Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Trending AI Stocks on Wall Street. On January 13, KeyBanc analyst John Vinh upgraded the stock from Sector Weight to Overweight with a price target of $270.00. Firm analysts see surging hyperscaler demand for AMD, alongside stronger-than-expected server demand, and improving visibility across CPU and AI GPU segments. Earlier, KeyBanc had downgraded AMD to Sector Weight as it was concerned about a potential demand “air pocket” between MI355 and the l ...

Micron Technology, Inc. (NASDAQ:MU) is one of the Trending AI Stocks on Wall Street. On January 13, KeyBanc analyst John Vinh raised the price target on the stock to $450.00 (from $325.00) while maintaining an Overweight rating. Firm analysts see a stronger-for-longer cycle for MU, anticipating a different cycle this time. Analysts noted that the Greenfield capacity is not anticipated to come online until mid-2027 at the earliest, underpinning the firm’s view that the current memory cycle is structurally ...

Core Viewpoint - NVIDIA Corporation (NASDAQ:NVDA) is recognized as a significant player in the AI sector, with analysts highlighting its potential for growth despite recent underperformance compared to other AI stocks [1][2]. Group 1: Stock Performance and Analyst Insights - Wolfe has reiterated NVIDIA's stock as "Outperform," indicating it as a favored investment for 2026, despite a 36% increase over the past year, which is lower than other AI-related companies [1]. - The underperformance of NVIDIA is attributed to three main factors: the delayed launch of the Blackwell chip, concerns regarding the sustainability of AI spending, and potential market share losses to custom AI solutions [2]. - Recent developments in NVIDIA's product roadmap, particularly the full ramp-up of Blackwell and the timely launch of Rubin, are expected to alleviate these concerns [2][3]. Group 2: Product Developments and Revenue Outlook - The Rubin chip is projected to provide a fivefold improvement in inference capabilities compared to Blackwell, enhancing NVIDIA's competitive edge in the AI market [3]. - Analysts forecast a potential upside of at least $40 billion to NVIDIA's consensus revenue for the calendar year 2026, with resumed shipments to China contributing to this growth [3]. - NVIDIA specializes in AI-driven solutions across various sectors, including data centers, self-driving vehicles, robotics, and cloud services, positioning itself as a leader in the AI industry [3].

Core Viewpoint - Alphabet Inc. is highlighted as a strong investment opportunity in the AI sector, with analysts projecting robust growth ahead of its upcoming earnings report [1][2][3]. Group 1: Earnings Expectations - The company is expected to report strong fourth-quarter results, driven by high engagement and advertising demand, leading to mid-teens growth in both Search and YouTube segments [3]. - Analysts anticipate over 15% top-line growth, consistent with consensus estimates, supported by increased query volume and cost-per-click metrics [2]. Group 2: Growth Drivers - A solid Cloud backlog is projected to result in a 34% revenue growth in the Cloud segment [3]. - The rollout of Gemini 3 in November is seen as a significant catalyst for Alphabet, enhancing its position in AI performance [3]. Group 3: Competitive Position - Truist Securities maintains a bullish outlook on Alphabet's competitive advantages despite rising competition in the generative AI market [4]. - Recent data indicates continued gains in Alphabet's Search market share, reinforcing its strong market position [3].

Core Viewpoint - Meta Platforms, Inc. is highlighted as a top large-cap pick for 2026, with strong revenue growth expectations and positive analyst ratings [1][2] Group 1: Analyst Ratings and Price Targets - Piper Sandler maintains an Overweight rating on Meta, with a first-quarter revenue guidance of up to $53 billion, indicating approximately 25% year-over-year growth [1] - Wells Fargo also reiterates an Overweight rating, lowering its price target to $795 per share from $802, while projecting EPS for 2026 to be between $31-$32 [2] - The consensus Buy rating on Wall Street includes an average price target of $825, suggesting a 32.76% upside, with a Street-high target of $1,117 indicating a potential upside of 79.75% [2] Group 2: Market Context and Comparisons - While Meta is recognized for its investment potential, there are claims that other AI stocks may offer greater upside potential with less downside risk [3]

Core Viewpoint - Apple Inc. is positioned as a significant player in the AI sector, particularly with its new partnership with Google Gemini, which is expected to enhance its AI capabilities and monetization potential [1][2]. Group 1: Partnership Details - Apple has confirmed a multi-year agreement with Google to utilize its next-generation AI models, which will support the anticipated Siri 2.0 upgrade [2]. - The collaboration will leverage Google's Gemini models, which have received positive feedback since the launch of Gemini 3.0 last year [2]. - Apple is expected to pay approximately $1 billion annually to license the ~1.2 trillion parameter model from Google [3]. Group 2: Investment Outlook - Evercore ISI analysts maintain an Outperform rating on Apple with a price target of $330, highlighting the potential for monetization and custom AI experiences from the partnership [1][3]. - The partnership is seen as beneficial for Apple, allowing for an upgrade of its current model stack and paving the way for future monetization opportunities [3].

Fee structure, asset scale, and risk profiles set these two precious metals ETFs apart for investors weighing silver versus platinum.The Abrdn Physical Silver Shares ETF (SIVR 2.78%) charges less and manages more assets, while the Abrdn Physical Platinum Shares ETF (PPLT 4.30%) has seen smaller drawdowns over the past five years.Both SIVR and PPLT are physically backed precious metals funds offered by Aberdeen Investments, designed to give investors simple exposure to silver or platinum. This comparison hig ...

Core Viewpoint - Amphenol Corporation is highlighted as a significant player in the AI stock market, particularly following its acquisition of CommScope's Connectivity and Cable Solutions business, which is expected to enhance its market position and financial performance [1][2]. Group 1: Acquisition Details - Amphenol has completed the acquisition of CommScope's Connectivity and Cable Solutions (CCS) business, which adds substantial fiber optic interconnect capabilities for IT datacom and communications networks, as well as industrial interconnect products for building infrastructure [2]. - This acquisition, valued at $10.5 billion, is Amphenol's largest to date and is projected to increase sales by approximately 17% [3]. Group 2: Financial Projections - Truist Securities has raised its earnings per share (EPS) estimate for Amphenol to $4.71 for 2027, up from $4.33, reflecting a 4% EPS accretion in 2026 and an anticipated long-term accretion of about 16% within two years [4]. - Analysts note that Amphenol has a strong track record with acquisitions, which typically lead to increased sales, improved operating profit margins, and enhanced return on invested capital [3].

Core Viewpoint - Autodesk, Inc. is recognized as a significant player in the AI sector, with analysts highlighting its potential for growth and innovation through generative AI technologies [1][2]. Group 1: Company Progress and Innovations - Autodesk has made substantial advancements in implementing generative AI solutions across various industries, including architecture, engineering, construction, and manufacturing [2]. - The company has operationalized AI technologies effectively over the past few years, indicating a shift from traditional desktop tools to more innovative solutions [2]. Group 2: Financial Performance and Growth Outlook - Autodesk has demonstrated "durable double-digit underlying growth" and is expected to see modest acceleration in growth by 2025, despite facing challenging macroeconomic conditions [3]. - The growth trajectory of Autodesk reflects a significant improvement compared to its performance a few years ago, showcasing its robust stock position [3]. Group 3: Analyst Ratings and Market Position - Piper Sandler analyst Clarke Jeffries has reiterated an Overweight rating on Autodesk with a price target of $373.00, categorizing it as one of the "Top Picks for 2026" [1].

Group 1 - ASML Holding N.V. has been identified as a significant AI stock, with a price target raised to EUR 1,250.00 from EUR 1,200.00 while maintaining a Buy rating [1] - The Q4 2025 order intake forecast for ASML has been increased to €7,047 million, which is approximately 13% higher than the consensus estimate of €6,249 million [1] - The company is expected to report its order intake on a quarterly basis for the last time in this quarter [1] Group 2 - TSMC's Technology Symposium in April 2026 is anticipated to be a key catalyst for ASML's high NA EUV investment thesis, with expectations of an updated roadmap that could accelerate implementation from 2030 to 2028 [2] - The firm previously indicated that strong semiconductor sales would not immediately lead to increased capital equipment demand, but now believes that improved utilization will lead to positive demand momentum through 2028 [3] - ASML specializes in developing and selling advanced semiconductor equipment, including lithography, metrology, and inspection systems for chip manufacturing [3]