TCW Transform Supply Chain ETF(SUPP.US)

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TCW Transform Supply Chain ETF
SUPP.US
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Large Tech Stocks May Be Set for a Comeback, Says Morgan Stanley Portfolio Manager

Morgan Stanley's Andrew Slimmon suggests that large tech stocks, particularly the Magnificent Seven (GOOGL, AMZN, META, MSFT, NVDA, TSLA, AAPL), may rebound in early 2026 after underperforming in Q4. He notes that tech stocks are now more attractively priced compared to industrial stocks, which have already factored in expected Federal Reserve rate cuts. Slimmon highlights that there are no signs of earnings weakness in these tech companies and warns of potential risks in cyclical sectors. Analysts favor NVDA, predicting a 38.7% upside potential.

Tip Ranks·
US
NVDA
+1.09%
Tip Ranks·
US
NVDA
+1.09%

US STOCKS-S&P 500, Nasdaq see muted start to 2026 after last year's robust gains

The S&P 500 and Nasdaq started 2026 with muted trading after strong gains in 2025, influenced by declines in consumer discretionary stocks like Amazon and Tesla. The Dow rose 0.36%, while the S&P 500 and Nasdaq saw slight gains and losses. The Federal Reserve's future monetary policy is expected to impact markets, with a potential dovish shift anticipated. Furniture retailers benefited from delayed tariff hikes, with notable gains in their stocks. Overall, the market is set for its steepest weekly decline in over a month, despite a strong performance in 2025.

Reuters·
US
AMZN
-2.45%
Reuters·
US
AMZN
-2.45%

3 Big Rebound Stocks for 2026

In 2026, investors are optimistic about a recovery in the stock market, particularly for Amazon, which underperformed in 2025 with a 5.2% return. Experts believe Amazon's integration of AI and robotics will enhance its margins significantly. The Trade Desk, which saw a 67.7% decline in 2025, is also expected to rebound as analysts adjust their ratings positively. Overall, the outlook for U.S. equities remains bullish, with several underperformers showing signs of stabilization and potential growth.

benzinga_article·
US
AMZN
-2.45%
US
AMZU
-5.15%
benzinga_article·
US
AMZN
-2.45%
US
AMZU
-5.15%

What's Going On With Nvidia Stock Friday?

Nvidia Corp. has become the first company to surpass a $4.5 trillion market cap, driven by surging demand for its AI chips and software. The AI boom is expanding into 'physical AI,' with experts predicting sustained hardware demand. Nvidia's dominance in AI training remains strong despite rising competition. Additionally, increased orders from Chinese tech firms for Nvidia's H200 chips are straining supply chains. As of Friday, Nvidia shares rose 1.88% to $190.00.

benzinga_article·
US
NVDA
+1.09%
US
NVDL
+2.10%
HK
07788
+1.46%
benzinga_article·
US
NVDA
+1.09%
US
NVDL
+2.10%
HK
07788
+1.46%

Is Broadcom Stock a Buy for 2026? Analysts Predict over 30% Upside

Broadcom (AVGO) stock is projected to rise over 30% in 2026, following a 50% surge in 2025. Analysts highlight strong demand for AI and networking chips, alongside a profitable software business. J.P. Morgan and Cantor Fitzgerald have set price targets of $475 and $525, respectively, indicating significant upside potential. Wall Street maintains a Strong Buy consensus with 27 Buys and two Holds, forecasting an average price target of $462.30, suggesting a 32% increase from current levels.

Tip Ranks·
US
AVGO
+0.08%
Tip Ranks·
US
AVGO
+0.08%
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