Week in review: Automate 2024 conference; Arm, EA, Roblox, SharkNinja, SoundHound earnings

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

SharkNinja chief bullish on expansion into outdoor products. (May 10, 2024)

IBD Stock of the Day, Taiwan Semiconductor, jumps on April sales report, lifts fabless chipmakers. (May 10, 2024)

AI chip stocks hit wall of inflated expectations. (May 10, 2024)

Nvidia favorite SoundHound AI delivers beat-and-raise report. (May 9, 2024)

Roblox stock plunges on firm’s weak outlook. Investors say “game over.” (May 9, 2024)

SharkNinja beats first-quarter goals with strong kitchen device sales. (May 9, 2024)

Arm stock falls as chip designer misses with full-year sales outlook. (May 8, 2024)

AppLovin stock jumps on Q1 beat as advertising market improves. (May 8, 2024)

Industrial robots getting AI smarts to spur next growth phase. (May 8, 2024)

Investors knock out EA stock after game publisher’s March-quarter miss. (May 7, 2024)

Hot IPO stock Astera Labs beats Q1 targets on AI infrastructure spending. (May 7, 2024)

Apple touts AI capabilities of new iPad Pro tablets with cutting-edge chip. (May 7, 2024)

Chipmaker GlobalFoundries tops Q1 views, offers reassuring outlook. (May 7, 2024)

Bonus coverage of Automate 2024 conference on X:

Automate conference in Chicago kicks off with great talk by “Moneyball” legend and former Oakland Athletics exec Billy Beane on baseball and data-based decision making. (May 6, 2024)

View from the show floor at Automate Show. (May 6, 2024)

Photo: A Yaskawa robot moves assorted packages onto a conveyor belt at Automate 2024. (Patrick Seitz)

Week in review: Apple, AMD, Garmin, Logitech, Qualcomm, Supermicro, Zebra earnings

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

Apple edges above Wall Street’s targets and hikes dividend, share buybacks. (May 2, 2024)

Battery startup Enovix soars as smartphone customers line up. (May 2, 2024)

Qualcomm delivers beat-and-raise report as diversification efforts pay off. (May 1, 2024)

Nvidia stock drops after rival AMD gives uninspiring outlook. (May 1, 2024)

Garmin smashes first-quarter estimates on surging fitness device sales. (May 1, 2024)

Super Micro Computer posts mixed March-quarter results but tops views with outlook. (April 30, 2024)

Chipmaker AMD delivers in-line Q1 earnings report, Q2 outlook. (April 30, 2024)

Zebra Technologies signals improving outlook with Q1 earnings beat. (April 30, 2024)

PC peripherals maker Logitech returns to growth with March-quarter beat. (April 29, 2024)

NXP Semiconductors stock hits buy point on better-than-expected outlook. (April 29, 2024)

Apple stock out of favor, hopes for earnings report lift. (April 29, 2024)

Chipmaker Onsemi beats Q1 goals but offers soft outlook. (April 29, 2024)

Photo: Apple retail workers greet customers at the opening of the Apple Hongdae store in Seoul, South Korea, on Jan. 20, 2024. (Apple)

Week in review: Spotify, Roku, Microsoft, Intel earnings; AI stocks rally

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

Microsoft, Google reports lift Nvidia, Super Micro, other AI hardware makers. (April 26, 2024)

Chip gear vendor KLA tops March-quarter views as business stabilizes. (April 26, 2024)

Microsoft cloud strength drives March-quarter sales, earnings beat. (April 25, 2024)

Streaming video platform Roku tops views with Q1 results, guidance. (April 25, 2024)

Intel stock drops as chipmaker guides below views for Q2. (April 25, 2024)

Nvidia, Arista, Dell, Super Micro rise on Meta’s AI capex plan. (April 25, 2024)

Impinj stock soars as tracking-chip maker delivers beat-and-raise report. (April 24, 2024)

Chip gear maker Lam Research returns to earnings growth, ups outlook. (April 24, 2024)

Chipmaker Texas Instruments beats Q1 goals, gives reassuring outlook. (April 23, 2024)

Adobe brings more generative AI tools to Photoshop. (April 23, 2024)

Streaming music leader Spotify tops earnings target in first quarter. (April 23, 2024)

Cadence Design Systems stock drops on weak Q2 guidance. (April 22, 2024)

AI stocks rebound after Friday’s brutal sell-off. (April 22, 2024)

Evergreen stories:

Is Netflix stock a buy after video streamer’s first-quarter report? (April 22, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (April 22, 2024)

Is AMD stock a buy before chipmaker’s first-quarter earnings report? (April 22, 2024)

Is Apple stock a buy amid myriad challenges? (April 22, 2024)

Photo: Spotify sponsored a library-themed art installation at The Grove in Los Angeles April 16-18, 2024, to promote the new album from Taylor Swift, “The Tortured Poets Department.” (Spotify)

Week in review: Netflix, ASML, TSMC earnings; Super Micro, Nvidia tumble

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

Nvidia, AI stocks catch a cold after Super Micro Computer sneezes. (April 19, 2024)

Super Micro stock plunges 23% on lack of preliminary results. It’s a big sell signal. (April 19, 2024)

Netflix stock tumbles on soft guidance, reduced disclosure. (April 19, 2024)

Netflix beats Q1 targets but comes up short with Q2 sales outlook. (April 18, 2024)

Taiwan Semiconductor returns to growth with Q1 beat but gives cautious view. (April 18, 2024)

Super Micro Computer stock seesaws, but finds support at key level. (April 17, 2024)

Chip designer Arm looks to lower data-center power consumption. (April 17, 2024)

Chip gear giant ASML misses Q1 sales goal, offers soft outlook. (April 17, 2024)

Apple stock drops as growth outlook called anemic to negative. (April 16, 2024)

AMD unveils new AI chips for business PCs. (April 16, 2024)

Smart-home firm Resideo to buy Snap One, adding to tech portfolio. (April 15, 2024)

Recent IPO Astera Labs gets bullish analyst coverage. (April 15, 2024)

Photo: Actress Millie Bobby Brown attends the premiere of her Netflix movie “Damsel” on March 1, 2024, in New York City. (Netflix)

Week in review: Nvidia validates humanoid robots

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

Apple stock rises on AI Mac news. Shares look to retake key level. (April 12, 2024)

Netflix stock treading water ahead of Q1 earnings report. (April 12, 2024)

Chipmaker Marvell touts new AI business but market shrugs. (April 11, 2024)

Microsoft, IBD Stock of the Day, holds tight in uncertain market. (April 11, 2024)

Apple’s AI iPhone could see 5G-like upgrade cycle. (April 11, 2024)

How AI powerhouse Nvidia validates humanoid robots with new initiative. (April 11, 2024)

Nvidia, IBD Stock of the Day, shakes off AI chip competition. (April 10, 2024)

AI chip boom drives Q1 sales beat for Taiwan Semiconductor Manufacturing. (April 10, 2024)

This semiconductor stock called underappreciated play on U.S. chip reshoring. (April 9, 2024)

Arm stock wavers as Google introduces Arm-based data center processor. (April 9, 2024)

AppLovin stock rises after positive showing at mobile apps event. (April 8, 2024)

Semiconductor stocks Arm, Micron, TSMC advance on positive news. (April 8, 2024)

Evergreen stories:

Is Netflix stock a buy before video streamer’s first-quarter report? (April 8, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (April 8, 2024)

Is AMD stock a buy before chipmaker’s first-quarter earnings report? (April 8, 2024)

Is Apple stock a buy amid myriad challenges? (April 8, 2024)

Photo: Nvidia CEO Jensen Huang flanked by humanoid robots in development. (Nvidia)

Week in review: Netflix, Roku, Spotify in focus

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

Roku faces advertising weakness, heightened competition. (April 5, 2024)

Netflix scores Street-high price target on “solid momentum.” (April 5, 2024)

Astera Labs reaches for the stars with AI networking chips. (April 5, 2024)

Broadcom, IBD Stock of the Day, surfs higher on AI stock wave. (April 4, 2024)

Spotify price hikes signal music streamer focused on profitability. (April 4, 2024)

Taiwan quake seen having minimal impact on TSMC but raises concerns. (April 3, 2024)

Intel stock tanks after chipmaker discloses ugly foundry financials. (April 3, 2024)

Dell, IBD Stock of the Day, offers possible buy point after pullback. (April 2, 2024)

Autodesk stock drops on accounting investigation. (April 2, 2024)

Microsoft stock nabs price-target hike on AI monetization prospects. (April 1, 2024)

Apple sales, earnings seen declining in 2024 amid iPhone slowdown. (April 1, 2024)

Photo: Actress Eiza Gonzalez poses at the world premiere of her Netflix miniseries “3 Body Problem” on March 8, 2024, at the SXSW Festival in Austin, Texas. (Netflix)

Week in review: Adobe Summit news, Semtech earnings

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

Semtech stock rises as chipmaker sees improving end-market demand. (March 28, 2024)

AI data centers seen driving demand for copper. These stocks could benefit. (March 28, 2024)

Netflix stock removed from “best ideas list” after steep climb. (March 27, 2024)

Adobe investors will need patience for AI windfall, analyst says. (March 27, 2024)

Adobe pitches new generative AI tool to marketing pros. (March 26, 2024)

Semtech stock surges after chipmaker called “hidden gem.” (March 26, 2024)

Arm Holdings, IBD Stock of the Day, could get lift from Chinese chipmakers. (March 25, 2024)

China aims to phase out AMD, Intel chips from government computers. (March 25, 2024)

Evergreen stories:

Is Netflix stock a buy before video streamer’s first-quarter report? (March 27, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (March 27, 2024)

Is AMD stock a buy before chipmaker’s first-quarter earnings report? (March 26, 2024)

Is Apple stock a buy amid antitrust lawsuit drama? (March 25, 2024)

Photo: Adobe Firefly application (Adobe)