Key missing holdings make one choice better than the other as we head into the new year.For most investors interested in growth opportunities, their mind goes to tech stocks. Given how the tech sector has performed over the last decade or so, it's easy to see why this is the case. Overall, it has outperformed all of the other major sectors of the U.S. economy.Hitting it big on an individual tech stock can get you life-changing money, but it doesn't take that to make good money from the tech sector. Many tec ...

Core Insights - Alphabet is emerging as a significant player in the AI chip market, particularly with its tensor processing units (TPUs), which pose a new challenge to Nvidia's dominance in the sector [3][12] - The AI infrastructure market is projected to reach $7 trillion by 2030, with substantial investments from hyperscalers, indicating robust demand for both Nvidia's GPUs and Alphabet's TPUs [14] Group 1: Alphabet's Position in AI Chip Market - Alphabet's TPUs are gaining traction and are being utilized by major tech companies, including OpenAI and Meta Platforms, highlighting their growing demand [8][9] - TPUs are specialized hardware designed for deep learning, contrasting with Nvidia's versatile GPUs that support a wide range of AI applications [5][6] - The introduction of TPUs enhances Google's cloud ecosystem, making it a compelling offering for clients seeking AI solutions [9] Group 2: Competitive Landscape - Despite the rise of TPUs, many users, including Google, continue to rely on Nvidia's GPUs, indicating that TPUs are not replacing GPUs but rather complementing them [12][16] - Major deals involving Nvidia's GPUs, such as OpenAI's $38 billion contract with AWS and Anthropic's $30 billion agreement with Microsoft Azure, demonstrate the ongoing reliance on Nvidia's technology [10][11] - The AI chip market is characterized by multiple players, suggesting it is not a winner-take-all scenario, which may mitigate concerns for Nvidia investors [14][17]

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Hot AI Stocks on Wall Street’s Radar. On December 9, Stifel maintained its Buy rating on the stock with a $114.00 price target. Firm analysts addressed recent market rumors as baseless, reaffirming confidence in the company’s ASIC platform positioning. Defending the company’s platform status against recent noise, the firm noted that the speculation that Marvell could lose its XPU socket to a competitor for “second and larger ASIC customer are without me ...

Core Insights - Amazon and Microsoft have announced a combined investment of $52.5 billion to enhance India's AI and cloud ecosystem, underscoring India's rising significance in advanced digital technologies [1] Group 1: Amazon's Investment - Amazon plans to invest $35 billion in India by 2030 to promote AI-led digitization and expand exports, having already invested $40 billion since 2010 and an additional $26 billion in 2023 [2][3] - This new commitment solidifies Amazon's status as one of the largest foreign investors in India, with a significant portion of the investment aimed at strengthening local cloud and AI infrastructure [3] Group 2: Microsoft's Investment - Microsoft has pledged $17.5 billion to enhance India's AI capabilities and cloud infrastructure by 2030, which includes expanding hyperscale infrastructure and integrating AI into national platforms [4] - A new hyperscale cloud region in Hyderabad is expected to become operational by mid-2026, with Microsoft having previously committed $3 billion in investments in January 2025 [4] Group 3: Other Investments and Industry Trends - Alphabet (Google) announced a $15 billion investment to build a new AI-focused data center in India, marking its largest investment in the country to date [5] - India's attractiveness as a global AI and cloud investment hub has increased, with Intel collaborating with Tata Electronics on a $14 billion semiconductor manufacturing project, supported by government subsidies and private initiatives [6] Group 4: Investment Opportunities - Investors can consider India-based exchange-traded funds (ETFs) such as VanEck Digital India ETF (DGIN), iShares India 50 ETF (INDY), and Invesco India ETF (PIN) to tap into the growing investment landscape [7]

Core Viewpoint - Taiwan Semiconductor Manufacturing Co. (TSMC) is considering producing its advanced 4-nanometer chip at its second plant in Japan to address the rising demand for AI-related products [1][4]. Group 1: Shift Towards Advanced Chips - The Kumamoto plant, initially designed for 6-nm and 7-nm chips, may undergo a transition to 4-nm technology, which could lead to design revisions and a delay in the plant's launch, currently scheduled for 2027 [2]. - Construction at the Kumamoto plant has been paused, and TSMC is also delaying new equipment installation at its existing plant, which produces mature chips for various applications [3]. Group 2: Demand for AI Chips - TSMC's potential shift to 4-nanometer production is a direct response to the surging demand for AI products, with plans to expand 2-nanometer chip production from seven to ten fabs, supported by a $28 billion investment [4]. - Major tech companies, including Nvidia, Google, Amazon, and MediaTek, are driving this demand, leaving TSMC with no spare capacity despite its expansion efforts [5]. Group 3: Financial Performance - TSMC reported NT$343.61 billion ($11.01 billion) in net revenue, reflecting a 24.5% year-over-year increase but a 6.5% decrease month-over-month. For the period from January to November, revenue reached NT$3.47 trillion ($110 billion), marking a 32.8% year-over-year increase [7]. - Year-to-date, TSMC's stock has increased by 53.85%, although it experienced a 2.22% decline recently, closing at $310.14 [8].

Core Viewpoint - Several stocks, including Amazon, Viking Therapeutics, and Carnival Corp., are currently underperforming the market but may present significant investment opportunities moving into 2026 [1][2]. Amazon - Amazon has a market capitalization of $2.4 trillion and has only increased by 3% this year, significantly lagging behind the S&P 500's 16% growth [4][6]. - The stock is trading at 32 times its trailing earnings, which is lower than the average of 42 times for the Technology Selector Sector SPDR ETF [5]. - Amazon's growth opportunities include advancements in artificial intelligence and a 20% growth in its cloud business for the most recent quarter [7]. - The overall growth rate for Amazon remains solid at 13%, indicating potential for long-term appreciation [7]. Viking Therapeutics - Viking Therapeutics has seen a 3% decline this year, primarily due to concerns over a high discontinuation rate for its weight loss pill, VK2735 [8][11]. - The stock has rebounded to around $39, close to its pre-sell-off levels, indicating recovery potential [9][10]. - Viking's injectable version of VK2735 is in phase 3 trials, with promising results, which could lead to significant business growth and acquisition interest if approved [11]. Carnival Corp. - Carnival Corp. has only risen by 4% this year and trades at a price-to-earnings ratio of 13, well below the S&P 500 average of 25 [13][16]. - The company has been posting record financial results, with operating profits reported in each of the past four quarters [16]. - Carnival's low-cost cruise offerings may attract consumers seeking affordable vacation options amid economic uncertainty, enhancing its market position [14].

Core Insights - Amazon is developing a "rush" pickup service to allow shoppers to collect orders from Amazon-owned stores within an hour, aiming to enhance delivery speed and convenience [1][3][10] Group 1: Service Development - The new "rush" pickup service will enable a "unified" order system, allowing customers to order from both Amazon's online marketplace and items in physical stores [2] - The pilot launch of this service is planned for at least one metro area by the first quarter of 2026, although the timeline may be subject to change [3] Group 2: Market Context - In-store pickup, or "click-and-collect," is experiencing significant growth, with total US sales projected to reach $112.96 billion in 2024, a 17% increase from 2023, and expected to grow to $129.33 billion by 2027 [8] - Approximately 152.9 million Americans, or 68% of digital buyers, are projected to use click-and-collect services by 2025 [8] Group 3: Competitive Landscape - Amazon leads in e-commerce sales, but Walmart has a competitive edge in delivery speed, reaching about 95% of American households within three hours due to its extensive store network [9] - Walmart is also a leader in click-and-collect services, with projected sales of $38.50 billion in 2024 [9] Group 4: Strategic Goals - The "rush" pickup service aims to meet customer demand for faster access to a wider product selection while optimizing Amazon's physical store network and logistics [10] - The initiative is part of Amazon's broader strategy to validate customer demand for rapid pickup and effectively integrate physical and digital offerings [10]

Amazon.com Inc.’s plan to invest an additional $35 billion in India by 2030 is expected to intensify competition in the online commerce and prompt rivals to increase their spending on infrastructure, supply chains, and consumer acquisition. The US tech giant, which has already deployed $40 billion in the country, will invest money in all of its businesses—its core e-commerce operations, cloud computing division Amazon Web Services, entertainment businesses including Prime Video and MX Player, and its device ...

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Trending AI Stocks on Wall Street. On December 8, Benchmark downgraded the stock from Buy to “Hold” following insights from a recent Silicon Valley bus tour. The firm said it is quite concerned about Marvell’s loss of Amazon’s Trainium chip. “Following two days of extensive industry meetings during our recent Silicon Valley bus tour, we are downgrading our rating on Marvell from Buy to “Hold”, as we now have a high degree of conviction that the company ...

Core Insights - Amazon (AMZN) stock has increased by over 6% in the past four months, indicating a positive trend in its performance [1]. Group 1: Company Overview - The article highlights that Oakoff Investments provides a personal portfolio management service and quantitative research analysis, focusing on balancing growth and value for investors [1]. - Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1]. Group 2: Market Context - The increase in AMZN stock price suggests a solid performance, although the analysis has not been updated since August 2025 [1].