摩根士丹利分析师周一上调了英伟达(NVDA.US)和博通(AVGO.US)的目标股价，并指出人工智能相关 的强劲势头很可能在明年"实质性"加速。该行将英伟达的目标股价从235美元上调至250美元，将博通的 目标股价从409美元上调至443美元。 深入分析后，分析师们表示，他们通过业内联系人得到的信息让他们"毫不动摇"地相信，英伟达将在大 多数应用中拥有最佳的经济效益。 分析师解释道："客户在未来12个月内最大的焦虑是他们是否有能力采购到足够的英伟达产品，尤其是 最新的Vera Rubin芯片。""当然，每个人都想要一个替代方案，这些替代方案将在某些应用中具有良好 的经济效益。TPU[谷歌的张量处理器]无论从哪方面来看都是一个可靠的替代方案，并且对几个关键模 型的开发做出了重大贡献。但值得记住的是，英伟达刚刚实现了一个季度510亿美元的数据中心营收， 大约是TPU营收的14倍，并且实现了100亿美元的环比营收增长(这本身大约是TPU营收的3倍)。" 由约瑟夫.摩尔(Joseph Moore)领导的分析师团队在给客户的一份报告中写道："我们继续认为英伟达将保 持主导的市场份额，因为对其面临的威胁言过其实，尽管我们 ...

After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC's Jim Cramer said."The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets," he said. "Just keep in mind that things change very fast in the AI space, so what was true last month might not necessarily stay true this month or ...

BREAKING: Trillion-Dollar Club Now Boasts 11 Stocks Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos Get market updates, educational videos, webinars, and stock analysis. Wall Street's major stock indexes finished lower on Monday, the start of a historically strong month for the market. With third-quarter earnings mostly out of the way, markets are turning to economic reports and the Federal Reserv ...

Busy day for deal making in the AI space. OpenAI adding to its list of circular deals. The Chachi PT maker now taking an ownership stake in Thrive Holdings, which is a company that was launched by one of OpenAI's investors.OpenAI also striking a deal to be one of Accentur's primary AI partners. And Nvidia also pulling its weight in AI deals, announcing Monday that it's invested $2 billion in Synopsis. So, as the AI train chugs along, we're taking a look at where the dealmaking and investments could lead to ...

[music] Hello and welcome to Market Domination. I'm Alec Canal live from our New York City headquarters and in for Josh Lipton. There's just an hour to go until the closing bell and stocks, well, they're not doing so hot.You have the Dow leading the way lower, down roughly [music] 8/10en of a percent or just over 360 points. the S&P 500 and the NASDAQ both down roughly [music] 510en of a percent. Let's welcome in Jared Blickery joining us now to break down the headlines.And Jared, what are you seeing in mar ...

Core Viewpoint - BofA Securities raised its price target on Broadcom to $460 from $400 while maintaining a Buy rating, indicating strong confidence in the company's growth prospects driven by rising TPU adoption [1]. Group 1: Price Target and Rating - BofA Securities increased Broadcom's price target to $460 from $400 and maintained a Buy rating [1]. - The valuation basis was lifted to 33x CY27E, remaining within the historical range of 11x–40x [3]. Group 2: TPU Market Analysis - Rising TPU adoption is seen as a significant positive for Broadcom, which is a core design partner [2]. - BofA estimated that TPU average selling prices (ASPs) could increase from $5,000–$6,000 to $12,000–$15,000 by calendar 2026 [2]. - Unit sales of TPUs are projected to grow from approximately 2 million in CY2025 to over 3 million in CY2026, with potential upside reaching 3.6–3.8 million units depending on demand [2]. Group 3: Financial Estimates - Slight reductions were noted in Broadcom's margin assumptions due to an increased compute/ASIC mix, but earnings per share (EPS) estimates were mostly unchanged [3].

Broadcom Inc (NASDAQ:AVGO) is gaining momentum in the artificial intelligence accelerator race thanks to Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) Google's push to scale Tensor Processing Unit-powered computing across both internal systems and future external customers. • AVGO shares are under pressure. Track the latest developments here.BofA Securities analyst Vivek Arya reiterated a Buy rating on Broadcom and increased the price target from $400 to $460.Arya noted Google's growing reliance on its homegrow ...

The AI chip war is intensifying, and it's no longer just about speed. Alphabet Inc. (NASDAQ:GOOGL) just delivered one of its strongest stock performances in years, riding a wave of investor excitement over next-gen AI models and a powerful in-house chip that now threatens Nvidia Corp.‘s (NASDAQ:NVDA) once-uncontested dominance in the artificial intelligence arms race.Alphabet shares outperformed Nvidia by an eye-popping 30 percentage points in November, marking their most dominant one-month excess return si ...

Broadcom and Amazon could be set to outperform next year.If you want to outperform the market, you're going to need to find stocks that can outpace the S&P 500. While that may not sound that difficult, J.P. Morgan analysts found that between 1980 and 2020, about two-thirds of stocks in the Russell 3000 Index, which extends the stock universe a bit, underperformed. However, those that outperform often do so by a wide margin. Given that context, let's examine two stocks I believe can outperform next year. Bro ...

The AI investment megatrend is alive and well heading into 2026.Although 2025 isn't quite over yet, most fund managers have already shifted their focus to 2026, and are adjusting their portfolios for the future. There are plenty of great growth stocks that look reasonably priced now and positioned to do well next year.Here are six in particular that I think retail investors should consider taking positions in now, in case there is a Santa Claus rally to end the year. NvidiaNo list of good growth stocks woul ...