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)

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: 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)

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)

Week in review: Intel, Netflix earnings; Serve Robotics deal

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

Nvidia, IBD Stock of the Day, looks to finally score China sales. (Jan. 23, 2026)

Intel stock falls after investor expectations get ahead of reality. (Jan. 23, 2026)

Intel stock drops on weak first-quarter guidance after Q4 beat. (Jan. 22, 2026)

Adobe partners with Hollywood players on generative AI. (Jan. 22, 2026)

Netflix guidance disappoints. Executives defend Warner Bros. deal. (Jan. 21, 2026)

Netflix stock falls after video streamer misses with Q1 outlook. (Jan. 20, 2026)

Serve Robotics buying fellow Nvidia-powered bot maker. (Jan. 20, 2026)

Photo: Intel event at CES 2026. (Intel)

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)

Week in review: CES 2026 preview, Netflix stock sinks

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

Netflix stock sinks into the upside down despite “Stranger Things” success. (Jan. 2, 2026)

ASML stock jumps on double upgrade for chip gear leader. (Jan. 2, 2026)

Apple stock initiated at neutral. Here’s why. (Jan. 2, 2026)

Nvidia asks TSMC to boost H200 production amid China demand. (Dec. 31, 2025)

Nova, IBD Stock of the Day, flirts with buy point amid strong chip gear demand. (Dec. 30, 2025)

CES 2026: AI, robots, wearables, industrial machines in focus. (Dec. 30, 2025)

“Grand Theft Auto” game publisher is a steal, analyst says. (Dec. 29, 2025)

Photo: Actress Millie Bobby Brown attends the season five premiere of “Stranger Things” in London on Nov. 13, 2025. (Netflix)

Week in review: 2026 predictions for Apple, Microsoft; Nvidia-Groq deal

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

Nvidia deal with Groq called “strategic” amid rise of custom AI chips. (Dec. 26, 2025)

Nvidia, IBD Stock of the Day, actionable ahead of CES news. (Dec. 24, 2025)

Microsoft will “prove doubters wrong” in 2026 with AI-fueled growth. (Dec. 24, 2025)

Citi makes left-field choice for top pick among chip stocks. (Dec. 23, 2025)

Will 2026 be the year Apple finally joins the AI race? (Dec. 23, 2025)

Nvidia stock climbs on China export news. (Dec. 22, 2025)

Photo: Microsoft Ignite conference 2025. (Microsoft)

Week in review: Adobe, Broadcom, Synopsys earnings reports

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

Adobe stock rebounds on improved AI outlook. (Dec. 12, 2025)

Can Semtech notch a new record with its “nichey, difficult-to-do technologies”? (Dec. 12, 2025)

Why Broadcom stock is down despite beat-and-raise report. (Dec. 12, 2025)

Broadcom stock wavers despite beat-and-raise quarterly report. (Dec. 11, 2025)

Creative software leader Adobe tops Q4 targets, moves the chains. (Dec. 10, 2025)

Nvidia partner Synopsys beats Q4 views but gives mixed outlook. (Dec. 10, 2025)

Taiwan Semiconductor stock hits buy point after sales report. (Dec. 10, 2025)

Apple stock gets three price-target hikes. Here’s why. (Dec. 9, 2025)

What Trump’s China chip deal means for Nvidia stock. (Dec. 9, 2025)

Wall Street sours on Netflix stock amid Warner Bros. acquisition. (Dec. 8, 2025)

Marvell stock down as Microsoft mulls switch to Broadcom for custom chips. (Dec. 8, 2025)

Photo: Adobe Creative Studio with generative AI features. (Adobe)

Week in review: Nvidia falls on China pressure, rallies on Intel partnership

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

Apple stock rises as iPhone 17 officially goes on sale. (Sept. 19, 2025)

IBD 50 stock SiTime climbs after entering lucrative new market. (Sept. 19, 2025)

Newly public AI infrastructure firm, WhiteFiber, surges after quarterly report. (Sept. 18, 2025)

SoundHound AI marches higher after making acquisition. (Sept. 18, 2025)

Spotify, IBD Stock of the Day, makes bullish move on music service changes. (Sept. 18, 2025)

Nvidia invests in Intel as two collaborate on chip development. (Sept. 18, 2025)

Netflix stock upgraded to buy, retakes key level. (Sept. 17, 2025)

As Nvidia retreats, these AI chip stocks show strength. (Sept. 17, 2025)

Rambus stock grabs price-target hikes amid ascent. (Sept. 17, 2025)

Is Netflix stock down for the count after boxing match? (Sept. 16, 2025)

ASML stock rises as semiconductor equipment group rallies. (Sept. 16, 2025)

Duolingo bolsters AI conversations, chess offerings. (Sept. 16, 2025)

Micron stock notches record high ahead of earnings report. (Sept. 15, 2025)

Apple stock rises amid strong iPhone 17 preorders. (Sept. 15, 2025)

Nvidia stock falls as China pressures U.S. chipmakers. (Sept. 15, 2025)

Photo: WhiteFiber data center in Iceland with Nvidia B200 GPU clusters. (WhiteFiber)

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)

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)

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)

Week in review: AI chip, data center stocks get positive reports

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

Cadence, Synopsys jump after China export curbs lifted. (July 3, 2025)

Nvidia, AI data center stocks get price-target hikes. (July 3, 2025)

Broadcom stock called “top pick.” Here’s why. (July 2, 2025)

Warehouse automation trend is positive for these stocks. (July 2, 2025)

Apple stock analyst calls bottom but still cautious. (July 2, 2025)

Intuit launches AI agents for QuickBooks accounting software. (July 1, 2025)

Taiwan Semiconductor seen rising on AI chip growth. (July 1, 2025)

Broadcom stock hits new high on positive reports. (June 30, 2025)

Apple smart glasses likely two years away, analyst says. (June 30, 2025)

Photo: Taiwan Semiconductor Manufacturing Co. building at dusk. (TSMC)

Week in review: Netflix stock surges after Tudum event

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

Duolingo speaks a language investors can understand. (June 6, 2025)

Apple set for low-key WWDC news cycle after AI face-plant. (June 6, 2025)

Chinese firm pulls press release announcing new Nvidia AI chip. (June 6, 2025)

Broadcom latest AI chipmaker to outperform with quarterly results. (June 6, 2025)

Broadcom edges above quarterly targets, but stock slips. (June 5, 2025)

Nvidia preparing to re-enter China market, supplier says. (June 5, 2025)

Spotify stock hits crescendo on fresh buy rating. (June 4, 2025)

Apple stock downgraded on slowing growth, AI challenges. (June 4, 2025)

Credo stock rockets on “impressive” beat-and-raise earnings report. (June 3, 2025)

Broadcom touts “breakthrough” switch for AI data centers. (June 3, 2025)

Netflix stock notches record high after Tudum event. (June 2, 2025)

Roblox stock “grows” thanks to hit video game. (June 2, 2025)

Photo: Cookie Monster attends Netflix Tudum 2025. (Netflix)

Week in review: Nvidia, Dell, Marvell, Best Buy earnings

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

What’s next for Nvidia as AI powerhouse navigates trade, demand hurdles? (May 30, 2025)

Dell posts mixed Q1 results but offers upbeat outlook. (May 29, 2025)

Marvell Technology squeaks past quarterly targets. Stock drops late. (May 29, 2025)

Best Buy delivers mixed Q1 report, cuts outlook on Trump tariffs. (May 29, 2025)

Nvidia jumps on “robust” quarter, boosts AI data center stocks. (May 29, 2025)

Nvidia stock rallies on earnings beat, as CEO touts AI momentum. (May 28, 2025)

Trump blocks chip design software firms from selling in China. (May 28, 2025)

Expectations for Apple’s WWDC couldn’t be lower. (May 27, 2025)

Nvidia stock braces for impact of China trade ban. (May 27, 2025)

Evergreen stories:

Is AMD stock a buy as chipmaker steps up battles with Intel, Nvidia. (May 28, 2025)

Is Apple stock a buy amid low expectations for WWDC? (May 28, 2025)

Photo: Nvidia CEO Jensen Huang speaks at Computex 2025. (Nvidia)

Week in review: Life360, NetEase, Take-Two, Applied Materials earnings

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

Roblox stock continues winning streak with help from Rihanna. (May 16, 2025)

Netflix stock hits record high on advertising initiative. (May 16, 2025)

How Apple, consumer tech companies got ahead of the Trump tariffs. (May 16, 2025)

Chip gear maker Applied Materials disappoints with slight sales miss. (May 15, 2025)

Video game publisher Take-Two offers mixed results, outlook. (May 15, 2025)

Netflix, IBD Stock of the Day, talks up advertising growth. (May 15, 2025)

Trump not happy with Apple moving iPhone production to India. (May 15, 2025)

“Marvel Rivals” game publisher hulks out after Q1 earnings beat. (May 15, 2025)

Who needs China? Saudi Arabia steps up as big buyer of AI chips. (May 14, 2025)

Spotify, IBD Stock of the Day, hovers in buy zone after breakout. (May 13, 2025)

Nvidia stock retakes key level on Saudi AI deal. (May 13, 2025)

Life360 stock rockets after first-quarter earnings beat. (May 13, 2025)

Family tracker app Life360 finds mixed first-quarter report. (May 12, 2025)

Apple stock rises on tariff relief, but services challenges remain overhang. (May 12, 2025)

Photo: Life360 app. (Life360)

Week in review: Apple, Duolingo, Microsoft, Roblox earnings

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

Duolingo stock surges on “muy bueno” first-quarter results. (May 2, 2025)

Take-Two stock wipes out on “GTA 6” game delay. (May 2, 2025)

Apple stock sinks on tariffs, services challenges. (May 2, 2025)

Apple tops March-quarter targets on record services revenue. But stock slips. (May 1, 2025)

Roblox stock jumps on first-quarter beat-and-raise report. (May 1, 2025)

What AI slowdown? Nvidia rallies as Meta, Microsoft boost data center spending. (May 1, 2025)

Microsoft smashes March-quarter targets on cloud, AI gains. (April 30, 2025)

Supermicro warning takes down AI data center stocks. (April 30, 2025)

Apple stock gets price-target cuts on tariff headwinds. (April 30, 2025)

Garmin stock drops on mixed first-quarter report. (April 30, 2025)

Super Micro Computer stock plunges on weak March-quarter figures. (April 29, 2025)

Logitech stock flat despite March-quarter earnings beat. (April 29, 2025)

Zebra tops Q1 targets but sees Q2 profit hit from Trump tariffs. (April 29, 2025)

Spotify stock falls on music streamer’s mixed Q1 report. (April 29, 2025)

Nvidia stock sinks on China’s growing AI chip ambitions. (April 28, 2025)

Microsoft stock has “derisked setup” ahead of March-quarter report. (April 28, 2025)

Opera stock shatters glass with first-quarter report. (April 28, 2025)

Photo: Duolingo launches 148 new language courses on April 30, 2025. (Duolingo)

Week in review: Intel, Texas Instruments, Vertiv earnings

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

Spotify stock tests buy point ahead of Q1 report. (April 25, 2025)

Tariff concerns loom over Apple earnings report. (April 25, 2025)

Intel stock drops on disappointing second-quarter outlook. (April 24, 2025)

Take-Two stock notches record high ahead of big game release. (April 24, 2025)

Vertiv gaining share as AI data-center buildout continues, says CEO. (April 24, 2025)

Texas Instruments returns to growth after 9-quarter slide. (April 23, 2025)

Duolingo stock surges on fresh buy rating, Street-high price target. (April 23, 2025)

Semiconductor stocks face post-tariff shocks. More downside ahead? (April 23, 2025)

AI data center momentum remains strong, Vertiv says. (April 23, 2025)

Survey shows pent-up demand for new Apple iPhones. (April 22, 2025)

Netflix, IBD Stock of the Day, enjoys delayed breakout. (April 22, 2025)

Netflix battles stock market headwinds as it flirts with buy point. (April 21, 2025)

China’s Huawei launches AI chip to fill Nvidia void. (April 21, 2025)

Photo: Grace Wang, vice president and general manager of Intel Taiwan, holds a Lunar Lake-powered laptop next to a layered demo during the Intel Technology Tour in Taipei, Taiwan, in May 2024. (Intel)

Week in review: Nintendo Switch 2 price maintained despite Trump tariffs

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

Netflix stock poised to break out after earnings beat. (April 18, 2025)

Nintendo maintains Switch 2 pricing despite Trump tariffs. (April 18, 2025)

Netflix delivers beat-and-raise first-quarter report. Stock rises late. (April 17, 2025)

Taiwan Semiconductor beats Q1 targets on strong AI chip sales. (April 17, 2025)

Chip gear giant ASML tops Q1 views, guides low on Q2 sales. (April 16, 2025)

Nvidia stock falls after Trump essentially blocks China AI chip sales. (April 16, 2025)

Nvidia, AI chip stocks called “safest” bets heading into Q1 earnings season. (April 15, 2025)

Macroeconomic uncertainty pressuring Microsoft, software stocks. (April 15, 2025)

Nvidia announces plans for U.S.-made AI supercomputers. (April 14, 2025)

Spotify, IBD Stock of the Day, keeps on rocking amid economic uncertainty. (April 14, 2025)

Apple stock rises on limited tariff relief. Uncertainty remains. (April 14, 2025)

Photo: Gamers attend the Nintendo Switch 2 Experience in New York City on April 4, 2025. (Nintendo)