Week in review: Nvidia earnings fail to impress; Netflix gives up Warner bid

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

Netflix wins by losing Warner Bros. deal, analysts say. (Feb. 27, 2026)

Synopsys to reveal Ansys synergies at conference. (Feb. 27, 2026)

Dell stock soars as AI data center business fuels growth. (Feb. 27, 2026)

Dell stock jumps as computer maker trounces estimates. (Feb. 26, 2026)

Intuit tops fiscal Q2 estimates, sees AI benefiting business. (Feb. 26, 2026)

ACM Research stock tumbles on Q4 earnings miss. (Feb. 26, 2026)

Hot spinoff Qnity Electronics crushes Q4 earnings estimates. (Feb. 26, 2026)

Nvidia stock drops despite bullish Q4 report. AI angst blamed. (Feb. 26, 2026)

Nvidia beats Wall Street targets. Stock edges higher. (Feb. 25, 2026)

Why Monolithic Power Systems, IBD Stock of the Day, is called a top pick. (Feb. 24, 2026)

AMD stock rises on Meta AI infrastructure deal. (Feb. 24, 2026)

Analysts tout three chip stocks hovering around buy zones. (Feb. 23, 2026)

Nvidia stock gets vote of confidence before Q4 report. (Feb. 23, 2026)

Photo: Nvidia server display at CES 2026 (Nvidia)

Week in review: Analog Devices, Cadence earnings; Lattice Semiconductor profile

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

ASML, IBD Stock of the Day, gets rock star treatment. (Feb. 20, 2026)

Nvidia looks for boost from Q4 earnings, GTC news. (Feb. 20, 2026)

Onto Innovation misses Q4 targets but guides higher than views. (Feb. 19, 2026)

Lattice Semiconductor making key plays in AI Super Bowl. (Feb. 19, 2026)

Analog Devices gets blizzard of price-target hikes. (Feb. 19, 2026)

Chipmaker Analog Devices reports accelerating sales, earnings growth. (Feb. 18, 2026)

Tech leader Camtek rises after mixed Q4 report, modest outlook. (Feb. 18, 2026)

Nvidia announces AI partnership with Meta Platforms. (Feb. 17, 2026)

MKS stock falls after chip-gear maker edges above Q4 targets. (Feb. 17, 2026)

Cadence Design Systems tops views with Q4 results, 2026 outlook. (Feb. 17, 2026)

Photo: Analog Devices signage. (ADI)

Week in review: SharkNinja, Spotify earnings reports

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

AMD taking PC, server market share from Intel. (Feb. 13, 2026)

Taiwan Semiconductor Manufacturing scores fresh buy rating. (Feb. 13, 2026)

Roku stock jumps on lights-out fourth-quarter earnings. (Feb. 12, 2026)

Applied Materials trounces expectations with big quarterly beat. (Feb. 12, 2026)

Hopes fade for early 2026 Apple Siri release. Apple stock drops. (Feb. 12, 2026)

Chip-gear maker Nova beats views for Q4, guides higher. (Feb. 12, 2026)

Tower Semiconductor tops Q4 estimates, raises Q1 sales target and capex. (Feb. 11, 2026)

SharkNinja beats Q4 estimates, initiates first stock buyback. (Feb. 11, 2026)

Lattice Semiconductor weaves Q4 sales beat. Stock rises. (Feb. 10, 2026)

Astera Labs stock drops despite solid Q4 results, guidance. (Feb. 10, 2026)

Advanced Energy Industries powers higher after Q4 beat-and-raise report. (Feb. 10, 2026)

TSMC stock hits record high as chip foundry posts strong sales. (Feb. 10, 2026)

Entegris stock rises after chip-gear maker's Q4 beat. (Feb. 10, 2026)

Spotify stock jumps on improved profitability, user growth. (Feb. 10, 2026)

Onsemi stock drops on soft sales forecast after in-line Q4. (Feb. 9, 2026)

STMicroelectronics stock nears buy point on Amazon Web Services deal. (Feb. 9, 2026)

Photo: SharkNinja teamed with the estate of legendary actress and sex symbol Marilyn Monroe to celebrate the 100th anniversary of her birthday. (SharkNinja)

Week in review: Take-Two Interactive, AMD, Arm, SiTime earnings

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

Microsoft stock looks for relief after brutal software sector sell-off. (Feb. 6, 2026)

Roku could get lift from Winter Olympics, Amazon Ads. (Feb. 6, 2026)

Microchip Technology stock falls despite topping quarterly estimates. (Feb. 5, 2026)

Monolithic Power Systems beats estimates, hikes dividend. (Feb. 5, 2026)

Broadcom stock rises on Google’s massive capex increase. (Feb. 5, 2026)

Macom Technology Solutions posts beat-and-raise report. Stock rises. (Feb. 5, 2026)

SiTime stock surges as timing-chip maker clocks Q4 beat, makes acquisition. (Feb. 4, 2026)

Chip designer Arm tops estimates for December quarter, guides above views. (Feb. 4, 2026)

Take-Two sees AI as production aid, not business threat. (Feb. 4, 2026)

AMD stock drops after good, but not great, quarterly report. (Feb. 4, 2026)

Silicon Labs stock rockets on Texas Instruments buyout. (Feb. 4, 2026)

Silicon Motion moves higher on rosy outlook. (Feb. 4, 2026)

AMD stock drops despite beat-and-raise earnings report. (Feb. 3, 2026)

Video game maker Take-Two crushes December-quarter estimates. (Feb. 3, 2026)

Rambus stock crumbles on soft Q1 guidance. (Feb. 3, 2026)

Teradyne smashes estimates on AI-related demand. Stock jumps. (Feb. 2, 2026)

Nvidia stock dips on OpenAI funding issues. (Feb. 2, 2026)

Photo: Take-Two video game “Grand Theft Auto Online – Clucking Bell Farm Raid.” (Rockstar Games)

Week in review: Apple iPhone shortage; Microsoft, Sandisk, KLA, Lam, ASML, TI earnings

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

Sandisk rockets as memory stocks called “the new gold.” (Jan. 30, 2026)

Chip-gear maker KLA tops estimates but stock falls. (Jan. 30, 2026)

Apple faces iPhone shortages amid chip production constraints. (Jan. 30, 2026)

Apple handily beats holiday-quarter goals on record iPhone sales. (Jan. 29, 2026)

Sandisk stock soars as memory-chip maker smashes estimates. (Jan. 29, 2026)

Microsoft earnings report brings out the bears as Azure growth disappoints. (Jan. 29, 2026)

Microsoft beats December-quarter targets, but stock falls late. (Jan. 28, 2026)

Lam Research stock rises as chip-gear firm tops targets. (Jan. 28, 2026)

ASML stock falls despite strong sales forecast for 2026. (Jan. 28, 2026)

Texas Instruments guides above Q1 estimates after roughly in-line Q4. (Jan. 27, 2026)

Micron expands memory-chip production in Singapore amid shortage. (Jan. 27, 2026)

Apple stock sentiment mixed ahead of holiday-quarter report. (Jan. 26, 2026)

AMD stock flirts with buy point ahead of Q4 report. (Jan. 26, 2026)

Photo: Prince William visits KLA's Newport, U.K., facilities in December 2025. (KLA/Andrew Parsons/Kensington Palace)

Week in review: Intel, Netflix earnings; Serve Robotics deal

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

Nvidia, IBD Stock of the Day, looks to finally score China sales. (Jan. 23, 2026)

Intel stock falls after investor expectations get ahead of reality. (Jan. 23, 2026)

Intel stock drops on weak first-quarter guidance after Q4 beat. (Jan. 22, 2026)

Adobe partners with Hollywood players on generative AI. (Jan. 22, 2026)

Netflix guidance disappoints. Executives defend Warner Bros. deal. (Jan. 21, 2026)

Netflix stock falls after video streamer misses with Q1 outlook. (Jan. 20, 2026)

Serve Robotics buying fellow Nvidia-powered bot maker. (Jan. 20, 2026)

Photo: Intel event at CES 2026. (Intel)

Week in review: TSMC earnings beat; Silicon Labs focused on edge AI

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

Chipmaker TSMC adds fuel to AI megatrend hype with Q4 report. (Jan. 16, 2026)

AMD, IBD Stock of the Day, jumps into buy area on TSMC results. (Jan. 15, 2026)

Silicon Labs sees AI moving to the intelligent edge. (Jan. 15, 2026)

Taiwan Semiconductor beats Q4 targets on advanced chip production, (Jan. 15, 2026)

Videoconferencing, gaming gear key areas for Logitech. (Jan. 14, 2026)

SoundHound stock in doghouse as sales growth slows. (Jan. 14, 2026)

Oshkosh adds autonomy to industrial, construction gear. (Jan. 13, 2026)

Intel could become No. 2 chip foundry, analyst says. (Jan. 13, 2026)

Macom stock breaks out on satellite business prospects. (Jan. 12, 2026)

Nvidia partners with biotech firms on AI drug discovery. (Jan. 12, 2026)

Apple confirms use of Google Gemini for AI upgrades. (Jan. 12, 2026)

Photo: TSMC fab in Arizona. (TSMC)