Broadcom Inc. (NASDAQ:AVGO) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, Counterpoint Research reiterated that Broadcom Inc (NASDAQ:AVGO) leads the competition and is expected to remain the top AI server compute ASIC design partner. The research firm expects the company’s market share in the segment to rise to 60% by 2027 despite emerging competition from the Google-MediaT...
Broadcom Inc. (NASDAQ:AVGO) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, Counterpoint Research reiterated that Broadcom Inc (NASDAQ:AVGO) leads the competition and is expected to remain the top AI server compute ASIC design partner. The research firm expects the company’s market share in the segment to rise to 60% by 2027 despite emerging competition from the Google-MediaTek alliance. Broadcom’s edge in the segment will come from AI server compute ASIC shipments among hyperscalers, which will triple between 2024 and 2027. The growth will come amid surging demand for Google’s Tensor Processing Unit (TPU) infrastructure supporting Gemini, continued scaling of AWS Trainium clusters, and volume ramps from Meta Platforms. The AI server compute ASIC shipments are increasingly shifting from a monopoly dominated by Google and Amazon Web Services. Broadcom has already positioned itself to take on the two companies as we move into a more diversified landscape in 2027. On January 26, JPMorgan analysts released their monthly top tech stock picks, spotlighting semiconductors and infrastructure software, with Broadcom highlighted for its diverse portfolio in wireless, broadband, networking, and storage. Wells Fargo upgraded Broadcom to Overweight as the company issued $4.5 billion in senior notes, while Goldman Sachs reiterated its preference for Broadcom alongside Nvidia, citing its strong positioning to benefit from AI infrastructure spending and networking technology trends. Broadcom Inc. (NASDAQ:AVGO) is a leading global technology company that designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions. Operating in sectors like data centers, networking, software, broadband, and wireless, Broadcom provides critical components for AI, cloud computing, and telecommunications. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less do...
NVIDIA Corporation (NASDAQ:NVDA) is one of the best Nancy Pelosi Stocks to buy in 2026. On January 30, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s planned $100 billion investment in OpenAI has hit a snag, with internal doubts at the chipmaker leading both companies to reassess the scope of the partnership. The deal, which was first announced in September, was intended to provide OpenA...
NVIDIA Corporation (NASDAQ:NVDA) is one of the best Nancy Pelosi Stocks to buy in 2026. On January 30, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s planned $100 billion investment in OpenAI has hit a snag, with internal doubts at the chipmaker leading both companies to reassess the scope of the partnership. The deal, which was first announced in September, was intended to provide OpenAI with access to Nvidia’s advanced chips and funding to maintain its AI edge. However, Nvidia CEO Jensen Huang stressed that the agreement was non-binding, citing concerns over OpenAI’s business discipline and growing competition from rivals such as Google and Anthropic. The Wall Street Journal added that discussions have shifted toward a smaller equity investment in the range of tens of billions as part of OpenAI’s ongoing funding round. Meanwhile, Amazon is reportedly in talks to invest as much as $50 billion, with OpenAI seeking up to $100 billion in total funding. This could value the company at around $830 billion. While Nvidia has long been OpenAI’s preferred partner, its future role remains uncertain in the midst of the fierce competition among Big Tech for AI dominance. On January 20, Moody’s upgraded NVIDIA Corporation senior unsecured rating to Aa1, affirming a significant evolution in the company’s financial position. The ratings firm also echoed the company’s positive outlook amid expected upward mobility, which solidifies its position in the artificial intelligence sector. The upgrade comes from Nvidia, strengthening its competitive edge and position in the data center ecosystem on the back of robust liquidity. It already boasts leading graphics processing units and proprietary software. Meanwhile, reports indicate that Nvidia could move its semiconductor production to Intel as US companies respond to mounting political pressure and manufacturing mandates. NVIDIA Corporation (NASDAQ:NVDA) designs and sells advanced Graphics Processing Units (GPUs) and AI-focuse...
The race is on to make humanoid robots. Elon Musk announced Wednesday that Tesla is shutting down production of two electric car models and converting a California plant to build the Optimus robot . But while Tesla tries to get up to speed, rivals in China have already ramped up deliveries and entered talks for global partnerships in humanoid development . The result is growing demand for parts. "...
The race is on to make humanoid robots. Elon Musk announced Wednesday that Tesla is shutting down production of two electric car models and converting a California plant to build the Optimus robot . But while Tesla tries to get up to speed, rivals in China have already ramped up deliveries and entered talks for global partnerships in humanoid development . The result is growing demand for parts. "Component suppliers will be first to profit from the industry's nascent growth," Morgan Stanley analysts said in a Jan. 21 report, ahead of Musk's announcement. Production over sales "Production is likely to be materially larger than sales at this stage," the investment bank's analysts said, "as the major players are producing robots internally for training and verification, indicating the component market could reach scalable production earlier than previously thought." Shanghai-listed Leaderdrive, one of Morgan Stanley's preferred humanoid parts stocks, closed more than 7.5% higher Friday after slight gains Thursday. The robotics company late Thursday preannounced that 2025 net profit more than doubled to at least 58.8 million yuan ($8.46 million). Leaderdrive said in a filing that in the "smart robot" sector, leading clients are moving from the research stage to small-scale production, adding that that it is deepening talks with unnamed overseas partners. "Leaderdrive is expected to benefit most from humanoids," the Morgan Stanley analysts said, predicting the company will generate 30% of its revenue next year from robots, up from 25% in 2026 and 15% last year. Forecast doubled Morgan Stanley in January doubled its forecast for China humanoid sales this year, to 28,000 units, up from 14,000 predicted as recently as December. Musk said at the World Economic Forum in Davos, Switzerland this month that he plans to sell Optimus robots to the public by the end of 2027, and plans to ultimately produce 1 million humanoid robots a year. Morgan Stanley's other preferred humanoid ...
RealPeopleGroup/E+ via Getty Images This actively managed ETF on the financial segment in the most recent period has generated positive alpha compared to the S&P 500 financials, one of the most used indexes as a reference for the financial segment. I’m talking about the Davis Select Financial ETF ( DFNL ), a solution that today I go back to looking at with pleasure, also in view of a financial seg...
RealPeopleGroup/E+ via Getty Images This actively managed ETF on the financial segment in the most recent period has generated positive alpha compared to the S&P 500 financials, one of the most used indexes as a reference for the financial segment. I’m talking about the Davis Select Financial ETF ( DFNL ), a solution that today I go back to looking at with pleasure, also in view of a financial segment that, in my opinion, is well positioned in terms of valuations and expectations. But before getting into the heart of the situation … What is DFNL DFNL is an active ETF, part of the Davis Fundamental ETF Trust , with an AUM of ~$467 mln. The fund is focused exclusively on the financial sector and uses the S&P 500 Financials as a reference, even though it presents itself as a benchmark-agnostic ETF (it does not replicate, and it does not optimize tracking error). In this sense, the objective is clear: long-term growth of capital (not income, not a dividend strategy). DFNL - Profile (Seeking Alpha) The fund’s expense ratio is 0.63% , to which is added a 30-day median bid-ask spread of 0.23% that should not be underestimated: overall, this results in a cost that could impact performance. At this point, attention turns to management, led by Chris Davis, a manager with 36 years of track record. Holding Distribution The selection process results in 31 holdings , where the top 10 account for about 46% of the fund, even though there is no dominant position (>10%). DFNL - profile (Seeking Alpha) By schematizing the distribution, we note that the segment with the largest capitalization in the ETF is banking (~42%), followed by financial services at ~38% and insurance at ~18%. The overweighting of the banking segment relative to the index is driven by a management choice to apparently favor certain stocks and underweight others. Specifically, from my reading of the holding composition, one thing emerges that, in my honest and humble opinion, can be summarized as follows: Overweig...
Watford head coach Javi Gracia has resigned after just over three months in the job following their 2-0 defeat by Swansea City. Gracia, who only returned for a second spell at Vicarage Road in October, called for a meeting with club owner Gino Pozzo following Saturday's loss, saying the team were in a "very difficult moment". "We retain the belief Javi was the right man to lead the club towards it...
Watford head coach Javi Gracia has resigned after just over three months in the job following their 2-0 defeat by Swansea City. Gracia, who only returned for a second spell at Vicarage Road in October, called for a meeting with club owner Gino Pozzo following Saturday's loss, saying the team were in a "very difficult moment". "We retain the belief Javi was the right man to lead the club towards its push for promotion, but Javi felt he no longer had the motivation and was not the right man to continue coaching this exciting group of young players," a club statement said., external "We respect his decision and accept his wish to leave Vicarage Road with immediate effect." Gracia departs with Watford in 10th place in the Championship, four points adrift of the top six and with an away trip to third placed Hull City on Tuesday. Charlie Daniels, Dan Gosling and Adrian Mariappa are set to take over the reins for the trip to face the Tigers.
Key Points The Schwab U.S. Dividend Equity ETF holds 100 high-quality, high-yielding dividend stocks. Its holdings have excellent records of increasing their dividends. This ETF can help me achieve my passive income goal. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › My top financial goal is to grow my passive income to the point where it can cover my basic living expenses. I've ...
Key Points The Schwab U.S. Dividend Equity ETF holds 100 high-quality, high-yielding dividend stocks. Its holdings have excellent records of increasing their dividends. This ETF can help me achieve my passive income goal. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › My top financial goal is to grow my passive income to the point where it can cover my basic living expenses. I've found that investing in exchange-traded funds (ETFs) can help me make progress toward that goal. One of my favorite ETFs for generating passive income is the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD). I plan to continue loading up on shares this February. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The Schwab U.S. Dividend Equity ETF has a very simple strategy. It tracks the Dow Jones U.S. Dividend 100 Index, which aims to measure the performance of 100 high-quality, high-yielding dividend stocks. The fund screens companies based on several dividend quality characteristics, including yield and five-year dividend growth rate. Over the last 12 months, the ETF's distribution yield has averaged 3.8%. That's more than three times higher than the S&P 500's dividend yield (1.1%). To put that into perspective, every $100 I invest in the fund would generate about $3.80 in annual dividend income, compared to only around $1.10 from a similar investment in an S&P 500 index fund. The Schwab U.S. Dividend Equity ETF's current holdings have grown their dividends by an average of more than 8% per year over the past five years. That's much faster than the S&P 500's dividend growth rate of 5%. This ETF can provide me with an attractive, steadily growing stream of passive dividend income. As a result, it should enable me to achieve my passive income target even sooner. On top of that, the earnings and dividend growth of the underlying companies steadily increase the ETF's share price. This income ...
Given that online shopping is a durable secular trend, it makes sense why investors want to allocate capital to this sector. The rise of online shopping has been one of the most notable secular trends that has shaped our economy in the past couple of decades. Advancements in internet speeds, as well as greater adoption of smartphones, certainly paved the way for the e-commerce sector to thrive. Th...
Given that online shopping is a durable secular trend, it makes sense why investors want to allocate capital to this sector. The rise of online shopping has been one of the most notable secular trends that has shaped our economy in the past couple of decades. Advancements in internet speeds, as well as greater adoption of smartphones, certainly paved the way for the e-commerce sector to thrive. The industry's growth is set to continue, as physical retail still commands the vast majority of spending in the U.S. Investors looking to put money to work behind this tailwind might want to consider this historically cheap e-commerce stock. Hint: It's not Amazon. The market is offering this company's shares on sale Amazon is regarded as the dominant player in online shopping, as it sells what seems like an unlimited number of product categories at low prices and with fast and free delivery. It's hard to beat that setup. However, it's Etsy (ETSY 3.72%) whose shares are dirt cheap right now. The stock trades at a price-to-sales ratio of 2.3. In the past 10 years, its valuation has rarely been at a more attractive point. Operating with a focused strategy If there's a single reason that investors should be interested in Etsy, it's because the business has cornered the market for unique, handcrafted, and vintage goods, helping it differentiate itself from Amazon. A survey conducted in 2023 revealed that 83% of Etsy buyers agreed that its marketplace had items they can't find anywhere else. Etsy's business model also aims to be asset-light. It doesn't purchase inventory, invest in warehouses, or pay for delivery drivers and trucks. It simply operates the technological platform that connects 86.6 million active buyers with 5.5 million active sellers across the world. As a result, there is a network effect at play. More users naturally boost the value proposition. Buyers will have more places to shop. And sellers will be able to target a larger potential customer base. Expand NYSE ...
Mediolanum International Funds Ltd lifted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 7.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 343,234 shares of the company's stock after purchasing an additional 24,208 shares during the quarter. Palantir Technologies accounts for approximately 0.6% ...
Mediolanum International Funds Ltd lifted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 7.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 343,234 shares of the company's stock after purchasing an additional 24,208 shares during the quarter. Palantir Technologies accounts for approximately 0.6% of Mediolanum International Funds Ltd's holdings, making the stock its 26th largest position. Mediolanum International Funds Ltd's holdings in Palantir Technologies were worth $61,391,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors have also modified their holdings of PLTR. Briaud Financial Planning Inc bought a new stake in shares of Palantir Technologies during the 2nd quarter worth about $27,000. LFA Lugano Financial Advisors SA acquired a new position in shares of Palantir Technologies during the second quarter valued at approximately $27,000. Frazier Financial Advisors LLC bought a new stake in Palantir Technologies during the second quarter worth approximately $28,000. Delos Wealth Advisors LLC acquired a new stake in Palantir Technologies in the second quarter worth approximately $29,000. Finally, Zeit Capital LLC bought a new position in Palantir Technologies during the 2nd quarter valued at $30,000. 45.65% of the stock is currently owned by institutional investors. Get Palantir Technologies alerts: Sign Up Insider Activity In related news, insider Ryan D. Taylor sold 36,048 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.36, for a total value of $5,852,753.28. Following the completion of the sale, the insider directly owned 251,409 shares of the company's stock, valued at approximately $40,818,765.24. This represents a 12.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is acc...
Mutual Advisors LLC grew its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 29.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 74,471 shares of the company's stock after acquiring an additional 16,833 shares during the quarter. Mutual Advisors LLC's holdings in Palantir Technologies were worth $13,441,00...
Mutual Advisors LLC grew its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 29.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 74,471 shares of the company's stock after acquiring an additional 16,833 shares during the quarter. Mutual Advisors LLC's holdings in Palantir Technologies were worth $13,441,000 as of its most recent SEC filing. A number of other hedge funds have also recently modified their holdings of PLTR. Financial Consulate Inc. acquired a new stake in Palantir Technologies during the third quarter worth $30,000. Retirement Wealth Solutions LLC purchased a new position in shares of Palantir Technologies during the 3rd quarter worth $31,000. Flagship Wealth Advisors LLC acquired a new stake in shares of Palantir Technologies during the 3rd quarter worth about $32,000. Marquette Asset Management LLC purchased a new stake in Palantir Technologies in the 3rd quarter valued at about $34,000. Finally, Millstone Evans Group LLC raised its holdings in Palantir Technologies by 98.0% in the 3rd quarter. Millstone Evans Group LLC now owns 198 shares of the company's stock valued at $36,000 after buying an additional 98 shares during the period. Hedge funds and other institutional investors own 45.65% of the company's stock. Get Palantir Technologies alerts: Sign Up Insider Transactions at Palantir Technologies In related news, insider David A. Glazer sold 9,000 shares of Palantir Technologies stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $185.91, for a total value of $1,673,190.00. Following the completion of the transaction, the insider owned 413,639 shares in the company, valued at $76,899,626.49. The trade was a 2.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Jeffrey ...
After a relatively sluggish start to 2026, Nvidia (NASDAQ:NVDA) shares finally seem ready to pick up traction. Just when it seemed like the GPU titan was about to lead the Magnificent Seven lower, shares went on to gain close to 8% from their past-month lows. With shares now slightly in the green on the year, ... Why I’m Optimistic About NVIDIA as Jensen Huang Visits China
After a relatively sluggish start to 2026, Nvidia (NASDAQ:NVDA) shares finally seem ready to pick up traction. Just when it seemed like the GPU titan was about to lead the Magnificent Seven lower, shares went on to gain close to 8% from their past-month lows. With shares now slightly in the green on the year, ... Why I’m Optimistic About NVIDIA as Jensen Huang Visits China
Investors need to get ready for a deluge of corporate results this week. More than 110 companies in the S & P 500 are set to report, making it the busiest week of the fourth-quarter earnings season. Among the companies scheduled to post their latest financials are Amazon, Google-parent Alphabet and Disney. The season thus far has been strong. FactSet data shows that 77% of the companies that poste...
Investors need to get ready for a deluge of corporate results this week. More than 110 companies in the S & P 500 are set to report, making it the busiest week of the fourth-quarter earnings season. Among the companies scheduled to post their latest financials are Amazon, Google-parent Alphabet and Disney. The season thus far has been strong. FactSet data shows that 77% of the companies that posted Q4 results exceeded earnings estimates. John Butters, senior earnings analyst at FactSet also noted the S & P 500 is on track for a fifth straight quarter of double-digit earnings growth. He pointed out Friday that bottom-line expansion for the index is tracking at around 11.9%. Below is a breakdown of some of the key companies set to report next week. All times ET. Monday Disney is set to report earnings in the premarket, with a call slated for 8:30 a.m. Last quarter: DIS fell 7% after posting mixed fiscal fourth-quarter results in November. This quarter: Analysts expect the theme park and media giant's bottom line fell around 10%, LSEG data shows. What to watch: Deutsche Bank analyst Bryan Kraft highlighted theme parks as a potential sore spot for Disney. "Theme Parks attendance remains a concern in F2026 given the slowdown in leisure travel that began (roughly) in September and was evident in Disney's 4% domestic attendance decline during F4Q. That being said, we see this as a cyclical issue that is arguably priced in at these levels; although Universal's Epic Universe is likely also having a small negative impact on [Walt Disney World], which should wane over time," he said in a note last week. Kraft has a buy rating on shares. What history shows: Disney shares fell after three of the last four earnings releases. Palantir Technologies is set to report earnings after the closing bell. A call with management is set for 5 p.m. Last quarter: PLTR topped estimates and boosted Q4 guidance . This quarter: The data integration and analytics platform's earnings and revenue are...
Microsoft Corporation (NASDAQ:MSFT) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, CEO Satya Nadella reiterated that Microsoft Corporation (NASDAQ:MSFT) is one of the beneficiaries of the AI expansion. Early investments in OpenAI and its own products and solutions have enabled the company to build an AI empire larger than some of its franchises. Photo by Matthew Manuel on Un...
Microsoft Corporation (NASDAQ:MSFT) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, CEO Satya Nadella reiterated that Microsoft Corporation (NASDAQ:MSFT) is one of the beneficiaries of the AI expansion. Early investments in OpenAI and its own products and solutions have enabled the company to build an AI empire larger than some of its franchises. Photo by Matthew Manuel on Unsplash The remarks come as the company delivered a 23% increase in net income to $30.9 billion for the three months ended December 2025. Revenue was up 17% to $81.3 billion, exceeding consensus estimates. The better-than-expected results came from capital expenditure, which increased 66% year over year to $37.5 billion, driven by a surge in data center spending as it seeks to capitalize on the AI boom. Nadella has defended the significant spike in Capex, insisting it will be justified as the company’s technology is adopted by businesses. The executive remains committed to AI bets as Azure cloud computing continues to outstrip supply. “We are only at the beginning phases of AI diffusion, and already Microsoft has built an AI business that is larger than some of our biggest franchises,” CEO Satya Nadella said in a statement. Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops, licenses, and supports a wide range of software, hardware, and AI-powered services. Key offerings include Windows, Microsoft 365 productivity apps, Azure cloud services, LinkedIn, and Xbox gaming consoles. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Consumer Goods Stocks Billionaires Are Quietly Buying and Goldman Sachs Penny Stocks: Top 12 Stock Picks. Di...
This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings Many investors have danced around a growing debate on Tesla (TSLA) and its stock for the better part of two years. Should Elon Musk's EV creation be viewed as a car company anymore? Or, should it be view...
This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings Many investors have danced around a growing debate on Tesla (TSLA) and its stock for the better part of two years. Should Elon Musk's EV creation be viewed as a car company anymore? Or, should it be viewed as a pure tech play whose future will depend on humanoid robots, robotaxis, and advanced chip manufacturing? An argument could be made that Tesla's outsized valuation already reflects the view that the company is not an automaker. The stock's forward price-to-earnings ratio of 196 times is more tech growth stock oriented than the single-digit multiples seen at traditional automakers General Motors (GM) and Ford (F). But I am here today to officially call it. As of Feb. 1, 2026, I believe Tesla should no longer be viewed as an automaker. Stop sweating these monthly delivery reports, which will suck for 2026, as they did in 2025. In fact, I think it's reasonable to assume that in under three years, Tesla will no longer make cars and SUVs for passengers. I can see the company making Tesla semitrucks and maybe a few bespoke iterations of the new Roadster for rich people. New Yahoo Scout AI serves up a condensed overview on how an investor should think about Tesla. (Screenshot of Yahoo Scout) · Yahoo Finance The entire company will be humanoid production, robotaxi production, energy production, chipmaking, and whatever else Musk cooks up that ties back to high-margin software. Where does this call come from? The tea leaves Musk dropped this week on his earnings call. Now, let me say this: I loved the more emotional Musk on the Tesla earnings call, loved that he thinks we are entering an age of amazing abundance, and appreciated that he got sad when talking about scrapping the Model S and Model X to cut costs and use their factory lines to make those aforementioned humanoid ro...
This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings Many investors have danced around a growing debate on Tesla (TSLA) and its stock for the better part of two years. Should Elon Musk's EV creation be viewed as a car company anymore? Or, should it be view...
This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings Many investors have danced around a growing debate on Tesla (TSLA) and its stock for the better part of two years. Should Elon Musk's EV creation be viewed as a car company anymore? Or, should it be viewed as a pure tech play whose future will depend on humanoid robots, robotaxis, and advanced chip manufacturing? An argument could be made that Tesla's outsized valuation already reflects the view that the company is not an automaker. The stock's forward price-to-earnings ratio of 196 times is more tech growth stock oriented than the single-digit multiples seen at traditional automakers General Motors (GM) and Ford (F). But I am here today to officially call it. As of Feb. 1, 2026, I believe Tesla should no longer be viewed as an automaker. Stop sweating these monthly delivery reports, which will suck for 2026, as they did in 2025. In fact, I think it's reasonable to assume that in under three years, Tesla will no longer make cars and SUVs for passengers. I can see the company making Tesla semitrucks and maybe a few bespoke iterations of the new Roadster for rich people. New Yahoo Scout AI serves up a condensed overview on how an investor should think about Tesla. (Screenshot of Yahoo Scout) · Yahoo Finance The entire company will be humanoid production, robotaxi production, energy production, chipmaking, and whatever else Musk cooks up that ties back to high-margin software. Where does this call come from? The tea leaves Musk dropped this week on his earnings call. Now, let me say this: I loved the more emotional Musk on the Tesla earnings call, loved that he thinks we are entering an age of amazing abundance, and appreciated that he got sad when talking about scrapping the Model S and Model X to cut costs and use their factory lines to make those aforementioned humanoid ro...
Apple Inc. (NASDAQ:AAPL) is one of the best Nancy Pelosi stocks to buy in 2026. On January 26, JPMorgan raised its price target of Apple Inc. (NASDAQ:AAPL) to $315 from $305 while maintaining an Overweight rating. Morgan Stanley and JPMorgan Bullish on Apple Inc. (AAPL) on Strong iPhone 17 Demand Photo by Alexandr Bormotin on Unsplash According to the investment bank, Apple stock has underperforme...
Apple Inc. (NASDAQ:AAPL) is one of the best Nancy Pelosi stocks to buy in 2026. On January 26, JPMorgan raised its price target of Apple Inc. (NASDAQ:AAPL) to $315 from $305 while maintaining an Overweight rating. Morgan Stanley and JPMorgan Bullish on Apple Inc. (AAPL) on Strong iPhone 17 Demand Photo by Alexandr Bormotin on Unsplash According to the investment bank, Apple stock has underperformed the S&P 500 over the past two months. The underperformance has come amid positive indicators, including robust iPhone 17 demand, which affirms the need for a price target hike. The investment bank expects the company’s iPhone revenue to exceed expectations, given the 16% growth rate. JPMorgan has also downplayed concerns about potential margin pressures due to higher memory costs. That’s because Apple boasts of long-term supplier contracts and scale advantages. Similarly, Morgan Stanley has reiterated an Overweight rating on Apple stock and set a $315 price target. The investment bank expects the stock to trade sideways even as it insists iPhone 17 strength remains underappreciated. The company could face downside risk to June quarter EPS estimates owing to soaring memory costs headwinds that aren’t incorporated into consensus projections. Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, and wearables. It also develops proprietary software for iOS and macOS, and provides services such as the App Store, iCloud, Apple Music, and Apple Pay. While we acknowledge the potential of AAPL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Consumer Goods Stocks Billionaires Are Quietly Buying and Goldman Sachs Penny Stocks: Top 12 Stock Picks. Disclosure: None. This ar...
Apple Inc. (NASDAQ:AAPL) is one of the best Nancy Pelosi stocks to buy in 2026. On January 26, JPMorgan raised its price target of Apple Inc. (NASDAQ:AAPL) to $315 from $305 while maintaining an Overweight rating. Morgan Stanley and JPMorgan Bullish on Apple Inc. (AAPL) on Strong iPhone 17 Demand Photo by Alexandr Bormotin on Unsplash According to the investment bank, Apple stock has underperforme...
Apple Inc. (NASDAQ:AAPL) is one of the best Nancy Pelosi stocks to buy in 2026. On January 26, JPMorgan raised its price target of Apple Inc. (NASDAQ:AAPL) to $315 from $305 while maintaining an Overweight rating. Morgan Stanley and JPMorgan Bullish on Apple Inc. (AAPL) on Strong iPhone 17 Demand Photo by Alexandr Bormotin on Unsplash According to the investment bank, Apple stock has underperformed the S&P 500 over the past two months. The underperformance has come amid positive indicators, including robust iPhone 17 demand, which affirms the need for a price target hike. The investment bank expects the company’s iPhone revenue to exceed expectations, given the 16% growth rate. JPMorgan has also downplayed concerns about potential margin pressures due to higher memory costs. That’s because Apple boasts of long-term supplier contracts and scale advantages. Similarly, Morgan Stanley has reiterated an Overweight rating on Apple stock and set a $315 price target. The investment bank expects the stock to trade sideways even as it insists iPhone 17 strength remains underappreciated. The company could face downside risk to June quarter EPS estimates owing to soaring memory costs headwinds that aren’t incorporated into consensus projections. Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, and wearables. It also develops proprietary software for iOS and macOS, and provides services such as the App Store, iCloud, Apple Music, and Apple Pay. While we acknowledge the potential of AAPL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Consumer Goods Stocks Billionaires Are Quietly Buying and Goldman Sachs Penny Stocks: Top 12 Stock Picks. Disclosure: None. This ar...
Broadcom Inc. (NASDAQ:AVGO) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, Counterpoint Research reiterated that Broadcom Inc (NASDAQ:AVGO) leads the competition and is expected to remain the top AI server compute ASIC design partner. The research firm expects the company’s market share in the segment to rise to 60% by 2027 despite emerging competition from the Google-MediaT...
Broadcom Inc. (NASDAQ:AVGO) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, Counterpoint Research reiterated that Broadcom Inc (NASDAQ:AVGO) leads the competition and is expected to remain the top AI server compute ASIC design partner. The research firm expects the company’s market share in the segment to rise to 60% by 2027 despite emerging competition from the Google-MediaTek alliance. Broadcom Inc. (AVGO) Strengthens AI and Semiconductor Leadership with Analyst Upgrades and Market Share Gains Broadcom’s edge in the segment will come from AI server compute ASIC shipments among hyperscalers, which will triple between 2024 and 2027. The growth will come amid surging demand for Google’s Tensor Processing Unit (TPU) infrastructure supporting Gemini, continued scaling of AWS Trainium clusters, and volume ramps from Meta Platforms. The AI server compute ASIC shipments are increasingly shifting from a monopoly dominated by Google and Amazon Web Services. Broadcom has already positioned itself to take on the two companies as we move into a more diversified landscape in 2027. On January 26, JPMorgan analysts released their monthly top tech stock picks, spotlighting semiconductors and infrastructure software, with Broadcom highlighted for its diverse portfolio in wireless, broadband, networking, and storage. Wells Fargo upgraded Broadcom to Overweight as the company issued $4.5 billion in senior notes, while Goldman Sachs reiterated its preference for Broadcom alongside Nvidia, citing its strong positioning to benefit from AI infrastructure spending and networking technology trends. Broadcom Inc. (NASDAQ:AVGO) is a leading global technology company that designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions. Operating in sectors like data centers, networking, software, broadband, and wireless, Broadcom provides critical components for AI, cloud computing, and telecommunications. While we acknowledge the pot...
NVIDIA Corporation (NASDAQ:NVDA) is one of the best Nancy Pelosi Stocks to buy in 2026. On January 30, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s planned $100 billion investment in OpenAI has hit a snag, with internal doubts at the chipmaker leading both companies to reassess the scope of the partnership. NVIDIA Corporation (NVDA) Expanding Influence in the AI Economy The deal, which...
NVIDIA Corporation (NASDAQ:NVDA) is one of the best Nancy Pelosi Stocks to buy in 2026. On January 30, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s planned $100 billion investment in OpenAI has hit a snag, with internal doubts at the chipmaker leading both companies to reassess the scope of the partnership. NVIDIA Corporation (NVDA) Expanding Influence in the AI Economy The deal, which was first announced in September, was intended to provide OpenAI with access to Nvidia’s advanced chips and funding to maintain its AI edge. However, Nvidia CEO Jensen Huang stressed that the agreement was non-binding, citing concerns over OpenAI’s business discipline and growing competition from rivals such as Google and Anthropic. The Wall Street Journal added that discussions have shifted toward a smaller equity investment in the range of tens of billions as part of OpenAI’s ongoing funding round. Meanwhile, Amazon is reportedly in talks to invest as much as $50 billion, with OpenAI seeking up to $100 billion in total funding. This could value the company at around $830 billion. While Nvidia has long been OpenAI’s preferred partner, its future role remains uncertain in the midst of the fierce competition among Big Tech for AI dominance. On January 20, Moody’s upgraded NVIDIA Corporation senior unsecured rating to Aa1, affirming a significant evolution in the company’s financial position. The ratings firm also echoed the company’s positive outlook amid expected upward mobility, which solidifies its position in the artificial intelligence sector. The upgrade comes from Nvidia, strengthening its competitive edge and position in the data center ecosystem on the back of robust liquidity. It already boasts leading graphics processing units and proprietary software. Meanwhile, reports indicate that Nvidia could move its semiconductor production to Intel as US companies respond to mounting political pressure and manufacturing mandates. NVIDIA Corporation (NASDAQ:NVDA) designs a...
Microsoft Corporation (NASDAQ:MSFT) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, CEO Satya Nadella reiterated that Microsoft Corporation (NASDAQ:MSFT) is one of the beneficiaries of the AI expansion. Early investments in OpenAI and its own products and solutions have enabled the company to build an AI empire larger than some of its franchises. How Microsoft Corporation (MS...
Microsoft Corporation (NASDAQ:MSFT) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, CEO Satya Nadella reiterated that Microsoft Corporation (NASDAQ:MSFT) is one of the beneficiaries of the AI expansion. Early investments in OpenAI and its own products and solutions have enabled the company to build an AI empire larger than some of its franchises. How Microsoft Corporation (MSFT) Is Scaling AI Into Its Next Growth Engine Photo by Matthew Manuel on Unsplash The remarks come as the company delivered a 23% increase in net income to $30.9 billion for the three months ended December 2025. Revenue was up 17% to $81.3 billion, exceeding consensus estimates. The better-than-expected results came from capital expenditure, which increased 66% year over year to $37.5 billion, driven by a surge in data center spending as it seeks to capitalize on the AI boom. Nadella has defended the significant spike in Capex, insisting it will be justified as the company’s technology is adopted by businesses. The executive remains committed to AI bets as Azure cloud computing continues to outstrip supply. “We are only at the beginning phases of AI diffusion, and already Microsoft has built an AI business that is larger than some of our biggest franchises,” CEO Satya Nadella said in a statement. Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops, licenses, and supports a wide range of software, hardware, and AI-powered services. Key offerings include Windows, Microsoft 365 productivity apps, Azure cloud services, LinkedIn, and Xbox gaming consoles. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Consumer Goods Stocks Billionaire...
Microsoft Corporation (NASDAQ:MSFT) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, CEO Satya Nadella reiterated that Microsoft Corporation (NASDAQ:MSFT) is one of the beneficiaries of the AI expansion. Early investments in OpenAI and its own products and solutions have enabled the company to build an AI empire larger than some of its franchises. How Microsoft Corporation (MS...
Microsoft Corporation (NASDAQ:MSFT) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, CEO Satya Nadella reiterated that Microsoft Corporation (NASDAQ:MSFT) is one of the beneficiaries of the AI expansion. Early investments in OpenAI and its own products and solutions have enabled the company to build an AI empire larger than some of its franchises. How Microsoft Corporation (MSFT) Is Scaling AI Into Its Next Growth Engine Photo by Matthew Manuel on Unsplash The remarks come as the company delivered a 23% increase in net income to $30.9 billion for the three months ended December 2025. Revenue was up 17% to $81.3 billion, exceeding consensus estimates. The better-than-expected results came from capital expenditure, which increased 66% year over year to $37.5 billion, driven by a surge in data center spending as it seeks to capitalize on the AI boom. Nadella has defended the significant spike in Capex, insisting it will be justified as the company’s technology is adopted by businesses. The executive remains committed to AI bets as Azure cloud computing continues to outstrip supply. “We are only at the beginning phases of AI diffusion, and already Microsoft has built an AI business that is larger than some of our biggest franchises,” CEO Satya Nadella said in a statement. Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops, licenses, and supports a wide range of software, hardware, and AI-powered services. Key offerings include Windows, Microsoft 365 productivity apps, Azure cloud services, LinkedIn, and Xbox gaming consoles. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Consumer Goods Stocks Billionaire...