Saturday, October 25, 2025

Week in review: Intel, Lam, Netflix, TI, Vertiv earnings


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

Vertiv stock notches record high on robust data center business. (Oct. 24, 2025)

Broadcom, IBD Stock of the Day, gains custom AI chip business. (Oct. 24, 2025)

Intel stock rises on big third-quarter earnings beat. (Oct. 23, 2025)

Super Micro Computer stock drops as projects delayed. (Oct. 23, 2025)

Lam Research beats targets as AI-chip production drives equipment sales. (Oct. 22, 2025)

Vertiv crushes Q3 estimates on strong AI data center business. But stock falls. (Oct. 22, 2025)

Netflix doesn't rule out bidding for Warner Bros. (Oct. 22, 2025)

Netflix stock sinks on Q3 earnings miss, modest Q4 raise. (Oct. 21, 2025)

Texas Instruments stock tumbles on guidance miss. (Oct. 21, 2025)

Apple stock hits buy point on improving sentiment, notches record high. (Oct. 20, 2025)

Adobe launches company-specific generative AI models. (Oct. 20, 2025)

Photo: Intel CEO Lip-Bu Tan holds a wafer of CPU tiles for the Intel Core Ultra series 3, code-named Panther Lake, at the Intel Ocotillo campus in Chandler, Ariz., in September 2025. (Intel)

Saturday, October 18, 2025

Week in review: ASML, TSMC earnings; major AI data center chip deals


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

Netflix stock drops below key level before Q3 earnings report. (Oct. 16, 2025)

Take-Two scores price-target hikes on “NBA 2K26,” “Grand Theft Auto 6” games. (Oct. 16, 2025)

Taiwan Semiconductor smashes Q3 earnings target. But stock retreats. (Oct. 16, 2025)

Roblox stock pops higher on deeper collaboration with Mattel. (Oct. 15, 2025)

Nvidia stock wavers after latest data center deal. (Oct. 15, 2025)

ASML stock rises on strong orders, 2026 outlook. (Oct. 15, 2025)

PC sales perk up as Microsoft retires Windows 10 operating system. (Oct. 14, 2025)

AMD scores major AI chip sale with Oracle. (Oct. 14, 2025)

Broadcom touts ultrafast networking chip for AI data centers. (Oct. 14, 2025)

Apple stock might not see positive catalysts until spring. (Oct. 13, 2025)

Broadcom stock surges on OpenAI chip deal. (Oct. 13, 2025)

Photo: ASML technicians in a cleanroom. (ASML)

Saturday, October 11, 2025

Week in review: Serve Robotics scores DoorDash restaurant delivery deal


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

Netflix stock awaits Q3 earnings report, “Stranger Things” release. (Oct. 10, 2025)

Why the IBD 50’s SiTime, up more than 40%, resonates with investors. (Oct. 10, 2025)

Applied Digital is the latest AI infrastructure stock to catch fire. (Oct. 10, 2025)

Nvidia stock spikes to record high on UAE trade approval. (Oct. 9, 2025)

Serve Robotics inks autonomous food delivery deal with DoorDash. (Oct. 9, 2025)

Chip foundry TSMC tops estimates for September sales. (Oct. 9, 2025)

Morgan Stanley raises caution flag on AI financing deals. (Oct. 8, 2025)

OpenAI event fails to boost participating app makers as concerns remain. (Oct. 7, 2025)

Nvidia, IBD Stock of the Day, seen unscathed by OpenAI’s AMD deal. (Oct. 7, 2025)

Dell stock jumps as AI business lifts long-term growth outlook. (Oct. 7, 2025)

AppLovin stock falls on report of SEC probe. (Oct. 6, 2025)

Netflix stock snaps five-day losing streak after conservative backlash. (Oct. 6, 2025)

Micron stock hits record high after bullish report. (Oct. 6, 2025)

AMD stock surges as chipmaker latest to get OpenAI deal. (Oct. 6, 2025)

Photo: Serve Robotics sidewalk delivery robot in Chicago. (Serve Robotics)