down nearly 2%. (Live coverage) (June 10, 2024)

Nvidia begins post-stock-split era with price-target hikes. (June 10, 2024)

Evergreen stories:

Is Netflix stock a buy before video streamer’s Q2 report? (June 10, 2024)

Is AMD stock a buy after chipmaker’s Computex announcements? (June 10, 2024)

Is Microsoft stock a buy as software giant promotes AI advances? (June 10, 2024)

Is Apple stock a buy as tech giant reveals AI strategy at WWDC? (June 10, 2024)

Photo: Apple Intelligence apps on iPhone, iPad and Mac. (Apple)

Week in review: Spotify price hike, Computex chip announcements

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

Microsoft seen winning AI race with OpenAI partnership. (June 7, 2024)

AI boom giving Taiwan Semiconductor sales a boost. (June 7, 2024)

Will Apple give Siri a brain transplant at WWDC? (June 6, 2024)

Adobe launches AI assistant for marketing platform. (June 6, 2024)

Nvidia stock hits $3 trillion market value, joining Apple, Microsoft in exclusive club. (June 5, 2024)

IBD Stock of the Day: ASML stock jumps as major customer agrees to buy its pricey chip gear. (June 5, 2024)

Super Micro Computer touts energy-saving, liquid-cooled AI data centers. (June 5, 2024)

Spotify stock surges as Wall Street endorses music streamer’s price hike. (June 4, 2024)

Intel to undercut rivals on AI accelerator pricing. (June 4, 2024)

Photo: Spotify billboard in U.K. featuring Taylor Swift for 2023 Wrapped promotion. (Spotify)

Week in review: Dell earnings, Apple’s big AI reveal previewed

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

Apple’s big AI reveal: Will the game plan impress Wall Street? (May 31, 2024)

Music streamer Spotify seen cranking up profits this year. (May 31, 2024)

Dell stock plummets as earnings lag AI sales growth. (May 31, 2024)

Dell stock tumbles as computer maker’s earnings outlook disappoints. (May 30, 2024)

Chipmaker Marvell Technology posts mixed first-quarter results; Stock drops. (May 30, 2024)

Apple iPhone sales weak in China, U.S.: report. (May 30, 2024)

Dell stock notches record high on AI momentum. (May 29, 2024)

Arm looks to add AI to mobile devices with new framework. (May 29, 2024)

Nvidia stock spikes to record as AI chipmaker adds Elon Musk as customer. (May 28, 2024)

Netflix prospects bright thanks to plan changes, live content. (May 28, 2024)

Evergreen stories:

Is Apple stock a buy ahead of AI reveal at WWDC show? (May 28, 2024)

Is AMD stock a buy after chipmaker’s first-quarter earnings report? (May 28, 2024)

Is Microsoft stock a buy as software giant touts AI initiatives? (May 28, 2024)

Is Netflix stock a buy after video streamer’s Q1 report? (May 28, 2024)

Photo: Dell XPS notebook PC family introduced at CES 2024. (Dell)

Week in review: Nvidia, Intuit, Synopsys earnings; Microsoft AI PC reveal

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

Heightened chip design activity fuels Synopsys growth. (May 24, 2024)

TurboTax maker Intuit beats quarterly goals after busy tax season. (May 23, 2024)

Nvidia stock breaks out on jaw-dropping Q1 results, outlook. (May 23, 2024)

Chip design firm Synopsys tops forecast, raises outlook. (May 23, 2024)

Nvidia stock: AI chip giant does it again, smashes quarterly targets and raises outlook. (May 22, 2024)

Chipmaker Analog Devices posts upbeat report, heralds start of cyclical recovery. (May 22, 2024)

Microsoft stock flirts with breakout on AI software news. (May 21, 2024)

Nvidia customer hits pause. Lam stock to split. AI PCs to drive chip sales. (May 21, 2024)

Microsoft unveils new AI PC to challenge Apple’s MacBook Air. (May 20, 2024)

Can Nvidia stock reach the summit with its fiscal Q1 report? (May 20, 2024)

Broadcom’s new networking gear aims to resolve AI data center bottlenecks. (May 20, 2024)

Evergreen stories:

Is Apple stock a buy ahead of AI reveal at WWDC conference? (May 20, 2024)

Is AMD stock a buy after chipmaker’s first-quarter earnings report? (May 20, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (May 20, 2024)

Is Netflix stock a buy after video streamer’s Q1 report? (May 20, 2024)

Photo: Nvidia CEO Jensen Huang with Blackwell graphics processing unit. (Nvidia)

Week in review: Video game job cuts, studio closures; ‘Grand Theft Auto 6’ delayed

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

AMD stock rises on Microsoft plan to offer AMD AI processors on Azure. (May 17, 2024)

Layoffs, studio closures could signal bottom for video game stocks. (May 17, 2024)

Chip gear giant Applied Materials beats targets on DRAM equipment sales. (May 16, 2024)

Video game publisher Take-Two guides low for year ahead as “Grand Theft Auto 6” delayed. (May 16, 2024)

Netflix reveals big jump in advertising viewers, sending these stocks surging. (May 16, 2024)

Nvidia, IBD Stock of the Day, hits buy point ahead of earnings report. (May 15, 2024)

Dell stock hits record high after computer maker called “best way to play” AI server buildout. (May 15, 2024)

Financial software firm Alkami gaining ground with banks. (May 15, 2024)

Broadcom, IBD Stock of the Day, nears buy point on AI tailwind. (May 13, 2024)

Apple reportedly close to deal with OpenAI to add AI features to iPhone. (May 13, 2024)

Photo: “Grand Theft Auto 6” video game from Rockstar Games, a unit of Take-Two. (Take-Two Interactive Software)

Week in review: Automate 2024 conference; Arm, EA, Roblox, SharkNinja, SoundHound earnings

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

SharkNinja chief bullish on expansion into outdoor products. (May 10, 2024)

IBD Stock of the Day, Taiwan Semiconductor, jumps on April sales report, lifts fabless chipmakers. (May 10, 2024)

AI chip stocks hit wall of inflated expectations. (May 10, 2024)

Nvidia favorite SoundHound AI delivers beat-and-raise report. (May 9, 2024)

Roblox stock plunges on firm’s weak outlook. Investors say “game over.” (May 9, 2024)

SharkNinja beats first-quarter goals with strong kitchen device sales. (May 9, 2024)

Arm stock falls as chip designer misses with full-year sales outlook. (May 8, 2024)

AppLovin stock jumps on Q1 beat as advertising market improves. (May 8, 2024)

Industrial robots getting AI smarts to spur next growth phase. (May 8, 2024)

Investors knock out EA stock after game publisher’s March-quarter miss. (May 7, 2024)

Hot IPO stock Astera Labs beats Q1 targets on AI infrastructure spending. (May 7, 2024)

Apple touts AI capabilities of new iPad Pro tablets with cutting-edge chip. (May 7, 2024)

Chipmaker GlobalFoundries tops Q1 views, offers reassuring outlook. (May 7, 2024)

Bonus coverage of Automate 2024 conference on X:

Automate conference in Chicago kicks off with great talk by “Moneyball” legend and former Oakland Athletics exec Billy Beane on baseball and data-based decision making. (May 6, 2024)

View from the show floor at Automate Show. (May 6, 2024)

Photo: A Yaskawa robot moves assorted packages onto a conveyor belt at Automate 2024. (Patrick Seitz)