StandardAero, Inc. (NYSE:SARO) is one of the best aerospace and defense stocks to buy according to Wall Street analysts. On December 10, StandardAero, Inc. (NYSE:SARO)’s board of directors approved a $450 million stock repurchase program. The company is to conduct the program subject to market conditions and other factors. StandardAero, Inc. (SARO) Approves $450M Buyback Program as Bernstein SocGen Affirms Outperform Stance The repurchase program underscores the company’s commitment to shareholder value ...

Redwire Corporation (NYSE:RDW) is one of the best aerospace and defense stocks to buy according to Wall Street analysts. On December 9, Canaccord Genuity analyst Austin Moeller reiterated a Buy rating, impressed by Redwire Corporation (NYSE:RDW)’s strategic positioning and growth potential. Redwire Corporation (RDW) Poised for Growth on Defense Business Model Transition: Cannaccord Genuity According to the analyst, the company is positioned for long-term growth as it transitions from a commercial space c ...

核心观点 - 尽管近期出现回调，但多家顶级投行分析师认为人工智能（AI）和半导体行业在进入2026年时仍是投资重点，芯片股是参与AI热潮的最佳途径之一 [1][2][8] - 分析师认为，今年的一些最大受益者明年仍将是赢家，主要驱动力来自云计算巨头持续购买硬件以建设数据中心 [1][2][8] 行业趋势与市场表现 - AI股票近期表现疲软，科技板块更广泛的回调对许多股票造成冲击，但该领域今年迄今已取得显著涨幅，远超标普500指数 [1][2] - 对AI泡沫的担忧在最近几周拖累了科技板块，不过部分股票表现优于其他股票 [2] - 数据中心支出预计将继续使半导体股票受益 [8] 重点公司分析：英伟达 (NVIDIA) - 作为AI芯片领导者，其股价从10月高点已下滑超过12%，但截至周五收盘，今年仍上涨超过30% [3] - 对其最先进芯片的需求推动销售额创下新纪录 [3] - 美国银行分析师预计其迅猛增长将在明年持续，并指出其拥有强大的新产品管线 [4] - 美国银行将其列为2026年首选大盘股之一 [4] - 杰富瑞集团表示，鉴于其技术护城河和估值，并未放弃该股票，但认为博通可能具有更大的上涨空间 [6] 重点公司分析：博通 (Broadcom) - 被美国银行列为2026年首选大盘股之一 [4] - 被杰富瑞集团列为顶级AI选择，并在今年早些时候取代英伟达成为其首选 [6] - 杰富瑞集团认为，基于其定制芯片业务的预期增长，博通可能有更大的上涨空间 [6] - 长期客户谷歌最近决定向Meta和Anthropic等第三方出售其定制芯片，这可能为博通带来一个“绿地机会”，其不断增长的定制芯片客户可能还包括苹果 [7] - 截至周五收盘，博通股价在2025年已增加近一半的价值，略高于340美元，杰富瑞给出的华尔街最高目标价600美元意味着超过75%的上涨空间 [7] 其他被看好的半导体公司 - **美国银行2026年首选大盘股**：除英伟达和博通外，还包括Lam Research、KLA、Analog Devices和Cadence Design Systems [4] - **杰富瑞集团近期强调的公司**：除英伟达、博通、Lam Research和KLA外，还包括半导体制造设备公司应用材料和检测设备提供商Camtek [5]

2025 was a solid year, and valuations aren't cheap, yet there is still significant upside left in these three AI leaders.2025 is nearly over, and despite the strong year, many investors are biting their fingernails over the prospects for 2026. Will the artificial intelligence (AI) boom continue despite talks of a bubble and debt investors recently balking at funding large-scale data centers? Whom will President Donald Trump pick as the new Federal Reserve chair, and will the new nominee be independent?Short ...

“I have no idea whether the technology makes sense, but it sure seems like the defense department is willing to spend money on it, which might be all that matters. Now, there’s one thing that’s been nagging at me with this one… It’s a simple fact that nLIGHT doesn’t have a great track record when it comes to, you know, making money. The company hasn’t been profitable for the last three… years. And perhaps worse, its sales peaked way back in 2021 before declining each of the past three years, falling from $2 ...

Bristol-Myers Squibb Company (NYSE:BMY) is one of the Best Stocks to Invest in for the Next 3 Years. On December 15, BofA upgraded the company’s stock to “Buy” from “Neutral” with a price objective of $61, an increase from $52, given the company’s R&D pipeline, as reported by The Fly. As per the firm, 4-6 programs are expected to deliver key de-risking catalysts over the near term. It believes that the current weakness is a buying opportunity as conservative trough EPS offers a floor for the share price. ...

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Best Stocks to Invest in for the Next 3 Years. On December 16, BofA analyst Vivek Arya reduced the price target on the company’s stock to $95 from $105, while keeping a “Neutral” rating on the company’s stock, as reported by The Fly. According to the analyst, the firm has been updating its price targets for U.S. semiconductor stocks under its coverage. BofA Reduces PT on Marvell Technology (MRVL) Stock The firm sees 2026 as the midpoint for the journey ...

Amazon.com, Inc. (NASDAQ:AMZN) is one of thetech and consumer sector stocks that Jim Cramer talked about. Cramer made a note of his appreciation of the company’s e-commerce business, as he commented: “Let’s not forget there’s a lot of consumer in tech. Amazon, for example, is more than Amazon Web Services, even though Wall Street only seems to talk about that. Remember, they still have this e-commerce website that you’re on every minute, and that’s a huge, giant tailwind in this backdrop.” christian-wi ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best Stocks to Invest in for the Next 3 Years. On December 9, BofA analyst Mariana Perez Mora kept a “Buy” rating on the company’s stock, and the firm sees growing strength in Palantir Technologies Inc. (NASDAQ:PLTR)’s defense business. As per the analyst, more defense programs have been moving towards AI and real-time data tools, supporting companies such as Palantir Technologies Inc. (NASDAQ:PLTR) capable of pulling together significant amounts of in ...

DoorDash, Inc. (NASDAQ:DASH) is one of the Best Stocks to Invest in for the Next 3 Years. On December 16, Bloomberg reported that the company is experimenting with a standalone AI-powered app for users to locate new restaurants. Therefore, this will expand its reach beyond the food-delivery service. The new app, Zesty, happens to be in public testing in San Francisco and New York. DoorDash (DASH) Experiments With Standalone AI-powered App for Users to Locate New Restaurants, Reports Bloomberg Bloomberg a ...