Saturday, October 26, 2024

Week in review: CHIPS Act update; Impinj, Logitech, TI, Vertiv earnings


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

Uncle Sam wants semiconductors made in America. The CHIPS Act may fall short. (Oct. 25, 2024)

Nvidia and other chip stocks rise on analyst comments. These are the top picks. (Oct. 25, 2024)

Apple stock downgraded to sell ahead of earnings. Here’s why. (Oct. 25, 2024)

Celestica, IBD Stock of the Day, rockets after earnings report. (Oct. 24, 2024)

AI data centers are driving business for these tech infrastructure stocks. (Oct. 24, 2024)

Tracking-chip maker Impinj homes in on beat-and-raise report. (Oct. 23, 2024)

Apple stock drops after analyst reports cut in iPhone 16 orders. (Oct. 23, 2024)

Arm, Qualcomm shares fall as chip giants spar over tech licensing. (Oct. 23, 2024)

Data center supplier Vertiv beats Q3 targets but misses with sales outlook. (Oct. 23, 2024)

Chipmaker Texas Instruments tops Q3 views but guides low. (Oct. 22, 2024)

Logitech beats quarterly targets on strong PC, gaming peripheral sales. (Oct. 22, 2024)

Apple stock buoyed by reassuring iPhone 16 sales data. (Oct. 21, 2024)

AppLovin stock surges as analysts show their love. (Oct. 21, 2024)

Evergreen stories:

Is Netflix stock a buy after beat-and-raise earnings report? (Oct. 21, 2024)

Is AMD stock a buy ahead of Q3 earnings report? (Oct. 21, 2024)

Is Apple stock a buy before September-quarter earnings? (Oct. 21, 2024)

Photo: Impinj celebrates inclusion in the S&P SmallCap 600 index. (Impinj)

Saturday, October 19, 2024

Week in review: Netflix, TSMC, ASML earnings; Adobe AI advancements


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

Apple stock rises on upbeat iPhone sales report from China. (Oct. 18, 2024)

Netflix blasts off after big beat-and-raise earnings report. (Oct. 18, 2024)

Netflix clobbers third-quarter estimates, guides above views. (Oct. 17, 2024)

TSMC stock soars on earnings beat. Two sectors are driving demand. (Oct. 17, 2024)

Computer-aided design leader Autodesk scores fresh buy rating. (Oct. 16, 2024)

Spotify stock gets price-target hike on revenue growth, profit outlook. (Oct. 16, 2024)

Chip-gear giant ASML crashes on Q3 report, pulls down Nvidia, other stocks. (Oct. 15, 2024)

Apple, IBD Stock of the Day, breaks out after iPad Mini reveal. (Oct. 15, 2024)

Adobe is already monetizing AI, CFO says. (Oct. 15, 2024)

What Nvidia CEO says about AI giant’s competitive moat. (Oct. 14, 2024)

Why Apple stock was added to “tactical outperform” list ahead of earnings. (Oct. 14, 2024)

Adobe debuts new AI-powered tools for advertising, marketing. (Oct. 14, 2024)

Photo: Adobe generative AI used for Barbie packaging. (Adobe)

Saturday, October 12, 2024

Week in review: AMD, Astera Labs, Nvidia tout latest AI chips


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

Netflix stock gets price-target hikes ahead of Q3 report. (Oct. 11, 2024)

AMD’s “Advancing AI” event called “largely uneventful.” (Oct. 11, 2024)

Apple stock downgraded, needs time to “ripen.” (Oct. 10, 2024)

Nvidia’s Blackwell AI processors are sold out for next 12 months. (Oct. 10, 2024)

Broadcom stock hits buy point on product news ahead of major conference. (Oct. 9, 2024)

Astera Labs stock jumps after chipmaker debuts new AI data center switches. (Oct. 9, 2024)

Analysts mostly positive on Netflix stock before Q3 report. (Oct. 8, 2024)

Wall Street is mixed on Microsoft ahead of earnings. (Oct. 8, 2024)

Photo: AMD Chief Executive Lisa Su holds an AMD Instinct MI325X AI accelerator chip. (AMD)