Saturday, February 15, 2025

Week in review: AppLovin, Roku, SharkNinja, Supermicro, Vertiv, Zebra earnings


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

Nvidia dumps SoundHound, trims Arm stake, buys these 2 stocks. (Feb. 14, 2025)

Roku stock jumps on improving profitability, user growth. (Feb. 13, 2025)

Applied Materials stock drops on soft revenue outlook. (Feb. 13, 2025)

SharkNinja pummels Q4 estimates, raises targets for 2025. (Feb. 13, 2025)

Zebra Technologies tops Q4 views, gives cautious 2025 outlook. (Feb. 13, 2025)

AppLovin stock rockets after Q4 beat. What should investors do now? (Feb. 13, 2025)

AppLovin obliterates Q4 earnings target. APP stock soars. (Feb. 12, 2025)

Apple interested in making humanoid robot, top analyst says. (Feb. 12, 2025)

Adobe releases generative AI video model, claims key advantage. (Feb. 12, 2025)

Vertiv crushes Q4 forecasts on strong data center business. But stock falls on outlook. (Feb. 12, 2025)

Nvidia partner Supermicro cuts fiscal 2025 estimates, but sees big growth next year. (Feb. 11, 2025)

Apple reportedly picks Alibaba as China AI partner. (Feb. 11, 2025)

Astera Labs stock falls as investors nitpick Q4 report. (Feb. 11, 2025)

AI chip stock Astera Labs smashes Q4 views, but stock wavers. (Feb. 10, 2025)

Nvidia stock rallies, shakes off concerns about OpenAI moves. (Feb. 10, 2025)

Photo: SharkNinja partnered with SNL’s Chloe Fineman to celebrate its new Ninja Luxe CafĂ© All-in-One Espresso, Drip Coffee and Cold Brew Maker. (SharkNinja)

Saturday, February 8, 2025

Week in review: AMD, Arm, Roblox, Spotify, Take-Two earnings


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

Take-Two tops earnings targets as gamers await “Grand Theft Auto 6.” (Feb. 7, 2025)

AI chip stocks rise on latest data center spending plans. (Feb. 7, 2025)

Roblox stock tanks as gaming platform misses targets for users, bookings. (Feb. 6, 2025)

Arm beats estimates, gives in-line outlook. Stock falls. (Feb. 5, 2025)

AMD stock craters on soft AI data center business. (Feb. 5, 2025)

AMD delivers modest beat-and-raise Q4 report. Stock falls. (Feb. 4, 2025)

Adobe touts Acrobat AI Assistant for contracts. (Feb. 4, 2025)

Spotify stock jumps as more users flock to music streamer. (Feb. 4, 2025)

Trump tariffs hammer tech hardware stocks. Nvidia gaps lower. (Feb. 3, 2025)

Netflix, IBD Stock of the Day, hovers in buy zone after Q4 beat. (Feb. 3, 2025)

Photo: Spotify live event with The Weeknd in December 2024. (Spotify Technology)

Saturday, February 1, 2025

Week in review: DeepSeek impact; Apple, Microsoft earnings


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

White House faces delicate balancing act on AI chips. (Jan. 31, 2025)

Spotify cranks up the volume on profitability, new offerings. (Jan. 31, 2025)

AI fueling Apple iPhone sales but limited rollout has hurt. (Jan. 31, 2025)

Apple beats earnings target on services lift, but iPhone sales decline. (Jan. 30, 2025)

AppLovin, IBD Stock of the Day, nears buy point ahead of earnings. (Jan. 30, 2025)

Microsoft AI sales growth limited by capacity constraints. (Jan. 30, 2025)

Microsoft tops quarterly targets on surging AI business. But stock falls. (Jan. 29, 2025)

Why DeepSeek’s progress may actually be good news for AI chipmakers. (Jan. 29, 2025)

Chip gear leader ASML smashes bookings target. Stock pops. (Jan. 29, 2025)

Synopsys purchase of Ansys will fulfill company’s goal. (Jan. 28, 2025)

What’s next for Nvidia, AI chip stocks after DeepSeek “wake-up call”? (Jan. 28, 2025)

Nvidia, AI chip peers tumble on DeepSeek implications. (Jan. 27, 2025)

Photo: Nvidia AI infrastructure seen transforming industries. (Nvidia)

Saturday, January 25, 2025

Week in review: Stargate AI venture, Netflix earnings


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

Microsoft earnings report will key on Azure growth, AI adoption. (Jan. 24, 2025)

Netflix stock gains a new bull. “Still not late to the party.” (Jan. 24, 2025)

Texas Instruments stock tumbles on mixed outlook. (Jan. 23, 2025)

Apple 2025 outlook: AI gets IQ boost, possible smart home products. (Jan. 23, 2025)

AppLovin stock holds strong ahead of earnings. Here’s why. (Jan. 23, 2025)

Nvidia stock rallies as chipmaker named to Stargate AI venture. (Jan. 22, 2025)

Spotify, IBD Stock of the Day, expands into self-help courses. (Jan. 22, 2025)

Netflix stock breaks out. What’s next for streaming video leader? (Jan. 22, 2025)

Netflix smashes subscriber estimates, sending shares higher. (Jan. 21, 2025)

SoundHound makes tempting offer to carmakers. AI stock surges. (Jan. 21, 2025)

Why Apple stock got hit by downgrades, price-target cuts. (Jan. 21, 2025)

Nvidia stock treading water ahead of these risks, potential catalysts. (Jan. 21, 2025)

Photo: Nvidia CEO Jensen Huang keynote at CES 2025. (Nvidia)

Saturday, January 18, 2025

Week in review: TSMC earnings, Spotify gets price-target hikes


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

Netflix stock looks for reset with earnings report. (Jan. 16, 2025)

Broadcom, IBD Stock of the Day, showing strength after breakout. (Jan. 16, 2025)

TSM stock jumps as chip foundry tops Q4 estimates on AI chip sales. (Jan. 16, 2025)

Spotify stock rocks higher as music streamer gets price-target hikes (Jan. 15, 2025)

Does the news media overanalyze Nvidia stock moves? (Jan. 15, 2025)

Spotify stock is sounding good to this analyst. Here’s why. (Jan. 14, 2025)

Apple stock drops amid soft iPhone sales, Zuckerberg diss. (Jan. 13, 2025)

Nvidia stock sinks as White House imposes new AI export rules. (Jan. 13, 2025)

Photo: Halsey performs at Spotify Now Playing event in Los Angeles on Nov. 13, 2024. (Spotify)

Saturday, January 11, 2025

Week in review: AI dominates CES 2025, led by Nvidia keynote


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

Tech firms have their eyes on smart glasses as the next big thing. (Jan. 10, 2025)

Health tracking is moving to smart rings from watches. Oura leads market. (Jan. 9, 2025)

X CEO applauds Meta decision to end fact-checking program on Facebook, Instagram. (Jan. 8, 2025)

SoundHound AI adds on-the-go food ordering to in-vehicle voice assistant. (Jan. 7, 2025)

Nvidia raises bar at CES 2025. But stock slides. (Jan. 7, 2025)

Nvidia expands AI reach with automotive, robotics initiatives. (Jan. 6, 2025)

AMD reveals next-generation AI PC chips, gets Dell endorsement. (Jan. 6, 2025)

Deere tackles labor shortages with autonomous tractors. (Jan. 6, 2025)

President-elect Trump poses challenge to U.S. tech sales. (Jan. 6, 2025)

Photo: Nvidia CEO Jensen Huang speaks at CES 2025. (Nvidia)

Saturday, January 4, 2025

Week in review: AI stock winners, CES 2025 preview


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

Spotify, IBD Stock of the Day, is actionable after New Year’s bounce. (Jan. 3, 2025)

Apple stock falls on iPhone discounts in China. (Jan. 2, 2025)

AI everywhere at CES 2025 with spotlight on Nvidia CEO Jensen Huang. (Jan. 2, 2025)

Why Nvidia’s AI chip lead is sustainable. (Jan. 2, 2025)

Netflix sports push could lead to subscription price increases. (Dec. 31, 2024)

These 10 stocks called “tech winners for the AI revolution.” (Dec. 31, 2024)

Photo: CES 2024 show opening at Venetian Convention & Expo Center in Las Vegas. (Consumer Technology Association media photo)