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)