Saturday, April 27, 2024

Week in review: Spotify, Roku, Microsoft, Intel earnings; AI stocks rally


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

Microsoft, Google reports lift Nvidia, Super Micro, other AI hardware makers. (April 26, 2024)

Chip gear vendor KLA tops March-quarter views as business stabilizes. (April 26, 2024)

Microsoft cloud strength drives March-quarter sales, earnings beat. (April 25, 2024)

Streaming video platform Roku tops views with Q1 results, guidance. (April 25, 2024)

Intel stock drops as chipmaker guides below views for Q2. (April 25, 2024)

Nvidia, Arista, Dell, Super Micro rise on Meta’s AI capex plan. (April 25, 2024)

Impinj stock soars as tracking-chip maker delivers beat-and-raise report. (April 24, 2024)

Chip gear maker Lam Research returns to earnings growth, ups outlook. (April 24, 2024)

Chipmaker Texas Instruments beats Q1 goals, gives reassuring outlook. (April 23, 2024)

Adobe brings more generative AI tools to Photoshop. (April 23, 2024)

Streaming music leader Spotify tops earnings target in first quarter. (April 23, 2024)

Cadence Design Systems stock drops on weak Q2 guidance. (April 22, 2024)

AI stocks rebound after Friday’s brutal sell-off. (April 22, 2024)

Evergreen stories:

Is Netflix stock a buy after video streamer’s first-quarter report? (April 22, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (April 22, 2024)

Is AMD stock a buy before chipmaker’s first-quarter earnings report? (April 22, 2024)

Is Apple stock a buy amid myriad challenges? (April 22, 2024)

Photo: Spotify sponsored a library-themed art installation at The Grove in Los Angeles April 16-18, 2024, to promote the new album from Taylor Swift, “The Tortured Poets Department.” (Spotify)

Saturday, April 20, 2024

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)

Saturday, April 13, 2024

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)

Saturday, April 6, 2024

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)