Saturday, July 25, 2026
Week in review: AMD Advancing AI event; Intel, ASML, TI earnings
The following is a roundup of my stories from Investors.com.
AMD stock scores price-target hikes on AI computer news. (July 24, 2026)
Intel stock jumps on chipmaker's big Q2 earnings beat. (July 23, 2026)
Chipmaker MaxLinear tops Wall Street's targets but stock slides. (July 23, 2026)
ASML, IBD Stock of the Day, rebounds from post-earnings swoon. (July 23, 2026)
STMicroelectronics sinks on soft Q3 sales outlook. (July 23, 2026)
Texas Instruments delivers beat-and-raise earnings report, but stock falls late. (July 22, 2026)
AMD, Cerebras strike AI chip deals. (July 22, 2026)
Photo: AMD Chief Executive Lisa Su speaks at the company s Advancing AI 2026 event on July 23, 2026, in San Francisco. (AMD)
Saturday, July 18, 2026
Week in review: Netflix, TSMC, ASML Q2 reports; chip stocks enter bear market
The following is a roundup of my stories from Investors.com.
Chip stocks enter bear market. Astera Labs continues slump. (July 17, 2026)
Netflix stock falls amid slowing growth, less transparency. (July 17, 2026)
Netflix stock drops on Q2 sales miss, weak Q3 guidance. (July 16, 2026)
Chip stocks pummeled. SK Hynix dives. SOX socked again. (July 16, 2026)
Taiwan Semiconductor tops Q2 targets on leading-edge chip demand. (July 16, 2026)
Is this why memory stocks are plunging? (July 15, 2026)
Microsoft stock hit with price-target cuts after flaccid performance. (July 15, 2026)
Nvidia stock nears buy point on these positive signs. (July 15, 2026)
ASML stock rises on second-quarter beat, raised forecast. (July 15, 2026)
Netflix investors can't chill as stock goes downhill. (July 14, 2026)
These chip stocks are staying strong in a choppy market. (July 14, 2026)
Apple stock downgraded to sell. Here's why. (July 14, 2026)
Arm and Marvell tumble as chip stocks sell off. (July 13, 2026)
Taiwan Semiconductor posts stronger-than-expected June sales. (July 13, 2026)
Photo: Netflix miniseries "I Will Find You" premiere in New York City with actress Logan Browning. (Netflix)
Labels:
apple,
arm holdings,
asml,
astera labs,
chips,
marvell,
microsoft,
netflix,
nvidia,
sk hynix,
tsmc
Saturday, July 11, 2026
Week in review: U.S. chipmaking resurgence, SK Hynix IPO
The following is a roundup of my stories from Investors.com.
Chips made in the USA are making a comeback. What investors should know. (July 10, 2026)
SK Hynix debut tests demand for memory-chip stocks. (July 10, 2026)
Google, Amazon increase data-center capacity plans. (July 10, 2026)
Dell stock nears buy point as investors heed Trump's call. (July 9, 2026)
Sandisk, Micron lead chip stocks rally. (July 9, 2026)
Nvidia, chip stocks rally despite U.S.-Iran war flare-up. (July 8, 2026)
Apple deal with Broadcom bolsters its made-in-America goals. (July 8, 2026)
Apple sales seen weathering hardware price increases. (July 7, 2026)
Micron, chip stocks fall despite Samsung profit surge. (July 7, 2026)
Credo leads rebound for semiconductor stocks. (July 6, 2026)
Rumored Nvidia AI computer delay called 'noise.' (July 6, 2026)
Broadcom stock rises on new Apple supply deal. (July 6, 2026)
Photo: Samsung Electronics semiconductor wafer. (Samsung)
Labels:
amazon.com,
apple,
broadcom,
chips,
credo,
dell,
google,
micron,
nvidia,
samsung,
sandisk,
sk hynix
Saturday, July 4, 2026
Week in review: Fox-Roku deal reconsidered; winners in industrial automation
The following is a roundup of my stories from Investors.com.
'Grand Theft Auto 6' video game sales off to strong start. (July 2, 2026)
Nvidia partners with 'neoclouds' Sharon AI, Firmus Technologies. (July 2, 2026)
Cognex, IBD Stock of the Day, called play on industrial automation trend. (July 2, 2026)
These 2 stocks called best way to play industrial automation trend: Zebra, Cognex. (July 1, 2026)
Advanced Energy stock near buy point as chip gear firm upgraded. (July 1, 2026)
Fox stock upgraded as Roku acquisition reconsidered. (July 1, 2026)
Ambarella stock rockets as AI chipmaker scores 'top pick' rating. (June 30, 2026)
Lam Research stock, chip gear peers hit record highs. (June 30, 2026)
Sandisk stock gets sky-high price target amid chip stock rally. (June 30, 2026)
Allegro MicroSystems spikes to all-time high on 'best idea' rating. (June 29, 2026)
Applied Materials stock hits record high after price-target hikes. (June 29, 2026)
Micron wobbles. Are memory-chip makers illegally price-gouging customers? (June 29, 2026)
Why Apple wants to use banned Chinese memory chips. (June 29, 2026)
Photo: Roku home screen on television. (Roku)
Saturday, June 27, 2026
Week in review: Micron, Cerebras post earnings; Onsemi buys Synaptics
The following is a roundup of my stories from Investors.com.
Nvidia stock continues slide amid tech sell-off. (June 26, 2026)
Onsemi acquisition seen diluting its data center focus. (June 26, 2026)
Netflix stock craters to lowest level in 20 months. (June 25, 2026)
Qualcomm stock rises as chipmaker jumps into AI data center market. (June 25, 2026)
IBM touts world's first sub-1 nanometer chip technology. (June 25, 2026)
Micron sends upbeat signal for memory chips as stock jumps. (June 25, 2026)
Micron stock jumps as memory-chip maker crushes Q3 estimates. (June 24, 2026)
Take-Two stock nabs fresh buy rating ahead of big game preorders. (June 24, 2026)
Cerebras stock falls despite improving outlook for AI chip sales. (June 24, 2026)
AI upstart Cerebras beats Q1 sales target, guides higher. (June 23, 2026)
Chip stocks tumble from record heights, lead tech wreck. (June 23, 2026)
Credo stock spikes to record high on bullish reports. (June 22, 2026)
Micron earnings seen rising 987% amid AI megatrend. (June 22, 2026)
Microchip, IBD Stock of the Day, nears follow-on buy point. (June 22, 2026)
Photo: Micron CEO Sanjay Mehrotra speaks at the company's Manassas, Virginia, fab to celebrate the start of 1-alpha DRAM chip manufacturing in the U.S. on May 22, 2026. (Micron)
Saturday, June 20, 2026
Week in review: Fox to buy Roku
The following is a roundup of my stories from Investors.com.
Take-Two stock rises as 'GTA 6' game presales set to begin. (June 18, 2026)
Intel stock jumps on reported Apple chip business. (June 18, 2026)
Sphere balloons to record high before deflating. (June 17, 2026)
Applied Materials, ASML, Lam hit record highs, lead chip gear stocks rally. (June 17, 2026)
AMD, Arm, Intel get price-target hikes on 'CPU renaissance.' (June 17, 2026)
Lionsgate stock jumps on Netflix takeover talk. (June 16, 2026)
Nvidia latest big borrower: AI data centers, suppliers racking up debt. (June 16, 2026)
Nvidia stock retakes key level as chipmaker plans bond offering. (June 15, 2026)
Micron, AMD lead chip stocks rally on U.S.-Iran deal. (June 15, 2026)
Fox to acquire Roku in $22 billion deal, creating streaming video powerhouse. (June 15, 2026)
Photo: Roku home screen. (Roku)
Saturday, June 13, 2026
Week in review: Apple joins AI race with new Siri digital assistant
The following is a roundup of my stories from Investors.com.
Roku stock soars on buyout chatter for streaming video platform. (June 12, 2026)
AMD stock upgraded to buy on GPU upside. (June 12, 2026)
Adobe tops targets but stock sinks to 7-year low as CFO departs. (June 11, 2026)
SharkNinja stock flirts with buy point after positive report. (June 11, 2026)
Intel bear turns bull. Here's why. (June 11, 2026)
Netflix stock gets price-target cut on lack of catalysts. (June 10, 2026)
Applied Materials, other chip gear stocks at record highs. (June 10, 2026)
Supermicro stock tumbles on financing deals to fund AI orders. (June 10, 2026)
Taiwan Semiconductor sales rise 30% in May, remain on target. (June 10, 2026)
Apple's AI news underwhelms. Siri AI release concerns persist. (June 9, 2026)
Apple joins AI race with new Siri digital assistant, Apple Intelligence tools. (June 8, 2026)
Intel stock jumps as Google reportedly signs on as foundry customer. (June 8, 2026)
Cerebras stock initiated with buy ratings for AI chipmaker. (June 8, 2026)
Photo: Apple Intelligence on iPhone, iPad and Mac. (Apple)
Labels:
adobe,
amd,
apple,
applied materials,
cerebras,
chips,
google,
intel,
netflix,
roku,
sharkninja,
supermicro,
tsmc
Saturday, June 6, 2026
Week in review: Nvidia enters PC market
The following is a roundup of my stories from Investors.com.
Apple set to introduce AI-powered Siri digital assistant at WWDC. (June 5, 2026)
Memory-chip stocks Micron, Sandisk get their wings clipped. (June 5, 2026)
Nvidia stock falls on concerns of backdoor AI chip sales to China. (June 5, 2026)
TSMC forecasts sustained AI chip demand. (June 4, 2026)
Broadcom stock dives as AI chip sales outlook disappoints. (June 4, 2026)
Broadcom stock slides despite AI-fueled beat-and-raise report. (June 3, 2026)
Nvidia shakes up PC market with its surprise entry. (June 3, 2026)
Marvell, AMD rally, lead chip stocks to record high. (June 3, 2026)
Serve Robotics expands into laundry delivery. (June 2, 2026)
Marvell stock soars on Nvidia endorsement, Computex news. (June 2, 2026)
Credo Technology beats quarterly targets but gross margins dip. (June 1, 2026)
Arm stock jumps as chip designer joins Nvidia PC effort. (June 1, 2026)
Nvidia brings AI processing to the desktop with new PC chip. (June 1, 2026)
Photo: Nvidia CEO Jensen Huang holds two RTX Spark laptops at Computex in Taiwan on June 1, 2026. (Nvidia)
Labels:
amd,
apple,
arm holdings,
broadcom,
chips,
credo,
marvell,
micron,
nvidia,
personal computers,
robots,
sandisk,
tsmc
Saturday, May 30, 2026
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)
Saturday, May 23, 2026
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)
Saturday, May 16, 2026
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)
Saturday, May 9, 2026
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)
Saturday, May 2, 2026
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)
Saturday, April 25, 2026
Week in review: Chip stocks hit record levels; Apple CEO steps down
The following is a roundup of my stories from Investors.com.
Kulicke & Soffa Industries gets off the couch and starts to run. (April 24, 2026)
Intel surpasses 2000 dot-com boom high, hits new record. (April 24, 2026)
Intel stock jumps after chipmaker crushes Q1 targets, guides higher. (April 23, 2026)
Chipmaker MaxLinear beats Q1 views, guides up. MXL stock surges. (April 23, 2026)
TSMC in buy zone: Stock of the Day shows its chipmaking prowess. (April 23, 2026)
Chip stocks on epic run, fueled by AI megatrend, analog recovery. (April 23, 2026)
STMicroelectronics forecasts accelerating sales growth, sees AI upside. (April 23, 2026)
Lam Research ends March quarter like a lion. Here's why. (April 22, 2026)
Texas Instruments stock jumps on Q1 beat-and-raise report. (April 22, 2026)
Adobe has found a big buyer for its stock — itself. (April 22, 2026)
Astera Labs stock hits buy point after this news. (April 21, 2026)
Why Roku stock is at a 4-year high ahead of its Q1 report. (April 21, 2026)
Apple CEO Tim Cook to step down. IPhone maker shakes up executive ranks. (April 20, 2026)
Analog Devices, IBD Stock of the Day. extends breakout on analog chip recovery. (April 20, 2026)
AI-driven "CPU renaissance" to boost AMD, Arm and Intel, analyst says. (April 20, 2026)
Photo: Intel Xeon 6-plus wafer on display at the Intel Technology Tour 2025 in September 2025. (Intel)
Saturday, April 18, 2026
Week in review: Netflix, Microsoft, other services face subscription fatigue
The following is a roundup of my stories from Investors.com.
Satellite boom launches STMicroelectronics stock into orbit. (April 17, 2026)
Netflix stock mauled as video streamer faces sluggish growth outlook. (April 17, 2026)
Netflix stock sinks on soft guidance after Q1 beat. (April 16, 2026)
Consumers battle subscription fatigue. What it means for Netflix, Adobe. (April 16, 2026)
AMD, Onsemi, Semtech latest chip stocks to break out. (April 16, 2026)
Microsoft stock up after analysts reset expectations. (April 16, 2026)
Chip foundry TSMC beats first-quarter targets, guides up. (April 16, 2026)
Broadcom stock rises on Meta AI chip partnership. (April 15, 2026)
Chip gear giant ASML beats Q1 views, misses with Q2 sales outlook. (April 15, 2026)
Netflix stock rises ahead of video streamer's first-quarter report. (April 14, 2026)
Credo stock rockets on silicon photonics acquisition. (April 14, 2026)
Spotify stock rises as analysts turn up volume on streaming music leader. (April 13, 2026)
Sandisk, Marvell hit new highs. Other chip stocks nearing buy points. (April 13, 2026)
Photo: Icons for Microsoft software applications. (Microsoft)
Labels:
adobe,
amd,
asml,
broadcom,
chips,
marvell,
meta platforms,
microsoft,
netflix,
sandisk,
spotify,
tsmc
Saturday, April 11, 2026
Week in review: Chip stocks are rocking; Apple gains market share
The following is a roundup of my stories from Investors.com.
AI chips are a looming battlefield in U.S.-China trade. What investors should know. (April 10, 2026)
Apple gaining market share in PCs, smartphones. (April 10, 2026)
TSMC tops Q1 sales target on strong AI chip demand. (April 10, 2026)
Chip stocks are rocking as investors come knocking. (April 9, 2026)
Kulicke and Soffa, IBD Stock of the Day, surges toward buy point in chip gear rally. (April 9, 2026)
Nvidia invests in CPU chip startup SiFive. (April 9, 2026)
Applied Materials debuts new gear for making AI chips. (April 8, 2026)
Dell stock gets price-target hikes after breakout. (April 8, 2026)
Apple's foldable iPhone still set for fall launch, analysts say. (April 8, 2026)
Aehr Test Systems posts mixed quarterly report, raises bookings outlook. (April 7, 2026)
Intel joins Elon Musk's Terafab chip factory project. (April 7, 2026)
Broadcom stock rises on Google AI chip deal. (April 7, 2026)
Citi puts AMD, Analog Devices on 30-day positive catalyst watch. (April 6, 2026)
ASML stock sinks on proposed China trade restrictions. (April 6, 2026)
Netflix stock upgraded to buy ahead of earnings report. (April 6, 2026)
Photo: ASML cleanroom for EUV wafer stage training. (ASML)
Labels:
amd,
analog devices,
apple,
applied materials,
asml,
broadcom,
china,
chips,
dell,
google,
intel,
iphone,
netflix,
nvidia,
personal computers,
tesla,
tsmc
Saturday, April 4, 2026
Week in review: Sphere Entertainment stock soars; Apple celebrates 50th anniversary
The following is a roundup of my stories from Investors.com.
Semiconductor capex rising. Analysts name top stock picks. (April 3, 2026)
How Netflix is “boiling the frog”: Price hikes driving U.S. streaming video sales growth, not new subscribers. (April 3, 2026)
Sphere Entertainment scores positive Wall Street reports. Stock hits record high. (April 2, 2026)
“Buy the pullback” in memory chip stocks, analyst says. (April 2, 2026)
What’s next for Apple after company’s 50th anniversary? (April 1, 2026)
Netflix labeled “top pick” among media stocks. Here’s why. (March 31, 2026)
Micron stock price target slashed after plunge. (March 31, 2026)
Marvell stock jumps on Nvidia investment, partnership. (March 31, 2026)
Memory chip pricing strength likely to continue into 2027. (March 30, 2026)
Photo: Sphere Entertainment promotes The Wizard of Oz experience at the Las Vegas Sphere. (Sphere)
Saturday, March 28, 2026
Week in review: Netflix price increases, Tesla’s Terafab, memory chip stocks fall
The following is a roundup of my stories from Investors.com.
Netflix tests subscriber loyalty with price increases. (March 27, 2026)
Cirrus Logic stock breaks out on Apple partnership. (March 26, 2026)
ASML stock called “top pick” as memory-chip makers upgrade gear. (March 26, 2026)
Morgan Stanley defends memory chip stocks amid slump. (March 26, 2026)
Is the party over for memory chip stocks? Micron, Sandisk continue pullback. (March 25, 2026)
Arm forecasts steep sales ramp for new AI server chip. (March 25, 2026)
Micron stock falls as rival SK Hynix ups investments. (March 24, 2026)
TSMC hitting production capacity limits, says Broadcom. (March 24, 2026)
Chip gear stocks jump on Tesla’s Terafab plans. (March 23, 2026)
Photo: Actress Keri Russell attends the season two premiere of her Netflix series “The Diplomat” in October 2024 in New York City. (Netflix)
Labels:
arm holdings,
asml,
broadcom,
chips,
cirrus logic,
micron,
netflix,
sandisk,
tesla,
tsmc
Saturday, March 21, 2026
Week in review: Nvidia GTC news; Micron earnings beat
The following is a roundup of my stories from Investors.com.
Dell stock jumps as computer maker seen benefiting from Supermicro woes. (March 20, 2026)
Advanced Energy nabs price-target hike. (March 20, 2026)
Adobe stock hits 7-year low after it’s branded AI loser. (March 19, 2026)
Micron stock falls as investors suspect peak is near and take profits. (March 19, 2026)
Micron obliterates Wall Street’s Q2 targets on AI data center business. (March 18, 2026)
Spotify stock has multiple catalysts ahead, analyst says. (March 18, 2026)
Nvidia preparing to cash in on China AI market. (March 18, 2026)
Nvidia “checks all the boxes,” but stock remains range-bound. Here’s why. (March 17, 2026)
Semtech stock falls despite chipmaker posting beat-and-raise report. (March 16, 2026)
Nvidia doubles AI hardware forecast, touts new inferencing chip. (March 16, 2026)
Photo: Nvidia CEO Jensen Huang speaks at the company’s GTC 2026 conference in San Jose, Calif. (Nvidia)
Saturday, March 14, 2026
Week in review: Adobe CEO steps down; Synopsys unveils new chip design tools
The following is a roundup of my stories from Investors.com.
Tech trends turned memory players into powerful AI stocks. What investors should know. (March 13, 2026)
Nvidia partner Synopsys accelerates shift from silicon to systems. (March 13, 2026)
Adobe stock falls despite better-than-expected report as CEO steps down. (March 12, 2026)
Nvidia GTC event set for Monday. Here’s what to expect from the AI leader. (March 12, 2026)
Dell, IBD Stock of the Day, buoyed by “Texas-size AI backlog.” (March 12, 2026)
Synopsys unveils new tools for designing AI chips, systems. (March 11, 2026)
Nvidia invests $2 billion in Nebius to fund AI data center buildout. (March 11, 2026)
Chip gear spending shows no signs of slowing, analyst says. (March 10, 2026)
Nvidia invests in AI startup Thinking Machines. (March 10, 2026)
Chip foundry TSMC says its sales rose 22% in February. (March 10, 2026)
Photo: Adobe and Major League Baseball on March 9 announced an expansion of their multiyear partnership. Adobe will help drive the next generation of digital fan experiences for MLB. (Adobe)
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