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 ...

Morgan Stanley has raised its price targets for Nvidia Corporation (NASDAQ:NVDA) and Broadcom Inc (NASDAQ:AVGO) , citing the ongoing momentum in artificial intelligence (AI).Analyst Boosts Targets On AI StrengthMorgan Stanley’s analyst Joseph Moore reiterated the bank’s overweight rating for Nvidia, setting a new price target of $250, up from $235, representing a 41% increase from the chipmaker’s Friday closing price, reported CNBC. Moore wrote that NVIDIA is continuing to hold a dominant share of the marke ...

Editor's note:Â Any and all references to time frames longer than one trading day are for purposes of market context only, and not recommendations of any holding time frame. Daily rebalancing ETFs are not meant to be held unmonitored for long periods. If you don't have the resources, time or inclination to constantly monitor and manage your positions, leveraged and inverse ETFs are not for you. The U.S. technology sector is increasingly a five-name show. Microsoft Corporation (Ticker: MSFT), Apple, Inc. (Ti ...