Saturday, July 18, 2026

Week in review: Netflix, TSMC, ASML Q2 reports; chip stocks enter bear market


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

Chip stocks enter bear market. Astera Labs continues slump. (July 17, 2026)

Netflix stock falls amid slowing growth, less transparency. (July 17, 2026)

Netflix stock drops on Q2 sales miss, weak Q3 guidance. (July 16, 2026)

Chip stocks pummeled. SK Hynix dives. SOX socked again. (July 16, 2026)

Taiwan Semiconductor tops Q2 targets on leading-edge chip demand. (July 16, 2026)

Is this why memory stocks are plunging? (July 15, 2026)

Microsoft stock hit with price-target cuts after flaccid performance. (July 15, 2026)

Nvidia stock nears buy point on these positive signs. (July 15, 2026)

ASML stock rises on second-quarter beat, raised forecast. (July 15, 2026)

Netflix investors can't chill as stock goes downhill. (July 14, 2026)

These chip stocks are staying strong in a choppy market. (July 14, 2026)

Apple stock downgraded to sell. Here's why. (July 14, 2026)

Arm and Marvell tumble as chip stocks sell off. (July 13, 2026)

Taiwan Semiconductor posts stronger-than-expected June sales. (July 13, 2026)

Photo: Netflix miniseries "I Will Find You" premiere in New York City with actress Logan Browning. (Netflix)

Saturday, July 11, 2026

Week in review: U.S. chipmaking resurgence, SK Hynix IPO


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

Chips made in the USA are making a comeback. What investors should know. (July 10, 2026)

SK Hynix debut tests demand for memory-chip stocks. (July 10, 2026)

Google, Amazon increase data-center capacity plans. (July 10, 2026)

Dell stock nears buy point as investors heed Trump's call. (July 9, 2026)

Sandisk, Micron lead chip stocks rally. (July 9, 2026)

Nvidia, chip stocks rally despite U.S.-Iran war flare-up. (July 8, 2026)

Apple deal with Broadcom bolsters its made-in-America goals. (July 8, 2026)

Apple sales seen weathering hardware price increases. (July 7, 2026)

Micron, chip stocks fall despite Samsung profit surge. (July 7, 2026)

Credo leads rebound for semiconductor stocks. (July 6, 2026)

Rumored Nvidia AI computer delay called 'noise.' (July 6, 2026)

Broadcom stock rises on new Apple supply deal. (July 6, 2026)

Photo: Samsung Electronics semiconductor wafer. (Samsung)

Saturday, July 4, 2026

Week in review: Fox-Roku deal reconsidered; winners in industrial automation


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

'Grand Theft Auto 6' video game sales off to strong start. (July 2, 2026)

Nvidia partners with 'neoclouds' Sharon AI, Firmus Technologies. (July 2, 2026)

Cognex, IBD Stock of the Day, called play on industrial automation trend. (July 2, 2026)

These 2 stocks called best way to play industrial automation trend: Zebra, Cognex. (July 1, 2026)

Advanced Energy stock near buy point as chip gear firm upgraded. (July 1, 2026)

Fox stock upgraded as Roku acquisition reconsidered. (July 1, 2026)

Ambarella stock rockets as AI chipmaker scores 'top pick' rating. (June 30, 2026)

Lam Research stock, chip gear peers hit record highs. (June 30, 2026)

Sandisk stock gets sky-high price target amid chip stock rally. (June 30, 2026)

Allegro MicroSystems spikes to all-time high on 'best idea' rating. (June 29, 2026)

Applied Materials stock hits record high after price-target hikes. (June 29, 2026)

Micron wobbles. Are memory-chip makers illegally price-gouging customers? (June 29, 2026)

Why Apple wants to use banned Chinese memory chips. (June 29, 2026)

Photo: Roku home screen on television. (Roku)


Saturday, June 27, 2026

Week in review: Micron, Cerebras post earnings; Onsemi buys Synaptics


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

Nvidia stock continues slide amid tech sell-off. (June 26, 2026)

Onsemi acquisition seen diluting its data center focus. (June 26, 2026)

Netflix stock craters to lowest level in 20 months. (June 25, 2026)

Qualcomm stock rises as chipmaker jumps into AI data center market. (June 25, 2026)

IBM touts world's first sub-1 nanometer chip technology. (June 25, 2026)

Micron sends upbeat signal for memory chips as stock jumps. (June 25, 2026)

Micron stock jumps as memory-chip maker crushes Q3 estimates. (June 24, 2026)

Take-Two stock nabs fresh buy rating ahead of big game preorders. (June 24, 2026)

Cerebras stock falls despite improving outlook for AI chip sales. (June 24, 2026)

AI upstart Cerebras beats Q1 sales target, guides higher. (June 23, 2026)

Chip stocks tumble from record heights, lead tech wreck. (June 23, 2026)

Credo stock spikes to record high on bullish reports. (June 22, 2026)

Micron earnings seen rising 987% amid AI megatrend. (June 22, 2026)

Microchip, IBD Stock of the Day, nears follow-on buy point. (June 22, 2026)

Photo: Micron CEO Sanjay Mehrotra speaks at the company's Manassas, Virginia, fab to celebrate the start of 1-alpha DRAM chip manufacturing in the U.S. on May 22, 2026. (Micron)

Saturday, June 20, 2026

Week in review: Fox to buy Roku


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

Take-Two stock rises as 'GTA 6' game presales set to begin. (June 18, 2026)

Intel stock jumps on reported Apple chip business. (June 18, 2026)

Sphere balloons to record high before deflating. (June 17, 2026)

Applied Materials, ASML, Lam hit record highs, lead chip gear stocks rally. (June 17, 2026)

AMD, Arm, Intel get price-target hikes on 'CPU renaissance.' (June 17, 2026)

Lionsgate stock jumps on Netflix takeover talk. (June 16, 2026)

Nvidia latest big borrower: AI data centers, suppliers racking up debt. (June 16, 2026)

Nvidia stock retakes key level as chipmaker plans bond offering. (June 15, 2026)

Micron, AMD lead chip stocks rally on U.S.-Iran deal. (June 15, 2026)

Fox to acquire Roku in $22 billion deal, creating streaming video powerhouse. (June 15, 2026)

Photo: Roku home screen. (Roku)

Saturday, June 13, 2026

Week in review: Apple joins AI race with new Siri digital assistant


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

Roku stock soars on buyout chatter for streaming video platform. (June 12, 2026)

AMD stock upgraded to buy on GPU upside. (June 12, 2026)

Adobe tops targets but stock sinks to 7-year low as CFO departs. (June 11, 2026)

SharkNinja stock flirts with buy point after positive report. (June 11, 2026)

Intel bear turns bull. Here's why. (June 11, 2026)

Netflix stock gets price-target cut on lack of catalysts. (June 10, 2026)

Applied Materials, other chip gear stocks at record highs. (June 10, 2026)

Supermicro stock tumbles on financing deals to fund AI orders. (June 10, 2026)

Taiwan Semiconductor sales rise 30% in May, remain on target. (June 10, 2026)

Apple's AI news underwhelms. Siri AI release concerns persist. (June 9, 2026)

Apple joins AI race with new Siri digital assistant, Apple Intelligence tools. (June 8, 2026)

Intel stock jumps as Google reportedly signs on as foundry customer. (June 8, 2026

Cerebras stock initiated with buy ratings for AI chipmaker. (June 8, 2026)

Photo: Apple Intelligence on iPhone, iPad and Mac. (Apple)

Saturday, June 6, 2026

Week in review: Nvidia enters PC market


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

Apple set to introduce AI-powered Siri digital assistant at WWDC. (June 5, 2026)

Memory-chip stocks Micron, Sandisk get their wings clipped. (June 5, 2026)

Nvidia stock falls on concerns of backdoor AI chip sales to China. (June 5, 2026)

TSMC forecasts sustained AI chip demand. (June 4, 2026)

Broadcom stock dives as AI chip sales outlook disappoints. (June 4, 2026)

Broadcom stock slides despite AI-fueled beat-and-raise report. (June 3, 2026)

Nvidia shakes up PC market with its surprise entry. (June 3, 2026)

Marvell, AMD rally, lead chip stocks to record high. (June 3, 2026)

Serve Robotics expands into laundry delivery. (June 2, 2026)

Marvell stock soars on Nvidia endorsement, Computex news. (June 2, 2026)

Credo Technology beats quarterly targets but gross margins dip. (June 1, 2026)

Arm stock jumps as chip designer joins Nvidia PC effort. (June 1, 2026)

Nvidia brings AI processing to the desktop with new PC chip. (June 1, 2026)

Photo: Nvidia CEO Jensen Huang holds two RTX Spark laptops at Computex in Taiwan on June 1, 2026. (Nvidia)