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CHIP FOUNDRY TSMC TOPS ESTIMATES FOR SEPTEMBER SALES

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✍️ Taiwan Semiconductor Manufacturing (TSM) reported strong sales in September, exceeding estimates, but its stock fell 1.5% after the report.

👉 TSMC reported strong sales in September, exceeding estimates 👉 TSMC generated revenue of $10.9 billion in September 👉 TSMC is expected to report its third-quarter results on October 16 👉 TSMC is a major chipmaker for companies like Nvidia, AMD, Apple, and Broadcom 👉 TSMC has seen strong demand for its AI chips

-- #MattBryson #PatrickSeitz #Taiwan #UnitedStates #technology

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Matt Bryson Patrick Seitz Taiwan United States technology mainstream:perspective

10/11/2025

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APPLIED DIGITAL IS THE LATEST AI INFRASTRUCTURE STOCK TO CATCH FIRE

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✍️ Applied Digital's stock surged 31% after reporting a significant revenue increase in its latest quarter, beating analyst estimates.

👉 Revenue jumped 84% year-over-year to $64.2 million 👉 Beat analyst estimates of $50 million 👉 Adjusted loss of 3 cents a share, in line with a year earlier 👉 Stock jumped 31% in morning trades 👉 Analysts raised their price targets

-- #WesCummins #DarrenAftahi #MikeGrondahl #PatrickSeitz #Dallas #Ellendale,N.D. #Harwood,N.D. #technology

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Wes Cummins Darren Aftahi Mike Grondahl Patrick Seitz Dallas Ellendale, N.D.Harwood, N.D.technology

10/10/2025

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APPLOVIN STOCK FALLS ON REPORT OF SEC PROBE

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✍️ AppLovin's stock plunged 14% after a report that the SEC is investigating the company's data collection practices.

👉 AppLovin's stock plunged 14% after a report that the SEC is investigating the company's data collection practices. 👉 The investigation is looking into allegations that AppLovin violated service agreements with platform partners to send more targeted advertising to consumers. 👉 The company has not been accused of committing any violations, but the news has still had a significant impact on the stock market.

-- #AliciaReese #PatrickSeitz #business

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Alicia Reese Patrick Seitz business mainstream:perspective

10/8/2025

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DELL STOCK JUMPS AS AI BUSINESS LIFTS LONG-TERM GROWTH OUTLOOK

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✍️ Dell Technologies increases its long-term sales and earnings growth estimates due to surging demand for AI computers, leading to a jump in its stock price.

👉 Dell Technologies increases its long-term sales and earnings growth estimates 👉 Surging demand for AI computers drives growth 👉 Annual revenue growth target increased to 7% to 9% 👉 Annual adjusted earnings-per-share growth target increased to 15% or better 👉 Commitment to increase quarterly dividend by 10% or more annually through fiscal 2030

-- #MichaelDell #JeffClarke #PatrickSeitz #NewYork #RoundRock,Texas #business

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Michael Dell Jeff Clarke Patrick Seitz New York Round Rock, Texas business mainstream:perspective

10/7/2025

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FRESH VIDEO GAME DATA IS POSITIVE FOR ROBLOX STOCK

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✍️ Roblox's player counts and major experiences continue to grow, driving positive data points for the company's stock, according to a Wall Street analyst.

👉 Roblox's player counts have hit triple-digit year-over-year growth rates 👉 Several "megascale experiences" are driving millions of players consistently on the platform 👉 Electronic Arts' combat game "Battlefield 6" is getting positive buzz 👉 EA's "Madden NFL 26" has garnered positive feedback since its release

-- #AndrewMarok #PatrickSeitz #technology

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Andrew Marok Patrick Seitz technology mainstream:perspective

9/11/2025

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SYNOPSYS STOCK TUMBLES AS CHIP DESIGN SOFTWARE FIRM MISSES ESTIMATES

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✍️ Synopsys, an electronic design automation firm, missed Wall Street's targets for its fiscal third quarter and offered mixed guidance, causing its stock to drop.

👉 Synopsys missed Wall Street's targets for its fiscal third quarter 👉 The company reported earnings of $3.39 a share on sales of $1.74 billion 👉 Synopsys offered mixed guidance for the current quarter 👉 The company forecast adjusted earnings of $2.78 a share on sales of $2.25 billion

-- #SassineGhazi #ShelaghGlaser #PatrickSeitz #Sunnyvale,Calif. #business

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Sassine Ghazi Shelagh Glaser Patrick Seitz Sunnyvale, Calif.business mainstream:perspective

9/11/2025

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TAIWAN SEMICONDUCTOR STOCK BREAKS OUT ON SOLID GROWTH OUTLOOK

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✍️ Taiwan Semiconductor Manufacturing (TSM) received a stock-rating upgrade and price-target hike due to its growing production of AI processors.

👉 TSM stock was upgraded to 'buy' from 'hold' by CFRA Research analyst Hazim Bahari 👉 Price target was raised to 295 from 240 👉 Sales have increased 30%, 36%, and 54% year over year in the last three quarters 👉 Earnings per share have risen 47%, 54%, and 79% in that period

-- #HazimBahari #PatrickSeitz #business

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Hazim Bahari Patrick Seitz business mainstream:perspective

9/9/2025

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MICRON, IBD STOCK OF THE DAY, IN BUY ZONE AFTER BREAKOUT

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✍️ Micron Technology (MU) is the IBD Stock Of The Day, benefiting from the buildout of data centers for artificial intelligence applications.

👉 Micron Technology is the IBD Stock Of The Day 👉 Company benefits from buildout of data centers for artificial intelligence applications 👉 Stock broke out of a cup-with-handle base with a buy point of 128.60 👉 Robust sales of high-bandwidth memory products for artificial intelligence data centers 👉 Analysts are optimistic about its future performance

-- #KevinCassidy #TristanGerra #PatrickSeitz #Boise,Idaho #technology

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Kevin Cassidy Tristan Gerra Patrick Seitz Boise, Idaho technology mainstream:perspective

9/8/2025

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FIGMA STOCK SINKS AFTER DISAPPOINTING POST-IPO REPORT

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✍️ Figma's stock fell 19% after the company forecast decelerating revenue growth in its first quarterly report since its IPO.

👉 Figma's revenue increased 41% year-over-year 👉 The company forecast revenue growth of 33% in the current quarter and 37% for the full year 👉 Four Wall Street firms lowered their price targets on Figma stock

-- #PraveerMelwani #ArjunBhatia #PatrickSeitz #SanFrancisco #business

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Praveer Melwani Arjun Bhatia Patrick Seitz San Francisco business mainstream:perspective

9/4/2025

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BROADCOM SEEN GETTING AI LIFT IN QUARTERLY REPORT

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✍️ Broadcom, a top designer of custom AI processors, is expected to post strong fiscal third-quarter results, driven by sales of chips for AI data centers, despite a decline in rival Marvell's AI chip business.

👉 Broadcom expected to post strong fiscal Q3 results 👉 Company's exposure to AI data centers drives growth 👉 Custom AI accelerators and networking chips contribute to sales 👉 Broadcom makes AI processors for Google, Facebook, and TikTok 👉 Company has won contracts with Apple, OpenAI, and SoftBank

-- #BenReitzes #PatrickSeitz #PaloAlto,Calif. #technology

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Ben Reitzes Patrick Seitz Palo Alto, Calif.technology mainstream:perspective

8/31/2025

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MICRON STOCK CALLED 'BEST IDEA' AMID BUSINESS TRANSFORMATION

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✍️ Baird names Micron Technology as one of its 'Best Stock Ideas' ahead of its fiscal fourth-quarter earnings report, citing its strong execution and yield ramp in the memory-chip market.

👉 Micron Technology named as one of Baird's 'Best Stock Ideas' 👉 Analyst Tristan Gerra rates Micron stock as outperform with a price target of 200 👉 Micron's strong execution and yield ramp in the memory-chip market 👉 Memory products used with Nvidia's GB200 artificial intelligence processor 👉 High-bandwidth memory qualified for use with Nvidia systems 👉 Expected to reach a targeted low 20s percentage market share for HBM in the current quarter

-- #TristanGerra #DanIves #PatrickSeitz #Boise,Idaho #technology

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Tristan Gerra Dan Ives Patrick Seitz Boise, Idaho technology mainstream:perspective

8/29/2025

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APPLE PROMISES 'AWE DROPPING' EVENT SEPT. 9

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✍️ Apple announces its fall product launch event on September 9, featuring the iPhone 17 lineup, including a superthin model.

👉 Apple announces its fall product launch event on September 9 👉 iPhone 17 lineup, including a superthin model, will be unveiled 👉 New models will feature improved processors, cameras, displays, and other components 👉 Event follows similar product launches from Samsung and Google

-- #TimCook #WamsiMohan #PatrickSeitz #technology

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Tim Cook Wamsi Mohan Patrick Seitz technology mainstream:perspective

8/28/2025

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WHY APPLE STOCK COULD SELL OFF AFTER IPHONE 17 REVEAL

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✍️ A Wall Street analyst predicts Apple's stock could drop after the company announces its iPhone 17 series, citing incremental updates and a history of post-event sell-offs.

👉 Apple's iPhone 17 series is expected to be an incremental update to the current iPhone 16 family 👉 The biggest change will be the addition of a superthin iPhone Air model 👉 Analysts predict a potential sell-off in Apple's stock after the event 👉 Past events have seen the stock pull back after the event, only to recover 30-60 days post-event

-- #WamsiMohan #AmitDaryanani #PatrickSeitz #technology

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Wamsi Mohan Amit Daryanani Patrick Seitz technology mainstream:perspective

8/27/2025

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SEMTECH STOCK SURGES AFTER CHIPMAKER CLEARS Q2 HURDLES

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✍️ Semtech's stock surged 15% after the chipmaker reported strong earnings and raised guidance, driven by strong demand for data center products.

👉 Earnings per share (EPS) of 41 cents, beating analyst expectations of 40 cents 👉 Sales of $257.6 million, exceeding analyst expectations of $256.1 million 👉 Year-over-year earnings growth of 273% 👉 Year-over-year sales growth of 20% 👉 Guidance raised for the current quarter, with EPS expected to be 44 cents and sales expected to be $266 million

-- #AngeloZino #HarshKumar #PatrickSeitz #Camarillo,California #business

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Angelo Zino Harsh Kumar Patrick Seitz Camarillo, California business mainstream:perspective

8/26/2025

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FIGMA STOCK GETS BUY RATING AFTER POST-IPO SWOON

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✍️ Figma stock received a buy rating from Piper Sandler analyst Brent Bracelin, citing its differentiated platform, attractive business model, and global reach.

👉 Figma stock received a buy rating from Piper Sandler analyst Brent Bracelin 👉 Figma's differentiated platform, attractive business model, and global reach were cited as strengths 👉 The company competes with Adobe and others 👉 Figma is in the early innings of unlocking opportunities from AI technology

-- #BrentBracelin #PatrickSeitz #SanFrancisco #technology

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Brent Bracelin Patrick Seitz San Francisco technology mainstream:perspective

8/20/2025

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ANALOG DEVICES TOPS VIEWS, GUIDES HIGHER AMID CYCLICAL CHIP RECOVERY

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✍️ Analog Devices (ADI) beats estimates for its fiscal third quarter and guides higher for the current period, with its stock rising in early trading.

👉 ADI beats estimates for its fiscal third quarter 👉 Guides higher for the current period 👉 Stock rises over 4% in premarket trading 👉 Company reports adjusted earnings per share of $2.05 on sales of $2.88 billion 👉 Guides fiscal fourth quarter adjusted earnings of $2.22 a share on sales of $3 billion

-- #PatrickSeitz #Wilmington,Mass. #business

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Patrick Seitz Wilmington, Mass.business mainstream:perspective

8/20/2025

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SPOTIFY STOCK RECORDS PRICE-TARGET HIKES. HERE'S WHY.

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✍️ Spotify Technology (SPOT) received two price-target hikes from Wall Street analysts, but its stock remained unchanged.

👉 Spotify stock received two price-target hikes from Wall Street analysts 👉 Guggenheim's Michael Morris increased his price target to 850 from 800 👉 Oppenheimer's Jason Helfstein raised his price target to 825 from 750 👉 Spotify's recent price increases in international markets will drive improved profitability

-- #MichaelMorris #JasonHelfstein #PatrickSeitz #ChrisHansen #NewYorkCity #Germany #Austria #Switzerland #U.S. #business

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Michael Morris Jason Helfstein Patrick Seitz Chris Hansen New York City Germany Austria Switzerland

8/20/2025

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AI ISN'T EATING THESE SOFTWARE STOCKS, ANALYST SAYS

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✍️ Jefferies investment bank is pushing back on the idea that AI is replacing software, stating that some software companies will thrive alongside AI.

👉 Jefferies pushes back on the idea that AI is replacing software 👉 AI is a transformational wave, not a destructive hurricane 👉 Six software stocks favored by Jefferies: Microsoft, Intuit, Snowflake, Monday.com, Unity Software, and Roper Technologies 👉 Microsoft's data center infrastructure investments will enable it to monetize AI

-- #BrentThill #BenReitzes #PatrickSeitz #technology

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Brent Thill Ben Reitzes Patrick Seitz technology mainstream:perspective

8/18/2025

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ADOBE STOCK DOWNGRADED AS 'AI IS EATING SOFTWARE'

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✍️ A Wall Street analyst downgraded Adobe's stock to sell from hold due to the impact of artificial intelligence technology on the digital media software firm.

👉 Adobe's stock was downgraded to sell from hold due to AI technology 👉 Reitzes cut his price target to 310 from 400 👉 Software-as-a-service companies are in the early innings of multiple contraction due to AI 👉 Reitzes cut his sales and earnings estimates for Adobe for 2026 and 2027

-- #BenReitzes #PatrickSeitz #business

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Ben Reitzes Patrick Seitz business mainstream:perspective

8/11/2025

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ARLO STOCK LEAPS AS HOME SECURITY CAMERA FIRM BEATS VIEWS

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✍️ Arlo Technologies (ARLO) stock surged after the company beat Wall Street's targets in the second quarter, driven by growth in its subscriptions business and improved gross profit margins.

👉 Arlo Technologies reported strong second-quarter earnings, beating analyst expectations 👉 Annual recurring revenue grew 34% year over year 👉 Launched new AI platform, Arlo Secure 6, driving growth in subscriptions business 👉 Signed partnership with ADT, expected to result in material increases in subscriptions and revenue starting in 2026

-- #MatthewMcRae #AdamTindle #PatrickSeitz #Carlsbad,Calif. #NorthAmerica #business

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Matthew McRae Adam Tindle Patrick Seitz Carlsbad, Calif.North America business mainstream:perspective

8/8/2025

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APPLE STOCK RISES ON COMPANY'S NEW U.S. INVESTMENT COMMITMENT

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✍️ Apple's stock rose on news that the company plans to announce a $100 billion commitment to invest in U.S. manufacturing, avoiding tariffs on iPhones and other devices.

👉 Apple plans to announce a $100 billion commitment to invest in U.S. manufacturing 👉 The investment is aimed at avoiding tariffs on iPhones and other devices 👉 Apple's announcement will include a new manufacturing program to bring more of its supply chain to the U.S. 👉 The company's cumulative commitment to U.S. investment will reach $600 billion

-- #DonaldTrump #PatrickSeitz #WhiteHouse #Houston #Michigan #business

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Donald Trump Patrick Seitz White House Houston Michigan business mainstream:perspective

8/6/2025

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NVIDIA, BROADCOM, CHIP STOCKS FALL ON LOOMING TRUMP TARIFFS

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✍️ Nvidia, Broadcom, and other semiconductor stocks dropped after President Trump announced that tariffs on chips could come as soon as this week.

👉 President Trump announced tariffs on semiconductors and chips 👉 Specifics of the tariffs remain unclear 👉 The Philadelphia semiconductor index, SOX, fell 1.4% in afternoon trades 👉 The iShares Semiconductor ETF, SOXX, was down 0.9% 👉 Semiconductor stocks have been bracing for the announcement for months

-- #PatrickSeitz #DonaldTrump #Taiwan #SouthKorea #UnitedStates #business

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Patrick Seitz Donald Trump Taiwan South Korea United States business mainstream:perspective

8/5/2025

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AI DATA CENTER BUILDOUT FUELING GROWTH AT VERTIV, APPLIED DIGITAL

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✍️ Microsoft and Meta Platforms have increased their spending on data centers to support their artificial intelligence plans, indicating a continued trend in the rapid buildout of AI data centers.

👉 Microsoft and Meta Platforms have increased their spending on data centers to support their artificial intelligence plans 👉 The trend of rapid buildout of AI data centers is expected to continue 👉 Analysts expect an increase in capital expenditures across the industry of more than 50% this year 👉 Data center infrastructure firms Vertiv and Applied Digital have reported strong quarterly results, beating expectations

-- #BrentThill #GiordanoAlbertazzi #PatrickSeitz #technology

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Brent Thill Giordano Albertazzi Patrick Seitz technology mainstream:perspective

8/2/2025

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FIGMA STOCK BLASTS OFF WITH WELL-RECEIVED IPO

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✍️ Figma, a design software company, soared in its first day of trading after its initial public offering, with its stock price rising 250% from its listing price.

👉 Figma's stock price rose 250% from its listing price 👉 The company reported $749 million in revenue in 2024, up 48% from the prior year 👉 Figma has 13 million monthly active users and over 11,100 customers that generate more than $10,000 each in annual recurring revenue 👉 The IPO could open the door for more tech listings

-- #PatrickSeitz #Austin,Texas #business

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Patrick Seitz Austin, Texas business mainstream:perspective

8/2/2025

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MICROSOFT STOCK HEADS SKYWARD ON AZURE CLOUD BUSINESS

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✍️ Microsoft's stock surged after the company reported strong fiscal fourth quarter earnings, driven by growth in its cloud computing and artificial intelligence businesses.

👉 Microsoft's cloud computing business saw revenue rise 27% year over year 👉 Azure cloud platform revenue grew 39% year over year 👉 Microsoft's Intelligent Cloud business saw revenue increase 26% 👉 Productivity and Business Processes unit posted a 16% gain 👉 Company expects September-quarter revenue of $75.25 billion

-- #SatyaNadella #PatrickSeitz #Redmond #Wash. #business

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Satya Nadella Patrick Seitz Redmond Wash.business mainstream:perspective

7/31/2025

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ROBLOX TOPS VIEWS FOR Q2 BOOKINGS, USERS. STOCK ROCKETS.

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✍️ Roblox, a youth-centric online gaming and social platform, reported stronger-than-expected bookings in the second quarter and raised its full-year guidance, leading to a surge in its stock price.

👉 Roblox reported stronger-than-expected bookings in the second quarter 👉 The company raised its full-year guidance 👉 Roblox stock surged in early trading on the news 👉 The company reported 111.8 million average daily active users, a 41% year-over-year increase 👉 Roblox is investing heavily in building its version of the metaverse

-- #PatrickSeitz #SanMateo,California #technology

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Patrick Seitz San Mateo, California technology mainstream:perspective

7/31/2025

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VERTIV STOCK JUMPS AS DATA CENTER PLAYER CRUSHES Q2 TARGETS

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✍️ Vertiv, a data center infrastructure provider, reported strong Q2 earnings and raised its full-year outlook, sending its stock price surging.

👉 Vertiv reported strong Q2 earnings, beating analyst estimates 👉 The company raised its full-year outlook 👉 Vertiv stock surged over 8% in premarket trading

-- #PatrickSeitz #Westerville,Ohio #business

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Patrick Seitz Westerville, Ohio business mainstream:perspective

7/30/2025

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RAMBUS STOCK RISES ON BETTER-THAN-FORECAST SECOND-QUARTER RESULTS

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✍️ Rambus, a chipmaker, topped its revenue forecast for the second quarter, earning 53 cents per share on sales of $172.2 million.

👉 Rambus topped its revenue forecast for the second quarter 👉 Record product revenue and cash generation 👉 High-performance memory subsystems for data-intensive systems, including AI applications 👉 Rambus stock rose in extended trading, advancing more than 5%

-- #LucSeraphin #PatrickSeitz #SanJose,Calif. #business

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Luc Seraphin Patrick Seitz San Jose, Calif.business mainstream:perspective

7/30/2025

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APPLE'S LACK OF CLEAR AI STRATEGY A WARNING FLAG, ANALYST SAYS

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✍️ A Wall Street analyst warns that Apple's lack of a clear strategy for artificial intelligence could lead to the company falling behind its rivals and impacting its stock price.

👉 Apple is 1-2 years behind its Big Tech competitors in AI 👉 Tech talent may leave Apple to work for AI-focused companies 👉 iPhone users may switch to Android handsets if Google gets too far ahead in AI 👉 Apple's lack of AI strategy could impact its stock price

-- #LauraMartin #TimCook #ErikWoodring #PatrickSeitz #technology

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Laura Martin Tim Cook Erik Woodring Patrick Seitz technology mainstream:perspective

7/25/2025

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SPOTIFY GETS UPGRADE AHEAD OF Q2 EARNINGS. STOCK RISES.

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✍️ Spotify Technology (SPOT) stock rose after a Wall Street analyst upgraded the streaming music service to 'outperform' from 'neutral'.

👉 Oppenheimer analyst Jason Helfstein upgraded Spotify stock to outperform 👉 Set a price target of 800 on the audio entertainment leader 👉 Cited potential to monetize free users with advertising 👉 Long runway for user base growth 👉 Strong position in the market with a large user base

-- #JasonHelfstein #PatrickSeitz #Stockholm #business

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Jason Helfstein Patrick Seitz Stockholm business mainstream:perspective

7/24/2025

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MICROSOFT EARNINGS FOCUS: ALL EYES ON AZURE GROWTH

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✍️ Microsoft's stock is expected to perform well in its fiscal fourth-quarter report due to its strong Azure cloud computing infrastructure business and potential growth areas such as AI Copilots.

👉 Microsoft's Azure cloud computing infrastructure business is expected to drive the company's fiscal fourth-quarter report 👉 Analysts predict 34% to 35% growth in constant currency for Azure revenue 👉 AI Copilots for software applications are seen as a potential growth area 👉 Microsoft's capital expenditure plans and its evolving relationship with AI partner OpenAI will be focus areas for the earnings report

-- #KarlKeirstead #KeithWeiss #PatrickSeitz #technology

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Karl Keirstead Keith Weiss Patrick Seitz technology mainstream:perspective

7/23/2025

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APPLE EARNINGS GROWTH SEEN STALLING AMID DEARTH OF CATALYSTS

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✍️ Apple's fiscal third-quarter earnings report is expected to show modest growth, but analysts are concerned about the company's services business and regulatory headwinds.

👉 Apple's fiscal third-quarter earnings report is expected to show modest growth 👉 Analysts are concerned about the company's services business 👉 Regulatory headwinds, including a pending antitrust case, could impact the company's deal with Google 👉 Some analysts remain bullish on the stock, citing its strong brand and loyal customer base

-- #BrianWhite #ErikWoodring #PatrickSeitz #Cupertino #California #technology

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Brian White Erik Woodring Patrick Seitz Cupertino California technology mainstream:perspective

7/23/2025

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ASTERA LABS STOCK ROCKETS ON POSITIVE COMMENTARY

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✍️ Astera Labs' stock surged 19.4% on Monday after receiving positive analyst comments, with one analyst reiterating a buy rating and raising his price target.

👉 Astera Labs' stock surged 19.4% on Monday 👉 Positive analyst comments from Daniel O'Regan and Tore Svanberg 👉 Stifel analyst Tore Svanberg reiterated his buy rating and raised his price target to 110 from 100 👉 Astera Labs announced the opening of its new global headquarters in San Jose, Calif.

-- #DanielO'Regan #ToreSvanberg #PatrickSeitz #SanJose,Calif. #business

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Daniel O'Regan Tore Svanberg Patrick Seitz San Jose, Calif.business mainstream:perspective

7/23/2025

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ROBLOX STOCK WILTS AFTER GROWTH SPURT

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✍️ Roblox stock fell 3% on Tuesday after a 74% climb over the past two months, despite a positive outlook from one analyst.

👉 Roblox stock fell 3% on Tuesday after a 74% climb over the past two months 👉 BMO Capital Markets analyst Brian Pitz reiterated his outperform rating and raised his price target to 135 👉 Pitz cited the success of hit game 'Grow a Garden' as a key factor in the company's growth 👉 TD Cowen analyst Doug Creutz rates Roblox stock as sell and predicts that the company's valuation is based on hopes of being a major player in the emerging metaverse

-- #BrianPitz #DougCreutz #PatrickSeitz #business

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Brian Pitz Doug Creutz Patrick Seitz business mainstream:perspective

7/22/2025

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MICROSOFT STOCK HOVERS IN RECORD-HIGH TERRITORY BEFORE EARNINGS REPORT

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✍️ Wall Street analysts are becoming increasingly bullish on Microsoft stock ahead of its June-quarter earnings report, with multiple firms raising their price targets and buy ratings.

👉 Multiple firms raised their price targets and buy ratings on Microsoft stock 👉 Analysts expect strong performance from Azure cloud infrastructure business and Copilot AI services 👉 Microsoft's stock has reached a record high

-- #BradZelnick #BradSills #DerrickWood #PatrickSeitz #business

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Brad Zelnick Brad Sills Derrick Wood Patrick Seitz business mainstream:perspective

7/18/2025

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CHIP BELLWETHER TSMC TOPS Q2 EARNINGS TARGET, RAISES OUTLOOK

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✍️ Taiwan Semiconductor Manufacturing (TSM) beats earnings estimates for the second quarter and guides above views for the current period, with its stock rising on the news.

👉 TSMC beats earnings estimates for the second quarter 👉 Guides above views for the current period 👉 Revenue expected to be between $31.8 billion and $33 billion 👉 TSMC stock rises over 2% to 243.14

-- #WendellHuang #CharlesShi #PatrickSeitz #business

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Wendell Huang Charles Shi Patrick Seitz business mainstream:perspective

7/17/2025

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NETFLIX ANALYSTS UPBEAT BUT ANXIOUS AHEAD OF Q2 REPORT

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✍️ Netflix stock is trending sideways ahead of its second-quarter earnings report, with analysts expecting a positive report but having concerns.

👉 Analysts expect Netflix to report positive earnings 👉 Guggenheim Securities analyst Michael Morris reiterated his buy rating and raised his 12-month price target 👉 Netflix's domestic viewership share slipped in the first half of 2025 👉 Analysts will be focusing on the company's progress in scaling its advertising-supported service tier and growing its international business

-- #MichaelMorris #AlanGould #PatrickSeitz #France #business

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Michael Morris Alan Gould Patrick Seitz France business mainstream:perspective

7/16/2025

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WALL STREET CHEERS NVIDIA'S RETURN TO CHINA AI MARKET

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✍️ The Trump administration has cleared Nvidia to resume selling its H20 artificial intelligence chips in China, lifting a major overhang on the company's stock.

👉 Nvidia cleared to resume selling H20 AI chips in China 👉 US government grants licenses for Nvidia to sell chips in China 👉 Nvidia stock rises over 4% in morning trades 👉 TSMC and AMD shares also lift on news

-- #JensenHuang #DonaldTrump #DanielIves #BenReitzes #PatrickSeitz #SantaClara,Calif. #Washington,D.C. #Beijing #technology

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Jensen Huang Donald Trump Daniel Ives Ben Reitzes Patrick Seitz Santa Clara, Calif.Washington, D.C.Beijing

7/15/2025

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AMD, IBD STOCK OF THE DAY, READY TO CHALLENGE NVIDIA

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✍️ AMD stock is climbing after a prolonged pullback, with its latest Instinct data center accelerators closing the performance gap with Nvidia processors.

👉 AMD stock has gained more than 5% this week 👉 The company's latest Instinct data center accelerators have closed the performance gap with Nvidia processors 👉 HSBC analyst Frank Lee upgraded AMD stock to buy from hold and doubled his price target to 200 from 100 👉 AMD stock has yet to form a proper base

-- #FrankLee #JoshuaBuchalter #PatrickSeitz #technology

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Frank Lee Joshua Buchalter Patrick Seitz technology mainstream:perspective

7/11/2025

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NETFLIX STOCK VALUATION CALLED 'FAIR PUSHBACK' TO BUY RATINGS

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✍️ Netflix is set to report its second-quarter earnings, with analysts expecting a 45% year-over-year increase in earnings and a 15.5% increase in sales.

👉 Analysts expect Netflix to earn $7.07 a share, up 45% year over year, on sales of $11.04 billion, up 15.5% 👉 Key focus areas for the Q2 report will be the company's progress in scaling its advertising-supported service tier and growing its international business 👉 Analysts are also curious to learn more about Netflix's live programming initiatives, including sports and its deal to carry the TF1 channels in France

-- #LauraMartin #ThomasChampion #PaulVerna #PatrickSeitz #LosGatos #France #business

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Laura Martin Thomas Champion Paul Verna Patrick Seitz Los Gatos France business mainstream:perspective

7/11/2025

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TAIWAN SEMICONDUCTOR POSTS STRONG JUNE SALES. BUT STOCK WAVERS.

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✍️ Taiwan Semiconductor Manufacturing (TSM) reported June sales that exceeded expectations, with revenue of $8.9 billion, but its stock price fluctuated.

👉 TSM reported June sales of $8.9 billion, exceeding estimates 👉 Revenue for the full second quarter was $30.17 billion, a 46% increase from the same quarter last year 👉 TSM makes leading-edge chips for companies including AMD, Apple, and Nvidia 👉 The company is a key supplier of chips for data centers running artificial intelligence applications

-- #PatrickSeitz #technology

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Patrick Seitz technology mainstream:perspective

7/10/2025

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MICROSOFT STOCK SPIKES TO RECORD HIGH ON AI OUTLOOK

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✍️ Microsoft's stock reached a record high after an analyst upgraded the company's stock to 'outperform' due to its strong artificial intelligence business.

👉 Microsoft's stock rose to a record high after analyst upgrade 👉 Oppenheimer analyst Brian Schwartz upgraded Microsoft stock to 'outperform' from 'neutral' 👉 Schwartz set a price target of 600 on the stock 👉 Microsoft's AI business is expected to drive durable consumption growth for Azure and scale fast in the agentic AI era

-- #BrianSchwartz #PatrickSeitz #technology

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Brian Schwartz Patrick Seitz technology mainstream:perspective

7/9/2025

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ROBLOX STOCK JUMPS ON SCARY HIT VIDEO GAME

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✍️ Roblox stock surged 4% to close at 107.76 after reports of a new hit game, '99 Nights in the Forest', which has experienced an impressive ramp in users and achieved over 200 million visits.

👉 Roblox stock surged 4% to close at 107.76 👉 '99 Nights in the Forest' has experienced an impressive ramp in users and achieved over 200 million visits 👉 The game features monetization methods and is currently on the 'top earning' chart 👉 Roblox stock ranks second out of 23 stocks in IBD's Computer Software-Gaming industry group 👉 Roblox stock is on two IBD lists: IBD 50 and Tech Leaders

-- #BrianPitz #PatrickSeitz #business

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Brian Pitz Patrick Seitz business mainstream:perspective

7/9/2025

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SOUNDHOUND STOCK ROARS AMID AGENTIC AI PUSH

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✍️ SoundHound AI's stock surged 12% on Tuesday as the company advances its agentic artificial intelligence capabilities, with analysts predicting strong revenue growth.

👉 SoundHound AI's stock surged 12% on Tuesday 👉 Analysts predict strong revenue growth for the company 👉 Conversational AI market projected to grow from $17.05 billion in 2025 to $49.8 billion by 2031 👉 Company's clients include Casey's General Stores and Chipotle Mexican Grill 👉 AI assistants being used for restaurant ordering and healthcare customer services

-- #PatrickSeitz #technology

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Patrick Seitz technology mainstream:perspective

7/8/2025

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SPOTIFY STOCK HITS CRESCENDO ON FRESH BUY RATING

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✍️ Spotify's stock hits a record high after a Wall Street firm initiates coverage with a 'buy' rating and a price target of $825.

👉 Spotify's stock hits a record high after a Wall Street firm initiates coverage with a 'buy' rating and a price target of $825. 👉 Bernstein analyst Ian Moore initiates coverage with an outperform rating and a price target of $825. 👉 Moore believes Spotify's ability to leverage its market share and quality platform will drive profits. 👉 Regular price hikes and the launch of a new superfan subscription tier expected to contribute to revenue growth.

-- #IanMoore #PatrickSeitz #business

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Ian Moore Patrick Seitz business mainstream:perspective

6/4/2025, 1 engagement

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APPLE STOCK DOWNGRADED ON SLOWING GROWTH, AI CHALLENGES

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✍️ A Wall Street analyst downgraded Apple stock due to earnings risks, rising competition, and valuation concerns.

👉 Apple stock was downgraded to hold from buy due to earnings risks, rising competition, and valuation concerns 👉 Needham analyst Laura Martin cut her near-term sales and earnings estimates for Apple 👉 Martin prefers Google parent Alphabet and Amazon over Apple due to their strategic visions and incremental revenue streams 👉 Apple needs an iPhone replacement cycle to drive stock growth, which Martin does not see happening in the next 12 months

-- #LauraMartin #PatrickSeitz #JonyIve #technology

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Laura Martin Patrick Seitz Jony Ive technology mainstream:perspective

6/4/2025

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AUTODESK BUILDS BEAT-AND-RAISE REPORT FOR FISCAL FIRST QUARTER

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✍️ Autodesk topped earnings estimates for its fiscal first quarter and guided above views for the current period, sending its stock jumping in extended trading.

👉 Autodesk topped earnings estimates for its fiscal first quarter 👉 Guided above views for the current quarter and full fiscal year 👉 Reported adjusted earnings of $2.29 a share on sales of $1.63 billion 👉 Beat analysts' expectations

-- #AndrewAnagnost #JaneshMoorjani #PatrickSeitz #SanFrancisco #business

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Andrew Anagnost Janesh Moorjani Patrick Seitz San Francisco business mainstream:perspective

5/24/2025

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MICROSOFT STOCK EARNS BULLISH NOTES ON AI AGENTS

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✍️ Several Wall Street analysts issued bullish reports on Microsoft stock after the company's Build conference, citing its advancements in artificial intelligence and agentic AI tools.

👉 Microsoft announced upgrades to its Azure AI Foundry and Copilot Studio platforms 👉 Analysts praised the company's efforts to drive adoption of agentic AI in the enterprise 👉 New features include Microsoft 365 Copilot Tuning and support for multiple-agent systems

-- #BradZelnick #BrentThill #KirkMaterne #PatrickSeitz #technology

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Brad Zelnick Brent Thill Kirk Materne Patrick Seitz technology mainstream:perspective

5/23/2025

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INTEL SCORES SLOT IN NVIDIA DATA CENTER AI SYSTEM

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✍️ Intel introduced its new central processing units for servers, one of which was selected by Nvidia for its AI computer, while Navitas Semiconductor's stock surged after announcing a collaboration with Nvidia.

👉 Intel introduced three new CPUs for its Xeon 6 series 👉 One CPU will serve as the host CPU for Nvidia's DGX B300 AI-accelerated system 👉 Navitas Semiconductor's stock surged 135% after announcing a collaboration with Nvidia

-- #KarinEibschitzSegal #RossSeymore #KevinCassidy #PatrickSeitz #technology

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Karin Eibschitz Segal Ross Seymore Kevin Cassidy Patrick Seitz technology mainstream:perspective

5/22/2025

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CHIPMAKER ANALOG DEVICES BEATS QUARTERLY TARGETS, RETURNS TO GROWTH

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✍️ Analog Devices (ADI) beats earnings estimates for its fiscal second quarter and provides guidance for the current period, leading to a rise in its stock price.

👉 Analog Devices beats earnings estimates for its fiscal second quarter 👉 Earnings surged 32% year-over-year and sales increased 22% 👉 Fiscal third quarter guidance predicts adjusted earnings of $1.92 per share on sales of $2.75 billion 👉 Company's CEO attributes performance to ongoing cyclical recovery and strength of its business model

-- #VincentRoche #RichardPuccio #PatrickSeitz #Wilmington,Mass. #business

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Vincent Roche Richard Puccio Patrick Seitz Wilmington, Mass.business mainstream:perspective

5/22/2025

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AMD AIMS TO KICK RIVAL INTEL WHILE IT'S DOWN

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✍️ AMD introduced its latest processors for AI-powered personal computers and workstations at the Computex trade show, aiming to take market share from Intel.

👉 AMD introduced its latest processors for AI-powered personal computers and workstations 👉 AMD partnered with Asus to strengthen its presence in the PC market 👉 The new processors offer more than 50 TOPS of neural processing unit performance 👉 The computers are designed to support the next generation of Microsoft Copilot+ artificial intelligence experiences 👉 AMD also showcased its Radeon RX 9060 XT graphics cards for next-gen gaming and Ryzen Threadripper processors for high-end workstations

-- #PatrickSeitz #Taiwan #Computex #technology

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Patrick Seitz Taiwan Computex technology mainstream:perspective

5/21/2025

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BROADCOM, IBD STOCK OF THE DAY, SETS UP AHEAD OF EARNINGS

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✍️ Broadcom (AVGO) is the IBD Stock Of The Day as it prepares to report its fiscal second-quarter results, with analysts predicting potential upside and a consolidation period with a buy point of 251.88.

👉 Analysts predict potential upside for Broadcom's upcoming earnings report 👉 Broadcom has been in a consolidation period for 22 weeks with a buy point of 251.88 👉 The company could be forming a handle with a lower buy point of 235.28 👉 Broadcom is the market-share leader in application-specific integrated circuits for artificial intelligence applications in data centers 👉 The company is expected to generate sales from server AI chips for OpenAI and Apple next year 👉 Broadcom is on three IBD lists: Leaderboard, Big Cap 20, and Tech Leaders

-- #VijayRakesh #PatrickSeitz #PaloAlto,Calif. #SaudiArabia #UnitedArabEmirates #business

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Vijay Rakesh Patrick Seitz Palo Alto, Calif.Saudi Arabia United Arab Emirates business mainstream:perspective

5/19/2025

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ROBLOX STOCK CONTINUES WINNING STREAK WITH HELP FROM RIHANNA

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✍️ Roblox stock reached a multiyear high after breaking out of a cup-with-handle base, driven by strong earnings and new shopping experiences on its platform.

👉 Roblox stock broke out of a cup-with-handle base at a buy point of 74.24 👉 The company reported strong first-quarter earnings, with 97.8 million average daily active users, up 26% year over year 👉 Roblox announced new shopping experiences on its platform, allowing users to buy physical products directly within their favorite experiences 👉 The company partnered with Shopify as its first integration partner for its Commerce APIs 👉 Fenty Beauty, founded by pop singer Rihanna, is an early adopter of the service

-- #PatrickSeitz #Rihanna #SanMateo,California #technology

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Patrick Seitz Rihanna San Mateo, California technology mainstream:perspective

5/18/2025

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NETFLIX STOCK HITS RECORD HIGH ON ADVERTISING INITIATIVE

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✍️ Netflix stock reached a record high after several investment firms raised their price targets following the company's plan to grow its advertising business.

👉 Netflix stock reached a record high 👉 Several investment firms raised their price targets 👉 Company's presentation to ad buyers showed substantial progress in developing its ads business 👉 Analysts are confident in Netflix's long-term growth picture 👉 Netflix's growth drivers include subscriber growth, engagement growth, pricing power, and a nascent ads business

-- #PeterSupino #AmyReinhard #JasonBateman #JudeLaw #CharlizeTheron #KristenBell #PatrickSeitz #NewYorkCity #PerelmanPerformingArtsCenter #Europe #MiddleEast #Africa #Canada #U.S. #business

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Peter Supino Amy Reinhard Jason Bateman Jude Law Charlize Theron Kristen Bell Patrick Seitz New York City

5/18/2025

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NETFLIX, IBD STOCK OF THE DAY, TALKS UP ADVERTISING GROWTH

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✍️ Netflix is the IBD Stock Of The Day after its presentation to advertisers and media buyers during upfronts season, showcasing ad-tech advancements, robust branded partnerships, and an ad tier with 94 million monthly active users.

👉 Netflix announced ad-tech advancements, robust branded partnerships, and an ad tier with 94 million monthly active users worldwide 👉 The company's growing advertising user base creates a positive monetization setup in the second half of 2025 and beyond 👉 Netflix stock is on four IBD stock lists: Leaderboard, SwingTrader, IBD 50, and Big Cap 20

-- #BrianPitz #AmyReinhard #MarkMahaney #PatrickSeitz #NewYorkCity #business

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Brian Pitz Amy Reinhard Mark Mahaney Patrick Seitz New York City business mainstream:perspective

5/15/2025

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LIFE360 STOCK ROCKETS AFTER FIRST-QUARTER EARNINGS BEAT

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✍️ Life360 stock surged 20.4% after the company reported better-than-expected sales and adjusted earnings for the first quarter.

👉 Life360 reported better-than-expected Q1 results 👉 Adjusted earnings were 15 cents per share, beating analyst expectations 👉 Sales were $103.6 million, exceeding analyst estimates 👉 Stock surged 20.4% to close at a record high of 59.62 👉 Analysts are optimistic about the company's shift to subscription services

-- #ChrisKuntarich #PatrickSeitz #SanMateo,Calif. #business

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Chris Kuntarich Patrick Seitz San Mateo, Calif.business mainstream:perspective

5/15/2025

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SPOTIFY, IBD STOCK OF THE DAY, HOVERS IN BUY ZONE AFTER BREAKOUT

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✍️ Spotify Technology (SPOT) stock is back above its buy point after a recent slump, with the music streaming leader finding support at its 21-day exponential moving average.

👉 Spotify Technology (SPOT) stock is back above its buy point after a recent slump 👉 The company reported more subscribers than expected in the first quarter 👉 Spotify stock surged into the 5% buy zone on a court ruling that allows developers to bypass Apple's App Store for in-app purchases 👉 The company earned the equivalent of $1.16 a share on revenue of $4.53 billion in the March quarter

-- #PatrickSeitz #Stockholm #business

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Patrick Seitz Stockholm business mainstream:perspective

5/13/2025

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TAKE-TWO STOCK WIPES OUT ON 'GTA 6' GAME DELAY

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✍️ Take-Two Interactive Software announced that its highly anticipated video game 'Grand Theft Auto 6' is being delayed until mid-next year, causing its stock to tumble.

👉 Grand Theft Auto 6 delayed until mid-next year 👉 Original release date was this fall, but Rockstar Games needs more time 👉 Take-Two's stock tumbled 6.7% on the news 👉 Analysts believe the delay is not a bad outcome

-- #StraussZelnick #MikeHickey #DougCreutz #JamesHeaney #PatrickSeitz #NewYorkCity #technology

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Strauss Zelnick Mike Hickey Doug Creutz James Heaney Patrick Seitz New York City technology mainstream:perspective

5/4/2025

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APPLE STOCK GETS PRICE-TARGET CUTS ON TARIFF HEADWINDS

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✍️ Three Wall Street analysts have cut their price targets on Apple stock ahead of its March-quarter report, citing tariff-related headwinds.

👉 Loop Capital's Ananda Baruah cut his price target to 215 from 230 👉 Barclays' Tim Long cut his price target to 173 from 197 and kept his underweight rating 👉 Raymond James' Srini Pajjuri cut his price target to 230 from 250

-- #AnandaBaruah #TimLong #SriniPajjuri #PatrickSeitz #business

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Ananda Baruah Tim Long Srini Pajjuri Patrick Seitz business mainstream:perspective

4/30/2025

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MICROSOFT STOCK HAS 'DERISKED SETUP' AHEAD OF MARCH-QUARTER REPORT

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✍️ Microsoft is set to report its fiscal third-quarter results, with one analyst predicting a 'derisked setup' due to recent declines in the company's stock.

👉 Microsoft will report its fiscal third-quarter results on Wednesday 👉 One analyst predicts a 'derisked setup' due to recent declines in the company's stock 👉 Microsoft's long-term outlook and ability to gain market share in cloud computing are positive factors 👉 The company's artificial intelligence initiatives, branded Copilots, are a growth catalyst 👉 Analysts predict Microsoft will earn $3.22 a share, up 10% year over year, in the March quarter

-- #BrentThill #BradZelnick #JoelFishbeinJr. #PatrickSeitz #business

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Brent Thill Brad Zelnick Joel Fishbein Jr.Patrick Seitz business mainstream:perspective

4/28/2025

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SPOTIFY STOCK NEARS BUY POINT AHEAD OF Q1 REPORT

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✍️ Spotify Technology's stock is expected to rise ahead of its first-quarter report, with analysts predicting strong earnings and subscriber growth.

👉 Analysts predict Spotify will add 2 million premium subscribers, ending Q1 with 265 million worldwide 👉 Monthly active users expected to increase by 4 million to 679 million 👉 Earnings expected to be $2.49 a share, up 139% year over year 👉 Sales expected to be $4.78 billion, up 23% 👉 Growth catalysts include a rumored higher-priced "supremium" service tier and new advertising initiatives

-- #BenjaminBlack #JamesHeaney #PatrickSeitz #business

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Benjamin Black James Heaney Patrick Seitz business mainstream:perspective

4/25/2025

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TARIFF CONCERNS LOOM OVER APPLE EARNINGS REPORT

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✍️ Apple's upcoming quarterly earnings report will be closely watched as the company faces the impact of Trump tariffs on its business.

👉 Apple's fiscal second-quarter earnings report will be released next Thursday 👉 Analysts expect Apple to earn $1.61 a share, up 5% year over year, on revenue of $94.08 billion, up 4% 👉 Apple's imports from China are subject to a 20% tariff 👉 Apple is shifting production to India to mitigate the risks of tariffs and geopolitical tensions 👉 Analysts will be looking for signs of demand destruction and efficiency issues in the company's guidance

-- #MattBryson #BrianWhite #PatrickSeitz #China #India #UnitedStates #business

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Matt Bryson Brian White Patrick Seitz China India United States business mainstream:perspective

4/25/2025

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NETFLIX, IBD STOCK OF THE DAY, ENJOYS DELAYED BREAKOUT

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✍️ Netflix (NFLX) stock broke out of a double-bottom base and surged 6% after a strong earnings report, with analysts raising their price targets.

👉 Netflix stock broke out of a double-bottom base 👉 Surged 6% after a strong earnings report 👉 Analysts raised their price targets 👉 First-quarter earnings report beat expectations 👉 Revenue up 12.5% 👉 Earnings up 25%

-- #BenjaminSwinburne #LaurentYoon #PatrickSeitz #business

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Benjamin Swinburne Laurent Yoon Patrick Seitz business mainstream:perspective

4/22/2025

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NETFLIX BATTLES STOCK MARKET HEADWINDS AS IT FLIRTS WITH BUY POINT

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✍️ Netflix stock struggled to stay above a buy point despite beating earnings estimates and guiding higher for the current period.

👉 Netflix beat earnings estimates and guided higher for the current period 👉 10 Wall Street firms raised their price targets on Netflix stock 👉 Analysts maintained outperform ratings and price targets 👉 Netflix stock struggled to stay above a buy point

-- #AliciaReece #RossCompton #BartonCrockett #PatrickSeitz #business

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Alicia Reece Ross Compton Barton Crockett Patrick Seitz business mainstream:perspective

4/21/2025

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CHIP GEAR GIANT ASML TOPS Q1 VIEWS, GUIDES LOW ON Q2 SALES

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✍️ ASML, a leading semiconductor equipment maker, beat Q1 estimates but fell short on Q2 sales guidance, causing its stock to drop 4%.

👉 ASML beat Q1 estimates with earnings of $6.80 per share on sales of $8.77 billion 👉 Q2 sales guidance fell short of analyst expectations 👉 ASML stock dropped 4% in early trading

-- #PatrickSeitz #Netherlands #business

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Patrick Seitz Netherlands business mainstream:perspective

4/16/2025

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MACROECONOMIC UNCERTAINTY PRESSURING MICROSOFT, SOFTWARE STOCKS

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✍️ A Wall Street firm cut its price targets on Microsoft and 50 other software stocks due to a weakening macroeconomic outlook.

👉 BofA Securities analysts cut their price targets on Microsoft and 50 other software stocks 👉 Weakening macroeconomic outlook cited as reason for the cut 👉 Expectations for Q2 and the remainder of 2025 lowered due to uncertainty 👉 Microsoft's stock was down a fraction to 384.80

-- #BradSills #NoelleWalsh #PatrickSeitz #business

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Brad Sills Noelle Walsh Patrick Seitz business mainstream:perspective

4/15/2025

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SPOTIFY, IBD STOCK OF THE DAY, KEEPS ON ROCKING AMID ECONOMIC UNCERTAINTY

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✍️ Spotify Technology (SPOT) is the IBD Stock Of The Day, holding up amid Trump tariff turmoil and economic uncertainty, with a double-bottom base and a strong Relative Strength Rating.

👉 Spotify Technology (SPOT) is the IBD Stock Of The Day 👉 Formed a double-bottom base with a buy point of 621.20 👉 Relative Strength line is near its highs 👉 Analysts expect $2.49 a share earnings in the first-quarter earnings report 👉 Revenue expected to rise 23% to $4.77 billion 👉 New initiatives to boost advertising revenue 👉 Rumored to be considering a higher-priced service level for 'super fans'

-- #DougCreutz #MarkMahaney #PatrickSeitz #business

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Doug Creutz Mark Mahaney Patrick Seitz business mainstream:perspective

4/14/2025

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TAIWAN SEMICONDUCTOR STOCK REBOUNDS AFTER 4-DAY SLIDE

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✍️ Taiwan Semiconductor Manufacturing (TSM) stock surged 12.3% after a 4-day losing streak, as President Trump announced a 90-day pause on new tariffs for over 75 countries, excluding China.

👉 TSM stock surged 12.3% after a 4-day losing streak 👉 President Trump announced a 90-day pause on new tariffs for over 75 countries, excluding China 👉 TSM faces a potential fine of $1 billion or more to settle a U.S. export control investigation over a chip made for Huawei 👉 TSM's next catalyst will be its March sales report, due out Thursday

-- #PresidentDonaldTrump #PatrickSeitz #Taiwan #China #UnitedStates #Arizona #business

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President Donald Trump Patrick Seitz Taiwan China United States Arizona business mainstream:perspective

4/11/2025

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BROADCOM STOCK GETS BOOST FROM SHARE BUYBACK PLAN

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✍️ Broadcom's stock rose after announcing a $10 billion share repurchase authorization, while Marvell Technology sold its noncore automotive ethernet business to Infineon for $2.5 billion.

👉 Broadcom announces $10 billion share repurchase authorization 👉 Marvell Technology sells noncore automotive ethernet business to Infineon for $2.5 billion 👉 Broadcom's CEO views the stock as the best acquisition opportunity at its current price

-- #HockTan #RossSeymore #JordanKlein #MattMurphy #KevinCassidy #PatrickSeitz #PaloAlto,Calif. #technology

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Hock Tan Ross Seymore Jordan Klein Matt Murphy Kevin Cassidy Patrick Seitz Palo Alto, Calif.technology

4/10/2025

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TRUMP TARIFFS SPARK 'DEMAND DESTRUCTION' CONCERN FOR ELECTRONICS

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✍️ The Trump tariffs are causing demand destruction in the tech industry, leading to higher prices and potentially lower sales for companies like Apple and Nvidia.

👉 Demand destruction is a concern for tech companies like Apple and Nvidia 👉 Higher prices due to tariffs could lead to lower sales 👉 Companies may pass on increased costs to consumers and enterprise customers 👉 Analysts remain optimistic about the long-term prospects of these companies

-- #DanielIves #StacyRasgon #RajJoshi #AmitDaryanani #EdisonLee #KarolineLeavitt #PatrickSeitz #China #U.S. #technology

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Daniel Ives Stacy Rasgon Raj Joshi Amit Daryanani Edison Lee Karoline Leavitt Patrick Seitz China

4/9/2025

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NETFLIX VIEWERSHIP GETS LATE Q1 LIFT FROM HIT SHOW 'ADOLESCENCE'

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✍️ Netflix's first-quarter report is expected to be positive, with data points supporting the internet television network's strength, despite a decline in stock price.

👉 Netflix's 'Adolescence' has increased viewership by 9% year over year 👉 The company will no longer report subscriber numbers, focusing on revenue and operating margin 👉 Analysts remain optimistic, with positive indications from consumer surveys

-- #BartonCrockett #MarkMahaney #PatrickSeitz #business

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Barton Crockett Mark Mahaney Patrick Seitz business mainstream:perspective

3/31/2025

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NETFLIX, IBD STOCK OF THE DAY, HOVERS IN BUY ZONE AFTER Q4 BEAT

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✍️ Netflix stock is holding tight in a buy zone after its post-earnings breakout, unaffected by tariffs.

👉 Netflix stock is holding in a buy zone after its post-earnings breakout 👉 The stock broke out of a flat base at a buy point of 941.75 👉 Netflix is unaffected by tariffs, despite an overall down day for stocks 👉 Analysts expect year-over-year growth of 9% in earnings and 12% in revenue

-- #GuillermodelToro #BenAffleck #MattDamon #DanielCraig #PatrickSeitz #business

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Guillermo del Toro Ben Affleck Matt Damon Daniel Craig Patrick Seitz business mainstream:perspective

2/3/2025

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SPOTIFY, IBD STOCK OF THE DAY, IS ACTIONABLE AFTER NEW YEAR'S BOUNCE

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✍️ Spotify Technology (SPOT) is the IBD Stock Of The Day after bouncing off its 50-day moving average line, making it actionable after clearing a nearly monthlong downtrend.

👉 Spotify stock bounced off its 50-day moving average line 👉 Needs another week to form a flat base 👉 Buy point of 506.47 👉 Analysts expect $2.07 a share earnings in Q4 👉 Adding 7.9 million premium subscribers in Q4 👉 Total monthly active users expected to reach 664 million in 2024

-- #BenjaminSwinburne #JessicaReifEhrlich #PatrickSeitz #business

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Benjamin Swinburne Jessica Reif Ehrlich Patrick Seitz business mainstream:perspective

1/3/2025

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NVIDIA, IBD STOCK OF THE DAY, OFFERS EARLY BUY POINT AS IT CROSSES KEY LEVELS

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✍️ Nvidia (NVDA) stock rises above its 50-day moving average line, forming a double-bottom base with a buy point of 146.54.

👉 Nvidia stock rises above its 50-day moving average line 👉 Forms a double-bottom base with a buy point of 146.54 👉 Breaks a downward trendline 👉 Analysts are optimistic about the company's upcoming announcements

-- #JensenHuang #MattBryson #JosephMoore #PatrickSeitz #LasVegas #SanJose,Calif. #business

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Jensen Huang Matt Bryson Joseph Moore Patrick Seitz Las Vegas San Jose, Calif.business mainstream:perspective

12/24/2024

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ANALYST MOVES THE STICKS FOR NETFLIX STOCK BEFORE NFL GAMES

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✍️ Netflix stock receives a price-target hike ahead of the company's live programming test, including two NFL games on Christmas Day.

👉 Netflix stock has historically peaked around nine times enterprise value to next 12 months revenue, where shares are now. 👉 Patterson believes NFLX can outperform the S&P 500 into 2025 due to moderating competitive intensity, live events driving engagement, and revenue and EPS growth holding up better than peers. 👉 Netflix is spending heavily to add live content, including reportedly paying $150 million to air this year's two Christmas football games.

-- #JustinPatterson #Beyoncé #PatrickSeitz #JakePaul #MikeTyson #KansasCity #Pittsburgh #Baltimore #Houston #UnitedStates #business

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Justin Patterson Beyoncé Patrick Seitz Jake Paul Mike Tyson Kansas City Pittsburgh Baltimore

12/24/2024

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AI FUELING DUOLINGO'S NEXT GROWTH PHASE, ANALYST SAYS

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✍️ Duolingo stock received a price-target hike from an analyst who is bullish on the company's language learning app, citing its use of generative AI chatbots.

👉 Duolingo stock received a price-target hike from analyst Ryan MacDonald 👉 MacDonald reiterated his buy rating and increased his target price to $385 👉 Duolingo is using generative AI chatbots to teach languages 👉 The company's total addressable market is huge, with an estimated 1.5 billion people worldwide learning to speak English

-- #RyanMacDonald #PatrickSeitz #technology

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Ryan MacDonald Patrick Seitz technology mainstream:perspective

12/21/2024

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NVIDIA, AI CHIP STOCKS GET LIFT FROM BULLISH MORGAN STANLEY REPORT

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✍️ Morgan Stanley issues a bullish report on artificial intelligence chipmakers, naming Nvidia as its top pick for 2025 and raising price targets on other AI chip stocks.

👉 Nvidia named as top pick for 2025 👉 Price targets raised on AI chip stocks Astera Labs, Broadcom, and Marvell 👉 Concerns about slowing demand for current-generation products and possible delays for next-generation products 👉 Growing demand for AI chips in data centers and hyperscale cloud service providers

-- #JosephMoore #JensenHuang #PatrickSeitz #LasVegas #technology

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Joseph Moore Jensen Huang Patrick Seitz Las Vegas technology mainstream:perspective

12/20/2024

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ACCENTURE TOPS QUARTERLY TARGETS BUT LOWERS EARNINGS OUTLOOK

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✍️ Accenture beats Q1 earnings targets, but cuts full-year outlook

👉 Accenture beats Q1 earnings targets 👉 Cuts full-year earnings outlook 👉 Raises revenue forecast for fiscal 2025 👉 Stock rises about 6% in early trading

-- #PatrickSeitz #business

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Patrick Seitz business mainstream:perspective

12/19/2024

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SUPERMICRO STOCK FALLS AS NASDAQ 100 DUMPS AI DATA CENTER SPECIALIST

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✍️ Super Micro Computer (SMCI) stock fell 8.3% after being dropped from the Nasdaq 100 index, despite its customers sticking with the company.

👉 SMCI stock fell 8.3% after being dropped from the Nasdaq 100 index 👉 The company's customers appear to be sticking with Supermicro amid its struggles 👉 Supermicro has been dogged by accounting and financial reporting issues 👉 The company has yet to file its reports for the fiscal year ended June 30 and the quarter ended September 30 with the U.S. Securities and Exchange Commission

-- #PatrickSeitz #SanJose,California #business

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Patrick Seitz San Jose, California business mainstream:perspective

12/16/2024

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SOUNDHOUND CALLED 'UNDERAPPRECIATED PURE PLAY AI COMPANY'

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✍️ SoundHound AI's stock price target is increased by Wedbush Securities analyst Daniel Ives, citing the company's growth potential in the AI market.

👉 Wedbush Securities analyst Daniel Ives reiterated his outperform rating on SoundHound stock and increased his price target to 22. 👉 SoundHound's technology is used in vehicles from Hyundai, Kia, and Genesis, as well as in restaurants such as Chipotle and Applebee's. 👉 The company is expected to expand its total addressable market and growth trajectory in 2025. 👉 SoundHound is likely to expand into e-commerce markets in 2025. 👉 SoundHound has a partnership with Nvidia to bring generative AI voice technology to the edge of networks.

-- #DanielIves #PatrickSeitz #SantaClara,California #technology

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Daniel Ives Patrick Seitz Santa Clara, California technology mainstream:perspective

12/16/2024

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ADOBE STOCK DROPS ON DISAPPOINTING 2025 OUTLOOK

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✍️ Adobe beats Q4 targets, but misses 2025 guidance, causing stock to fall

👉 Adobe beats Q4 earnings targets with $4.81 per share 👉 Sales of $5.61 billion, up 11% year-over-year 👉 2025 guidance misses expectations, with earnings of $20.35 per share and sales of $23.43 billion 👉 Stock falls over 7% in after-hours trading

-- #ShantanuNarayen #DanDurn #PatrickSeitz #business

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Shantanu Narayen Dan Durn Patrick Seitz business mainstream:perspective

12/12/2024

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NETFLIX STOCK GETS PRICE-TARGET HIKES AS SHARES SURGE TO RECORD HEIGHTS

https://media.zenfs.com/en/ibd.com/ba357280bd28a422c38866d92ffbc64b

✍️ Wall Street analysts continue to boost Netflix's stock price following the success of its recent live boxing match featuring Jake Paul vs. Mike Tyson.

👉 Netflix's stock price has been boosted by the success of its recent live boxing match 👉 Several Wall Street analysts have increased their price targets for the company's stock 👉 The match drew over 60 million households and demonstrated Netflix's ability to aggregate global reach at scale for live events 👉 Netflix's ability to drive growth in advertising and its upcoming live programming are seen as positives for the company

-- #JessicaReifEhrlich #JeffreyWlodarczak #JakePaul #MikeTyson #PatrickSeitz #technology

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Jessica Reif Ehrlich Jeffrey Wlodarczak Jake Paul Mike Tyson Patrick Seitz technology other:perspective

11/22/2024

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VERTIV STOCK RISES SHARPLY AFTER INVESTOR EVENT

https://media.zenfs.com/en/ibd.com/e78b422298241411d481a75cccf7e92c

✍️ Vertiv impressed Wall Street with its long-term outlook, leading to a surge in its stock price.

👉 Vertiv held an investor event and reaffirmed its targets for 2024 👉 Provided a sales outlook for 2025 that exceeded consensus estimates 👉 Raised its long-term sales growth and profit margin targets through 2029 👉 Vertiv stock jumped over 10% to an all-time high 👉 At least six Wall Street analysts raised their price targets

-- #AmitDaryanani #NoahKaye #MichaelElias #PatrickSeitz #Westerville,Ohio #Atlanta #mainstream #business

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Amit Daryanani Noah Kaye Michael Elias Patrick Seitz Westerville, Ohio Atlanta mainstream business

11/19/2024

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NETFLIX STOCK GETS PRICE-TARGET HIKES ON LIVE SPORTS POTENTIAL

https://media.zenfs.com/en/ibd.com/e600e2075e84d0d33dd5ffb9451ace47

✍️ Several Wall Street analysts raised their price targets on Netflix stock after its successful streaming of the Jake Paul vs. Mike Tyson boxing match, with over 60 million households watching the event.

👉 Netflix stock jumped 2.8% after the event 👉 At least three Wall Street firms raised their price targets on Netflix stock 👉 Netflix will broadcast two NFL football games on Christmas Day this year and at least one game in 2025 and 2026 👉 Netflix will begin broadcasting the WWE's 'Raw' program in January

-- #JamesHeaney #AliciaReese #KennethLeon #PatrickSeitz #Beyonce #MikeTyson #JakePaul #Houston #Baltimore #UnitedStates #mainstream #business

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James Heaney Alicia Reese Kenneth Leon Patrick Seitz Beyonce Mike Tyson Jake Paul Houston

11/19/2024

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SUPER MICRO STOCK JUMPS AS DATA CENTER FIRM PREPS PLAN TO AVOID DELISTING

https://media.zenfs.com/en/ibd.com/dad07d96a46e41dde00adba42d100c1d

✍️ Super Micro Computer is expected to file a plan with Nasdaq to avoid being delisted, causing its stock to surge.

👉 Super Micro Computer is expected to file a plan with Nasdaq to avoid being delisted 👉 The company's stock surged on the news, but is off its intraday highs 👉 Super Micro is delinquent in filing financial reports for its fiscal year ended June 30 and for the first quarter of fiscal 2025 👉 The company is hiring a new auditor after its previous accounting firm quit due to concerns about financial reporting

-- #PatrickSeitz #SanJose,Calif. #mainstream #business

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Patrick Seitz San Jose, Calif.mainstream business mainstream:perspective

11/18/2024

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SUPER MICRO STOCK IN SPOTLIGHT AS DELISTING DEADLINE NEARS

https://media.zenfs.com/en/ibd.com/e846d2d30ed302b77c08f5f69e5c1df3

✍️ Super Micro Computer faces a deadline to file a plan with Nasdaq to regain compliance with financial reporting requirements or risk delisting from the exchange.

👉 Super Micro Computer faces a deadline to file a plan with Nasdaq to regain compliance with financial reporting requirements 👉 The company's stock has fallen significantly due to a series of issues 👉 Accounting manipulation allegations, missed earnings estimates, and delays in filing its annual report have contributed to the decline 👉 Analysts are cautious about the company's prospects due to uncertainty around its financial reporting

-- #MattBryson #PatrickSeitz #SanJose,California #mainstream #business

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Matt Bryson Patrick Seitz San Jose, California mainstream business mainstream:perspective

11/15/2024

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NVIDIA DISCLOSES STAKE IN APPLIED DIGITAL, KEEPS ARM, SOUNDHOUND STAKES

https://media.zenfs.com/en/ibd.com/eae4fcd2d48ecda7b25f0c74e0902fe2

✍️ Nvidia has invested in Applied Digital, a digital infrastructure solutions provider, with a 3% stake in the company.

👉 Nvidia has invested in Applied Digital with a 3% stake in the company 👉 Applied Digital designs and operates next-generation data centers and cloud infrastructure 👉 Nvidia's stake in APLD is its second biggest holding after Arm Holdings

-- #PatrickSeitz #Dallas #neutral #technology

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Patrick Seitz Dallas neutral technology neutral:perspective

11/15/2024

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APPLIED MATERIALS TOPS QUARTERLY TARGETS BUT OFFERS MIXED GUIDE. AMAT STOCK FALLS.

https://media.zenfs.com/en/ibd.com/d1c8a4d40c291b6847eda110533e06ea

✍️ Applied Materials (AMAT) beats Wall Street's targets for its fiscal fourth quarter, but offers mixed guidance for the current period, causing its stock to fall in extended trading.

👉 Applied Materials beats Wall Street's targets for its fiscal fourth quarter 👉 Mixed guidance for the current period causes stock to fall 👉 Stock falls more than 2% in extended trading 👉 Company's stock had risen 1.8% during the regular session

-- #PatrickSeitz #SantaClara,California #mainstream #business

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Patrick Seitz Santa Clara, California mainstream business mainstream:perspective

11/14/2024

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NVIDIA STOCK IN FOCUS AS ANALYSTS BOOST PRICE TARGETS FOR AI CHIP GIANT

https://media.zenfs.com/en/ibd.com/03d1886b5651ce32bdc622a9bb9fa9ca

✍️ Nvidia is expected to report strong fiscal third-quarter results, with analysts raising their price targets on the company's stock.

👉 Analysts expect Nvidia's sales to rise 82% year over year to $33.04 billion in the third quarter. 👉 Analysts see earnings increasing 88% to 75 cents a share. 👉 Nvidia's Q4 guidance will include the first quarter of sales of its next-generation AI processor, Blackwell. 👉 At least five research firms raised their price targets on Nvidia stock.

-- #ChristopherRolland #SriniPajjuri #PatrickSeitz #mainstream #technology

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Christopher Rolland Srini Pajjuri Patrick Seitz mainstream technology mainstream:perspective

11/14/2024

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SOUNDHOUND STOCK IN DOGHOUSE DESPITE POSITIVE Q3 REPORT

https://media.zenfs.com/en/ibd.com/7b0dae207d0349f6931fb2f8d285482b

✍️ SoundHound AI's stock fell despite delivering a beat-and-raise third-quarter report, with one analyst downgrading the stock on valuation.

👉 SoundHound AI's Q3 sales rose 89% year over year to $25.1 million 👉 The company lost 6 cents a share in the period, vs. a loss of 9 cents a share a year earlier 👉 SoundHound guided to 82% growth in sales for 2025 👉 One analyst downgraded the stock on valuation, while another reiterated a buy rating

-- #GlennMattson #GilLuria #PatrickSeitz #mainstream #business

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Glenn Mattson Gil Luria Patrick Seitz mainstream business mainstream:perspective

11/13/2024

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NETFLIX STOCK SURFS TO RECORD HIGH ON ADVERTISING BUSINESS GROWTH

https://media.zenfs.com/en/ibd.com/ec137aa1122436b713e1c6bd0f6a92df

✍️ Netflix stock reached a new record high after reporting a significant increase in users for its ad-supported service, with 70 million monthly active users.

👉 Netflix stock reached a new record high after reporting a significant increase in users for its ad-supported service. 👉 The company has 70 million monthly active users for its ad-supported service, up from 40 million in May. 👉 The company's lower-priced ad service tier is tracking well ahead of analyst expectations. 👉 Netflix is developing in-house advertising technology.

-- #AmyReinhard #BrianPitz #PatrickSeitz #mainstream #business

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Amy Reinhard Brian Pitz Patrick Seitz mainstream business mainstream:perspective

11/12/2024

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SOUNDHOUND AI STOCK ON WILD RIDE AHEAD OF Q3 REPORT

https://media.zenfs.com/en/ibd.com/fde0efb851c5c6b842e8c8f1e92a621a

✍️ SoundHound AI's stock experienced a rollercoaster ride ahead of its third-quarter report, jumping in early trades before dropping in midmorning trades.

👉 SoundHound AI's stock jumped in early trades before dropping in midmorning trades 👉 Company to release Q3 results after market close on Tuesday 👉 Analysts expect loss of 7 cents a share on sales of $23 million 👉 SoundHound's technology used in call centers, restaurant drive-thrus, cars, and televisions

-- #PatrickSeitz #SantaClara,Calif. #China #mainstream #business

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Patrick Seitz Santa Clara, Calif.China mainstream business mainstream:perspective

11/12/2024

npub1vap2usg…grwc3n

NVIDIA STOCK CALLED 'MUST-OWN,' 'ONCE-IN-A-LIFETIME OPPORTUNITY'

https://media.zenfs.com/en/ibd.com/0682fdd5dad13df00d702863d79378a1

✍️ Nvidia's stock received price-target increases from two Wall Street analysts, who praised the company's opportunity in artificial intelligence.

👉 Analysts Ben Reitzes and Harsh Kumar raised their price targets for Nvidia stock 👉 Reitzes called Nvidia stock a 'once-in-a-lifetime opportunity' due to its exposure to the AI megatrend 👉 Kumar said Nvidia is 'well-positioned' to capture a lion's share of the market for AI accelerators 👉 The company's next potential catalyst will be its fiscal third-quarter report on November 20

-- #BenReitzes #HarshKumar #PatrickSeitz #mainstream #business

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Ben Reitzes Harsh Kumar Patrick Seitz mainstream business mainstream:perspective

11/11/2024