Core Viewpoint - The article emphasizes that despite the size of major tech companies, there are still significant growth opportunities in AI stocks, particularly for Alphabet, Amazon, and Taiwan Semiconductor Manufacturing (TSMC) as they head into 2026 [1][2]. Alphabet - Alphabet has a market cap of $3.7 trillion, making it one of the most valuable companies globally, just behind Nvidia at $4.3 trillion [4]. - Concerns about Alphabet's ability to maintain its dominance in search due to AI chatbots have led to skepticism among investors, which may contribute to its current valuation not reflecting its true potential [5][8]. - The company has diversified operations, including enhancements in Google Search, YouTube, a growing robotaxi business (Waymo), and an expanding cloud business, which supports its growth prospects [7][8]. - Alphabet's stock trades at a forward P/E multiple of 28, which is modest compared to the Technology Select Sector SPDR ETF's average of just under 30, indicating potential for a higher valuation [8]. Amazon - Amazon's market cap stands at $2.4 trillion, and its stock price has declined by 4% over the past year, suggesting it may be undervalued [9][11]. - The company is known for its online marketplace and Amazon Web Services (AWS), which are significant growth drivers, alongside its own robotaxi business, Zoox [10][12]. - Amazon is expanding its same-day delivery of fresh groceries, which could enhance its competitive position against rivals like Walmart, leveraging its AI capabilities for better market predictions [12][13]. - The stock trades at a forward P/E of 27, indicating that it should be valued higher given its growth opportunities [13]. Taiwan Semiconductor Manufacturing (TSMC) - TSMC has a market cap of $1.5 trillion and is crucial in the AI industry due to its role in chip manufacturing for major tech companies, including Nvidia [14][15]. - The company reported a 30% revenue increase and a 39% rise in diluted per-share profit for the quarter ending September 30, showcasing strong growth and operating margins around 50% [16]. - TSMC's stock has increased by over 40% this year, and it has a forward P/E of just under 24, making it the cheapest stock among the three discussed [16].

[music] It is time for the light from rap and then the light round is over. Are you ready. Let's go to Daniel in New York.Daniel. >> Yes. Hi Jim.I just want to tell what are your thoughts on one oak. >> One oak is a buy right here and not just because I think water holst is terrific. Let's go to Jaylen in Texas.Jaylen. >> Hey Jim. Such a pleasure to speak to you.Uh my question is on Lucid Stock that >> I'll give you MY ANSWER. >> NOW WE'RE GOING to Alex in Jersey. Alex.>> Hey Jim. Alex from New Jersey. Happ ...

Economic Trends - The report highlights the emergence of a K-shaped economy, where some Americans are thriving while others struggle to keep up with inflation [1][4][5] - Spending at wholesale retailers like Costco, Amazon, and Walmart has increased by 7% since 2024, even among those earning $100,000 per year [3] - The top 10% of earners account for almost half of all spending, with their spending up by 36% since the early 1990s [5] Consumer Behavior - Consumers are increasingly seeking value and better deals, especially families [1][2] - The bottom 80% of consumers are struggling to keep up with price inflation [5] - The top 10% of earners have increased their spending by almost 45% in the first half of 2025 [5] Economic Sustainability and Risks - A K-shaped economy is considered unsustainable in the medium to long run [6] - The Federal Reserve is observing the K-shaped economy and its potential risks [8] - The economic outlook for 2026 depends on the spending behavior of the top 20% of earners [9] Economic Recovery Shapes - The report contrasts the K-shaped economy with V-shaped, U-shaped, and L-shaped recoveries, referencing historical events like the 2008 recession and the 1973 oil crisis [7]

Final trade time. Mike Poe. >> Yeah.Top line, bottom line, and free cash flow. All growing faster than the market overall, and yet it trades at a market multiple. I like Amazon.>> Tim, >> good to have Ununice here. Inspired me on my Baba trade. Alibaba.>> Courtney, we're talking about um IPOs, maybe potential M&A activity. I think Goldman Sachs is worth a look here. Steve >> GM is an incredible chart and I think it still can go higher.>> Thank you for watching Fast Money. Have a fantastic weekend. The Mad M ...

It's the buzzword on Wall Street >> on the the K-shaped economy. >> Something that economists call a K-shaped economy. >> This economics report was brought to you by the letter K.But what does it mean for Main Street. A K-shaped economy means some families are trying to find value where they can. A struggle Payton Riley from Kentucky knows all too well.>> We're buying, buying, buying. So, I try to find the best deals when I can. With a big family, she knows where to get the best bang for her buck.>> It's ge ...

Starbucks has named longtime Amazon executive Anand Varadarajan as its new chief technology officer, tapping a veteran of the tech giant's grocery and supply chain operations as the coffee chain pushe... ...

Alibaba ( BABA ) is far more than an e-commerce giant; it is providing the fundamental digital infrastructure that is necessary for Chinese companies to win in the global AII’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global econo ...

Anand Varadarajan, Amazon Vice President of product and technology and worldwide grocery stores speaks during the Delivering the future conference in Mt. Juliet, Tennessee, on October 9, 2024.Starbucks announced Friday that it has hired its new chief technology officer, Amazon veteran Anand Varadarajan. Varadarajan, who spent nearly 19 years at Amazon, most recently led technology and supply chain for the tech giant's worldwide grocery stores business.Varadarajan, who also previously held software engineeri ...

Starbucks said on Friday it has appointed Anand Varadarajan as its new chief technology, effective January 19, as CEO Brian Niccol pushes a tech revamp in stores to make labor more efficient. ...

I did the same thing in the beginning of 2025, and I want to start this article by reviewing the performance of my last year's picks. The five stocks I picked last time were ASML (German Buy-Hold-Check investor. With a master's degree in engineering and management, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, ASML, TGOPF, AMZN, CRM, NBIS, NVO, HIMS either th ...