Week in review: AMD, Arlo, Astera Labs, Ouster, SharkNinja, Supermicro, Zebra earnings

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

Ouster is laser-focused on being the eyes of physical AI. CEO touts lidar’s expanding reach. (Aug. 8, 2025)

Apple stock retakes key level after dodging tariff bullet. (Aug. 8, 2025)

Arlo stock leaps as home security camera firm beats views. (Aug. 8, 2025)

Take-Two tops June-quarter targets, touts ambitious game pipeline. (Aug. 7, 2025)

President Trump rocks chip stocks with tariff talk, Intel comments. (Aug. 7, 2025)

SharkNinja jumps on strong Q2 earnings, raised guidance. (Aug. 7, 2025)

AppLovin stock stages breakout after beat-and-raise Q2 report. (Aug. 7, 2026)

Symbotic stock falls as warehouse automation firm misses with outlook. (Aug. 6, 2025)

Apple stock rises on company’s new U.S. investment commitment. (Aug. 6, 2025)

Super Micro Computer tanks after missing across the board. (Aug. 5, 2025)

AMD stock slides after chipmaker posts in-line earnings. (Aug. 5, 2025)

Astera Labs stock surges after chipmaker tops Q2 targets, guides up. (Aug. 5, 2025)

Nvidia, Broadcom, chip stocks fall on looming Trump tariffs. (Aug. 5, 2025)

Roku launches low-cost subscription video service. (Aug. 5, 2025)

Zebra sprints past Q2 earnings target, trips on conservative outlook. (Aug. 5, 2025)

Broadcom rounds out AI networking portfolio with new Jericho chip. (Aug. 4, 2025)

Data center spending strength bodes well for Nvidia stock. (Aug. 4, 2025)

Spotify stock rises as music streamer raises prices in international markets. (Aug. 4, 2025)

Evergreen stories:

Apple stock: Time to buy or sell? What investors need to know. (Aug. 4, 2025)

Photo: Arlo security camera with solar power panel. (Arlo Technologies)

Week in review: AMD, AppLovin, Arm, CDW, EA, SharkNinja, SoundHound earnings

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

Humanoid robots could ease labor shortages, maybe even care for seniors. (May 8, 2025)

SoundHound AI garbles first-quarter report. Stock drops. (May 8, 2025)

Nvidia stock wobbles on uncertainty over Trump AI chip policy. (May 8, 2025)

SharkNinja cooks up tasty first-quarter earnings report. Stock jumps. (May 8, 2025)

AppLovin trounces Q1 targets on strong ad revenue growth. (May 7, 2025)

Arm stock falls after chip designer gives weak guidance. (May 7, 2025)

Tech reseller CDW tops Q1 targets on strong PC sales. (May 7, 2025)

Electronic Arts crushes quarterly targets. EA stock jumps late. (May 6, 2025)

AMD delivers beat-and-raise Q1 report. Stock wavers. (May 6, 2025)

Super Micro Computer stock falls on weak outlook. (May 6, 2025)

Take-Two stock jacked up on second “GTA 6” game trailer. (May 6, 2025)

Trump tariff threat ends Netflix’s 11-day winning streak. (May 5, 2025)

Commvault, IBD Stock of the Day, locks up solid gains after earnings report. (May 5, 2025)

Photo: SharkNinja product Ninja Swirl by Creami frozen dessert maker (SharkNinja)

Week in review: Spotify, Netflix hold up during market drop

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

Spotify “super fans” interested in high-end tier. (March 28, 2025)

AppLovin responds to short sellers, lawyers up. (March 28, 2025)

AppLovin stock tumbles on short-seller takedown. (March 27, 2025)

Investors seek safe harbor in entertainment stocks Netflix, Spotify. (March 27, 2025)

AMD stock downgraded as chipmaker lags Nvidia in AI. (March 27, 2025)

Supermicro stock not out of the doghouse yet. (March 26, 2025)

Nvidia’s China sales face new threat: Beijing’s energy-use rules. (March 26, 2025)

U.S. trade restrictions remain big overhang on AI chip stocks. (March 25, 2025)

Broadcom lowers power consumption with latest AI networking chips. (March 25, 2025)

Apple joins AI data center race after Siri mess. (March 24, 2025)

Apple iPhone owners are postponing upgrades, survey shows. (March 24, 2025)

Is Netflix stock fully valued or does it have room to rise? (March 24, 2025)

Evergreen stories:

Is Netflix stock a buy ahead of first-quarter earnings report? (March 26, 2025)

Is AMD stock a buy before chipmaker’s first-quarter report? (March 26, 2025)

Is Apple stock a buy amid sluggish iPhone sales? (March 24, 2025)

Photo: Lady Gaga greets fans at the Spotify Presents Little Monster Press Conference in March 2025. (Spotify)

Week in review: Nvidia, Dell, Duolingo, Intuit, SoundHound earnings

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

Duolingo stock plunges after Q4 earnings miss. (Feb. 28, 2025)

Nvidia could face “significant” new China AI trade restrictions. (Feb. 28, 2025)

Dell Technologies beats fiscal Q4 earnings target but sales light. (Feb. 27, 2025)

SoundHound stock howls after voice AI firm tops Q4 targets. (Feb. 27, 2025)

Duolingo beats estimates for Q4 subscribers, users, revenue. (Feb. 27, 2025)

Supermicro stock drops after officers file to sell shares. (Feb. 27, 2025)

Nvidia stock slips. CEO predicts exponential growth for AI processors. (Feb. 27, 2025)

Nvidia stock wobbles on Q4 details. Blackwell sales look strong, for now. (Live coverage) (Feb. 26, 2025)

AppLovin stock takes it in the shorts, plunges on two negative reports. (Feb. 26, 2025)

Supermicro stock surges as data-center specialist files delinquent reports. (Feb. 25, 2025)

Intuit rings up earnings beat but offers mixed outlook. (Feb. 25, 2025)

Nvidia investor worries mount ahead of AI chipmaker’s Q4 report. (Feb. 25, 2025)

Broadcom advances AI data center interconnect technology. (Feb. 25, 2025)

Adobe brings Photoshop to mobile devices as freemium app. (Feb. 25, 2025)

Apple building AI server factory in Texas as it looks to appease Trump. (Feb. 24, 2025)

Photo: Nvidia Blackwell GeForce RTX 50 series. (Nvidia)

Week in review: Microsoft introduces quantum computing chip

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

AppLovin stock drops as bulls, bears debate its valuation. (Feb. 21, 2025)

Nvidia stock pauses despite debut of Blackwell. What the king of AI chips needs now. (Feb. 20, 2025)

NetEase stock drops after video game firm posts weak sales. (Feb. 20, 2025)

Microsoft reveals its first quantum computing chip. (Feb. 19, 2025)

Apple introduces new low-cost iPhone to boost sales. (Feb. 19, 2025)

No need to tip pizza delivery driver with this tech. (Feb. 19, 2025)

Analog Devices tops estimates, sees cyclical recovery. (Feb. 19, 2025)

Garmin crushes Q4 estimates, raises targets for 2025. (Feb. 19, 2025)

Cadence Design Systems stock sinks on soft 2025 guidance. (Feb. 18, 2025)

Intel breakup mulled as vultures circle struggling chipmaker. (Feb. 18, 2025)

Evergreen stories:

Is AMD stock a buy after chipmaker hits year-plus low? (Feb. 21, 2025)

Is Apple stock a buy after iPhone 16e debut? (Feb. 20, 2025)

Is Netflix stock a buy as video streamer considers more NFL games? (Feb. 20, 2025)

Photo: Microsoft Majorana 1 quantum computing chip. (Microsoft)

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: DeepSeek impact; Apple, Microsoft earnings

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

White House faces delicate balancing act on AI chips. (Jan. 31, 2025)

Spotify cranks up the volume on profitability, new offerings. (Jan. 31, 2025)

AI fueling Apple iPhone sales but limited rollout has hurt. (Jan. 31, 2025)

Apple beats earnings target on services lift, but iPhone sales decline. (Jan. 30, 2025)

AppLovin, IBD Stock of the Day, nears buy point ahead of earnings. (Jan. 30, 2025)

Microsoft AI sales growth limited by capacity constraints. (Jan. 30, 2025)

Microsoft tops quarterly targets on surging AI business. But stock falls. (Jan. 29, 2025)

Why DeepSeek’s progress may actually be good news for AI chipmakers. (Jan. 29, 2025)

Chip gear leader ASML smashes bookings target. Stock pops. (Jan. 29, 2025)

Synopsys purchase of Ansys will fulfill company’s goal. (Jan. 28, 2025)

What’s next for Nvidia, AI chip stocks after DeepSeek “wake-up call”? (Jan. 28, 2025)

Nvidia, AI chip peers tumble on DeepSeek implications. (Jan. 27, 2025)

Photo: Nvidia AI infrastructure seen transforming industries. (Nvidia)

Week in review: Stargate AI venture, Netflix earnings

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

Microsoft earnings report will key on Azure growth, AI adoption. (Jan. 24, 2025)

Netflix stock gains a new bull. “Still not late to the party.” (Jan. 24, 2025)

Texas Instruments stock tumbles on mixed outlook. (Jan. 23, 2025)

Apple 2025 outlook: AI gets IQ boost, possible smart home products. (Jan. 23, 2025)

AppLovin stock holds strong ahead of earnings. Here’s why. (Jan. 23, 2025)

Nvidia stock rallies as chipmaker named to Stargate AI venture. (Jan. 22, 2025)

Spotify, IBD Stock of the Day, expands into self-help courses. (Jan. 22, 2025)

Netflix stock breaks out. What’s next for streaming video leader? (Jan. 22, 2025)

Netflix smashes subscriber estimates, sending shares higher. (Jan. 21, 2025)

SoundHound makes tempting offer to carmakers. AI stock surges. (Jan. 21, 2025)

Why Apple stock got hit by downgrades, price-target cuts. (Jan. 21, 2025)

Nvidia stock treading water ahead of these risks, potential catalysts. (Jan. 21, 2025)

Photo: Nvidia CEO Jensen Huang keynote at CES 2025. (Nvidia)

Week in review: Netflix stock price-target hikes, Micron earnings whiff

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

Nvidia, AI chip stocks get lift from bullish Morgan Stanley report. (Dec. 20, 2024)

AppLovin, IBD Stock of the Day, earns positive reviews for new service. (Dec. 20, 2024)

Netflix preps for big week: 2 NFL games, “Squid Games 2.” (Dec. 20, 2024)

AI fueling Duolingo’s next growth phase, analyst says. (Dec. 19, 2024)

Strong AI data-center business not enough to help Micron. (Dec. 19, 2024)

Accenture tops quarterly targets but lowers earnings outlook. (Dec. 19, 2024)

Micron stock dives as chipmaker whiffs on guidance. (Dec. 18, 2024)

Netflix stock nabs price-target hikes after shares climb. (Dec. 18, 2024)

Apple Intelligence still not driving iPhone sales. AI upgrade cycle yet to arrive. (Dec. 18, 2024)

Video game industry outlook for 2025 features blockbuster title, new console. (Dec. 17, 2024)

Amphenol, IBD Stock of the Day, showing accelerating growth. (Dec. 16, 2024)

Nvidia stock hits sell zone on power-chip overheating issue. (Dec. 16, 2024)

Supermicro stock falls as Nasdaq 100 dumps AI data center specialist. (Dec. 16, 2024)

SoundHound called “underappreciated pure play AI company.” (Dec. 16, 2024)

Photo: Actress Sofia Carson attends the premiere of the Netflix movie “Carry-On” at the Egyptian Theatre Hollywood on Dec. 5 in Los Angeles. (Netflix)

Week in review: Broadcom, Adobe earnings; Netflix ‘big year’ ahead

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

Taiwan Semiconductor, IBD Stock of the Day, gets Broadcom boost. (Dec. 13, 2024)

Broadcom stock soars on massive AI chip opportunity. (Dec. 13, 2024)

Broadcom stock rises on reassuring Q4 results, fueled by AI chip sales. (Dec. 12, 2024)

Adobe investors impatient for AI monetization. (Dec. 12, 2024)

Adobe stock drops on disappointing 2025 outlook. (Dec. 11, 2024)

Broadcom stock nears buy point on Apple AI server chip news. (Dec. 11, 2024)

Apple stock hits record high on second wave of AI features. (Dec. 11, 2024)

Netflix stock rises as executive touts “big year” ahead. (Dec. 11, 2024)

Supermicro customers staying put while investors flee. (Dec. 10, 2024)

AppLovin stock pullback called “buying opportunity.” (Dec. 10, 2024)

Momentum stock AppLovin tumbles after getting rejected. (Dec. 9, 2024)

AMD stock downgraded on AI chip competition, weakening PC sales. (Dec. 9, 2024)

Nvidia stock falls as China opens anti-monopoly probe. (Dec. 9, 2024)

SoundHound makes itself heard on Wall Street with voice AI. (Nov. 27, 2024)

Photo: Singer and actress Sabrina Carpenter attends the premiere for her Netflix holiday special “A Nonsense Christmas with Sabrina Carpenter” at the Paris Theater in New York City on Dec. 5, 2024. (Netflix)

Week in review: Take-Two, AppLovin, Duolingo, AI chip stocks post Q3 results

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

Macom Technology Solutions joins AI data center chip parade. (Nov. 8, 2024)

SiTime surges 19%, latest chip stock to catch AI wave. (Nov. 7, 2024)

Take-Two stock spikes on quarterly beat, longer-term outlook. (Nov. 7, 2024)

Investors love-bomb AppLovin stock after big Q3 beat. (Nov. 7, 2024)

AppLovin stock soars as software firm crushes Q3 targets. (Nov. 6, 2024)

Arm delivers beat-and-raise report but keeps full-year outlook unchanged. (Nov. 6, 2024)

Qualcomm beats quarterly estimates, guides higher. Stock jumps. (Nov. 6, 2024)

Duolingo stock drops as earnings beat is lost in translation. (Nov. 6, 2024)

Video game firm Take-Two clears September-quarter hurdles, trips on outlook. (Nov. 6, 2024)

Analysts abandon Super Micro after negative quarterly update. (Nov. 6, 2024)

Artificial intelligence will be key focus area for President-elect Trump. (Nov. 6, 2024)

Super Micro stock tumbles anew as data center firm cuts sales outlook. (Nov. 5, 2024)

Astera Labs heads skyward after stellar Q3 earnings report. (Nov. 5, 2024)

AI stock Astera Labs jumps on beat-and-raise third-quarter report. (Nov. 4, 2024)

Will Super Micro stock get delisted? Dell stock gains amid uncertainty. (Nov. 4, 2024)

Evergreen stories:

Is Netflix stock a buy after beat-and-raise earnings report? (Nov. 4, 2024)

Is Apple stock a buy after September-quarter earnings? (Nov. 4, 2024)

Is AMD stock a buy after its Q3 earnings report? (Nov. 4, 2024)

Photo: Cover art for Take-Two video game “NBA 2K 25.” (Take-Two Interactive Software)

Week in review: Apple launches Apple Intelligence

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

Vertiv finds gold in AI data center plumbing. “This is a long-term trend,” says CEO. (Nov. 1, 2024)

Apple stock sinks on disappointing sales outlook. (Nov. 1, 2024)

Apple beats September-quarter targets on iPhone, services. (Oct. 31, 2024)

Intel posts larger-than-expected loss, but outlook is better than feared. (Oct. 31, 2024)

Netflix, IBD Stock of the Day, declared victor in streaming wars. (Oct. 31, 2024)

SharkNinja stock bloodied by soft holiday-quarter outlook. (Oct. 31, 2024)

Microsoft tops September-quarter targets, but misses with sales outlook. (Oct. 30, 2024)

Dell poised to gain market share amid Super Micro’s troubles. (Oct. 30, 2024)

Super Micro Computer stock plummets after accounting firm resigns. (Oct. 30, 2024)

Garmin smashes third-quarter views, guides higher. Stock breaks out. (Oct. 30, 2024)

Electronic Arts scores earnings beat from key sports titles. (Oct. 29, 2024)

AMD delivers mixed Q3 results, light guidance; Stock sinks. (Oct. 29, 2024)

Broadcom stock rises on deal to make AI chips for OpenAI. (Oct. 29, 2024)

AppLovin stock gets favorable comparison to Google. (Oct. 29, 2024)

Zebra Technologies charges past Q3 goals, sees AI opportunity. (Oct. 29, 2024)

Cadence Design Systems trounces Q3 estimates, raises profit outlook. (Oct. 28, 2024)

Apple Intelligence launches along with new iMac computers. (Oct. 28, 2024)

Taiwan Semiconductor stock falls on China trade breach. (Oct. 28, 2024)

Photo: Apple Intelligence on iPhone, iPad and Mac. (Apple)

Week in review: CHIPS Act update; Impinj, Logitech, TI, Vertiv earnings

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

Uncle Sam wants semiconductors made in America. The CHIPS Act may fall short. (Oct. 25, 2024)

Nvidia and other chip stocks rise on analyst comments. These are the top picks. (Oct. 25, 2024)

Apple stock downgraded to sell ahead of earnings. Here’s why. (Oct. 25, 2024)

Celestica, IBD Stock of the Day, rockets after earnings report. (Oct. 24, 2024)

AI data centers are driving business for these tech infrastructure stocks. (Oct. 24, 2024)

Tracking-chip maker Impinj homes in on beat-and-raise report. (Oct. 23, 2024)

Apple stock drops after analyst reports cut in iPhone 16 orders. (Oct. 23, 2024)

Arm, Qualcomm shares fall as chip giants spar over tech licensing. (Oct. 23, 2024)

Data center supplier Vertiv beats Q3 targets but misses with sales outlook. (Oct. 23, 2024)

Chipmaker Texas Instruments tops Q3 views but guides low. (Oct. 22, 2024)

Logitech beats quarterly targets on strong PC, gaming peripheral sales. (Oct. 22, 2024)

Apple stock buoyed by reassuring iPhone 16 sales data. (Oct. 21, 2024)

AppLovin stock surges as analysts show their love. (Oct. 21, 2024)

Evergreen stories:

Is Netflix stock a buy after beat-and-raise earnings report? (Oct. 21, 2024)

Is AMD stock a buy ahead of Q3 earnings report? (Oct. 21, 2024)

Is Apple stock a buy before September-quarter earnings? (Oct. 21, 2024)

Photo: Impinj celebrates inclusion in the S&P SmallCap 600 index. (Impinj)

Week in review: Apple introduces iPhone 16 smartphone lineup

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

Spotify looks to beef up audio service with videos. (Sept. 13, 2024)

Arm stock retakes key level after getting fresh buy rating. (Sept. 13, 2024)

Apple begins taking preorders for AI-enabled iPhone 16 handsets. (Sept. 13, 2024)

Adobe stock falls after creative software firm gives light guidance. (Sept. 12, 2024)

Netflix stock up as advertising revenue growth accelerates. (Sept. 12, 2024)

AI chip growth story intact for Nvidia, Broadcom: analyst. (Sept. 12, 2024)

Arm Holdings stock called “top pick” on edge AI opportunity. (Sept. 11, 2024)

AppLovin stock soars on price-target hike for AI, e-commerce growth. (Sept. 11, 2024)

These chipmakers called biggest beneficiaries of iPhone 16. (Sept. 10, 2024)

Apple Intelligence won’t be available for iPhone 16 launch. (Sept. 10, 2024)

Apple stock ekes out gain on iPhone 16 rollout (Live coverage). (Sept. 9, 2024)

Nvidia gross margin concerns are overblown: analyst. (Sept. 9, 2024)

Evergreen stories:

Is Apple stock a buy after iPhone 16 launch event? (Sept. 11, 2024)

Is Netflix stock a buy as streaming video leader flexes its muscles? (Sept. 9, 2024)

Is AMD stock a buy amid Intel’s struggles? (Sept. 9, 2024)

Photo: Apple iPhone 16 with Siri (Apple)

Week in review: Nvidia, Autodesk, Best Buy, Dell, Marvell earnings

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

Marvell Technology seeing strong AI chip demand. (Aug. 30, 2024)

AI computer sales fuel Dell’s better-than-expected Q2 results. (Aug. 30, 2024)

Arista Networks, IBD Stock of the Day, cashing in on AI spending wave. (Aug. 30, 2024)

Autodesk beats fiscal Q2 goals, ups full-year outlook. (Aug. 29, 2024)

AppLovin, IBD Stock of the Day, hits buy point following post-earnings surge. (Aug. 29, 2024)

Nvidia stock drops despite bullish analyst calls for AI chipmaker. (Aug. 29, 2024)

Best Buy tops second-quarter targets on strong tablet, computer sales. (Aug. 29, 2024)

Nvidia stock: “Smaller beat” a warning sign? (Live coverage) (Aug. 28, 2024)

Netflix, IBD Stock of the Day, flirts with buy zone as video streamer dominates. (Aug. 28, 2024)

SMCI stock plunges as Super Micro Computer delays 10-K filing. (Aug. 28, 2024)

Netflix stock returns to buy zone after price-target hike. (Aug. 27, 2024)

Apple stock rises on fall product launch event anticipation. (Aug. 27, 2024)

SMCI stock tumbles as short seller accuses Super Micro of accounting irregularities. (Aug. 27, 2024)

How Nvidia is building a moat to fend off AI challengers. (Aug. 27, 2024)

Spotify stock has several tailwinds, analyst says. (Aug. 26, 2024)

Apple likely to pivot to smart glasses from Vision Pro. (Aug. 26, 2024)

Photo: Nvidia vGPU (Nvidia)

Week in review: Super Micro Computer, SharkNinja, GlobalFoundries, AppLovin earnings

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

Super Micro Computer CEO wants AI data centers to go green. (Aug. 9, 2024)

SharkNinja CEO credits company success to constant product innovation. (Aug. 9, 2024)

Recent IPO Life360 impresses with first quarterly report. (Aug. 9, 2024)

Cirrus Logic stock up after June-quarter beat-and-raise report. (Aug. 9, 2024)

Take-Two Interactive Software beats earnings goal but sales light. (Aug. 8, 2024)

SharkNinja, IBD Stock of the Day, cooks up tasty quarterly earnings report. (Aug. 8, 2024)

SharkNinja slays second-quarter estimates, raises full-year outlook. (Aug. 8, 2024)

AppLovin tops earnings estimate on in-line sales in second quarter. (Aug. 7, 2024)

Netflix stock rises as video streamer predicted to raise prices. (Aug. 7, 2024)

Super Micro Computer misses targets, announces 10-for-1 stock split. (Aug. 6, 2024)

Chipmaker GlobalFoundries beats Q2 goals, gives mixed outlook. (Aug. 6, 2024)

Nvidia stock, hardware partners punished by AI chip delay. (Aug. 5, 2024)

Evergreen stories:

Is Netflix stock a buy after video streamer’s Q2 report? (Aug. 9, 2024)

Is AMD stock a buy after chipmaker’s Q2 earnings report? (Aug. 9, 2024)

Is Apple stock a buy or sell as Warren Buffett slashes stake? (Aug. 5, 2024)

Photo: Super Micro Computer CEO Charles Liang. (Super Micro Computer)

Week in review: Micron earnings, Apple’s AI focus

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

Apple poised to lead consumer AI market, analyst says. (June 28, 2024)

AppLovin, IBD Stock of the Day, seen profiting from AI tool. (June 28, 2024)

Nvidia stock value debated after recent decline. (June 27, 2024)

Chip gear stocks rise on Micron’s capex plans. (June 27, 2024)

Micron stock drops, pulls down other top semiconductor stocks. (June 27, 2024)

Memory-chip maker Micron beats Q3 targets, but in-line outlook disappoints. (June 26, 2024)

Apple hopes to stand out as privacy-focused AI company. (June 26, 2024)

Cloud capex spending binge to continue in 2025, aiding Super Micro, Arista Networks. (June 25, 2024)

Apple iPhone 16 sales likely “stronger for longer.” (June 25, 2024)

Microsoft stock hits record high but pulls back. (June 24, 2024)

European Union challenges weigh on Apple stock. (June 24, 2024)

Evergreen stories:

Is Netflix stock a buy before video streamer’s Q2 report? (June 27, 2024)

Is AMD stock a buy after chipmaker’s Computex announcements? (June 27, 2024)

Is Microsoft stock a buy as software giant promotes AI advances? (June 27, 2024)

Is Apple stock a buy after tech giant reveals AI strategy? (June 27, 2024)

Photo: Micron HBM3E high-bandwidth memory chips. (Micron Technology)

Week in review: Automate 2024 conference; Arm, EA, Roblox, SharkNinja, SoundHound earnings

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

SharkNinja chief bullish on expansion into outdoor products. (May 10, 2024)

IBD Stock of the Day, Taiwan Semiconductor, jumps on April sales report, lifts fabless chipmakers. (May 10, 2024)

AI chip stocks hit wall of inflated expectations. (May 10, 2024)

Nvidia favorite SoundHound AI delivers beat-and-raise report. (May 9, 2024)

Roblox stock plunges on firm’s weak outlook. Investors say “game over.” (May 9, 2024)

SharkNinja beats first-quarter goals with strong kitchen device sales. (May 9, 2024)

Arm stock falls as chip designer misses with full-year sales outlook. (May 8, 2024)

AppLovin stock jumps on Q1 beat as advertising market improves. (May 8, 2024)

Industrial robots getting AI smarts to spur next growth phase. (May 8, 2024)

Investors knock out EA stock after game publisher’s March-quarter miss. (May 7, 2024)

Hot IPO stock Astera Labs beats Q1 targets on AI infrastructure spending. (May 7, 2024)

Apple touts AI capabilities of new iPad Pro tablets with cutting-edge chip. (May 7, 2024)

Chipmaker GlobalFoundries tops Q1 views, offers reassuring outlook. (May 7, 2024)

Bonus coverage of Automate 2024 conference on X:

Automate conference in Chicago kicks off with great talk by “Moneyball” legend and former Oakland Athletics exec Billy Beane on baseball and data-based decision making. (May 6, 2024)

View from the show floor at Automate Show. (May 6, 2024)

Photo: A Yaskawa robot moves assorted packages onto a conveyor belt at Automate 2024. (Patrick Seitz)

Week in review: Nvidia validates humanoid robots

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

Apple stock rises on AI Mac news. Shares look to retake key level. (April 12, 2024)

Netflix stock treading water ahead of Q1 earnings report. (April 12, 2024)

Chipmaker Marvell touts new AI business but market shrugs. (April 11, 2024)

Microsoft, IBD Stock of the Day, holds tight in uncertain market. (April 11, 2024)

Apple’s AI iPhone could see 5G-like upgrade cycle. (April 11, 2024)

How AI powerhouse Nvidia validates humanoid robots with new initiative. (April 11, 2024)

Nvidia, IBD Stock of the Day, shakes off AI chip competition. (April 10, 2024)

AI chip boom drives Q1 sales beat for Taiwan Semiconductor Manufacturing. (April 10, 2024)

This semiconductor stock called underappreciated play on U.S. chip reshoring. (April 9, 2024)

Arm stock wavers as Google introduces Arm-based data center processor. (April 9, 2024)

AppLovin stock rises after positive showing at mobile apps event. (April 8, 2024)

Semiconductor stocks Arm, Micron, TSMC advance on positive news. (April 8, 2024)

Evergreen stories:

Is Netflix stock a buy before video streamer’s first-quarter report? (April 8, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (April 8, 2024)

Is AMD stock a buy before chipmaker’s first-quarter earnings report? (April 8, 2024)

Is Apple stock a buy amid myriad challenges? (April 8, 2024)

Photo: Nvidia CEO Jensen Huang flanked by humanoid robots in development. (Nvidia)

Week in review: Roku, AppLovin, GlobalFoundries, SharkNinja earnings

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

Adobe tumbles as OpenAI invades its turf with video creation tool. (Feb. 16, 2024)

Nvidia set for “most important earnings report of the year.” (Feb. 16, 2024)

Streaming video platform Roku tops user target, but stock drops. (Feb. 15, 2024)

Applied Materials stock surges after beat-and-raise earnings report. (Feb. 15, 2024)

InterDigital, IBD Stock of the Day, surprises with big beat-and-raise report (Feb. 15, 2024)

Super Micro Computer extends dizzying climb on bullish report. (Feb. 15, 2024)

SharkNinja slays fourth-quarter targets on strong holiday sales. (Feb. 15, 2024)

AppLovin gets kisses for Valentine’s Day earnings beat. (Feb. 14, 2024)

Apple’s AI strategy could include more useful virtual assistant, Siri 2.0. (Feb. 14, 2024)

Semiconductor market starting to recover, chip gear maker says. (Feb. 14, 2024)

Walmart reportedly wants to buy TV maker Vizio. Roku stock falls on the news. (Feb. 13, 2024)

AI stocks pull back after steep climb. Microsoft Copilot reviews are mixed. (Feb. 13, 2024)

GlobalFoundries latest chipmaker to guide lower for March quarter. (Feb. 13, 2024)

Cadence Design Systems stock falls on disappointing earnings outlook. (Feb. 12, 2024)

Arm continues meteoric rise amid AI stock buying frenzy (Feb. 12, 2024)

Evergreen stories:

Is Microsoft stock a buy as software giant touts artificial intelligence? (Feb. 12, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Feb. 12, 2024)

Is Netflix stock a buy after video streamer’s fourth-quarter report? (Feb. 12, 2024)

Is Apple stock a buy after December-quarter earnings and Vision Pro launch? (Feb. 12, 2024)

Photo: SharkNinja’s Ninja DoubleStack XL vertical two-basket air fryer. (SharkNinja)