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Vanguard’s $10.8B ETF Made 19% Betting on AI Infrastructure
Yahoo Finance· 2026-01-16 19:35
Quick Read Vanguard Mega Cap ETF (MGC) returned 19% over the past year with nearly 25% concentrated in Apple, NVIDIA and Microsoft. NVIDIA delivered its eighth consecutive quarterly earnings beat as data center spending is projected to exceed $500B in 2026. Vanguard Growth ETF offers broader diversification across 160+ companies with $352B in assets compared to MGC’s $10.8B. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to rea ...
Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026
Yahoo Finance· 2026-01-16 19:27
Quick Read Alphabet, Microsoft, and Nvidia are viewed as the leading AI stock contenders for 2026 with each having its benefits for investors over others. Our 24/7 Wall St. Analysts believe that Alphabet is regaining momentum through strong AI product releases, Microsoft is being driven by accelerating Azure cloud growth, and Nvidia is dominating AI hardware with its Blackwell architecture. Nvidia is favored by many as the top pick based on valuation and long-term leadership along with a need for Bla ...
No Pre-Payments Needed: NVIDIA Clarifies Terms on H200 Chip Sales to China
Yahoo Finance· 2026-01-16 19:16
NVIDIA Corporation (NASDAQ:NVDA) is among the most profitable US stocks to buy. On January 14, Reuters’ Liz Lee and Liam Mo reported that NVIDIA Corporation (NASDAQ:NVDA) denied reports that Chinese customers would need to pay upfront for H200 chips, stating that it “would never require customers to pay for products they do not receive.” This follows the Reuters story on January 8, which claimed that the company has imposed strict terms on Chinese customers pursuing its AI chips, requiring full upfront pay ...
Nvidia: Risks Continue To Loom - A Unique Value Trap For New Investors? (NASDAQ:NVDA)
Seeking Alpha· 2026-01-16 18:21
In an article I wrote about Amazon ( AMZN ) and Alphabet ( GOOG ) last month, I outlined my thesis for these two hyperscalers. The gist of it was that they represent a threatA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you instead of against you. My ideas on investin ...
Top-Ranked Semiconductor ETFs to Buy as Taiwan-US Agree on $500B Chip Deal
ZACKS· 2026-01-16 17:51
Key Takeaways Semiconductor ETFs to gain momentum after U.S.-Taiwan finalize a $500B deal to expand chip fabs on U.S. soil.SMH offers broad exposure to chipmakers and equipment firms poised to benefit from new U.S. factories. SOXX and SOXQ provide diversified access to semiconductor leaders amid rising reshoring and fab spending. On Jan. 15, 2026, the global technology landscape witnessed a strategic pivot with the United States and Taiwan having finalized a historic trade agreement to jointly build chips ...
TSMC Just Gave Investors a Glimpse of What's Ahead for Nvidia in 2026
Yahoo Finance· 2026-01-16 17:35
Key Points TSMC reported earnings for the fourth quarter that beat analysts’ expectations. The company works closely with Nvidia and other chip designers. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been one of the most successful tech companies on the planet in recent years. This is because the company noticed the potential of artificial intelligence (AI) early on and decided to take action. Nvidia focused the design of its graphics processing units (GPUs) to serve the needs of ...
Volatile Trading Week to End in Losses as Geopolitical Risks Weigh
Schaeffers Investment Research· 2026-01-16 17:17
Wall Street contended with a potent mix of geopolitical risk this week and central bank drama this week. The Department of Justice (DoJ) opened a criminal investigation into Fed Chair Jerome Powell over the central bank's renovation, and the financial sector struggled after President Donald Trump called for a 10% cap on credit card rates for one year. The Dow Jones Industrial Average (DJI) and S&P 500 (SPX) still enjoyed record closes, with Alphabet (GOOGL) crossing the $4 trillion market cap -- joining onl ...
Piper Sandler Bullish on NVIDIA Corporation (NVDA) Amid Technological Innovation and AI Opportunities
Yahoo Finance· 2026-01-16 17:12
NVIDIA Corporation (NASDAQ:NVDA) is one of the best blue-chip stocks to buy for 2026. On January 6, Piper Sandler reiterated an Overweight rating and a $225 price target for NVIDIA Corporation (NASDAQ:NVDA). The positive stance follows the company’s CES presentation, which underscored its technological positioning. Piper Sandler Bullish on NVIDIA Corporation (NVDA) Amid Technological Innovation and AI Opportunities Reuters reported on January 6 that the company’s next-generation chips are in full product ...
Nvidia stock remains stuck: here is why analysts say ‘buy' anyway
Invezz· 2026-01-16 16:53
Nvidia stock was modestly higher on Friday, extending gains from the previous session as strong earnings from key supplier Taiwan Semiconductor Manufacturing Co. reinforced confidence in sustained dem... ...
China Pivots Again: How to Play Nvidia Stock Amid the Current H200 Drama?
Yahoo Finance· 2026-01-16 16:48
It certainly doesn't bode well for the global order when two of the world's largest economies are displaying such blatant disregard for consistency in their respective policies. Whether it is on the geopolitical front or in the tech sector, it appears that the USA and China are competing to outperform each other in terms of policy shifts. And when it comes to tech, Nvidia (NVDA) is the centerpiece now. The Santa Clara, CA-based company is not merely a chipmaker now, as it has emerged as a key component of ...