Broadcom Inc. (NASDAQ:AVGO) is included in our list of the best AI data center stocks to buy now. Broadcom (AVGO) Cited As Top Compute Stock Amid Strong AI Semiconductor Demand BofA, in a note dated January 26, 2026, set out the semiconductor market as “stretched semicaps, compelling compute, and half-full analog,” emphasizing compute as the most desirable segment. Broadcom Inc. (NASDAQ:AVGO) was ...
Broadcom Inc. (NASDAQ:AVGO) is included in our list of the best AI data center stocks to buy now. Broadcom (AVGO) Cited As Top Compute Stock Amid Strong AI Semiconductor Demand BofA, in a note dated January 26, 2026, set out the semiconductor market as “stretched semicaps, compelling compute, and half-full analog,” emphasizing compute as the most desirable segment. Broadcom Inc. (NASDAQ:AVGO) was listed as one of BofA’s top four compute stocks, alongside Nvidia, AMD, and Credo. The group currently trades at about 24x CY27 earnings, or 0.5x PEG, which BofA considers a compelling valuation backdrop. Looking ahead, the firm anticipates that this group will generate average sales growth of 42% and adjusted EPS growth of 49% between 2025 and 2027. Expectations that hyperscale cloud providers will reiterate the “mission-critical need” to invest in compute infrastructure support the thesis as well. Meanwhile, BofA’s tracker indicates that cloud capex will grow by 38% year-over-year in 2026, possibly reaching 50%+ by year’s end, while overall free cash flow is still positive. On January 15, 2026, Wells Fargo upgraded Broadcom Inc. (NASDAQ:AVGO) to Overweight, raising its price target from $410 to $430. This comes amid improved entry points and higher revenue projections for AI semiconductors. Earlier, on January 9, 2026, Bernstein demonstrated confidence in Broadcom’s leadership in ASICs despite growing AI competition, reiterating an ‘Outperform’ rating with a $475 target. Broadcom Inc. (NASDAQ:AVGO) focuses on designing and supplying semiconductors and infrastructure software. The company serves the data center, networking, broadband, wireless, and enterprise markets with advanced chip solutions and mission-critical software platforms that support cloud, AI, and connectivity. While we acknowledge the potential of AVGO 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...
Microsoft Corporation (NASDAQ:MSFT) is included in our list of the best AI data center stocks to buy now. Microsoft (MSFT) Highlights Its Growing AI Capabilities in Cloud Services with Maia Chip Launch Microsoft Headquarters According to Reuters, on January 26, 2026, Microsoft Corporation (NASDAQ:MSFT) introduced the second-generation of its in-house artificial intelligence processor, Maia 200, as...
Microsoft Corporation (NASDAQ:MSFT) is included in our list of the best AI data center stocks to buy now. Microsoft (MSFT) Highlights Its Growing AI Capabilities in Cloud Services with Maia Chip Launch Microsoft Headquarters According to Reuters, on January 26, 2026, Microsoft Corporation (NASDAQ:MSFT) introduced the second-generation of its in-house artificial intelligence processor, Maia 200, as well as new software tools aimed at narrowing one of Nvidia’s strongest competitive moats among developers. The Maia 200, a step up from the initial Maia microprocessor released in 2023, will go online this week at a data center in Iowa, with a second site scheduled for Arizona. The chip is manufactured by TSMC using 3-nanometer technology that features high-bandwidth memory and a large allocation of SRAM, which can boost performance for AI inference workloads such as chatbots that handle major user traffic. In addition to the hardware, Microsoft Corporation (NASDAQ:MSFT) will offer a software stack that includes Triton, an open-source tool with major contributions from OpenAI. This step will address the same programming layer that has long been dominated by Nvidia’s CUDA, reflecting Microsoft’s larger strategy to cut reliance on external suppliers as cloud customers scale AI workloads. On the other hand, in January 2026, Mizuho cut its price target on Microsoft Corporation (NASDAQ:MSFT) from $640 to $620 while retaining an ‘Outperform’ rating. This reduction stems from its analysis of broader coverage of the software sector during this earnings season, with an emphasis on AI-led disruption as a source of concern. Around the same time, Citi lowered its target from $690 to $660, reiterating a Buy rating. The bank believes that although Microsoft Corporation’s (NASDAQ:MSFT) Azure business is expected to remain strong, its other businesses face headwinds related to the PC market’s decline, citing partner and channel checks. Microsoft Corporation (NASDAQ:MSFT) focuses on devel...
Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the best AI data center stocks to buy now. KeyBanc Remains Bullish on Amazon.com (AMZN) Amid Improved FY26 and FY27 Estimates Pixabay/ Public Domain On January 28, 2026, KeyBanc analyst Justin Patterson reaffirmed his Overweight rating and increased his price target for Amazon.com, Inc. (NASDAQ:AMZN) from $303 to $308. The firm’s bullish st...
Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the best AI data center stocks to buy now. KeyBanc Remains Bullish on Amazon.com (AMZN) Amid Improved FY26 and FY27 Estimates Pixabay/ Public Domain On January 28, 2026, KeyBanc analyst Justin Patterson reaffirmed his Overweight rating and increased his price target for Amazon.com, Inc. (NASDAQ:AMZN) from $303 to $308. The firm’s bullish stance reflects improvements in the company’s revenue and EPS projections for 2026 and 2027. According to KeyBanc, market projections continue to overestimate possible risks from agentic commerce and advertising-related pressures. Furthermore, the firm says projections are underestimating the rate of AWS re-acceleration in 2026. While investors continue to reassess the durability of Amazon’s cloud and consumer ecosystems, the analyst pointed toward growing momentum in the grocery market. Accordingly, the firm includes Amazon as its top large-cap idea across the Internet and Retail sector. Moreover, on January 28, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) announced 16,000 corporate layoffs. This move is part of the company’s plan to cut roughly 30,000 posts (10% of its corporate workforce) since October. Management presented the layoffs as part of an attempt to increase ownership and decrease bureaucracy, reinforcing its broader push toward efficiency and automation. Amazon.com, Inc. (NASDAQ:AMZN) focuses on operating global e-commerce and cloud platforms that include online retail, advertising, subscriptions, and Amazon Web Services. While we acknowledge the potential of AMZN 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: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That W...
Palantir Technologies CEO Alex Karp defended the firm’s surveillance technology as it reported a big jump in sales on Monday, saying it has safeguards to prevent government overreach, without mentioning U.S. immigration enforcement efforts in Minnesota that have drawn widespread protests. The data analytics company said revenue derived from the U.S. government spiked 66% in the fourth quarter f...
Palantir Technologies CEO Alex Karp defended the firm’s surveillance technology as it reported a big jump in sales on Monday, saying it has safeguards to prevent government overreach, without mentioning U.S. immigration enforcement efforts in Minnesota that have drawn widespread protests. The data analytics company said revenue derived from the U.S. government spiked 66% in the fourth quarter from the year-ago period to $570 million. Total sales of $1.41 billion exceeded analysts’ estimates and the firm anticipates a big jump in sales, in part due to government contracts in 2026. Shares of the company jumped 6% in extended trading. Companies working with U.S. Immigration and Customs Enforcement (ICE) are attracting more scrutiny as Americans have turned solidly against ICE’s aggressive tactics following the fatal shootings of two U.S. citizens in separate incidents in January. The company won a contract last year with ICE to develop surveillance systems for immigration enforcement. Over the weekend, France’s CapGemini said it would sell a small U.S. unit that has a contract with ICE after criticism from French lawmakers and others. “Palantir’s government segment remains key to its success, with contracts becoming deeply embedded in federal systems,” said Emarketer analyst Jacob Bourne. “However, the company’s growth story increasingly depends on its commercial business.” Denver-based Palantir has increasingly been marketing military-grade AI tools to businesses through its artificial intelligence platform that helps companies integrate and develop the technology. It has emerged as one of the best performing AI stocks, with shares gaining 1,700% over the last three years. “It should indeed be uncontroversial that the single most effective means of guarding against incursions into our private lives is to invest in the development of a technical platform that makes possible constraints on government action and investigation through granular permissioning capa...
Hong Kong builder New World Development Co. has fallen back in the stock market to where it traded before news last week that Blackstone Inc. was in talks to become its single largest shareholder, as questions mount about the path forward. The developer’s shares in Hong Kong fluctuated Tuesday after sliding 12% Monday in the worst drop in ten months. They’re down about 1% from the close last Wedne...
Hong Kong builder New World Development Co. has fallen back in the stock market to where it traded before news last week that Blackstone Inc. was in talks to become its single largest shareholder, as questions mount about the path forward. The developer’s shares in Hong Kong fluctuated Tuesday after sliding 12% Monday in the worst drop in ten months. They’re down about 1% from the close last Wednesday, erasing gains from Thursday and Friday that came after people familiar with the matter said Blackstone would be able to restructure the embattled company if a deal went through. New World’s bonds have also pared gains. While they’re still indicated up at least 2 cents from their levels before the news, the pricing shows longer-term concerns: most of the builder’s notes without set maturities are still under 80 cents. New World hasn’t paid interest on those so-called perpetual bonds since mid last year, when it used an option to forgo those payments. The initial excitement that sparked the rally in New World last week is giving way to more questions about how a US firm would navigate the optics of taking a major stake in a marquee company in Greater China at a time of broader geopolitical tensions. The developer has become a symbol of the challenges facing builders in Hong Kong after years of property market malaise amid a broader real estate crisis in China. It has HK$213.5 billion ($27 billion) of total liabilities, making it one of Hong Kong’s most indebted property companies. The geopolitical issues raise questions “about whether New World’s China assets would need to be carved out,” said Raymond Chan , Chief Investment Officer at Blue Mountain Bridge Capital Opportunities Fund. New World started its property empire from Hong Kong, but has gone on to hold a wide range of assets in mainland China. One cautionary case that some analysts are pointing to is Hong Kong tycoon Li Ka-shing ’s CK Hutchison Holdings Ltd. It initially planned last year to sell 43 ports to a c...
Pressmaster/iStock via Getty Images I covered Byrna Technologies ( BYRN ) in March 2025 with a buy rating . The stock price has dropped nearly 25% since then, but we note that the company met and exceeded my price target of $28.02. So, I am not disappointed with the stock price performance. As the share prices have retreated, it is a good moment to revisit the investment case for Byrna Technologie...
Pressmaster/iStock via Getty Images I covered Byrna Technologies ( BYRN ) in March 2025 with a buy rating . The stock price has dropped nearly 25% since then, but we note that the company met and exceeded my price target of $28.02. So, I am not disappointed with the stock price performance. As the share prices have retreated, it is a good moment to revisit the investment case for Byrna Technologies, which provides less-than-lethal devices. In this report, I discuss the risks and opportunities for Byrna Technologies, the most recent earnings, and the expectations for Q4. Byrna Technologies Transforms To A Personal Safety Ecosystem Byrna Technologies initially positioned itself as a manufacturer of less-than-lethal devices while also selling defense sprays, alarms, and body armor. The company is seeing good growth in its less-than-lethal devices segment, but is increasingly positioning itself as an integrated personal safety ecosystem provider combining launchers, sprays, SOS alert connectivity, communication and recording devices. This potentially positions the company to collect recurring revenues through subscriptions for SOS connectivity and communications and recording devices. Byrna Technologies has put a lot of effort into marketing through influencers and opening in-store and self-owned stores to boost sales. Given the political situation in the U.S., some of those influencers may not drive sales as effectively as before. The company also had some sales to the Canadian and Mexican market. Those sales are small, as over 90% of the sales still come from the US, but with the geopolitical and trade tension, it does mean that growth in foreign markets may be constrained. The company sells its products online and through in-store shops as well as fully owned shows. Those fully owned shops run at an average revenue rate of $0.725 million per location for a total of $3.625 million. Against the twelve-month trailing revenues of $110.9 million , these stores account for...
Key Points IonQ is leading the way in quantum computing accuracy. There is still plenty of time for other companies developing their own versions of the technology to catch up. 10 stocks we like better than IonQ › The level of hype around quantum computing seems to cycle up and down. For example, excitement about it surged to peaks during December 2024 and October 2025, but lately, it has signific...
Key Points IonQ is leading the way in quantum computing accuracy. There is still plenty of time for other companies developing their own versions of the technology to catch up. 10 stocks we like better than IonQ › The level of hype around quantum computing seems to cycle up and down. For example, excitement about it surged to peaks during December 2024 and October 2025, but lately, it has significantly declined. While the nascent technology and the companies attempting to bring it to market are still on some investors' radar, they have fallen entirely off of most people's. That could make now a prime opportunity to buy some quantum computing stocks at lower prices, and that's exactly what I did. After missing some of IonQ's (NYSE: IONQ) major rises in 2025, I recently bought its shares, which are now down by more than 50% from their high. I think it's a great option in the quantum computing space, but is it the top buy overall? 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 » IonQ's fidelity advantage The quantum computing field is filled with competitors, large and small. IonQ is among the smaller pure-play upstarts with relatively few resources that are looking to become major players. But many giant tech companies with nearly unlimited resources to devote to R&D are also competing in the quantum computing realm, as this new technology could bolster their already formidable capabilities. There are viable competitors across the size spectrum, but the reality is, we're a long way off from knowing which ones will eventually be the winners. Most companies in the quantum computing space are forecasting that 2030 will be the year when the technology becomes commercially viable. The biggest hurdles in front of them right now are error prevention and error correction. Quantum computers today are trillions of times more likely to have errors in their com...