ASML Holding N.V. (NASDAQ:ASML) is one of the Buzzing AI Stocks Analysts are Watching. On January 16, Bernstein SocGen Group analyst David Dai reiterated an Outperform rating on the stock with a $1,528.00 price target. The firm is strongly positive on ASML as it sees structural demand upside for the stock into 2026–2029. On January 15, TSMC “smashed” market expectations when it announced a capital...
ASML Holding N.V. (NASDAQ:ASML) is one of the Buzzing AI Stocks Analysts are Watching. On January 16, Bernstein SocGen Group analyst David Dai reiterated an Outperform rating on the stock with a $1,528.00 price target. The firm is strongly positive on ASML as it sees structural demand upside for the stock into 2026–2029. On January 15, TSMC “smashed” market expectations when it announced a capital expenditure guidance of $52-56 billion for 2026, a 32% year-over-year increase from its 2025 capex of $40.8 billion at the midpoint. Bernstein believes this is “great news” for all semiconductor equipment names, particularly ASML, given the high litho intensity in advanced logic. The company also forecast revenue growth of 30%, reflecting how capex intensity remains elevated at an estimated 33%. The allocation toward advanced logic has increased to 70-80%, up from 70% last year. The firm noted that this is partly offset by decreased allocation to equipment, as TSMC accelerated the buildout of “new clean rooms in anticipation to stronger capacity needs in 2028/2029.” We conclude that 1. advanced logic equipment growth in 2026 is strong at around 30%; 2. equipment demand will further accelerate in 2028/29 when the new clean rooms are ready to be filled with equipments. While we acknowledge the potential of ASML 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: 10 AI Stocks Making Waves on Wall Street and 10 AI Stocks on Market Radar Disclosure: None.
Intel Corporation (NASDAQ:INTC) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Seaport Global Securities analyst Jay Goldberg upgraded the stock to “Buy” from Neutral with a price target of $65. The firm is cautiously optimistic on the stock, noting that INTC is back on track, but a full turnaround at Intel Foundry (IFS) will take time. According to Seaport, there are strong...
Intel Corporation (NASDAQ:INTC) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Seaport Global Securities analyst Jay Goldberg upgraded the stock to “Buy” from Neutral with a price target of $65. The firm is cautiously optimistic on the stock, noting that INTC is back on track, but a full turnaround at Intel Foundry (IFS) will take time. According to Seaport, there are strong signals for Intel’s PC products and a gradually improving outlook for Intel Foundry Services (IFS). Analysts led by Goldberg believe the new Panther Lakes products will drive an improvement for Intel products. Feedback from OEMs and ODMs at and following the CES event has been very positive, implying Intel could regain market share this year, particularly in consumer products. Discussing Panther Lake, the firm noted that it is highly significant, as it is the first commercial product built on Intel’s 18A manufacturing process. This marks a return to Moore's Law path of process improvement. While IFS still faces execution risk and longer-term success is dependent on the 14A process, the firm anticipates near-term traction in advanced packaging. This is helped by capacity constraints at TSMC. In the near term, we think the bulk of external IFS customers will sign up for Intel advanced packaging rather than 18AP. TSMC's advanced CoWoS advanced packaging is highly constrained, leaving room for Intel to get its start serving external customers. For now, that is enough to keep them in the fight. We are establishing a price target of $65, based on a DCF analysis with a 12% discount rate and a 5% growth rate. Intel Corporation (NASDAQ:INTC) designs, manufactures, and sells advanced semiconductors, computer products, and technologies, delivering data storage, computer, networking, and communications platforms. While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for a...
Intel Corporation (NASDAQ:INTC) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Seaport Global Securities analyst Jay Goldberg upgraded the stock to “Buy” from Neutral with a price target of $65. The firm is cautiously optimistic on the stock, noting that INTC is back on track, but a full turnaround at Intel Foundry (IFS) will take time. According to Seaport, there are strong...
Intel Corporation (NASDAQ:INTC) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Seaport Global Securities analyst Jay Goldberg upgraded the stock to “Buy” from Neutral with a price target of $65. The firm is cautiously optimistic on the stock, noting that INTC is back on track, but a full turnaround at Intel Foundry (IFS) will take time. According to Seaport, there are strong signals for Intel’s PC products and a gradually improving outlook for Intel Foundry Services (IFS). Analysts led by Goldberg believe the new Panther Lakes products will drive an improvement for Intel products. Feedback from OEMs and ODMs at and following the CES event has been very positive, implying Intel could regain market share this year, particularly in consumer products. Discussing Panther Lake, the firm noted that it is highly significant, as it is the first commercial product built on Intel’s 18A manufacturing process. This marks a return to Moore's Law path of process improvement. While IFS still faces execution risk and longer-term success is dependent on the 14A process, the firm anticipates near-term traction in advanced packaging. This is helped by capacity constraints at TSMC. In the near term, we think the bulk of external IFS customers will sign up for Intel advanced packaging rather than 18AP. TSMC's advanced CoWoS advanced packaging is highly constrained, leaving room for Intel to get its start serving external customers. For now, that is enough to keep them in the fight. We are establishing a price target of $65, based on a DCF analysis with a 12% discount rate and a 5% growth rate. Intel Corporation (NASDAQ:INTC) designs, manufactures, and sells advanced semiconductors, computer products, and technologies, delivering data storage, computer, networking, and communications platforms. While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for a...
The first single I bought Rollout (My Business) by Ludacris from HMV in Lewisham Shopping Centre. I played it over and over. The first song I fell in love with I grew up listening to a lot of reggae – my dad was a Rastafarian – so Get Up, Stand Up by Bob Marley was always playing in the house when my mum was dishing out the chores. It’s ironic that it’s a song about redemption when you’re being to...
The first single I bought Rollout (My Business) by Ludacris from HMV in Lewisham Shopping Centre. I played it over and over. The first song I fell in love with I grew up listening to a lot of reggae – my dad was a Rastafarian – so Get Up, Stand Up by Bob Marley was always playing in the house when my mum was dishing out the chores. It’s ironic that it’s a song about redemption when you’re being told to clean the house. The song I do at karaoke You need to have a song that everyone knows, so they can help you sing along, so I’d go for Angels by Robbie Williams or Wonderwall by Oasis. The song I know every lyric to I remember hearing Boombastic by Shaggy in a Wallace and Gromit-style Plasticine advert for Levi’s 501s in the 90s, in an advert break during The Big Breakfast, as I was getting ready to go to school. I loved the lyrics, although I didn’t know what he was talking about because I was only a kid. The song I can no longer listen to It’s not so much I’ve rinsed it, but Sweet Caroline by Neil Diamond felt like it became a vibe during the last [men’s] Euros. Now when I hear it, I think: “Oh no, not this again.” The best song to play at a party Talkin da Hardest by Giggs always goes off. As does Freed from Desire by Gala. The song I secretly like, but tell everybody I hate I don’t go around telling people I love Wannabe by the Spice Girls. But it’s an underrated banger. “So, here’s a story from A to Z / You wanna get with me, you gotta listen carefully.” A lot of people don’t realise they’re actually spitting bars. The song that changed my life I was on a plane, just as we were descending to land, listening to Yebba’s Heartbreak by Drake and Yebba, which is an interlude on the Certified Lover Boy album, and I remember thinking: “This feels as if I’m bouncing on the clouds.” Now, I’ll listen to it any time I feel like I need to calm down. The song that gets me up in the morning I’ll wake up, have a double espresso and an oat bar and say: “Alexa, play Cosmic Girl by...
Solana has a lot of growth potential, but Bitcoin is a safer choice. Bitcoin (BTC 1.45%) accounts for almost 60% of the total value of the crypto market and is, in some ways, the acceptable face of crypto. It has attracted significantly more institutional investment and, after regulatory changes last year, may also increasingly find its way into people's 401(k)s. But it faces some serious challeng...
Solana has a lot of growth potential, but Bitcoin is a safer choice. Bitcoin (BTC 1.45%) accounts for almost 60% of the total value of the crypto market and is, in some ways, the acceptable face of crypto. It has attracted significantly more institutional investment and, after regulatory changes last year, may also increasingly find its way into people's 401(k)s. But it faces some serious challenges. For example, some argue it can act as a form of digital gold, a safe asset that hedges against economic turmoil and inflation. However, this doesn't really hold water when you consider Bitcoin's volatility and high correlation with tech stocks. Plus, it still consumes huge amounts of energy, and Bitcoin miners are starting to harness their machines for profitable artificial intelligence (AI) data centers. So, is it time to focus on less established cryptos like Solana (SOL 0.57%)? That depends on what you want from your crypto investments. Where Solana shines No longer a newcomer, Solana combines the speed and low costs of third-generation cryptos with the resilience of almost six years in the game. What makes Solana much more attractive than Bitcoin as we enter the next wave of crypto adoption is that it's a programmable cryptocurrency. Its smart-contract capacities mean that other projects, including stablecoins, can be built on its ecosystem. It isn't yet clear how the stablecoin market will evolve, particularly whether companies will use public blockchains like Solana and Ethereum (ETH 1.02%) or build their own private ones. Right now, about 4.5% of the stablecoins in circulation are issued on Solana, per rwa.xyz. Its total value locked (TVL) -- the amount of on-chain funds -- is $8.4 billion, according to DeFiLlama. Citigroup (C 1.72%) predicts the stablecoin market could reach as much as $4 trillion by 2030 in a bull case. If Solana continues to hold the same share, that means its TVL could increase to $180 billion -- up more than 2,000% in a matter of years. That...
Key Points Even compared to its closest competitors, Quantum Computing stock is extremely expensive. The company has quadrupled its share count over the last three years to raise money. It's generating little revenue and competes in a crowded space. 10 stocks we like better than Quantum Computing › Tech companies are investing heavily in quantum computing, which uses quantum mechanics to develop f...
Key Points Even compared to its closest competitors, Quantum Computing stock is extremely expensive. The company has quadrupled its share count over the last three years to raise money. It's generating little revenue and competes in a crowded space. 10 stocks we like better than Quantum Computing › Tech companies are investing heavily in quantum computing, which uses quantum mechanics to develop faster computing systems. One pure-play quantum computing company is the aptly named Quantum Computing (NASDAQ: QUBT), or QCi for short. It develops photonics technology that manipulates particles of light and operates at room temperature, unlike the superconducting technology favored by many quantum computing companies. Quantum Computing stock has soared over the last three years, rising 591% (as of Jan. 22). Despite those amazing returns, I won't touch it because of a few serious risks. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » It trades at a staggering premium QCi hasn't generated much revenue -- just $546,000 over the trailing 12 months (TTM). With a market cap of $2.7 billion, it currently trades at over 3,000 times trailing sales. For comparison, Nvidia has generally traded between 20 to 40 times sales in recent years. Even compared to the other pure-play quantum computing stocks, QCi is an outlier. Here's how its price-to-sales (P/S) ratio compares to D-Wave Quantum, IonQ, and Rigetti Computing. QUBT PS Ratio data by YCharts In fairness, QCi's photonics technology can operate at room temperature and requires low power compared to other quantum systems, which are important advantages. However, it's still unclear which quantum computing method will prove to be the most effective, so QCi's cost is hard to justify. A history of share dilution Another reason QCi trades at a premium is its robust balance sheet, with over $1.5 billion in cash and in...
Lost Robert Burns portrait discovered after 200 years 22 minutes ago Share Save Pauline McLean Scotland arts correspondent Share Save PA Media The lost portrait (left) is now hanging in the National Galleries of Scotland alongside the original Nasmyth painting (right) It's a missing painting story worthy of Sherlock Holmes. In 1803, the greatest painter of the day, Sir Henry Raeburn, was commissio...
Lost Robert Burns portrait discovered after 200 years 22 minutes ago Share Save Pauline McLean Scotland arts correspondent Share Save PA Media The lost portrait (left) is now hanging in the National Galleries of Scotland alongside the original Nasmyth painting (right) It's a missing painting story worthy of Sherlock Holmes. In 1803, the greatest painter of the day, Sir Henry Raeburn, was commissioned to create a new image of the greatest poet of the day, Robert Burns. Burns, who had died a few years earlier, had only ever agreed to sit for one artist, Alexander Nasmyth in 1787 and that painting became the template for every image. The publishers – Cadell and Davies – paid 20 guineas for the new painting which they planned to use as an engraving in all future editions of Burns' books. Although the painting was delivered a year later, it was never used as planned. In fact, it vanished all together - setting in motion a mystery which has taken 200 years to resolve. Burns scholar and enthusiast Dr Bill Zachs said: "Arthur Conan Doyle, the creator of Sherlock Holmes, reported about a séance that happened where a crazy Burns collector named Edward Barrington Nash tried through the medium of a spirit to invoke Robert Burns and find where this missing portrait was." The director of Glasgow Art Galleries and Museums, TCF Brotchie, wrote in 1924 that "its discovery would be an event bordering upon the sensational". But it would take a further 100 years for that sensational moment to happen. Zachs, who is director of the Blackie House Library and Museum in Edinburgh, had been searching for the lost Raeburn since he first came to Edinburgh 42 years ago. Last March, he came across a painting in a London auction house, part of a house clearance. "There have been so many copies of the Nasmyth in auctions over the years. I have two or three myself," he said. "So there was no reason to think that this was the missing painting - except that I had acquired a letter 20 years before fro...
Key Points Retirees with tax-deferred investment accounts must make annual withdrawals, called required minimum distributions (RMDs), beginning at age 73. RMDs are calculated by dividing the retirement account balance from the prior year by a life expectancy factor (found on an IRS table) based on current age. The 2026 RMD for a 73-year-old with $250,000 in a traditional IRA as of Dec. 31, 2025, w...
Key Points Retirees with tax-deferred investment accounts must make annual withdrawals, called required minimum distributions (RMDs), beginning at age 73. RMDs are calculated by dividing the retirement account balance from the prior year by a life expectancy factor (found on an IRS table) based on current age. The 2026 RMD for a 73-year-old with $250,000 in a traditional IRA as of Dec. 31, 2025, will equal $9,434. The $23,760 Social Security bonus most retirees completely overlook › Tax-deferred accounts like traditional individual retirement accounts (IRAs) and 401(k) plans let workers delay tax payments on qualified contributions in the present, allowing them to save pre-tax dollars in exchange for paying income tax on the contributions and any gains in the future. However, you cannot delay the tax bill indefinitely. At a certain age, individuals with a tax-deferred account must begin taking required minimum distributions (RMDs) each year. RMDs are calculated as a percentage of the money held in the accounts at the end of the previous calendar year. 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 » Here's what you need to know about RMDs, including how to calculate the RMD amount on $250,000. What account types are subject to required minimum distributions (RMDs)? A required minimum distribution (RMD) is the smallest amount of money that must be withdrawn from certain types of retirement accounts each year. The RMD rules apply to the original account holders and beneficiaries with the following plans: Importantly, Roth accounts are not subject to RMDs while the original account holder is alive, but beneficiaries of Roth accounts must abide by RMD rules. RMDs must typically be completed by Dec. 31. The only exception is the first RMD, which can be postponed until April 1 of the following year. At what age do required minimum distributions (RMDs) begin? The Secure Acts of 2019 and 2...