Week in review: Netflix price increases, Tesla’s Terafab, memory chip stocks fall

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

Netflix tests subscriber loyalty with price increases. (March 27, 2026)

Cirrus Logic stock breaks out on Apple partnership. (March 26, 2026)

ASML stock called “top pick” as memory-chip makers upgrade gear. (March 26, 2026)

Morgan Stanley defends memory chip stocks amid slump. (March 26, 2026)

Is the party over for memory chip stocks? Micron, Sandisk continue pullback. (March 25, 2026)

Arm forecasts steep sales ramp for new AI server chip. (March 25, 2026)

Micron stock falls as rival SK Hynix ups investments. (March 24, 2026)

TSMC hitting production capacity limits, says Broadcom. (March 24, 2026)

Chip gear stocks jump on Tesla’s Terafab plans. (March 23, 2026)

Photo: Actress Keri Russell attends the season two premiere of her Netflix series “The Diplomat” in October 2024 in New York City. (Netflix)

Week in review: Nvidia GTC news; Micron earnings beat

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

Dell stock jumps as computer maker seen benefiting from Supermicro woes. (March 20, 2026)

Advanced Energy nabs price-target hike. (March 20, 2026)

Adobe stock hits 7-year low after it’s branded AI loser. (March 19, 2026)

Micron stock falls as investors suspect peak is near and take profits. (March 19, 2026)

Micron obliterates Wall Street’s Q2 targets on AI data center business. (March 18, 2026)

Spotify stock has multiple catalysts ahead, analyst says. (March 18, 2026)

Nvidia preparing to cash in on China AI market. (March 18, 2026)

Nvidia “checks all the boxes,” but stock remains range-bound. Here’s why. (March 17, 2026)

Semtech stock falls despite chipmaker posting beat-and-raise report. (March 16, 2026)

Nvidia doubles AI hardware forecast, touts new inferencing chip. (March 16, 2026)

Photo: Nvidia CEO Jensen Huang speaks at the company’s GTC 2026 conference in San Jose, Calif. (Nvidia)

Week in review: Adobe CEO steps down; Synopsys unveils new chip design tools

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

Tech trends turned memory players into powerful AI stocks. What investors should know. (March 13, 2026)

Nvidia partner Synopsys accelerates shift from silicon to systems. (March 13, 2026)

Adobe stock falls despite better-than-expected report as CEO steps down. (March 12, 2026)

Nvidia GTC event set for Monday. Here’s what to expect from the AI leader. (March 12, 2026)

Dell, IBD Stock of the Day, buoyed by “Texas-size AI backlog.” (March 12, 2026)

Synopsys unveils new tools for designing AI chips, systems. (March 11, 2026)

Nvidia invests $2 billion in Nebius to fund AI data center buildout. (March 11, 2026)

Chip gear spending shows no signs of slowing, analyst says. (March 10, 2026)

Nvidia invests in AI startup Thinking Machines. (March 10, 2026)

Chip foundry TSMC says its sales rose 22% in February. (March 10, 2026)

Photo: Adobe and Major League Baseball on March 9 announced an expansion of their multiyear partnership. Adobe will help drive the next generation of digital fan experiences for MLB. (Adobe)

Week in review: Broadcom, Marvell earnings; Apple iPhone 17e, MacBook Neo launch

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

Marvell gets AI sales boost in fiscal Q4. Stock rises. (March 5, 2026)

Broadcom shows AI infrastructure spending remains strong. (March 5, 2026)

Broadcom tops fiscal Q1 targets, guides above views on AI strength. (March 4, 2026)

Semtech expands data center portfolio with acquisition. (March 4, 2026)

Apple enters budget notebook PC market with MacBook Neo. (March 4, 2026)

Apple refreshes MacBook computers, Studio Display lineup. (March 3, 2026)

Ouster, the "eyes" of physical AI, delivers Q4 earnings surprise. (March 3, 2026)

Credo Technology beats fiscal Q3 targets, but still disappoints. (March 2, 2026)

Apple introduces low-cost iPhone 17e, upgraded iPad Air. (March 2, 2026)

Photo: Apple MacBook Neo notebook computer. (Apple)

Week in review: Nvidia earnings fail to impress; Netflix gives up Warner bid

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

Netflix wins by losing Warner Bros. deal, analysts say. (Feb. 27, 2026)

Synopsys to reveal Ansys synergies at conference. (Feb. 27, 2026)

Dell stock soars as AI data center business fuels growth. (Feb. 27, 2026)

Dell stock jumps as computer maker trounces estimates. (Feb. 26, 2026)

Intuit tops fiscal Q2 estimates, sees AI benefiting business. (Feb. 26, 2026)

ACM Research stock tumbles on Q4 earnings miss. (Feb. 26, 2026)

Hot spinoff Qnity Electronics crushes Q4 earnings estimates. (Feb. 26, 2026)

Nvidia stock drops despite bullish Q4 report. AI angst blamed. (Feb. 26, 2026)

Nvidia beats Wall Street targets. Stock edges higher. (Feb. 25, 2026)

Why Monolithic Power Systems, IBD Stock of the Day, is called a top pick. (Feb. 24, 2026)

AMD stock rises on Meta AI infrastructure deal. (Feb. 24, 2026)

Analysts tout three chip stocks hovering around buy zones. (Feb. 23, 2026)

Nvidia stock gets vote of confidence before Q4 report. (Feb. 23, 2026)

Photo: Nvidia server display at CES 2026 (Nvidia)

Week in review: Analog Devices, Cadence earnings; Lattice Semiconductor profile

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

ASML, IBD Stock of the Day, gets rock star treatment. (Feb. 20, 2026)

Nvidia looks for boost from Q4 earnings, GTC news. (Feb. 20, 2026)

Onto Innovation misses Q4 targets but guides higher than views. (Feb. 19, 2026)

Lattice Semiconductor making key plays in AI Super Bowl. (Feb. 19, 2026)

Analog Devices gets blizzard of price-target hikes. (Feb. 19, 2026)

Chipmaker Analog Devices reports accelerating sales, earnings growth. (Feb. 18, 2026)

Tech leader Camtek rises after mixed Q4 report, modest outlook. (Feb. 18, 2026)

Nvidia announces AI partnership with Meta Platforms. (Feb. 17, 2026)

MKS stock falls after chip-gear maker edges above Q4 targets. (Feb. 17, 2026)

Cadence Design Systems tops views with Q4 results, 2026 outlook. (Feb. 17, 2026)

Photo: Analog Devices signage. (ADI)

Week in review: SharkNinja, Spotify earnings reports

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

AMD taking PC, server market share from Intel. (Feb. 13, 2026)

Taiwan Semiconductor Manufacturing scores fresh buy rating. (Feb. 13, 2026)

Roku stock jumps on lights-out fourth-quarter earnings. (Feb. 12, 2026)

Applied Materials trounces expectations with big quarterly beat. (Feb. 12, 2026)

Hopes fade for early 2026 Apple Siri release. Apple stock drops. (Feb. 12, 2026)

Chip-gear maker Nova beats views for Q4, guides higher. (Feb. 12, 2026)

Tower Semiconductor tops Q4 estimates, raises Q1 sales target and capex. (Feb. 11, 2026)

SharkNinja beats Q4 estimates, initiates first stock buyback. (Feb. 11, 2026)

Lattice Semiconductor weaves Q4 sales beat. Stock rises. (Feb. 10, 2026)

Astera Labs stock drops despite solid Q4 results, guidance. (Feb. 10, 2026)

Advanced Energy Industries powers higher after Q4 beat-and-raise report. (Feb. 10, 2026)

TSMC stock hits record high as chip foundry posts strong sales. (Feb. 10, 2026)

Entegris stock rises after chip-gear maker's Q4 beat. (Feb. 10, 2026)

Spotify stock jumps on improved profitability, user growth. (Feb. 10, 2026)

Onsemi stock drops on soft sales forecast after in-line Q4. (Feb. 9, 2026)

STMicroelectronics stock nears buy point on Amazon Web Services deal. (Feb. 9, 2026)

Photo: SharkNinja teamed with the estate of legendary actress and sex symbol Marilyn Monroe to celebrate the 100th anniversary of her birthday. (SharkNinja)