Asian Markets Slip as AI Spending Fears Shake Tech, Wall Street Futures Rebound 
Trump Lifts 25% Tariff on Indian Goods in Strategic U.S.–India Trade and Energy Deal 
U.S. Stock Futures Edge Higher as Tech Rout Deepens on AI Concerns and Earnings 
Singapore Budget 2026 Set for Fiscal Prudence as Growth Remains Resilient 
U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains 
Japanese Pharmaceutical Stocks Slide as TrumpRx.gov Launch Sparks Market Concerns 
Oil Prices Slip as U.S.–Iran Talks Ease Supply Disruption Fears 
RBI Holds Repo Rate at 5.25% as India’s Growth Outlook Strengthens After U.S. Trade Deal 
South Korea Assures U.S. on Trade Deal Commitments Amid Tariff Concerns 
Japan Economy Poised for Q4 2025 Growth as Investment and Consumption Hold Firm 
Thailand Inflation Remains Negative for 10th Straight Month in January 
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks 
Australia’s December Trade Surplus Expands but Falls Short of Expectations 
China Extends Gold Buying Streak as Reserves Surge Despite Volatile Prices 
Asian Stocks Slip as Tech Rout Deepens, Japan Steadies Ahead of Election 
Gold and Silver Prices Rebound After Volatile Week Triggered by Fed Nomination 
Bank of Japan Signals Readiness for Near-Term Rate Hike as Inflation Nears Target 
Top Wall Street analysts have boosted price targets and outlooks on major AI-related stocks this week, signaling growing confidence in the sector’s growth trajectory.
Wedbush’s Daniel Ives raised Microsoft’s (NASDAQ:MSFT) price target to $600, citing rapid enterprise AI adoption and strong momentum for Copilot and Azure. He predicts over 70% of Microsoft’s enterprise customers will adopt AI features by 2026, with Copilot alone generating up to $25 billion annually.
JPMorgan reaffirmed Amazon (NASDAQ:AMZN) as a “Best Idea,” highlighting its expanding Prime ecosystem, now delivering $1,430 in annual value per U.S. member. The bank sees room for a price hike by 2026 and predicts global Prime users will hit 350 million next year, with growth driven by logistics, Alexa, and Prime Video engagement.
Benchmark boosted Tesla’s (NASDAQ:TSLA) target to $475 following its robotaxi rollout in Austin. The analyst praised Tesla’s scalable, cost-effective camera-based autonomous driving approach and sees the company evolving into a high-tech robotics firm.
HSBC upgraded Broadcom (NASDAQ:AVGO) to Buy, setting a $400 target on rising demand for custom ASIC chips. Analysts expect ASIC revenues to exceed consensus by over 40% in 2026, with hyperscaler demand and ASP growth driving valuation.
Melius Research lifted AMD (NASDAQ:AMD) to Buy, hiking its target to $175. AMD’s growing traction in the AI GPU space, strong partnerships with Amazon, OpenAI, and Saudi Arabia’s HUMAIN, and new server chips like “Venice” and “Helios” are seen as long-term growth catalysts. EPS estimates were raised, with analysts predicting potential multi-billion-dollar gains from GPU sales if AMD reaches 5% share in the accelerator market.
These upgrades reflect intensifying competition and massive upside potential in AI-driven cloud, chip, and autonomous sectors.
