Saturday, June 29, 2024

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)

Saturday, June 22, 2024

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)

Saturday, June 15, 2024

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)

Saturday, June 8, 2024

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)

Saturday, June 1, 2024

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)