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Alphabet (GOOGL) Has a Special Relationship With Apple, Says Jim Cramer
Yahoo Finance· 2026-01-09 17:04
We recently published 9 Stocks Jim Cramer Talked About.  Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer talked about. Alphabet Inc. (NASDAQ:GOOGL)’s shares have gained 66% over the past year to solidify its lead as one of the largest technology companies in the world. Recently, debate has focused on the firm’s custom AI chips called TPUs. Reports have suggested that Alphabet Inc. (NASDAQ:GOOGL)’s chips offer a cost advantage to NVIDIA’s AI processors. Another product that has generated news ...
Jim Cramer Says He’d Rather Own Broadcom (AVGO)
Yahoo Finance· 2026-01-09 17:03
We recently published 9 Stocks Jim Cramer Talked About.  Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer talked about. Broadcom Inc. (NASDAQ:AVGO)’s shares have gained 49% over the past year. The firm has benefited from AI-generated attention due to its ability to design custom chips. Throughout 2025, Cramer continued to praise Broadcom Inc. (NASDAQ:AVGO) and its CEO, Hock Tan. The CNBC TV host believes that Tan is one of the best executives in the technology industry. Analysts have also start ...
4 Stocks to Boost Your Portfolio on Steady Jump in Semiconductor Sales
ZACKS· 2026-01-09 16:55
Key Takeaways Global semiconductor sales hit a record $75.3B in November, rising 3.5% from October and nearly 30% y/y.AI investment & expanding chip use across data centers and devices are driving advanced semiconductors demand.Analog Devices, NVIDIA, MACOM Technology and Amtech Systems are highlighted as stocks positioned to benefit.The semiconductor market has grown at a rapid pace over the past two years, thanks to the continued enthusiasm surrounding artificial intelligence (AI), especially generative A ...
Nvidia stock remains rangebound: buy, sell or hold?
Invezz· 2026-01-09 16:42
Nvidia stock has remained largely range-bound for several months despite strong demand for its artificial intelligence chips, and the company is now making a notable executive hire as it looks to rein... ...
This quietly dominant stock — plus Nvidia and Broadcom — are Mizuho's top chip picks
MarketWatch· 2026-01-09 16:40
Core Insights - Lumentum's stock has quadrupled over the past year, indicating significant market interest and performance [1] - The company is positioned within key AI themes, suggesting potential for further stock gains driven by advancements in artificial intelligence [1] Company Summary - Lumentum specializes in optical components, which are critical for various applications, including those related to AI [1] - The company's recent stock performance reflects strong investor confidence and market trends favoring technology and AI-related sectors [1] Industry Summary - The optical component industry is experiencing growth, particularly due to its integration with AI technologies, which could enhance demand for Lumentum's products [1] - As AI continues to evolve, companies like Lumentum that provide essential components may see increased opportunities for expansion and profitability [1]
AMD: Golden Buying Opportunity After Sentiment-Driven Selloff (NASDAQ:AMD)
Seeking Alpha· 2026-01-09 16:32
Advanced Micro Devices, Inc.'s ( AMD ) share price has retreated notably since my Strong Buy rating reiteration as of late October . The stock is down by almost 20% since then, which is not something thatWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve ...
AMD: Golden Buying Opportunity After Sentiment-Driven Selloff
Seeking Alpha· 2026-01-09 16:32
Advanced Micro Devices, Inc.'s ( AMD ) share price retreated notably since my Strong Buy rating reiteration as of late October . The stock is down by almost 20% since then, which is not something that makesWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’v ...
How to Trade the Next Earnings Season? Goldman Says Try Options
Investopedia· 2026-01-09 16:20
Key Takeaways Earnings season is around the corner. Goldman Sachs' analysts have ideas about how to trade it. Options pricing suggests traders expect the average S&P 500 stock to move up or down 4.5% after earnings, near the lowest level of implied volatility in the last 20 years, according to Goldman. Just two quarters ago the average S&P 500 stock moved 5.4% on earnings, their highest volatility since 2009. 10 Options Strategies Every Investor Should Know Options Trading: How To Trade Stock Options in 5 S ...
Intel stock jumps 6% after CEO meets with Trump as U.S. stake doubles value
CNBC· 2026-01-09 16:11
The Intel logo is displayed on a sign in front of Intel headquarters in Santa Clara, California, on July 16, 2025.Intel stock climbed 6% Friday after CEO Lip-Bu Tan met with President Donald Trump, continuing a rally that has seen the stock more than double since the U.S. took a stake in the chipmaker in August."The United States Government is proud to be a Shareholder of Intel," Trump said in a Truth Social post Thursday following the meeting.Trump lauded Tan as "very successful" and touted the launch of I ...
FINE2026火热招展中!六大主题展集结:智能终端+半导体+热管理+先进电池+轻量化与可持续+科技创新成果
DT新材料· 2026-01-09 16:06
2026未来产业新材料博览会 中国未来产业崛起引领全球新材料创新发展 2026年6月10-12日 上海新国际博览中心 新材料是未来高新技术产业发展的基石和先导,新材料的突破将加速未来产业变革! 2026未来产业新材料博览会(上海) (Future Industries New Materials Expo 2026,简称" FINE 2026 "),由 「 DT新材料 」 主办的 第十届 国际碳材料产业博 览会 (Carbontech 2026)、 热管理产业博览会 (iTherM 2026)和 新材料科技创新博览会 (AMTE 2026)三大展重磅升级而来,旨在打造一个以未来产业终端为引 领、立足国际视野的新材料领域标杆展会。 FINE 2026 , 以 50,000平 展区 与 超过 300场 战 略与前沿科技报告,全景呈现应用于人工智能、智算/数据中心、具身智能、低空经济、航空航天、智能汽车、 AI消费电子、量子科技、6G、脑机接口、新能源、生物制造等产业的热门创新成果, 并 重点聚焦 未来智能终端 以及 未来产业五大共性需求(先进半导体、先 进电池、轻量化、低碳可持续、热管理) , 呈现从终端、部件、 ...