Saturday, January 20, 2024
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)
Saturday, January 13, 2024
Week in review: CES 2024 news, Apple year-ahead outlook
The following is a roundup of my stories from Investors.com.
Garmin targeting niche markets in smartwatches for women, kids. (Jan. 12, 2024)
Dolby cranks up volume of licensing deals in autos, TVs, PCs. (Jan. 12, 2024)
Qualcomm in catbird seat for edge AI shift, CEO says. (Jan. 11, 2024)
Smart TV platform battle rages at CES 2024. Amazon, Roku make waves. (Jan. 11, 2024)
Apple in 2024: AI, selling Vision Pro are key challenges. (Jan. 11, 2024)
Automotive chipmakers squeezed by “accordion effect.” (Jan. 10, 2024)
L’Oreal adds glamour to CES 2024 with beauty tech gadgets. (Jan. 9, 2024)
Dell, HP join Intel push for AI PCs. Microsoft Copilot called “marquee” feature. (Jan. 9, 2024)
Nvidia steps up generative AI game with new chips. (Jan. 8, 2024)
AMD rounds out AI PC chip lineup with new desktop processors. (Jan. 8, 2024)
Consumers set to upgrade pandemic-era tech purchases. (Jan. 8, 2024)
Photo: CES 2024 at Venetian Expo in Las Vegas. (Consumer Technology Association)
Saturday, January 6, 2024
Week in review: CES 2024 preview; year-ahead outlooks for Microsoft, PC sales
The following is a roundup of my stories from Investors.com.
Microsoft stock has these major catalysts ahead in 2024. (Jan. 5, 2024)
Does Nvidia stock still have gas in the tank after its massive rally? (Jan. 4, 2024)
Mobileye stock crashes on weak year-ahead outlook. (Jan. 4, 2024)
Apple stock gets another downgrade. Why analysts are souring on iPhone maker. (Jan. 4, 2024)
Vertex, IBD Stock of the Day, called “underappreciated winner” for 2024. (Jan. 3, 2024)
“AI is the story of the show”: What to expect from CES 2024. (Jan. 3, 2024)
PC, smartphone rebound to drive chip sales in 2024. (Jan. 3, 2024)
AI PCs could spur upgrade cycle in 2024. (Jan. 2, 2024)
Analyst hits sell button on Apple stock as 2024 begins. Here’s why. (Jan. 2, 2024)
Evergreen stories:
Is Netflix stock a buy ahead of video streamer’s fourth-quarter report? (Jan. 3, 2024)
Is AMD stock a buy after chipmaker’s AI product launch? (Jan. 3, 2024)
Is Microsoft stock a buy as software giant touts artificial intelligence? (Jan. 3, 2024)
Is Apple stock a buy ahead of December-quarter earnings? (Jan. 3, 2024)
Photo: CES 2023 (CES)
Saturday, December 30, 2023
Week in review: Microsoft Copilots, Alarm.com settlement, ‘GTA 6’ excitement
The following is a roundup of my stories from Investors.com.
Nvidia stock approaches buy point as it caps amazing year. (Dec. 29, 2023)
Smart home stock Alarm.com rises after scoring legal settlement. (Dec. 29, 2023)
Microsoft’s AI-powered Copilots called “game changing.” (Dec. 28, 2023)
Music streamer Spotify tunes possible stock buy point. (Dec. 27, 2023)
AppLovin, IBD Stock of the Day, looking to set new buy point. (Dec. 26, 2023)
Fabless chipmakers Arm, Monolithic get price-target hikes. (Dec. 26, 2023)
Intel stock rises on plans for chip factory expansion in Israel. (Dec. 26, 2023)
Evergreen stories:
Is Netflix stock a buy ahead of video streamer’s fourth-quarter report? (Dec. 27, 2023)
Is AMD stock a buy after chipmaker’s AI product launch? (Dec. 27, 2023)
Is Microsoft stock a buy as software giant touts artificial intelligence? (Dec. 27, 2023)
Is Apple stock a buy as 2023 draws to a close? (Dec. 27, 2023)
Photo: Microsoft 365 Copilot (Microsoft)
Saturday, December 23, 2023
Week in review: Adobe cancels Figma deal, Ansys in play, Micron earnings
The following is a roundup of my stories from Investors.com.
Ansys stock jumps on takeover interest in simulation software firm. (Dec. 22, 2023)
Netflix poised for strong fourth-quarter report: analyst. (Dec. 21, 2023)
Micron stock pops as memory-chip maker rides AI wave. (Dec. 21, 2023)
Memory-chip maker Micron delivers beat-and-raise report as market improves. (Dec. 20, 2023)
Microsoft stock called “top large cap pick for 2024.” (Dec. 19, 2023)
Data center specialist Supermicro sees stock surge higher. (Dec. 18, 2023)
Adobe cancels Figma acquisition amid regulatory objections. (Dec. 18, 2023)
Photo: Ansys offices in Taipei, Taiwan. (Ansys)
Saturday, December 16, 2023
Week in review: China chip trade sanctions, streaming video outlook, Adobe earnings
The following is a roundup of my stories from Investors.com.
Semiconductor stocks led by AMD, Intel, Nvidia get boost from Wall Street analyst. (Dec. 15, 2023)
IBD Stock of the Day: Monday.com hits buy point after consolidation. (Dec. 14, 2023)
Intel unleashes new AI chips for data centers, PCs. (Dec. 14, 2023)
Arm gives chipmakers a leg up in semiconductor design. (Dec. 14, 2023)
Adobe stock falls as media software firm gives weak sales outlook. (Dec. 13, 2023)
China chip-gear buying could hit the brakes in 2024. (Dec. 13, 2023)
Microsoft stock rises on positive analyst reports. (Dec. 13, 2023)
IBD Stock of the Day: Applied Materials jumps back into buy zone. (Dec. 11, 2023)
Micron stock gets big price-target hike ahead of earnings report. (Dec. 11, 2023)
Judgment day is coming for streaming services not named Netflix or Amazon. (Dec. 8, 2023)
Why U.S. chip sanctions against China aren’t working. (Dec. 7, 2023)
Photo: Adobe Firefly generative AI image. (Adobe)
Saturday, December 2, 2023
Week in review: Dell, Intuit, Marvell, Synopsys earnings; Nvidia’s AI lead
The following is a roundup of my stories from Investors.com.
Nvidia is walking tall now. But rivals could trip up the AI chip giant. (Nov. 30, 2023)
Computer maker Dell tops earnings goal but misses sales target. (Nov. 30, 2023)
Chipmaker Marvell Technology tops Q3 views, guides analysts lower. (Nov. 30, 2023)
Broadcom introduces data switch with on-chip neural network. (Nov. 30, 2023)
Synopsys stock climbs to record heights after earnings beat. (Nov. 29, 2023)
Chip gear maker Lam Research toys with buy point. (Nov. 29, 2023)
Apple stock’s post-earnings rally stalls amid soft iPhone sales data. (Nov. 29, 2023)
TurboTax maker Intuit tops quarterly estimates but misses with outlook. (Nov. 28, 2023)
Micron raises outlook on improved memory-chip demand. (Nov. 28, 2023)
Photo: Dell Technologies World 2022 Expo (Dell)




