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)

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)

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)

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: 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)

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)

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: 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)

Week in review: Broadcom, Marvell earnings; Apple iPhone 17e, MacBook Neo launch

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

Marvell gets AI sales boost in fiscal Q4. Stock rises. (March 5, 2026)

Broadcom shows AI infrastructure spending remains strong. (March 5, 2026)

Broadcom tops fiscal Q1 targets, guides above views on AI strength. (March 4, 2026)

Semtech expands data center portfolio with acquisition. (March 4, 2026)

Apple enters budget notebook PC market with MacBook Neo. (March 4, 2026)

Apple refreshes MacBook computers, Studio Display lineup. (March 3, 2026)

Ouster, the "eyes" of physical AI, delivers Q4 earnings surprise. (March 3, 2026)

Credo Technology beats fiscal Q3 targets, but still disappoints. (March 2, 2026)

Apple introduces low-cost iPhone 17e, upgraded iPad Air. (March 2, 2026)

Photo: Apple MacBook Neo notebook computer. (Apple)

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)

Week in review: Analog Devices, Cadence earnings; Lattice Semiconductor profile

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

ASML, IBD Stock of the Day, gets rock star treatment. (Feb. 20, 2026)

Nvidia looks for boost from Q4 earnings, GTC news. (Feb. 20, 2026)

Onto Innovation misses Q4 targets but guides higher than views. (Feb. 19, 2026)

Lattice Semiconductor making key plays in AI Super Bowl. (Feb. 19, 2026)

Analog Devices gets blizzard of price-target hikes. (Feb. 19, 2026)

Chipmaker Analog Devices reports accelerating sales, earnings growth. (Feb. 18, 2026)

Tech leader Camtek rises after mixed Q4 report, modest outlook. (Feb. 18, 2026)

Nvidia announces AI partnership with Meta Platforms. (Feb. 17, 2026)

MKS stock falls after chip-gear maker edges above Q4 targets. (Feb. 17, 2026)

Cadence Design Systems tops views with Q4 results, 2026 outlook. (Feb. 17, 2026)

Photo: Analog Devices signage. (ADI)

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)

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)

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)

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: 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)

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: Micron stuns with earnings beat, Nvidia stock called ‘cheap’

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

Nvidia stock looks “cheap,” analysts say. (Dec. 19, 2025)

Lam Research, IBD Stock of the Day, hits all-time high on 2026 prospects. (Dec. 19, 2025)

Micron stock jumps on “stunning” quarterly results, guidance. (Dec. 18, 2025)

Micron stock surges as memory-chip maker smashes estimates. (Dec. 17, 2025)

Apple seen moving from AI laggard to leader in 2026. (Dec. 17, 2025)

Micron getting tailwind from rising memory-chip prices. (Dec. 16, 2025)

SharkNinja stock lands on three “top picks” lists for 2026. (Dec. 15, 2025)

KLA stock nears buy point as chip-gear maker upgraded. (Dec. 15, 2025)

Nvidia reportedly seeing high demand from China for H200 AI chips. (Dec. 15, 2025)

Photo: Micron 1-beta DRAM wafer (Micron Technology)