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)

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)

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)

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)

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)

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)

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)

Week in review: Nvidia, Synopsys, Intuit, Alarm.com earnings

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

Alarm.com stock pops as sales, earnings growth accelerate. (Feb. 23, 2024)

Altair Engineering tops earnings target but sales light. (Feb. 22, 2024)

TurboTax maker Intuit beats earnings goal but disappoints with outlook. (Feb. 22, 2024)

Nvidia gives Goldilocks outlook to keep bears away. Stock in record high territory. (Feb. 22, 2024)

Nvidia delivers another beat-and-raise quarter fueled by AI chips. (Feb. 21, 2024)

Chip design firm Synopsys delivers higher profits on in-line sales. (Feb. 21, 2024)

Intel creating systems foundry for AI era, adds Microsoft as customer. (Feb. 21, 2024)

Chipmaker Analog Devices forecasts continued weak sales. (Feb. 21, 2024)

Garmin stock rises on quarterly beat, dividend hike, buybacks. (Feb. 21, 2024)

Roku faces big challenges after Walmart’s Vizio acquisition. (Feb. 20, 2024)

Adobe brings conversational AI to PDF documents. (Feb. 20, 2024)

Evergreen stories:

Is Apple stock a buy after December-quarter earnings and Vision Pro launch? (Feb. 20, 2024)

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

Is AMD stock a buy after chipmaker’s AI product launch? (Feb. 20, 2024)

Is Netflix stock a buy after video streamer’s fourth-quarter report? (Feb. 20, 2024)

Photo: Nvidia headquarters in Santa Clara, Calif. (Nvidia)

Week in review: Roku, AppLovin, GlobalFoundries, SharkNinja earnings

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

Adobe tumbles as OpenAI invades its turf with video creation tool. (Feb. 16, 2024)

Nvidia set for “most important earnings report of the year.” (Feb. 16, 2024)

Streaming video platform Roku tops user target, but stock drops. (Feb. 15, 2024)

Applied Materials stock surges after beat-and-raise earnings report. (Feb. 15, 2024)

InterDigital, IBD Stock of the Day, surprises with big beat-and-raise report (Feb. 15, 2024)

Super Micro Computer extends dizzying climb on bullish report. (Feb. 15, 2024)

SharkNinja slays fourth-quarter targets on strong holiday sales. (Feb. 15, 2024)

AppLovin gets kisses for Valentine’s Day earnings beat. (Feb. 14, 2024)

Apple’s AI strategy could include more useful virtual assistant, Siri 2.0. (Feb. 14, 2024)

Semiconductor market starting to recover, chip gear maker says. (Feb. 14, 2024)

Walmart reportedly wants to buy TV maker Vizio. Roku stock falls on the news. (Feb. 13, 2024)

AI stocks pull back after steep climb. Microsoft Copilot reviews are mixed. (Feb. 13, 2024)

GlobalFoundries latest chipmaker to guide lower for March quarter. (Feb. 13, 2024)

Cadence Design Systems stock falls on disappointing earnings outlook. (Feb. 12, 2024)

Arm continues meteoric rise amid AI stock buying frenzy (Feb. 12, 2024)

Evergreen stories:

Is Microsoft stock a buy as software giant touts artificial intelligence? (Feb. 12, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Feb. 12, 2024)

Is Netflix stock a buy after video streamer’s fourth-quarter report? (Feb. 12, 2024)

Is Apple stock a buy after December-quarter earnings and Vision Pro launch? (Feb. 12, 2024)

Photo: SharkNinja’s Ninja DoubleStack XL vertical two-basket air fryer. (SharkNinja)

Week in review: Arm, CDW, Impinj, Intapp, Onsemi, Roblox, Spotify, Symbotic, Take-Two earnings

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

Tracking-chip maker Impinj bags beat-and-raise report, sending PI stock higher. (Feb. 9, 2024)

How AppLovin is taking on ad giants Meta, Alphabet — and quadrupled its stock price in a year. (Feb. 9, 2024)

Video game publisher Take-Two whiffs on guidance, stock tanks. (Feb. 8, 2024)

Power chips for AI systems fuel chipmaker’s Q4 beat. (Feb. 8, 2024)

Arm stock rockets after chip designer beats estimates, guides higher. (Feb. 7, 2024)

Roblox stock surges as game platform beats estimates, guides higher. (Feb. 7, 2024)

Tech reseller CDW edges above earnings target but sales lag. (Feb. 7, 2024)

Enterprise software firm Intapp tops December-quarter targets. (Feb. 6, 2024)

Spotify stock jumps as music streamer beats subscriber estimate. (Feb. 6, 2024)

Symbotic stock tanks as warehouse automation firm posts in-line results. (Feb. 5, 2024)

Apple Vision Pro wows consumers, but high price to limit demand. (Feb. 5, 2024)

Nvidia stock spikes to record high after Goldman Sachs endorsement. (Feb. 5, 2024)

Chipmaker Onsemi beats Q4 views but gives soft outlook. (Feb. 5, 2024)

Photo: Arm chip illustration (Arm)

Week in review: Apple launches Apple Vision Pro

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

Microchip joins other chipmakers cutting March-quarter forecasts. (Feb. 2, 2024)

Atlassian stock tumbles as growth story stalls for software maker. (Feb. 2, 2024)

Apple forecasts weak March-quarter sales, launches Vision Pro. (Feb. 2, 2024)

Apple tops December-quarter views, but China sales slide worries investors. (Feb. 1, 2024)

Apple Vision Pro: Game-changing device or pricey misfire? (Feb. 1, 2024)

Qualcomm stock falls as investors fret about smartphone sales. (Jan. 31, 2024)

AMD stock falls as chipmaker guides below views for current quarter. (Jan. 30, 2024)

Microsoft beats December-quarter targets on strong cloud business. (Jan. 30, 2024)

Supermicro stock rises as AI computer maker raises full-year outlook. (Jan. 29, 2024)

IRobot stock tumbles after Amazon cancels acquisition. (Jan. 29, 2024)

Photo: Apple Vision Pro spatial computing headset. (Apple)

Week in review: Netflix, Intel, Logitech earnings

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

Arm elbows into new arenas as chip designer takes on AI, auto, cloud, other markets. (Jan. 26, 2024)

Logitech’s new chief executive targets return to growth. (Jan. 26, 2024)

Intel stock flashes sell signals after chipmaker’s outlook badly misses. (Jan. 26, 2024)

Semiconductor equipment firm KLA falls on weak forecast. (Jan. 25, 2024)

Microsoft cuts 9% of gaming staff after Activision Blizzard purchase. (Jan. 25, 2024)

Chip gear vendor Lam Research tops December-quarter views, guides up. (Jan. 24, 2024)

Spotify stock rises as music streamer benefits from EU competition law. (Jan. 24, 2024)

Chip gear leader ASML beats Q4 targets, gives cautious guidance. (Jan. 24, 2024)

Texas Instruments misses Q4 sales target, gives disappointing outlook. (Jan. 23, 2024)

Netflix stock surges on big subscriber beat in fourth quarter. (Jan. 23, 2024)

Netflix makes major foray into live sports with wrestling deal. (Jan. 23, 2024)

Logitech stock falls as sales decline for ninth straight quarter. (Jan. 23, 2024)

Apple fans snap up Vision Pro headsets, but demand questioned. (Jan. 22, 2024)

Supermicro, AI chip stocks notch record highs but pull back in volatile session. (Jan. 22, 2024)

Evergreen stories:

Is Netflix stock a buy ahead of video streamer’s fourth-quarter report? (Jan. 22, 2024)

Photo: Intel advertises its Intel Core Ultra processor on the Las Vegas Sphere during CES 2024. (Intel)

Week in review: TSMC earnings, Samsung AI smartphone launch

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

Powerfoyle becoming “Intel Inside” for light-powered gadgets. (Jan. 19, 2024)

Robot barista looks to fill labor shortage. Say hello to Adam. (Jan. 19, 2024)

IRobot stock plummets as EU moves to block takeover by Amazon. (Jan. 19, 2024)

AI computer maker Supermicro hikes outlook, stock soars. (Jan. 18, 2024)

Apple stock gains a new bull on AI, Vision Pro prospects. (Jan. 18, 2024)

Taiwan Semiconductor forecasts return to sales growth in first quarter. (Jan. 18, 2024)

Apple isn’t the only player in spatial computing. Rivals populated CES 2024. (Jan. 17, 2024)

Netflix stock gets price-target hikes as outlook brightens. (Jan. 17, 2024)

Samsung unveils AI-enabled smartphones as Apple gears up for Vision Pro launch. (Jan. 17, 2024)

AMD, Nvidia shares rise on bullish Wall Street reports. (Jan. 16, 2024)

Synopsys purchase of Ansys creates silicon-to-systems design leader. (Jan. 16, 2024)

Microsoft stock gains on AI news. Apple stock slips on iPhone sales woes. (Jan. 16, 2024)

Evergreen stories:

Is Microsoft stock a buy as software giant touts artificial intelligence? (Jan. 17, 2024)

Is Apple stock a buy ahead of December-quarter earnings? (Jan. 17, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Jan. 17, 2024)

Photo: TSMC sign at factory. (TSMC)

Week in review: CES 2024 news, Apple year-ahead outlook

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

Garmin targeting niche markets in smartwatches for women, kids. (Jan. 12, 2024)

Dolby cranks up volume of licensing deals in autos, TVs, PCs. (Jan. 12, 2024)

Qualcomm in catbird seat for edge AI shift, CEO says. (Jan. 11, 2024)

Smart TV platform battle rages at CES 2024. Amazon, Roku make waves. (Jan. 11, 2024)

Apple in 2024: AI, selling Vision Pro are key challenges. (Jan. 11, 2024)

Automotive chipmakers squeezed by “accordion effect.” (Jan. 10, 2024)

L’Oreal adds glamour to CES 2024 with beauty tech gadgets. (Jan. 9, 2024)

Dell, HP join Intel push for AI PCs. Microsoft Copilot called “marquee” feature. (Jan. 9, 2024)

Nvidia steps up generative AI game with new chips. (Jan. 8, 2024)

AMD rounds out AI PC chip lineup with new desktop processors. (Jan. 8, 2024)

Consumers set to upgrade pandemic-era tech purchases. (Jan. 8, 2024)

Photo: CES 2024 at Venetian Expo in Las Vegas. (Consumer Technology Association)

Week in review: CES 2024 preview; year-ahead outlooks for Microsoft, PC sales

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

Microsoft stock has these major catalysts ahead in 2024. (Jan. 5, 2024)

Does Nvidia stock still have gas in the tank after its massive rally? (Jan. 4, 2024)

Mobileye stock crashes on weak year-ahead outlook. (Jan. 4, 2024)

Apple stock gets another downgrade. Why analysts are souring on iPhone maker. (Jan. 4, 2024)

Vertex, IBD Stock of the Day, called “underappreciated winner” for 2024. (Jan. 3, 2024)

“AI is the story of the show”: What to expect from CES 2024. (Jan. 3, 2024)

PC, smartphone rebound to drive chip sales in 2024. (Jan. 3, 2024)

AI PCs could spur upgrade cycle in 2024. (Jan. 2, 2024)

Analyst hits sell button on Apple stock as 2024 begins. Here’s why. (Jan. 2, 2024)

Evergreen stories:

Is Netflix stock a buy ahead of video streamer’s fourth-quarter report? (Jan. 3, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Jan. 3, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Jan. 3, 2024)

Is Apple stock a buy ahead of December-quarter earnings? (Jan. 3, 2024)

Photo: CES 2023 (CES)