247Wallst·2026-01-13 15:22Core Insights - The tech sector is expected to remain a key player in 2026, with several growth stocks poised for significant returns [2] Company Summaries Alphabet Inc. (GOOGL) - Alphabet has reached a valuation of $4 trillion, with a stock price increase of 73% over the past year, currently trading at $332 [3] - The integration of Google's Gemini AI into Apple devices marks a significant collaboration, enhancing scalability and monetization opportunities [4] - In Q3, Alphabet's revenue grew 16% year over year to $102.3 billion, driven by Google Search ($56.6 billion, up 15%), YouTube advertising ($10.3 billion, up 15%), and subscriptions/platforms ($12.9 billion, up 21%) [5] - The cloud computing segment saw a 34% revenue increase to $15.2 billion, with a backlog of $155 billion, indicating strong future growth [6] MercadoLibre (MELI) - MercadoLibre, often referred to as the Amazon of Latin America, has seen a stock price increase of 23.56% this year, currently priced at $2,149 [7] - The company reported 77 million active buyers in Q3, a 26% increase, and a 39% increase in items sold [8] - Revenue from the advertising segment jumped 63%, with technology investments improving cost efficiency and margins [9] - MercadoLibre has over 72 million active monthly users in its fintech services, reflecting a 29% increase, and is positioned for continued growth in both e-commerce and financial sectors [10] Broadcom (AVGO) - Broadcom's stock has gained 56% over the past year, currently trading at $352 [11] - The company specializes in mainframe software, cybersecurity, and customized computing units, positioning itself as an alternative to Nvidia [12] - In Q4, Broadcom's semiconductor revenue reached $6.5 billion, a 74% year-over-year increase, contributing to an overall revenue of $18 billion, up 28% [13] - The AI semiconductor segment accounts for over a third of total revenue, with expectations of 100% growth in Q1, indicating strong potential for 2026 [14]