Week in review: Intel, Texas Instruments earnings; AI chipmakers surge

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

Apple’s lack of clear AI strategy a warning flag, analyst says. (July 25, 2025)

Intel stock tumbles on surprise loss, foundry woes. (July 24, 2025)

Nvidia, AI chipmakers buoyed by Google capex, Trump plan. (July 24, 2025)

Spotify gets upgrade ahead of Q2 earnings. Stock rises. (July 24, 2025)

Microsoft earnings focus: All eyes on Azure growth. (July 23, 2025)

Apple earnings growth seen stalling amid dearth of catalysts. (July 23, 2025)

Texas Instruments stock falls on weak earnings outlook. (July 22, 2025)

Roblox stock wilts after growth spurt. (July 22, 2025)

Three video streamers top Netflix in customer satisfaction. (July 22, 2025)

Astera Labs stock rockets on positive commentary. (July 21, 2025)

Chip gear stocks get boost from AI prospects. (July 21, 2025)

Synopsys acquisition of Ansys gives it unique capabilities, CFO says. (July 21, 2025)

Photo: Intel-powered PCs on display at CES 2025 in Las Vegas. (Intel)

Week in review: Netflix, ASML, TSMC earnings reports

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

Microsoft stock hovers in record-high territory before earnings report. (July 18, 2025)

Netflix falls, but Q2 called warmup for big content release period. (July 18, 2025)

Netflix stock dips on modest beat-and-raise earnings report. (July 17, 2025)

Vertiv bolsters AI data center offerings with acquisition. (July 17, 2025)

Chip bellwether TSMC tops Q2 earnings target, raises outlook. (July 17, 2025)

Netflix analysts upbeat but anxious ahead of Q2 report. (July 16, 2025)

Chip gear leader ASML beats Q2 targets but gives cautious outlook. (July 16, 2025)

Credo stock hits record high amid AI data center ramps. (July 15, 2025)

Wall Street cheers Nvidia’s return to China AI market. (July 15, 2025)

Broadcom ships new Ethernet switch built for AI workloads. (July 15, 2025)

Apple not rushing to follow Samsung with folding-screen iPhone. (July 14, 2025)

Microsoft stock gets price-target hike on cloud, AI businesses. (July 14, 2025)

Autodesk stock rallies as firm nixes rumored PTC acquisition. (July 14, 2025)

Photo: The “Squid Game” cast attends Netflix Tudum 2025. (Netflix)

Week in review: Netflix, Spotify, TSMC, TI earnings previews

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

Vertiv stock rebounds after overreaction to AWS news. (July 11, 2025)

AMD, IBD Stock of the Day, ready to challenge Nvidia. (July 11, 2025)

Netflix stock valuation called “fair pushback” to buy ratings. (July 11, 2025)

Autodesk stock hammered on rumored PTC acquisition. (July 10, 2025)

AMD stock upgraded to buy on AI chip pipeline. (July 10, 2025)

Taiwan Semiconductor posts strong June sales. But stock wavers. (July 10, 2025)

Microsoft stock spikes to record high on AI outlook. (July 9, 2025)

Apple needs acquisition to catch up in AI race, analyst says. (July 9, 2025)

Texas Instruments stock nears buy point ahead of Q2 report. (July 8, 2025)

SoundHound stock roars amid agentic AI push. (July 8, 2025)

Music streamer Spotify has “underappreciated pricing power.” (July 8, 2025)

Roblox stock jumps on scary hit video game. (July 7, 2025)

ServiceNow, IBD Stock of the Day, flirts with buy point before Q2 report. (July 7, 2025)

Netflix stock downgraded. Here’s why. (July 7, 2025)

Photo: Singer Miley Cyrus performs at a Spotify event in Paris. (Spotify)

Week in review: AI chip, data center stocks get positive reports

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

Cadence, Synopsys jump after China export curbs lifted. (July 3, 2025)

Nvidia, AI data center stocks get price-target hikes. (July 3, 2025)

Broadcom stock called “top pick.” Here’s why. (July 2, 2025)

Warehouse automation trend is positive for these stocks. (July 2, 2025)

Apple stock analyst calls bottom but still cautious. (July 2, 2025)

Intuit launches AI agents for QuickBooks accounting software. (July 1, 2025)

Taiwan Semiconductor seen rising on AI chip growth. (July 1, 2025)

Broadcom stock hits new high on positive reports. (June 30, 2025)

Apple smart glasses likely two years away, analyst says. (June 30, 2025)

Photo: Taiwan Semiconductor Manufacturing Co. building at dusk. (TSMC)