Saturday, February 22, 2025
Week in review: Microsoft introduces quantum computing chip
The following is a roundup of my stories from Investors.com.
AppLovin stock drops as bulls, bears debate its valuation. (Feb. 21, 2025)
Nvidia stock pauses despite debut of Blackwell. What the king of AI chips needs now. (Feb. 20, 2025)
NetEase stock drops after video game firm posts weak sales. (Feb. 20, 2025)
Microsoft reveals its first quantum computing chip. (Feb. 19, 2025)
Apple introduces new low-cost iPhone to boost sales. (Feb. 19, 2025)
No need to tip pizza delivery driver with this tech. (Feb. 19, 2025)
Analog Devices tops estimates, sees cyclical recovery. (Feb. 19, 2025)
Garmin crushes Q4 estimates, raises targets for 2025. (Feb. 19, 2025)
Cadence Design Systems stock sinks on soft 2025 guidance. (Feb. 18, 2025)
Intel breakup mulled as vultures circle struggling chipmaker. (Feb. 18, 2025)
Evergreen stories:
Is AMD stock a buy after chipmaker hits year-plus low? (Feb. 21, 2025)
Is Apple stock a buy after iPhone 16e debut? (Feb. 20, 2025)
Is Netflix stock a buy as video streamer considers more NFL games? (Feb. 20, 2025)
Photo: Microsoft Majorana 1 quantum computing chip. (Microsoft)
Saturday, February 15, 2025
Week in review: AppLovin, Roku, SharkNinja, Supermicro, Vertiv, Zebra earnings
The following is a roundup of my stories from Investors.com.
Nvidia dumps SoundHound, trims Arm stake, buys these 2 stocks. (Feb. 14, 2025)
Roku stock jumps on improving profitability, user growth. (Feb. 13, 2025)
Applied Materials stock drops on soft revenue outlook. (Feb. 13, 2025)
SharkNinja pummels Q4 estimates, raises targets for 2025. (Feb. 13, 2025)
Zebra Technologies tops Q4 views, gives cautious 2025 outlook. (Feb. 13, 2025)
AppLovin stock rockets after Q4 beat. What should investors do now? (Feb. 13, 2025)
AppLovin obliterates Q4 earnings target. APP stock soars. (Feb. 12, 2025)
Apple interested in making humanoid robot, top analyst says. (Feb. 12, 2025)
Adobe releases generative AI video model, claims key advantage. (Feb. 12, 2025)
Vertiv crushes Q4 forecasts on strong data center business. But stock falls on outlook. (Feb. 12, 2025)
Nvidia partner Supermicro cuts fiscal 2025 estimates, but sees big growth next year. (Feb. 11, 2025)
Apple reportedly picks Alibaba as China AI partner. (Feb. 11, 2025)
Astera Labs stock falls as investors nitpick Q4 report. (Feb. 11, 2025)
AI chip stock Astera Labs smashes Q4 views, but stock wavers. (Feb. 10, 2025)
Nvidia stock rallies, shakes off concerns about OpenAI moves. (Feb. 10, 2025)
Photo: SharkNinja partnered with SNL’s Chloe Fineman to celebrate its new Ninja Luxe CafĂ© All-in-One Espresso, Drip Coffee and Cold Brew Maker. (SharkNinja)
Saturday, February 8, 2025
Week in review: AMD, Arm, Roblox, Spotify, Take-Two earnings
The following is a roundup of my stories from Investors.com.
Take-Two tops earnings targets as gamers await “Grand Theft Auto 6.” (Feb. 7, 2025)
AI chip stocks rise on latest data center spending plans. (Feb. 7, 2025)
Roblox stock tanks as gaming platform misses targets for users, bookings. (Feb. 6, 2025)
Arm beats estimates, gives in-line outlook. Stock falls. (Feb. 5, 2025)
AMD stock craters on soft AI data center business. (Feb. 5, 2025)
AMD delivers modest beat-and-raise Q4 report. Stock falls. (Feb. 4, 2025)
Adobe touts Acrobat AI Assistant for contracts. (Feb. 4, 2025)
Spotify stock jumps as more users flock to music streamer. (Feb. 4, 2025)
Trump tariffs hammer tech hardware stocks. Nvidia gaps lower. (Feb. 3, 2025)
Netflix, IBD Stock of the Day, hovers in buy zone after Q4 beat. (Feb. 3, 2025)
Photo: Spotify live event with The Weeknd in December 2024. (Spotify Technology)
Saturday, February 1, 2025
Week in review: DeepSeek impact; Apple, Microsoft earnings
The following is a roundup of my stories from Investors.com.
White House faces delicate balancing act on AI chips. (Jan. 31, 2025)
Spotify cranks up the volume on profitability, new offerings. (Jan. 31, 2025)
AI fueling Apple iPhone sales but limited rollout has hurt. (Jan. 31, 2025)
Apple beats earnings target on services lift, but iPhone sales decline. (Jan. 30, 2025)
AppLovin, IBD Stock of the Day, nears buy point ahead of earnings. (Jan. 30, 2025)
Microsoft AI sales growth limited by capacity constraints. (Jan. 30, 2025)
Microsoft tops quarterly targets on surging AI business. But stock falls. (Jan. 29, 2025)
Why DeepSeek’s progress may actually be good news for AI chipmakers. (Jan. 29, 2025)
Chip gear leader ASML smashes bookings target. Stock pops. (Jan. 29, 2025)
Synopsys purchase of Ansys will fulfill company’s goal. (Jan. 28, 2025)
What’s next for Nvidia, AI chip stocks after DeepSeek “wake-up call”? (Jan. 28, 2025)
Nvidia, AI chip peers tumble on DeepSeek implications. (Jan. 27, 2025)
Photo: Nvidia AI infrastructure seen transforming industries. (Nvidia)
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