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Barclays Flags M&A Tailwinds and Pricing Relief as Upside Catalysts for 4D Molecular Therapeutics, Inc. (FDMT)
Yahoo Finance· 2026-02-02 14:53
We recently compiled a list of the 20 Best Biotech Stocks Under $20 to Buy Now. The fifteenth stock that takes place on our list is 4D Molecular Therapeutics, Inc. TheFly reported on January 27 that Barclays initiated coverage of FDMT with an Overweight rating and a $33 price target. Positive considerations for FDMT and the group in 2026 included the biotech industry’s solid fundamentals, the undervaluation of several companies, anticipated tailwinds from mergers and acquisitions, and a decreased emphasis ...
Palladyne AI: Speculative Upside Built On Vertically Integrated Defense Bet
Seeking Alpha· 2026-02-02 14:53
I reviewed Palladyne AI Corp ( PDYN ) for the first time back in the middle of October . At the time I rated the stock a hold, as there was a lot of uncertainty for theAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options or similar derivatives in PDYN over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I a ...
H.C. Wainwright Flag KRRO-121 as Independent Value Driver for Korro Bio, Inc. (KRRO)
Yahoo Finance· 2026-02-02 14:53
We recently compiled a list of the 20 Best Biotech Stocks Under $20 to Buy Now. Korro Bio, Inc. is next on our list of best biotech stocks. TheFly reported on January 29 that H.C. Wainwright upgraded KRRO from Neutral to Buy with a $20 price target. The firm highlighted KRRO-121 as a second, independently risk-mitigated asset and described it as a “call option” that is separate from the company’s earlier KRRO-110 program. H.C. Wainwright highlighted the independent potential of KRRO-121 by pointing out th ...
LyondellBasell: I'm Turning Bearish Again After Q4 Earnings
Seeking Alpha· 2026-02-02 14:52
I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years.A bit about how I approach research and coverage of a stock:I build ...
Alphabet Inc.’s Google Adds More Gemini AI Features to the Chrome Browser
Yahoo Finance· 2026-02-02 14:52
Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Hottest Stocks to Buy in 2026. On January 28, Alphabet Inc. (NASDAQ: GOOGL) announced that Google is adding additional Gemini AI features to the Chrome browser. The company is all focused on beginning its new-age tech front and center for users. Alphabet Inc.'s Google Adds More Gemini AI Features to the Chrome Browser Pixabay/Public Domain The upgraded features of Gemini AI on Chrome include the image generation tool Nano Banana, Google’s ‘Personal Intellig ...
Disney's OpenAI Video Pact Will Not Affect Its Other Programming, CEO Bob Iger Says
Deadline· 2026-02-02 14:52
Core Insights - Disney CEO Bob Iger announced that videos created with OpenAI's Sora will soon be available on Disney+, but he does not anticipate any impact on the company's existing film and TV pipeline [1] - Disney's three-year deal with OpenAI, which includes a $1 billion investment, is expected to yield results in the coming months, allowing OpenAI to license 250 Disney characters [2] - The introduction of vertical videos on Disney+ will be capped at 30 seconds, aiming to leverage the growth of short-form and user-generated content seen on platforms like YouTube [3] Company Strategy - The agreement with OpenAI is seen as a way to enhance Disney+'s offerings with short-form video content, which is expected to increase user engagement [3] - Iger emphasized that the use of Sora tools could enable Disney+ subscribers to create their own short-form videos, marking a significant step in content interactivity [3] - Despite the integration of AI, Iger does not foresee any negative effects on Disney's other programming [3] Industry Context - The entertainment industry is currently facing scrutiny regarding AI, particularly as guilds prepare for contract negotiations, with AI being a contentious issue in previous discussions [3] - Disney, along with other major media companies, has filed lawsuits against AI firms for allegedly training models on copyrighted material, highlighting ongoing tensions in the industry [4] - Iger noted that Disney views AI as a tool for enhancing creativity, productivity, and consumer connectivity, indicating a strategic pivot towards leveraging technology for business growth [4]
Here Is Why TSMC Could Be Investing More In the US?
Yahoo Finance· 2026-02-02 14:51
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Hottest Stocks to Buy in 2026. On January 23, Reuters reported that the Taiwanese President expects increased semiconductor investment in Arizona. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is investing the most in the region, almost around $165 billion to build factories. Here Is Why TSMC Could Be Investing More In the US? President Lai Ching-te said that Taiwan looks forward to more semiconductor investme ...
Alibaba Group Holding’s Robovan Unit Set to Invest in Zelos Technology, WSJ Reports
Yahoo Finance· 2026-02-02 14:51
Alibaba Group Holding Limited (NYSE:BABA) is one of the 10 Hottest Stocks to Buy in 2026. According to reports, Alibaba Group Holding Limited’s (NYSE:BABA) robovan unit, Cainiao, is set to invest in Zelos Technology, a firm that offers cutting-edge L4 autonomous driving solutions for logistics. Alibaba Group Holding's Robovan Unit Set to Invest in Zelos Technology, WSJ Reports Christopher Penler / Shutterstock.com On January 29, The Wall Street Journal reported that Alibaba’s logistics arm will take a ...
Analysts Remain Bullish on Advanced Micro Devices Despite Rumours of MI450-Series Chips Behind Schedule
Yahoo Finance· 2026-02-02 14:51
Core Viewpoint - Advanced Micro Devices, Inc. (NASDAQ:AMD) is recognized as one of the top stocks to buy in 2026, with analysts maintaining a bullish outlook despite some concerns regarding the MI450-series chips [1][2]. Group 1: Analyst Ratings and Price Targets - UBS raised the price target for AMD from $300 to $330, citing strong demand for the MI450-series [1]. - Wells Fargo analyst Aaron Rakers reaffirmed an Overweight rating on AMD, maintaining a price target of $345, indicating confidence in the company's trajectory towards MI450-series ramp-up in the second half of 2026 [3]. - Among 58 analysts covering AMD, 79% rate the stock as a Buy, while 21% rate it as a Hold, with a median price target of $290.50, suggesting over 22% upside potential [4]. Group 2: Company Performance and Market Position - AMD shares have increased by over 100% over the past year, making it one of the most rewarding stocks during this period [4]. - The company is a leading semiconductor firm in the US, offering AI accelerators, x86 microprocessors, and GPUs, and operates in three segments: Data Center, Client and Gaming, and Embedded [5]. Group 3: Market Sentiment and Challenges - Despite the positive outlook from some analysts, reports from SemiAnalysis suggested that AMD's MI450-series chips are behind schedule, which led to a sell-off and a share price drop of over 6% on January 30 [2].
Morgan Stanley Upgrades Johnson & Johnson to Overweight, Increases PT to $262
Yahoo Finance· 2026-02-02 14:51
Core Viewpoint - Johnson & Johnson (NYSE: JNJ) has been upgraded by Morgan Stanley from Equal Weight to Overweight, with a new price target of $262, indicating a positive outlook for the company's future performance [1][2]. Group 1: Analyst Insights - Terence Flynn from Morgan Stanley anticipates higher earnings estimates for Johnson & Johnson due to new product cycles, projecting earnings to exceed consensus estimates by nearly 20% [2][3]. - Flynn highlighted that Johnson & Johnson has one of the most robust new product cycles in the biopharma industry, raising estimates for products such as Tremfya, Icotyde, Tecvayli, and Darzalex [3]. Group 2: Stock Performance and Analyst Ratings - Over the past year, Johnson & Johnson shares have returned over 48.50%, with 57% of analysts rating it a Buy, 36% a Hold, and 7% a Sell [4]. - The median price target among analysts is $240, suggesting an upside of just under 6%, while Morgan Stanley's target of $262 indicates a potential upside of 15.25% [4]. Group 3: Company Overview - Johnson & Johnson is involved in the research, development, manufacturing, and sale of a variety of healthcare products globally, operating through two segments: Innovative Medicine and MedTech [5].