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)

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)

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)

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)

Week in review: Dell, Micron, Sandisk, Semtech, TSMC shares hit record highs

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

AI computer design diversity a boon for Synopsys, says CFO. (May 29, 2026)

Dell stock jumps 33% on heady AI data center sales. (May 29, 2026)

Dell Technologies smashes Q1 estimates, hikes outlook on AI boom. (May 28, 2026)

Edge AI chipmaker Ambarella narrowly tops Q1 estimates. (May 28, 2026)

Micron, Sandisk score price-target hikes, continue advance. (May 28, 2026)

Nvidia partner Synopsys posts beat-and-raise report. But stock drops. (May 27, 2026)

Chipmaker Marvell posts in-line Q1, guides above views on AI strength. (May 27, 2026)

TSMC, IBD Stock of the Day, flirts with buy point as chip giant will raise prices amid AI demand. (May 27, 2026)

Semtech stock surges as chipmaker tops Wall Street's targets. (May 26, 2026)

AI laggard Apple could end up as an AI winner. Here's how. (May 26, 2026)

Micron stock gets big price-target hike, hits record high. (May 26, 2026)

Photo: Micron CEO Sanjay Mehrotra speaks at the company s Manassas, Virginia, fab on May 22, 2026. (Micron)

Week in review: Dell stock soars, Nvidia earnings beat, Take-Two lowballs guidance

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

Dell stock surges ahead of AI-driven fiscal Q1 report. (May 22, 2026)

Spotify stock rises on AI innovations, new music services. (May 22, 2026)

Take-Two stock drops as game publisher lowballs 'GTA 6' sales. (May 22, 2026)

'Grand Theft Auto' game publisher disappoints with year-ahead outlook. (May 21, 2026)

Chinese video game publisher NetEase drops despite Q1 beat. (May 21, 2026)

Intuit stock tanks after tax software sales miss views. (May 21, 2026)

Nvidia stock scores flurry of price-target hikes but shares dip. (May 21, 2026)

Nvidia beats Q1 estimates. Stock slips. (May 20, 2026)

TurboTax maker Intuit files beat-and-raise report, announces job cuts. (May 20, 2026)

Chipmaker Analog Devices tops quarterly estimates, raises outlook. But stock falls. (May 20, 2026)

Keysight Technologies stock surges on big beat-and-raise report. (May 19, 2026)

Dell stock nabs price-target hikes on AI strategy. (May 19, 2026)

Cerebras stock rises on possible inclusion in S&P indexes. (May 19, 2026)

Netflix sentiment improves after video streamer's upfront presentation. (May 19, 2026)

Nvidia investors hold their breath ahead of Q1 report. Here's what to expect. (May 18, 2026)

Photo: Dell Technologies World conference in Las Vegas on May 18, 2026. (Dell)

Week in review: Cerebras is latest hot AI stock

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

Cerebras IPO scores blockbuster debut as next hot AI stock. (May 14, 2026)

Applied Materials stock jumps as chip-gear firm cruises past estimates. (May 14, 2026)

Nvidia stock extends winning streak on China news. (May 14, 2026)

Chip-gear firm Nova lights up on first-quarter beat. (May 14, 2026)

Nvidia rallies as CEO Jensen Huang joins Trump's China trip. (May 13, 2026)

Tower Semiconductor gets boost from AI infrastructure business. (May 13, 2026)

Ambiq stock surges on chipmaker's accelerating sales growth. (May 12, 2026)

AI stocks Nvidia, AMD, Broadcom nab price-target hikes. (May 12, 2026)

Chip-gear standout Camtek tops Q1 views, guides higher. (May 12, 2026)

Qnity Electronics beats Q1 targets, raises full-year outlook. (May 12, 2026)

Chipmaker Cerebras upsizes IPO amid AI stocks boom. (May 11, 2026)

Photo: Worker holds a Cerebras Wafer-Scale Engine. (Cerebras)