Week in review: AI smart glasses seen as big new device category

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

AI smart glasses will be huge. But Meta faces a problem. (Oct. 8, 2026)

Streaming video price hikes test consumer spending limits. (Oct. 8, 2026)

Chip foundry TSMC beats September sales target. (Oct. 8, 2026)

Apple, IBD Stock of the Day, rises near buy points ahead of smart home launch. (Oct. 7, 2026)

Marvell Technology forecasts accelerating growth from AI data centers. (Oct. 7, 2026)

Penguin Solutions trumpets AI-driven beat-and-raise report. (Oct. 6, 2026)

AMD rallies on bullish takes for AI hardware sales. (Oct. 6, 2026)

IBD Stock of the Day TSMC breaks out on Terafab chatter. (Oct. 5, 2026)

Chip stocks pause after two-day pop. AMD stock gets price-target hikes. (Oct. 5, 2026)

Microsoft seen as 'adults in charge' of AI. Stock upgraded to buy. (Oct. 5, 2026)

Photo: Meta Glasses by Kylie Jenner (Meta Platforms)

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: 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: Smart glasses taking off, EA go-private deal, Micron earnings

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

Electronic Arts stock jumps on reported go-private deal. (Sept. 26, 2025)

AppLovin stock showered with affection on Wall Street. (Sept. 26, 2025)

Microsoft stock elevated to top pick at Morgan Stanley. (Sept. 26, 2025)

Intel stock rises as Trump steps up efforts to reshore chip manufacturing. (Sept. 26, 2025)

Will smart glasses replace smartphones? Meta, Apple, Google eye new battleground. (Sept. 25, 2025)

Marvell stock rallies after CEO gives reassuring outlook. (Sept. 25, 2025)

Nvidia stock wavers as AI chip stocks struggle. (Sept. 25, 2025)

Micron stock slides despite flurry of price-target hikes after report. (Sept. 24, 2025)

Micron trounces estimates thanks to AI data center growth. (Sept. 23, 2025)

Vertiv stock falls after Microsoft reveals "breakthrough" chip cooling tech. (Sept. 23, 2025)

Roblox, IBD Stock of the Day, is growing like a weed thanks to hit games. (Sept. 23, 2025)

Nvidia-OpenAI deal: Proof of AI boom or "circular vendor financing"? (Sept. 23, 2025)

Nvidia stock jumps on $100 billion OpenAI strategic partnership. (Sept. 22, 2025)

AppLovin's ad product growing fast, taking market share. (Sept. 22, 2025)

Apple iPhone 17 sales getting boost from plain old upgrade cycle. (Sept. 22, 2025)

Photo: Meta Ray-Ban Display smart glasses (Meta Platforms)

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: TSMC earnings, Spotify gets price-target hikes

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

Netflix stock looks for reset with earnings report. (Jan. 16, 2025)

Broadcom, IBD Stock of the Day, showing strength after breakout. (Jan. 16, 2025)

TSM stock jumps as chip foundry tops Q4 estimates on AI chip sales. (Jan. 16, 2025)

Spotify stock rocks higher as music streamer gets price-target hikes (Jan. 15, 2025)

Does the news media overanalyze Nvidia stock moves? (Jan. 15, 2025)

Spotify stock is sounding good to this analyst. Here’s why. (Jan. 14, 2025)

Apple stock drops amid soft iPhone sales, Zuckerberg diss. (Jan. 13, 2025)

Nvidia stock sinks as White House imposes new AI export rules. (Jan. 13, 2025)

Photo: Halsey performs at Spotify Now Playing event in Los Angeles on Nov. 13, 2024. (Spotify)

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: Micron earnings, Duolingo AI innovations

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

Nvidia has “two glaring holes” in its data center offering. (Sept. 27, 2024)

Tracking-chip maker Impinj near record high. (Sept. 27, 2024)

Meta’s Orion headset is no “Apple Vision Pro killer.” (Sept. 26, 2024)

InterDigital, IBD Stock of the Day, flirts with buy point after analyst day. (Sept. 26, 2024)

Microsoft Azure sales estimate lowered as Copilots slow to take off. (Sept. 26, 2024)

Micron stock jumps as memory-chip giant posts beat-and-raise report. (Sept. 25, 2024)

Netflix stock in buy zone, gets price-target hike. (Sept. 25, 2024)

Nvidia, IBD Stock of the Day, is actionable as AI chipmaker preps Blackwell. (Sept. 25, 2024)

AI investments not slowing down, Nvidia stock analyst says. (Sept. 24, 2024)

Spotify stock rises as streaming music rival exits business. (Sept. 24, 2024)

Taiwan Semiconductor, IBD Stock of the Day, basks in AI glow. (Sept. 24, 2024)

Duolingo adds AI innovations to language learning app. (Sept. 24, 2024)

Apple iPhone 16 early demand deemed healthy. (Sept. 23, 2024)

Microsoft’s AI lead has shrunk, analyst says. (Sept. 23, 2024)

Qualcomm takeover of Intel called “unlikely,” “pipe dream.” (Sept. 23, 2024)

Photo: Micron DDR5 DRAM memory module. (Micron Technology)

Week in review: Spotify, Roku, Microsoft, Intel earnings; AI stocks rally

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

Microsoft, Google reports lift Nvidia, Super Micro, other AI hardware makers. (April 26, 2024)

Chip gear vendor KLA tops March-quarter views as business stabilizes. (April 26, 2024)

Microsoft cloud strength drives March-quarter sales, earnings beat. (April 25, 2024)

Streaming video platform Roku tops views with Q1 results, guidance. (April 25, 2024)

Intel stock drops as chipmaker guides below views for Q2. (April 25, 2024)

Nvidia, Arista, Dell, Super Micro rise on Meta’s AI capex plan. (April 25, 2024)

Impinj stock soars as tracking-chip maker delivers beat-and-raise report. (April 24, 2024)

Chip gear maker Lam Research returns to earnings growth, ups outlook. (April 24, 2024)

Chipmaker Texas Instruments beats Q1 goals, gives reassuring outlook. (April 23, 2024)

Adobe brings more generative AI tools to Photoshop. (April 23, 2024)

Streaming music leader Spotify tops earnings target in first quarter. (April 23, 2024)

Cadence Design Systems stock drops on weak Q2 guidance. (April 22, 2024)

AI stocks rebound after Friday’s brutal sell-off. (April 22, 2024)

Evergreen stories:

Is Netflix stock a buy after video streamer’s first-quarter report? (April 22, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (April 22, 2024)

Is AMD stock a buy before chipmaker’s first-quarter earnings report? (April 22, 2024)

Is Apple stock a buy amid myriad challenges? (April 22, 2024)

Photo: Spotify sponsored a library-themed art installation at The Grove in Los Angeles April 16-18, 2024, to promote the new album from Taylor Swift, “The Tortured Poets Department.” (Spotify)

Week in review: Nvidia, Marvell, Intuit, Autodesk, NetEase, Analog Devices earnings

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

Amazon, Google, Meta prep artificial intelligence announcements. (Aug. 25, 2023)

Chipmaker Marvell Technology narrowly beats estimates; Shares fall. (Aug. 24, 2023)

TurboTax maker Intuit tops quarterly targets but gives mixed outlook. (Aug. 24, 2023)

Will Apple’s iPhone 15 revitalize listless smartphone sales? (Aug. 24, 2023)

Chinese video game publisher NetEase tops earnings target but sales lag. (Aug. 24, 2023)

Design software firm Autodesk beats quarterly goals, guides higher. (Aug. 23, 2023)

Chipmaker Analog Devices misses targets as inventories remain high. (Aug. 23, 2023)

AI chip leader Nvidia does it again, delivers big beat-and-raise report. (Aug. 23, 2023)

“Godfather of AI” to offer quarterly results; Can investors refuse? (Aug. 21, 2023)

Photo: Nvidia graphic showing AI applications (Nvidia)

Week in review: Intel, Logitech, Meta, Microsoft, Roku, Spotify, TI earnings

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

Apple stock defies weak sales, anemic earnings to surge 50% in 2023. (July 28, 2023)

Streaming video platform Roku crushes estimates for sales, new users. (July 27, 2023)

Chipmaker Intel beats second-quarter targets, posts surprise profit. (July 27, 2023)

Lam Research earnings beat pushes semiconductor equipment stocks higher. (July 27, 2023)

Mobileye drives past second-quarter targets, raises earnings outlook. (July 27, 2023)

Contract manufacturer Flex clears June-quarter hurdles, but stumbles with outlook. (July 26, 2023)

Facebook parent Meta breaks quarterly losing streak, shares surge. (July 26, 2023)

Pharma giant GSK beats second-quarter goals on growth in vaccines, general medicines. (July 26, 2023)

Microsoft stock falls on light sales outlook, AI investments. (July 25, 2023)

Texas Instruments tops views on robust automotive chip sales. (July 25, 2023)

Spotify Technology beats subscriber target but losses mount. (July 25, 2023)

Logitech tops June-quarter targets but gives soft sales forecast. (July 25, 2023)

NXP Semiconductors beats second-quarter goals on strong auto chip sales. (July 24, 2023)

Cadence Design Systems squeaks past views, sees AI as business driver. (July 24, 2023)

Photo: Roku home screen on TV with Roku Streambar (Roku)

Week in review: Facebook parent Meta launches Twitter rival Threads

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

Generative AI is driving “the next supercycle of cloud computing.” (July 7, 2023)

Alibaba stock rises as China concludes probe of affiliate Ant Group. (July 7, 2023)

Adobe, IBD Stock of the Day, looks to monetize generative AI. (July 6, 2023)

Is Meta’s Threads app a “Twitter killer”? Social media users debate new service. (July 6, 2023)

Google, IBD Stock of the Day, fends off Microsoft’s AI-powered Bing. (July 5, 2023)

Meta stock rises as Facebook parent prepares to launch Twitter rival. (July 5, 2023)

Photo: Threads app on smartphone. (Meta Platforms)

Week in review: EU crackdown on Big Tech coming

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

Europe steps up Big Tech crackdown with Digital Markets Act. (June 24, 2022)

Apple likely planning January reveal for mixed-reality headset. (June 24, 2022)

Chip cycle downturn nearing as growth slows, analyst says. (June 23, 2022)

Video game stocks could be “recession winners,” analyst says. (June 22, 2022)

Apple services growth potential underestimated, analyst says. (June 22, 2022)

Facebook, Microsoft, Nvidia unite to create metaverse standards. (June 21, 2022)

Photo: Apple CEO Tim Cook at Apple WWDC event in June. (Apple)

Week in review: Netflix crashes on Q1 report; Virtual reality market remains small

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

Facebook parent stands tall in small market for virtual reality. (April 22, 2022)

Intuitive Surgical beats first-quarter goals as elective procedures rebound. (April 21, 2022)

As Netflix starts to ebb, streaming TV with ads begins to flow. (April 21, 2022)

Chip gear leader ASML tops first-quarter sales target but guides low. (April 20, 2022)

Netflix pauses for commercial break, plans ad-supported tier. (April 20, 2022)

Netflix stock crashes as video streamer sheds subscribers. (April 19, 2022)

China lockdowns, factory closures seen hurting Apple. (April 19, 2022)

Chinese smartphone woes could pressure semiconductor stocks. (April 18, 2022)

Evergreen stories:

Is Netflix stock a buy before video streamer’s Q1 earnings report? (April 18, 2022)

Photo: Meta Quest 2 headset in use (Meta Platforms)