$Alphabet(GOOG)$ Over the past few months, market sentiment has clearly shifted more positive, with Jim Cramer highlighting the company’s enduring dominance in search and the long-term monetization power of YouTube. More importantly, Gemini AI has emerged as a credible growth catalyst, reinforced by its strategic partnership with Apple. This optimism is echoed by institutions, with RBC Capital and Bank of America reiterating Buy ratings and raising price targets to the $370–$375 range, underscoring attractive upside potential.
$Taiwan Semiconductor Manufacturing(TSM)$ Fiscal Q4 revenue rose 20.5% year-over-year, while net income and diluted EPS both rose 35.0%. In US dollars, fiscal Q4 revenue reached $33.73 billion, up 25.5% year-over-year and up 1.9% from the previous quarter. Wendell Huang, Senior VP and Chief Financial Officer of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), stated that the company’s strong fiscal Q4 results were supported by solid demand for its leading-edge process technologies, and management expects these trends to continue in fiscal Q1 2026.
$Tesla Motors(TSLA)$ Tesla, Inc. (NASDAQ:TSLA) could be a beneficiary of a new development in which Canada agreed to the removal of 100% tariffs on Chinese-made EVs, according to Reuters. On January 19, Reuters reported that Canada is lowering the EV-import tariff to 6.1% from 100% as part of trade deal normalization with China. As per the deal, Canada will allow the import of over 49,000 EVs annually from China, with the quota rising to 70,000 within five years. With Tesla’s strong presence in Canada, it could be a great deal for the EV maker. The company already has 39 stores across the country, and an existing logistics setup is a plus. Since Tesla’s largest factory is in Shanghai, it is planning to build a Canada-specific version of the M
$Oracle(ORCL)$ Guggenheim reiterated a $400 share price target and a Buy rating on the shares as it called the firm its “Best Idea” in the software industry. Along with providing AI infrastructure, Oracle Corporation (NYSE:ORCL) is also one of the largest enterprise resource planning (ERP) software providers in the world. The shares have struggled amidst concerns about the debt the firm is taking to build AI infrastructure. Guggenheim outlined that Oracle Corporation (NYSE:ORCL)’s long-term growth opportunities could make the spending worthwhile.
$NVIDIA(NVDA)$ Cramer has asserted that NVIDIA Corporation (NASDAQ:NVDA)’s valuation is low when compared to the firm’s intellectual property. Analysts have also continued to be optimistic about the company. RBC Capital and Wolfe Research have reiterated Outperform ratings on the stock. Some of the reasons the analysts have cited as driving their confidence include NVIDIA Corporation (NASDAQ:NVDA)’s strong ecosystem, AI demand, and order backlog. In his recent remarks about the firm, Cramer asserted that market watchers should have more faith in the firm’s CEO.
$Microsoft(MSFT)$ On January 15, Reuters reported that the company agreed with Indigo Carbon to purchase a record 2.85 million soil carbon credits linked to regenerative agriculture in the US, with Microsoft Corporation (NASDAQ:MSFT) aiming to become carbon negative by 2030. This is despite increased emissions associated with AI. Becoming carbon negative means the company aims to make sure that it facilitates more removals of carbon than the amount its operations emit globally.
$Alphabet(GOOG)$ Over the past couple of months, Jim Cramer has turned increasingly optimistic on Alphabet Inc. (NASDAQ:GOOGL). Several factors have driven his optimism. Early on, these included enthusiasm for YouTube and the firm’s dominance in the search engine market. More recently, Alphabet Inc. (NASDAQ:GOOGL)’s Gemini AI platform has landed on the CNBC TV host’s radar. He correctly predicted that Gemini would land a deal with Apple. In mid-January, RBC Capital raised the price target to $375 and kept a Buy rating for Alphabet Inc. (NASDAQ:GOOGL)’s shares. Along with RBC, Bank of America upgraded the price target to $370 from $335 and kept a Buy rating.