Week in review: Apple’s ‘invisible’ AI strategy; Nvidia earnings report

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

Apple’s “invisible” AI strategy weighs on its stock. What worries Wall Street. (Aug. 29, 2025)

Broadcom seen getting AI lift in quarterly report. (Aug. 29, 2025)

Autodesk rises as design software firm focuses on AI. (Aug. 29, 2025)

Ambarella stock soars on Q2 beat, edge AI growth. (Aug. 29, 2025)

Dell sinks on mixed outlook after beating Q2 targets, (Aug. 28, 2025)

Marvell stock drops as chipmaker forecasts sales below views. (Aug. 28, 2025)

Credo stock notches record high ahead of earnings report. (Aug. 28, 2025)

China uncertainty weighs on Nvidia stock. What’s next for the AI chipmaker? (Aug. 28, 2025)

Nvidia earnings: Stock falls. CEO upbeat about China market. (Aug. 27, 2025)

Micron stock called “best idea” amid business transformation. (Aug. 27, 2025)

Apple promises “awe dropping” event Sept. 9. (Aug. 26, 2025)

Semtech stock surges after chipmaker clears Q2 hurdles. (Aug. 26, 2025)

AMD stock upgraded to buy. What caused the change in sentiment? (Aug. 26, 2025)

Why Apple stock could sell off after iPhone 17 reveal. (Aug. 25, 2025)

Nvidia stock gets price-target hikes ahead of quarterly report. (Aug. 25, 2025)

Photo: Apple promotional art for its Sept. 9 product event. (Apple)

Week in review: Best Buy, Broadcom, Dell, HP, Ambarella, Pure Storage earnings

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

Broadcom beats quarterly estimates but offers in-line outlook. (Aug. 31, 2023)

Dell Technologies trounces second-quarter goals, says AI is a tailwind. (Aug. 31, 2023)

Apple iPhone 15 Pro price increases warranted, Goldman Sachs says. (Aug. 31, 2023)

How Nvidia could run the table in the AI market for years. (Aug. 31, 2023)

Pure Storage stock seesaws despite beat-and-raise earnings report. (Aug. 30, 2023)

HP misses sales goal as PC demand remains soft. (Aug. 29, 2023)

Ambarella stock tanks after computer-vision chipmaker gives weak sales outlook. (Aug. 29, 2023)

Best Buy beats second-quarter views, sees business stabilizing next year. (Aug. 29, 2023)

Jabil reduces exposure to Apple, China with division sale. (Aug. 28, 2023)

Evergreen stories:

Is Apple stock a buy ahead of iPhone 15 introduction? (Sept. 1, 2023)

Photo: Best Buy storefront (Best Buy)

Week in review: Ambarella, Dell, HP, Pure Storage earnings

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

Apple poised to debut its mixed-reality headset to a curious market. (June 2, 2023)

Broadcom stock rises on data center chip growth, AI opportunity. (June 1, 2023)

Dell stock rises after computer giant crushes first-quarter targets. (June 1, 2023)

Pure Storage growth streak ends with first-quarter report, but shares jump. (May 31, 2023)

HP misses revenue target amid continued soft PC sales. (May 30, 2023)

Computer-vision chipmaker Ambarella sees stock tumble on outlook. (May 30, 2023)

Nvidia stock hits $1 trillion market cap on AI supercomputer news. (May 30, 2023)

Photo: Ambarella computer-vision chip for security cameras. (Ambarella)

Week in review: Best Buy, Broadcom, Dell, HP, Marvell, Opera, SciPlay earnings

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

Apple stock has 5 underappreciated catalysts in the year ahead, analyst says. (March 3, 2023)

Chipmakers Broadcom, Marvell diverge with quarterly reports. (March 2, 2023)

Dell trounces estimates on solid infrastructure hardware sales. (March 2, 2023)

Tesla comments tank silicon carbide chipmakers Onsemi, STMicro, Wolfspeed. (March 2, 2023)

Best Buy beats fourth-quarter targets but consumer spending still weak. (March 2, 2023)

Casino games publisher SciPlay comes up aces with fourth-quarter report. (March 1, 2023)

Autonomous trucks are barreling ahead, but robot big rigs face a bumpy road. (March 1, 2023)

Applied Materials encroaches on ASML business with new chip gear. (March 1, 2023)

Chipmaker Ambarella tumbles on weak outlook for current quarter. (Feb. 28, 2023)

PC maker HP tops earnings target, gives upbeat profit outlook. (Feb. 28, 2023)

Web browser maker Opera belts out strong fourth-quarter report. (Feb. 27, 2023)

Photo: Best Buy associate with customer. (Best Buy)

Week in review: Best Buy, Broadcom, HP earnings

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

Here’s what you might see on the new Apple iPhone 14. (Sept. 2, 2022)

Broadcom stock rises as chipmaker delivers beat-and-raise report. (Sept. 1, 2022)

New export restrictions threaten 7% of Nvidia’s sales. (Sept. 1, 2022)

Semtech stock tanks after chipmaker whiffs on guidance. (Aug. 31, 2022)

HP misses sales target, gives disappointing outlook. (Aug. 30, 2022)

Chipmaker Ambarella edges above quarterly targets, misses with outlook. (Aug. 30, 2022)

Chipmaker AMD keeps pressure on Intel with new desktop processors. (Aug. 30, 2022)

Electronics retailer Best Buy tops lowered second-quarter targets. (Aug. 30, 2022)

Photronics stock plummets after chip gear maker guides low. (Aug. 30, 2022)

Analysts like these semiconductor stocks amid rising chip inventories. (Aug. 29, 2022)

Evergreen stories:

Is AMD stock a buy after chipmaker’s quarterly report? (Aug. 29, 2022)

Is Microsoft stock a buy after software giant’s June-quarter report? (Aug. 29, 2022)

Is Apple stock a buy ahead of iPhone 14 launch event? (Aug. 29, 2022)

Photo: Best Buy

Week in review: Best Buy, Broadcom, HP, Marvell, Arlo, Ambarella earnings

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

The growth is only beginning for Alpha & Omega Semiconductor. (March 4, 2022)

Marvell Technology stock rises on beat-and-raise report. (March 3, 2022)

Broadcom stock jumps as chipmaker beats Wall Street’s estimates. (March 3, 2022)

Best Buy sales miss views as supply issues limit product availability. (March 3, 2022)

Arlo Technologies stock rockets on earnings beat, rosy outlook. (March 2, 2022)

Micron, IBD Stock of the Day, has formed a cup-with-handle base. (March 1, 2022)

Ambarella stock falls as chipmaker delivers mixed fourth-quarter report. (Feb. 28, 2022)

HP tops quarterly targets on strong commercial PC sales. (Feb. 28, 2022)

Alpha & Omega Semiconductor, IBD Stock of the Day, nears buy point. (Feb. 28, 2022)

Photo: Best Buy store exterior (Best Buy)

Week in review: Ambarella, GlobalFoundries earnings

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

What iPhone troubles? Apple may look to augmented reality in 2022. (Dec. 2, 2021)

Ambarella beats targets on brisk sales of computer vision chips. (Nov. 30, 2021)

Chipmaker GlobalFoundries posts surprise profit on in-line sales. (Nov. 30, 2021)

Photo: GlobalFoundries held its IPO on Oct. 28, 2021. (GlobalFoundries)

Week in review: Ambarella, Apple, Microsoft, Marvell, Netflix in spotlight

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

Taiwan Semiconductor sales get lift from iPhone 13 chips. (Oct. 8, 2021)

IBD Stock of the Day Ambarella is making tracks in automotive market. (Oct. 7, 2021)

Computer-vision chips for self-driving cars to fuel Ambarella’s sales. (Oct. 7, 2021)

Chipmaker Marvell raises growth targets as data infrastructure business takes off. (Oct. 7, 2021)

Microsoft stands out in enterprise tech spending survey. (Oct. 6, 2021)

App Store likely bright spot for Apple’s September quarter. (Oct. 5, 2021)

Netflix stock riding high on “Squid Game” buzz. (Oct. 5, 2021)

Evergreen stories:

Is Roku stock a buy ahead of streaming platform’s Q3 report? (Oct. 3, 2021)

Is Netflix stock a buy before video streamer’s Q3 earnings report? (Oct. 3, 2021)

Is Apple stock a buy after iPhone 13 launch? (Oct. 3, 2021)

Is Microsoft stock a buy before software giant’s September-quarter report? (Oct. 3, 2021)

Is AMD stock a buy ahead of chipmaker’s third-quarter earnings report? (Oct. 3, 2021)

Is Intel stock a buy before chipmaker’s third-quarter earnings report? (Oct. 3, 2021)

Photo: The Netflix original series “Squid Game” from South Korea premiered on Sept. 17, 2021. (Netflix)

Week in review: Amazon branded TV, Broadcom earnings, Apple App Store concessions

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

DocuSign, IBD Stock of the Day, draws bullish chart pattern. (Sept. 3, 2021)

Amazon plans for branded television pressure Roku, Vizio shares. (Sept. 3, 2021)

Chipmaker Broadcom easily tops quarterly targets, sees momentum continuing. (Sept. 2, 2021)

Why Apple had to make another App Store concession, and could face more. (Sept. 2, 2021)

Netflix stock nears buy point as “Seinfeld” release date announced. (Sept. 1, 2021)

Chipmaker Ambarella’s shift to AI-based computer vision taking hold. (Sept. 1, 2021)

Apple, Google app stores face major challenge over payments in South Korea. (Aug. 31, 2021)

Internet of Things chipmaker Synaptics snaps up DSP in diversification push. (Aug. 30, 2021)

Photo: Amazon Fire TV with Amazon Prime Video (Amazon)

Week in review: Enterprise use of smart glasses rising

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

Enterprise use of augmented reality blazing a path for consumer smart glasses. (March 5, 2021)

Broadcom posts best sales, earnings growth in 2 years. (March 4, 2021)

Gaming headset maker Turtle Beach tops targets for holiday quarter. (March 4, 2021)

Chipmaker Marvell Technology delivers mixed results, guidance. (March 3, 2021)

FuboTV adds more subscribers than forecast, but losses mount. (March 2, 2021)

Chipmaker Ambarella tops fourth-quarter goals, guides higher. (March 2, 2021)

Casino video games publisher SciPlay draws mixed fourth-quarter results. (March 1, 2021)

Evergreen stories:

Is Apple stock a buy ahead of possible spring product launch event? (March 5, 2021)

Is Netflix stock a buy as the streamer racks up awards? (March 5, 2021)

Is Microsoft stock a buy as software giant gains cloud market share? (March 5, 2021)

Is AMD stock a buy after chipmaker’s fourth-quarter earnings report? (March 1, 2021)

Photo: Microsoft HoloLens (Microsoft)

Week in review: Broadcom, Ambarella earnings; Podcasting boom

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

Spotify, Apple, Amazon raise the stakes in podcast market. (June 5, 2020)

Broadcom stock shakes off Apple iPhone delay to complete round trip. (June 5, 2020)

Chipmaker Broadcom beats revenue goal on software sales. (June 4, 2020)

Defending Apple TV+: Too soon to write off streaming video service. (June 4, 2020)

Chipmaker Ambarella tops first-quarter targets but guides low. (June 2, 2020)

Chipmaker Qorvo, IBD Stock of the Day, gets a 5G wireless boost. (June 2, 2020)

Microsoft seen beating Apple to $2 trillion market-cap milestone. (June 2, 2020)

Apple could reach $2 trillion market cap in next four years — Here’s how. (June 1, 2020)

Video game stock Zynga surges to 8-year high on acquisition, raised outlook. (June 1, 2020)

Video game stocks to buy and watch, including esports stocks. (June 1, 2020)

What are FANG stocks, and should you invest in them? (June 1, 2020)

Is Roku stock a buy as Covid-19 shut-ins use its streaming video service? (June 1, 2020)

Photo: Joe Rogan, host of “The Joe Rogan Experience” podcast. (Spotify)

Week in review: Chipmakers, others warn on coronavirus impact

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

Chipmaker AMD presents “compelling” growth strategy at analyst day. (March 6, 2020)

Apple stock gets price-target cut on growing coronavirus impact. (March 6, 2020)

Vivint Smart Home tops fourth-quarter sales target in public debut. (March 5, 2020)

Supercomputer deal called huge win for chipmaker AMD. (March 5, 2020)

Marvell Technology surges as chipmaker beats fourth-quarter targets. (March 4, 2020)

Netflix stock called “impervious” to coronavirus impact. (March 4, 2020)

Security-camera chipmaker Ambarella beats fourth-quarter earnings goal. (March 3, 2020)

Microchip, Qorvo warn on coronavirus; AMD stock nabs upgrade. (March 3, 2020)

Video game stocks to buy and watch, including esports stocks. (March 3, 2020)

Tracking-chip maker Impinj rockets on fourth-quarter beat and raise. (March 2, 2020)

NXP Semiconductors latest tech firm to warn on coronavirus impact. (March 2, 2020)

Apple stock called oversold, upgraded to buy after big drop. (March 2, 2020)

Photo: A lab technician works for chipmaker Qorvo. (Qorvo)

Week in review: Best Buy, Autodesk, HP earnings

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

2020 predictions: Google watch, Netflix sports, smart speaker pushback. (Nov. 29, 2019)

Hot-selling Apple AirPods could face shortages this holiday season. (Nov. 29, 2019)

Jabil stock at 13-year high as contract manufacturer diversifies. (Nov. 27, 2019)

HP earnings show it doesn’t need Xerox; Dell slides on sales miss. (Nov. 27, 2019)

Autodesk beats third-quarter targets, but outlook comes up short. (Nov. 26, 2019)

Analog Devices stock seesaws as chipmaker misses Q4 targets, guides lower. (Nov. 26, 2019)

Best Buy posts better-than-expected third-quarter sales, earnings. (Nov. 26, 2019)

Video chipmaker Ambarella crushes Q3 earnings target; Stock soars late. (Nov. 25, 2019)

Netflix stock downgraded on negative cash flow problem. (Nov. 25, 2019)

Semiconductor companies: Where are they in the chip cycle? (Nov. 25, 2019)

Photo: Best Buy store in Farmington, Utah. (Best Buy)

Week in review: Smart home companies face skeptical consumers

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

The challenge for smart home companies: Getting a foot in the door. (Oct. 11, 2019)

Netflix stock faces wall of worry ahead of third-quarter earnings report. (Oct. 8, 2019)

Ambarella stock hit by latest U.S. trade ban on Chinese companies. (Oct. 8, 2019)

Apple investor focus likely shifting to 2020 iPhones: report. (Oct. 7, 2019)

Nvidia stock out of the woods, Wall Street analysts say. (Oct. 7, 2019)

Is AMD stock a buy right now? Here’s what its stock chart shows. (Oct. 7, 2019)

Photo: Apple iPhone 11 Pro. (Apple)

Week in review: Ambarella, Autodesk, Best Buy, Marvell Technology earnings

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

Universal Display stock isn’t folding but its products can. (Aug. 30, 2019)

Ambarella soars as shift to computer vision takes hold. (Aug. 30, 2019)

Samsung, other smartphone makers gamble on folding screens. (Aug. 29, 2019)

Marvell Technology outlook hit by lost Huawei business. (Aug. 29, 2019)

Apple set to unveil new iPhones on Sept. 10. (Aug. 29, 2019)

Microsoft seen “closing the gap” with cloud leader Amazon Web Services. (Aug. 29, 2019)

Best Buy delivers mixed second-quarter results, gives soft outlook. (Aug. 29, 2019)

Is AMD stock a buy right now? Here’s what its stock chart shows. (Aug. 29, 2019)

Is MU stock a buy right now? Here’s what Micron earnings, chart show. (Aug. 28, 2019)

Autodesk stock tumbles on conservative outlook in uncertain market. (Aug. 27, 2019)

Roku projected to reach 82 million active accounts by 2025. (Aug. 27, 2019)

Video game stocks hopping ahead of holiday season. (Aug. 27, 2019)

Is Spotify stock a buy right now? Here’s what earnings, charts show. (Aug. 26, 2019)

Apple’s new iPhones seen as “boring” upgrades ahead of 5G cycle. (Aug. 26, 2019)

Photo: K-pop girl group members Lisa and Jisoo of Blackpink play “Candy Crush Friends Saga” on a Samsung phone. The Candy Crush franchise is produced by King, a unit of Activision Blizzard. (Activision Blizzard)

Week in review: Google Glass 2 debuts, Qualcomm loses antitrust case

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

Rising Chinese nationalism weighs on Apple stock amid U.S. trade war. (May 24, 2019)

What are FANG stocks, and should you invest in them? (May 24, 2019)

Autodesk earnings miss views in first quarter, and stock tumbles. (May 23, 2019)

Intuit earnings top target as TurboTax maker guides higher. (May 23, 2019)

Is AMD stock a buy right now? Here’s what its stock chart, earnings show. (May 23, 2019)

Best Buy earnings top first-quarter views but shares fall on trade woes. (May 23, 2019)

Synopsys earnings beat expectations for fiscal second quarter. (May 22, 2019)

Ambarella falls as U.S. targets Chinese video surveillance firms. (May 22, 2019)

Qualcomm stock tumbles as court rules chipmaker violated antitrust law. (May 22, 2019)

Chipmaker Analog Devices lowers outlook on Huawei sales loss. (May 22, 2019)

Marvell stock rises on Avera Semiconductor purchase. (May 21, 2019)

Alphabet eyes augmented-reality market with Google Glass 2 specs. (May 20, 2019)

South Korean video game publisher Gravity defies its name. (May 20, 2019)

Photo: Google Glass Enterprise Edition 2 (Alphabet)

Week in review: Ambarella, Marvell, Resideo earnings; Industrial robot growth

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

Apple eyes 2020 launch of augmented reality glasses: analyst. (March 8, 2019)

“Fortnite” free-to-play business model upending video game stocks. (March 8, 2019)

Netflix stock downgraded as Disney, others prepare to enter market. (March 8, 2019)

Industrial robots are marching into U.S. factories at record pace. (March 7, 2019)

Digital transformation helps tech services outpace current stock market. (March 7, 2019)

Marvell Technology stock falls as chipmaker’s outlook badly misses. (March 7, 2019)

Resideo takes a double-digit plunge after earnings disappoint. (March 7, 2019)

Broadcom poised for in-line to slightly better quarterly report: analyst. (March 6, 2019)

Roku gets price-target hikes on advertising-supported video on demand. (March 6, 2019)

Semiconductor companies: Where are they in the chip cycle? (March 6, 2019)

Ambarella earnings beat views on in-line sales for fourth quarter. (March 5, 2019)

Chip stocks rebounding, but could face another rough quarter or two. (March 4, 2019)

Hot chip stock Xilinx downgraded on valuation after steep run-up. (March 4, 2019)

Photo: ABB factory robot (ABB)

Week in review: EA delays ‘Battlefield 5’; Best Buy earnings

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

Electronic Arts smacked with price-target cuts on game delay. (Aug. 31, 2018)

IDT stock leaps on talk of acquisition by Japanese chipmaker. (Aug. 31, 2018)

Video chip maker Ambarella tumbles on weak sales guidance. (Aug. 30, 2018)

Apple stock spikes to record high on news of Sept. 12 iPhone event. (Aug. 30, 2018)

Ciena stock soars after telecom gear maker trounces Q3 targets. (Aug. 30, 2018)

EA stock drops as game publisher delays “Battlefield 5.” (Aug. 30, 2018)

Semtech stock jumps as chipmaker beats second-quarter targets. (Aug. 29, 2018)

Micron CEO touts automotive chip business at new plant site. (Aug. 29, 2018)

Google-parent Alphabet gets price-target hike on Waymo prospects. (Aug. 29, 2018)

Hewlett Packard Enterprise stock jumps as adjusted earnings double. (Aug. 28, 2018)

Apple gearing up for biggest iPhone launch in four years. (Aug. 28, 2018)

Recent IPO Arlo Technologies falls on competition worries. (Aug. 28, 2018)

Best Buy beats second-quarter targets, but disappoints with earnings outlook. (Aug. 28, 2018)

Spotify stock nears all-time high after getting bullish report. (Aug. 27, 2018)

Sonos stock coverage initiated with mix of buys and holds. (Aug. 27, 2018)

AMD stock gets boost from new data-center graphics card. (Aug. 27, 2018)

Photo: Scene from “Battlefield 5.” (Electronic Arts)

Week in review: Apple WWDC, E3 preview, robot deliveries

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

E3 show to set expectations for big holiday video game launches. (June 9, 2017)

Apple dives nearly 4%, finds support at 50-day moving average. (June 9, 2017)

IBD 50 chip stock Cavium initiated with buy rating. (June 9, 2017)

Graphics chip maker Nvidia soars to record high, but reverses. (June 9, 2017)

Are drone deliveries and robotic gofers ready to serve you? (June 9, 2017)

Sirius XM makes strategic investment in Pandora Media. (June 9, 2017)

These 3 stocks are plays on the fast-growing e-sports market. (June 8, 2017)

Why being late to market doesn’t hurt Apple HomePod. (June 8, 2017)

NetEase hits record high despite sell rating; E3 show on tap. (June 8, 2017)

Dell Technologies tumbles below buy point despite solid results. (June 8, 2017)

“Star Wars,” “Call of Duty,” Scorpio vying to be top guns at E3 show. (June 7, 2017)

Device analysis reveals chip winners; Ambarella tumbles on outlook. (June 7, 2017)

This IBD 50 chip stock just notched a record high, here’s why. (June 6, 2017)

What Apple investors liked most from WWDC will surprise you. (June 6, 2017)

Apple plays catch-up with HomePod, upgraded Macs, Amazon Prime Video. (June 6, 2017)

Here’s how Apple will compete in the smart-home music market. (June 5, 2017)

Apple tied with China firm for lead in wearables. (June 5, 2017)

Apple solves iPhone 8 technical snag, production still delayed. (June 5, 2017)

Photo: Apple HomePod smart music speaker.

Week in review: Nintendo Switch launch, Snap IPO, Broadcom earnings

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

Cloudy forecast good for computer data storage firms. (March 3, 2017)

Nintendo Switch game console off to smooth start. (March 3, 2017)

Apple iPhone 8 to feature “Lightning”-fast charging. (March 3, 2017)

AMD tumbles for second straight day on Ryzen chip worries. (March 3, 2017)

Chipmakers Marvell, Micron Technology get price-target hikes. (March 3, 2017)

Analysts stay lukewarm on Snap; McDonald’s gets price-target hike. (March 3, 2017)

AMD stock hammered by disappointing game chip reviews. (March 2, 2017)

RFID chipmaker Impinj called a buy after pullback in shares. (March 2, 2017)

Apple Watch called “magnificent success,” shipments up 13%. (March 2, 2017)

Broadcom spikes to record high after beat-and-raise Q1. (March 2, 2017)

Broadcom price targets upped; Aramark named “Conviction Buy.” (March 2, 2017)

Netflix hovers below all-time high as it nears 100 million subscribers. (March 1, 2017)

Broadcom stock in record high territory after Q1 beat. (March 1, 2017)

Ambarella, Micron, Marvell upgraded; Intel, Cirrus Logic downgraded. (March 1, 2017)

Best Buy tumbles on Q4 sales miss, weak guidance. (March 1, 2017)

Ambarella, GMS upgraded; Target, Palo Alto Networks downgraded. (March 1, 2017)

Apple stock gets two price-target increases, hovers near high. (Feb. 28, 2017)

Broadcom seen posting accelerating sales, earnings growth. (Feb. 28, 2017)

Brink’s, CSX rated buys; TripAdvisor, First Solar cut to sell. (Feb. 28, 2017)

AMD stock hits 9-year high; Micron gets price-target hike. (Feb. 27, 2017)

Tesla cut to sell; Apple gets price-target hike, Buffett boost. (Feb. 27, 2017)

Photo: Nintendo Switch game console.