Portfolio
Saturday, October 3, 2026
Week in review: Micron fiscal Q4 earnings crush estimates
The following is a roundup of my stories from Investors.com.
Chip stocks roar higher, led by these lesser-known names. (Oct. 2, 2026)
Arrow Electronics, IBD Stock of the Day, breaks out amid triple-digit earnings growth. (Oct. 2, 2026)
Nvidia stock regains 'top pick' status at Morgan Stanley. (Oct. 2, 2026)
ASE Technology packs AI chips and an earnings punch. (Oct. 2, 2026)
Synopsys stock surges on AI-driven transformation of engineering. (Oct. 1, 2026)
Micron reverses higher after fiscal Q4 beat-and-raise report. (Oct. 1, 2026)
Micron Technology tops lofty fiscal Q4 goals, guides above views. (Sept. 30, 2026)
FormFactor stock jumps as chip-gear firm gets fresh buy rating. (Sept. 30, 2026)
Apple predicted to sell 6 million iPhone Duo handsets this year. (Sept. 30, 2026)
Netflix stock upgraded to buy as investors miss big picture. (Sept. 29, 2026)
AMD expands AI expertise with World Labs acquisition. (Sept. 29, 2026)
SharkNinja stock has room to run higher, analyst says. (Sept. 28, 2026)
Nvidia stock rises as AI chipmaker plans huge share buyback. (Sept. 28, 2026)
Photo: Micron CEO Sanjay Mehrotra celebrates the first concrete pour milestone at its Clay, N.Y., fab site on July 9, 2026. (Micron)
Saturday, September 26, 2026
Week in review: Qualcomm shows off new edge AI chips; SOX adds 4 tickers
The following is a roundup of my stories from Investors.com.
Chip stocks rise after two-day skid. Tower Semiconductor among leaders. (Sept. 25, 2026)
Microsoft, IBD Stock of the Day, makes bullish move as software giant launches AI super-app. (Sept. 25, 2026)
Micron Technology stock wavers ahead of fiscal Q4 earnings report. (Sept. 25, 2026)
Chip stocks retreat. Qualcomm secures Apple licensing deal. (Sept. 24, 2026)
Qualcomm takes AI to the edge with new mobile chips. (Sept. 23, 2026)
Chip stocks drop after six-day climb for SOX index. (Sept. 23, 2026)
Microsoft stock gets another upgrade, price-target hike. (Sept. 23, 2026)
Netflix stock downgraded as YouTube swipes viewers. (Sept. 22, 2026)
Micron, IBD Stock of the Day, surges past early buy point with earnings ahead. (Sept. 22, 2026)
Microsoft scores positive reviews on AI momentum. (Sept. 22, 2026)
Chip stocks rise as four new names join SOX index. AMD breaks out. (Sept. 21, 2026)
HP stock drops after PC maker forecasts industry sales decline. (Sept. 21, 2026)
Photo: Qualcomm CEO Cristiano Amon touts smartphone chips at Snapdragon Summit 2026. (Qualcomm)
Saturday, September 19, 2026
Week in review: Apple iPhone 18 Pro Smartphones Go On Sale
The following is a roundup of my stories from Investors.com.
Chip stocks break through ceiling as sector rebounds. Macom is a standout. (Sept. 18, 2026)
Netflix stock downgraded to sell as viewer engagement wanes. (Sept. 18, 2026)
Apple stock near buy point as iPhone 18 Pro goes on sale. (Sept. 18, 2026)
AMD leads chip stocks higher amid sector rebound. (Sept. 17, 2026)
Apple iPhone 18 Pro sales helped by carrier promotions. (Sept. 17, 2026)
AMD, IBD Stock of the Day, gains as heavyweights dismiss AI slowdown. (Sept. 16, 2026)
Intel stock rises on talk of fab deal with SK Hynix. (Sept. 16, 2026)
Apple stock drops on 'lukewarm' iPhone 18 Pro demand. (Sept. 15, 2026)
Nvidia, AI chip stocks look to stem the bleeding after sell-off. (Sept. 15, 2026)
Photo: Apple iPhone 18 Pro handsets (Apple)
Saturday, September 12, 2026
Week in review: Apple introduces iPhone Duo
The following is a roundup of my stories from Investors.com.
Adobe stock in penalty box as investors await new CEO's strategy. (Sept. 11, 2026)
Apple, IBD Stock of the Day, rebounds bullishly after iPhone Duo debut. (Sept. 10, 2026)
Apple's iPhone Duo distracts from wearable AI advancements. (Sept. 10, 2026)
Apple unveils its first foldable smartphone, iPhone 18 Pro handsets. (Sept. 9, 2026)
Penguin Solutions tackles AI data center power challenge. (Sept. 9, 2026)
AMD, IBD Stock of the Day, runs past early buy point as chipmaker returns to favor. (Sept. 9, 2026)
TSMC, IBD Stock of the Day, rises above early buy point as chip stocks rally. (Sept. 8, 2026)
Arm extends AI reach from data centers to edge devices. (Sept. 8, 2026)
Photo: Apple iPhone Duo. (Apple)
Saturday, September 5, 2026
Week in review: Dell, Broadcom, Credo, Ambarella earnings
The following is a roundup of my stories from Investors.com.
Apple poised to unveil folding iPhone. (Sept. 4, 2026)
Chipmaker Ambarella posts mixed fiscal Q2 earnings report. (Sept. 3, 2026)
Nvidia buying AI platform Hugging Face for $12.9 billion. (Sept. 3, 2026)
Broadcom forecasts steep ramp in AI revenue. (Sept. 3, 2026)
Broadcom stock falls despite better-than-expected fiscal Q3 results. (Sept. 2, 2026)
Nvidia leads chip stocks higher amid renewed confidence in AI spending. (Sept. 2, 2026)
Dell's monster quarterly beat shows continued AI momentum. (Sept. 2, 2026)
Dell stock surges as computer maker trounces estimates. (Sept. 1, 2026)
Credo Technology stock falls despite beating fiscal Q1 targets. (Sept. 1, 2026)
Apple to begin new chapter with CEO John Ternus. (Aug. 31, 2026)
Photo: Dell notebook computer. (Dell)
Saturday, August 29, 2026
Week in review: ‘GTA 6’ preview; Nvidia, Marvell, Semtech, Intuit earnings
The following is a roundup of my stories from Investors.com.
Take-Two entices gamers with 'Grand Theft Auto 6' video preview. (Aug. 28, 2026)
Microsoft, IBD Stock of the Day, flashes new buy signal. Why it's still an 'AI winner.' (Aug. 28, 2026)
Marvell stock drops as analysts weigh in-line report. (Aug. 28, 2026)
Chipmaker Marvell edges above estimates but stock falls. (Aug. 27, 2026)
Nvidia stock breaks out on bullish quarterly report, outlook. (Aug. 27, 2026)
Nvidia rallies on major Amazon contract, fiscal Q2 beat-and-raise report. (Aug. 26, 2026)
Chipmaker Semtech smashes sales, earnings targets. Stock rises. (Aug. 25, 2026)
Intuit beats fiscal Q4 targets but misses with outlook. (Aug. 25, 2026)
AMD stock upgraded to strong buy. Here's why. (Aug. 25, 2026)
Nvidia makes waves with Poolside deal, AI investments. (Aug. 24, 2026)
Photo: “Grand Theft Auto 6” promotional art featuring main characters Jason and Lucia. (Rockstar Gamers)
Saturday, August 22, 2026
Week in review: Cerebras touts new AI accelerator
The following is a roundup of my stories from Investors.com.
Impinj set to revolutionize logistics with tracking chips. CEO eyes 'gigantic opportunity.' (Aug. 21, 2026)
Nvidia earnings preview: What's needed to drive Nvidia stock higher? (Aug. 21, 2026)
SiTime stock nabs fresh buy rating as 'technology disruptor.' (Aug. 20, 2026)
Marvell stock jumps on Google deal, Broadcom slides. (Aug. 19, 2026)
Opera hits sour note with soft full-year sales guidance. (Aug. 19, 2026)
Analog Devices tops views on strong data center, industrial chip sales. (Aug. 19, 2026)
Cerebras Systems introduces superfast AI accelerator. (Aug. 18, 2026)
Keysight Technologies trounces fiscal Q3 targets, ups outlook. (Aug. 18, 2026)
Micron, other chip stocks drop during dog days of summer. (Aug. 18, 2026)
Cerebras stock surges. AI market 'growing so fast,' says CEO. (Aug. 17, 2026)
Investors remember why they love memory-chip stocks. (Aug. 17, 2026)
Photo: Cerebras CS-4 computer. (Cerebras Systems)
Labels:
analog devices,
broadcom,
cerebras,
chips,
google,
impinj,
marvell,
micron,
nvidia,
opera,
sitime
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