Portfolio
Saturday, November 16, 2024
Week in review: Netflix, Spotify shares hit record highs
The following is a roundup of my stories from Investors.com.
Super Micro stock in spotlight as delisting deadline nears. (Nov. 15, 2024)
Nvidia discloses stake in Applied Digital, keeps Arm, SoundHound stakes. (Nov. 15, 2024)
Netflix stock gets lift from strong content slate for rest of year. (Nov. 14, 2024)
SoundHound AI stock rebounds on price-target hike. (Nov. 14, 2024)
ASML stock rises as chip-gear maker offers reassuring long-term outlook. (Nov. 14, 2024)
Nvidia stock in focus as analysts boost price targets for AI chip giant. (Nov. 14, 2024)
Smart home devices could boost Apple stock, analyst says. (Nov. 13, 2024)
SoundHound stock in doghouse despite positive Q3 report. (Nov. 13, 2024)
Super Micro stock falls as server maker delays quarterly report. (Nov. 13, 2024)
Spotify stock soars as analysts crank up volume of bullish ratings. (Nov. 13, 2024)
Spotify stock jumps after third-quarter subscriber beat. (Nov. 12, 2024)
SoundHound AI enunciates Q3 beat-and-raise, but stock falls. (Nov. 12, 2024)
Life360 tops subscriber goal, but Q3 results are mixed. (Nov. 12, 2024)
Netflix stock surfs to record high on advertising business growth. (Nov. 12, 2024)
Dell’s AI server momentum strong as it aims to swipe Super Micro market share. (Nov. 11, 2024)
Taiwan chip giant curbs sales of advanced chips to China. (Nov. 11, 2024)
Nvidia stock called “must-own,” “once-in-a-lifetime opportunity.” (Nov. 11, 2024)
Evergreen stories:
Is AMD stock a buy as chipmaker gains market share from Intel? (Nov. 12, 2024)
Is Apple stock a buy after its September-quarter earnings report? (Nov. 12, 2024)
Is Netflix stock a buy after beat-and-raise earnings report? (Nov. 12, 2024)
Photo: Singer Olivia Rodrigo attends the premiere of her Netflix concert movie “Olivia Rodrigo: GUTS World Tour” on Oct. 25, 2024, in Los Angeles. (Netflix)
Saturday, November 9, 2024
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)
Saturday, November 2, 2024
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)
Saturday, October 26, 2024
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)
Saturday, October 19, 2024
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)
Saturday, October 12, 2024
Week in review: AMD, Astera Labs, Nvidia tout latest AI chips
The following is a roundup of my stories from Investors.com.
Netflix stock gets price-target hikes ahead of Q3 report. (Oct. 11, 2024)
AMD’s “Advancing AI” event called “largely uneventful.” (Oct. 11, 2024)
Apple stock downgraded, needs time to “ripen.” (Oct. 10, 2024)
Nvidia’s Blackwell AI processors are sold out for next 12 months. (Oct. 10, 2024)
Broadcom stock hits buy point on product news ahead of major conference. (Oct. 9, 2024)
Astera Labs stock jumps after chipmaker debuts new AI data center switches. (Oct. 9, 2024)
Analysts mostly positive on Netflix stock before Q3 report. (Oct. 8, 2024)
Wall Street is mixed on Microsoft ahead of earnings. (Oct. 8, 2024)
Photo: AMD Chief Executive Lisa Su holds an AMD Instinct MI325X AI accelerator chip. (AMD)
Saturday, September 28, 2024
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)