Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA’s continued dominance in the AI infrastructure market. Broadcom just reported Q1 FY2026 revenue of $18.02B, up 28% year-over-year, with AI semiconductor revenue surging 74%. The company’s Q1 FY2026 guidance projects AI semiconduct...
Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA’s continued dominance in the AI infrastructure market. Broadcom just reported Q1 FY2026 revenue of $18.02B, up 28% year-over-year, with AI semiconductor revenue surging 74%. The company’s Q1 FY2026 guidance projects AI semiconductor revenue ... Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom
TLDR Nvidia CEO Jensen Huang said the chipmaker’s proposed $100B OpenAI investment was never a binding agreement and will proceed incrementally. Huang dismissed Wall Street Journal reports claiming he criticized OpenAI’s business discipline and expressed doubts about the partnership. The CEO confirmed Nvidia will participate in OpenAI’s current funding round with what he called the company’s “larg...
TLDR Nvidia CEO Jensen Huang said the chipmaker’s proposed $100B OpenAI investment was never a binding agreement and will proceed incrementally. Huang dismissed Wall Street Journal reports claiming he criticized OpenAI’s business discipline and expressed doubts about the partnership. The CEO confirmed Nvidia will participate in OpenAI’s current funding round with what he called the company’s “largest investment ever,” though far below $100B. Questions persist about circular AI investments where companies fund businesses that purchase their own products. Huang deferred timeline questions to OpenAI, stating deployment schedules depend on the ChatGPT maker’s infrastructure decisions. Nvidia CEO Jensen Huang clarified the company’s investment strategy with OpenAI during weekend remarks in Taipei. The statements followed reports suggesting internal tensions over a previously announced $100 billion partnership. NVIDIA Corporation, NVDA Huang told reporters Sunday that Nvidia’s September 2025 announcement wasn’t a firm commitment. “It was never a commitment,” he explained. “They invited us to invest up to $100 billion and of course, we were very happy and honored that they invited us, but we will invest one step at a time.” The original plan outlined progressive funding to build and deploy at least 10 gigawatts of AI data centers using Nvidia hardware. Reports of Internal Doubts The Wall Street Journal reported Friday that the investment plan had stalled. Sources claimed Nvidia insiders questioned the agreement’s terms. The report said Huang privately told associates the $100B figure was non-binding and incomplete. According to the WSJ, Huang also criticized OpenAI’s business approach as undisciplined. He allegedly raised concerns about competition from Google and Anthropic, both backed by major tech players. Huang forcefully rejected these characterizations. “That’s nonsense,” he said Saturday when questioned about supposed dissatisfaction with OpenAI. “We will invest a g...
JHVEPhoto Fortinet ( FTNT ) shares slipped fractionally in premarket trading on Monday after investment firm Scotiabank downgraded the cybersecurity company. “Fortinet is undoubtedly a legendary company with a highly compelling offering in core secure networking,” analyst Patrick Colville wrote in a note to clients. “But we are downgrading our rating to Sector Perform as, based on our latest quant...
JHVEPhoto Fortinet ( FTNT ) shares slipped fractionally in premarket trading on Monday after investment firm Scotiabank downgraded the cybersecurity company. “Fortinet is undoubtedly a legendary company with a highly compelling offering in core secure networking,” analyst Patrick Colville wrote in a note to clients. “But we are downgrading our rating to Sector Perform as, based on our latest quantitative analysis and recent CISO checks with mid/large-sized enterprises, we feel less optimistic about the name in 2026.” Colville lowered his rating on Fortinet to Sector Perform from Outperform and put an $85 price target on the stock. Delving deeper, Colville said that while Fortinet has “best-in class” mission-critical firewalls (which are only likely to have “minimal” disruption risk from AI), impressive margins and a shareholder-friendly mantra, growth is likely to be challenging to come by this year. “Based on our cycle analysis, Fortinet product revenue follows defined peaks and troughs,” Colville added. “Generally the upward cycle lasts ~6 quarters and then plateaus. The current cycle is 5 quarters through, i.e., the juicy part of the upward cycle is likely close to cresting.” More on Fortinet Fortinet: Strong Margins, A Temporary Service Slowdown, And Underappreciated AI Fortinet: The Market Is Missing Its Service Transformation CrowdStrike Vs Fortinet: I Think You Are Missing The Best Deal In Cyber Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more Fortinet in focus as TD Cowen upgrades on back of 'solid checks'
Arsgera Nine Energy Service ( NINE ) -58.1% pre-market Monday after disclosing it filed for Chapter 11 bankruptcy in the U.S. Bankruptcy Court for the Southern District of Texas to implement a prepackaged Chapter 11 plan of reorganization. Energy ( NINE ) said it will continue to operate its businesses as debtors-in-possession and has filed with the Bankruptcy Court several customary motions seeki...
Arsgera Nine Energy Service ( NINE ) -58.1% pre-market Monday after disclosing it filed for Chapter 11 bankruptcy in the U.S. Bankruptcy Court for the Southern District of Texas to implement a prepackaged Chapter 11 plan of reorganization. Energy ( NINE ) said it will continue to operate its businesses as debtors-in-possession and has filed with the Bankruptcy Court several customary motions seeking first-day relief, including motions for interim approval of the DIP ABL facility. The company entered into a restructuring support agreement with consenting stakeholders of its 13% senior secured notes due 2028 and the lenders under the May 2025 loan and security agreement. Nine Energy ( NINE ) shares are down nearly 50% in the past year but had been rising in recent weeks. More on Nine Energy Service Seeking Alpha's Quant Rating on Nine Energy Service Financial information for Nine Energy Service
Vera Tikhonova/iStock Editorial via Getty Images McDonald's Corporation ( MCD ) is on watch after BTIG upgraded the restaurant stock to a Buy rating after having it set at Neutral. Analyst Peter Saleh said franchise checks suggest changes to the restaurant operator's value/promotions strategy are driving traffic growth on a consistent basis. Notably, Saleh and his team think that the investment in...
Vera Tikhonova/iStock Editorial via Getty Images McDonald's Corporation ( MCD ) is on watch after BTIG upgraded the restaurant stock to a Buy rating after having it set at Neutral. Analyst Peter Saleh said franchise checks suggest changes to the restaurant operator's value/promotions strategy are driving traffic growth on a consistent basis. Notably, Saleh and his team think that the investment in value by the company with the increased discounts on the extra value meals is driving meaningful guest count improvements and shifting consumer perception back to a value leadership position. While the major winter storm and a lingering deep freeze for a large part of the U.S. impacted January sales, BTIG expects a comparable sales tailwind beginning in February from higher tax refunds and the elimination of taxes on tips and overtime. Looking ahead, McDonald's ( MCD ) is seen as having two major menu product catalysts, with the Big Arch Burger and CosMc's beverages slated for the first half of the year. "Every conversation we had with franchisees indicates that the CosMc's beverage test in Denver and the upper Midwest was a wild success, which is broadly expected to launch nationally in 2026. We believe that McDonald's and its franchise system are currently investing in equipment and small wares to prepare for a spring/summer launch of the CosMc's beverages to better compete against beverage-first concepts," updated Saleh. BTIG reiterated its Buy rating on McDonald's ( MCD ) and boosted its price target to $360. Shares of McDonald's ( MCD ) pushed 1.3% higher in premarket trading to $319.48. The 52-week high for the stock is $326.32. More on McDonald's McDonald's: The Risk Of A Fast-Food Pricing War Is Increasing Significantly McDonald's: A Sleeping Giant That Isn't Waking Up Yet McDonald's: Franchise Strength Offsets Slowing Demand (Rating Downgrade) The world's largest restaurant chain made its U.S. debut Gen-AI drove mobile app downloads, revenue growth in 2025: Sensor...
Douglas Rissing U.S. defense contractors are being pulled in two directions as the Pentagon pushes for faster weapons production while investors continue to expect steady dividends and returns, The Wall Street Journal reported Monday. Executives at RTX ( RTX ), Lockheed Martin ( LMT ), Northrop Grumman ( NOC ) and L3Harris Technologies ( LHX ) say they are ramping up manufacturing of missiles, roc...
Douglas Rissing U.S. defense contractors are being pulled in two directions as the Pentagon pushes for faster weapons production while investors continue to expect steady dividends and returns, The Wall Street Journal reported Monday. Executives at RTX ( RTX ), Lockheed Martin ( LMT ), Northrop Grumman ( NOC ) and L3Harris Technologies ( LHX ) say they are ramping up manufacturing of missiles, rocket components and other systems amid pressure from the Department of Defense to replenish depleted stockpiles. That push has intensified under the Trump administration, as conflicts in Ukraine and the Middle East strain U.S. arsenals. RTX ( RTX ) CEO Chris Calio said the company recognizes both the urgency to accelerate deliveries and the frustration within the Pentagon, while also balancing commitments to shareholders. RTX ( RTX ) plans to spend more than $3 billion this year on capital investments, including missile production, even as it continues dividend payments that totaled $3.6 billion last year. The administration has signaled it may curb defense contractors’ spending on executive pay, dividends, and buybacks if output does not improve. Donald Trump has publicly criticized RTX’s ( RTX ) Raytheon unit, warning that suppliers must invest more aggressively in factories and equipment or risk losing Pentagon business. The pressure comes despite a strong run for the sector. Defense stocks have sharply outperformed the broader market over the past year, and Lockheed Martin ( LMT ) ended 2025 with a record $194 billion backlog. Lockheed has pledged to dramatically expand production of PAC-3 and THAAD missile interceptors, while L3Harris ( LHX ) plans to spin off its missile business into a new publicly traded company backed by a $1 billion Pentagon investment. Not all investments have yet translated into contracts. Northrop Grumman ( NOC ) said it has expanded missile-part production and invested in future programs, but visibility on major awards remains limited. CFO John...
Amazon.com, Inc. (NASDAQ:AMZN) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Amazon.com, Inc. (AMZN) is in Talks to Invest Up to $50 billion in OpenAI, Source Reports On January 30, 2026, a Reuters source revealed that Amazon.com, Inc. (NASDAQ:AMZN) is in preliminary negotiations to invest up to $50 billion in OpenAI, though the specifics are still pending. The corporation may be...
Amazon.com, Inc. (NASDAQ:AMZN) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Amazon.com, Inc. (AMZN) is in Talks to Invest Up to $50 billion in OpenAI, Source Reports On January 30, 2026, a Reuters source revealed that Amazon.com, Inc. (NASDAQ:AMZN) is in preliminary negotiations to invest up to $50 billion in OpenAI, though the specifics are still pending. The corporation may become the biggest contributor to OpenAI’s fundraising round as a result of the investment. At an estimated $830 billion valuation, OpenAI is looking for up to $100 billion in capital and is getting ready for a possible $1 trillion IPO. Microsoft, Nvidia, and Amazon.com, Inc. (NASDAQ:AMZN) are reportedly talking about investments, while SoftBank may contribute up to $30 billion. Separately, Reuters revealed on January 28, 2026, that Amazon.com, Inc. (NASDAQ:AMZN) had verified 16,000 corporate job layoffs, fulfilling expectations for around 30,000 since October. The cuts are its biggest layoffs, accounting for over 10% of its workers. The firm cited efforts to decrease bureaucracy and increase efficiency and stated that future changes are possible. The layoffs come after store closures and discontinued initiatives, and they affect AWS, Alexa, devices, advertising, and delivery operations. On the same day, shares dropped by 2.1%. The company will release its results next week. Amazon.com, Inc. (NASDAQ:AMZN) is a renowned online retailer and marketplace for third-party sellers. 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at Insider Monkey.
Amazon.com, Inc. (NASDAQ:AMZN) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Amazon.com, Inc. (AMZN) is in Talks to Invest Up to $50 billion in OpenAI, Source Reports On January 30, 2026, a Reuters source revealed that Amazon.com, Inc. (NASDAQ:AMZN) is in preliminary negotiations to invest up to $50 billion in OpenAI, though the specifics are still pending. The corporation may be...
Amazon.com, Inc. (NASDAQ:AMZN) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Amazon.com, Inc. (AMZN) is in Talks to Invest Up to $50 billion in OpenAI, Source Reports On January 30, 2026, a Reuters source revealed that Amazon.com, Inc. (NASDAQ:AMZN) is in preliminary negotiations to invest up to $50 billion in OpenAI, though the specifics are still pending. The corporation may become the biggest contributor to OpenAI’s fundraising round as a result of the investment. At an estimated $830 billion valuation, OpenAI is looking for up to $100 billion in capital and is getting ready for a possible $1 trillion IPO. Microsoft, Nvidia, and Amazon.com, Inc. (NASDAQ:AMZN) are reportedly talking about investments, while SoftBank may contribute up to $30 billion. Separately, Reuters revealed on January 28, 2026, that Amazon.com, Inc. (NASDAQ:AMZN) had verified 16,000 corporate job layoffs, fulfilling expectations for around 30,000 since October. The cuts are its biggest layoffs, accounting for over 10% of its workers. The firm cited efforts to decrease bureaucracy and increase efficiency and stated that future changes are possible. The layoffs come after store closures and discontinued initiatives, and they affect AWS, Alexa, devices, advertising, and delivery operations. On the same day, shares dropped by 2.1%. The company will release its results next week. Amazon.com, Inc. (NASDAQ:AMZN) is a renowned online retailer and marketplace for third-party sellers. 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at Insider Monkey.
CorMedix Therapeutics’ ( CRMD ) board has approved a share repurchase program, which authorizes the company to repurchase up to $75M of its outstanding common stock. The repurchase program is authorized through December 31, 2027. The biopharmaceutical company expects to begin repurchasing shares as early as the first quarter of 2026 and had ~$150M in cash and cash equivalents, and 79.3M common sha...
CorMedix Therapeutics’ ( CRMD ) board has approved a share repurchase program, which authorizes the company to repurchase up to $75M of its outstanding common stock. The repurchase program is authorized through December 31, 2027. The biopharmaceutical company expects to begin repurchasing shares as early as the first quarter of 2026 and had ~$150M in cash and cash equivalents, and 79.3M common shares outstanding as of December 31, 2025. More on CorMedix CorMedix Inc. (CRMD) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript CorMedix: The Post-TDAPA Hangover Arrived Early (Rating Downgrade) CorMedix Faces A Hard Reset As CMS Reimbursement Headwinds Emerge CorMedix shares fall as 2026 revenue outlook disappoints (update) CorMedix raises 2025 revenue guidance to $390M-$410M amid accelerated Melinta integration and DefenCath momentum
Alphabet Inc. (NASDAQ:GOOGL) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Google to Pay $135 Million to Resolve the Android Data Transfer Lawsuit Reuters reported on January 28, 2026, that Alphabet Inc. (NASDAQ:GOOGL)’s Google had agreed to pay $135 million to resolve a proposed class action claiming that its Android operating system had acquired user data without authorization....
Alphabet Inc. (NASDAQ:GOOGL) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Google to Pay $135 Million to Resolve the Android Data Transfer Lawsuit Reuters reported on January 28, 2026, that Alphabet Inc. (NASDAQ:GOOGL)’s Google had agreed to pay $135 million to resolve a proposed class action claiming that its Android operating system had acquired user data without authorization. The tentative settlement, which needs judicial approval, was submitted to a federal court in San Jose, California. It has been covering Android device users since November 12, 2017. The plaintiffs claimed that data was gathered even when displays were locked, apps were closed, or location sharing was turned off. The company denied any misconduct. The agreement requires disclosure in Google Play terms, includes simpler toggles to halt transfers, and needs approval prior to data transfers during phone setup. Plaintiffs’ attorneys may demand up to $39.8 million in fees, and payments are limited to $100 per user. In another development, TheFly reported on January 27, 2026, that Roth Capital maintained a Buy recommendation ahead of Alphabet Inc. (NASDAQ:GOOGL)’s fourth-quarter reports. It boosted the company’s price objective from $310 to $365. The company listed several catalysts, such as key events, Waymo city launches, Gemini milestones, TPU partnerships, and predictions of a modest earnings beat. Alphabet Inc. (NASDAQ:GOOGL) is a holding company that works in the fields of software, healthcare, transportation, and other technology. While we acknowledge the potential of GOOGL 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: No...
Lbp Am Sa increased its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 11.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 431,349 shares of the information services provider's stock after purchasing an additional 42,639 shares during the quarter. Alphabet accounts for 1.3% of Lbp Am Sa's investm...
Lbp Am Sa increased its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 11.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 431,349 shares of the information services provider's stock after purchasing an additional 42,639 shares during the quarter. Alphabet accounts for 1.3% of Lbp Am Sa's investment portfolio, making the stock its 16th biggest position. Lbp Am Sa's holdings in Alphabet were worth $105,055,000 as of its most recent SEC filing. Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Alphabet by 5.6% during the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock valued at $22,901,000 after purchasing an additional 6,410 shares during the period. Access Financial Services Inc. raised its holdings in Alphabet by 5.6% during the 2nd quarter. Access Financial Services Inc. now owns 3,103 shares of the information services provider's stock valued at $550,000 after buying an additional 165 shares during the last quarter. Pinnacle Investment Management Ltd bought a new stake in Alphabet during the 2nd quarter valued at $8,422,000. Wiser Wealth Management Inc boosted its position in Alphabet by 20.9% during the 2nd quarter. Wiser Wealth Management Inc now owns 1,692 shares of the information services provider's stock valued at $300,000 after buying an additional 293 shares during the period. Finally, Montgomery Investment Management Inc. bought a new stake in Alphabet in the 2nd quarter worth $213,000. 27.26% of the stock is currently owned by hedge funds and other institutional investors. Get Alphabet alerts: Sign Up More Alphabet News Here are the key news stories impacting Alphabet this week: Insider Transactions at Alphabet In related news, insider John Kent Walker sold 17,829 shares of the stock in a transaction dated Tue...
Microsoft Corporation (NASDAQ:MSFT) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Microsoft Corporation (MSFT)'s Capital Expenditures Soar, Cloud Revenue Falls Short of Expectations, and Shares Plummet After Hours As reported by Reuters, the market reacted strongly on January 29, 2026, when Microsoft Corporation (NASDAQ:MSFT) announced unprecedented spending on artificial intelli...
Microsoft Corporation (NASDAQ:MSFT) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Microsoft Corporation (MSFT)'s Capital Expenditures Soar, Cloud Revenue Falls Short of Expectations, and Shares Plummet After Hours As reported by Reuters, the market reacted strongly on January 29, 2026, when Microsoft Corporation (NASDAQ:MSFT) announced unprecedented spending on artificial intelligence along with slower cloud growth. After-hours trading saw a 6.5% decline in shares as data revealed Azure sales surged by 39% in the fiscal second quarter, just marginally above forecasts. The total revenue climbed by 17% to $81.3 billion, but the cost increase was faster at 19%. Capital spending totaled $37.5 billion, up nearly 66% year on year, with around two-thirds going toward computing chips, exceeding expectations. For the third quarter of the fiscal year, Microsoft Corporation (NASDAQ:MSFT) projects Azure growth of 37% to 38% and total revenue close to $81.2 billion. It revealed for the first time that M365 Copilot has 15 million annual users. The cloud backlog has doubled to $625 billion, with OpenAI accounting for nearly 45% of the total. Investor fears were heightened by competition from Google’s Gemini and other AI rivals, while executives cautioned that growing memory chip costs could put pressure on profitability. The stock is down by 8.34% YTD as of January 29, 2026. Microsoft Corporation (NASDAQ:MSFT) creates and licenses consumer and enterprise software. 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at Insider Monkey.
Microsoft Corporation (NASDAQ:MSFT) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Microsoft Corporation (MSFT)'s Capital Expenditures Soar, Cloud Revenue Falls Short of Expectations, and Shares Plummet After Hours As reported by Reuters, the market reacted strongly on January 29, 2026, when Microsoft Corporation (NASDAQ:MSFT) announced unprecedented spending on artificial intelli...
Microsoft Corporation (NASDAQ:MSFT) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Microsoft Corporation (MSFT)'s Capital Expenditures Soar, Cloud Revenue Falls Short of Expectations, and Shares Plummet After Hours As reported by Reuters, the market reacted strongly on January 29, 2026, when Microsoft Corporation (NASDAQ:MSFT) announced unprecedented spending on artificial intelligence along with slower cloud growth. After-hours trading saw a 6.5% decline in shares as data revealed Azure sales surged by 39% in the fiscal second quarter, just marginally above forecasts. The total revenue climbed by 17% to $81.3 billion, but the cost increase was faster at 19%. Capital spending totaled $37.5 billion, up nearly 66% year on year, with around two-thirds going toward computing chips, exceeding expectations. For the third quarter of the fiscal year, Microsoft Corporation (NASDAQ:MSFT) projects Azure growth of 37% to 38% and total revenue close to $81.2 billion. It revealed for the first time that M365 Copilot has 15 million annual users. The cloud backlog has doubled to $625 billion, with OpenAI accounting for nearly 45% of the total. Investor fears were heightened by competition from Google’s Gemini and other AI rivals, while executives cautioned that growing memory chip costs could put pressure on profitability. The stock is down by 8.34% YTD as of January 29, 2026. Microsoft Corporation (NASDAQ:MSFT) creates and licenses consumer and enterprise software. 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at Insider Monkey.
Microsoft Corporation (NASDAQ:MSFT) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Microsoft Corporation (MSFT)'s Capital Expenditures Soar, Cloud Revenue Falls Short of Expectations, and Shares Plummet After Hours As reported by Reuters, the market reacted strongly on January 29, 2026, when Microsoft Corporation (NASDAQ:MSFT) announced unprecedented spending on artificial intelli...
Microsoft Corporation (NASDAQ:MSFT) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Microsoft Corporation (MSFT)'s Capital Expenditures Soar, Cloud Revenue Falls Short of Expectations, and Shares Plummet After Hours As reported by Reuters, the market reacted strongly on January 29, 2026, when Microsoft Corporation (NASDAQ:MSFT) announced unprecedented spending on artificial intelligence along with slower cloud growth. After-hours trading saw a 6.5% decline in shares as data revealed Azure sales surged by 39% in the fiscal second quarter, just marginally above forecasts. The total revenue climbed by 17% to $81.3 billion, but the cost increase was faster at 19%. Capital spending totaled $37.5 billion, up nearly 66% year on year, with around two-thirds going toward computing chips, exceeding expectations. For the third quarter of the fiscal year, Microsoft Corporation (NASDAQ:MSFT) projects Azure growth of 37% to 38% and total revenue close to $81.2 billion. It revealed for the first time that M365 Copilot has 15 million annual users. The cloud backlog has doubled to $625 billion, with OpenAI accounting for nearly 45% of the total. Investor fears were heightened by competition from Google’s Gemini and other AI rivals, while executives cautioned that growing memory chip costs could put pressure on profitability. The stock is down by 8.34% YTD as of January 29, 2026. Microsoft Corporation (NASDAQ:MSFT) creates and licenses consumer and enterprise software. 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at Insider Monkey.
Apple Inc. (NASDAQ:AAPL) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Strong iPhone Sales will Boost Apple's Holiday Quarter, with Google AI deal in Spotlight According to a January 28, 2026, Reuters story, demand for the high-end iPhone 17 Pro models is likely to fuel Apple Inc. (NASDAQ:AAPL)’s highest iPhone sales rise in over four years. In the October-December fiscal first q...
Apple Inc. (NASDAQ:AAPL) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Strong iPhone Sales will Boost Apple's Holiday Quarter, with Google AI deal in Spotlight According to a January 28, 2026, Reuters story, demand for the high-end iPhone 17 Pro models is likely to fuel Apple Inc. (NASDAQ:AAPL)’s highest iPhone sales rise in over four years. In the October-December fiscal first quarter, analysts predict that iPhone revenue will surge by roughly 13.8%. Moreover, the total revenue is expected to jump by 11.4% to a record $138.43 billion. In 2025, the corporation held a 20% market share in smartphones worldwide, up from 18% the year before. Even though customer demand was not yet being driven by artificial intelligence features, sales of the newest iPhone series skyrocketed in late 2025. Apple Inc. (NASDAQ:AAPL) aims to implement AI features using Google’s Gemini, a move that analysts believe improves iPhone positioning without requiring significant investment. Greater China sales are projected to expand roughly 15%, and services revenue is forecast to grow 14.1%. Investors will be watching how the firm handles growing expenses due to a worldwide scarcity of memory chips, which could put pressure on margins even though the supply chain is expected to be solid overall. The stock is down by 4.70% YTD as of January 29, 2026. Apple Inc. (NASDAQ:AAPL) designs, produces, and markets wearables and accessories, tablets, smartphones, computers, and other associated services. 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at I...
Responding to the sentences, a Labour Party spokesman said: "Tulip Siddiq has not had access to a fair legal process in this case and has never been informed of the details of the charges against her."
Responding to the sentences, a Labour Party spokesman said: "Tulip Siddiq has not had access to a fair legal process in this case and has never been informed of the details of the charges against her."
NVIDIA Corporation (NASDAQ:NVDA) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. NVIDIA Corporation (NVDA)'s CEO Claims China is Still Finalizing Licence for the H200 Chip NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang stated that China is still finalizing a license to permit sales of the H200 artificial intelligence chip, according to a January 29, 2026, Reuters report. Speakin...
NVIDIA Corporation (NASDAQ:NVDA) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. NVIDIA Corporation (NVDA)'s CEO Claims China is Still Finalizing Licence for the H200 Chip NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang stated that China is still finalizing a license to permit sales of the H200 artificial intelligence chip, according to a January 29, 2026, Reuters report. Speaking in Taipei following visits to Chinese officials, partners, and clients, Huang stated that he is expecting a decision from the Chinese government on approval. He claimed that consumers demand the H200 and described it as advantageous for both the Chinese market and American technological superiority. Reuters had earlier reported that China had approved acquisitions of more than 400,000 H200 chips by ByteDance, Alibaba, and Tencent. This was under rigid conditions, but Huang stated NVIDIA Corporation (NASDAQ:NVDA) has not received such details and believes the outcome is still pending. Huang stated that the corporation needs to compete fiercely because China has a lot of powerful chip companies. He stated that despite limited packaging capacity, the firm will collaborate with TSMC to arrange supply and deliver promptly if the H200 is authorized. Huang noted that he would be happy to invest in OpenAI in the future. The stock is up by 1.94% YTD as of January 29, 2026. NVIDIA Corporation (NASDAQ:NVDA) is a leading graphics processing unit manufacturer. While we acknowledge the potential of NVDA 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at Insider Monkey.
NVIDIA Corporation (NASDAQ:NVDA) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. NVIDIA Corporation (NVDA)'s CEO Claims China is Still Finalizing Licence for the H200 Chip NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang stated that China is still finalizing a license to permit sales of the H200 artificial intelligence chip, according to a January 29, 2026, Reuters report. Speakin...
NVIDIA Corporation (NASDAQ:NVDA) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. NVIDIA Corporation (NVDA)'s CEO Claims China is Still Finalizing Licence for the H200 Chip NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang stated that China is still finalizing a license to permit sales of the H200 artificial intelligence chip, according to a January 29, 2026, Reuters report. Speaking in Taipei following visits to Chinese officials, partners, and clients, Huang stated that he is expecting a decision from the Chinese government on approval. He claimed that consumers demand the H200 and described it as advantageous for both the Chinese market and American technological superiority. Reuters had earlier reported that China had approved acquisitions of more than 400,000 H200 chips by ByteDance, Alibaba, and Tencent. This was under rigid conditions, but Huang stated NVIDIA Corporation (NASDAQ:NVDA) has not received such details and believes the outcome is still pending. Huang stated that the corporation needs to compete fiercely because China has a lot of powerful chip companies. He stated that despite limited packaging capacity, the firm will collaborate with TSMC to arrange supply and deliver promptly if the H200 is authorized. Huang noted that he would be happy to invest in OpenAI in the future. The stock is up by 1.94% YTD as of January 29, 2026. NVIDIA Corporation (NASDAQ:NVDA) is a leading graphics processing unit manufacturer. While we acknowledge the potential of NVDA 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at Insider Monkey.
NVIDIA Corporation (NASDAQ:NVDA) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. NVIDIA Corporation (NVDA)'s CEO Claims China is Still Finalizing Licence for the H200 Chip NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang stated that China is still finalizing a license to permit sales of the H200 artificial intelligence chip, according to a January 29, 2026, Reuters report. Speakin...
NVIDIA Corporation (NASDAQ:NVDA) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. NVIDIA Corporation (NVDA)'s CEO Claims China is Still Finalizing Licence for the H200 Chip NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang stated that China is still finalizing a license to permit sales of the H200 artificial intelligence chip, according to a January 29, 2026, Reuters report. Speaking in Taipei following visits to Chinese officials, partners, and clients, Huang stated that he is expecting a decision from the Chinese government on approval. He claimed that consumers demand the H200 and described it as advantageous for both the Chinese market and American technological superiority. Reuters had earlier reported that China had approved acquisitions of more than 400,000 H200 chips by ByteDance, Alibaba, and Tencent. This was under rigid conditions, but Huang stated NVIDIA Corporation (NASDAQ:NVDA) has not received such details and believes the outcome is still pending. Huang stated that the corporation needs to compete fiercely because China has a lot of powerful chip companies. He stated that despite limited packaging capacity, the firm will collaborate with TSMC to arrange supply and deliver promptly if the H200 is authorized. Huang noted that he would be happy to invest in OpenAI in the future. The stock is up by 1.94% YTD as of January 29, 2026. NVIDIA Corporation (NASDAQ:NVDA) is a leading graphics processing unit manufacturer. While we acknowledge the potential of NVDA 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: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026. Disclosure: None. This article is originally published at Insider Monkey.
bymuratdeniz/iStock via Getty Images While it seems obvious that the future should feature a lower dollar and gold continuing to outperform stocks, that is far from assured. That is the consensus view and while the crowd can be right for a long time, its clairvoyance is inversely proportional to its size. The more consensus the consensus becomes, the less likely it is to happen. I think the right ...
bymuratdeniz/iStock via Getty Images While it seems obvious that the future should feature a lower dollar and gold continuing to outperform stocks, that is far from assured. That is the consensus view and while the crowd can be right for a long time, its clairvoyance is inversely proportional to its size. The more consensus the consensus becomes, the less likely it is to happen. I think the right question to be asking right now is what might change to produce a different outcome, something that bucks the consensus? I’ll leave that for a future commentary. Me, last week I don’t often quote myself because it seems… tawdry somehow. On the other hand, finding anyone skeptical of the recent gold rally is a tall task, so I went with someone I know well. On the third hand, I’m always skeptical of the consensus, and a stopped clock is right twice a day. Truth be told, when I mention something that bucks the consensus and it turns out to be right – however briefly – it’s just luck. And that quote above doesn’t really say anything except being long gold is (was?) pretty popular and that it might not keep outperforming stocks. Still, it was a timely observation, at least for last Friday. In case you missed it, gold* fell over 10% last Friday, and that was the good news from the metals. Silver swan-dived 28.5%, platinum 18.4%, palladium 15.7%, copper 6%; it was a bloodbath correction of an uptrend that has been in place for months, dating back to the middle of last year. The trigger for the selloff was, apparently, the appointment, by President Trump, of Kevin Warsh as the next chairman of the Federal Reserve. Why would that trigger such a large selloff? The theory floated by the media is that Mr. Warsh is a monetary “hawk”, presumably one that will not be as amenable to cutting rates as some of the other candidates. To which I say… really? To believe that, you have to believe that after all of Trump’s haranguing of Jerome Powell, after trying to fire Lisa Cook from the board, ...
Key Points ASML posted strong fourth-quarter earnings that saw net sales rise 29%. The maker of lithography systems for semiconductors had a massive amount of net bookings for 2026 and beyond in the fourth quarter. The memory systems are expected to be a major driver of sales this year. 10 stocks we like better than ASML › The Netherlands-based ASML (NASDAQ: ASML) saw its revenue surge 29% year ov...
Key Points ASML posted strong fourth-quarter earnings that saw net sales rise 29%. The maker of lithography systems for semiconductors had a massive amount of net bookings for 2026 and beyond in the fourth quarter. The memory systems are expected to be a major driver of sales this year. 10 stocks we like better than ASML › The Netherlands-based ASML (NASDAQ: ASML) saw its revenue surge 29% year over year in the fourth quarter, capping off a year when net sales rose 15% to 32.7 billion euros. It was overall a solid earnings report for the leading manufacturer of lithography machines -- the equipment used to print semiconductor circuitry onto silicon wafers that get turned into chips. Earnings per share jumped 33% to 7.35 euros per share, but that fell short of estimates. 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 » The stock price has leveled off a bit in recent days, perhaps on the earnings miss or on investors taking profits after a run that has seen ASML stock rise 33% already in 2026 and 99% over the past year. Its valuation is elevated at 55 times earnings, so investors might have factored that in as well. But the outlook for ASML remains very bright. ASML headed into 2026 with a backlog of $38.8 billion and record quarterly net bookings of 13.2 billion euros, which far exceeded analysts' estimates. That translates, in part, to estimated net sales of between 34 billion euros and 39 billion euros for 2026, which would be up 12% at the midpoint. One of the main growth drivers is its advanced extreme ultraviolet lithography (EUV) machines. These accounted for 7.4 billion euros of the fourth-quarter net bookings. They are used to manufacture memory chips like those made by Micron Technology, one of ASML's biggest clients, for which there is a growing demand. Approximately 56% of the net bookings in the quarter were for memory systems, with log...
AMD's partners are reportedly preparing a fresh new wave of price bumps for Radeon GPUs that are expected to go live this quarter. AMD Radeon GPUs Are Going To Become More Expensive This Quarter As DRAM Supply Constraints Continue As per a new report published by Board Channels, it looks like AMD partners are preparing a second wave of price bumps on Radeon GPUs. The price bumps follow the origina...
AMD's partners are reportedly preparing a fresh new wave of price bumps for Radeon GPUs that are expected to go live this quarter. AMD Radeon GPUs Are Going To Become More Expensive This Quarter As DRAM Supply Constraints Continue As per a new report published by Board Channels, it looks like AMD partners are preparing a second wave of price bumps on Radeon GPUs. The price bumps follow the original wave, which affected both AMD and NVIDIA GPUs, with up to $40 hikes (based on memory configurations). Once again, the price bump is due to the ever-rising memory prices and shortages that come alongwith them. The report states that AMD and its partners had already raised the prices by 5-10% in January 2026, and are now planning to implement a second price increase in the first quarter (February-March) timeframe. It has already led distributors to stock up on GPU inventory so that they aren't pressured by rising prices, and can retain profitability in the current crisis. Though what this means for the consumers is that prices will continue to go up, and that an artificial shortage will be maintained as distributors and retailers wait for the next bumps. Although it isn't mentioned to what extent the prices will be affected, previous reports had anticipated that these will be similar "iterative" bumps as the first one, around 5-10%. It is also mentioned that the current strategy of AMD partners is to offer similar prices as comparable models from NVIDIA. NVIDIA's GPUs have already blown way past MSRP, and the same is the case with AMD Gaming GPUs at several online retailers. AMD Graphics Card Prices Expected to Rise Again in February-March During January, most AMD brand manufacturers raised their cost prices by approximately 5-10% for most models. According to upstream manufacturers, most brands may implement a second price increase starting in February or March. The cost price increase in January, though small, stimulated downstream distributors to stock up. According to t...