Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On February 25, in an SEC filing, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported that it had made new investments and has kept its capital structure steady. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments The company made no...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On February 25, in an SEC filing, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported that it had made new investments and has kept its capital structure steady. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments The company made no changes to the shareholdings of TSMC’s board members, executive officers, and shareholders who own over 10% of the company’s total common shares. In addition, Taiwan Semiconductor Manufacturing Company and its subsidiaries made fixed-income investments, including NT$30.2 billion in acquisitions, NT$300 million in equity investments through dispositions, and the acquisition of land valued at NT$6.2 billion. In another SEC filing on March 2, TSMC announced that its board approved the distribution of approximately NT$115.59 billion in cash dividends, including a dividend of NT$6 per common share for Q3 2025. The dividend is set to be paid on April 9, 2026. We also covered the news on Apple’s plan to purchase more than 100 million advanced chips produced by TSMC. You can read more about it here. Of the 50 analysts covering TSM, 49 rate the stock a Buy, while 1 has a Hold rating. The average price target on TSM indicates an upside of over 21% as of March 10. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is the world’s largest semiconductor foundry and is engaged in the manufacturing and designing of semiconductor chips. These chips are used by companies across several end markets, including personal computers and peripheral products, consumer electronics, wired and wireless communications systems, and automotive and industrial equipment. While we acknowledge the potential of TSM 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 s...
Broadcom Inc. (NASDAQ:AVGO) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 6, TheFly reported that Morgan Stanley analyst Joseph Moore lifted the price target on Broadcom Inc. (NASDAQ:AVGO) from $462 to $470, keeping an Overweight rating on the stock. Morgan Stanley Raises PT on Broadcom, Keeps Overweight Rating Photo by JESHOOTS.COM on Unsplash Moore remains positive on Broadc...
Broadcom Inc. (NASDAQ:AVGO) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 6, TheFly reported that Morgan Stanley analyst Joseph Moore lifted the price target on Broadcom Inc. (NASDAQ:AVGO) from $462 to $470, keeping an Overweight rating on the stock. Morgan Stanley Raises PT on Broadcom, Keeps Overweight Rating Photo by JESHOOTS.COM on Unsplash Moore remains positive on Broadcom following its robust quarterly performance, achieving a record Q1 FY2026 revenue of $19.31 billion, up 29% from a year ago. The company also generated a record $13.1 billion in adjusted EBITDA. The analyst highlighted that the robust AI demand continues to drive upside for Broadcom, with networking outcomes surpassing expectations and previous margin concerns easing. Moore also mentioned the company’s long-term visibility, citing its custom AI ASIC programs. The hyperscaler customers could drive significant growth for Broadcom through FY2026, added Moore. The company returned over $10.9 billion to shareholders in Q1, including $3.1 billion in cash dividends and $7.8 billion in share buybacks. For Q2 FY2026, Broadcom expects revenue to be around $22 billion, a growth of almost 47% year-over-year, while the EBITDA is estimated to account for almost 68% of projected revenue. Broadcom Inc. (NASDAQ:AVGO) is engaged in the design and development of different semiconductor devices and infrastructure software solutions worldwide. The company operates through two segments: Semiconductor Solutions and Infrastructure Software. 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: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: ...
Apple Inc. (NASDAQ:AAPL) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 5, TheFly reported that Barton Crockett of Rosenblatt Securities increased the price target on Apple Inc. (NASDAQ:AAPL) from $267 to $268, maintaining the Neutral rating on the iPhone maker. Rosenblatt Lifts PT on Apple, Maintains Netural Rating ymgerman / Shutterstock.com Crockett remains positive on Apple...
Apple Inc. (NASDAQ:AAPL) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 5, TheFly reported that Barton Crockett of Rosenblatt Securities increased the price target on Apple Inc. (NASDAQ:AAPL) from $267 to $268, maintaining the Neutral rating on the iPhone maker. Rosenblatt Lifts PT on Apple, Maintains Netural Rating ymgerman / Shutterstock.com Crockett remains positive on Apple following the company’s recent event, in which it launched its Chromebook-style MacBook Neo, tapping into the lower end of the laptop market. Apart from that, a lower-end iPhone 17e also adds to the company’s lineup in the budget hardware category. The analyst also mentioned that Apple’s high-end products account for a modest percentage of build-to-order, which could lead to in-line performance with its March-quarter guidance. On January 30, Reuters reported that, according to the LSEG, Apple expects Q2 FY2026 revenue to increase by 13% to 16%, compared with analysts’ 10% growth rate. Despite strong performance, Crockett highlighted that Apple trades at a meaningful premium. A majority of 52 analysts out of 54 have rated AAPL a Buy, while only two analysts rate the stock as a Hold. The average price target of $302.5 highlights an upside of over 16%, while Rosenblatt’s price target implies a modest increase of almost 3% as of March 10. Apple Inc. (NASDAQ:AAPL) is one of the largest smartphone and laptop manufacturers in the world. The company designs and markets smartphones, personal computers, tablets, and a range of wearables and accessories. 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: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Ric...
Micron Technology, Inc. (NASDAQ:MU) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 9, TheFly reported that Mehdi Hosseini from Susquehanna raised Micron Technology, Inc. (NASDAQ:MU) price target from $345 to $525, keeping his Positive rating on the stock ahead of the earnings release on March 18. Analyts Remain Positive on Micron Technology, Here's Why? Hosseini updated his fin...
Micron Technology, Inc. (NASDAQ:MU) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 9, TheFly reported that Mehdi Hosseini from Susquehanna raised Micron Technology, Inc. (NASDAQ:MU) price target from $345 to $525, keeping his Positive rating on the stock ahead of the earnings release on March 18. Analyts Remain Positive on Micron Technology, Here's Why? Hosseini updated his financial model and raised estimates, citing stronger-than-expected pricing trends in the DRAM and NAND memory markets. The firm believes that average selling prices for both memory types are tracking well above its January forecasts. Hosseini sees the momentum to continue into the second quarter of FY2026 and expects FY2028 forecasts to reflect stronger industry fundamentals. DRAM pricing is expected to outperform NAND pricing in the first half of 2026, while NAND’s average selling prices may regain strength in the second half of the year, the analyst added. In another price update on March 9, TheFly reported that Citi lifted the price target on MU from $385 to $430, while keeping a Buy rating. The firm sees similar pricing trends as noted by Susquehanna, mentioning the strength in pricing due to strong data center demand. Citi anticipates DRAM prices to soar over 171% in 2026 compared to 2025, while the firm sees NAND prices rising by 127% from a year ago. This strong outlook is why analysts are bullish on MU and have revised their price estimates. Micron Technology, Inc. (NASDAQ:MU) is engaged in the design and development of memory and storage products worldwide. The company operates through the Cloud Memory unit, Core Data Center Business Unit, Mobile and Client Business Unit, and Automotive and Embedded Business Unit segments. 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 f...
Oracle Corporation (NYSE:ORCL) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 10, Oracle Corporation (NYSE:ORCL) reported its earnings for the third quarter of fiscal year 2026, posting $1.79 per share in adjusted earnings compared to the consensus of $1.70, as per LSEG. Revenue came in at $17.19 billion, compared with estimates of $16.91 billion. Oracle Backs $50 billion CapEx...
Oracle Corporation (NYSE:ORCL) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 10, Oracle Corporation (NYSE:ORCL) reported its earnings for the third quarter of fiscal year 2026, posting $1.79 per share in adjusted earnings compared to the consensus of $1.70, as per LSEG. Revenue came in at $17.19 billion, compared with estimates of $16.91 billion. Oracle Backs $50 billion CapEx Following Strong Earnings CNBC reported that Oracle announced plans to raise between $45 billion and $50 billion in FY2026 and spend on its cloud infrastructure. The company’s results and backlog indicate the growing demand for AI infrastructure. For instance, the company’s remaining performance obligations quadrupled to over $553 billion from a year ago. The company noted that it has capital to support the high demand. Prior to the earnings, on March 7, Bloomberg reported that Oracle, along with OpenAI, canceled plans to expand its flagship AI data center in Texas. This development occurred over financing and OpenAI’s changing needs. However, Oracle has pointed out that its capital expenditures will reach $50 billion for FY2026. 45 analysts cover ORCL, with 35 rating the stock a Buy, 9 a Hold, and 1 a Sell. The average price target of $240 indicates an upside potential of over 60.50% as of March 10. Oracle Corporation (NYSE:ORCL) provides information technology-related products and services to enterprises through its main business segments: Cloud and License, Hardware, and Services. The company is based in Austin, Texas, and was founded in June 1977 by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates. 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:...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On February 25, in an SEC filing, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported that it had made new investments and has kept its capital structure steady. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments The company made no...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On February 25, in an SEC filing, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported that it had made new investments and has kept its capital structure steady. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments The company made no changes to the shareholdings of TSMC’s board members, executive officers, and shareholders who own over 10% of the company’s total common shares. In addition, Taiwan Semiconductor Manufacturing Company and its subsidiaries made fixed-income investments, including NT$30.2 billion in acquisitions, NT$300 million in equity investments through dispositions, and the acquisition of land valued at NT$6.2 billion. In another SEC filing on March 2, TSMC announced that its board approved the distribution of approximately NT$115.59 billion in cash dividends, including a dividend of NT$6 per common share for Q3 2025. The dividend is set to be paid on April 9, 2026. We also covered the news on Apple’s plan to purchase more than 100 million advanced chips produced by TSMC. You can read more about it here. Of the 50 analysts covering TSM, 49 rate the stock a Buy, while 1 has a Hold rating. The average price target on TSM indicates an upside of over 21% as of March 10. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is the world’s largest semiconductor foundry and is engaged in the manufacturing and designing of semiconductor chips. These chips are used by companies across several end markets, including personal computers and peripheral products, consumer electronics, wired and wireless communications systems, and automotive and industrial equipment. While we acknowledge the potential of TSM 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 s...
Microsoft Corporation (NASDAQ:MSFT) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 5, TheFly reported that Jefferies analyst Brent Thill reiterated his Buy rating on Microsoft Corporation (NASDAQ:MSFT) while maintaining a price target of $675. Thill’s price target of $675 is higher than the average price target of $600 from 60 analysts covering MSFT, indicating an upside of ove...
Microsoft Corporation (NASDAQ:MSFT) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 5, TheFly reported that Jefferies analyst Brent Thill reiterated his Buy rating on Microsoft Corporation (NASDAQ:MSFT) while maintaining a price target of $675. Thill’s price target of $675 is higher than the average price target of $600 from 60 analysts covering MSFT, indicating an upside of over 47%. Thill’s price target represents an upside of almost 66%. Asif Islam / Shutterstock.com Jefferies remains bullish on Microsoft as it views MSFT’s enterprise AI spending as key to the firm’s success ahead, citing Azure and Microsoft 365 as major catalysts for the firm as enterprises roll out AI tools. Microsoft’s enterprise distribution network supports more than 450 million paid M365 users. The analyst pointed out three major areas for MSFT’s AI network: AI expanding the total addressable market in M365, infrastructure monetization, and AI margin tracking. MSFT currently trades at nearly 21 times FY2027 earnings per share, which is lower than its 10-year average of 23.5, Jefferies noted. Of the 60 analysts covering Microsoft, 55 have a Buy rating, while 5 rate the stock a Hold. Microsoft Corporation (NASDAQ:MSFT) is a leading technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox. 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: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey ...
Analyts Remain Positive on Micron Technology, Here’s Why? Yahoo Finance Micron's Next Chapter Starts After Q2 (NASDAQ:MU) Seeking Alpha The Zacks Analyst Blog Micron and Palantir The Globe and Mail
Analyts Remain Positive on Micron Technology, Here’s Why? Yahoo Finance Micron's Next Chapter Starts After Q2 (NASDAQ:MU) Seeking Alpha The Zacks Analyst Blog Micron and Palantir The Globe and Mail
Oracle Corporation (NYSE:ORCL) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 10, Oracle Corporation (NYSE:ORCL) reported its earnings for the third quarter of fiscal year 2026, posting $1.79 per share in adjusted earnings compared to the consensus of $1.70, as per LSEG. Revenue came in at $17.19 billion, compared with estimates of $16.91 billion. Oracle Backs $50 billion CapEx...
Oracle Corporation (NYSE:ORCL) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 10, Oracle Corporation (NYSE:ORCL) reported its earnings for the third quarter of fiscal year 2026, posting $1.79 per share in adjusted earnings compared to the consensus of $1.70, as per LSEG. Revenue came in at $17.19 billion, compared with estimates of $16.91 billion. Oracle Backs $50 billion CapEx Following Strong Earnings CNBC reported that Oracle announced plans to raise between $45 billion and $50 billion in FY2026 and spend on its cloud infrastructure. The company’s results and backlog indicate the growing demand for AI infrastructure. For instance, the company’s remaining performance obligations quadrupled to over $553 billion from a year ago. The company noted that it has capital to support the high demand. Prior to the earnings, on March 7, Bloomberg reported that Oracle, along with OpenAI, canceled plans to expand its flagship AI data center in Texas. This development occurred over financing and OpenAI’s changing needs. However, Oracle has pointed out that its capital expenditures will reach $50 billion for FY2026. 45 analysts cover ORCL, with 35 rating the stock a Buy, 9 a Hold, and 1 a Sell. The average price target of $240 indicates an upside potential of over 60.50% as of March 10. Oracle Corporation (NYSE:ORCL) provides information technology-related products and services to enterprises through its main business segments: Cloud and License, Hardware, and Services. The company is based in Austin, Texas, and was founded in June 1977 by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates. 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:...
Micron Technology, Inc. (NASDAQ:MU) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 9, TheFly reported that Mehdi Hosseini from Susquehanna raised Micron Technology, Inc. (NASDAQ:MU) price target from $345 to $525, keeping his Positive rating on the stock ahead of the earnings release on March 18. Analyts Remain Positive on Micron Technology, Here's Why? Hosseini updated his fin...
Micron Technology, Inc. (NASDAQ:MU) is one of the 11 Best Large-Cap Tech Stocks to Invest In. On March 9, TheFly reported that Mehdi Hosseini from Susquehanna raised Micron Technology, Inc. (NASDAQ:MU) price target from $345 to $525, keeping his Positive rating on the stock ahead of the earnings release on March 18. Analyts Remain Positive on Micron Technology, Here's Why? Hosseini updated his financial model and raised estimates, citing stronger-than-expected pricing trends in the DRAM and NAND memory markets. The firm believes that average selling prices for both memory types are tracking well above its January forecasts. Hosseini sees the momentum to continue into the second quarter of FY2026 and expects FY2028 forecasts to reflect stronger industry fundamentals. DRAM pricing is expected to outperform NAND pricing in the first half of 2026, while NAND’s average selling prices may regain strength in the second half of the year, the analyst added. In another price update on March 9, TheFly reported that Citi lifted the price target on MU from $385 to $430, while keeping a Buy rating. The firm sees similar pricing trends as noted by Susquehanna, mentioning the strength in pricing due to strong data center demand. Citi anticipates DRAM prices to soar over 171% in 2026 compared to 2025, while the firm sees NAND prices rising by 127% from a year ago. This strong outlook is why analysts are bullish on MU and have revised their price estimates. Micron Technology, Inc. (NASDAQ:MU) is engaged in the design and development of memory and storage products worldwide. The company operates through the Cloud Memory unit, Core Data Center Business Unit, Mobile and Client Business Unit, and Automotive and Embedded Business Unit segments. 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 f...
Seeking Alpha More on Wheaton Precious Metals Corp. Wheaton Precious Metals: Wait For Risk Clarification BHP Signs Wheaton Precious Metals Up For Worst Silver FOMO Deal Of The Century Wheaton Precious Metals: Streaming High-Margin Silver And Gold Profits Wheaton Precious Metals Non-GAAP EPS of $1.22 beats by $0.13, revenue of $864.71M beats by $129.73M Wheaton Precious Metals Q4 2025 Earnings Prev...
Seeking Alpha More on Wheaton Precious Metals Corp. Wheaton Precious Metals: Wait For Risk Clarification BHP Signs Wheaton Precious Metals Up For Worst Silver FOMO Deal Of The Century Wheaton Precious Metals: Streaming High-Margin Silver And Gold Profits Wheaton Precious Metals Non-GAAP EPS of $1.22 beats by $0.13, revenue of $864.71M beats by $129.73M Wheaton Precious Metals Q4 2025 Earnings Preview
(RTTNews) - European stocks are seen opening a tad higher on Friday as oil prices consolidated near multi-month highs. Brent crude prices stabilized above $100 a barrel and WTI crude prices fell slightly to hover around $95 a barrel after the announcement of a slew of measures to offset the impact of supply chain disruptions. The war in the Middle East is creating the biggest oil supply disruption...
(RTTNews) - European stocks are seen opening a tad higher on Friday as oil prices consolidated near multi-month highs. Brent crude prices stabilized above $100 a barrel and WTI crude prices fell slightly to hover around $95 a barrel after the announcement of a slew of measures to offset the impact of supply chain disruptions. The war in the Middle East is creating the biggest oil supply disruption in history, the International Energy Agency said in its latest monthly oil market report, a day after the agency agreed to release a record volume of oil from strategic stockpiles. The Trump administration has issued its second authorization for buyers to take Russian oil cargoes already at sea and announced it was considering loosening shipping rules in a bid to ease growing pressure on prices. Energy Secretary Chris Wright told CNBC that the U.S. Navy is not ready to begin escorting oil tankers through the Strait of Hormuz, but a decision can be taken only by the end of the month. "As soon as it is militarily possible, the U.S. Navy, perhaps with an international coalition, will be escorting vessels through," Treasury Secretary Scott Bessent told Sky News. Citing economic pressures, President Donald Trump has urged the Federal Reserve to cut interest rates immediately rather than waiting until the next policy meeting. However, analysts said such a move from the Federal Reserve is unlikely. In economic releases, the PCE price index data for January, the Fed's preferred inflation gauge, along with other reports on durable goods orders and consumer sentiment will be closely watched later today for cues on interest rate movements. According to the CME FedWatch Tool, there is a 98.3 percent chance the Fed will leave rates unchanged during next week's meeting and delay a rate cut until at least September. Closer home, U.K. GDP and Eurozone industrial production data for January will be in the spotlight as the session progresses. Asian markets were mostly lower, with Japan and ...
Hong Kong Exchanges and Clearing (HKEX) has unveiled its biggest listing reforms since 2018, broadening its special listing regime for innovative companies and opening the door for smaller and more diverse firms to list in the city, the bourse operator said on Friday. HKEX proposed lowering the minimum threshold for companies to list under the weighted voting rights regime to a minimum valuation o...
Hong Kong Exchanges and Clearing (HKEX) has unveiled its biggest listing reforms since 2018, broadening its special listing regime for innovative companies and opening the door for smaller and more diverse firms to list in the city, the bourse operator said on Friday. HKEX proposed lowering the minimum threshold for companies to list under the weighted voting rights regime to a minimum valuation of HK$20 billion (US$2.6 billion), half the current requirement of at least HK$40 billion. It will also lower the minimum market capitalisation for companies that use the revenue route to apply for listing to HK$6 billion and revenues of HK$600 million in the latest financial year, compared with the current rule of HK$10 billion and HK$1 billion, respectively. Advertisement “These proposals build on the success of our 2018 listing reforms, which fundamentally reshaped the composition of Hong Kong’s stock market, fuelling a surge of innovative company listings,” said Katherine Ng, head of listings at HKEX, as she announced the consultation paper, which will collect views until May 8. “We welcome feedback on the proposals and look forward to continued engagement with stakeholders. Together, we can further strengthen Hong Kong’s position as the leading fundraising destination for growth companies and a premier market for global capital seeking opportunities in Asia.” Advertisement The new reforms were aimed at further strengthening Hong Kong’s attractiveness as a fundraising centre, as investors shift part of their US dollar assets to the region to diversify their risk profiles, brokers said.