Southern Copper Soars 97%, UNH Dips on Policy 01/19/26
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Southern Copper Soars 97%, UNH Dips on Policy 01/19/26
Key Stories:
- Alphabet, the Google parent company, is currently a strong buy according to hedge funds, a sentiment echoed by recent analyst actions. RBC Capital recently reiterated a Buy rating on Alphabet, setting an ambitious price target of $375. Adding to the positive outlook, BofA also lifted its price target for Alphabet, moving it to $370 from a previous $335. These upward revisions and strong analyst backing suggest continued confidence in the tech giant’s growth prospects, making GOOGL a stock investors will want to keep on their radar. Read more
- Shifting gears to individual investor activity, billionaire Peter Thiel, known for co-founding Palantir, has been making significant portfolio adjustments. Reports indicate Thiel has sold shares in tech giants Nvidia, the leading graphics chipmaker, and Tesla, Elon Musk’s electric vehicle company. This move comes as he reportedly reinvests in a lesser-known artificial intelligence stock that has seen astronomical growth, skyrocketing nearly 460,000% since its IPO. This strategic pivot by a prominent tech investor could signal a re-evaluation of established tech stalwarts versus emerging AI plays. Read more
- Moving to the semiconductor space, Broadcom, the infrastructure software and chip giant, is also garnering strong analyst support. Like Alphabet, hedge funds are identifying Broadcom as a strong buy growth stock. Jefferies recently reiterated its Buy rating on Broadcom, setting a price target of $200. On the same day, Wells Fargo upgraded its rating on the stock, further reinforcing positive sentiment. These endorsements highlight the robust demand in the semiconductor sector and suggest potential upside for Broadcom’s share price. Read more
- In the healthcare sector, UnitedHealth Group, the diversified health and well-being company, is facing a period of increased scrutiny and policy uncertainty. The company, trading at around $331.02, has seen its share price decline recently, with a 90-day drop of 9.18% and a more significant 1-year total shareholder return decline of 33.46%. This downward pressure stems from fresh U.S. healthcare reform proposals targeting insurance brokers, new regulatory oversight over Medicare billing, and wide-ranging repricing across its health plans. These factors are reshaping investor expectations and present ongoing risks for the healthcare behemoth. Read more
- Lastly, in the commodities market, Southern Copper, one of the world’s largest integrated copper producers, is experiencing a strong run. Its share price, currently at $180.95, has jumped 25.66% over the last 30 days and an impressive 42.21% in the past 90 days, leading to a remarkable 1-year total shareholder return of 96.89%. This surge comes after Jim Cramer disclosed a new position in the stock, albeit with a cautionary note on rich copper pricing. Wells Fargo, however, offers a more optimistic outlook, linking future growth to 2026 supply and tariff trends, suggesting continued momentum for the metal producer. Read more
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