A hot sector on terra firma might also become popular in space, and the company could benefit if it plays its cards right.The stock of next-generation space and defense company Redwire (RDW 4.11%) was a hit over the past few trading sessions -- and it generally wasn't because of any proprietary news from the company. Rather, a report about two associated businesses helped propel its shares higher; they were up by nearly 14% week-to-date as of early afternoon Friday, according to data compiled by S&P Global ...

Strong AI spending is expected to persist through 2030.The new year is right around the corner, and it's time to start looking at which stocks are strong buys. Two that I think have the potential to deliver impressive returns are Alphabet (GOOG 2.27%) (GOOGL 2.43%) and Taiwan Semiconductor Manufacturing (TSM 1.38%).Each of these stocks has had a strong 2025, and looking into 2026, each is positioned for success. 1. AlphabetFew stocks have done as well in the second half of 2025 as Alphabet. It has risen mor ...

Broadcom and UiPath both have huge opportunities in front of them.As 2025 begins to wind down, it will go down as another strong year for artificial intelligence (AI) stocks. Meanwhile, with AI still appearing to be in its early innings, the group could help lead the market higher in 2026 once again.Let's look at two AI stocks that could help you make a fortune in 2026. 1. BroadcomOne AI stock that looks like it could outperform in 2026 is Broadcom (AVGO +1.64%), as it has some of the best growth prospects ...

Core Insights - Quantum computing presents a significant opportunity for investors, particularly through established tech giants rather than pure plays [1][2][3] - Major tech companies are heavily investing in infrastructure to support AI and are also exploring quantum computing as a complementary technology [2][19] Company Summaries Alphabet - Alphabet is recognized as a leading opportunity among major AI stocks, with a diverse ecosystem that includes internet search, advertising, cloud computing, and custom chip design [6][19] - The company is investing in quantum computing through its quantum processor, Willow, which is currently used for simulations against supercomputers [9][10] - Alphabet's integration of AI across its services positions it well to commercialize quantum computing applications in the future [10][19] Nvidia - Nvidia is a key player in the AI movement, providing GPUs and software that are central to generative AI development [11][19] - The company is exploring quantum AI opportunities with products like NVQLink and an alternate version of CUDA for hybrid computing environments [13][14] - Nvidia's strategy focuses on bridging traditional and quantum computing rather than investing heavily in supercomputers [14][19] Amazon - Amazon's AI ecosystem mirrors that of Alphabet, with significant revenue from e-commerce, cloud computing, and advertising [16][19] - Amazon Web Services (AWS) is the largest cloud platform and is a primary source of AI growth for the company [17][19] - The company has developed its own quantum processing chip, Ocelot, and offers a quantum computing architecture called Amazon Bracket within AWS [18][19] Investment Themes - The analysis emphasizes that Alphabet, Nvidia, and Amazon have established successful AI businesses, allowing them to explore quantum computing without it being a core growth strategy [19][20] - AI is expected to drive growth for these companies in the coming years, providing a dual upside for investors as quantum applications are developed [20][21]

Broadcom Inc. (NASDAQ:AVGO) is included among the 14 Best US Stocks to Buy for Long Term. Susquehanna Sees Stronger 2026 Performance From Broadcom’s (AVGO) Expanding ASIC Base Photo by Vitaly Taranov on Unsplash On December 4, Susquehanna analyst Christopher Rolland raised the firm’s price target on Broadcom Inc. (NASDAQ:AVGO) to $450 from $400 and maintained a Positive rating on the shares. The update came ahead of the company’s earnings, which are expected on December 11. According to the firm, the ne ...

Core Viewpoint - Apple's high valuation metrics are currently supporting its market valuation, but it is expected that other companies will surpass Apple in market cap in the coming years due to its slow growth and high valuation [1]. Group 1: Competitors to Apple - Alphabet is approximately $300 billion behind Apple and generates more net income, indicating it could be valued higher if given the same stock price valuation. Its revenue and operating income growth rates are nearly double those of Apple, positioning it well to surpass Apple in market cap within three years [4][6]. - Microsoft, with a market cap of about $3.6 trillion, is also a strong contender to surpass Apple. Its net income is close to Apple's, and its growth rates, driven by a thriving software business and a strong cloud computing platform, suggest it will likely pass Apple in market cap soon [9]. - Amazon, currently valued at about $2.5 trillion, faces a tougher challenge as it is $1.7 trillion smaller than Apple. However, its cloud computing business, AWS, is experiencing significant growth, and its advertising business is also expanding rapidly, which could help it close the gap with Apple [10][11][13]. Group 2: Growth Prospects - Alphabet's advertising platform is performing well, and its challenge to Nvidia's dominance in the AI computing market could further enhance its growth prospects [7]. - Microsoft benefits from strong demand for AI, which is expected to continue driving growth in its cloud computing services [9]. - Amazon's AWS saw a 20% year-over-year revenue increase, and its advertising business grew by 24% in Q3, indicating strong potential for profitability and growth [11][13].

Alphabet could become the world's valuable company by the end of 2026.Nvidia (NVDA +2.17%) is currently the world's largest company with a market cap nearing $4.4 trillion, followed by Apple (AAPL 1.50%) at around $4.2 billion, as of this writing. However, I think Alphabet (GOOGL 0.73%) (GOOG 0.83%) will take the top spot by the end of 2026.Alphabet is currently the world's third-largest company with a market cap of around $3.9 trillion, just ahead of Microsoft (MSFT +0.23%) at $3.6 trillion. They are the o ...

Core Insights - The potential deal between Meta Platforms and Alphabet for tensor processing units (TPUs) indicates a shift in the AI chip supply landscape, as Meta seeks alternatives to Nvidia due to unmet demand for cloud GPUs [2][4] - Nvidia remains a dominant player in the AI computing market, with its GPUs being the preferred choice for data center operators, despite recent stock price fluctuations [3][5] - Concerns about a potential bubble in the AI sector are acknowledged, but the financial strength of major players like Alphabet and Meta suggests that their investments in AI infrastructure are sustainable [6][7] Company-Specific Insights - Meta Platforms is considering purchasing TPUs from Alphabet, which could diversify the AI chip market and challenge Nvidia's current dominance [2][8] - Nvidia's stock has seen significant appreciation, rising over 1,100% since 2023, although it has experienced a recent pullback [5][11] - Nvidia's market share in the data center AI accelerator market is estimated to be around 90%, but it is expected to face increased competition from companies like Alphabet [8] Industry Trends - The global data center capital expenditures are projected to reach between $3 trillion and $4 trillion by 2030, indicating a compound annual growth rate of 42% [9] - AI hyperscalers are expected to continue investing heavily in AI infrastructure, with record-breaking capital expenditures announced for 2026 [10] - Despite potential market share losses, Nvidia is positioned to remain a profitable investment due to the overall growth in AI computing demand [11]

Nvidia has been a victim of a heavy sell-off recently.Over the past few weeks, Nvidia (NVDA 1.03%) hasn't been the strong stock it typically is. The shares are down around 15% from their all-time high, stemming from reports that Meta Platforms could be purchasing tensor processing units (TPUs) from Alphabet. That would shift some of Meta's spending to Alphabet, which is concerning for Nvidia because Meta is such a large customer.However, I think investors are missing the bigger picture here. While Nvidia wo ...

Taiwan Semiconductor Manufacturing should be a winner, regardless of which chip designers gain or lose market share.Keeping up with the many developments in the global AI infrastructure buildout can be exhausting. Currently, there's a growing view that Alphabet's (GOOG +1.46%) (GOOGL +1.26%) tensor processing units (TPUs) could take a big share of the AI chip market from Nvidia's (NVDA 1.04%) dominant graphics processing units (GPUs). We'll see how that plays out, but other competing products from AMD (AMD ...