Saturday, July 27, 2024

Week in review: Chip stock meltdown; Spotify, Cadence, Impinj, TI earnings


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

Microsoft’s earnings report puts spotlight on cloud, AI. (July 26, 2024)

Low smartphone upgrades at AT&T signal headwind for Apple. (July 25, 2024)

Nvidia, semiconductor stocks seesaw after Wednesday’s meltdown. (July 25, 2024)

Tracking-chip maker Impinj locates better-than-expected Q2 results. (July 24, 2024)

Chip gear supplier KLA delivers beat-and-raise report, sending shares higher. (July 24, 2024)

Apple stock seen rising on AI replacement cycle. (July 24, 2024)

Texas Instruments stock rises after chipmaker posts earnings beat. (July 23, 2024)

What Verizon’s low smartphone upgrades mean for Apple. (July 23, 2024)

Streaming music giant Spotify beats Q2 subscriber, profit targets. (July 23, 2024)

Cadence Design Systems beats Q2 targets, but guides below views. (July 22, 2024)

Netflix’s advertising business is taking longer to scale than expected. (July 22, 2024)

Nvidia stock gets price-target hikes as shares test key support level. (July 22, 2024)

Photo: Blake Shelton and Post Malone perform onstage at Spotify House during CMA Fest 2024 in June. (Spotify)

Saturday, July 20, 2024

Week in review: Netflix, TSMC, ASML earnings; Chip stock sell-off


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

Chip designer Arm flexes muscles in AI, other markets. (July 19, 2024)

Netflix adds more subscribers than forecast, but its sales outlook misses views. (July 18, 2024)

Nvidia, chip stocks attempt rebound after sell-off called overreaction. (July 18, 2024)

Taiwan Semiconductor tops Q2 views amid robust AI chip demand. (July 18, 2024)

Garmin, IBD Stock of the Day, drives into buy zone. (July 17, 2024)

Chip gear giant ASML tops Q2 views but outlook disappoints. (July 17, 2024)

Broadcom likely to keep custom AI chip lead thanks to incumbency. (July 16, 2024)

Should Netflix be valued like tech stock or media stock? (July 16, 2024)

Nvidia investors cautious as analysts stay bullish on AI chipmaker. (July 15, 2024)

Apple stock hits record high as iPhone maker gets fresh buy rating. (July 15, 2024)

Photo: Netflix promotion for movie “Beverly Hills Cop: Axel F” (Netflix)

Saturday, July 13, 2024

Week in review: AI chip stock sell-off; Apple hits $3.5 trillion market cap


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

AI chip stock sell-off was “wake-up call,” analyst says. (July 12, 2024)

EA stock surges ahead of college football video game release. (July 11, 2024)

Broadcom stock gets price-target hike for AI strength. (July 11, 2024)

Microsoft’s steep AI investments raise questions about returns. (July 10, 2024)

AMD bolsters enterprise AI capabilities with Silo AI purchase. (July 10, 2024)

Chipmaker TSMC beats June sales goal on AI boost. (July 10, 2024)

Apple stock first to close above $3.5 trillion market cap. (July 9, 2024)

ASML stock premium valuation is justified: report. (July 9, 2024)

Netflix stock gets price-target hike as streamer dominates. (July 9, 2024)

Apple iPhone 16 sales face consumer spending slowdown. (July 9, 2024)

Nvidia AI chip demand called “exceedingly robust” after channel checks. (July 8, 2024)

Evergreen stories:

Is AMD stock a buy ahead of chipmaker’s Q2 earnings report? (July 11, 2024)

Is Netflix stock a buy before video streamer’s Q2 report? (July 11, 2024)

Is Apple stock a buy after tech giant hits $3.5 trillion market cap? (July 10, 2024)

Photo: Nvidia DGX Cloud system illustration (Nvidia)

Saturday, July 6, 2024

Week in review: Satellite connectivity could drive Apple iPhone upgrades


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

AI is “revenue mirage” for enterprise software firms, analyst says. But Amazon called an AI winner. (July 5, 2024)

OLED display leader has positive catalysts ahead. (July 5, 2024)

AI PCs are here. Let the upgrades begin, computer makers say. (July 5, 2024)

IBD Stock of the Day ASML bullishly returns to buy zone. (July 3, 2024)

Satellite links, more than AI, could drive Apple iPhone upgrades. (July 3, 2024)

Netflix stock gets bullish call on live sports, other initiatives. (July 2, 2024)

Universal Display stock gains as more devices use OLED displays. (July 2, 2024)

Nvidia stock seen reaching new high on “robust” sales. (July 1, 2024)

Apple might raise prices on high-end iPhones to subsidize cheaper handsets. (July 1, 2024)

Photo: Apple satellite connectivity for Emergency SOS and iMessage apps. (Apple)