Saturday, February 21, 2026
Week in review: Analog Devices, Cadence earnings; Lattice Semiconductor profile
The following is a roundup of my stories from Investors.com.
ASML, IBD Stock of the Day, gets rock star treatment. (Feb. 20, 2026)
Nvidia looks for boost from Q4 earnings, GTC news. (Feb. 20, 2026)
Onto Innovation misses Q4 targets but guides higher than views. (Feb. 19, 2026)
Lattice Semiconductor making key plays in AI Super Bowl. (Feb. 19, 2026)
Analog Devices gets blizzard of price-target hikes. (Feb. 19, 2026)
Chipmaker Analog Devices reports accelerating sales, earnings growth. (Feb. 18, 2026)
Tech leader Camtek rises after mixed Q4 report, modest outlook. (Feb. 18, 2026)
Nvidia announces AI partnership with Meta Platforms. (Feb. 17, 2026)
MKS stock falls after chip-gear maker edges above Q4 targets. (Feb. 17, 2026)
Cadence Design Systems tops views with Q4 results, 2026 outlook. (Feb. 17, 2026)
Photo: Analog Devices signage. (ADI)
Saturday, February 14, 2026
Week in review: SharkNinja, Spotify earnings reports
The following is a roundup of my stories from Investors.com.
AMD taking PC, server market share from Intel. (Feb. 13, 2026)
Taiwan Semiconductor Manufacturing scores fresh buy rating. (Feb. 13, 2026)
Roku stock jumps on lights-out fourth-quarter earnings. (Feb. 12, 2026)
Applied Materials trounces expectations with big quarterly beat. (Feb. 12, 2026)
Hopes fade for early 2026 Apple Siri release. Apple stock drops. (Feb. 12, 2026)
Chip-gear maker Nova beats views for Q4, guides higher. (Feb. 12, 2026)
Tower Semiconductor tops Q4 estimates, raises Q1 sales target and capex. (Feb. 11, 2026)
SharkNinja beats Q4 estimates, initiates first stock buyback. (Feb. 11, 2026)
Lattice Semiconductor weaves Q4 sales beat. Stock rises. (Feb. 10, 2026)
Astera Labs stock drops despite solid Q4 results, guidance. (Feb. 10, 2026)
Advanced Energy Industries powers higher after Q4 beat-and-raise report. (Feb. 10, 2026)
TSMC stock hits record high as chip foundry posts strong sales. (Feb. 10, 2026)
Entegris stock rises after chip-gear maker's Q4 beat. (Feb. 10, 2026)
Spotify stock jumps on improved profitability, user growth. (Feb. 10, 2026)
Onsemi stock drops on soft sales forecast after in-line Q4. (Feb. 9, 2026)
STMicroelectronics stock nears buy point on Amazon Web Services deal. (Feb. 9, 2026)
Photo: SharkNinja teamed with the estate of legendary actress and sex symbol Marilyn Monroe to celebrate the 100th anniversary of her birthday. (SharkNinja)
Saturday, February 7, 2026
Week in review: Take-Two Interactive, AMD, Arm, SiTime earnings
The following is a roundup of my stories from Investors.com.
Microsoft stock looks for relief after brutal software sector sell-off. (Feb. 6, 2026)
Roku could get lift from Winter Olympics, Amazon Ads. (Feb. 6, 2026)
Microchip Technology stock falls despite topping quarterly estimates. (Feb. 5, 2026)
Monolithic Power Systems beats estimates, hikes dividend. (Feb. 5, 2026)
Broadcom stock rises on Google’s massive capex increase. (Feb. 5, 2026)
Macom Technology Solutions posts beat-and-raise report. Stock rises. (Feb. 5, 2026)
SiTime stock surges as timing-chip maker clocks Q4 beat, makes acquisition. (Feb. 4, 2026)
Chip designer Arm tops estimates for December quarter, guides above views. (Feb. 4, 2026)
Take-Two sees AI as production aid, not business threat. (Feb. 4, 2026)
AMD stock drops after good, but not great, quarterly report. (Feb. 4, 2026)
Silicon Labs stock rockets on Texas Instruments buyout. (Feb. 4, 2026)
Silicon Motion moves higher on rosy outlook. (Feb. 4, 2026)
AMD stock drops despite beat-and-raise earnings report. (Feb. 3, 2026)
Video game maker Take-Two crushes December-quarter estimates. (Feb. 3, 2026)
Rambus stock crumbles on soft Q1 guidance. (Feb. 3, 2026)
Teradyne smashes estimates on AI-related demand. Stock jumps. (Feb. 2, 2026)
Nvidia stock dips on OpenAI funding issues. (Feb. 2, 2026)
Photo: Take-Two video game “Grand Theft Auto Online – Clucking Bell Farm Raid.” (Rockstar Games)
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