Week in review: AMD, Arm, GlobalFoundries, SharkNinja, Sphere earnings

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

Why memory-chip stocks Micron and Sandisk are top of mind for investors. (May 8, 2026)

Apple, IBD Stock of the Day, looks ripe for the picking. Here's why. (May 8, 2026)

Microchip Technology stock jumps on quarterly beat, rosy outlook. (May 7, 2026)

Apple stock notches record high ahead of WWDC news. (May 7, 2026)

Macom Technology Solutions delivers strong fiscal Q2 results, outlook. (May 7, 2026)

Allegro MicroSystems stock falls despite beat-and-raise earnings report. (May 7, 2026)

Kulicke And Soffa Industries trounces estimates. Stock hits record high. (May 7, 2026)

SiTime stock launches on AI data center, LEO satellite opportunities. (May 7, 2026)

Timing-chip maker SiTime delivers Q1 beat-and-raise report. Stock surges. (May 6, 2026)

Chip designer Arm tops estimates with March-quarter results, outlook. (May 6, 2026)

SharkNinja brews Q1 beat on hot expresso machine sales. But stock retreats. (May 6, 2026)

AMD proves skeptics wrong. Stock soars on bullish report. (May 6, 2026)

AMD stock jumps as AI data center sales drive Q1 beat. (May 5, 2026)

Astera Labs delivers hefty beat-and-raise first-quarter report. (May 5, 2026)

Lam Research, IBD Stock of the Day, clears buy point on chip-gear investments. (May 5, 2026)

Sphere Entertainment posts showstopping Q1 performance. (May 5, 2026)

GlobalFoundries stock jumps on Q1 earnings beat, solid outlook. (May 5, 2026)

Lattice Semiconductor posts beat-and-raise Q1, makes acquisition. (May 4, 2026)

Advanced Energy Industries tops views, but stock tumbles late. (May 4, 2026)

ON Semiconductor clears Q1 hurdles, but stock drops. (May 4, 2026)

Photo: The Las Vegas Sphere. (Sphere)

Week in review: Apple, Garmin, Microsoft, Roku, Spotify earnings

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

Sandisk stock notches record high after chipmaker's huge earnings beat. (May 1, 2026)

Roku stock surges after video streamer's first-quarter beat. (May 1, 2026)

Apple can't meet demand for iPhones due to chip shortages. (May 1, 2026)

Apple tops March-quarter targets on strong iPhone 17 sales. Stock jumps on outlook. (April 30, 2026)

Data-center capex hikes positive for these AI stocks. (April 30, 2026)

Allegro MicroSystems, IBD Stock of the Day, surges ahead of earnings. (April 30, 2026)

Chip gear firm Entegris tops targets on AI-fueled demand. (April 30, 2026)

Microsoft beats fiscal Q3 views on cloud computing, AI strength. (April 29, 2026)

Chip gear supplier KLA posts beat-and-raise fiscal Q3, but stock falls late. (April 29, 2026)

Silicon Motion stock rockets as sales more than double. (April 29, 2026)

Garmin beats Q1 goals but sticks with prior full-year outlook. (April 29, 2026)

NXP Semiconductors stock jumps after beat-and-raise Q1 report. (April 28, 2026)

Nvidia, AI chip stocks fall on OpenAI funding concerns. (April 28, 2026)

Spotify stock falls as subscriber target comes in light after in-line Q1. (April 28, 2026)

Cadence Design Systems tops Q1 targets, guides above views. (April 27, 2026)

Broadcom, IBD Stock of the Day, hovers near buy zone. (April 27, 2026)

Chip stocks take a breather after historic run. What's next for semiconductor group? (April 27, 2026)

Photo: Garmin Venu 4 fitness smartwatches. (Garmin)

Week in review: Chip stocks hit record levels; Apple CEO steps down

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

Kulicke & Soffa Industries gets off the couch and starts to run. (April 24, 2026)

Intel surpasses 2000 dot-com boom high, hits new record. (April 24, 2026)

Intel stock jumps after chipmaker crushes Q1 targets, guides higher. (April 23, 2026)

Chipmaker MaxLinear beats Q1 views, guides up. MXL stock surges. (April 23, 2026)

TSMC in buy zone: Stock of the Day shows its chipmaking prowess. (April 23, 2026)

Chip stocks on epic run, fueled by AI megatrend, analog recovery. (April 23, 2026)

STMicroelectronics forecasts accelerating sales growth, sees AI upside. (April 23, 2026)

Lam Research ends March quarter like a lion. Here's why. (April 22, 2026)

Texas Instruments stock jumps on Q1 beat-and-raise report. (April 22, 2026)

Adobe has found a big buyer for its stock — itself. (April 22, 2026)

Astera Labs stock hits buy point after this news. (April 21, 2026)

Why Roku stock is at a 4-year high ahead of its Q1 report. (April 21, 2026)

Apple CEO Tim Cook to step down. IPhone maker shakes up executive ranks. (April 20, 2026)

Analog Devices, IBD Stock of the Day. extends breakout on analog chip recovery. (April 20, 2026)

AI-driven "CPU renaissance" to boost AMD, Arm and Intel, analyst says. (April 20, 2026)

Photo: Intel Xeon 6-plus wafer on display at the Intel Technology Tour 2025 in September 2025. (Intel)

Week in review: Netflix, Microsoft, other services face subscription fatigue

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

Satellite boom launches STMicroelectronics stock into orbit. (April 17, 2026)

Netflix stock mauled as video streamer faces sluggish growth outlook. (April 17, 2026)

Netflix stock sinks on soft guidance after Q1 beat. (April 16, 2026)

Consumers battle subscription fatigue. What it means for Netflix, Adobe. (April 16, 2026)

AMD, Onsemi, Semtech latest chip stocks to break out. (April 16, 2026)

Microsoft stock up after analysts reset expectations. (April 16, 2026)

Chip foundry TSMC beats first-quarter targets, guides up. (April 16, 2026)

Broadcom stock rises on Meta AI chip partnership. (April 15, 2026)

Chip gear giant ASML beats Q1 views, misses with Q2 sales outlook. (April 15, 2026)

Netflix stock rises ahead of video streamer's first-quarter report. (April 14, 2026)

Credo stock rockets on silicon photonics acquisition. (April 14, 2026)

Spotify stock rises as analysts turn up volume on streaming music leader. (April 13, 2026)

Sandisk, Marvell hit new highs. Other chip stocks nearing buy points. (April 13, 2026)

Photo: Icons for Microsoft software applications. (Microsoft)

Week in review: Chip stocks are rocking; Apple gains market share

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

AI chips are a looming battlefield in U.S.-China trade. What investors should know. (April 10, 2026)

Apple gaining market share in PCs, smartphones. (April 10, 2026)

TSMC tops Q1 sales target on strong AI chip demand. (April 10, 2026)

Chip stocks are rocking as investors come knocking. (April 9, 2026)

Kulicke and Soffa, IBD Stock of the Day, surges toward buy point in chip gear rally. (April 9, 2026)

Nvidia invests in CPU chip startup SiFive. (April 9, 2026)

Applied Materials debuts new gear for making AI chips. (April 8, 2026)

Dell stock gets price-target hikes after breakout. (April 8, 2026)

Apple's foldable iPhone still set for fall launch, analysts say. (April 8, 2026)

Aehr Test Systems posts mixed quarterly report, raises bookings outlook. (April 7, 2026)

Intel joins Elon Musk's Terafab chip factory project. (April 7, 2026)

Broadcom stock rises on Google AI chip deal. (April 7, 2026)

Citi puts AMD, Analog Devices on 30-day positive catalyst watch. (April 6, 2026)

ASML stock sinks on proposed China trade restrictions. (April 6, 2026)

Netflix stock upgraded to buy ahead of earnings report. (April 6, 2026)

Photo: ASML cleanroom for EUV wafer stage training. (ASML)

Week in review: Sphere Entertainment stock soars; Apple celebrates 50th anniversary

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

Semiconductor capex rising. Analysts name top stock picks. (April 3, 2026)

How Netflix is “boiling the frog”: Price hikes driving U.S. streaming video sales growth, not new subscribers. (April 3, 2026)

Sphere Entertainment scores positive Wall Street reports. Stock hits record high. (April 2, 2026)

“Buy the pullback” in memory chip stocks, analyst says. (April 2, 2026)

What’s next for Apple after company’s 50th anniversary? (April 1, 2026)

Netflix labeled “top pick” among media stocks. Here’s why. (March 31, 2026)

Micron stock price target slashed after plunge. (March 31, 2026)

Marvell stock jumps on Nvidia investment, partnership. (March 31, 2026)

Memory chip pricing strength likely to continue into 2027. (March 30, 2026)

Photo: Sphere Entertainment promotes The Wizard of Oz experience at the Las Vegas Sphere. (Sphere)

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)