Saturday, March 21, 2026
Week in review: Nvidia GTC news; Micron earnings beat
The following is a roundup of my stories from Investors.com.
Dell stock jumps as computer maker seen benefiting from Supermicro woes. (March 20, 2026)
Advanced Energy nabs price-target hike. (March 20, 2026)
Adobe stock hits 7-year low after it’s branded AI loser. (March 19, 2026)
Micron stock falls as investors suspect peak is near and take profits. (March 19, 2026)
Micron obliterates Wall Street’s Q2 targets on AI data center business. (March 18, 2026)
Spotify stock has multiple catalysts ahead, analyst says. (March 18, 2026)
Nvidia preparing to cash in on China AI market. (March 18, 2026)
Nvidia “checks all the boxes,” but stock remains range-bound. Here’s why. (March 17, 2026)
Semtech stock falls despite chipmaker posting beat-and-raise report. (March 16, 2026)
Nvidia doubles AI hardware forecast, touts new inferencing chip. (March 16, 2026)
Photo: Nvidia CEO Jensen Huang speaks at the company’s GTC 2026 conference in San Jose, Calif. (Nvidia)
Saturday, March 14, 2026
Week in review: Adobe CEO steps down; Synopsys unveils new chip design tools
The following is a roundup of my stories from Investors.com.
Tech trends turned memory players into powerful AI stocks. What investors should know. (March 13, 2026)
Nvidia partner Synopsys accelerates shift from silicon to systems. (March 13, 2026)
Adobe stock falls despite better-than-expected report as CEO steps down. (March 12, 2026)
Nvidia GTC event set for Monday. Here’s what to expect from the AI leader. (March 12, 2026)
Dell, IBD Stock of the Day, buoyed by “Texas-size AI backlog.” (March 12, 2026)
Synopsys unveils new tools for designing AI chips, systems. (March 11, 2026)
Nvidia invests $2 billion in Nebius to fund AI data center buildout. (March 11, 2026)
Chip gear spending shows no signs of slowing, analyst says. (March 10, 2026)
Nvidia invests in AI startup Thinking Machines. (March 10, 2026)
Chip foundry TSMC says its sales rose 22% in February. (March 10, 2026)
Photo: Adobe and Major League Baseball on March 9 announced an expansion of their multiyear partnership. Adobe will help drive the next generation of digital fan experiences for MLB. (Adobe)
Saturday, March 7, 2026
Week in review: Broadcom, Marvell earnings; Apple iPhone 17e, MacBook Neo launch
The following is a roundup of my stories from Investors.com.
Marvell gets AI sales boost in fiscal Q4. Stock rises. (March 5, 2026)
Broadcom shows AI infrastructure spending remains strong. (March 5, 2026)
Broadcom tops fiscal Q1 targets, guides above views on AI strength. (March 4, 2026)
Semtech expands data center portfolio with acquisition. (March 4, 2026)
Apple enters budget notebook PC market with MacBook Neo. (March 4, 2026)
Apple refreshes MacBook computers, Studio Display lineup. (March 3, 2026)
Ouster, the "eyes" of physical AI, delivers Q4 earnings surprise. (March 3, 2026)
Credo Technology beats fiscal Q3 targets, but still disappoints. (March 2, 2026)
Apple introduces low-cost iPhone 17e, upgraded iPad Air. (March 2, 2026)
Photo: Apple MacBook Neo notebook computer. (Apple)
Subscribe to:
Comments (Atom)


