Showing posts with label amd. Show all posts
Showing posts with label amd. Show all posts
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, February 28, 2026
Week in review: Nvidia earnings fail to impress; Netflix gives up Warner bid
The following is a roundup of my stories from Investors.com.
Netflix wins by losing Warner Bros. deal, analysts say. (Feb. 27, 2026)
Synopsys to reveal Ansys synergies at conference. (Feb. 27, 2026)
Dell stock soars as AI data center business fuels growth. (Feb. 27, 2026)
Dell stock jumps as computer maker trounces estimates. (Feb. 26, 2026)
Intuit tops fiscal Q2 estimates, sees AI benefiting business. (Feb. 26, 2026)
ACM Research stock tumbles on Q4 earnings miss. (Feb. 26, 2026)
Hot spinoff Qnity Electronics crushes Q4 earnings estimates. (Feb. 26, 2026)
Nvidia stock drops despite bullish Q4 report. AI angst blamed. (Feb. 26, 2026)
Nvidia beats Wall Street targets. Stock edges higher. (Feb. 25, 2026)
Why Monolithic Power Systems, IBD Stock of the Day, is called a top pick. (Feb. 24, 2026)
AMD stock rises on Meta AI infrastructure deal. (Feb. 24, 2026)
Analysts tout three chip stocks hovering around buy zones. (Feb. 23, 2026)
Nvidia stock gets vote of confidence before Q4 report. (Feb. 23, 2026)
Photo: Nvidia server display at CES 2026 (Nvidia)
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)
Saturday, January 31, 2026
Week in review: Apple iPhone shortage; Microsoft, Sandisk, KLA, Lam, ASML, TI earnings
The following is a roundup of my stories from Investors.com.
Sandisk rockets as memory stocks called “the new gold.” (Jan. 30, 2026)
Chip-gear maker KLA tops estimates but stock falls. (Jan. 30, 2026)
Apple faces iPhone shortages amid chip production constraints. (Jan. 30, 2026)
Apple handily beats holiday-quarter goals on record iPhone sales. (Jan. 29, 2026)
Sandisk stock soars as memory-chip maker smashes estimates. (Jan. 29, 2026)
Microsoft earnings report brings out the bears as Azure growth disappoints. (Jan. 29, 2026)
Microsoft beats December-quarter targets, but stock falls late. (Jan. 28, 2026)
Lam Research stock rises as chip-gear firm tops targets. (Jan. 28, 2026)
ASML stock falls despite strong sales forecast for 2026. (Jan. 28, 2026)
Texas Instruments guides above Q1 estimates after roughly in-line Q4. (Jan. 27, 2026)
Micron expands memory-chip production in Singapore amid shortage. (Jan. 27, 2026)
Apple stock sentiment mixed ahead of holiday-quarter report. (Jan. 26, 2026)
AMD stock flirts with buy point ahead of Q4 report. (Jan. 26, 2026)
Photo: Prince William visits KLA's Newport, U.K., facilities in December 2025. (KLA/Andrew Parsons/Kensington Palace)
Saturday, January 17, 2026
Week in review: TSMC earnings beat; Silicon Labs focused on edge AI
The following is a roundup of my stories from Investors.com.
Chipmaker TSMC adds fuel to AI megatrend hype with Q4 report. (Jan. 16, 2026)
AMD, IBD Stock of the Day, jumps into buy area on TSMC results. (Jan. 15, 2026)
Silicon Labs sees AI moving to the intelligent edge. (Jan. 15, 2026)
Taiwan Semiconductor beats Q4 targets on advanced chip production, (Jan. 15, 2026)
Videoconferencing, gaming gear key areas for Logitech. (Jan. 14, 2026)
SoundHound stock in doghouse as sales growth slows. (Jan. 14, 2026)
Oshkosh adds autonomy to industrial, construction gear. (Jan. 13, 2026)
Intel could become No. 2 chip foundry, analyst says. (Jan. 13, 2026)
Macom stock breaks out on satellite business prospects. (Jan. 12, 2026)
Nvidia partners with biotech firms on AI drug discovery. (Jan. 12, 2026)
Apple confirms use of Google Gemini for AI upgrades. (Jan. 12, 2026)
Photo: TSMC fab in Arizona. (TSMC)
Saturday, January 10, 2026
Week in review: CES 2026 featured AI chips, humanoid robots, toilet tech
The following is a roundup of my stories from Investors.com.
Humanoid robots captivate crowds at CES 2026 tech trade show. (Jan. 9, 2026)
CES 2026 show is flush with toilet tech. (Jan. 9, 2026)
Wearable AI gadgets could be next big thing. (Jan. 9, 2026)
Caterpillar bringing AI smarts, autonomy to construction sites. (Jan. 8, 2026)
Lenovo’s Qira joins crowded AI voice assistant market. (Jan. 7, 2026)
Nvidia looks to sell more advanced AI chips to China. (Jan. 7, 2026)
Nvidia analysts upbeat after AI chipmaker’s CES 2026 report. (Jan. 6, 2026)
AMD promotes new AI chip, sees industry demand reaching yottaflops. (Jan. 6, 2026)
Nvidia touts latest AI processor, Rubin, at CES 2026. (Jan. 5, 2026)
CES 2026: How AI is fueling hardware upgrades, productivity. (Jan. 5, 2026)
Photo: Throne smart toilet device (Throne)
Saturday, November 15, 2025
Week in review: AI voice assistants, AI stock slump, Netflix House opens
The following is a roundup of my stories from Investors.com.
AI voice assistants are making themselves heard. Wall Street is paying attention. (Nov. 14, 2025)
Wall Street doubles down on Nvidia amid AI stock slump. (Nov. 14, 2025)
Chip-gear firm Applied Materials tops targets, but stock falls. (Nov. 13, 2025)
Nvidia earnings seen as key to reviving AI stock trade. (Nov. 13, 2025)
Micron stock called “top pick” by Morgan Stanley. (Nov. 13, 2025)
AMD stock rises after chipmaker raises financial targets. (Nov. 12, 2025)
Streaming video giant expands media footprint with Netflix House. (Nov. 11, 2025)
Life360 stock sinks on shift to advertising with acquisition (Nov. 11, 2025)
Taiwan Semiconductor reports all systems go with October sales. (Nov. 10, 2025)
IBD 50 stock Camtek beats Q3 targets, matches Q4 revenue estimate. (Nov. 10, 2025)
Photo: Netflix Co-CEO Greg Peters speaks at the opening of Netflix House Philadelphia on Nov. 10, 2025, alongside Pennsylvania Gov. Josh Shapiro. (Netflix)
Saturday, November 8, 2025
Week in review: AMD, Arm, Sandisk, SharkNinja, Spotify earnings
The following is a roundup of my stories from Investors.com.
Sandisk surges on strong data center memory-chip sales. (Nov. 7, 2025)
SoundHound AI beats Q3 estimates, hikes full-year outlook. (Nov. 6, 2025)
Take-Two earnings slam dunk overshadowed by “GTA 6” delay. (Nov. 6. 2025)
SharkNinja cleans up with third-quarter earnings beat. (Nov. 6, 2025)
Timing-chip maker SiTime clocks in with Q3 beat. (Nov. 5, 2025)
AppLovin stock rises on better-than-expected earnings, guidance. (Nov. 5, 2025)
Chip designer Arm wrestles beat-and-raise earnings report. (Nov. 5, 2025)
Advanced Energy powers higher on strong earnings, outlook. (Nov. 5, 2025)
Astera Labs tops targets, but stock drops on margin concerns. (Nov. 4, 2025)
Supermicro stock retreats on September-quarter miss. (Nov. 4, 2025)
Chipmaker AMD delivers beat-and-raise report, but stock drops. (Nov. 4, 2025)
Spotify rocks Q3 financial beat, but gives mixed outlook. (Nov. 4, 2025)
Qnity completes spinoff from DuPont, gets positive initial response. (Nov. 3, 2025)
Nvidia stock scores price-target hikes on latest AI chip deals. (Nov. 3, 2025)
Photo: Social media influencer Demi Engemann uses Ninja Thirsti to make dirty sodas. (SharkNinja)
Saturday, October 18, 2025
Week in review: ASML, TSMC earnings; major AI data center chip deals
The following is a roundup of my stories from Investors.com.
Netflix stock drops below key level before Q3 earnings report. (Oct. 16, 2025)
Take-Two scores price-target hikes on “NBA 2K26,” “Grand Theft Auto 6” games. (Oct. 16, 2025)
Taiwan Semiconductor smashes Q3 earnings target. But stock retreats. (Oct. 16, 2025)
Roblox stock pops higher on deeper collaboration with Mattel. (Oct. 15, 2025)
Nvidia stock wavers after latest data center deal. (Oct. 15, 2025)
ASML stock rises on strong orders, 2026 outlook. (Oct. 15, 2025)
PC sales perk up as Microsoft retires Windows 10 operating system. (Oct. 14, 2025)
AMD scores major AI chip sale with Oracle. (Oct. 14, 2025)
Broadcom touts ultrafast networking chip for AI data centers. (Oct. 14, 2025)
Apple stock might not see positive catalysts until spring. (Oct. 13, 2025)
Broadcom stock surges on OpenAI chip deal. (Oct. 13, 2025)
Photo: ASML technicians in a cleanroom. (ASML)
Saturday, October 11, 2025
Week in review: Serve Robotics scores DoorDash restaurant delivery deal
The following is a roundup of my stories from Investors.com.
Netflix stock awaits Q3 earnings report, “Stranger Things” release. (Oct. 10, 2025)
Why the IBD 50’s SiTime, up more than 40%, resonates with investors. (Oct. 10, 2025)
Applied Digital is the latest AI infrastructure stock to catch fire. (Oct. 10, 2025)
Nvidia stock spikes to record high on UAE trade approval. (Oct. 9, 2025)
Serve Robotics inks autonomous food delivery deal with DoorDash. (Oct. 9, 2025)
Chip foundry TSMC tops estimates for September sales. (Oct. 9, 2025)
Morgan Stanley raises caution flag on AI financing deals. (Oct. 8, 2025)
OpenAI event fails to boost participating app makers as concerns remain. (Oct. 7, 2025)
Nvidia, IBD Stock of the Day, seen unscathed by OpenAI’s AMD deal. (Oct. 7, 2025)
Dell stock jumps as AI business lifts long-term growth outlook. (Oct. 7, 2025)
AppLovin stock falls on report of SEC probe. (Oct. 6, 2025)
Netflix stock snaps five-day losing streak after conservative backlash. (Oct. 6, 2025)
Micron stock hits record high after bullish report. (Oct. 6, 2025)
AMD stock surges as chipmaker latest to get OpenAI deal. (Oct. 6, 2025)
Photo: Serve Robotics sidewalk delivery robot in Chicago. (Serve Robotics)
Saturday, August 30, 2025
Week in review: Apple’s ‘invisible’ AI strategy; Nvidia earnings report
The following is a roundup of my stories from Investors.com.
Apple’s “invisible” AI strategy weighs on its stock. What worries Wall Street. (Aug. 29, 2025)
Broadcom seen getting AI lift in quarterly report. (Aug. 29, 2025)
Autodesk rises as design software firm focuses on AI. (Aug. 29, 2025)
Ambarella stock soars on Q2 beat, edge AI growth. (Aug. 29, 2025)
Dell sinks on mixed outlook after beating Q2 targets, (Aug. 28, 2025)
Marvell stock drops as chipmaker forecasts sales below views. (Aug. 28, 2025)
Credo stock notches record high ahead of earnings report. (Aug. 28, 2025)
China uncertainty weighs on Nvidia stock. What’s next for the AI chipmaker? (Aug. 28, 2025)
Nvidia earnings: Stock falls. CEO upbeat about China market. (Aug. 27, 2025)
Micron stock called “best idea” amid business transformation. (Aug. 27, 2025)
Apple promises “awe dropping” event Sept. 9. (Aug. 26, 2025)
Semtech stock surges after chipmaker clears Q2 hurdles. (Aug. 26, 2025)
AMD stock upgraded to buy. What caused the change in sentiment? (Aug. 26, 2025)
Why Apple stock could sell off after iPhone 17 reveal. (Aug. 25, 2025)
Nvidia stock gets price-target hikes ahead of quarterly report. (Aug. 25, 2025)
Photo: Apple promotional art for its Sept. 9 product event. (Apple)
Saturday, August 23, 2025
Week in review: Chris Hansen goes after sex offenders on Roblox
The following is a roundup of my stories from Investors.com.
QuickBooks maker Intuit tallies fiscal Q4 beat, gives in-line outlook. (Aug. 21, 2025)
Apple iPhone shamed by folding, AI-enabled smartphones. (Aug. 21, 2025)
Nvidia stock sinks on fears of AI bubble, AI winter. (Aug. 20, 2025)
Figma stock gets buy rating after post-IPO swoon. (Aug. 20, 2025)
Analog Devices tops views, guides higher amid cyclical chip recovery. (Aug. 20, 2025)
Is AMD stock a buy as chipmaker takes Intel market share? (Aug. 19, 2025)
Is Netflix stock a buy after ad sales success? (Aug. 19, 2025)
Spotify stock records price-target hikes. Here’s why. (Aug. 18, 2025)
Chris Hansen asks Roblox to “Take a seat right over there.” (Aug. 18, 2025)
Apple iPhone 17 anticipation builds. Is Apple stock a buy? (Aug. 18, 2025)
AI isn’t eating these software stocks, analyst says. (Aug. 18, 2025)
Photo: Roblox mobile app on a young person’s smartphone. (Roblox)
Labels:
amd,
apple,
chips,
figma,
intuit,
iphone,
microsoft,
netflix,
nvidia,
roblox,
spotify,
video games
Saturday, August 16, 2025
Week in review: Life360 stock jumps, Trump ponders stake in Intel
The following is a roundup of my stories from Investors.com.
Trump wants to make Intel great again. What that means tor TSMC. (Aug. 15, 2025)
Spotify, IBD Stock of the Day, makes swift move above early buy point. (Aug. 15, 2025)
Applied Materials stock drops on weak outlook. CEO sees “increased uncertainty.” (Aug. 14, 2025)
Nvidia, AMD, other AI stocks score price-target hikes amid strong AI server demand. (Aug. 14, 2025)
NetEase stock drops after Chinese video game firm misses sales target. (Aug. 14, 2025)
EA stock hits record high on buzz for new video game. (Aug. 12, 2025)
Nvidia faces suspicion as it reenters China AI chip market. (Aug. 12, 2025)
Family safety stock Life360 surges as parents seek peace of mind. (Aug. 12, 2025)
Life360 stock rises as “anxiety economy” fuels growth. (Aug. 11, 2025)
Micron stock rises after memory-chip maker ups outlook. (Aug. 11, 2025)
Adobe stock downgraded as “AI is eating software.” (Aug. 11, 2025)
Photo: Life360 Tile device with school ID. (Life360)
Labels:
adobe,
amd,
applied materials,
china,
chips,
electronic arts,
intel,
life360,
micron,
netease,
nvidia,
spotify,
video games
Saturday, August 9, 2025
Week in review: AMD, Arlo, Astera Labs, Ouster, SharkNinja, Supermicro, Zebra earnings
The following is a roundup of my stories from Investors.com.
Ouster is laser-focused on being the eyes of physical AI. CEO touts lidar’s expanding reach. (Aug. 8, 2025)
Apple stock retakes key level after dodging tariff bullet. (Aug. 8, 2025)
Arlo stock leaps as home security camera firm beats views. (Aug. 8, 2025)
Take-Two tops June-quarter targets, touts ambitious game pipeline. (Aug. 7, 2025)
President Trump rocks chip stocks with tariff talk, Intel comments. (Aug. 7, 2025)
SharkNinja jumps on strong Q2 earnings, raised guidance. (Aug. 7, 2025)
AppLovin stock stages breakout after beat-and-raise Q2 report. (Aug. 7, 2026)
Symbotic stock falls as warehouse automation firm misses with outlook. (Aug. 6, 2025)
Apple stock rises on company’s new U.S. investment commitment. (Aug. 6, 2025)
Super Micro Computer tanks after missing across the board. (Aug. 5, 2025)
AMD stock slides after chipmaker posts in-line earnings. (Aug. 5, 2025)
Astera Labs stock surges after chipmaker tops Q2 targets, guides up. (Aug. 5, 2025)
Nvidia, Broadcom, chip stocks fall on looming Trump tariffs. (Aug. 5, 2025)
Roku launches low-cost subscription video service. (Aug. 5, 2025)
Zebra sprints past Q2 earnings target, trips on conservative outlook. (Aug. 5, 2025)
Broadcom rounds out AI networking portfolio with new Jericho chip. (Aug. 4, 2025)
Data center spending strength bodes well for Nvidia stock. (Aug. 4, 2025)
Spotify stock rises as music streamer raises prices in international markets. (Aug. 4, 2025)
Evergreen stories:
Apple stock: Time to buy or sell? What investors need to know. (Aug. 4, 2025)
Photo: Arlo security camera with solar power panel. (Arlo Technologies)
Saturday, August 2, 2025
Week in review: Netflix becoming the new Disney; Figma IPO; Apple, Microsoft earnings
The following is a roundup of my stories from Investors.com.
Netflix wants to be the next Disney. It’s a big world after all as kingdom expands. (Aug. 1, 2025)
Apple gets points for good behavior but still in investor jail. (Aug. 1, 2025)
Apple beats June-quarter targets on strong iPhone, services sales. Stock rises. (July 31, 2025)
Figma stock blasts off with well-received IPO. (July 31, 2025)
AI data center buildout fueling growth at Vertiv, Applied Digital. (July 31, 2025)
Astera Labs is a star in AI connectivity chips. (July 31, 2025)
Roblox tops views for Q2 bookings, users. Stock rockets. (July 31, 2025)
Microsoft stock heads skyward on Azure cloud business. (July 30, 2025)
Arm matches June-quarter estimates. Stock falls on earnings outlook. (July 30, 2025)
Nvidia, AI chip stocks score price-target hikes. (July 30, 2025)
Garmin birdies Q2 results, but stock hits rough on guidance. (July 30, 2025)
Vertiv stock jumps as data center player crushes Q2 targets. (July 30, 2025)
Nvidia stock hits record high on China AI chip orders. (July 29, 2025)
Spotify stock falls on Q2 revenue miss, surprise loss. (July 29, 2025)
Rambus stock rises on better-than-forecast second-quarter results. (July 28, 2025)
Cadence Design Systems stock jumps on beat-and-raise earnings report. (July 28, 2025)
AMD raises AI chip price, confident it can compete with Nvidia. (July 28, 2025)
Photo: Netflix House concept art. (Netflix)
Saturday, July 12, 2025
Week in review: Netflix, Spotify, TSMC, TI earnings previews
The following is a roundup of my stories from Investors.com.
Vertiv stock rebounds after overreaction to AWS news. (July 11, 2025)
AMD, IBD Stock of the Day, ready to challenge Nvidia. (July 11, 2025)
Netflix stock valuation called “fair pushback” to buy ratings. (July 11, 2025)
Autodesk stock hammered on rumored PTC acquisition. (July 10, 2025)
AMD stock upgraded to buy on AI chip pipeline. (July 10, 2025)
Taiwan Semiconductor posts strong June sales. But stock wavers. (July 10, 2025)
Microsoft stock spikes to record high on AI outlook. (July 9, 2025)
Apple needs acquisition to catch up in AI race, analyst says. (July 9, 2025)
Texas Instruments stock nears buy point ahead of Q2 report. (July 8, 2025)
SoundHound stock roars amid agentic AI push. (July 8, 2025)
Music streamer Spotify has “underappreciated pricing power.” (July 8, 2025)
Roblox stock jumps on scary hit video game. (July 7, 2025)
ServiceNow, IBD Stock of the Day, flirts with buy point before Q2 report. (July 7, 2025)
Netflix stock downgraded. Here’s why. (July 7, 2025)
Photo: Singer Miley Cyrus performs at a Spotify event in Paris. (Spotify)
Labels:
amd,
apple,
autodesk,
chips,
microsoft,
netflix,
nvidia,
roblox,
soundhound,
spotify,
video games
Saturday, June 28, 2025
Week in review: Netflix, Spotify, Nvidia hit record highs
The following is a roundup of my stories from Investors.com.
Apple’s Siri digital assistant gets failing grade. (June 27, 2025)
Streaming winners Netflix, Spotify get price-target hikes. (June 27, 2025)
Apple stock gets price-target cut on mounting challenges. (June 26, 2025)
Micron Technology rides AI data center gravy train. (June 26, 2025)
Micron stock rallies as memory-chip maker crushes estimates. (June 25, 2025)
Duolingo stock drops as data shows weakening growth. (June 25, 2025)
Spotify stock hits record high, gets price-target hike. (June 25, 2025)
Nvidia stock hits all-time high. “Golden wave” of gen AI seen. (June 25, 2025)
InterDigital stock in buy zone after breakout. (June 24, 2025)
Microsoft stock carves record high on agentic AI leadership. (June 24, 2025)
Is Apple looking to catch up in AI with big deal? (June 23, 2025)
AMD stock gets new buy rating as AI efforts take hold. (June 23, 2025)
Photo: Cardi B performs at Spotify Beach. (Spotify)
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