Portfolio
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
Saturday, August 15, 2026
Week in review: Applied Materials, Cerebras, Life360, Supermicro earnings
The following is a roundup of my stories from Investors.com.
SK Hynix, IBD Stock of the Day, forming IPO base but actionable now. (Aug. 14, 2026)
Dell stock scores price-target hike after breakout. (Aug. 14, 2026)
Applied Materials edges above views with fiscal Q3 results, outlook. (Aug. 13, 2026)
Sandisk stock jumps on bullish outlook, leads memory names higher. (Aug. 13, 2026)
Nvidia, IBD Stock of the Day, nears buy point ahead of fiscal Q2 earnings report. (Aug. 13, 2026)
AI chipmaker Cerebras says core revenue jumped 103% in Q2. (Aug. 12, 2026)
Supermicro soars on report. Why Nvidia is also rallying. (Aug. 12, 2026)
Snake-bit Supermicro surprises with big earnings beat. (Aug. 11, 2026)
Nvidia stock wavers as chipmaker rounds up funding for AI buildout. (Aug. 11, 2026)
Ambiq Micro stock rises on chipmaker's beat-and-raise report. (Aug. 11, 2026)
Life360 stock plunges on mixed second-quarter report, soft full-year outlook. (Aug. 10, 2026)
TSMC sales jump 45% on strong AI chip demand but investors shrug. (Aug. 10, 2026)
Apple stock downgraded ahead of iPhone 18 launch. (Aug. 10, 2026)
Ceva tops Q2 targets on edge AI tech licensing. (Aug. 10, 2026)
Photo: Life360 mobile app safety check screen. (Life360)
Labels:
apple,
applied materials,
cerebras,
chips,
dell,
iphone,
life360,
nvidia,
sandisk,
sk hynix,
supermicro,
tsmc
Saturday, August 8, 2026
Week in review: Humanoid robots on the march; AMD, Sandisk, SharkNinja, Spotify earnings
The following is a roundup of my stories from Investors.com.
Take-Two sticks to its guns on full-year outlook. TTWO stock rises on 'GTA 6' preorders. (Aug. 7, 2026)
Microchip Technology stock jumps, leads SOX index higher. (Aug. 7, 2026)
Next AI battleground: U.S., China scramble to lead in humanoid robots. (Aug. 6, 2026)
Macom, SiTime jump as chip stocks stage comeback. (Aug. 6, 2026)
Sandisk beats fiscal Q4 targets but gives in-line outlook. (Aug. 5, 2026)
SharkNinja beats June-quarter views amid hot device sales. (Aug. 5, 2026)
Astera Labs sales more than double in second quarter. (Aug. 4, 2026)
AMD stock drops as chipmaker disappoints with modest quarterly beat. (Aug. 4, 2026)
Qnity Electronics tops Q2 views, raises full-year guidance. (Aug. 4, 2026)
Spotify stock falls after music streamer misses earnings goal. (Aug. 4, 2026)
Nvidia stock retakes key level as chip stocks waver. (Aug. 3, 2026)
Microsoft stock breaks out into buy zone. Here's why. (Aug. 3, 2026)
Photo: Nvidia Isaac GR00T reference humanoid robot. (Nvidia)
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