Saturday, August 22, 2026

Week in review: Cerebras touts new AI accelerator


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

Impinj set to revolutionize logistics with tracking chips. CEO eyes 'gigantic opportunity.' (Aug. 21, 2026)

Nvidia earnings preview: What's needed to drive Nvidia stock higher? (Aug. 21, 2026)

SiTime stock nabs fresh buy rating as 'technology disruptor.' (Aug. 20, 2026)

Marvell stock jumps on Google deal, Broadcom slides. (Aug. 19, 2026)

Opera hits sour note with soft full-year sales guidance. (Aug. 19, 2026)

Analog Devices tops views on strong data center, industrial chip sales. (Aug. 19, 2026)

Cerebras Systems introduces superfast AI accelerator. (Aug. 18, 2026)

Keysight Technologies trounces fiscal Q3 targets, ups outlook. (Aug. 18, 2026)

Micron, other chip stocks drop during dog days of summer. (Aug. 18, 2026)

Cerebras stock surges. AI market 'growing so fast,' says CEO. (Aug. 17, 2026)

Investors remember why they love memory-chip stocks. (Aug. 17, 2026)

Photo: Cerebras CS-4 computer. (Cerebras Systems)

Saturday, August 15, 2026

Week in review: Applied Materials, Cerebras, Life360, Supermicro earnings


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

SK Hynix, IBD Stock of the Day, forming IPO base but actionable now. (Aug. 14, 2026)

Dell stock scores price-target hike after breakout. (Aug. 14, 2026)

Applied Materials edges above views with fiscal Q3 results, outlook. (Aug. 13, 2026)

Sandisk stock jumps on bullish outlook, leads memory names higher. (Aug. 13, 2026)

Nvidia, IBD Stock of the Day, nears buy point ahead of fiscal Q2 earnings report. (Aug. 13, 2026)

AI chipmaker Cerebras says core revenue jumped 103% in Q2. (Aug. 12, 2026)

Supermicro soars on report. Why Nvidia is also rallying. (Aug. 12, 2026)

Snake-bit Supermicro surprises with big earnings beat. (Aug. 11, 2026)

Nvidia stock wavers as chipmaker rounds up funding for AI buildout. (Aug. 11, 2026)

Ambiq Micro stock rises on chipmaker's beat-and-raise report. (Aug. 11, 2026)

Life360 stock plunges on mixed second-quarter report, soft full-year outlook. (Aug. 10, 2026)

TSMC sales jump 45% on strong AI chip demand but investors shrug. (Aug. 10, 2026)

Apple stock downgraded ahead of iPhone 18 launch. (Aug. 10, 2026)

Ceva tops Q2 targets on edge AI tech licensing. (Aug. 10, 2026)

Photo: Life360 mobile app safety check screen. (Life360)

Saturday, August 8, 2026

Week in review: Humanoid robots on the march; AMD, Sandisk, SharkNinja, Spotify earnings


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

Take-Two sticks to its guns on full-year outlook. TTWO stock rises on 'GTA 6' preorders. (Aug. 7, 2026)

Microchip Technology stock jumps, leads SOX index higher. (Aug. 7, 2026)

Next AI battleground: U.S., China scramble to lead in humanoid robots. (Aug. 6, 2026)

Macom, SiTime jump as chip stocks stage comeback. (Aug. 6, 2026)

Sandisk beats fiscal Q4 targets but gives in-line outlook. (Aug. 5, 2026)

SharkNinja beats June-quarter views amid hot device sales. (Aug. 5, 2026)

Astera Labs sales more than double in second quarter. (Aug. 4, 2026)

AMD stock drops as chipmaker disappoints with modest quarterly beat. (Aug. 4, 2026)

Qnity Electronics tops Q2 views, raises full-year guidance. (Aug. 4, 2026)

Spotify stock falls after music streamer misses earnings goal. (Aug. 4, 2026)

Nvidia stock retakes key level as chip stocks waver. (Aug. 3, 2026)

Microsoft stock breaks out into buy zone. Here's why. (Aug. 3, 2026)

Photo: Nvidia Isaac GR00T reference humanoid robot. (Nvidia)

Saturday, August 1, 2026

Week in review: Apple stock falls on sales guidance miss; Microsoft, Garmin, Sphere earnings


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

Apple forecasts slowing growth due to chip shortages. (July 31, 2026)

Apple stock falls as iPhone maker guides below views. (July 30, 2026)

Datadog fetches sales growth from AI complexity. (July 30, 2026)

Silicon Motion jumps on positive day for chip stocks. (July 30, 2026)

Sphere Entertainment stock rises on Q2 revenue beat. (July 30, 2026)

Lam Research stock jumps on fiscal Q4 beat-and-raise report. (July 29, 2026)

Microsoft smashes June-quarter targets on AI, cloud strength. (July 29, 2026)

Garmin stock breaks out on second-quarter beat, raised outlook. (July 29, 2026)

Nvidia partner SK Hynix misses Q2 sales target but profit surprises. (July 28, 2026)

NXP Semiconductors fails to impress with beat-and-raise report. (July 28, 2026)

Chip gear supplier KLA tops views, but stock falls after earnings report. (July 28, 2026)

SharkNinja stock swims to record high ahead of Q2 report. (July 28, 2026)

Micron stock dives as semiconductor sell-off gains steam. (July 28, 2026)

Amkor Technology gives flat sales outlook following Q2 beat. (July 27, 2026)

Memory-chip stocks Micron, SK Hynix drop after China rival's IPO. (July 27, 2026)

ASML stock plunges on China news, leads chip stocks lower. (July 27, 2026)

Apple stock hits record high before fiscal Q3 earnings. (July 27, 2026)

Photo: Apple iPhone 17 Pro Max handsets. (Apple)