Portfolio
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)
Saturday, September 21, 2024
Week in review: Apple iPhone 16 handsets go on sale
The following is a roundup of my stories from Investors.com.
Apple iPhone 16 handsets are finally out in the wild. (Sept. 20, 2024)
Duolingo stock speaks a language that investors can understand. (Sept. 20, 2024)
Spotify stock hits high note after getting big price-target hike. (Sept. 19, 2024)
Apple stock rises on reassuring iPhone 16 sales comments from T-Mobile. (Sept. 19, 2024)
Nvidia, two other chip stocks earn fresh buy ratings on AI prospects. (Sept. 18, 2024)
Spotify, IBD Stock of the Day, on path to 1 billion users. (Sept. 17, 2024)
Intel stock rises as Amazon, feds throw lifelines to troubled chipmaker. (Sept. 17, 2024)
Enterprise software firm Intapp jumps back into buy zone. (Sept. 16, 2024)
Apple’s hoped-for iPhone 16 supercycle isn’t looking so super now. (Sept. 16, 2024)
Evergreen stories:
Is AMD stock a buy amid rival Intel’s struggles? (Sept. 18, 2024)
Is Netflix stock a buy as advertising revenue growth accelerates? (Sept. 18, 2024)
Is Apple stock a buy amid reports of lackluster iPhone 16 preorders? (Sept. 18, 2024)
Photo: Apple iPhone 16 handsets with Apple Intelligence. (Apple)
Saturday, September 14, 2024
Week in review: Apple introduces iPhone 16 smartphone lineup
The following is a roundup of my stories from Investors.com.
Spotify looks to beef up audio service with videos. (Sept. 13, 2024)
Arm stock retakes key level after getting fresh buy rating. (Sept. 13, 2024)
Apple begins taking preorders for AI-enabled iPhone 16 handsets. (Sept. 13, 2024)
Adobe stock falls after creative software firm gives light guidance. (Sept. 12, 2024)
Netflix stock up as advertising revenue growth accelerates. (Sept. 12, 2024)
AI chip growth story intact for Nvidia, Broadcom: analyst. (Sept. 12, 2024)
Arm Holdings stock called “top pick” on edge AI opportunity. (Sept. 11, 2024)
AppLovin stock soars on price-target hike for AI, e-commerce growth. (Sept. 11, 2024)
These chipmakers called biggest beneficiaries of iPhone 16. (Sept. 10, 2024)
Apple Intelligence won’t be available for iPhone 16 launch. (Sept. 10, 2024)
Apple stock ekes out gain on iPhone 16 rollout (Live coverage). (Sept. 9, 2024)
Nvidia gross margin concerns are overblown: analyst. (Sept. 9, 2024)
Evergreen stories:
Is Apple stock a buy after iPhone 16 launch event? (Sept. 11, 2024)
Is Netflix stock a buy as streaming video leader flexes its muscles? (Sept. 9, 2024)
Is AMD stock a buy amid Intel’s struggles? (Sept. 9, 2024)
Photo: Apple iPhone 16 with Siri (Apple)