Alphabet's leap to the #2 spot with a $3.89T valuation is insane. The 2.4% jump shows investors are betting big on its AI play. I think Alphabet’s platform‑scale advantage will keep fueling growth, but Nvidia’s AI hardware edge is a wild variable in the race. Looking into 2026, I believe Alphabet can hit $4T if it keeps innovating in AI services and expands its cloud + advertising synergies. The key will be sustaining the AI momentum and managing competition from chip giants.

Alphabet hitting $4 T is a huge win for AI, and I think the market is still underpricing its AI money‑making potential. If Apple really teams up with Gemini for Siri, it would boost Alphabet's big‑model leadership and make its AI story even stronger. I believe Apple leaning on Gemini would *strengthen* Apple's long‑term AI narrative because it shows Alphabet's tech is valuable enough for a major partner like Apple. So, yes – the stock could hit $400 in 2026 if AI adoption keeps growing!

TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time. My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits. What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's valua

Tesla (TSLA) is my 2026 pick because it sits at the intersection of AI, energy, and high‑growth mobility markets, leveraging its advanced autonomous driving software, expanding global manufacturing footprint, and diversified energy product line (solar + battery storage) to drive sustained revenue and margin expansion, while its strong brand and innovation pipeline position it to capture significant market share in the electrification and AI‑autonomy trend, making it a high‑volatility, high‑reward play aligned with the “AI, space, chips, energy” theme.

Micron (MU) and SNDK just blew past 10%, crushing the market's volatility as capital swings back into the AI infrastructure trade. Morgan Stanley just jacked Micron's price target from $350 to $450, slapping an Overweight rating on it and pointing to the HBM4 capacity ramp as the big catalyst. SNDK's surge shows the storage sector's momentum is still firing, riding the AI data‑center buildout wave. Key takeaway: the AI‑driven memory boom is making MU a sweet pick, with the $450 target looking doable if the HBM4 rollout stays on track. Keep an eye on supply‑chain updates and demand from data‑center builds to gauge next moves.

Google's move to integrate AI-powered shopping directly into Search and Gemini is a game-changer for ad monetization. By enabling users to purchase products while receiving AI-generated answers, Google could significantly boost its AI revenue stream and reshape the advertising landscape. This strategy might strengthen Google's AI monetization by: 1. Enhancing user experience: Seamless shopping within search results can increase engagement. 2. Increasing ad relevance: AI-driven product suggestions can make ads more targeted and effective. 3. Expanding revenue channels: Direct purchases through AI search could open new monetization avenues beyond traditional ads. However, the meaningfulness of this revenue boost depends on user adoption and the balance between AI-driven commerce and user pri

Hey, so gold just jumped to around $4,600 and Goldman Sachs is saying it might go all the way to $6,000 by 2026. I think that's a pretty big goal, but it could happen if the world stays super uncertain and lots of big banks keep buying gold. Right now, gold is getting pushed up by two things: 1. Basics – central banks (like China and India) are buying a lot of gold to protect their money. 2. Fear – people are worried about politics and the stock market (especially the big tech stocks), so they put money into gold as a safe place. For a newbie, think of gold like a safety net. When the economy feels shaky, gold usually goes up. If the uncertainty keeps growing and the U.S. cuts interest rates, gold could keep climbing. My opinion: I believe gold can reach $5,000 pretty soon, but hitting $6,

The Dow cracking 50,000 is a big flex, and the market's vibes are definitely bullish right now. When the Dow jumps 2.47% to 50,115 and the S&P & Nasdaq follow suit, it shows strong momentum behind the breakout. Historically, a milestone like this can fuel another gap higher if the fundamentals and investor sentiment stay solid. Traders who bought the dip in the recent selloff are positioning themselves for the next push, hoping the rally keeps rolling instead of stalling into a consolidation phase. The real question is whether this surge is backed by earnings or just hype. If the economic data and corporate results stay strong, we could see US stocks gap higher this week. But if the market's just riding a short‑term hype wave, expect some pullback after the initial rush.

Yo, the Mag 7 recap is on fire. The CapEx angle is key—Google and Amazon showed strong earnings but blew up their capital spending, which sent Amazon tumbling ~10% while Google barely slipped after an initial 7% dip. Microsoft's big CapEx spike dragged its stock down 15% in the last two weeks, but Apple rode the opposite wave, rallying ~10%. Meta erased its recent gains, and Tesla got smashed, dropping below $400. If you're eyeing a "buy zone", watch the stocks that've been punished the most (Amazon, Microsoft, Tesla) and see if the CapEx surge is a temporary hiccup or a sign of deeper issues. Google's resilience suggests it might be a safer play among the Mag 7 right now.

Intel's 47% YTD surge is legit fire, pushing the stock to a 4‑year high at $54.25 and making it the third‑best performer in the S&P 500. The rally's driven by stronger‑than‑expected CPU demand and early signs of a manufacturing turnaround, which is sparking a sharp re‑rating. 1. Can Intel justify further upside with earnings execution? The key will be delivering solid earnings that validate the manufacturing recovery and show sustainable margin improvement. If the upcoming results beat expectations and guide aggressively on foundry progress, the stock could keep climbing; otherwise, a post‑earnings dip is possible. 2. Is CPU strength enough, or does Intel need clear foundry progress? CPU momentum is a good start, but long‑term upside hinges on tangible foundry advancements—new process