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: Life360 stock jumps, Trump ponders stake in Intel

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

Trump wants to make Intel great again. What that means tor TSMC. (Aug. 15, 2025)

Spotify, IBD Stock of the Day, makes swift move above early buy point. (Aug. 15, 2025)

Applied Materials stock drops on weak outlook. CEO sees “increased uncertainty.” (Aug. 14, 2025)

Nvidia, AMD, other AI stocks score price-target hikes amid strong AI server demand. (Aug. 14, 2025)

NetEase stock drops after Chinese video game firm misses sales target. (Aug. 14, 2025)

EA stock hits record high on buzz for new video game. (Aug. 12, 2025)

Nvidia faces suspicion as it reenters China AI chip market. (Aug. 12, 2025)

Family safety stock Life360 surges as parents seek peace of mind. (Aug. 12, 2025)

Life360 stock rises as “anxiety economy” fuels growth. (Aug. 11, 2025)

Micron stock rises after memory-chip maker ups outlook. (Aug. 11, 2025)

Adobe stock downgraded as “AI is eating software.” (Aug. 11, 2025)

Photo: Life360 Tile device with school ID. (Life360)

Week in review: Netflix, Spotify, Nvidia hit record highs

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

Apple’s Siri digital assistant gets failing grade. (June 27, 2025)

Streaming winners Netflix, Spotify get price-target hikes. (June 27, 2025)

Apple stock gets price-target cut on mounting challenges. (June 26, 2025)

Micron Technology rides AI data center gravy train. (June 26, 2025)

Micron stock rallies as memory-chip maker crushes estimates. (June 25, 2025)

Duolingo stock drops as data shows weakening growth. (June 25, 2025)

Spotify stock hits record high, gets price-target hike. (June 25, 2025)

Nvidia stock hits all-time high. “Golden wave” of gen AI seen. (June 25, 2025)

InterDigital stock in buy zone after breakout. (June 24, 2025)

Microsoft stock carves record high on agentic AI leadership. (June 24, 2025)

Is Apple looking to catch up in AI with big deal? (June 23, 2025)

AMD stock gets new buy rating as AI efforts take hold. (June 23, 2025)

Photo: Cardi B performs at Spotify Beach. (Spotify)

Week in review: Spotify widens lead; Apple WWDC; Adobe earnings

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

Spotify widens lead as go-to music app. (June 13, 2025)

Adobe gets no respect from investors after “solid” Q2 report. (June 13, 2025)

Adobe beats targets, raises full-year outlook. But stock wavers. (June 12, 2025)

AMD bolsters AI data center pitch with full-rack systems. (June 12, 2025)

Micron stock up on new memory chip for AI data centers. (June 11, 2025)

Nvidia extends AI reach in Europe with alliances. (June 11, 2025)

Duolingo isn’t rushing to bypass app stores, says CFO. (June 10, 2025)

Qualcomm looks to power emerging smart glasses market. (June 10, 2025)

Apple offers little to get excited about at WWDC. (June 10, 2025)

Apple touts “Liquid Glass” software designs, new on-device AI features. (June 9, 2025)

Apple iPhone purchase intent falls to 5-year low. (June 9, 2025)

Nvidia scores U.K. artificial intelligence infrastructure deals. (June 9, 2025)

Photo: Spotify held a music release party for Addison Rae in New York City on June 5, 2025. (Spotify)

Week in review: Nvidia GTC, Adobe Summit, Micron earnings

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

Nvidia stock fails to score at “Super Bowl of AI.” (March 21, 2025)

Adobe AI strategy focused on long term, not “quick-hit financial pop,” says CFO. (March 21, 2025)

ACM Research is cleaning up in the chip industry. (March 21, 2025)

Micron beats estimates on strong data-center spending. (March 20, 2025)

Nvidia CEO tries to make peace with quantum execs. (March 20, 2025)

Nvidia rises as tech giant details massive AI opportunity ahead. (March 19, 2025)

Nvidia down 3%. CEO touts new AI chips, software, robots. (Live coverage) (March 18, 2025)

Adobe launches AI agents for its marketing platform. (March 18, 2025)

Nvidia stock falls ahead of GTC. Here’s why. (March 17, 2025)

Netflix stock gains new bull with profits poised to rise. (March 17, 2025)

Photo: Nvidia CEO Jensen Huang speaks at GTC on March 18, 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: Micron earnings, Duolingo AI innovations

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

Nvidia has “two glaring holes” in its data center offering. (Sept. 27, 2024)

Tracking-chip maker Impinj near record high. (Sept. 27, 2024)

Meta’s Orion headset is no “Apple Vision Pro killer.” (Sept. 26, 2024)

InterDigital, IBD Stock of the Day, flirts with buy point after analyst day. (Sept. 26, 2024)

Microsoft Azure sales estimate lowered as Copilots slow to take off. (Sept. 26, 2024)

Micron stock jumps as memory-chip giant posts beat-and-raise report. (Sept. 25, 2024)

Netflix stock in buy zone, gets price-target hike. (Sept. 25, 2024)

Nvidia, IBD Stock of the Day, is actionable as AI chipmaker preps Blackwell. (Sept. 25, 2024)

AI investments not slowing down, Nvidia stock analyst says. (Sept. 24, 2024)

Spotify stock rises as streaming music rival exits business. (Sept. 24, 2024)

Taiwan Semiconductor, IBD Stock of the Day, basks in AI glow. (Sept. 24, 2024)

Duolingo adds AI innovations to language learning app. (Sept. 24, 2024)

Apple iPhone 16 early demand deemed healthy. (Sept. 23, 2024)

Microsoft’s AI lead has shrunk, analyst says. (Sept. 23, 2024)

Qualcomm takeover of Intel called “unlikely,” “pipe dream.” (Sept. 23, 2024)

Photo: Micron DDR5 DRAM memory module. (Micron Technology)

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: 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: Apple antitrust case, Nvidia AI news, Micron earnings

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

Analysts downplay DOJ suit impact on Apple: “A Distraction.” (March 22, 2024)

Next big buyers of Nvidia AI systems: sovereign nations. (March 22, 2024)

High hopes for Synopsys stock as AI spotlights chip design. (March 22, 2024)

Broadcom stock rallies after tech firm gains new AI chip customer. (March 21, 2024)

Microsoft unveils AI PCs, touts Copilot AI services at “New Era of Work” Event. (March 21, 2024)

Apple stock drops as Justice Department sues iPhone maker. (March 21, 2024)

Micron stock hits record high, sparks chips rally as analyst cites “AI semi FOMO trade.” (March 21, 2024)

Micron smashes estimates, posts surprise profit on AI lift. (March 20, 2024)

Nvidia pricing new AI chips aggressively to maintain market share. (March 20, 2024)

Nvidia adds AI smarts to Teradyne industrial robots. (March 19, 2024)

Apple’s AI focus could crimp profit margins, analyst says. (March 19, 2024)

Super Micro Computer shares dive on planned stock sale. (March 19, 2024)

Nvidia is a step or two ahead of AI chip rivals: analyst. (March 19, 2024)

Nvidia flexes AI leadership with new chips, supercomputer, “microservices.” (March 18, 2024)

Photo: Apps on iPhone 14. (Apple)

Week in review: Adobe cancels Figma deal, Ansys in play, Micron earnings

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

Ansys stock jumps on takeover interest in simulation software firm. (Dec. 22, 2023)

Netflix poised for strong fourth-quarter report: analyst. (Dec. 21, 2023)

Micron stock pops as memory-chip maker rides AI wave. (Dec. 21, 2023)

Memory-chip maker Micron delivers beat-and-raise report as market improves. (Dec. 20, 2023)

Microsoft stock called “top large cap pick for 2024.” (Dec. 19, 2023)

Data center specialist Supermicro sees stock surge higher. (Dec. 18, 2023)

Adobe cancels Figma acquisition amid regulatory objections. (Dec. 18, 2023)

Photo: Ansys offices in Taipei, Taiwan. (Ansys)

Week in review: China chip trade sanctions, streaming video outlook, Adobe earnings

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

Semiconductor stocks led by AMD, Intel, Nvidia get boost from Wall Street analyst. (Dec. 15, 2023)

IBD Stock of the Day: Monday.com hits buy point after consolidation. (Dec. 14, 2023)

Intel unleashes new AI chips for data centers, PCs. (Dec. 14, 2023)

Arm gives chipmakers a leg up in semiconductor design. (Dec. 14, 2023)

Adobe stock falls as media software firm gives weak sales outlook. (Dec. 13, 2023)

China chip-gear buying could hit the brakes in 2024. (Dec. 13, 2023)

Microsoft stock rises on positive analyst reports. (Dec. 13, 2023)

IBD Stock of the Day: Applied Materials jumps back into buy zone. (Dec. 11, 2023)

Micron stock gets big price-target hike ahead of earnings report. (Dec. 11, 2023)

Judgment day is coming for streaming services not named Netflix or Amazon. (Dec. 8, 2023)

Why U.S. chip sanctions against China aren’t working. (Dec. 7, 2023)

Photo: Adobe Firefly generative AI image. (Adobe)

Week in review: Dell, Intuit, Marvell, Synopsys earnings; Nvidia’s AI lead

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

Nvidia is walking tall now. But rivals could trip up the AI chip giant. (Nov. 30, 2023)

Computer maker Dell tops earnings goal but misses sales target. (Nov. 30, 2023)

Chipmaker Marvell Technology tops Q3 views, guides analysts lower. (Nov. 30, 2023)

Broadcom introduces data switch with on-chip neural network. (Nov. 30, 2023)

Synopsys stock climbs to record heights after earnings beat. (Nov. 29, 2023)

Chip gear maker Lam Research toys with buy point. (Nov. 29, 2023)

Apple stock’s post-earnings rally stalls amid soft iPhone sales data. (Nov. 29, 2023)

TurboTax maker Intuit tops quarterly estimates but misses with outlook. (Nov. 28, 2023)

Micron raises outlook on improved memory-chip demand. (Nov. 28, 2023)

Photo: Dell Technologies World 2022 Expo (Dell)

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: Intel, Microsoft, Synopsys announce AI advancements

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

Synopsys stock floats in buy zone after revealing AI-based chip design tool. (March 31, 2023)

Aehr Test Systems tumbles on subdued outlook for current quarter. (March 30, 2023)

Intel on track with data center chip lineup, touts play in artificial intelligence. (March 30, 2023)

Microsoft stock returns to buy zone after software giant adds AI to cybersecurity. (March 29, 2023)

Why Micron stock is rising despite chipmaker’s terrible results and guidance. (March 28, 2023)

Apple advertising business is underappreciated, analyst says. (March 28, 2023)

Tenable, IBD Stock of the Day, rises as cybersecurity offering gains traction. (March 27, 2023)

Evergreen stories:

Is Netflix stock a buy before video streamer’s first-quarter report? (March 28, 2023)

Is AMD stock a buy before chipmaker’s March-quarter report? (March 28, 2023)

Is Apple stock a buy before iPhone maker’s March-quarter earnings report? (March 28, 2023)

Is Microsoft stock a buy as software giant touts artificial intelligence? (March 28, 2023)

Photo: Lisa Spelman, Intel corporate vice president and general manager of Intel Xeon Products, displays a wafer holding Sierra Forest server processors. (Intel)

Week in review: Micron earnings, 2023 predictions for Apple, chip stocks

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

Semiconductor stocks brace for bumpy 2023; Here’s who can weather the storm. (Dec. 23, 2022)

Pet supplies retailer Chewy won’t roll over and play dead. (Dec. 22, 2022)

Apple stock in 2023: Will goggles finally become a reality? (Dec. 22, 2022)

Micron misses quarterly targets amid memory-chip sales slump. (Dec. 21, 2022)

Evergreen stories:

Is Microsoft stock a buy before software giant’s December-quarter report? (Dec. 19, 2022)

Is Apple stock a buy amid holiday season shopping? (Dec. 19, 2022)

Photo: Micron DRAM module. (Micron Technology)

Week in review: Nvidia, Applied Materials earnings

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

Apple iPhone production snags could push $3 billion in sales to March quarter. (Nov. 18, 2022)

Applied Materials crushes quarterly goals, guides higher despite challenges. (Nov. 17, 2022)

Graphics-chip maker Nvidia misses earnings goal, beats on sales. (Nov. 16, 2022)

Micron warning pulls down semiconductor stocks (Nov. 16, 2022)

TSM stock surges after Warren Buffett takes big stake in chipmaker. (Nov. 15, 2022)

Photo: Nvidia AI data center (Nvidia)

Week in review: Jabil, Micron earnings reports

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

Semiconductor equipment stocks hit as memory-chip market downturn deepens. (Sept. 30, 2022)

Micron stock wavers on sales miss, weak outlook. (Sept. 29, 2022)

Why these chip design stocks just got fresh buy ratings. (Sept. 29, 2022)

Apple turns cautious on iPhone orders, rattling component suppliers. (Sept. 28, 2022)

These video game stocks are deemed top picks for a comeback. (Sept. 27, 2022)

Chipmaker Wolfspeed, IBD Stock of the Day, called howling good buy. (Sept. 27, 2022)

Jabil stock leaps after contract manufacturer posts beat-and-raise report. (Sept. 27, 2022)

Apple iPhone 14 Pro models could give company a profit boost. (Sept. 26, 2022)

Photo: Jabil Automation, Training & Innovation Center in Hungary. (Jabil)

Week in review: Take-Two Interactive Software, GlobalFoundries, Enovix quarterly reports

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

Apple stock rises ahead of iPhone 14 debut, fall product launch. (Aug. 12, 2022)

Electric vehicles accelerate Axcelis’ chip gear business. (Aug. 12, 2022)

Enovix stock rockets as next-generation battery maker hits big milestones. (Aug. 11, 2022)

Alpha & Omega Semiconductor beats June-quarter goals, gives in-line guidance. (Aug. 10, 2022)

Onto Innovation tops second-quarter targets but gives mixed outlook. (Aug. 9, 2022)

Super Micro Computer beats raised expectations for June quarter. (Aug. 9, 2022)

Micron warning pulls down semiconductor stocks. (Aug. 9, 2022)

Chipmaker GlobalFoundries beats second-quarter goals, points higher. (Aug. 9, 2022)

Video game publisher Take-Two misses targets, guides lower. (Aug. 8, 2022)

Nvidia stock tanks after graphics-chip maker warns of weak gaming sales. (Aug. 8, 2022)

Photo: Take-Two Interactive Software game “Grand Theft Auto Online.” (Take-Two)

Week in review: Taiwan Semiconductor beats sales goal

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

Taiwan Semiconductor beats June-quarter sales target. (July 8, 2022)

Semiconductor stocks called oversold, rise after Samsung report. (July 7, 2022)

Could Netflix find a merger partner at Sun Valley conference? (July 6, 2022)

Apple saving big iPhone updates for next year’s handset, analyst says. (July 5, 2022)

Evergreen stories:

Is Roku stock a buy before streaming platform’s quarterly report? (July 8, 2022)

Is Netflix stock a buy or sell before video streamer’s Q2 report? (July 8, 2022)

Is Intel stock a buy or sell before chipmaker’s second-quarter report? (July 8, 2022)

Is AMD stock a buy ahead of chipmaker’s quarterly report? (July 7, 2022)

Is Micron stock a buy after chipmaker’s earnings report? (July 7, 2022)

Is Microsoft stock a buy before software giant’s June-quarter report? (July 6, 2022)

Is Apple stock a buy ahead of June-quarter earnings? (July 6, 2022)

Photo: TSMC facility (TSMC)