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: Netflix, ASML, TSMC earnings reports

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

Microsoft stock hovers in record-high territory before earnings report. (July 18, 2025)

Netflix falls, but Q2 called warmup for big content release period. (July 18, 2025)

Netflix stock dips on modest beat-and-raise earnings report. (July 17, 2025)

Vertiv bolsters AI data center offerings with acquisition. (July 17, 2025)

Chip bellwether TSMC tops Q2 earnings target, raises outlook. (July 17, 2025)

Netflix analysts upbeat but anxious ahead of Q2 report. (July 16, 2025)

Chip gear leader ASML beats Q2 targets but gives cautious outlook. (July 16, 2025)

Credo stock hits record high amid AI data center ramps. (July 15, 2025)

Wall Street cheers Nvidia’s return to China AI market. (July 15, 2025)

Broadcom ships new Ethernet switch built for AI workloads. (July 15, 2025)

Apple not rushing to follow Samsung with folding-screen iPhone. (July 14, 2025)

Microsoft stock gets price-target hike on cloud, AI businesses. (July 14, 2025)

Autodesk stock rallies as firm nixes rumored PTC acquisition. (July 14, 2025)

Photo: The “Squid Game” cast attends Netflix Tudum 2025. (Netflix)

Week in review: Netflix, Spotify, TSMC, TI earnings previews

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

Vertiv stock rebounds after overreaction to AWS news. (July 11, 2025)

AMD, IBD Stock of the Day, ready to challenge Nvidia. (July 11, 2025)

Netflix stock valuation called “fair pushback” to buy ratings. (July 11, 2025)

Autodesk stock hammered on rumored PTC acquisition. (July 10, 2025)

AMD stock upgraded to buy on AI chip pipeline. (July 10, 2025)

Taiwan Semiconductor posts strong June sales. But stock wavers. (July 10, 2025)

Microsoft stock spikes to record high on AI outlook. (July 9, 2025)

Apple needs acquisition to catch up in AI race, analyst says. (July 9, 2025)

Texas Instruments stock nears buy point ahead of Q2 report. (July 8, 2025)

SoundHound stock roars amid agentic AI push. (July 8, 2025)

Music streamer Spotify has “underappreciated pricing power.” (July 8, 2025)

Roblox stock jumps on scary hit video game. (July 7, 2025)

ServiceNow, IBD Stock of the Day, flirts with buy point before Q2 report. (July 7, 2025)

Netflix stock downgraded. Here’s why. (July 7, 2025)

Photo: Singer Miley Cyrus performs at a Spotify event in Paris. (Spotify)

Week in review: Nvidia, AMD, Intel news from Computex

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

Microsoft stock earns bullish notes on AI agents. (May 23, 2025)

What’s next for Nvidia as AI powerhouse navigates trade, demand concerns? (May 23, 2025)

Apple stock falls as Trump threatens iPhone tariff. (May 23, 2025)

Autodesk builds beat-and-raise report for fiscal first quarter. (May 22, 2025)

Tax-prep business drives Intuit’s April-quarter beat. (May 22, 2025)

Intel scores slot in Nvidia data center AI system. (May 22, 2025)

Chipmaker Analog Devices beats quarterly targets, returns to growth. (May 22, 2025)

Nvidia stock tightens up before earnings report. (May 21, 2025)

AMD aims to kick rival Intel while it’s down. (May 21, 2025)

AI push is entering “middle innings,” Microsoft chief says. (May 20, 2025)

Broadcom, IBD Stock of the Day, sets up ahead of earnings. (May 19, 2025)

AI leader Nvidia to sell hybrid systems using rival chips. (May 19, 2025)

Photo: Nvidia Chief Executive Jensen Huang speaks at Computex 2025 in Taiwan. (Nvidia)

Week in review: Netflix, TSMC, ASML earnings; Adobe AI advancements

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

Apple stock rises on upbeat iPhone sales report from China. (Oct. 18, 2024)

Netflix blasts off after big beat-and-raise earnings report. (Oct. 18, 2024)

Netflix clobbers third-quarter estimates, guides above views. (Oct. 17, 2024)

TSMC stock soars on earnings beat. Two sectors are driving demand. (Oct. 17, 2024)

Computer-aided design leader Autodesk scores fresh buy rating. (Oct. 16, 2024)

Spotify stock gets price-target hike on revenue growth, profit outlook. (Oct. 16, 2024)

Chip-gear giant ASML crashes on Q3 report, pulls down Nvidia, other stocks. (Oct. 15, 2024)

Apple, IBD Stock of the Day, breaks out after iPad Mini reveal. (Oct. 15, 2024)

Adobe is already monetizing AI, CFO says. (Oct. 15, 2024)

What Nvidia CEO says about AI giant’s competitive moat. (Oct. 14, 2024)

Why Apple stock was added to “tactical outperform” list ahead of earnings. (Oct. 14, 2024)

Adobe debuts new AI-powered tools for advertising, marketing. (Oct. 14, 2024)

Photo: Adobe generative AI used for Barbie packaging. (Adobe)

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: Netflix, Roku, Spotify in focus

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

Roku faces advertising weakness, heightened competition. (April 5, 2024)

Netflix scores Street-high price target on “solid momentum.” (April 5, 2024)

Astera Labs reaches for the stars with AI networking chips. (April 5, 2024)

Broadcom, IBD Stock of the Day, surfs higher on AI stock wave. (April 4, 2024)

Spotify price hikes signal music streamer focused on profitability. (April 4, 2024)

Taiwan quake seen having minimal impact on TSMC but raises concerns. (April 3, 2024)

Intel stock tanks after chipmaker discloses ugly foundry financials. (April 3, 2024)

Dell, IBD Stock of the Day, offers possible buy point after pullback. (April 2, 2024)

Autodesk stock drops on accounting investigation. (April 2, 2024)

Microsoft stock nabs price-target hike on AI monetization prospects. (April 1, 2024)

Apple sales, earnings seen declining in 2024 amid iPhone slowdown. (April 1, 2024)

Photo: Actress Eiza Gonzalez poses at the world premiere of her Netflix miniseries “3 Body Problem” on March 8, 2024, at the SXSW Festival in Austin, Texas. (Netflix)

Week in review: Nvidia earnings, OpenAI turmoil, Broadcom acquisition

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

Broadcom’s VMware acquisition removes overhang on AVGO stock. (Nov. 24, 2023)

Nvidia stock drops despite AI chipmaker’s big beat-and-raise report. What gives? (Nov. 22, 2023)

OpenAI circus continues as ousted chief executive returns as boss. (Nov. 22, 2023)

AI kingpin Nvidia obliterates Q3 estimates on huge data center growth. (Nov. 21, 2023)

Autodesk tops third-quarter views but gives mixed guidance. (Nov. 21, 2023)

Chipmaker Analog Devices sees sales slump continuing. (Nov. 21, 2023)

Best Buy beats earnings goal on weak sales, gives cautious outlook. (Nov. 21, 2023)

Symbotic stock jumps as warehouse automation firm posts adjusted profit. (Nov. 20, 2023)

Zoom Video Communications beats Q3 targets, but sales growth still on mute. (Nov. 20, 2023)

Microsoft hires displaced OpenAI executives, securing key AI talent. (Nov. 20, 2023)

Photo: Nvidia RTX workstation (Nvidia)

Week in review: Autodesk, Microsoft, Nvidia make artificial intelligence news

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

Applied Materials beats quarterly goals, but stock falls on criminal probe report. (Nov. 16, 2023)

Dolby Laboratories hits off-key note with year-ahead guidance. (Nov. 16, 2023)

NetEase beats third-quarter earnings goal on strong video game sales. (Nov. 16, 2023)

Microsoft debuts homegrown AI chip to lessen reliance on Nvidia. (Nov. 15, 2023)

Autodesk touts AI but macro worries weigh on near-term prospects. (Nov. 15, 2023)

Nvidia stock extends winning streak with new AI processors. (Nov. 14, 2023)

Chip gear firm Camtek delivers beat-and-raise Q3 report. (Nov. 14, 2023)

Consumer AI device race kicks off with Humane’s Ai Pin. (Nov. 13, 2023)

Evergreen stories:

Is Netflix stock a buy after video streamer’s third-quarter report? (Nov. 14, 2023)

Is AMD stock a buy after chipmaker’s third-quarter report? (Nov. 14, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (Nov. 14, 2023)

Is Apple stock a buy ahead of the holiday shopping season? (Nov. 14, 2023)

Photo: Autodesk advertises its conference on the Sphere in Las Vegas. (Autodesk)

Week in review: Nvidia, Marvell, Intuit, Autodesk, NetEase, Analog Devices earnings

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

Amazon, Google, Meta prep artificial intelligence announcements. (Aug. 25, 2023)

Chipmaker Marvell Technology narrowly beats estimates; Shares fall. (Aug. 24, 2023)

TurboTax maker Intuit tops quarterly targets but gives mixed outlook. (Aug. 24, 2023)

Will Apple’s iPhone 15 revitalize listless smartphone sales? (Aug. 24, 2023)

Chinese video game publisher NetEase tops earnings target but sales lag. (Aug. 24, 2023)

Design software firm Autodesk beats quarterly goals, guides higher. (Aug. 23, 2023)

Chipmaker Analog Devices misses targets as inventories remain high. (Aug. 23, 2023)

AI chip leader Nvidia does it again, delivers big beat-and-raise report. (Aug. 23, 2023)

“Godfather of AI” to offer quarterly results; Can investors refuse? (Aug. 21, 2023)

Photo: Nvidia graphic showing AI applications (Nvidia)

Week in review: Nvidia, Analog Devices, Autodesk, Intuit, Marvell earnings

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

Symbotic stock marches higher on robotic warehouse expansion plans. (May 26, 2023)

Chipmaker Marvell beats estimates, calls AI “a key growth driver.” (May 25, 2023)

Autodesk matches first-quarter views but misses with Q2 outlook. (May 25, 2023)

Nvidia stock rockets 24% higher on bullish AI-fueled forecast. (May 25, 2023)

AI chipmaker Nvidia smashes quarterly estimates on strong data-center sales. (May 24, 2023)

Netflix stock rises as video streamer steps up crackdown on freeloaders. (May 24, 2023)

Chipmaker Analog Devices tops targets but warns of slowing sales. (May 24, 2023)

TurboTax maker Intuit beats profit target on lighter-than-expected sales. (May 23, 2023)

Nvidia, Microsoft Azure team on enterprise-ready generative AI. (May 23, 2023)

Apple inks multibillion-dollar wireless-chip supply deal with Broadcom. (May 23, 2023)

Adobe leans further into generative AI. Here’s what’s in store for its market-leading Photoshop app. (May 23, 2023)

China action against Micron called political, seen crimping sales. (May 22, 2023)

Apple stock downgraded on signs of slowing iPhone demand. (May 22, 2023)

Photo: Nvidia graphics processing unit (Nvidia)

Week in review: Nvidia, Autodesk, Universal Display earnings

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

Adobe stock falls as feds move to block $20 billion Figma purchase. (Feb. 24, 2023)

OLED firm Universal Display crushes targets, but guides low. (Feb. 23, 2023)

Autodesk disappoints with profit outlook for first quarter, full year. (Feb. 23, 2023)

Netflix stock is flashing this key sell signal. (Feb. 23, 2023)

Nvidia stock jumps after chipmaker signals AI data center growth. (Feb. 22, 2023)

SPS Commerce, IBD Stock of the Day, shows resilience in tough climate. (Feb. 22, 2023)

When will ChatGPT, artificial intelligence drive Nvidia sales? (Feb. 21, 2023)

Photo: Nvidia RTX 40 Series laptops. (Nvidia)

Week in review: Autodesk, Best Buy, Dell, HP earnings

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

Microsoft facing antitrust reviews over Activision deal, Teams integration. (Nov. 25, 2022)

How will China respond to Washington’s latest salvo in the chip war? (Nov. 23, 2022)

Apple iPhone 14 Pro supply issues in focus after factory protests. (Nov. 23, 2022)

HP narrowly beats quarterly targets amid PC sales slump. (Nov. 22, 2022)

Autodesk meets third-quarter expectations but misses with outlook. (Nov. 22, 2022)

Best Buy stock jumps as electronics retailer beats third-quarter goals. (Nov. 22, 2022)

Chipmaker Analog Devices tops quarterly targets, hikes outlook. (Nov. 22, 2022)

Dell tops Q3 views on growth in servers, storage, but guidance light. (Nov. 21, 2022)

Photo: Best Buy outdoor pickup. (Best Buy)

Week in review: Dell, Autodesk, Intuit, Marvell, Nvidia earnings

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

Automotive chip shortage likely to persist through 2023. (Aug. 26, 2022)

DoubleVerify looks to make online advertising safe, effective for brands. (Aug. 26, 2022)

Dell stock drops after computer maker warns of weakening demand. (Aug. 25, 2022)

Chipmaker Marvell meets second-quarter estimates but guides lower. (Aug. 25, 2022)

Graphics-chip maker Nvidia guides lower for second straight quarter. (Aug. 24, 2022)

Design software maker Autodesk drafts second-quarter beat and raise. (Aug. 24, 2022)

Apple stock gets fresh buy point ahead of iPhone 14 reveal. (Aug. 24, 2022)

Financial software firm Intuit rings up quarterly earnings beat. (Aug. 23, 2022)

Monolithic Power Systems, IBD Stock of the Day, sets new buy point. (Aug. 23, 2022)

These semiconductor stocks are likely to benefit most from CHIPS Act aid. (Aug. 18, 2022)

Evergreen stories:

Is Apple stock a buy ahead of iPhone 14 launch event? (Aug. 26, 2022)

Photo: Dell Chief Executive Michael Dell speaks at the company’s Dell Technologies World conference in Las Vegas in May 2022. (Dell)

Week in review: Best Buy, Dell, HP, Cerence, Autodesk earnings

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

Apple could launch augmented reality glasses in late 2022. (Nov. 26, 2021)

Dell, IBD Stock of the Day, gets lift from upbeat earnings report. (Nov. 24, 2021)

Dell, HP see PC sales rise as offices reopen after Covid. (Nov. 24, 2021)

Autodesk stock tumbles as design software firm sketches weak outlook. (Nov. 23, 2021)

Chipmaker Analog Devices delivers beat-and-raise quarterly report. (Nov. 23, 2021)

Best Buy beats third-quarter targets but gives soft holiday outlook. (Nov. 23, 2021)

Automotive production shortfalls weigh on software firm Cerence. (Nov. 22, 2021)

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

Week in review: Autodesk, Best Buy, Dell, HP, Intuit, Marvell Technology earnings

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

Dell tops quarterly targets on strong PC sales but enterprise gear lags. (Aug. 26, 2021)

Chipmaker Marvell Technology beats second-quarter views, but stock drops. (Aug. 26, 2021)

Autodesk stock falls after design software firm posts in-line sales. (Aug. 25, 2021)

Taiwan Semiconductor raising prices amid heightened chip demand. (Aug. 25, 2021)

Financial software firm Intuit trounces quarterly targets, gives robust outlook. (Aug. 24, 2021)

IBD 50 chipmaker SiTime delivers accelerating sales, earnings growth. (Aug. 24, 2021)

Retailer Best Buy smashes second-quarter earnings target, guides higher. (Aug. 24, 2021)

Apple iPhone sales remain strong despite looming new handset launch. (Aug. 23, 2021)

China clears Analog Devices-Maxim deal, lifting semiconductor stocks. (Aug. 23, 2021)

Photo: Dell Technologies sign (Dell)

Week in review: Apple WWDC 2021, Marvell earnings

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

Logitech, Cricut shares fall as Morgan Stanley moves to sidelines. (June 11, 2021)

Adobe stock hits buy point ahead of earnings news. (June 11, 2021)

Nvidia stock is a play on the future of artificial intelligence. (June 10, 2021)

Cerence partners with Sirius XM to provide car radio voice controls. (June 10, 2021)

Autodesk stock initiated at buy as software firm positioned for steady growth. (June 8, 2021)

Chipmaker Marvell Technology tops first-quarter goals, guides higher. (June 7, 2021)

Apple debuts iOS 15 software for iPhones, touts privacy enhancements at WWDC. (June 7, 2021)

Evergreen stories:

Is Netflix stock a buy ahead of its second-quarter earnings report? (June 11, 2021)

Is Apple stock a buy after its annual Worldwide Developers Conference? (June 11, 2021)

Is Roku stock a buy as company starts streaming former Quibi shows? (June 11, 2021)

Photo: Apple iPhone 12 Pro Max (Apple)

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

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

Apple stock malaise wears out analyst while others stay hopeful. (May 28, 2021)

Roblox pitch: Come for the games, stay for the experiences. (May 28, 2021)

Computer maker Dell crushes first-quarter sales, earnings views. (May 27, 2021)

Design software leader Autodesk beats earnings goals, but outlook lags. (May 27, 2021)

Industrial automation, robotics market is “in full swing” post-Covid. (May 27, 2021)

Retailer Best Buy demolishes first-quarter targets thanks to government stimulus. (May 27, 2021)

Nvidia earnings surge on strong gaming, data-center processor sales. (May 26, 2021)

Logitech, IBD Stock of the Day, could get multiyear Covid lift. (May 26, 2021)

Tax software leader Intuit edges earnings target on in-line sales. (May 25, 2021)

AppLovin stock notches record high after post-IPO swoon. (May 25, 2021)

Applied Materials, IBD Stock of the Day, surging on chipmaker spending plans. (May 24, 2021)

Evergreen stories:

Semiconductor companies: Where are they in the chip cycle? (May 24, 2021)

Photo: Best Buy television department (Best Buy)

Week in review: Paramount+ launch; Autodesk, Best Buy, Intuit, Nvidia earnings

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

Design software firm Autodesk disappoints with weak earnings guidance. (Feb. 25, 2021)

ViacomCBS to take on streaming video rivals with Paramount+, other services. (Feb. 25, 2021)

Best Buy misses holiday-quarter sales target, gives soft guidance. (Feb. 25, 2021)

Graphics-chip maker Nvidia tops fourth-quarter goals, guides higher. (Feb. 24, 2021)

TurboTax maker Intuit narrowly beats lowered sales, earnings targets. (Feb. 23, 2021)

Cadence Design Systems beats fourth-quarter targets, guides higher for 2021. (Feb. 22, 2021)

Evergreen stories:

Is Netflix stock a buy as the streamer racks up award nominations? (Feb. 26, 2021)

Is Apple stock a buy ahead of possible March product launch event? (Feb. 25, 2021)

Is Roku stock a buy after its fourth-quarter earnings surprise? (Feb. 24, 2021)

Photo: Paramount+ launch graphic (ViacomCBS)

Week in review: Best Buy, Analog Devices, Autodesk, Dell, HP earnings

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

AMD, IBD Stock of the Day, nears buy point on PC, gaming strength. (Nov. 27, 2020)

Amazon could grab 42% of U.S. holiday e-commerce spending. (Nov. 27, 2020)

Hot IPO Corsair Gaming, IBD Stock of the Day, is flashing sell signals. (Nov. 25, 2020)

HP, Dell get boost from work-from-home, school-at-home trends. (Nov. 25, 2020)

Autodesk beats third-quarter targets but gives lukewarm outlook. (Nov. 24, 2020)

Analog Devices returns to sales growth after seven down quarters. (Nov. 24, 2020)

Best Buy tops third-quarter views but skips holiday-quarter outlook. (Nov. 24, 2020)

Chipmaker AMD nears buy point after getting bullish analyst report. (Nov. 23, 2020)

Evergreen stories:

Is Microsoft stock a buy right now? Here’s what IBD charts show. (Nov. 27, 2020)

Is Netflix stock a buy right now? Here’s what IBD charts show. (Nov. 27, 2020)

Is Apple stock a buy right now? Here’s what its stock chart shows. (Nov. 27, 2020)

Semiconductor stocks to buy and watch after third-quarter earnings. (Nov. 24, 2020)

Photo: Best Buy is offering curbside pickup during the Covid-19 pandemic. (Best Buy)