Bill Ackman turned heads when adding a large position in Meta Platforms (NASDAQ: META) to his portfolio. The billionaire investor is well known for making big, concentrated long-term bets, and he took a roughly $1.8 billion position in the social media king in Q4 to make it his fifth-largest position. In an investor presentation, Ackman called Meta "deeply discounted" for one of the "world's greatest businesses." While many investors have been critical of Meta's current aggressive artificial intelligence ...

We recently published 10 Stocks On Jim Cramer’s Mind & His Thoughts On Enterprise AI.  Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks on Jim Cramer's mind. Warehouse club Costco Wholesale Corporation (NASDAQ:COST) is one of Cramer’s favorite stocks. Even though the shares are down by 4% over the past year, the CNBC TV host has remained an ardent believer in the firm. Among the factors that drive his optimism are Costco Wholesale Corporation (NASDAQ:COST)’s ability to keep prices low for c ...

According to former Goldman Sachs executive and macro investor Raoul Pal, the answer depends less on sentiment and more on liquidity. Raoul Pal says signals are beginning to align in a way that historically precedes explosive upside moves. Is Bitcoin About to Reprice To $140,000 Far Sooner Than The Market Expects? Raoul Pal argues that Bitcoin is currently trading at a “deep discount” to global liquidity conditions. In previous cycles, similar gaps between liquidity expansion and price have not been reso ...

Core Viewpoint - Amazon.com Inc. is recognized as a leading AI stock, with Morgan Stanley reiterating an "Overweight" rating and a price target of $300, highlighting its potential as a top idea and AI winner [1][8]. Group 1: AWS and Retail Performance - Amazon's AWS and Retail segments are identified as underappreciated winners in the Generative AI (GenAI) space, with AWS expected to grow over 30% in 2026 and 2027 due to a strong backlog and durable enterprise demand [2]. - The growth of AWS is somewhat constrained by data center capacity, making capital expenditures crucial for its acceleration [2]. Group 2: Agentic Commerce and AI Partnerships - Beyond cloud services, Amazon's Agentic Commerce is seen as a catalyst for growth, with expectations of expanding horizontal AI partnerships and enhancing vertical leadership through its AI-powered shopping assistant, Rufus [3]. Group 3: Valuation and Market Position - Amazon currently trades at approximately 19 times its 2027 GAAP EPS, reflecting about 20% forward EPS growth, which is a 40% discount compared to peers on a PEG basis [4]. - Despite uncertainties surrounding the GenAI narrative and questions about return on invested capital (ROIC) related to AI capital expenditures, the outlook remains bullish for Amazon as a significantly under-appreciated GenAI winner [4].

NVIDIA Corporation (NASDAQ:NVDA) is one the Top 10 AI Stocks in Focus on Wall Street. Investor focus is returning to Nvidia after the company’s announcement of an expanded partnership with Meta. On February 18, Stifel analyst Ruben Roy reiterated a Buy rating on the stock with a $250.00 price target. Nvidia’s multiyear, multigenerational strategic partnership with Meta spans on-premises, cloud and AI infrastructure and will likely include large-scale deployment of Nvidia CPUs, GPUs and Spectrum-X Etherne ...

Group 1 - Alphabet Inc. is recognized as one of the top AI stocks on Wall Street, with a Market Outperform rating and a price target of $385.00 set by Citizens analyst Andrew Boone [1] - The expansion of artificial intelligence is increasing the Total Addressable Market (TAM) for search, allowing for a broader range of queries and better inference of commercial intent from informational questions [1][2] - The firm believes that retail media budgets may shift towards search as agentic search matures, and anticipates that Google can sustain search growth in the teens, potentially exceeding 20% [2] Group 2 - While Alphabet Inc. is seen as a strong investment, some analysts suggest that other AI stocks may offer greater upside potential with less downside risk [3] - The article hints at the potential benefits of certain undervalued AI stocks from trends such as Trump-era tariffs and onshoring [3]

Core Viewpoint - Broadcom Inc. is recognized as one of the top AI stocks on Wall Street, with mixed analyst opinions regarding its future performance, particularly in relation to its AI exposure and earnings potential [1][2][5]. Analyst Ratings - Goldman Sachs maintains a "Buy" rating on Broadcom, expressing optimism ahead of the company's earnings report, anticipating a solid quarter driven by AI momentum [1]. - Robert W. Baird also holds a positive outlook, reiterating a "Buy" rating with a price target of $420.00, citing strong AI momentum and earnings potential [2]. Revenue Expectations - Baird highlights that the increasing demand for Broadcom's v7 custom ASICs, which support Google's TPU infrastructure, is expected to significantly boost AI-related revenue [3]. - However, DA Davidson initiated coverage with a "Neutral" recommendation and a price target of $335, suggesting that Broadcom may face challenges as hyperscalers shift towards customized accelerators [4]. Market Dynamics - DA Davidson expresses concerns that some of Broadcom's major customers might internalize more of their silicon stack, which could pressure supplier economics over time [5]. - The firm also notes that while Broadcom has potential in the AI ASIC market, it may not justify a premium valuation compared to market leaders like Nvidia [5].

MongoDB, Inc. (NASDAQ:MDB) is one the Top 10 AI Stocks in Focus on Wall Street. On February 17, RBC Capital analyst Rishi Jaluria reiterated an Outperform rating on the stock with a $500.00 price target ahead of the company’s fourth-quarter fiscal 2026 earnings report. The firm views MongoDB as well-positioned for AI-driven application development. Scheduled to report earnings on Monday, March 2nd, RBC Capital is of the view that MongoDB should be the database provider of choice for building GenAI and Age ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one the Top 10 AI Stocks in Focus on Wall Street. Palantir Technologies Inc. (NASDAQ: PLTR) has received fresh analyst support after analysts pointed out a significantly de-risked valuation following a steep contraction in its forward multiples. On February 18, Mizuho analyst Gregg Moskowitz upgraded the stock from Neutral to Outperform with a price target of $195.00. Praising Palantir’s business performance, Mizuho described PLTR as a”category of one”, pointing ...

Datadog, Inc. (NASDAQ:DDOG) is one the Top 10 AI Stocks in Focus on Wall Street. On February 17, DA Davidson analyst Gil Luria reiterated a Buy rating on the stock with a $225.00 price target. The firm cited clarity following Investor Day, reinforcing the stock as a “Top Pick” for the year. DA Davidson attended Datadog’s investor day in New York City, citing improved confidence in the company’s strategy. Management provided clarity into how Datadog’s platform may evolve, it said, and how it will fit in a ...