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: 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: 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: Fox-Roku deal reconsidered; winners in industrial automation

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

'Grand Theft Auto 6' video game sales off to strong start. (July 2, 2026)

Nvidia partners with 'neoclouds' Sharon AI, Firmus Technologies. (July 2, 2026)

Cognex, IBD Stock of the Day, called play on industrial automation trend. (July 2, 2026)

These 2 stocks called best way to play industrial automation trend: Zebra, Cognex. (July 1, 2026)

Advanced Energy stock near buy point as chip gear firm upgraded. (July 1, 2026)

Fox stock upgraded as Roku acquisition reconsidered. (July 1, 2026)

Ambarella stock rockets as AI chipmaker scores 'top pick' rating. (June 30, 2026)

Lam Research stock, chip gear peers hit record highs. (June 30, 2026)

Sandisk stock gets sky-high price target amid chip stock rally. (June 30, 2026)

Allegro MicroSystems spikes to all-time high on 'best idea' rating. (June 29, 2026)

Applied Materials stock hits record high after price-target hikes. (June 29, 2026)

Micron wobbles. Are memory-chip makers illegally price-gouging customers? (June 29, 2026)

Why Apple wants to use banned Chinese memory chips. (June 29, 2026)

Photo: Roku home screen on television. (Roku)

Week in review: Nvidia enters PC market

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

Apple set to introduce AI-powered Siri digital assistant at WWDC. (June 5, 2026)

Memory-chip stocks Micron, Sandisk get their wings clipped. (June 5, 2026)

Nvidia stock falls on concerns of backdoor AI chip sales to China. (June 5, 2026)

TSMC forecasts sustained AI chip demand. (June 4, 2026)

Broadcom stock dives as AI chip sales outlook disappoints. (June 4, 2026)

Broadcom stock slides despite AI-fueled beat-and-raise report. (June 3, 2026)

Nvidia shakes up PC market with its surprise entry. (June 3, 2026)

Marvell, AMD rally, lead chip stocks to record high. (June 3, 2026)

Serve Robotics expands into laundry delivery. (June 2, 2026)

Marvell stock soars on Nvidia endorsement, Computex news. (June 2, 2026)

Credo Technology beats quarterly targets but gross margins dip. (June 1, 2026)

Arm stock jumps as chip designer joins Nvidia PC effort. (June 1, 2026)

Nvidia brings AI processing to the desktop with new PC chip. (June 1, 2026)

Photo: Nvidia CEO Jensen Huang holds two RTX Spark laptops at Computex in Taiwan on June 1, 2026. (Nvidia)

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: AMD, Arm, GlobalFoundries, SharkNinja, Sphere earnings

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

Why memory-chip stocks Micron and Sandisk are top of mind for investors. (May 8, 2026)

Apple, IBD Stock of the Day, looks ripe for the picking. Here's why. (May 8, 2026)

Microchip Technology stock jumps on quarterly beat, rosy outlook. (May 7, 2026)

Apple stock notches record high ahead of WWDC news. (May 7, 2026)

Macom Technology Solutions delivers strong fiscal Q2 results, outlook. (May 7, 2026)

Allegro MicroSystems stock falls despite beat-and-raise earnings report. (May 7, 2026)

Kulicke And Soffa Industries trounces estimates. Stock hits record high. (May 7, 2026)

SiTime stock launches on AI data center, LEO satellite opportunities. (May 7, 2026)

Timing-chip maker SiTime delivers Q1 beat-and-raise report. Stock surges. (May 6, 2026)

Chip designer Arm tops estimates with March-quarter results, outlook. (May 6, 2026)

SharkNinja brews Q1 beat on hot expresso machine sales. But stock retreats. (May 6, 2026)

AMD proves skeptics wrong. Stock soars on bullish report. (May 6, 2026)

AMD stock jumps as AI data center sales drive Q1 beat. (May 5, 2026)

Astera Labs delivers hefty beat-and-raise first-quarter report. (May 5, 2026)

Lam Research, IBD Stock of the Day, clears buy point on chip-gear investments. (May 5, 2026)

Sphere Entertainment posts showstopping Q1 performance. (May 5, 2026)

GlobalFoundries stock jumps on Q1 earnings beat, solid outlook. (May 5, 2026)

Lattice Semiconductor posts beat-and-raise Q1, makes acquisition. (May 4, 2026)

Advanced Energy Industries tops views, but stock tumbles late. (May 4, 2026)

ON Semiconductor clears Q1 hurdles, but stock drops. (May 4, 2026)

Photo: The Las Vegas Sphere. (Sphere)

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: 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: 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: 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)