Barclays, CNBC Commentator Tout BABA, Taiwan Semi (TSM), Respectively

From Yahoo Finance: 2025-04-14 14:16:00

Barclays remains bullish on Alibaba (BABA) due to the accelerated growth of its cloud business and potential margin expansion from AI-related services. The bank believes the value of BABA’s cloud unit is not reflected in its shares, maintaining a $180 price target and Outperform rating on the stock.

Professional investor Steve Weiss bought more Taiwan Semi (TSM) stock, citing its attractive valuation with a 14 times price-earnings ratio. He also believes the U.S. cannot prevent computer chips from entering the country. Despite TSM’s potential, Weiss sees greater promise in AI stocks for delivering higher returns in a shorter timeframe.



Read more at Yahoo Finance: Barclays, CNBC Commentator Tout BABA, Taiwan Semi (TSM), Respectively