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)

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: 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)

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)

Week in review: Adobe successfully monetizing AI

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

Adobe is successfully monetizing generative AI, analyst says. (Sept. 6, 2024)

Super Micro Computer stock downgraded amid growing uncertainty. (Sept. 6, 2024)

Broadcom narrowly beats quarterly targets, disappoints with sales outlook. (Sept. 5, 2024)

Chip stocks mostly higher ahead of Broadcom earnings report. (Sept. 4, 2024)

Will Apple’s iPhone 16 get users to upgrade their aging handsets? (Sept. 4, 2024)

Nvidia, semiconductor stocks tumble amid signs of weakness. (Sept. 3, 2024)

Marvell seen as possible buyer of Intel’s Altera unit. (Sept. 3, 2024)

Evergreen stories:

Apple stock: Is it a buy ahead of iPhone 16 launch event? (Sept. 3, 2024)

Is Netflix stock a buy as streaming video leader flexes its muscles? (Sept. 3, 2024)

Is AMD stock a buy amid Intel’s struggles? (Sept. 3, 2024)

Photo: Adobe Photoshop comes with AI tools. (Adobe)

Week in review: Nvidia, Autodesk, Best Buy, Dell, Marvell earnings

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

Marvell Technology seeing strong AI chip demand. (Aug. 30, 2024)

AI computer sales fuel Dell’s better-than-expected Q2 results. (Aug. 30, 2024)

Arista Networks, IBD Stock of the Day, cashing in on AI spending wave. (Aug. 30, 2024)

Autodesk beats fiscal Q2 goals, ups full-year outlook. (Aug. 29, 2024)

AppLovin, IBD Stock of the Day, hits buy point following post-earnings surge. (Aug. 29, 2024)

Nvidia stock drops despite bullish analyst calls for AI chipmaker. (Aug. 29, 2024)

Best Buy tops second-quarter targets on strong tablet, computer sales. (Aug. 29, 2024)

Nvidia stock: “Smaller beat” a warning sign? (Live coverage) (Aug. 28, 2024)

Netflix, IBD Stock of the Day, flirts with buy zone as video streamer dominates. (Aug. 28, 2024)

SMCI stock plunges as Super Micro Computer delays 10-K filing. (Aug. 28, 2024)

Netflix stock returns to buy zone after price-target hike. (Aug. 27, 2024)

Apple stock rises on fall product launch event anticipation. (Aug. 27, 2024)

SMCI stock tumbles as short seller accuses Super Micro of accounting irregularities. (Aug. 27, 2024)

How Nvidia is building a moat to fend off AI challengers. (Aug. 27, 2024)

Spotify stock has several tailwinds, analyst says. (Aug. 26, 2024)

Apple likely to pivot to smart glasses from Vision Pro. (Aug. 26, 2024)

Photo: Nvidia vGPU (Nvidia)

Week in review: Netflix, Apple, Broadcom shares rising

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

Nvidia earnings report called “most important tech earnings in years.” (Aug. 23, 2024)

Apple stock seen getting lift from AI opportunity. (Aug. 23, 2024)

Intuit stock drops as investors parse guidance, long-term growth targets. (Aug. 23, 2024)

TurboTax maker Intuit rings up quarterly beat, guides higher for year. (Aug. 22, 2024)

Broadcom, IBD Stock of the Day, nabs two new AI chip customers. (Aug. 22, 2024)

Chip design firm Synopsys beats fiscal Q3 goals, boosts outlook. (Aug. 21, 2024)

Chipmaker Analog Devices tops estimates amid nascent market recovery. (Aug. 21, 2024)

Netflix stock hits all-time high on advertising sales success. (Aug. 20, 2024)

AMD steps up Nvidia rivalry with $4.9 billion acquisition. (Aug. 19, 2024)

Chip gear giant Applied Materials delivers beat-and-raise earnings report. (Aug. 15, 2024)

Photo: Actress Halle Barry attends the premiere of her Netflix movie “The Union.” (Netflix)