First Trust Innovation Leaders ETF

Eli Lilly Initiates Phase III Clinical Trial for Eloralintide

State Street Global Advisors Discloses Ownership in Qualcomm

BMO Discloses Securities Trades Related to Qualcomm and Alphawave IP

Geode Capital Management LLC Discloses Holdings in Qualcomm

Shorepoint Capital Partners LLC Increased Holdings in Oracle Corporation in Q3

Shorepoint Capital Partners LLC Acquires Qualcomm Shares

Citic Securities Raises Oracle's Rating to Hold, With a Price Target of $200

Bank of America survey shows fund managers are increasing tech allocation but see 'Magnificent Seven' as a crowded trade

BMO Raises Google's Target Price to $343

BMO Raises Amazon's Target Price to $304

Rowlandmiller & PARTNERS.ADV reduced holdings in Eli Lilly in Q3

Merrill Lynch Discloses Qualcomm Securities Holding

MASTERINVEST Invests $57 Million in Nvidia

Insilico Medicine passes Hong Kong Stock Exchange hearing, has an AI-driven drug development collaboration with Eli Lilly

Eli Lilly announces price reduction for its weight-loss drug Zepbound in response to competition

Amazon and Mir Industrial Partner to Convert Food Waste into Chicken Feed

Slope partners with Amazon to provide credit lines for sellers

Wellington Management Discloses Qualcomm Holdings

Dell'Oro Group: Ethernet Data Center Switch Market Sets Records in Q3 2025

Amazon and Microsoft are helping India realize its $52 billion AI vision.

AMC Robotics

Radiopharm Theranostics

Artiva Biotherapeutics

Netclass Tech

3 E Network Tech

Quipt Home Medical

Kaixin

Ascent Solar Tech

Click Holdings/BVI

Climb Bio

GOOGL

MSFT

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Two influential Wall Street analysts predict that Alphabet and Microsoft could reach $5 trillion market valuations by 2026 due to accelerating AI adoption. Morgan Stanley's Brian Nowak targets $415 per share for Alphabet, driven by AI in search, YouTube, and cloud growth. Wells Fargo's Michael Turrin targets $700 per share for Microsoft, citing AI in Azure and Microsoft 365. However, these are bull-case scenarios with execution risks and high capex spending. Investors should monitor ROI and competitive pressures.

- Wall Street analysts predict that Alphabet and Microsoft could each reach a $5 trillion market valuation by 2026, driven by rapid AI adoption.  
- Alphabet's growth potential is supported by plans to enhance advertising through generative AI and increased demand for Google Cloud, while Microsoft aims for growth through its AI-driven tools and cloud services.  
- Despite the bullish projections, investors should consider execution risks and the high trading multiples of both companies as they invest in this competitive landscape.

Invezz

Alphabet

Microsoft

Alphabet - C

GraniteShares 2x Long MSFT Daily ETF

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T-Rex 2X Long Microsoft Daily Target ETF

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These 2 AI stocks could skyrocket to $5 trillion in 2026: analysts tell investors to buy now

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Nvidia stock has been hit by worries over an artificial-intelligence bubble but UBS analysts think the concerns are overblown.

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

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Direxion Semicon Bull 3X

Nvidia stock walks the fine line of AI bubble fears

QCOM

State Street Global Advisors disclosed its interests in Qualcomm Incorporated's securities, representing over 5% ownership. The disclosure includes details of purchases and sales of common stock, cash-settled derivatives, and stock-settled derivatives. No indemnity or option arrangements were reported. The disclosure was made under Rule 8.3 of the Takeover Code, with the latest position held on December 15, 2025.

- State Street Global Advisors disclosed an opening position in Qualcomm Incorporated, holding 53,958,025 relevant securities, representing 5.07641%.  
- The disclosure indicates multiple transactions leading to net changes in the holdings, with recent purchases and sales executed at prices around USD 179.26.  
- Additionally, statements reveal that the discloser is also making disclosures related to Alphawave IP Group plc as part of the ongoing offer.

London Stock Exchange

Qualcomm

REG - State Street Global Alphawave IP Group Qualcomm Inc - Form 8.3 - Qualcomm Incorporated

Bank of Montreal's subsidiary, BMO InvestorLine Inc, disclosed public dealings related to a takeover offer involving Qualcomm Inc and Alphawave IP Group PLC. The disclosure includes interests and short positions in relevant securities, purchase and sale transactions, and other financial arrangements. No additional agreements or understandings were reported. The disclosure was made on December 16, 2025, following dealings on December 15, 2025.

- The disclosure by BMO InvestorLine Inc, a subsidiary of Bank of Montreal, relates to their interests in securities regarding Aqua Acquisition Sub LLC.  
- On 15 December 2025, they reported ownership of 225,048 common shares, representing 0.022% of the total.  
- No other parties were specified for disclosure, and the report was made on 16 December 2025.

Bank of Montreal

REG - Bank of Montreal Qualcomm Inc Alphawave IP Group - Form 8 (DD) - Qualcomm Inc

Geode Capital Management LLC has disclosed its public opening position and dealings in Qualcomm Incorporated's securities, representing 2.41% of relevant securities. The disclosure includes purchases and sales of Qualcomm's common stock and states no agreements or arrangements related to options or derivatives. The disclosure is made under Rule 8.3 of the Takeover Code.

- Geode Capital Management LLC disclosed its interests in relevant securities of Qualcomm Incorporated, revealing ownership of 25,784,920 common shares, representing 2.41%.  
- On December 15, 2025, the firm made purchases and sales, including acquiring 14,926 shares at $179.26 each and selling 1,811 shares at the same price.  
- Additionally, the disclosure notes that Geode is also making disclosures regarding Alphawave IP Group plc.

REG - Geode Capital Mgmnt Alphawave IP Group Qualcomm Inc - Form 8.3 - Qualcomm Incorporated

LRCX

Bank of America has identified Nvidia, Broadcom, and Lam Research as top semiconductor stocks for 2026, citing the ongoing boom in AI spending. Analysts believe 2026 marks the midpoint of an 8-10 year period of upgrading IT infrastructure for AI workloads.

- Bank of America lists Nvidia, Broadcom, and Lam Research as leading semiconductor stocks for 2026.  
- The analysts believe that the growth in artificial intelligence spending has significant potential for the next several years.  
- They project 2026 to be the midpoint of an 8-10 year transition towards enhanced IT infrastructure to support accelerated and AI workloads.

Lam Research

Broadcom

Nvidia, Broadcom among BofA's top chip stocks for 2026

Needham analyst Quinn Bolton raised Micron's price target to $300 from $200, citing tight memory chip supplies and elevated AI demand. He expects constrained supply throughout 2026 due to limited clean room space. Bolton increased Micron's sales and earnings estimates for the next two fiscal years, though they remain below consensus. Wall Street analysts have significantly raised their price targets for Micron ahead of its Q1 fiscal 2026 earnings.

- Needham analyst Quinn Bolton raised his price target on Micron to $300 from $200 ahead of its Q1 fiscal 2026 results.  
- He highlighted a constrained supply of dynamic random access memory chips among key players like Micron, Samsung, and SK Hynix, driven by limited clean room space and increasing AI demand.  
- Bolton also increased his sales estimates for Micron for the next two fiscal years while noting that the average price target for Micron has risen significantly in recent months.

Sherwoodnews

Micron Tech

Needham hikes price target on Micron by 50% to $300 ahead of earnings on tight memory chip supplies

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The construction of AI data centers has triggered a competition for semiconductor capacity, leading to a tight supply of smartphone DRAM, increasing production costs, and suppressing shipment growth. Counterpoint predicts that global smartphone shipments will decline by 2.1% in 2026, with an average selling price rising by 6.9%. Before the second quarter of 2026, memory chip prices may rise by another 40%, resulting in an additional increase of over 8% to 15% in the bill of materials cost for smartphones on top of the current high levels

- As semiconductor manufacturers prioritize production for AI data centers, the resulting shortage of key storage chips is driving up production costs, hindering smartphone shipment growth.  
- According to Counterpoint Research, global smartphone shipments are expected to decline by 2.1% in 2026, a reversal from the previously estimated growth.  
- This surge in component costs, led by a significant increase in DRAM prices, may force manufacturers to raise retail prices, particularly affecting mid to low-end smartphones more severely.

Wallstreetcn

Direxion Semicon Bear 3X

Samsung Electronics 

Semiconductor

iShares Semiconductor ETF

AI frenzy squeezes the supply chain, and smartphones may face a situation of declining volume and rising prices in 2026

Goldman Sachs' research results indicate that the demand for AI servers is expected to continue strong growth in 2026, the demand for optical network equipment is also extremely strong, and the supply growth in the DRAM market remains moderate, with demand continuing to significantly exceed supply. In contrast, traditional terminal markets such as PCs and smartphones are experiencing weak growth, with some sub-sectors even facing downward pressure

- Goldman Sachs conducted a survey of 24 key technology supply chain companies in Asia and found strong demand for AI servers, expected to persist until 2026, contrasting sharply with the declining traditional terminal markets.  
- The survey highlighted a potential doubling of AI server shipments, with robust increases in GPU and ASIC chip supplies, while traditional markets like PCs and smartphones exhibit weak growth or decline.  
- Additionally, demand for optical networking equipment is surging, driven by significant upgrades and price increases, alongside a tightening supply-demand situation in the DRAM and NAND flash markets.

Goldman Sachs Asia Research: The Real Temperature Difference in Supply Chains Amidst the AI Frenzy

ORCL

Top investor James Foord views Oracle's recent stock dip as a buying opportunity, despite concerns over its negative cash flow and high capex. He believes the company's large contract backlog (RPO) is crucial to its future success, viewing current investments as strategic for AI capacity expansion. Foord rates Oracle a Buy, aligning with Wall Street's Moderate Buy consensus and a 12-month price target suggesting over 60% upside.

Tip Ranks

Oracle

'Reasonable and Logical,' Says Top Investor About Oracle Stock

Shorepoint Capital Partners LLC acquired 4,300 shares of Oracle Corporation, valued at $1,209,000, in Q3. Other investors also adjusted their Oracle holdings. Analysts have mixed ratings on Oracle, with a consensus of "Moderate Buy" and a price target of $302.92. Oracle's stock opened at $184.79, with a market cap of $526.80 billion. The company reported strong quarterly earnings, beating estimates, and announced a $0.50 dividend payable on January 23rd.

Market Beat

Shorepoint Capital Partners LLC Buys New Position in Oracle Corporation $ORCL

Shorepoint Capital Partners LLC acquired 40,236 shares of QUALCOMM, valued at $6,694,000, making it 1.3% of their portfolio. QUALCOMM's stock opened at $179.26, with a market cap of $191.99 billion. Recent earnings exceeded expectations, with a quarterly dividend announced. Insider sales and analyst price targets were noted, with UBS and Wells Fargo adjusting their ratings.

- Shorepoint Capital Partners LLC acquired 40,236 shares of QUALCOMM, valued at approximately $6,694,000, representing 1.3% of its portfolio.  
- QUALCOMM reported earnings of $3.00 per share for the last quarter, exceeding expectations, and declared a quarterly dividend of $0.89, yielding 2.0%.  
- Analysts maintain a "Moderate Buy" rating on QUALCOMM, with target prices ranging from $165.00 to $200.00.

Shorepoint Capital Partners LLC Acquires Shares of 40,236 QUALCOMM Incorporated $QCOM

OpenAI

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Jim Chanos, a prominent short-seller, is doubling down on his bet against data centers, arguing that the value lies in what chips produce, not where they reside. He criticizes the low-margin, capital-intensive nature of data centers, especially those hosting GPUs for AI. Chanos advises investing in AI titans like OpenAI instead. He warns of potential obsolescence of GPUs and highlights the financial challenges for companies like Oracle and Amazon in monetizing AI investments.

- Jim Chanos warns that AI investments, particularly in GPU-hosting data centers, may be overvalued, likening the situation to a potential second dot-com bust.  
- He argues that the profitability in AI will derive from chip production rather than the facilities hosting them, which he describes as low-margin and heavily capital-intensive.  
- Chanos believes major tech firms might struggle to monetize their AI investments and predicts a consolidation in the data-center market, echoing events from the early 2000s.

Dow Jones

Amazon

This famed short-seller explains why he's doubling down on his bet against data centers