First Trust High Income

Microsoft's new data center in Hyderabad, India is expected to become operational in mid-2026

NVIDIA to pay quarterly cash dividend

Financial media highlights that Google's AI and TPU advancements are driving growth in the optical module industry

US Consumer Product Safety Commission Recalls Some Baby and Children's Products Sold on Amazon

BofA Analyst Reiterates Buy Rating on Nvidia Stock

Alphabet (GOOG.TO) will pay a dividend.

Microsoft adjusts bug bounty program to enhance security

Apple rumored to launch new product line in the first half of 2026, including a budget iPhone

Google launches a beta version of real-time translation for headphones with advanced Gemini features.

OpenAI and Microsoft are sued in a murder-related case, with the lawsuit alleging ChatGPT exacerbated the user's delusions.

NVIDIA Responds to Academic Concerns, Emphasizing It Has Not Abandoned 64-bit Computing

Google Pixel 10a phone expected to be released in early 2026

Alphabet is poised for an accounting windfall as SpaceX's valuation surges

Amazon will launch its Boxing Day sales event

Huang Rumin Approved by Trump to Sell H200 Chips to China for NVIDIA

NVIDIA Officially Responds: Its GPUs Do Not Contain Hardware Backdoors or Remote Kill Switches

CISA warns of actively exploited zero-day vulnerability in Windows

Microsoft community hosts 'MS Nantes Connect' tech event in Nantes, France

Amazon announced that it will terminate the FBA "Commingling Mode" in March 2026.

NVIDIA Reportedly Launches New GPU Cluster Monitoring Solution

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

NVDA

GOOG

GOOGL

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NVDX

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Analysts used TipRanks' Stock Comparison Tool to compare Microsoft (MSFT), Alphabet (GOOGL), and Nvidia (NVDA) to determine which mega-cap stock has the highest upside potential. These stocks are known for their long-term growth potential and strong market positions.

- Investors seeking long-term growth may consider mega-cap stocks, defined as those with a market capitalization exceeding $200 billion.  
- These stocks represent large, established companies with strong industry positions, such as Microsoft, Alphabet, and Nvidia, which were analyzed for their upside potential using TipRanks' Stock Comparison Tool.  
- The analysis aims to identify which mega-cap stock offers the highest growth potential according to Wall Street insights.

Tip Ranks

NVIDIA

Microsoft

Alphabet - C

Alphabet

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GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

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MSFT vs. GOOGL vs. NVDA: Which 'Strong Buy' Mega-Cap Stock Has the Highest Upside Potential, According to Analysts?

AVGO

COST

Jim Cramer discusses the challenges facing Broadcom and Costco due to their high price-to-earnings multiples. Broadcom's AI chip business faces competition and potential delays in Oracle's data center projects for OpenAI. Concerns over profitability and market dynamics impact stock performance. Cramer highlights the complexity of the situation and the need for clarity on AI buildout and chip orders.

CNBC

Broadcom

Costco Wholesale

Broadcom and Costco's rich valuations leave little room for error as battleground stocks

SOXL

Nvidia faces pressure as Google intensifies its AI efforts, posing a risk to Nvidia's dominance. Stephen Witt highlights Google's Gemini AI as a threat, running on Google's TPUs. Jensen Huang is shifting focus to robotics to counter this. Concerns arise over Nvidia's leadership, with no clear successor to Huang. The company's future hinges on Huang's leadership amid market uncertainties.

- Sundar Pichai is intensifying Google's efforts in the AI sector, posing a significant threat to Nvidia's dominance, according to Stephen Witt, author of a biography on Jensen Huang.  
- Witt highlights Google's Gemini as a strong competitor, which operates on Google's TPUs, potentially allowing Google to set a precedent for other tech giants.  
- Nvidia faces challenges with its leadership structure, as Jensen Huang lacks a clear successor, raising concerns about the company's future amidst increasing competition from Google and others.

Cryptopolitan

Direxion Semicon Bull 3X

Nvidia faces new pressure as Jensen shifts energy into robotics

The United States is trying to tax its way through the AI arms race, and the numbers do not add up. By letting Nvidia resume advanced chip exports to China while skimming a 25 percent cut of those sales, President Donald Trump has embraced a policy that pleases almost no one in the security community […]

- The United States is attempting to navigate the AI arms race through taxation, but the financial implications are questionable.  
- President Donald Trump has allowed Nvidia to resume advanced chip exports to China while imposing a 25 percent tax on those sales.  
- This policy has garnered little support within the security community, indicating widespread dissatisfaction.  

Experts say a 25% US cut of Nvidia chip sales makes no sense

The article suggests investing $1,000 in tech stocks like Nvidia, Alphabet, and Taiwan Semiconductor Manufacturing for 2026 and beyond. Nvidia benefits from AI infrastructure growth, Alphabet has a strong AI tech stack, and TSMC is crucial for AI chip production. These companies are well-positioned for future growth due to their roles in AI development and infrastructure.

- The article discusses three tech stocks to consider for investment in 2026: Nvidia, Alphabet, and Taiwan Semiconductor Manufacturing (TSMC).  
- Nvidia is positioned to benefit from the AI infrastructure boom, holding over 90% market share in GPU data centers, while Alphabet leverages its comprehensive AI tech stack for revenue growth in cloud computing and search.  
- TSMC, as the largest semiconductor manufacturer, is crucial for AI chip production, anticipating a mid-40% CAGR in AI chip demand and planning to increase service prices in 2026.

Motley Fool

Taiwan Semiconductor

The Best Stocks to Invest $1,000 in Right Now for 2026 and Beyond

Michael Burry, known for "The Big Short," warns of an unpredictable AI bubble burst, criticizing Nvidia's role in the hype. He suggests the bubble may still expand but warns of a potential market top. Burry highlights concerns over "supply-side gluttony" and advises against shorting stocks. He compares Nvidia to Cisco during the dot-com crash, implying a nearing peak of the AI bubble. Despite his warnings, Burry admits the timing of the burst is unpredictable.

- Michael Burry has warned about the unpredictability of a potential AI bubble burst, criticizing Nvidia's role in the hype.  
- He believes the stock market may be nearing a generational top due to "supply-side gluttony" and cautions against shorting overvalued stocks.  
- Burry's comparison of Nvidia to Cisco during the dot-com crash suggests concerns about the sustainability of the current AI excitement and potential market volatility.

benzinga_article

Investor Michael Burry Criticizes Nvidia, Warns Of Unpredictable AI Bubble Burst, Says 'There Is No Way To Time Or Predict'

BofA Securities analyst Vivek Arya reiterated a Buy rating on NVIDIA Corporation (NASDAQ:NVDA) with a $275.00 price target, citing the company's unmatched leadership, long-term visibility, and margin durability. Nvidia's GPUs are considered a full generation ahead of rivals, making its shares compelling for investors.

- NVIDIA Corporation (NASDAQ: NVDA) is highlighted as a key AI stock for investors.  
- BofA Securities analyst Vivek Arya has maintained a Buy rating on the stock, setting a price target of $275.00.  
- The bank asserts that Nvidia shares are attractive due to the company's leadership, long-term prospects, and strong margins.  

NVIDIA Corporation

BofA says Nvidia (NVDA) GPUs remain a full generation ahead of rivals

Nvidia's market value soared past $4 trillion, making it the world's biggest company. Investors see Nvidia as a key player in the AI boom, with its GPUs powering AI development. The company aims to innovate annually, maintaining its leadership. Nvidia's market value could reach $10 trillion by 2030, driven by AI infrastructure spending and its strong position in the GPU market. Analysts project significant revenue growth, supporting this potential valuation.

- Nvidia has achieved a significant milestone, surpassing a market value of $4 trillion, making it the world's largest company, driven by its dominance in the AI sector.  
- The company's growth is fueled by its leading position in GPU production, with sales projected to reach $213 billion this fiscal year and $316 billion next year, indicating strong revenue growth.  
- Analysts suggest that if Nvidia maintains its innovation and capitalizes on the increasing demand for AI infrastructure, it could potentially reach a market value of $10 trillion by 2030.

Could Nvidia Become the First $10 Trillion Company?

ORCL

Investors are questioning AI-linked stock valuations due to slowing growth and high spending. Concerns arise as companies like Nvidia and Oracle face stock drops and financial pressures. OpenAI's high costs and potential cash flow issues add to the tension. Major tech firms are heavily investing in AI, but revenue growth may not match expenses, leading to potential market corrections. The situation raises doubts about the sustainability of current valuations and the future of AI investments.

- Investors are increasingly skeptical about stock prices linked to artificial intelligence, questioning the sustainability of the current market frenzy.  
- Major companies like Nvidia and Oracle are experiencing significant stock declines due to high costs and slowing growth, raising concerns about the viability of their AI investments.  
- As capital flows into AI projects, the potential for a market correction looms, with investors weighing the risks against the opportunities presented by ongoing technological advancements.

Oracle

Investors are questioning AI-linked stock valuations as slowing growth hits major tech

Alphabet Inc. is set to record a significant paper gain from its investment in SpaceX, following a stock sale that values SpaceX at $800 billion. Alphabet's previous gains from SpaceX boosted its earnings in 2024. Meanwhile, TD Cowen raised Alphabet's price target to $350, citing AI advancements, with expectations of further stock growth and increased Google Search and Gemini usage.

- Alphabet Inc. is set to record significant gains following SpaceX's recent stock sale, valuing the private rocket company at approximately $800 billion.  
- Alphabet has held a stake in SpaceX since 2015, and previous gains from this investment have positively impacted its earnings, including an $8 billion gain reported in 2024.  
- Additionally, analysts have raised Alphabet's price target to $350, citing advancements in its artificial intelligence initiatives, which are expected to drive growth in Google Search and Gemini user engagement.

Alphabet poised for another paper gain as SpaceX valuation jumps

Investor Johnny Rice questions the sustainability of Nvidia's growth amid the AI boom, despite its strong financial performance. He highlights concerns about AI's real economic impact and competition from Alphabet's Gemini 3. While Nvidia's stock has a Strong Buy consensus on Wall Street, Rice doubts its long-term trajectory. The stock is expected to rise by 48% over the next year, according to analysts.

- Nvidia continues to exceed analyst expectations, reporting a revenue surge to $57 billion, up 62% year over year, and guiding for $65 billion next quarter.  
- Despite strong numbers, investor concerns arise regarding the sustainability of Nvidia's dominance in the AI sector, especially with emerging competition like Alphabet's Gemini 3.  
- While Wall Street maintains a Strong Buy consensus for Nvidia, doubts linger about the long-term viability of its growth trajectory amidst increasing scrutiny of AI investments.  

'Dreams Won't Pay Forever,' Says Investor About Nvidia Stock

AMZN

Analysts compare Amazon (AMZN) and Meta Platforms (META) to determine which offers more upside potential among the 'Magnificent 7' stocks. Using TipRanks' Stock Comparison Tool, the analysis focuses on Wall Street's latest outlook for these 'Strong Buy' stocks. Investors are encouraged to use TipRanks Premium for advanced data and tools to enhance investment decisions.

- Investors are monitoring the "Magnificent 7" stocks, which include Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla, due to their significant market influence.  
- A comparison between Amazon and Meta using TipRanks' Stock Comparison Tool indicates which of these "Strong Buy" stocks has better upside potential according to Wall Street's latest outlook.  
- The analysis aims to provide insights for investors to make informed decisions and optimize their portfolios.  

Meta Platforms

Amazon

AMZN or META: Which 'Strong Buy' Magnificent 7 Stock Offers More Upside, According to Analysts?

AMZU

Wall Street analysts, including BMO Capital and JPMorgan, are optimistic about Amazon and Alphabet's growth in 2026 due to their AI investments. Amazon's AWS is expected to benefit from increased AI tool usage, while Alphabet aims to integrate AI into core products like Google Search and Cloud. Both firms highlight 2026 as a pivotal year for these companies, focusing on AI-driven revenue growth.

- Wall Street is increasingly focused on companies that can convert AI investments into tangible returns, with BMO Capital and JPMorgan highlighting Amazon and Alphabet for 2026.  
- Amazon's growth is expected to be driven by its AWS division, which supports AI workloads, while Alphabet aims to integrate AI into its core products like Search and Google Cloud.  
- Both firms anticipate that 2026 will be pivotal for these companies, as they seek to demonstrate substantial revenue and profit growth following significant AI-related expenditures.