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...
Oracle Corporation (NYSE:ORCL) is one of the best stocks to buy in 2026 for beginners. On January 14, KeyBanc reiterated a Buy rating on Oracle Corporation (NYSE:ORCL) and set a price target of $300. The rating update came the same day Oracle Corporation (NYSE:ORCL) announced the signing of a new cloud agreement with the UK Ministry of Defence (MoD), allowing the MoD to rapidly transition legacy t...
Oracle Corporation (NYSE:ORCL) is one of the best stocks to buy in 2026 for beginners. On January 14, KeyBanc reiterated a Buy rating on Oracle Corporation (NYSE:ORCL) and set a price target of $300. The rating update came the same day Oracle Corporation (NYSE:ORCL) announced the signing of a new cloud agreement with the UK Ministry of Defence (MoD), allowing the MoD to rapidly transition legacy technology systems to Oracle Cloud Infrastructure (OCI). The agreement supports the Ministry’s modernization goals, effective use of critical data to bolster the national security of the region, and adoption of new AI capabilities. Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal The cloud agreement between Oracle Corporation (NYSE:ORCL) and MoD allows access to OCI to support the modernisation and consolidation of legacy systems. Jason Rees, senior vice president of Technology Engineering, Oracle EMEA, stated that the migration of work loads to Oracle Cloud Infrastructure would allow the sophisticated use of data and AI to bolster national security for the UK without complicated and costly rewrites, with OCI’s in-built security and AI solutions offering a strong foundation for improved decision making, faster innovation, and mission-ready capabilities. Oracle Corporation (NYSE:ORCL) provides products and services addressing aspects of corporate IT environments, including applications and infrastructure technologies. The company’s operations are divided into the following business segments: Cloud and License, Hardware, and Services. 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’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: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Rig...
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...
We recently compiled a list of the 10 Best Investments During A Recession. Microsoft Corporation tops our list for being one of the best investments during a recession. On January 11, TheFly reported that Goldman Sachs initiated coverage on MSFT with a Buy rating and a $655 price target, implying ~37% upside. The key factors influencing long-term development, according to analyst Gabriela Borges, ...
We recently compiled a list of the 10 Best Investments During A Recession. Microsoft Corporation tops our list for being one of the best investments during a recession. On January 11, TheFly reported that Goldman Sachs initiated coverage on MSFT with a Buy rating and a $655 price target, implying ~37% upside. The key factors influencing long-term development, according to analyst Gabriela Borges, are MSFT’s strong AI positioning, cloud leadership, and vertical integration. Goldman predicts that by 2030, the company might reach an EPS of $35 due to core software growth patterns, increasing cloud demand, and growing AI usage. On January 7, MSFT announced it would release Q2 2026 financial results on January 28, serving as a near-term catalyst for analyst activity. Microsoft Corporation (MSFT) Seen with 37% Upside as Goldman Highlights AI and Cloud Leadership Microsoft Headquarters Microsoft Corporation (NASDAQ:MSFT) is a global technology leader specializing in software, cloud computing, AI, and hardware solutions. Known for Windows, Office, Azure, and AI platforms, the company leverages vertical integration to drive growth, efficiency, and innovation, positioning itself as a dominant player in enterprise and consumer technology markets. 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: 12 Best Multibagger Stocks to Buy Heading into 2026 and 7 Best Rising Tech Stocks to Buy Now. Disclosure: None.
Broadcom Inc. (NASDAQ:AVGO) is among the stocks with the best earnings growth for the next 5 years. On January 15, Wells Fargo upgraded its rating on Broadcom Inc. (NASDAQ:AVGO) to Overweight from Equal-weight, while lifting the price target to $430 from $410, which suggests a potential upside of around 24%. The leading bank noted the recent pullback in Broadcom Inc. (NASDAQ:AVGO), along with stre...
Broadcom Inc. (NASDAQ:AVGO) is among the stocks with the best earnings growth for the next 5 years. On January 15, Wells Fargo upgraded its rating on Broadcom Inc. (NASDAQ:AVGO) to Overweight from Equal-weight, while lifting the price target to $430 from $410, which suggests a potential upside of around 24%. The leading bank noted the recent pullback in Broadcom Inc. (NASDAQ:AVGO), along with strengthening confidence in potentially significant incremental catalysts through 2026, for its bullish outlook. Additionally, Wells Fargo raised its revenue/EPS estimates to $100.3 billion/$10.80 from $97.0 billion/$10.36 for CY26 and to $143.8 billion/$15.35 and from $130.5 billion/$13.90 for CY27. Jim Cramer Discusses Quantum Computing & International Business Machines Corporation (IBM) Sergiy Zavgorodny/Shutterstock.com These revisions imply improved guidance for the company’s AI semiconductor revenue, now projected to reach $52.6 billion, up 116% YoY, in 2026 and $93.4 billion, climbing 78% YoY, in 2027. Wells Fargo now forecasts low double-digit YoY growth for the company’s Infrastructure Software segment in FY26, highlighting that Broadcom Inc. (NASDAQ:AVGO) said goodbye to FY25 with nearly $73 billion in Infrastructure Software backlog. On the same day, Citi reaffirmed a ‘Buy’ rating on Broadcom Inc. (NASDAQ:AVGO) with a price target of $480 following a transfer of coverage. The firm backs its stance with the company’s growing AI sales. Broadcom Inc. (NASDAQ:AVGO), founded in 1961, provides semiconductor devices and infrastructure software worldwide through its Semiconductor Solutions and Infrastructure Software segments. 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...
PDD Holdings recently began internal beta testing of its “Billion-Dollar Supermarket” grocery service within its app, using heavy subsidies and time-limited coupons to attract price-sensitive users and counter intense competition from JD.com, Alibaba, and Meituan. This move marks a push deeper into everyday essentials, potentially increasing user stickiness at a time when the broader China interne...
PDD Holdings recently began internal beta testing of its “Billion-Dollar Supermarket” grocery service within its app, using heavy subsidies and time-limited coupons to attract price-sensitive users and counter intense competition from JD.com, Alibaba, and Meituan. This move marks a push deeper into everyday essentials, potentially increasing user stickiness at a time when the broader China internet sector faces rising regulatory scrutiny and shifting trade conditions. Now we'll examine how the Billion-Dollar Supermarket launch could reshape PDD Holdings' investment narrative and long-term business profile. Find companies with promising cash flow potential yet trading below their fair value. PDD Holdings Investment Narrative Recap To own PDD Holdings, you need to believe its heavy spending on subsidies and ecosystem support can still translate into durable e-commerce scale, both in China and abroad, despite rising competition and regulatory scrutiny. The Billion-Dollar Supermarket beta fits this thesis but does not fundamentally change the near term picture: the key catalyst remains execution on growth investments, while the biggest risk is ongoing pressure on margins if subsidy driven initiatives fail to deliver sufficient financial payback. Among recent developments, Morgan Stanley’s decision to remove PDD from its “Top Pick” list, while keeping an Overweight rating and a US$148 price target, sits squarely in this context. It underlines how concerns about tighter China internet regulation and intense domestic competition now sit alongside the company’s ecosystem investment story as central factors for how the market is likely to treat new initiatives such as Billion-Dollar Supermarket. But before getting comfortable with that trade off, investors should be aware that PDD’s willingness to prioritize large scale subsidies and support programs over margins could... Read the full narrative on PDD Holdings (it's free!) PDD Holdings' narrative projects CN¥555.7 billion r...
From Promise to Progress: Governor Hochul Celebrates Groundbreaking of Micron’s Semiconductor Manufacturing Facility in Central New York Governor Kathy Hochul (.gov)
From Promise to Progress: Governor Hochul Celebrates Groundbreaking of Micron’s Semiconductor Manufacturing Facility in Central New York Governor Kathy Hochul (.gov)
Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the December quarter, the Fund returned -0.7%. The Fund’s long positions contributed to the performance, while short positions, hedging, and currencies detracted. Global equity markets delivered solid performance in 2025. US mar...
Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the December quarter, the Fund returned -0.7%. The Fund’s long positions contributed to the performance, while short positions, hedging, and currencies detracted. Global equity markets delivered solid performance in 2025. US markets posted strong gains in the quarter, with the S&P 500 up 2.4% and the Nasdaq up 2.3%. Europe and Japan were among the stronger performance contributors. For more information on the Fund’s best picks in 2025, please check its top five holdings. In its fourth-quarter 2025 investor letter, Munro Global Growth Fund highlighted stocks such as 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 13, 2026, Alphabet Inc. (NASDAQ:GOOG) stock closed at $336.31 per share. One-month return of Alphabet Inc. (NASDAQ:GOOG) was 12.83%, and its shares gained 70.73% of their value over the last 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a market capitalization of $4.06 trillion. Munro Global Growth Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its fourth quarter 2025 investor letter:
This article first appeared on GuruFocus. China's market regulator has opened an antitrust investigation into Trip.com Group (NASDAQ:TCOM), placing the country's largest online travel platform under renewed scrutiny just ahead of the Spring Festival holiday period. The State Administration for Market Regulation said the company is suspected of abusing its market position and engaging in monopolist...
This article first appeared on GuruFocus. China's market regulator has opened an antitrust investigation into Trip.com Group (NASDAQ:TCOM), placing the country's largest online travel platform under renewed scrutiny just ahead of the Spring Festival holiday period. The State Administration for Market Regulation said the company is suspected of abusing its market position and engaging in monopolistic practices, without detailing the specific conduct under review. Trip.com said it will cooperate with the investigation, which echoes earlier enforcement actions by the same watchdog that previously targeted major technology platforms as part of a broader effort to rein in market dominance. Regulatory pressure on the online travel sector has been building for months. In August, Guizhou's market regulator summoned several platforms including Ctrip, Tongcheng, Douyin, Meituan and Fliggy to discuss potential antitrust concerns, while in September authorities in Zhengzhou summoned Trip.com over alleged violations involving unfair restrictions on merchants' transactions and pricing. More recently, the Yunnan Provincial Tourism Homestay Industry Association publicly complained that Ctrip abused its dominant position. The announcement weighed on investor sentiment, with Trip.com's Hong Kong shares falling 6.5% following the regulator's statement. Trip.com's market position has long made it a focal point for regulators as China's travel activity accelerates. Founded in 1999, the company operates brands including Ctrip, Qunar, Trip.com and Skyscanner, and faces limited competition of similar scale, although Alibaba, Meituan and ByteDance units offer travel services. Its dominance was reinforced through the acquisition of Qunar in 2015 and strategic investments in Tongcheng Travel and Elong Travel, and consultancies estimate Trip.com accounted for nearly half of mainland outbound travel in 2024. The probe comes as Chinese travelers are expected to make about 165 million to 175 mill...
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities experienced a strong momentum in 2025 and marked their second consecutive year of double-digit gains. The market witnessed one of the fastest recoveries following its dip into bear territor...
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities experienced a strong momentum in 2025 and marked their second consecutive year of double-digit gains. The market witnessed one of the fastest recoveries following its dip into bear territory in April. Market leadership continued to narrow as Mega-cap stocks and AI-driven companies dominated the landscape. Against this backdrop, The Mar Vista’s U.S. Quality strategy reported +0.20% net-of-fees gains in Q4 2025 vs. the Russell 1000® Index’s +2.41% return and the S&P 500® Index’s +2.65% return. Stock selection in the communication services, consumer discretionary, and financials sectors was favorable to its performance, while stock selection in information technology, materials, and healthcare detracted from its performance. The letter also shared that, in 2026, markets will need to strike a balance between strong fundamentals and increasing economic uncertainties. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its fourth-quarter 2025 investor letter, Mar Vista U.S. Quality Strategy highlighted stocks such as 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 12, 2026, Alphabet Inc. (NASDAQ:GOOG) stock closed at $332.73 per share. One-month return of Alphabet Inc. (NASDAQ:GOOG) was 7.57%, and its shares gained 73.04% of their value over the last 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a market capitalization of $4.017 trillion. Mar Vista U.S. Quality Strategy stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its fourth quarter 2025 investor letter: