Saturday, December 27, 2025

Week in review: 2026 predictions for Apple, Microsoft; Nvidia-Groq deal


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

Nvidia deal with Groq called “strategic” amid rise of custom AI chips. (Dec. 26, 2025)

Nvidia, IBD Stock of the Day, actionable ahead of CES news. (Dec. 24, 2025)

Microsoft will “prove doubters wrong” in 2026 with AI-fueled growth. (Dec. 24, 2025)

Citi makes left-field choice for top pick among chip stocks. (Dec. 23, 2025)

Will 2026 be the year Apple finally joins the AI race? (Dec. 23, 2025)

Nvidia stock climbs on China export news. (Dec. 22, 2025)

Photo: Microsoft Ignite conference 2025. (Microsoft)

Saturday, December 20, 2025

Week in review: Micron stuns with earnings beat, Nvidia stock called ‘cheap’


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

Nvidia stock looks “cheap,” analysts say. (Dec. 19, 2025)

Lam Research, IBD Stock of the Day, hits all-time high on 2026 prospects. (Dec. 19, 2025)

Micron stock jumps on “stunning” quarterly results, guidance. (Dec. 18, 2025)

Micron stock surges as memory-chip maker smashes estimates. (Dec. 17, 2025)

Apple seen moving from AI laggard to leader in 2026. (Dec. 17, 2025)

Micron getting tailwind from rising memory-chip prices. (Dec. 16, 2025)

SharkNinja stock lands on three “top picks” lists for 2026. (Dec. 15, 2025)

KLA stock nears buy point as chip-gear maker upgraded. (Dec. 15, 2025)

Nvidia reportedly seeing high demand from China for H200 AI chips. (Dec. 15, 2025)

Photo: Micron 1-beta DRAM wafer (Micron Technology)

Saturday, December 13, 2025

Week in review: Adobe, Broadcom, Synopsys earnings reports


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

Adobe stock rebounds on improved AI outlook. (Dec. 12, 2025)

Can Semtech notch a new record with its “nichey, difficult-to-do technologies”? (Dec. 12, 2025)

Why Broadcom stock is down despite beat-and-raise report. (Dec. 12, 2025)

Broadcom stock wavers despite beat-and-raise quarterly report. (Dec. 11, 2025)

Creative software leader Adobe tops Q4 targets, moves the chains. (Dec. 10, 2025)

Nvidia partner Synopsys beats Q4 views but gives mixed outlook. (Dec. 10, 2025)

Taiwan Semiconductor stock hits buy point after sales report. (Dec. 10, 2025)

Apple stock gets three price-target hikes. Here’s why. (Dec. 9, 2025)

What Trump’s China chip deal means for Nvidia stock. (Dec. 9, 2025)

Wall Street sours on Netflix stock amid Warner Bros. acquisition. (Dec. 8, 2025)

Marvell stock down as Microsoft mulls switch to Broadcom for custom chips. (Dec. 8, 2025)

Photo: Adobe Creative Studio with generative AI features. (Adobe)