Portfolio
Saturday, January 11, 2025
Week in review: AI dominates CES 2025, led by Nvidia keynote
The following is a roundup of my stories from Investors.com.
Tech firms have their eyes on smart glasses as the next big thing. (Jan. 10, 2025)
Health tracking is moving to smart rings from watches. Oura leads market. (Jan. 9, 2025)
X CEO applauds Meta decision to end fact-checking program on Facebook, Instagram. (Jan. 8, 2025)
SoundHound AI adds on-the-go food ordering to in-vehicle voice assistant. (Jan. 7, 2025)
Nvidia raises bar at CES 2025. But stock slides. (Jan. 7, 2025)
Nvidia expands AI reach with automotive, robotics initiatives. (Jan. 6, 2025)
AMD reveals next-generation AI PC chips, gets Dell endorsement. (Jan. 6, 2025)
Deere tackles labor shortages with autonomous tractors. (Jan. 6, 2025)
President-elect Trump poses challenge to U.S. tech sales. (Jan. 6, 2025)
Photo: Nvidia CEO Jensen Huang speaks at CES 2025. (Nvidia)
Saturday, January 4, 2025
Week in review: AI stock winners, CES 2025 preview
The following is a roundup of my stories from Investors.com.
Spotify, IBD Stock of the Day, is actionable after New Year’s bounce. (Jan. 3, 2025)
Apple stock falls on iPhone discounts in China. (Jan. 2, 2025)
AI everywhere at CES 2025 with spotlight on Nvidia CEO Jensen Huang. (Jan. 2, 2025)
Why Nvidia’s AI chip lead is sustainable. (Jan. 2, 2025)
Netflix sports push could lead to subscription price increases. (Dec. 31, 2024)
These 10 stocks called “tech winners for the AI revolution.” (Dec. 31, 2024)
Photo: CES 2024 show opening at Venetian Convention & Expo Center in Las Vegas. (Consumer Technology Association media photo
Saturday, December 28, 2024
Week in review: Apple holiday sales, Netflix NFL games
The following is a roundup of my stories from Investors.com.
Netflix touts big viewership for NFL games, Beyoncé show. (Dec. 27, 2024)
Apple on cusp of “golden era of growth,” analyst says. (Dec. 26, 2024)
Nvidia, IBD Stock of the Day, offers early buy point as it crosses key levels. (Dec. 24, 2024)
Analyst moves the sticks for Netflix stock before NFL games. (Dec. 24, 2024)
Apple seen having strong holiday sales. Stock hits record high. (Dec. 23, 2024)
SoundHound AI stock fetches price-target hike. (Dec. 23, 2024)
Arm, Qualcomm shares diverge after lawsuit verdict. (Dec. 23, 2024)
Photo: Customers holding iPhone 16 Pro purchases at Apple Fifth Avenue retail store in New York City on Sept. 20, 2024. (Apple)
Labels:
apple,
arm holdings,
chips,
iphone,
netflix,
nvidia,
qualcomm,
soundhound
Saturday, December 21, 2024
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)
Saturday, December 14, 2024
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)
Labels:
adobe,
amd,
apple,
applovin,
broadcom,
china,
chips,
netflix,
nvidia,
soundhound,
supermicro
Saturday, November 23, 2024
Week in review: Nvidia earnings; Netflix scores Beyoncé NFL halftime show
The following is a roundup of my stories from Investors.com.
American Superconductor is charged up about electrical systems. (Nov. 22, 2024)
Intuit beats fiscal Q1 targets buts guides low for current quarter, full year. (Nov. 21, 2024)
Netflix stock gets price-target hikes as shares surge to record heights. (Nov. 21, 2024)
Nvidia guidance called conservative as Blackwell AI chip production ramps. (Nov. 21, 2024)
Nvidia touts AI chip momentum with Blackwell (Live coverage) (Nov. 20, 2024)
Intuit stock tumbles as Elon Musk’s DOGE commission eyes simple tax-filing app. (Nov. 19, 2024)
Vertiv stock rises sharply after investor event. (Nov. 19, 2024)
Netflix stock gets price-target hikes on live sports potential. (Nov. 19, 2024)
Netflix stock gets boost from Mike Tyson, Beyoncé. (Nov. 18, 2024)
Super Micro stock jumps as data center firm files plan to avoid delisting. (Nov. 18, 2024)
Nvidia stock sinks on Blackwell AI chip overheating concerns. (Nov. 18, 2024)
Photo: Beyoncé NFL halftime show promotional photo. (Netflix)
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)
Labels:
amd,
apple,
chips,
dell,
netflix,
nvidia,
soundhound,
spotify,
supermicro
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