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: 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: 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: AMD, AppLovin, Arm, CDW, EA, SharkNinja, SoundHound earnings

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

Humanoid robots could ease labor shortages, maybe even care for seniors. (May 8, 2025)

SoundHound AI garbles first-quarter report. Stock drops. (May 8, 2025)

Nvidia stock wobbles on uncertainty over Trump AI chip policy. (May 8, 2025)

SharkNinja cooks up tasty first-quarter earnings report. Stock jumps. (May 8, 2025)

AppLovin trounces Q1 targets on strong ad revenue growth. (May 7, 2025)

Arm stock falls after chip designer gives weak guidance. (May 7, 2025)

Tech reseller CDW tops Q1 targets on strong PC sales. (May 7, 2025)

Electronic Arts crushes quarterly targets. EA stock jumps late. (May 6, 2025)

AMD delivers beat-and-raise Q1 report. Stock wavers. (May 6, 2025)

Super Micro Computer stock falls on weak outlook. (May 6, 2025)

Take-Two stock jacked up on second “GTA 6” game trailer. (May 6, 2025)

Trump tariff threat ends Netflix’s 11-day winning streak. (May 5, 2025)

Commvault, IBD Stock of the Day, locks up solid gains after earnings report. (May 5, 2025)

Photo: SharkNinja product Ninja Swirl by Creami frozen dessert maker (SharkNinja)

Week in review: Nvidia GTC, Adobe Summit, Micron earnings

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

Nvidia stock fails to score at “Super Bowl of AI.” (March 21, 2025)

Adobe AI strategy focused on long term, not “quick-hit financial pop,” says CFO. (March 21, 2025)

ACM Research is cleaning up in the chip industry. (March 21, 2025)

Micron beats estimates on strong data-center spending. (March 20, 2025)

Nvidia CEO tries to make peace with quantum execs. (March 20, 2025)

Nvidia rises as tech giant details massive AI opportunity ahead. (March 19, 2025)

Nvidia down 3%. CEO touts new AI chips, software, robots. (Live coverage) (March 18, 2025)

Adobe launches AI agents for its marketing platform. (March 18, 2025)

Nvidia stock falls ahead of GTC. Here’s why. (March 17, 2025)

Netflix stock gains new bull with profits poised to rise. (March 17, 2025)

Photo: Nvidia CEO Jensen Huang speaks at GTC on March 18, 2025. (Nvidia)

Week in review: Robotics era coming; AI chipmaker earnings

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

Why the Netflix stock drop is worrisome for the market. (March 7, 2025)

Broadcom rallies as chipmaker shows AI demand remains healthy. (March 7, 2025)

Broadcom stock rises as AI chipmaker beats Q1 targets, guides up. (March 6, 2025)

Marvell misses Q1 sales “whisper number.” AI chipmaker’s stock drops. (March 6, 2025)

Marvell stock falls as chipmaker delivers only slight beat-and-raise Q4 report. (March 5, 2025)

AI stocks continue retreat. Credo stock latest to fall. (March 5, 2025)

Nvidia’s CEO said the “robotics era” is coming. This company looks to lead it. (March 5, 2025)

SoundHound stock sinks on late-filing notice. (March 4, 2025)

Best Buy beats Q4 views but gives mixed forecast. Tariffs weigh on outlook. (March 4, 2025)

U.S. chipmaking industry in focus with TSMC, Intel news. (March 3, 2025)

AI chip design work boosting Synopsys sales, but stock lagging. (March 3, 2025)

Photo: Richtech Robotics robot Adam at One Kitchen in a Walmart in Rockford, Illinois. (Richtech Robotics)

Week in review: Microsoft introduces quantum computing chip

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

AppLovin stock drops as bulls, bears debate its valuation. (Feb. 21, 2025)

Nvidia stock pauses despite debut of Blackwell. What the king of AI chips needs now. (Feb. 20, 2025)

NetEase stock drops after video game firm posts weak sales. (Feb. 20, 2025)

Microsoft reveals its first quantum computing chip. (Feb. 19, 2025)

Apple introduces new low-cost iPhone to boost sales. (Feb. 19, 2025)

No need to tip pizza delivery driver with this tech. (Feb. 19, 2025)

Analog Devices tops estimates, sees cyclical recovery. (Feb. 19, 2025)

Garmin crushes Q4 estimates, raises targets for 2025. (Feb. 19, 2025)

Cadence Design Systems stock sinks on soft 2025 guidance. (Feb. 18, 2025)

Intel breakup mulled as vultures circle struggling chipmaker. (Feb. 18, 2025)

Evergreen stories:

Is AMD stock a buy after chipmaker hits year-plus low? (Feb. 21, 2025)

Is Apple stock a buy after iPhone 16e debut? (Feb. 20, 2025)

Is Netflix stock a buy as video streamer considers more NFL games? (Feb. 20, 2025)

Photo: Microsoft Majorana 1 quantum computing chip. (Microsoft)

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: Automate 2024 conference; Arm, EA, Roblox, SharkNinja, SoundHound earnings

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

SharkNinja chief bullish on expansion into outdoor products. (May 10, 2024)

IBD Stock of the Day, Taiwan Semiconductor, jumps on April sales report, lifts fabless chipmakers. (May 10, 2024)

AI chip stocks hit wall of inflated expectations. (May 10, 2024)

Nvidia favorite SoundHound AI delivers beat-and-raise report. (May 9, 2024)

Roblox stock plunges on firm’s weak outlook. Investors say “game over.” (May 9, 2024)

SharkNinja beats first-quarter goals with strong kitchen device sales. (May 9, 2024)

Arm stock falls as chip designer misses with full-year sales outlook. (May 8, 2024)

AppLovin stock jumps on Q1 beat as advertising market improves. (May 8, 2024)

Industrial robots getting AI smarts to spur next growth phase. (May 8, 2024)

Investors knock out EA stock after game publisher’s March-quarter miss. (May 7, 2024)

Hot IPO stock Astera Labs beats Q1 targets on AI infrastructure spending. (May 7, 2024)

Apple touts AI capabilities of new iPad Pro tablets with cutting-edge chip. (May 7, 2024)

Chipmaker GlobalFoundries tops Q1 views, offers reassuring outlook. (May 7, 2024)

Bonus coverage of Automate 2024 conference on X:

Automate conference in Chicago kicks off with great talk by “Moneyball” legend and former Oakland Athletics exec Billy Beane on baseball and data-based decision making. (May 6, 2024)

View from the show floor at Automate Show. (May 6, 2024)

Photo: A Yaskawa robot moves assorted packages onto a conveyor belt at Automate 2024. (Patrick Seitz)

Week in review: Nvidia validates humanoid robots

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

Apple stock rises on AI Mac news. Shares look to retake key level. (April 12, 2024)

Netflix stock treading water ahead of Q1 earnings report. (April 12, 2024)

Chipmaker Marvell touts new AI business but market shrugs. (April 11, 2024)

Microsoft, IBD Stock of the Day, holds tight in uncertain market. (April 11, 2024)

Apple’s AI iPhone could see 5G-like upgrade cycle. (April 11, 2024)

How AI powerhouse Nvidia validates humanoid robots with new initiative. (April 11, 2024)

Nvidia, IBD Stock of the Day, shakes off AI chip competition. (April 10, 2024)

AI chip boom drives Q1 sales beat for Taiwan Semiconductor Manufacturing. (April 10, 2024)

This semiconductor stock called underappreciated play on U.S. chip reshoring. (April 9, 2024)

Arm stock wavers as Google introduces Arm-based data center processor. (April 9, 2024)

AppLovin stock rises after positive showing at mobile apps event. (April 8, 2024)

Semiconductor stocks Arm, Micron, TSMC advance on positive news. (April 8, 2024)

Evergreen stories:

Is Netflix stock a buy before video streamer’s first-quarter report? (April 8, 2024)

Is Microsoft stock a buy as software giant touts artificial intelligence? (April 8, 2024)

Is AMD stock a buy before chipmaker’s first-quarter earnings report? (April 8, 2024)

Is Apple stock a buy amid myriad challenges? (April 8, 2024)

Photo: Nvidia CEO Jensen Huang flanked by humanoid robots in development. (Nvidia)

Week in review: Apple antitrust case, Nvidia AI news, Micron earnings

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

Analysts downplay DOJ suit impact on Apple: “A Distraction.” (March 22, 2024)

Next big buyers of Nvidia AI systems: sovereign nations. (March 22, 2024)

High hopes for Synopsys stock as AI spotlights chip design. (March 22, 2024)

Broadcom stock rallies after tech firm gains new AI chip customer. (March 21, 2024)

Microsoft unveils AI PCs, touts Copilot AI services at “New Era of Work” Event. (March 21, 2024)

Apple stock drops as Justice Department sues iPhone maker. (March 21, 2024)

Micron stock hits record high, sparks chips rally as analyst cites “AI semi FOMO trade.” (March 21, 2024)

Micron smashes estimates, posts surprise profit on AI lift. (March 20, 2024)

Nvidia pricing new AI chips aggressively to maintain market share. (March 20, 2024)

Nvidia adds AI smarts to Teradyne industrial robots. (March 19, 2024)

Apple’s AI focus could crimp profit margins, analyst says. (March 19, 2024)

Super Micro Computer shares dive on planned stock sale. (March 19, 2024)

Nvidia is a step or two ahead of AI chip rivals: analyst. (March 19, 2024)

Nvidia flexes AI leadership with new chips, supercomputer, “microservices.” (March 18, 2024)

Photo: Apps on iPhone 14. (Apple)

Week in review: TSMC earnings, Samsung AI smartphone launch

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

Powerfoyle becoming “Intel Inside” for light-powered gadgets. (Jan. 19, 2024)

Robot barista looks to fill labor shortage. Say hello to Adam. (Jan. 19, 2024)

IRobot stock plummets as EU moves to block takeover by Amazon. (Jan. 19, 2024)

AI computer maker Supermicro hikes outlook, stock soars. (Jan. 18, 2024)

Apple stock gains a new bull on AI, Vision Pro prospects. (Jan. 18, 2024)

Taiwan Semiconductor forecasts return to sales growth in first quarter. (Jan. 18, 2024)

Apple isn’t the only player in spatial computing. Rivals populated CES 2024. (Jan. 17, 2024)

Netflix stock gets price-target hikes as outlook brightens. (Jan. 17, 2024)

Samsung unveils AI-enabled smartphones as Apple gears up for Vision Pro launch. (Jan. 17, 2024)

AMD, Nvidia shares rise on bullish Wall Street reports. (Jan. 16, 2024)

Synopsys purchase of Ansys creates silicon-to-systems design leader. (Jan. 16, 2024)

Microsoft stock gains on AI news. Apple stock slips on iPhone sales woes. (Jan. 16, 2024)

Evergreen stories:

Is Microsoft stock a buy as software giant touts artificial intelligence? (Jan. 17, 2024)

Is Apple stock a buy ahead of December-quarter earnings? (Jan. 17, 2024)

Is AMD stock a buy after chipmaker’s AI product launch? (Jan. 17, 2024)

Photo: TSMC sign at factory. (TSMC)

Week in review: Aehr Test Systems earnings, Intel’s planned spinoff

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

Aehr Test Systems beats quarterly goals but sticks with full-year outlook. (Oct. 5, 2023)

Fabrinet stock surges to record high as contract manufacturer gets bullish call. (Oct. 5, 2023)

Intel’s planned spinoff is a sign the chipmaker needs cash. (Oct. 4, 2023)

Apple stock downgraded on slowing iPhone sales, lack of catalysts. (Oct. 4, 2023)

Industrial automation stocks to get lift from factory reshoring. (Oct. 3, 2023)

Palo Alto Networks hovers below buy point after upbeat earnings report. (Oct. 3, 2023)

Apple iPhone 15 Pro lead times shorten as supply catches up with demand. (Oct. 2, 2023)

Chipmaker Nvidia called principal “shovel supplier” in AI “gold rush.” (Oct. 2, 2023)

Photo: Intel’s Robert Noyce Building in Santa Clara, Calif. (Intel)

Week in review: Microsoft embraces artificial intelligence technology

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

Nvidia stock still has room to run, thanks to AI spending, analyst says. (March 17, 2023)

Microsoft stock breaks out after software giant adds AI to Office apps. (March 17, 2023)

In the need for speed, chipmaker Broadcom leads the push for silicon photonics. (March 16, 2023)

The worst is over for PC, smartphone chip stocks, analyst says. (March 16, 2023)

Contract manufacturer Jabil delivers beat-and-raise quarterly report. (March 16, 2023)

Semiconductor stocks climb yet inventories bedevil chip industry; A reality check may be coming. (March 15, 2023)

Adobe stock rises after creative software firm beats quarterly targets. (March 15, 2023)

Chipmaker Allegro MicroSystems earns high marks at analyst day. (March 15, 2023)

Microsoft improves position in artificial intelligence with GPT-4. (March 15, 2023)

Grocery store chain Kroger joins autonomous-truck convoy. (March 15, 2023)

Tracking-chip maker Impinj sees improved outlook with better wafer supply. (March 14, 2023)

Evergreen stories:

Is AMD stock a buy before chipmaker’s March-quarter report? (March 16, 2023)

Photo: Microsoft 365 Copilot (Microsoft)

Week in review: Best Buy, Broadcom, Dell, HP, Marvell, Opera, SciPlay earnings

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

Apple stock has 5 underappreciated catalysts in the year ahead, analyst says. (March 3, 2023)

Chipmakers Broadcom, Marvell diverge with quarterly reports. (March 2, 2023)

Dell trounces estimates on solid infrastructure hardware sales. (March 2, 2023)

Tesla comments tank silicon carbide chipmakers Onsemi, STMicro, Wolfspeed. (March 2, 2023)

Best Buy beats fourth-quarter targets but consumer spending still weak. (March 2, 2023)

Casino games publisher SciPlay comes up aces with fourth-quarter report. (March 1, 2023)

Autonomous trucks are barreling ahead, but robot big rigs face a bumpy road. (March 1, 2023)

Applied Materials encroaches on ASML business with new chip gear. (March 1, 2023)

Chipmaker Ambarella tumbles on weak outlook for current quarter. (Feb. 28, 2023)

PC maker HP tops earnings target, gives upbeat profit outlook. (Feb. 28, 2023)

Web browser maker Opera belts out strong fourth-quarter report. (Feb. 27, 2023)

Photo: Best Buy associate with customer. (Best Buy)

Week in review: Warehouse automation, chip sector news

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

Taiwan Semiconductor dodges chip sector weakness; AMD drops on sales miss. (Oct. 7, 2022)

Aehr Test Systems crushes quarterly targets, keeps full-year growth outlook. (Oct. 6, 2022)

Labor shortage spurs drive to automate warehouses. (Oct. 6, 2022)

Onsemi, IBD Stock of the Day, earns “blue dot” on MarketSmith chart. (Oct. 5, 2022)

Is Wall Street overestimating Netflix’s ad business opportunity? (Oct. 4, 2022)

Photo: An automated guided vehicle from Linde Material Handling, a unit of the Kion Group. (Kion Group AG)

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)

Week in review: Metaverse story drives Roblox stock

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

Roblox stock continues meteoric rise on metaverse story. (Nov. 19, 2021)

Intuit stock jumps as financial software firm crushes earnings targets. (Nov. 18, 2021)

Chip gear firm Applied Materials blames supply chain issues for sales miss. (Nov. 18, 2021)

Chipmaker Nvidia beats third-quarter goals on strong data-center sales. (Nov. 17, 2021)

Speaker maker Sonos delivers in-line sales, guides higher. (Nov. 17, 2021)

Apple, IBD Stock of the Day, breaks out amid holiday sales buzz. (Nov. 17, 2021)

Chipmaker Qualcomm charts path from smartphones, Apple. (Nov. 16, 2021)

Augmented reality won’t take off until Apple enters market, says Morgan Stanley. (Nov. 15, 2021)

Industrial automation stocks perk up amid record robot sales. (Nov. 15, 2021)

Evergreen stories:

Is Micron stock a buy amid strong memory-chip sales? (Nov. 14, 2021)

Is Intel stock a buy after chipmaker’s third-quarter earnings report? (Nov. 14, 2021)

Is Roku stock a buy after streaming platform’s Q3 report? (Nov. 13, 2021)

Is Netflix stock a buy after video streamer’s Q3 earnings report? (Nov. 13, 2021)

Photo: Nike created a virtual playground on Roblox called Nikeland. (Nike)