QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 15 Best S&P 500 Dividend Stocks to Buy in 2026. Qualcomm (QCOM) Valuation Looks Elevated After Recent Move, Citi Says Kārlis Dambrāns/Flickr On January 15, Citi kept its Neutral rating on QUALCOMM Incorporated (NASDAQ:QCOM) with a $180 price target after the stock moved under a new analyst’s coverage. The firm noted that Qualcomm shares are...
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 15 Best S&P 500 Dividend Stocks to Buy in 2026. Qualcomm (QCOM) Valuation Looks Elevated After Recent Move, Citi Says Kārlis Dambrāns/Flickr On January 15, Citi kept its Neutral rating on QUALCOMM Incorporated (NASDAQ:QCOM) with a $180 price target after the stock moved under a new analyst’s coverage. The firm noted that Qualcomm shares are currently trading above their historical valuation levels. Separately, Reuters reported on January 7 that Qualcomm is in discussions with Samsung Electronics about having Samsung manufacture two-nanometer chips on a contract basis. Qualcomm CEO Cristiano Amon was quoted by the Korea Economic Daily as saying the company is speaking with Samsung first, among a group of chip foundry partners, about producing chips using Samsung’s latest 2-nm process. He also said the design work has already been completed, with commercialization expected in the near future. Qualcomm did not immediately respond to requests for comment outside regular business hours, while Samsung said it does not comment on specific customers. QUALCOMM Incorporated (NASDAQ:QCOM) develops and commercializes core technologies that power much of the wireless communications industry. While we acknowledge the potential of QCOM 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: Dividend Contenders List: Top 20 Stocks and 12 Most Profitable Dividend Stocks to Buy in 2026 Disclosure: None.
What Happened? Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 4% in the afternoon session after a UBS analyst reiterated a Buy rating with a $600 price target. The analyst argued that "continued ramp of the big Fairwater AI data centers in both Atlanta (which went live in October) and Wisconsin (going live in 1Q26)" are "key near-term catalysts for Microsoft Azure growth." Adding to the...
What Happened? Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 4% in the afternoon session after a UBS analyst reiterated a Buy rating with a $600 price target. The analyst argued that "continued ramp of the big Fairwater AI data centers in both Atlanta (which went live in October) and Wisconsin (going live in 1Q26)" are "key near-term catalysts for Microsoft Azure growth." Adding to the positive sentiment, the company announced a multiyear partnership with the Mercedes-AMG PETRONAS F1 Team to use the company's cloud and enterprise AI technologies. The collaboration was set to place Microsoft Azure and AI at the center of the racing team's operations, from the factory to the track, for simulation, performance analysis, and race strategy. This news arrived at a time when investors were looking for signs that Microsoft's investments in AI and cloud expansion were translating into tangible results. The partnership provided a high-profile example of its technology in action. After the initial pop the shares cooled down to $468.77, up 3.8% from previous close. Is now the time to buy Microsoft? Access our full analysis report here, it’s free. What Is The Market Telling Us Microsoft’s shares are not very volatile and have only had 3 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 9 months ago when the stock gained 10.4% on the news that the company reported strong first-quarter 2025 results, with revenue and operating income both beating Wall Street estimates, driven by surging demand for cloud and AI services, signaling resilient enterprise spend amid broader tech budget scrutiny. Sales rose 13%, supported by broad-based strength across all business segments. While Productivity and Business Processes grew 10% and More Personal Computin...
Tesla Inc. (TSLA) out-of-the-money puts have attractive premiums over the next month. I discussed this in a Barchart article three weeks ago, and short-sellers of OTM puts have made money. Tesla will release results on Wednesday, Jan. 28, after the market closes. TSLA is down slightly today at $445.89, although up from a recent closing low of $419.25 on January 20. It hit a three-month low of $391...
Tesla Inc. (TSLA) out-of-the-money puts have attractive premiums over the next month. I discussed this in a Barchart article three weeks ago, and short-sellers of OTM puts have made money. Tesla will release results on Wednesday, Jan. 28, after the market closes. TSLA is down slightly today at $445.89, although up from a recent closing low of $419.25 on January 20. It hit a three-month low of $391.09 on Nov. 21. More News from Barchart TSLA stock - last 3 months - Barchart Short-Put Investment Returns Over the Last 2 Months That was about a month after Tesla released its Q3 earnings on Oct. 22, 2025. I discussed this in a Dec. 2, 2025, Barchart article and a Jan. 4, 2026, Barchart article, “Tesla Stock Has Been Flat For 2 Months - How to Make a 3.2% Yield in One-Month Puts.” An investor could have made $10.68 in premium from shorting a $405.00 strike price put expiring Jan. 2, 2026. That option expired worthless, and the full premium would have been earned. In addition, an investor could have collected $13.23 in premium on Jan. 4 for a Feb. 6 expiry put at the $410.00 TSLA strike price. Today, that put option has a midpoint premium of $4.40. So, today, if closed out (by a “Buy to Close” trade), the investor would have a profit of $8.83 ($13.23 - $4.40). And if TSLA closes over $410 on Feb. 6, the full premium will have been made, as this put contract will expire worthless. So, over the last 2 months, an investor could have made between $19.51 and $23.91 (if it expires worthless). The average cost would have been $407.50 (i.e., $405 and $410). So, the 2-month potential return would be between 4.79% and 5.86%. That is much better than what an investor in TSLA stock would have made. For example, on Dec. 2, TSLA was at $430.46, implying a return of just $15.43 over the last 2 months or +3.59%. That is lower than the +4.8% to +5.9% potential returns from shorting 1 month puts over the last two months. In fact, it makes sense, ahead of earnings on Jan. 28, to roll the tra...
Amazon.com, Inc. (NASDAQ: AMZN) announced today that it will hold a conference call to discuss its fourth quarter 2025 financial results on Thursday, February 5, 2026, at 2:00 p.m. PT/5:00 p.m. ET. The event will be webcast live, and the audio and associated slides will be available for at least three months thereafter at www.amazon.com/ir. Source: Amazon.com, Inc.
Amazon.com, Inc. (NASDAQ: AMZN) announced today that it will hold a conference call to discuss its fourth quarter 2025 financial results on Thursday, February 5, 2026, at 2:00 p.m. PT/5:00 p.m. ET. The event will be webcast live, and the audio and associated slides will be available for at least three months thereafter at www.amazon.com/ir. Source: Amazon.com, Inc.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's take a look at what these Wall Street heavyweights have to say about Broadcom Inc. (AVGO) before we discus...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's take a look at what these Wall Street heavyweights have to say about Broadcom Inc. (AVGO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Broadcom Inc. currently has an average brokerage recommendation (ABR) of 1.21, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 43 brokerage firms. An ABR of 1.21 approximates between Strong Buy and Buy. Of the 43 recommendations that derive the current ABR, 37 are Strong Buy and three are Buy. Strong Buy and Buy respectively account for 86.1% and 7% of all recommendations. Brokerage Recommendation Trends for AVGO Broker Rating Breakdown Chart for AVGO Check price target & stock forecast for Broadcom Inc. here>>> While the ABR calls for buying Broadcom Inc., it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential. Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation. In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement. Zacks Rank, our propriet...
Investing.com -- Baidu Inc (NASDAQ:BIDU) shares rose 1% in Tuesday trading following reports that its primary artificial intelligence interface has reached a significant adoption milestone. The Beijing-based search giant’s Ernie Assistant has officially surpassed 200 million monthly active users, according to reporting from The Wall Street Journal, citing people familiar with the matter. The growt...
Investing.com -- Baidu Inc (NASDAQ:BIDU) shares rose 1% in Tuesday trading following reports that its primary artificial intelligence interface has reached a significant adoption milestone. The Beijing-based search giant’s Ernie Assistant has officially surpassed 200 million monthly active users, according to reporting from The Wall Street Journal, citing people familiar with the matter. The growth comes as the company deepens the integration of its Ernie model into its flagship search application and personal computer software. The assistant now serves as a central hub for third-party services, allowing users to book flights via Trip.com or order food delivery through Meituan. Global competition in the generative AI sector remains fierce as companies race for dominant market share. While Baidu celebrates its 200 million user milestone, OpenAI’s ChatGPT continues to lead the global market with an estimated reach of over 810 million monthly active users, according to a December report from TechCrunch, citing SensorTower data. Domestic rivals are also gaining ground rapidly within the Chinese internet ecosystem. Alibaba Group’s (NYSE:BABA) Qwen assistant reported surpassing 100 million monthly active users in January 2026, reaching that mark just two months after its public beta launch. Baidu has responded to this pressure by expanding the versatility of its "AI Super App" to include health and legal advice. Additionally, users can now utilize the platform to generate high-fidelity videos and images. The company’s stock performance reflects investor optimism regarding the monetization of these large-scale user bases. Related articles Baidu shares climb as Ernie AI reportedly hits 200 million monthly user mark Gold may hit $5,000/oz in 1H'26 - HSBC These 2 stocks are best positioned to benefit from higher uranium prices: analyst
Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter. The firm anticipates stronger market volatility in the coming years and has moderated its enthusiasm. A copy of the letter can be downloaded here. The Wedgewood Composite returned -1.8% (net) in the fourth quarter compared to the S&P 500’s 2.7%, the Russell 1000 Growth Index’s 1.1%, and the Russ...
Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter. The firm anticipates stronger market volatility in the coming years and has moderated its enthusiasm. A copy of the letter can be downloaded here. The Wedgewood Composite returned -1.8% (net) in the fourth quarter compared to the S&P 500’s 2.7%, the Russell 1000 Growth Index’s 1.1%, and the Russell 1000 Value Index’s 3.8% returns. YTD, the Composite gained 4.3% compared to 17.9%, 18.6%, and 15.9% returns for the indexes, respectively. Wedgewood Partners’ focus on high-quality stocks has historically worked since 1992, but not in 2025. The letter highlighted poor stock selection, the portfolio’s strong past performers due for valuation correction, and being structurally underweight in AI stocks drove the underperformance. The letter noted that in 2026, crowded AI investments and stretched valuations create pressure on prudent investment decisions. In addition, you can check the Fund’s top 5 holdings to determine its best picks for 2025. In its fourth-quarter 2025 investor letter, Wedgewood Partners highlighted Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG) stood out as the leading performer of the strategy in the quarter. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services operating through Google Services, Google Cloud, and Other Bets segments. On January 16, 2026, Alphabet Inc. (NASDAQ:GOOG) stock closed at $330.34 per share. One-month return of Alphabet Inc. (NASDAQ:GOOG) was 7.04%, and its shares gained 67.22% of their value over the last 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a market capitalization of $3.988 trillion. Wedgewood Partners stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its fourth quarter 2025 investor letter:
Alibaba Group Holding Limited (NYSE:BABA) is included in our list of the best stocks to buy right now. Strong Analyst Confidence in Alibaba Group Holding (BABA) Amid AI and Cloud Momentum Gil C / Shutterstock.com Alibaba Group Holding Limited (NYSE:BABA) enjoys strong investor confidence, with 85% of Wall Street analysts bullish on the stock as of January 12, 2026. The consensus price target of $1...
Alibaba Group Holding Limited (NYSE:BABA) is included in our list of the best stocks to buy right now. Strong Analyst Confidence in Alibaba Group Holding (BABA) Amid AI and Cloud Momentum Gil C / Shutterstock.com Alibaba Group Holding Limited (NYSE:BABA) enjoys strong investor confidence, with 85% of Wall Street analysts bullish on the stock as of January 12, 2026. The consensus price target of $196.99 implies a 31.50% upside. On January 5, 2026, Alibaba Group Holding Limited (NYSE:BABA) unveiled its plans to offer AI-powered services for restaurants with its Amap app. With this offering, the company will enable businesses to generate 3D interior renderings by uploading videos or images. Using its visual WAN model, Alibaba Group Holding Limited (NYSE:BABA) will provide this feature at no cost for a limited time. This strategy will allow the company to compete more directly with Meituan in China’s food and dining sector. With this move, the company aims to extend its ecosystem beyond traditional e-commerce amid ongoing AI and cloud innovation. Surrounding this update are nuanced Wall Street commentaries. On January 8, 2026, Morgan Stanley reiterated its ‘Overweight’ rating and reduced its price target from $200 to $180, citing a weaker outlook for core e-commerce amid high-consumption levels in the first half of 2027. This comes despite the strong cloud growth supporting the company’s ambitions. On the same day, Jefferies reiterated its ‘Buy’ rating while lowering its price target from $231 to $225. The firm cited strong performance in Quick Commerce and accelerating cloud revenue driven by AI demand. Thus, both firms reaffirm the company’s position as a leading AI enabler in China despite short-term pressure on traditional retail segments. Alibaba Group Holding Limited (NYSE:BABA) focuses on developing technology infrastructure and digital platforms spanning commerce, cloud computing, local services, logistics, and AI solutions. While we acknowledge the potential of...
Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy right now. Analysts Bullish on Broadcom (AVGO) Amid Strong AI Chip Outlook On January 11, 2026, Mizuho revisited semiconductor stocks and shared its revised 2026 outlook. The firm expects continued demand for the sector, driven by artificial intelligence. It projects AI-related chips and equipment to continue to support the sector. Howev...
Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy right now. Analysts Bullish on Broadcom (AVGO) Amid Strong AI Chip Outlook On January 11, 2026, Mizuho revisited semiconductor stocks and shared its revised 2026 outlook. The firm expects continued demand for the sector, driven by artificial intelligence. It projects AI-related chips and equipment to continue to support the sector. However, it sees smaller gains in 2026 compared to the previous year. In this context, it named Broadcom Inc. (NASDAQ:AVGO) as one of the three best picks, alongside Nvidia and Lumentum. This bullish sentiment was echoed by Bernstein SocGen on January 9, 2026, when its analyst Stacy Rasgon reiterated an ‘Outperform’ rating with a $475.00 price target. The update followed the analyst’s meeting with Broadcom Inc. (NASDAQ:AVGO) management. Following the meeting, the analyst shared an update, dismissing concerns surrounding rising AI competition and customer-owned tooling. The analyst cited the company’s unmatched technological innovation, execution of its XPU roadmap, and supply chain scale. The company’s technical advancements, represented by 3D chip stacking and 400G SerDes, reflect the company’s manufacturing capabilities. These capabilities, alongside packaging know-how, position the company well as a dominant player in AI ASIC. These positives fuel a resilient outlook for the company amid Nvidia’s continued growth. Broadcom Inc. (NASDAQ:AVGO) focuses on designing and supplying semiconductors and infrastructure software solutions, including AI-focused chips, IP licensing, cybersecurity, storage, and networking. 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 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: 7 Best Risin...