Upgrades - BMO Capital upgraded Southwest (LUV) to Outperform from Market Perform with a price target of $57.50, up from $43, citing significant momentum and earnings upside to at least $4.00 per share in 2026 from 93 cents in 2025 [2] - Barclays upgraded Quest Diagnostics (DGX) to Overweight from Equal Weight with a price target of $210, up from $195, noting sustainable organic growth of 4% from fiscal 2024 to 2025 [3] - Guggenheim upgraded GE Vernova (GEV) to Buy from Neutral with a price target of $910, believing the market may underestimate cash generation potential and margin improvement in the electrification segment [4] - Wolfe Research upgraded Broadcom (AVGO) to Outperform from Peer Perform with a price target of $400, based on channel checks indicating the company will ship 7 million tensor processing units by 2028 [5] - Citi upgraded Spotify (SPOT) to Buy from Neutral with an unchanged price target of $650, stating the stock's valuation is now attractive and consensus estimates are beatable [5] Downgrades - HSBC downgraded Pinterest (PINS) to Hold from Buy with a price target of $24.90, down from $34.50, due to an abrupt jobs cut announcement indicating a softer near-term outlook [6] - Jefferies downgraded Kenvue (KVUE) to Hold from Buy with a price target of $18, down from $23, following shareholder approval for a merger with Kimberly-Clark [6] - Citizens downgraded SAP (SAP) to Market Perform from Outperform without a price target, citing disappointing Q4 sales results and a current cloud backlog growth of 25% versus the expected 26% [6] - D. Boral Capital downgraded Quince Therapeutics (QNCX) to Hold from Buy without a price target after negative results from a pivotal Phase 3 clinical trial [6] - Stifel downgraded Codere Online (CDRO) to Hold from Buy with a price target of $8.50, down from $9, believing the company's estimates need to reset due to a recently announced tax hike in Mexico [6]

Broadcom Inc. (NASDAQ:AVGO) ranks among the most promising QQQ stocks according to hedge funds. On January 15, Wells Fargo boosted Broadcom Inc. (NASDAQ:AVGO) price target to $430 from $410, and upgraded the stock from Equal-weight to Overweight. The bank noted the recent decline in Broadcom Inc. (NASDAQ:AVGO) shares, as well as increased confidence in potentially important new catalysts through 2026, as grounds for its more favorable outlook. According to the firm’s updated calendar, Broadcom’s AI semic ...

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price.  Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer discussed. Broadcom Inc. (NASDAQ:AVGO) is another key player in the AI industry. It is a semiconductor designer whose chips are used in a wide variety of applications. Broadcom Inc. (NASDAQ:AVGO)’s shares are up by 59% over the past year and are down by 4.9% year-to-date. Multiple analysts have discussed the firm in January. For instance, Bernstein reiterated a ...

Industry Overview - Hyperscalers are projected to spend $500 billion on AI-related capital expenditures in 2026, indicating a strong commitment to AI infrastructure development [1] - AI developers are expected to invest $500 billion in infrastructure this year, highlighting the ongoing growth in the sector [1] Company Analysis: Broadcom - Broadcom is a key player in the AI infrastructure value chain, providing essential networking gear, switches, and interconnects for AI data centers [5][6] - The company is involved in designing custom silicon solutions for major developers like Alphabet, Apple, ByteDance, and Meta, enhancing its role in the AI ecosystem [6] - Broadcom has a market cap of $1.6 trillion, with a gross margin of 64.71% and a dividend yield of 0.73%, making it an attractive investment opportunity as analysts rate it a buy [4][8] Company Analysis: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the largest chip manufacturer globally, holding an estimated 70% market share, and serves as a critical supplier for companies like Nvidia, AMD, and Broadcom [9] - The company has experienced a renaissance, becoming less vulnerable to cyclical trends in the semiconductor industry, with consistent demand driven by AI [11][13] - TSMC's revenue and profitability are accelerating, with management guiding for further growth as the AI infrastructure movement continues [13][14] - The company has a market cap of $1.8 trillion, a gross margin of 59.02%, and a dividend yield of 0.91%, positioning it as a potentially undervalued stock in the AI sector [10][11]

摩根大通：将博通(AVGO.US)目标价从75美元下调至72美元。 ...

Core Viewpoint - Broadcom has significantly benefited from the AI boom, with its stock price increasing nearly 500% since early 2023, and it is projected to reach a market cap of $2.13 trillion by the end of 2026 [1][14] Company Performance - Broadcom's stock has outperformed the broader market, gaining 63% over the past year compared to a 16% increase in the S&P 500 [2] - The company reported record revenue of $18 billion in Q4, a 28% year-over-year increase, and earnings per share (EPS) grew by 93% to $1.74 [8] - Broadcom's backlog has reached $162 billion, with at least $73 billion expected to be earned over the next six quarters, providing a solid revenue baseline [8] Market Position and Demand - The ongoing AI boom is driving the expansion of data centers, where Broadcom is a key supplier of networking components and semiconductors [3][4] - Broadcom's Application-Specific Integrated Circuits (ASICs) are crucial for AI processing, and the company has secured a multi-billion-dollar deal with OpenAI to supply 10 gigawatts of ASICs over the next four years [5][6] Future Outlook - Broadcom forecasts revenue of $19.1 billion for the first quarter, representing 28% growth, with AI semiconductor revenue expected to double to $8.2 billion [10] - Wall Street estimates predict Broadcom will generate revenue of $96.8 billion and adjusted EPS of $10.29 in 2026, reflecting growth of 52% and 51%, respectively [12] - The stock is currently trading at 32 times forward earnings, which is considered reasonable for a tech company with strong growth prospects [12] Valuation and Stock Price Prediction - If Broadcom meets analysts' expectations of over 50% growth in 2026, the stock price could increase significantly, with a prediction of a 36% rise to $450 per share [13][14]

公众号记得加星标⭐️，第一时间看推送不会错过。 Counterpoint Research表示，定制 AI 芯片的竞赛正在加速，超大规模数据中心运营商正在扩大内部 芯片规模以满足激增的需求。 据 Counterpoint Research 报道，包括Alphabet Inc. 旗下的 Google、Amazon.com, Inc. 旗下的 Amazon Web Services、Microsoft Corp 、OpenAI、ByteDance和Apple Inc 在内的领先云和人工 智能提供商正在迅速扩大基于专用集成电路 (ASIC) 的人工智能服务器计算系统的部署，以处理专门 的训练和推理工作负载。 Counterpoint Research 预测，在 2024 年至 2027 年间，排名前 10 的超大规模数据中心运营商的 AI 服务器计算 ASIC 出货量将增长两倍，这主要得益于对支持 Gemini 的 Google 张量处理单元 (TPU) 基础设施的需求激增、AWS Trainium 集群的持续扩展，以及Meta Platforms Inc. 的 MTIA 和微软的 Maia 芯片在构建内部芯片产品 ...

机构认为，若成交量能有效配合，短期市场仍有向上冲击阶段新高的可能性。 【财经日历】 新股申购：林平发展、电科蓝天 财报发布：苹果、部数据、闪迪 ►►国务院办公厅日前印发《加快培育服务消费新增长点工作方案》（以下简称《工作方案》），旨在优化和扩大服务供给，促进服务消费提质惠民，为经 济高质量发展提供有力支撑。《工作方案》提出3方面支持政策。一是聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等 重点领域，从优化服务供给、推进先行先试、创新消费场景、加强人才培养等方面发力，激发发展活力。二是聚焦演出服务、体育赛事服务、情绪式体验式 服务等潜力领域，从健全激励机制、优化安全管理、培育优质品牌、建设平台载体等方面着手，培育发展动能。三是通过健全标准体系、加强信用建设、强 化财政金融支持等，加强对培育服务消费新增长点的支持保障。 ►►据新华社，从29日在沪召开的商业航天器及应用产业链共链行动大会获悉，我国将布局更多"太空+"未来产业。 据介绍，中国航天科技集团作为我国商业航天器及应用产业链"链长"单位，将在"十五五"期间围绕发展商业航天国家战略部署，发挥中央企业战略引领、生 态构建等职能，带动产 ...

Broadcom (NASDAQ: AVGO) has produced monster returns in recent years -- pole-vaulting the semiconductor and infrastructure software giant to seventh on the list of the most valuable S&P 500 components by market capitalization. Broadcom has captured the market's attention for its exponential artificial intelligence (AI) revenue growth -- with AI semiconductor revenue expected to make up a staggering 42.9% of first-quarter fiscal 2026 revenue. Just a few years ago, Broadcom was mainly a pick-and-shovel gener ...

Make no mistake. I think Nvidia (NASDAQ: NVDA) will be an excellent stock to own in 2026. It has strong tailwinds blowing in its favor and top-notch execution. However, putting all of your eggs in one basket is a disaster waiting to happen. So, investors need some alternative AI stocks to diversify a bit in the artificial intelligence (AI) space. Three stocks that I think can make for strong alternative investments to Nvidia are Taiwan Semiconductor (NYSE: TSM), Broadcom (NASDAQ: AVGO), and AMD (NASDAQ: ...