Week in review: Apple iPhone shortage; Microsoft, Sandisk, KLA, Lam, ASML, TI earnings

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

Sandisk rockets as memory stocks called “the new gold.” (Jan. 30, 2026)

Chip-gear maker KLA tops estimates but stock falls. (Jan. 30, 2026)

Apple faces iPhone shortages amid chip production constraints. (Jan. 30, 2026)

Apple handily beats holiday-quarter goals on record iPhone sales. (Jan. 29, 2026)

Sandisk stock soars as memory-chip maker smashes estimates. (Jan. 29, 2026)

Microsoft earnings report brings out the bears as Azure growth disappoints. (Jan. 29, 2026)

Microsoft beats December-quarter targets, but stock falls late. (Jan. 28, 2026)

Lam Research stock rises as chip-gear firm tops targets. (Jan. 28, 2026)

ASML stock falls despite strong sales forecast for 2026. (Jan. 28, 2026)

Texas Instruments guides above Q1 estimates after roughly in-line Q4. (Jan. 27, 2026)

Micron expands memory-chip production in Singapore amid shortage. (Jan. 27, 2026)

Apple stock sentiment mixed ahead of holiday-quarter report. (Jan. 26, 2026)

AMD stock flirts with buy point ahead of Q4 report. (Jan. 26, 2026)

Photo: Prince William visits KLA's Newport, U.K., facilities in December 2025. (KLA/Andrew Parsons/Kensington Palace)

Week in review: Intel, Netflix earnings; Serve Robotics deal

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

Nvidia, IBD Stock of the Day, looks to finally score China sales. (Jan. 23, 2026)

Intel stock falls after investor expectations get ahead of reality. (Jan. 23, 2026)

Intel stock drops on weak first-quarter guidance after Q4 beat. (Jan. 22, 2026)

Adobe partners with Hollywood players on generative AI. (Jan. 22, 2026)

Netflix guidance disappoints. Executives defend Warner Bros. deal. (Jan. 21, 2026)

Netflix stock falls after video streamer misses with Q1 outlook. (Jan. 20, 2026)

Serve Robotics buying fellow Nvidia-powered bot maker. (Jan. 20, 2026)

Photo: Intel event at CES 2026. (Intel)

Week in review: TSMC earnings beat; Silicon Labs focused on edge AI

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

Chipmaker TSMC adds fuel to AI megatrend hype with Q4 report. (Jan. 16, 2026)

AMD, IBD Stock of the Day, jumps into buy area on TSMC results. (Jan. 15, 2026)

Silicon Labs sees AI moving to the intelligent edge. (Jan. 15, 2026)

Taiwan Semiconductor beats Q4 targets on advanced chip production, (Jan. 15, 2026)

Videoconferencing, gaming gear key areas for Logitech. (Jan. 14, 2026)

SoundHound stock in doghouse as sales growth slows. (Jan. 14, 2026)

Oshkosh adds autonomy to industrial, construction gear. (Jan. 13, 2026)

Intel could become No. 2 chip foundry, analyst says. (Jan. 13, 2026)

Macom stock breaks out on satellite business prospects. (Jan. 12, 2026)

Nvidia partners with biotech firms on AI drug discovery. (Jan. 12, 2026)

Apple confirms use of Google Gemini for AI upgrades. (Jan. 12, 2026)

Photo: TSMC fab in Arizona. (TSMC)

Week in review: CES 2026 featured AI chips, humanoid robots, toilet tech

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

Humanoid robots captivate crowds at CES 2026 tech trade show. (Jan. 9, 2026)

CES 2026 show is flush with toilet tech. (Jan. 9, 2026)

Wearable AI gadgets could be next big thing. (Jan. 9, 2026)

Caterpillar bringing AI smarts, autonomy to construction sites. (Jan. 8, 2026)

Lenovo’s Qira joins crowded AI voice assistant market. (Jan. 7, 2026)

Nvidia looks to sell more advanced AI chips to China. (Jan. 7, 2026)

Nvidia analysts upbeat after AI chipmaker’s CES 2026 report. (Jan. 6, 2026)

AMD promotes new AI chip, sees industry demand reaching yottaflops. (Jan. 6, 2026)

Nvidia touts latest AI processor, Rubin, at CES 2026. (Jan. 5, 2026)

CES 2026: How AI is fueling hardware upgrades, productivity. (Jan. 5, 2026)

Photo: Throne smart toilet device (Throne)

Week in review: CES 2026 preview, Netflix stock sinks

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

Netflix stock sinks into the upside down despite “Stranger Things” success. (Jan. 2, 2026)

ASML stock jumps on double upgrade for chip gear leader. (Jan. 2, 2026)

Apple stock initiated at neutral. Here’s why. (Jan. 2, 2026)

Nvidia asks TSMC to boost H200 production amid China demand. (Dec. 31, 2025)

Nova, IBD Stock of the Day, flirts with buy point amid strong chip gear demand. (Dec. 30, 2025)

CES 2026: AI, robots, wearables, industrial machines in focus. (Dec. 30, 2025)

“Grand Theft Auto” game publisher is a steal, analyst says. (Dec. 29, 2025)

Photo: Actress Millie Bobby Brown attends the season five premiere of “Stranger Things” in London on Nov. 13, 2025. (Netflix)

Week in review: 2026 predictions for Apple, Microsoft; Nvidia-Groq deal

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

Nvidia deal with Groq called “strategic” amid rise of custom AI chips. (Dec. 26, 2025)

Nvidia, IBD Stock of the Day, actionable ahead of CES news. (Dec. 24, 2025)

Microsoft will “prove doubters wrong” in 2026 with AI-fueled growth. (Dec. 24, 2025)

Citi makes left-field choice for top pick among chip stocks. (Dec. 23, 2025)

Will 2026 be the year Apple finally joins the AI race? (Dec. 23, 2025)

Nvidia stock climbs on China export news. (Dec. 22, 2025)

Photo: Microsoft Ignite conference 2025. (Microsoft)

Week in review: Micron stuns with earnings beat, Nvidia stock called ‘cheap’

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

Nvidia stock looks “cheap,” analysts say. (Dec. 19, 2025)

Lam Research, IBD Stock of the Day, hits all-time high on 2026 prospects. (Dec. 19, 2025)

Micron stock jumps on “stunning” quarterly results, guidance. (Dec. 18, 2025)

Micron stock surges as memory-chip maker smashes estimates. (Dec. 17, 2025)

Apple seen moving from AI laggard to leader in 2026. (Dec. 17, 2025)

Micron getting tailwind from rising memory-chip prices. (Dec. 16, 2025)

SharkNinja stock lands on three “top picks” lists for 2026. (Dec. 15, 2025)

KLA stock nears buy point as chip-gear maker upgraded. (Dec. 15, 2025)

Nvidia reportedly seeing high demand from China for H200 AI chips. (Dec. 15, 2025)

Photo: Micron 1-beta DRAM wafer (Micron Technology)