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SoftBank Stock Gets “Buy” Rating on Big Bets in AI and Robotics

Key Points Investment firm BTIG initiated coverage of SoftBank with a "Buy" rating. The firm highlighted SoftBank's large stakes in Arm and OpenAI. BTIG is particularly optimistic about SoftBank's focus on "Physical AI" (robotics). The report acknowledges risks, including the risk of OpenAI going bankrupt. The investment firm BTIG is bullish on SoftBank. On Monday, the brokerage initiated coverage of...

Memory Chip Stocks Surge as “Unprecedented” AI Demand Causes Global Shortage

Key Points A global shortage of memory chips, driven by AI demand, is pushing prices and stock values higher. Samsung's co-CEO called the current shortage "unprecedented." Chipmakers are shifting production to high-bandwidth memory (HBM) for AI, squeezing the supply of other chips. Prices for some memory chips have more than doubled since last year. Analysts are calling this a "supercycle"...

Bank of America’s Top 10 Stock Picks for Early 2026

Key Points Bank of America released its top 10 stock picks for the first quarter of 2026. The list includes nine "Buy" recommendations and one "Underperform" (Lennar). Top picks include Amazon, Boeing, Cigna, Dollar General, and Merck. The bank believes these companies have significant business catalysts on the horizon. Bank of America just released its new list of top stock...