Saturday, May 25, 2024

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)

Saturday, May 18, 2024

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)

Saturday, May 11, 2024

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)

Saturday, May 4, 2024

Week in review: Apple, AMD, Garmin, Logitech, Qualcomm, Supermicro, Zebra earnings


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

Apple edges above Wall Street’s targets and hikes dividend, share buybacks. (May 2, 2024)

Battery startup Enovix soars as smartphone customers line up. (May 2, 2024)

Qualcomm delivers beat-and-raise report as diversification efforts pay off. (May 1, 2024)

Nvidia stock drops after rival AMD gives uninspiring outlook. (May 1, 2024)

Garmin smashes first-quarter estimates on surging fitness device sales. (May 1, 2024)

Super Micro Computer posts mixed March-quarter results but tops views with outlook. (April 30, 2024)

Chipmaker AMD delivers in-line Q1 earnings report, Q2 outlook. (April 30, 2024)

Zebra Technologies signals improving outlook with Q1 earnings beat. (April 30, 2024)

PC peripherals maker Logitech returns to growth with March-quarter beat. (April 29, 2024)

NXP Semiconductors stock hits buy point on better-than-expected outlook. (April 29, 2024)

Apple stock out of favor, hopes for earnings report lift. (April 29, 2024)

Chipmaker Onsemi beats Q1 goals but offers soft outlook. (April 29, 2024)

Photo: Apple retail workers greet customers at the opening of the Apple Hongdae store in Seoul, South Korea, on Jan. 20, 2024. (Apple)