Core Insights - Intel's stock reached its highest level in nearly two years, increasing nearly 10% after President Trump praised CEO Lip-Bu Tan on social media [1][5] - Trump's previous push for Tan's resignation due to concerns over his ties to Chinese companies shifted after a meeting in August, leading to the U.S. government acquiring a 10% stake in Intel [2] Company Performance - The stock's recent surge is attributed to Trump's endorsement, although it remains below historical highs as Intel seeks to demonstrate a sustainable business turnaround [3] - A partnership with Nvidia and rumors of new customers contributed to Intel's stock performance, which nearly doubled in value last year, particularly between August and December [4] - Intel's stock has been one of the top performers in the S&P 500 at the start of the year, gaining close to 25% in January [4] Market Impact - Other semiconductor stocks, including Broadcom, Micron Technology, and Advanced Micro Devices, also saw gains, contributing to a broader market rally that lifted the S&P 500 to new highs [5]

Mizuho Securities downgrades Qualcomm stock to Neutral from Outperform. ...

Core Viewpoint - Taiwan Semiconductor Manufacturing Co. (TSMC) reported stronger-than-expected revenue for the fourth quarter, indicating robust global demand for semiconductors [1] Group 1: Company Performance - TSMC's revenue for the fourth quarter exceeded market expectations, reflecting the company's strong position in the semiconductor industry [1] - The company continues to benefit from high demand across various sectors, including automotive and consumer electronics [1] Group 2: Industry Context - The semiconductor industry is experiencing sustained growth, driven by increasing global demand for chips [1] - TSMC's performance is a positive indicator for the overall health of the semiconductor market, suggesting ongoing investment opportunities [1]

TAIPEI, Jan 9 (Reuters) - TSMC, the world's largest contract chipmaker, on Friday reported a 20.45% increase in ​fourth-quarter revenue from a year earlier, beating the ‌market forecast, as demand for the company's products leapt in response to ‌surging interest in AI applications. The company, whose customers include Nvidia and Apple, has been a major beneficiary of advances in AI, which has more than offset the tapering off of ⁠pandemic-led demand for chips ‌used in consumer electronics like tablets. ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best major stocks to invest in right now. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) received a rating update from Mizuho Securities on January 5, with the firm reiterating a Buy rating on the stock with a NT$2,000 price target. The same day, Goldman Sachs also lifted the price target on the stock to NT$2,330 from NT$1,720 and maintained a Buy rating on the shares. The firm told investors that Taiwan Semiconducto ...

It's been one of the most eventful CES (Consumer Electronics Show) events in years, thanks in part to the AI boom, which holds tremendous promise in 2026. ...

Group 1 - Intel Corporation has shown an 84% gain, indicating a significant recovery under the leadership of CEO Lip-Bu Tan, following substantial investments from the Trump administration and NVIDIA totaling nearly $14 billion [1][2] - CEO Lip-Bu Tan is recognized for his successful turnaround of Cadence Design Systems, and his leadership at Intel is expected to lead to a positive transformation, although it may take time [2] - The company designs and manufactures processors, chips, memory, and related hardware, while also providing software and AI-enabled platforms, positioning itself in a competitive tech landscape [2] Group 2 - Despite the positive outlook for Intel, there are other AI stocks that may offer greater upside potential and less downside risk, suggesting a cautious approach for investors [3]

In the latest trading session, Texas Instruments (TXN) closed at $185.71, marking a -3.33% move from the previous day. This move lagged the S&P 500's daily loss of 0.34%. Meanwhile, the Dow experienced a drop of 0.94%, and the technology-dominated Nasdaq saw an increase of 0.16%. The chipmaker's stock has climbed by 7.01% in the past month, exceeding the Computer and Technology sector's loss of 1% and the S&P 500's gain of 1.19%.The investment community will be paying close attention to the earnings perform ...

Core Viewpoint - Microchip Technology (MCHP) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations in previous quarters [1]. Earnings Performance - Microchip Technology has a solid track record of surpassing earnings estimates, with an average surprise of 9.28% over the last two quarters [2]. - In the most recent quarter, the company reported earnings of $0.35 per share against an expectation of $0.33, resulting in a surprise of 6.06% [2]. - For the previous quarter, the consensus estimate was $0.24 per share, while the actual earnings were $0.27 per share, leading to a surprise of 12.50% [2]. Earnings Estimates and Predictions - There has been a favorable shift in earnings estimates for Microchip Technology, indicated by a positive Zacks Earnings ESP (Expected Surprise Prediction), which is a strong signal for a potential earnings beat [5]. - The current Earnings ESP for Microchip Technology stands at +4.99%, reflecting increased analyst optimism regarding its near-term earnings potential [8]. Zacks Rank and Predictive Power - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being more reflective of recent analyst revisions [7].

Group 1: AI and Technology Sector - AI stocks are expected to perform strongly in 2026, with companies like Micron and Nvidia leading the way due to increased demand for memory and storage solutions [1][2] - The demand for higher-bandwidth memory in data centers is anticipated to drive spending and further increase demand for memory components [2] Group 2: Banking Sector - The banking sector, particularly regional banks, is identified as a promising investment opportunity for 2026, despite the lingering effects of the 2023 regional banking crisis [3] - Analysts suggest that deregulation could enhance banks' ability to utilize capital and generate better returns [3] Group 3: Investment Methodology - The selection of the 8 best American stocks to buy and hold in 2026 is based on hedge fund popularity, focusing on stocks with at least 10% expected revenue growth [6][7] - The strategy of imitating top hedge fund picks has historically outperformed the market, with a reported return of 275% since May 2014 [7] Group 4: Company Highlights - **Tesla Inc. (NASDAQ:TSLA)**: Expected revenue growth of 14.4% in 2026, with a potential upside of 4.2%. Despite underwhelming delivery numbers, analysts remain optimistic about Tesla's future, particularly in robotics and autonomous driving [8][9] - **Capital One Financial Corp (NYSE:COF)**: Expected revenue growth of 18.2% in 2026, with a potential upside of 8.18%. Recent target price increases from analysts reflect bullish sentiment, and the company is expected to benefit from synergies following the acquisition of Discover [11][12]