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: Facebook parent Meta launches Twitter rival Threads

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

Generative AI is driving “the next supercycle of cloud computing.” (July 7, 2023)

Alibaba stock rises as China concludes probe of affiliate Ant Group. (July 7, 2023)

Adobe, IBD Stock of the Day, looks to monetize generative AI. (July 6, 2023)

Is Meta’s Threads app a “Twitter killer”? Social media users debate new service. (July 6, 2023)

Google, IBD Stock of the Day, fends off Microsoft’s AI-powered Bing. (July 5, 2023)

Meta stock rises as Facebook parent prepares to launch Twitter rival. (July 5, 2023)

Photo: Threads app on smartphone. (Meta Platforms)

Week in review: Activision inks e-sports broadcast deal; Broadcom buys CA

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

Apple R&D spending way up, but not much to show for it. (July 13, 2018)

Modest growth seen for Apple’s next-generation iPhones. (July 13, 2018)

Infosys quarterly earnings beat views, but revenue comes up short. (July 13, 2018)

Microsoft stock spikes to record high on earnings expectations. (July 12, 2018)

Netflix stock hit with downgrade ahead of earnings report. (July 12, 2018)

Analysts criticize Broadcom acquisition of CA Technologies. (July 12, 2018)

Broadcom to buy enterprise software firm CA for $18.9 billion. (July 11, 2018)

Activision signs esports broadcast deal with Disney for Overwatch League. (July 11, 2018)

Netflix earnings report next possible catalyst for stock. (July 11, 2018)

Streaming music leader Spotify notches record high on bullish views. (July 11, 2018)

Augmented reality seen boosting Apple revenue. (July 11, 2018)

Waymo could add way mo’ to Alphabet’s stock price. (July 10, 2018)

Spotify stock initiated at neutral, limited upside seen. (July 10, 2018)

Cloud computing giants taking bigger share of enterprise IT spending. (July 9, 2018)

Analyst turns positive on Baidu, cuts estimates for Alibaba, Tencent. (July 9, 2018)

Chip equipment stocks get price-target cuts on market slowdown. (July 9, 2018)

Photo: Overwatch League inaugural season. (Activision Blizzard)

Week in review: Smart speaker competition

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

IPhone demand “steady” as Apple Watch, HomePod outlook bright. (July 7, 2017)

Apple-Qualcomm legal dispute likely to be “long and ugly.” (July 7, 2017)

Two chip-gear stocks soar on bullish report ahead of big conference. (July 7, 2017)

Apple looking to use OLED screens on all new iPhones next year. (July 6, 2017)

MKS Instruments initiated at buy; Chip gear mergers heat up. (July 6, 2017)

Fiber-optic stocks rated strong buys; One gets big price-target hike. (July 6, 2017)

Chipmakers Microsemi, Skyworks Solutions snare fresh buy ratings. (July 6, 2017)

Apple iPhone demand soft, but that’s OK, analyst contends. (July 5, 2017)

These new smart speakers aim to push Amazon Echo off the shelf. (July 5, 2017)

These stocks poised to benefit from 3D-sensing smartphones. (July 3, 2017)

Microsoft planning to lay off thousands in reorganization: report. (July 3, 2017)

Roomba maker iRobot downgraded on valuation. (July 3, 2017)

Apple considering LG Display investment for OLED iPhone screens. (July 3, 2017)

Photo: China e-commerce giant Alibaba introduced a smart speaker called the Tmall Genie X1. (Alibaba)

Week in review: Applied Materials, Autodesk earnings

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

Take-Two takes three price-target hikes; Stock near record high. (May 19, 2017)

Nvidia notches new high on fresh buy rating. (May 19, 2017)

Wal-Mart, Alibaba, Autodesk upgraded; Symantec downgraded. (May 19, 2017)

CAD software firm Autodesk soars on quarterly earnings beat. (May 18, 2017)

Applied Materials hails “tremendous momentum”; EPS growth tops 100% again. (May 18, 2017)

Nvidia stock up on price-target hike; Macom rated a buy. (May 18, 2017)

Cisco price targets cut, Shake Shack upgraded, Jack In The Box Lowered. (May 18, 2018)

Macom upped on cloud data center pitch; AMD downgraded. (May 17, 2017)

What iPhone 8 delay? Morgan Stanley sees none, ups Apple price. (May 17, 2017)

Apple leads in app sales despite smaller base of users. (May 17, 2017)

Qualcomm sues Apple device manufacturers for breach of contract. (May 17, 2017)

Apple, Home Depot price targets hiked; Disney, Square downgraded. (May 17, 2017)

Chip gear makers get price-target hikes; AMD lifted by Intel deal. (May 16, 2017)

Netflix hopes Brad Pitt film can revive its flagging movie reputation. (May 16, 2017)

Dow’s Apple gets price-target hike before iPhone 8 upgrade cycle. (May 16, 2017)

Yum Brands, Intuitive Surgical called buys; Pfizer cut to sell. (May 16, 2017)

Amazon: Dot-com survivor turned river monster has fueled 64,000% gain. (May 15, 2017)

Applied Materials gets price-target hikes ahead of Q2 earnings. (May 15, 2017)

Recent IPO Trivago takes trip north after strong Q1 earnings. (May 15, 2017)

Tesla downgraded; Starbucks, Cisco, Johnson & Johnson upgraded. (May 15, 2017)

Photo: Applied Materials ProVision System. (Applied Materials)

Week in review: Adobe earnings, Intel buys Mobileye

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

Microsoft gaining ground as alternative to Amazon Web Services. (March 17, 2017)

Nintendo Switch could give Nvidia sales a boost. (March 17, 2017)

Apple could double dividend, buy Netflix with foreign cash. (March 17, 2017)

Analyst pounds table for Netflix, initiates with buy rating. (March 17, 2017)

Adobe stock soars on Q1 beat-and-raise report. (March 17, 2017)

Adobe beats on earnings, sales; Shares hit new high after close. (March 16, 2017)

Nvidia teams with Paccar to make self-driving trucks. (March 16, 2017)

GoPro keeps sharks at bay with update, but analysts unsure. (March 16, 2017)

This news suggests Apple iPhone “supercycle is brewing.” (March 16, 2017)

Jabil Circuit beats Q2 sales, earnings views; Guidance in line. (March 15, 2017)

Qorvo upgraded to buy, Intel downgraded to neutral. (March 15, 2017)

Nvidia forges alliance to bring self-driving cars to the masses. (March 15, 2017)

Jefferies upgrades Netflix stock, though still cautious. (March 15, 2017)

Apple services business earns stock a price-target hike. (March 15, 2017)

Pandora joins on-demand streaming music fray, takes on Spotify, Apple. (March 14, 2017)

As chip gear makers hit new highs, analyst sees a pullback. (March 14, 2017)

Analog Devices, Marvell, ON Semi get price-target hikes. (March 13, 2017)

Apple iPhone 8 demand high, consumer survey shows. (March 13, 2017)

Alibaba breaks out as Yahoo details holding company. (March 13, 2017)

Why analysts say Intel’s Mobileye deal is “defensive” driving. (March 13, 2017)

Photo: Intel self-driving car graphic.

Week in review: Windows 10 off to fast start

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

Average monthly U.S. pay-TV bill approaches $100. (Sept. 3, 2015)

Apple set to unleash jumbo-size iPad Pro. (Sept. 3, 2015)

Apple TV could steal spotlight from “boring” iPhone 6S. (Sept. 3, 2015)

Apple car given 50%-60% probability of happening. (Sept. 2, 2015)

Investors fear GoPro camera demand slowing. (Sept. 2, 2015)

Netflix besieged by Hulu, Apple, Amazon, Alibaba. (Sept. 2, 2015)

DTS aims to expand HD Radio reach with acquisition. (Sept. 2, 2015)

Apple Watch looking pretty square vs. rival smartwatches. (Sept. 1, 2015)

Windows 10 off to fast start; now on 5% of PCs in use. (Sept. 1, 2015)

Photo: Windows 10 screenshot.

Week in review: Apple stock hits new highs, GoPro goes to the dogs

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

Living-dead video game hit can’t revive overall game sales. (Feb. 13, 2015)

Alibaba subject of SEC inquiry about China probe. (Feb. 13, 2015)

Ambarella stock falls hard below key support level. (Feb. 13, 2015)

Apple mega-ecosystem could lead to $1 trillion market cap. (Feb. 13, 2015)

Expedia booking positive reviews for Orbitz buy. (Feb. 13, 2015)

“Soda Saga” game performs royally for King Digital. (Feb. 13, 2015)

Apple investors watching for next big thing. (Feb. 12, 2015)

Monotype hopes for sticky business with Swyft Media. (Feb. 12, 2015)

Apple stock drives higher on car rumor, Carl Icahn comments. (Feb. 12, 2015)

HP holds on to desktop workstation market lead. (Feb. 12, 2015)

Apple hits record high; Carl Icahn sets new price target. (Feb. 11, 2015)

CDW stock takes a breather after hitting record high. (Feb. 11, 2015)

Ambarella more than just a GoPro chip supplier. (Feb. 10, 2015)

Tech reseller CDW up on strong public sector sales. (Feb. 10, 2015)

Apple partners with First Solar on massive energy plant. (Feb. 10, 2015)

Amazon Prime users on par with Netflix users for streaming video. (Feb. 10, 2015)

Online coupon companies get clipped by investors. (Feb. 10, 2015)

How low can GoPro go? Stock continues to tank. (Feb. 9, 2015)

Microsoft does largest corporate debt sale of year. (Feb. 9, 2015)

Q4 no fluke: Apple iPhone 6 sales strength to continue (Feb. 9, 2015)

Photo: GoPro camera attached to dog with pet harness. (GoPro photo.)

Week in review: GoPro earnings, Luddite awards, Kate Upton, Katy Perry

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

Automakers fuel record industrial robot orders. (Feb. 6, 2015)

Anti-Tesla Motors states win 2014 Luddite Award. (Feb. 6, 2015)

Redbox parent up on steps to return more green to investors. (Feb. 6, 2015)

“Call of Duty” maker combating foreign currency woes. (Feb. 6, 2015)

GoPro falls on gross margin forecast, lockup expiration. (Feb. 6, 2015)

GoPro guidance spooks investors, but Q4 beats. (Feb. 5, 2015)

Katy Perry tie-up adds fireworks to Glu Mobile stock. (Feb. 5, 2015)

Apple in talks with TV programmers for Internet service. (Feb. 5, 2015)

GoPro bringing action videos to Roku viewers. (Feb. 5, 2015)

Alibaba delivers tea by drone in China, beats Amazon. (Feb. 4, 2015)

Kate Upton shows Liam Neeson her special set of skills. (Feb. 4, 2015)

GoPro sell-off ahead of Q4 earnings report “overdone.” (Feb. 4, 2015)

“Grand Theft Auto” maker slays holiday quarter targets. (Feb. 4, 2015)

Netflix, Apple boost planned debt offerings. (Feb. 3, 2015)

Amazon, Sprint circling RadioShack retail locations. (Feb. 3, 2015)

Windows XP users stubbornly refuse to upgrade. (Feb. 2, 2015)

Sierra Wireless flies higher on stock upgrade. (Feb. 2, 2015)

Apple converts sapphire factory into data center. (Feb. 2, 2015)

Netflix bond issue gets another ratings downgrade. (Feb. 2, 2015)

Apple loses tablet share, prepping iPad Pro. (Feb. 2, 2015)

Photo: Kate Upton as Greek goddess Athena in the mobile game “Game of War: Fire Age.” 

Week in review: CBS launches streaming video news channel

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

GoPro mum on new cameras; SNL suggests a colonoscopy cam. (Nov. 7, 2014)

20% of iPhone owners might buy an Apple Watch, report says. (Nov. 7, 2014)

Microsoft stock inching closer to all-time high. (Nov. 6, 2014)

CBS adding Showtime, CBS News online video channels. (Nov. 6, 2014)

Dutch lead in home Wi-Fi adoption; U.S. lags. (Nov. 6, 2014)

Monotype gets its font tech deeper into advertising. (Nov. 5, 2014)

GoPro expected to enter China through Alibaba this month. (Nov. 5, 2014)

Activision boosted by “Destiny,” digital game sales. (Nov. 5, 2014)

Gold Apple Watch likely to sell for $4,000 or more. (Nov. 5, 2014)

Cloud spending going skyward, IDC predicts. (Nov. 4, 2014)

Apple preparing to phase out iPad Mini, Taiwan report says. (Nov. 4, 2014)

Disney casts spell on Apple and Google for video playback. (Nov. 4, 2014)

Apple stock hits record high on spring Apple Watch debut. (Nov. 3, 2014)

GoPro red hot after Q3 earnings and holiday guidance. (Nov. 3, 2014)

Home PC buyers stuck with Windows 8 as Win 7 sales end. (Nov. 3, 2014)

Photo: Screenshot of CBSN.

Week in review: Apple iCloud nude photo scandal breaks; Dyson robot vacuum unveiled

The following is a roundup of my stories from Investor’s Business Daily at Investors.com.

Best jokes about the Apple iCloud nude photo scandal. (Sept. 5, 2014)

Apple seeks to defuse iCloud hacking scandal ahead of event. (Sept. 5, 2014)

Apple iWatch faces hesitant consumer market. (Sept. 5, 2014)

Alibaba Group to start global IPO roadshow next week. (Sept. 5, 2014)

IRobot’s Roomba faces biggest rival yet in Dyson. (Sept. 4, 2014)

Samsung worried about Apple’s upcoming phablet. (Sept. 4, 2014)

Apple iPhone 6 priced into stock; iWatch is wild card. (Sept. 4, 2014)

Mobileye maps out plan to get to self-driving cars. (Sept. 4, 2014)

Mobileye hits brakes after Q2 earnings barely beat. (Sept. 4, 2014)

GoPro surfs higher on big holiday season expectations. (Sept. 3, 2014)

Windows 8 usage ticks up after 2 months of no growth. (Sept. 3, 2014)

Time for Apple to put up or shut up on new categories. (Sept. 3, 2014)

Apple, Home Depot breaches boost security stocks. (Sept. 2, 2014)

Apple “Sex Tape” product placement comes back to haunt it. (Sept. 2, 2014)

Apple iPhone 6 won’t have sapphire screen, report says. (Sept. 2, 2014)

Tesla Motors accelerates to new high on analyst upgrade. (Sept. 2, 2014)

Photos: Poster from 2014 comedy movie “Sex Tape” (top); James Dyson and the Dyson 360 Eye robot vacuum.