Week in review: Dell, Broadcom, Credo, Ambarella earnings

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

Apple poised to unveil folding iPhone. (Sept. 4, 2026)

Chipmaker Ambarella posts mixed fiscal Q2 earnings report. (Sept. 3, 2026)

Nvidia buying AI platform Hugging Face for $12.9 billion. (Sept. 3, 2026)

Broadcom forecasts steep ramp in AI revenue. (Sept. 3, 2026)

Broadcom stock falls despite better-than-expected fiscal Q3 results. (Sept. 2, 2026)

Nvidia leads chip stocks higher amid renewed confidence in AI spending. (Sept. 2, 2026)

Dell's monster quarterly beat shows continued AI momentum. (Sept. 2, 2026)

Dell stock surges as computer maker trounces estimates. (Sept. 1, 2026)

Credo Technology stock falls despite beating fiscal Q1 targets. (Sept. 1, 2026)

Apple to begin new chapter with CEO John Ternus. (Aug. 31, 2026)

Photo: Dell notebook computer. (Dell)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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)

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)

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: 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: 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: Nvidia, AI stocks retreat on bubble fears

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

Nvidia seesaws as AI stock trade stumbles. (Nov. 21, 2025)

Apple, IBD Stock of the Day, sets up before holiday season. (Nov. 21, 2025)

Intuit rings up better-than-expected results, but outlook mixed. (Nov. 20, 2025)

Taiwan Semiconductor, IBD Stock of the Day, gets brief lift from key customer Nvidia. (Nov. 20, 2025)

NetEase stock wavers on mixed third-quarter results. (Nov. 20, 2025)

Wall Street cheers bullish Nvidia report. But AI stock rally falters. (Nov. 20, 2025)

Nvidia CEO: What AI bubble? Stock rallies on Q3 report. (Nov. 19, 2025)

Adobe to buy Semrush for $1.9 billion. Generative AI shift drove deal. (Nov. 19, 2025)

Netflix stock gets price-target cut on growing concerns. (Nov. 18, 2025)

Microsoft's latest software tools raise IQ of AI agents. (Nov. 18, 2025)

Will Nvidia stock rally after its Q3 earnings report? (Nov. 17, 2025)

Dell, other computer makers drop on profit-margin concerns. (Nov. 17, 2025)

Photo: Nvidia server racks in data center. (Nvidia)

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)

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: 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: Nvidia, Dell, Duolingo, Intuit, SoundHound earnings

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

Duolingo stock plunges after Q4 earnings miss. (Feb. 28, 2025)

Nvidia could face “significant” new China AI trade restrictions. (Feb. 28, 2025)

Dell Technologies beats fiscal Q4 earnings target but sales light. (Feb. 27, 2025)

SoundHound stock howls after voice AI firm tops Q4 targets. (Feb. 27, 2025)

Duolingo beats estimates for Q4 subscribers, users, revenue. (Feb. 27, 2025)

Supermicro stock drops after officers file to sell shares. (Feb. 27, 2025)

Nvidia stock slips. CEO predicts exponential growth for AI processors. (Feb. 27, 2025)

Nvidia stock wobbles on Q4 details. Blackwell sales look strong, for now. (Live coverage) (Feb. 26, 2025)

AppLovin stock takes it in the shorts, plunges on two negative reports. (Feb. 26, 2025)

Supermicro stock surges as data-center specialist files delinquent reports. (Feb. 25, 2025)

Intuit rings up earnings beat but offers mixed outlook. (Feb. 25, 2025)

Nvidia investor worries mount ahead of AI chipmaker’s Q4 report. (Feb. 25, 2025)

Broadcom advances AI data center interconnect technology. (Feb. 25, 2025)

Adobe brings Photoshop to mobile devices as freemium app. (Feb. 25, 2025)

Apple building AI server factory in Texas as it looks to appease Trump. (Feb. 24, 2025)

Photo: Nvidia Blackwell GeForce RTX 50 series. (Nvidia)

Week in review: AI dominates CES 2025, led by Nvidia keynote

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

Tech firms have their eyes on smart glasses as the next big thing. (Jan. 10, 2025)

Health tracking is moving to smart rings from watches. Oura leads market. (Jan. 9, 2025)

X CEO applauds Meta decision to end fact-checking program on Facebook, Instagram. (Jan. 8, 2025)

SoundHound AI adds on-the-go food ordering to in-vehicle voice assistant. (Jan. 7, 2025)

Nvidia raises bar at CES 2025. But stock slides. (Jan. 7, 2025)

Nvidia expands AI reach with automotive, robotics initiatives. (Jan. 6, 2025)

AMD reveals next-generation AI PC chips, gets Dell endorsement. (Jan. 6, 2025)

Deere tackles labor shortages with autonomous tractors. (Jan. 6, 2025)

President-elect Trump poses challenge to U.S. tech sales. (Jan. 6, 2025)

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

Week in review: Netflix, Spotify shares hit record highs

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

Super Micro stock in spotlight as delisting deadline nears. (Nov. 15, 2024)

Nvidia discloses stake in Applied Digital, keeps Arm, SoundHound stakes. (Nov. 15, 2024)

Netflix stock gets lift from strong content slate for rest of year. (Nov. 14, 2024)

SoundHound AI stock rebounds on price-target hike. (Nov. 14, 2024)

ASML stock rises as chip-gear maker offers reassuring long-term outlook. (Nov. 14, 2024)

Nvidia stock in focus as analysts boost price targets for AI chip giant. (Nov. 14, 2024)

Smart home devices could boost Apple stock, analyst says. (Nov. 13, 2024)

SoundHound stock in doghouse despite positive Q3 report. (Nov. 13, 2024)

Super Micro stock falls as server maker delays quarterly report. (Nov. 13, 2024)

Spotify stock soars as analysts crank up volume of bullish ratings. (Nov. 13, 2024)

Spotify stock jumps after third-quarter subscriber beat. (Nov. 12, 2024)

SoundHound AI enunciates Q3 beat-and-raise, but stock falls. (Nov. 12, 2024)

Life360 tops subscriber goal, but Q3 results are mixed. (Nov. 12, 2024)

Netflix stock surfs to record high on advertising business growth. (Nov. 12, 2024)

Dell’s AI server momentum strong as it aims to swipe Super Micro market share. (Nov. 11, 2024)

Taiwan chip giant curbs sales of advanced chips to China. (Nov. 11, 2024)

Nvidia stock called “must-own,” “once-in-a-lifetime opportunity.” (Nov. 11, 2024)

Evergreen stories:

Is AMD stock a buy as chipmaker gains market share from Intel? (Nov. 12, 2024)

Is Apple stock a buy after its September-quarter earnings report? (Nov. 12, 2024)

Is Netflix stock a buy after beat-and-raise earnings report? (Nov. 12, 2024)

Photo: Singer Olivia Rodrigo attends the premiere of her Netflix concert movie “Olivia Rodrigo: GUTS World Tour” on Oct. 25, 2024, in Los Angeles. (Netflix)

Week in review: Take-Two, AppLovin, Duolingo, AI chip stocks post Q3 results

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

Macom Technology Solutions joins AI data center chip parade. (Nov. 8, 2024)

SiTime surges 19%, latest chip stock to catch AI wave. (Nov. 7, 2024)

Take-Two stock spikes on quarterly beat, longer-term outlook. (Nov. 7, 2024)

Investors love-bomb AppLovin stock after big Q3 beat. (Nov. 7, 2024)

AppLovin stock soars as software firm crushes Q3 targets. (Nov. 6, 2024)

Arm delivers beat-and-raise report but keeps full-year outlook unchanged. (Nov. 6, 2024)

Qualcomm beats quarterly estimates, guides higher. Stock jumps. (Nov. 6, 2024)

Duolingo stock drops as earnings beat is lost in translation. (Nov. 6, 2024)

Video game firm Take-Two clears September-quarter hurdles, trips on outlook. (Nov. 6, 2024)

Analysts abandon Super Micro after negative quarterly update. (Nov. 6, 2024)

Artificial intelligence will be key focus area for President-elect Trump. (Nov. 6, 2024)

Super Micro stock tumbles anew as data center firm cuts sales outlook. (Nov. 5, 2024)

Astera Labs heads skyward after stellar Q3 earnings report. (Nov. 5, 2024)

AI stock Astera Labs jumps on beat-and-raise third-quarter report. (Nov. 4, 2024)

Will Super Micro stock get delisted? Dell stock gains amid uncertainty. (Nov. 4, 2024)

Evergreen stories:

Is Netflix stock a buy after beat-and-raise earnings report? (Nov. 4, 2024)

Is Apple stock a buy after September-quarter earnings? (Nov. 4, 2024)

Is AMD stock a buy after its Q3 earnings report? (Nov. 4, 2024)

Photo: Cover art for Take-Two video game “NBA 2K 25.” (Take-Two Interactive Software)

Week in review: Apple launches Apple Intelligence

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

Vertiv finds gold in AI data center plumbing. “This is a long-term trend,” says CEO. (Nov. 1, 2024)

Apple stock sinks on disappointing sales outlook. (Nov. 1, 2024)

Apple beats September-quarter targets on iPhone, services. (Oct. 31, 2024)

Intel posts larger-than-expected loss, but outlook is better than feared. (Oct. 31, 2024)

Netflix, IBD Stock of the Day, declared victor in streaming wars. (Oct. 31, 2024)

SharkNinja stock bloodied by soft holiday-quarter outlook. (Oct. 31, 2024)

Microsoft tops September-quarter targets, but misses with sales outlook. (Oct. 30, 2024)

Dell poised to gain market share amid Super Micro’s troubles. (Oct. 30, 2024)

Super Micro Computer stock plummets after accounting firm resigns. (Oct. 30, 2024)

Garmin smashes third-quarter views, guides higher. Stock breaks out. (Oct. 30, 2024)

Electronic Arts scores earnings beat from key sports titles. (Oct. 29, 2024)

AMD delivers mixed Q3 results, light guidance; Stock sinks. (Oct. 29, 2024)

Broadcom stock rises on deal to make AI chips for OpenAI. (Oct. 29, 2024)

AppLovin stock gets favorable comparison to Google. (Oct. 29, 2024)

Zebra Technologies charges past Q3 goals, sees AI opportunity. (Oct. 29, 2024)

Cadence Design Systems trounces Q3 estimates, raises profit outlook. (Oct. 28, 2024)

Apple Intelligence launches along with new iMac computers. (Oct. 28, 2024)

Taiwan Semiconductor stock falls on China trade breach. (Oct. 28, 2024)

Photo: Apple Intelligence on iPhone, iPad and Mac. (Apple)

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

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

Marvell Technology seeing strong AI chip demand. (Aug. 30, 2024)

AI computer sales fuel Dell’s better-than-expected Q2 results. (Aug. 30, 2024)

Arista Networks, IBD Stock of the Day, cashing in on AI spending wave. (Aug. 30, 2024)

Autodesk beats fiscal Q2 goals, ups full-year outlook. (Aug. 29, 2024)

AppLovin, IBD Stock of the Day, hits buy point following post-earnings surge. (Aug. 29, 2024)

Nvidia stock drops despite bullish analyst calls for AI chipmaker. (Aug. 29, 2024)

Best Buy tops second-quarter targets on strong tablet, computer sales. (Aug. 29, 2024)

Nvidia stock: “Smaller beat” a warning sign? (Live coverage) (Aug. 28, 2024)

Netflix, IBD Stock of the Day, flirts with buy zone as video streamer dominates. (Aug. 28, 2024)

SMCI stock plunges as Super Micro Computer delays 10-K filing. (Aug. 28, 2024)

Netflix stock returns to buy zone after price-target hike. (Aug. 27, 2024)

Apple stock rises on fall product launch event anticipation. (Aug. 27, 2024)

SMCI stock tumbles as short seller accuses Super Micro of accounting irregularities. (Aug. 27, 2024)

How Nvidia is building a moat to fend off AI challengers. (Aug. 27, 2024)

Spotify stock has several tailwinds, analyst says. (Aug. 26, 2024)

Apple likely to pivot to smart glasses from Vision Pro. (Aug. 26, 2024)

Photo: Nvidia vGPU (Nvidia)

Week in review: Dell earnings, Apple’s big AI reveal previewed

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

Apple’s big AI reveal: Will the game plan impress Wall Street? (May 31, 2024)

Music streamer Spotify seen cranking up profits this year. (May 31, 2024)

Dell stock plummets as earnings lag AI sales growth. (May 31, 2024)

Dell stock tumbles as computer maker’s earnings outlook disappoints. (May 30, 2024)

Chipmaker Marvell Technology posts mixed first-quarter results; Stock drops. (May 30, 2024)

Apple iPhone sales weak in China, U.S.: report. (May 30, 2024)

Dell stock notches record high on AI momentum. (May 29, 2024)

Arm looks to add AI to mobile devices with new framework. (May 29, 2024)

Nvidia stock spikes to record as AI chipmaker adds Elon Musk as customer. (May 28, 2024)

Netflix prospects bright thanks to plan changes, live content. (May 28, 2024)

Evergreen stories:

Is Apple stock a buy ahead of AI reveal at WWDC show? (May 28, 2024)

Is AMD stock a buy after chipmaker’s first-quarter earnings report? (May 28, 2024)

Is Microsoft stock a buy as software giant touts AI initiatives? (May 28, 2024)

Is Netflix stock a buy after video streamer’s Q1 report? (May 28, 2024)

Photo: Dell XPS notebook PC family introduced at CES 2024. (Dell)