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Guotai Junan Securities believes that the divergence between AI investment and AI stock performance will become the norm in the future, similar to the new energy investment and stock performance after 2021. Although US AI tech stocks such as Oracle and Broadcom fell this Friday, the market's concerns about their future performance realization are the core issue. Investors should focus on the macro effects of sectors benefiting from AI investment trends, rather than getting entangled in the AI bubble
Alphabet's stock has been on fire in the second half of the year.
Mastercard (MA) announced a 14.47% increase in its dividend, raising it from 76¢ to 87¢ per share, payable on February 9, 2026, to shareholders on record as of January 9, 2025. This increase boosts the projected annual dividend income for shareholders. Since August 2019, MA has delivered an 84% total return, with a 5-year dividend growth rate of 13.70%. The forward yield is 0.61% at $571.93 per share.
A report from Wall Street investment bank BCA Research points out that the biggest risk facing the U.S. economy in 2026 may come from a stock market crash rather than an economic recession. The report argues that a stock market crash could lead to an economic recession and challenges the prevailing market view. The Federal Reserve may tolerate higher inflation rates to avoid a market crash and take measures to cut interest rates during economic or market weakness
D-Wave is a promising pure play, but Alphabet's resources could position it to be a bigger quantum-computing winner.
