Week in review: Nvidia GTC, Adobe Summit, Micron earnings

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

Nvidia stock fails to score at “Super Bowl of AI.” (March 21, 2025)

Adobe AI strategy focused on long term, not “quick-hit financial pop,” says CFO. (March 21, 2025)

ACM Research is cleaning up in the chip industry. (March 21, 2025)

Micron beats estimates on strong data-center spending. (March 20, 2025)

Nvidia CEO tries to make peace with quantum execs. (March 20, 2025)

Nvidia rises as tech giant details massive AI opportunity ahead. (March 19, 2025)

Nvidia down 3%. CEO touts new AI chips, software, robots. (Live coverage) (March 18, 2025)

Adobe launches AI agents for its marketing platform. (March 18, 2025)

Nvidia stock falls ahead of GTC. Here’s why. (March 17, 2025)

Netflix stock gains new bull with profits poised to rise. (March 17, 2025)

Photo: Nvidia CEO Jensen Huang speaks at GTC on March 18, 2025. (Nvidia)

Week in review: Adobe earnings, Intel’s new CEO, Apple stock swoon

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

Will Nvidia stock get lift from AI conference? (March 14, 2025)

Apple stock bulls are losing confidence in iPhone upgrade cycle. (March 13, 2025)

Intel stock rises on new CEO, but rough road ahead. (March 13, 2025)

Adobe stock falls after software firm gives mixed outlook for current quarter. (March 12, 2025)

Apple stock gets price-target cut from Morgan Stanley. (March 12, 2025)

Nvidia stock attempts rebound as bulls pound the table. (March 12, 2025)

Apple dominates smart tag market with AirTags. (March 11, 2025)

Take-Two Interactive Software called top defensive play in current market upheaval. (March 11, 2025)

Allegro MicroSystems stock down since spurning buyout deal. (March 10, 2025)

Apple stock sinks as Siri AI upgrade delay likely to hurt iPhone sales. (March 10, 2025)

Nvidia price target slashed as AI stocks swoon. “No one knows what’s going on,” says analyst. (March 10, 2025)

Photo: Adobe Photoshop software for iPhone. (Adobe)

Week in review: Robotics era coming; AI chipmaker earnings

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

Why the Netflix stock drop is worrisome for the market. (March 7, 2025)

Broadcom rallies as chipmaker shows AI demand remains healthy. (March 7, 2025)

Broadcom stock rises as AI chipmaker beats Q1 targets, guides up. (March 6, 2025)

Marvell misses Q1 sales “whisper number.” AI chipmaker’s stock drops. (March 6, 2025)

Marvell stock falls as chipmaker delivers only slight beat-and-raise Q4 report. (March 5, 2025)

AI stocks continue retreat. Credo stock latest to fall. (March 5, 2025)

Nvidia’s CEO said the “robotics era” is coming. This company looks to lead it. (March 5, 2025)

SoundHound stock sinks on late-filing notice. (March 4, 2025)

Best Buy beats Q4 views but gives mixed forecast. Tariffs weigh on outlook. (March 4, 2025)

U.S. chipmaking industry in focus with TSMC, Intel news. (March 3, 2025)

AI chip design work boosting Synopsys sales, but stock lagging. (March 3, 2025)

Photo: Richtech Robotics robot Adam at One Kitchen in a Walmart in Rockford, Illinois. (Richtech Robotics)

Week in review: Nvidia, Dell, Duolingo, Intuit, SoundHound earnings

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

Duolingo stock plunges after Q4 earnings miss. (Feb. 28, 2025)

Nvidia could face “significant” new China AI trade restrictions. (Feb. 28, 2025)

Dell Technologies beats fiscal Q4 earnings target but sales light. (Feb. 27, 2025)

SoundHound stock howls after voice AI firm tops Q4 targets. (Feb. 27, 2025)

Duolingo beats estimates for Q4 subscribers, users, revenue. (Feb. 27, 2025)

Supermicro stock drops after officers file to sell shares. (Feb. 27, 2025)

Nvidia stock slips. CEO predicts exponential growth for AI processors. (Feb. 27, 2025)

Nvidia stock wobbles on Q4 details. Blackwell sales look strong, for now. (Live coverage) (Feb. 26, 2025)

AppLovin stock takes it in the shorts, plunges on two negative reports. (Feb. 26, 2025)

Supermicro stock surges as data-center specialist files delinquent reports. (Feb. 25, 2025)

Intuit rings up earnings beat but offers mixed outlook. (Feb. 25, 2025)

Nvidia investor worries mount ahead of AI chipmaker’s Q4 report. (Feb. 25, 2025)

Broadcom advances AI data center interconnect technology. (Feb. 25, 2025)

Adobe brings Photoshop to mobile devices as freemium app. (Feb. 25, 2025)

Apple building AI server factory in Texas as it looks to appease Trump. (Feb. 24, 2025)

Photo: Nvidia Blackwell GeForce RTX 50 series. (Nvidia)

Week in review: Microsoft introduces quantum computing chip

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

AppLovin stock drops as bulls, bears debate its valuation. (Feb. 21, 2025)

Nvidia stock pauses despite debut of Blackwell. What the king of AI chips needs now. (Feb. 20, 2025)

NetEase stock drops after video game firm posts weak sales. (Feb. 20, 2025)

Microsoft reveals its first quantum computing chip. (Feb. 19, 2025)

Apple introduces new low-cost iPhone to boost sales. (Feb. 19, 2025)

No need to tip pizza delivery driver with this tech. (Feb. 19, 2025)

Analog Devices tops estimates, sees cyclical recovery. (Feb. 19, 2025)

Garmin crushes Q4 estimates, raises targets for 2025. (Feb. 19, 2025)

Cadence Design Systems stock sinks on soft 2025 guidance. (Feb. 18, 2025)

Intel breakup mulled as vultures circle struggling chipmaker. (Feb. 18, 2025)

Evergreen stories:

Is AMD stock a buy after chipmaker hits year-plus low? (Feb. 21, 2025)

Is Apple stock a buy after iPhone 16e debut? (Feb. 20, 2025)

Is Netflix stock a buy as video streamer considers more NFL games? (Feb. 20, 2025)

Photo: Microsoft Majorana 1 quantum computing chip. (Microsoft)

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 Café All-in-One Espresso, Drip Coffee and Cold Brew Maker. (SharkNinja)

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)

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)

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)

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)

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)

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)