Saturday, August 31, 2024

Week in review: Nvidia, Autodesk, Best Buy, Dell, Marvell earnings


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

Marvell Technology seeing strong AI chip demand. (Aug. 30, 2024)

AI computer sales fuel Dell’s better-than-expected Q2 results. (Aug. 30, 2024)

Arista Networks, IBD Stock of the Day, cashing in on AI spending wave. (Aug. 30, 2024)

Autodesk beats fiscal Q2 goals, ups full-year outlook. (Aug. 29, 2024)

AppLovin, IBD Stock of the Day, hits buy point following post-earnings surge. (Aug. 29, 2024)

Nvidia stock drops despite bullish analyst calls for AI chipmaker. (Aug. 29, 2024)

Best Buy tops second-quarter targets on strong tablet, computer sales. (Aug. 29, 2024)

Nvidia stock: “Smaller beat” a warning sign? (Live coverage) (Aug. 28, 2024)

Netflix, IBD Stock of the Day, flirts with buy zone as video streamer dominates. (Aug. 28, 2024)

SMCI stock plunges as Super Micro Computer delays 10-K filing. (Aug. 28, 2024)

Netflix stock returns to buy zone after price-target hike. (Aug. 27, 2024)

Apple stock rises on fall product launch event anticipation. (Aug. 27, 2024)

SMCI stock tumbles as short seller accuses Super Micro of accounting irregularities. (Aug. 27, 2024)

How Nvidia is building a moat to fend off AI challengers. (Aug. 27, 2024)

Spotify stock has several tailwinds, analyst says. (Aug. 26, 2024)

Apple likely to pivot to smart glasses from Vision Pro. (Aug. 26, 2024)

Photo: Nvidia vGPU (Nvidia)

Sunday, August 25, 2024

Week in review: Netflix, Apple, Broadcom shares rising


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

Nvidia earnings report called “most important tech earnings in years.” (Aug. 23, 2024)

Apple stock seen getting lift from AI opportunity. (Aug. 23, 2024)

Intuit stock drops as investors parse guidance, long-term growth targets. (Aug. 23, 2024)

TurboTax maker Intuit rings up quarterly beat, guides higher for year. (Aug. 22, 2024)

Broadcom, IBD Stock of the Day, nabs two new AI chip customers. (Aug. 22, 2024)

Chip design firm Synopsys beats fiscal Q3 goals, boosts outlook. (Aug. 21, 2024)

Chipmaker Analog Devices tops estimates amid nascent market recovery. (Aug. 21, 2024)

Netflix stock hits all-time high on advertising sales success. (Aug. 20, 2024)

AMD steps up Nvidia rivalry with $4.9 billion acquisition. (Aug. 19, 2024)

Chip gear giant Applied Materials delivers beat-and-raise earnings report. (Aug. 15, 2024)

Photo: Actress Halle Barry attends the premiere of her Netflix movie “The Union.” (Netflix)

Saturday, August 10, 2024

Week in review: Super Micro Computer, SharkNinja, GlobalFoundries, AppLovin earnings


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

Super Micro Computer CEO wants AI data centers to go green. (Aug. 9, 2024)

SharkNinja CEO credits company success to constant product innovation. (Aug. 9, 2024)

Recent IPO Life360 impresses with first quarterly report. (Aug. 9, 2024)

Cirrus Logic stock up after June-quarter beat-and-raise report. (Aug. 9, 2024)

Take-Two Interactive Software beats earnings goal but sales light. (Aug. 8, 2024)

SharkNinja, IBD Stock of the Day, cooks up tasty quarterly earnings report. (Aug. 8, 2024)

SharkNinja slays second-quarter estimates, raises full-year outlook. (Aug. 8, 2024)

AppLovin tops earnings estimate on in-line sales in second quarter. (Aug. 7, 2024)

Netflix stock rises as video streamer predicted to raise prices. (Aug. 7, 2024)

Super Micro Computer misses targets, announces 10-for-1 stock split. (Aug. 6, 2024)

Chipmaker GlobalFoundries beats Q2 goals, gives mixed outlook. (Aug. 6, 2024)

Nvidia stock, hardware partners punished by AI chip delay. (Aug. 5, 2024)

Evergreen stories:

Is Netflix stock a buy after video streamer’s Q2 report? (Aug. 9, 2024)

Is AMD stock a buy after chipmaker’s Q2 earnings report? (Aug. 9, 2024)

Is Apple stock a buy or sell as Warren Buffett slashes stake? (Aug. 5, 2024)

Photo: Super Micro Computer CEO Charles Liang. (Super Micro Computer)

Saturday, August 3, 2024

Week in review: Apple, Microsoft, AMD, Intel, Arm, Garmin, Qualcomm earnings


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

Monolithic Power called “shining beacon of light” in dismal chip earnings season. (Aug. 2, 2024)

AMD seen benefiting from Intel’s woes. (Aug. 2, 2024)

Apple beats June-quarter targets on services, iPad sales strength. (Aug. 1, 2024)

Intel badly misses Q2 targets, initiates cost-reduction plan. (Aug. 1, 2024)

Qualcomm stock falls on concerns of sluggish smartphone sales ahead. (Aug. 1, 2024)

Chip designer Arm clears June-quarter hurdles, stumbles on outlook. (July 31, 2024)

Microsoft defends capex spending binge as AI chipmakers benefit. (July 31, 2024)

Adobe demonstrates value of generative AI for creative pros. (July 31, 2024)

Garmin tops second-quarter targets, raises full-year guidance. (July 31, 2024)

Microsoft stock falls as Azure cloud growth slows. (July 30, 2024)

AMD beats Q2 targets on record data center sales. (July 30, 2024)

Spotify, IBD Stock of the Day, holds tight after big earnings beat. (July 30, 2024)

Zebra Technologies beats Q2 targets, returns to sales growth. (July 30, 2024)

Nvidia touts AI advancements for industrial markets, humanoid robots. (July 29, 2024)

Evergreen stories:

Is AMD stock a buy ahead of chipmaker’s Q2 earnings report? (July 29, 2024)

Is Apple stock a buy before tech giant’s June-quarter earnings report? (July 29, 2024)

Is Netflix stock a buy after video streamer’s Q2 report? (July 29, 2024)

Photo: Apple Chief Executive Tim Cook at WWDC 2024. (Apple)