NVIDIA Corporation (NASDAQ:NVDA) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Goldman Sachs reaffirmed its preference for Broadcom and Nvidia, highlighting that it continues to prefer both names within the compute ecosystem. The firm developed an “investment cost curve” to compare the economies of different chipmakers’ AI solutions and their competitiveness over time. It i...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Goldman Sachs reaffirmed its preference for Broadcom and Nvidia, highlighting that it continues to prefer both names within the compute ecosystem. The firm developed an “investment cost curve” to compare the economies of different chipmakers’ AI solutions and their competitiveness over time. It is intended to address investor questions about the GPU versus ASIC debate in artificial intelligence computing. The firm’s analysis indicates that Google/Broadcom’s TPU is rapidly closing the performance gap with Nvidia’s GPU solutions on compute cost performance. The TPU v7 achieves an estimated 70% reduction in cost per token compared to TPU v6, bringing it on par or slightly better than Nvidia’s GB200 NVL72 in absolute cost terms. Even though competitive pressures exist, Goldman believes Nvidia still has advantages, particularly in its time-to-market and software. Moreover, its CUDA software remains a significant competitive moat for customers. In comparison, Amazon’s Trainium and AMD solutions have delivered only about 30% cost reduction, lagging behind Nvidia and Google solutions on absolute cost. NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. 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: 10 AI Stocks Making Waves on Wall Street and 10 AI Stocks on Market Radar Disclosure: None.
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
Apple Inc. (NASDAQ:AAPL) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Goldman Sachs analyst Michael Ng reiterated a Buy rating on the stock with a $320.00 price target. The firm views APPL’s recent YTD drop as a buying opportunity, citing multi-year iPhone strength and Services mix. The investment bank noted how Apple’s shares are down 5% YTD at the start of calendar 2026,...
Apple Inc. (NASDAQ:AAPL) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Goldman Sachs analyst Michael Ng reiterated a Buy rating on the stock with a $320.00 price target. The firm views APPL’s recent YTD drop as a buying opportunity, citing multi-year iPhone strength and Services mix. The investment bank noted how Apple’s shares are down 5% YTD at the start of calendar 2026, likely due to commodity cost inflation and App Store concerns. However, the recent weakness presents a buying opportunity as the iPhone refresh cycle continues. Revenue for the iPhone is projected to grow 9% in both fiscal 2026 and 2027. Moreover, for the first quarter of fiscal 2026, the firm forecasts earnings per share of $2.66, in line with FactSet consensus. First-quarter iPhone revenue is likely to increase 13% year-over-year, fueled by 5% unit growth (including 26% growth in China) and 8% stronger price and mix. Goldman Sachs noted how future iPhone demand is going to be positively impacted by a foldable iPhone in late 2026, a shift to a biannual iPhone launch cycle, and new software upgrades. iPhone demand in the next 2 years is likely to benefit from the iPhone Fold (Fall 2026, 4.5/25.4 mn units in F2026/F2027), the shift to a biannual iPhone launch cycle with the iPhone 18 base and iPhone Air 2 delayed from Fall 2026 to Spring 2027, and new software upgrades with iOS and Siri 2.0. Even though App Store spending growth decelerated again to 7% year-over-year in the first quarter, the firm forecast overall Services revenue to grow 14% driven by momentum in other categories including traffic acquisition costs, iCloud+, and AppleCare+. Further tailwinds in F2026 are expected from new ad formats in the App Store. Goldman Sachs further noted how product price/mix growth and continued mix shift toward Services are likely to support gross margins, which will help offset potential headwinds from memory cost inflation. Apple’s recent partnership with Google Gemini and conti...
The Korean government is moving towards regulatory actions against Grok, xAI’s generative artificial intelligence (AI) chatbot, following mounting concerns over its alleged involvement in generating and distributing sexually exploitative deepfake images. The Personal Information Protection Commission (PIPC) has launched a preliminary fact-finding review into Grok after the allegations were reporte...
The Korean government is moving towards regulatory actions against Grok, xAI’s generative artificial intelligence (AI) chatbot, following mounting concerns over its alleged involvement in generating and distributing sexually exploitative deepfake images. The Personal Information Protection Commission (PIPC) has launched a preliminary fact-finding review into Grok after the allegations were reported on Sunday. The preliminary process is to confirm whether the violation actually occurred and whether the matter falls within its jurisdiction before launching a formal investigation. The move follows a series of reports that surfaced overseas accusing Grok of being used to create explicit and nonconsensual deepfake images, with some involving real individuals and minors. Advertisement PIPC will reportedly determine its next steps after reviewing Grok’s explanation and supporting documents, while also reviewing global regulatory trends. Under the Personal Information Protection Act, altering or generating sexual images of identifiable individuals without consent may constitute unlawful handling of personal data. The AI service, which is integrated with social media platform X and offers both text and image generation on the platform, has faced criticism for deepfake images of real people since late last year. Advertisement According to the global non-governmental organisation Center for Countering Digital Hate, Grok is estimated to have generated around 3 million sexually explicit images between December 29, 2025, and January 8 this year. Among them, around 23,000 images involved minors.
Oracle Corporation (NYSE:ORCL) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Guggenheim analyst John DiFucci reiterated a Buy rating on the stock with a $400.00 price target. ORCL remains firm’s “Best Idea” in the software sector. The firm has addressed several factors in its report, including reviewing its thesis on ORCL, acknowledging investor concerns, and introducing in...
Oracle Corporation (NYSE:ORCL) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Guggenheim analyst John DiFucci reiterated a Buy rating on the stock with a $400.00 price target. ORCL remains firm’s “Best Idea” in the software sector. The firm has addressed several factors in its report, including reviewing its thesis on ORCL, acknowledging investor concerns, and introducing incremental work on its financial model. A few of the investor concerns Guggenheim highlighted include Oracle’s commitment to investment-grade debt and recent press issues, as well as real concerns regarding customer concentration, particularly OpenAI. However, Guggenheim believes that these concerns are outweighed by the company’s strategic positioning, financial discipline, and long-term growth opportunity. For the firm, Oracle remains the best opportunity in the software sector. Oracle, the firm noted, has a “better mousetrap” in cloud infrastructure built on lessons learned by others that came before it (particularly Amazon Web Services). This, combined with unique enterprise-grade technologies, enables incomparable scaling and security. It has therefore deemed Oracle a “decade stock” that will witness growth at a “hyper rate” with cash flows that will “waterfall” over the longer term. However, it also cautioned that investors will have to wait for that to happen. We see this as an opportunity for investors with a longer time horizon, a few years rather than a few weeks or months, to start to build a position. While we keep calling this a decade stock (because we believe it is), we expect the numbers to be irrefutable in half that time and be obvious long before that. As a result, ORCL remains our Best Idea with a $400 Price Target. Oracle Corporation (NYSE: ORCL) is a database management and cloud services provider. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you...
The stock has climbed in the triple digits in a year. Nebius Group (NBIS 2.43%) has been a stock market darling over the past year, with the shares soaring more than 160%. This is because the company is delivering something artificial intelligence (AI) customers want right now, and that's capacity for their workloads. And this has been driving explosive revenue growth. The AI market is booming, an...
The stock has climbed in the triple digits in a year. Nebius Group (NBIS 2.43%) has been a stock market darling over the past year, with the shares soaring more than 160%. This is because the company is delivering something artificial intelligence (AI) customers want right now, and that's capacity for their workloads. And this has been driving explosive revenue growth. The AI market is booming, and analysts expect it to reach into the trillions of dollars by the end of the decade. This sounds like great news for Nebius. But it's important to look at the complete picture, which may not result in every AI stock soaring. After Nebius' enormous gain, could the stock possibly stumble -- and maybe even go to $0? Let's find out. Compute for AI workloads So, first, a quick note on the Nebius story up until this point. The company sells its customers access to compute for their AI workloads, and it also offers managed services. This has been popular with AI customers because it's helped them gain speed and keep their costs in check. It's often faster and cheaper to turn to a player like Nebius than to build out one's own infrastructure. As a result, Nebius has generated amazing growth, as we can see in the latest quarter when revenue surged more than 300%. At the same time, Nebius has attracted the business of market giants such as Microsoft and Meta Platforms. Both have signed billion-dollar deals for capacity with the company in recent months. Expand NASDAQ : NBIS Nebius Group Today's Change ( -2.43 %) $ -2.35 Current Price $ 94.50 Key Data Points Market Cap $24B Day's Range $ 93.53 - $ 98.89 52wk Range $ 18.31 - $ 141.10 Volume 10M Avg Vol 16M Gross Margin -1312.43 % All of this could result in significant growth for Nebius. But before you rush to get in on the stock, it's important to keep a couple of things in mind. In order to serve this great demand, Nebius must take on debt -- this always represents a risk -- and we don't yet know if the growth we're seeing will equa...
Micron Technology, Inc. (NASDAQ:MU) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, TD Cowen analyst Krish Sankar raised the price target on the stock to $450.00 (from $300.00) while maintaining a “Buy” rating. The firm sees cycle strength, shortages, and pricing upside to continue to support MU in the medium term. According to the firm, memory shortages are worsening rather ...
Micron Technology, Inc. (NASDAQ:MU) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, TD Cowen analyst Krish Sankar raised the price target on the stock to $450.00 (from $300.00) while maintaining a “Buy” rating. The firm sees cycle strength, shortages, and pricing upside to continue to support MU in the medium term. According to the firm, memory shortages are worsening rather than improving, which supports further upside to MU’s calendar 2026 earnings power even though estimates remain unchanged, as it is still early. As DRAM and NAND prices increase and put pressure on budgets, the firm believes this favors multi-year long-term agreements, even though timings and terms remain uncertain. TD Cowen also anticipates server average selling prices (ASPs) to peak at 200% year-over-year in the second half of 2026 and stabilize at that level. This reflects continued near-term momentum for MU despite its recent strong stock performance. Overall, Micron is likely to continue outperforming semiconductor stocks in the near-term, but TD Cowen believes that the trade may flip in favor of semicaps in the second half of 2026. We still think that MU may continue to outperform semicaps near-term (AMAT/LRCX up 30/35% last 1 month vs 45% for MU) as cleanroom constraints cap near-term upside. We think the trade might flip in favor of semicaps in 2H:C26. MU’s recent deal with PSMC is a recent example why we expect to see further upside revisions for semicap in CY27. Micron Technology, Inc. (NASDAQ:MU) develops and sells memory and storage products for data centers, mobile devices, and various industries worldwide. While we acknowledge the potential of MU 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: ...
JHVEPhoto/iStock Editorial via Getty Images In today's market, almost every software company has rebranded itself as an AI company. RingCentral ( RNG ), a company known for contact center solutions and employee/customer experience tools, is no different. Over the past year, the company has taken great pains to rebrand itself as the AI Voice company, selling AI communications-in-a-box functionaliti...
JHVEPhoto/iStock Editorial via Getty Images In today's market, almost every software company has rebranded itself as an AI company. RingCentral ( RNG ), a company known for contact center solutions and employee/customer experience tools, is no different. Over the past year, the company has taken great pains to rebrand itself as the AI Voice company, selling AI communications-in-a-box functionalities primarily for smaller businesses. Wall Street, needless to say, has been more skeptical on this conversion. The stock is down more than 20% over the past year as RingCentral has struggled with overall growth. While new products are showcasing promise, most of this business is being converted over from old products, and top-line growth is still sitting in the mid single digits. But at the same time, we do have to recognize the fact that RingCentral may have dropped to values that are too low to ignore. Data by YCharts I'm initiating RingCentral at a buy rating. While I don't think this is anywhere close to the highest-quality software or AI company on the market, I'm increasingly more wary of expensive valuation multiples in the market. I think RingCentral's combination of steady growth, rising operating margins, and healthy cash flow will be great assets from an investment perspective as the market potentially rotates away from expensive large-cap names and into small-cap value. The AI Voice Platform First, let's get a solid understanding of what RingCentral does. The company was founded in 1999 as a business contact center solution. Its core, original use case was to migrate businesses off traditional phone lines and into modernized contact centers that ran through the cloud. On top of this, the company also offered products for internal communications, via both messaging and video (similar to Slack or Microsoft Teams). Of course, in today's IT landscape, contact centers themselves are getting outdated. This is why RingCentral made the pivot to advertise its agentic AI ...
For the better part of the last three years, investors have had plenty to be thankful for . In 2025, the widely followed Dow Jones Industrial Average (DJINDICES: ^DJI) , broad-based S&P 500 (SNPINDEX: ^GSPC) , and growth stock-dependent Nasdaq Composite (NASDAQINDEX: ^IXIC) rallied by 13%, 16%, and 20%, respectively. This was a continuation of a three-year streak for the S&P 500 where it's deliver...
For the better part of the last three years, investors have had plenty to be thankful for . In 2025, the widely followed Dow Jones Industrial Average (DJINDICES: ^DJI) , broad-based S&P 500 (SNPINDEX: ^GSPC) , and growth stock-dependent Nasdaq Composite (NASDAQINDEX: ^IXIC) rallied by 13%, 16%, and 20%, respectively. This was a continuation of a three-year streak for the S&P 500 where it's delivered annual gains of at least 16%. Catalysts have been abundant, with the rise of artificial intelligence and the advent of quantum computing spurring innovation and promising to increase the long-term growth potential of many of Wall Street's most influential businesses. A resilient U.S. economy has also provided a boost to equities. Most S&P 500 companies are leapfrogging Wall Street's profit projections. To boot, President Donald Trump's Tax Cuts and Jobs Act, passed during his first term in the White House, has incentivized publicly traded companies to repurchase their own stock, which can have a positive impact on earnings per share. Continue reading