Week in review: Dell, Micron, Sandisk, Semtech, TSMC shares hit record highs

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

AI computer design diversity a boon for Synopsys, says CFO. (May 29, 2026)

Dell stock jumps 33% on heady AI data center sales. (May 29, 2026)

Dell Technologies smashes Q1 estimates, hikes outlook on AI boom. (May 28, 2026)

Edge AI chipmaker Ambarella narrowly tops Q1 estimates. (May 28, 2026)

Micron, Sandisk score price-target hikes, continue advance. (May 28, 2026)

Nvidia partner Synopsys posts beat-and-raise report. But stock drops. (May 27, 2026)

Chipmaker Marvell posts in-line Q1, guides above views on AI strength. (May 27, 2026)

TSMC, IBD Stock of the Day, flirts with buy point as chip giant will raise prices amid AI demand. (May 27, 2026)

Semtech stock surges as chipmaker tops Wall Street's targets. (May 26, 2026)

AI laggard Apple could end up as an AI winner. Here's how. (May 26, 2026)

Micron stock gets big price-target hike, hits record high. (May 26, 2026)

Photo: Micron CEO Sanjay Mehrotra speaks at the company s Manassas, Virginia, fab on May 22, 2026. (Micron)

Week in review: Dell stock soars, Nvidia earnings beat, Take-Two lowballs guidance

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

Dell stock surges ahead of AI-driven fiscal Q1 report. (May 22, 2026)

Spotify stock rises on AI innovations, new music services. (May 22, 2026)

Take-Two stock drops as game publisher lowballs 'GTA 6' sales. (May 22, 2026)

'Grand Theft Auto' game publisher disappoints with year-ahead outlook. (May 21, 2026)

Chinese video game publisher NetEase drops despite Q1 beat. (May 21, 2026)

Intuit stock tanks after tax software sales miss views. (May 21, 2026)

Nvidia stock scores flurry of price-target hikes but shares dip. (May 21, 2026)

Nvidia beats Q1 estimates. Stock slips. (May 20, 2026)

TurboTax maker Intuit files beat-and-raise report, announces job cuts. (May 20, 2026)

Chipmaker Analog Devices tops quarterly estimates, raises outlook. But stock falls. (May 20, 2026)

Keysight Technologies stock surges on big beat-and-raise report. (May 19, 2026)

Dell stock nabs price-target hikes on AI strategy. (May 19, 2026)

Cerebras stock rises on possible inclusion in S&P indexes. (May 19, 2026)

Netflix sentiment improves after video streamer's upfront presentation. (May 19, 2026)

Nvidia investors hold their breath ahead of Q1 report. Here's what to expect. (May 18, 2026)

Photo: Dell Technologies World conference in Las Vegas on May 18, 2026. (Dell)

Week in review: Cerebras is latest hot AI stock

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

Cerebras IPO scores blockbuster debut as next hot AI stock. (May 14, 2026)

Applied Materials stock jumps as chip-gear firm cruises past estimates. (May 14, 2026)

Nvidia stock extends winning streak on China news. (May 14, 2026)

Chip-gear firm Nova lights up on first-quarter beat. (May 14, 2026)

Nvidia rallies as CEO Jensen Huang joins Trump's China trip. (May 13, 2026)

Tower Semiconductor gets boost from AI infrastructure business. (May 13, 2026)

Ambiq stock surges on chipmaker's accelerating sales growth. (May 12, 2026)

AI stocks Nvidia, AMD, Broadcom nab price-target hikes. (May 12, 2026)

Chip-gear standout Camtek tops Q1 views, guides higher. (May 12, 2026)

Qnity Electronics beats Q1 targets, raises full-year outlook. (May 12, 2026)

Chipmaker Cerebras upsizes IPO amid AI stocks boom. (May 11, 2026)

Photo: Worker holds a Cerebras Wafer-Scale Engine. (Cerebras)

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)