This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. 3 Chip Stocks to Buy for 2026, According to an Analyst By Tae Kim In this article AVGO NVDA MRVL A Broadcom chip. (Dreamstime) The rally in the chip stock sector isn't over, according to Jefferies. Topics Memberships Subscr ...

With the big robotaxi boom underway, it's not hard to imagine that Tesla (NASDAQ:TSLA) shareholders are more than willing to pay up a premium price tag to get into the driver's seat of a company that may very well become one of the leaders in the emerging, lucrative market. ...

Jefferies analyst Blayne Curtis raised the firm’s price target on Nvidia (NASDAQ: NVDA) from $250 to $275 on Friday, January 16, reiterating a ‘Buy’ rating and citing confidence in the company’s roadmap unveiled at the Consumer Electronics Show (CES) earlier this month. As Nvidia’s updated model extends to 2028, the price revision shows long-term confidence in its growth trajectory. What’s more, Curtis said Nvidia stock remains ‘pretty cheap,’ based on earnings estimates for calendar-year 2027. “NVDA remain ...

智通财经APP获悉，周五，美股半导体概念股集体上涨，截至发稿，Astera Labs(ALAB.US)涨超6%，联 电(UMC.US)涨超5.8%，美国超微公司(AMD.US)、迈威尔科技(MRVL.US)涨1.9%，博通(AVGO.US)涨 0.9%，英伟达(NVDA.US)涨0.48%。 ...

分组1 - The focus is on uncovering high-yield investment opportunities for individual investors [1] - The goal is to simplify complex concepts into actionable insights for better returns [1] 分组2 - The article expresses the author's personal opinions and does not involve compensation from companies mentioned [2] - There is a beneficial long position in AMD shares, indicating a positive outlook on the stock [2]

Key Points On the surface, the two companies don't seem as if they'd have much in common. Both benefit from advancing medical technology using AI, however. 10 stocks we like better than Nvidia › In a corporate partnership many investors didn't see coming, chip maker Nvidia (NASDAQ: NVDA) and pharmaceutical company Eli Lilly (NYSE: LLY) say they are collaborating to build and operate a joint research lab. This plan was unveiled at the annual JPMorgan Healthcare Conference in January. The pair, both ...

A worker stands atop a metro construction site near US chipmaker Nvidia Corporation's office in Bengaluru on January 7, 2026. (Photo by Idrees MOHAMMED / AFP via Getty Images)AFP via Getty ImagesOver the past ten years, NVIDIA (NVDA) stock has delivered an impressive $96 Bil back to its investors in the form of cash through dividends and buybacks. Let’s examine some figures and see how this distribution capability compares to the largest capital-returning companies in the market.As it turns out, NVDA stock ...

U.S. stock futures are showing a positive trajectory this Friday, January 16, 2026, as investors continue to digest a mix of strong corporate earnings and renewed optimism surrounding the artificial intelligence (AI) sector. The premarket activity suggests a continuation of the upward momentum seen in Thursday's trading session, with major indexes poised for gains at the open.Premarket Trading and Futures MovementsAs of early Friday, futures for the S&P 500 (SPX) are up approximately 0.2% to 0.4%, while Nas ...

Core Viewpoint - The article discusses the challenges faced by Apple as the leading customer of TSMC, particularly due to the rising demand for advanced packaging capacity from competitors like NVIDIA and AMD, which has led to significant price increases and a shift in the semiconductor supply chain dynamics [1][5]. Group 1: Market Dynamics - NVIDIA has likely surpassed Apple as TSMC's largest revenue source for at least one to two quarters last year, with a full overtaking expected by 2026 [5]. - TSMC's revenue grew by 36% to $122 billion last year, while NVIDIA's sales are projected to soar by 62% in the fiscal year ending January 2026, contrasting with Apple's expected growth of only 3.6% [4][5]. - The high-performance computing (HPC) segment, including AI chips, has become a new growth driver for TSMC, with revenue in this area increasing by 48% last year [4]. Group 2: Financial Performance - TSMC's gross margin has reached an impressive 62.3%, nearing levels typical of software companies, indicating strong pricing power and profitability [2][7]. - TSMC's capital expenditures are expected to rise by about 32%, reaching a record $52 to $56 billion, while average growth in revenue is projected at 25% over the next five years, with AI business growth expected to average 55% or higher [7]. Group 3: Competitive Landscape - The evolving technology roadmap appears to favor NVIDIA and AMD, suggesting that Apple will need to compete for capacity in the near term [9]. - TSMC's most advanced 2nm process is currently in production, with Apple as a major buyer, but upcoming nodes are expected to focus more on HPC needs, which may disadvantage Apple [10][12]. - Despite the challenges, Apple's broad product line across multiple TSMC fabs provides a level of stability that is still valuable to TSMC, especially when compared to the more concentrated demand from AI chip manufacturers [18].

The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors. ...