MCP Securities Analysis

[ { "id": "339b7918-b7ec-35fc-be2e-4280bb50eba5", "content": { "id": "339b7918-b7ec-35fc-be2e-4280bb50eba5", "contentType": "VIDEO", "title": "The value that neocloud companies offer to major AI players", "description": "<p>Micron Technology (<a data-i13n=\"cpos:1;pos:1\" href=\"https://finance.yahoo.com/quote/MU\">MU</a>) stock continues to pop after <a data-i13n=\"cpos:2;pos:1\" href=\"https://finance.yahoo.com/video/micron-stock-pops-blowing-past-211508178.html\">boasting strong fiscal first quarter earnings results </a>driven by demand around <a data-i13n=\"cpos:3;pos:1\" href=\"https://finance.yahoo.com/news/ai-data-centers-are-eating-the-memory-industry-and-it-could-hurt-your-wallet-130814928.html\">high-bandwidth memory chips </a>for AI data centers. As more companies invest into large-scale AI infrastructure buildouts, what does this all mean for the broadening AI trade and even neocloud operators?</p>\n<p>Freedom Capital Markets Managing Director Paul Meeks talks about the three chip companies he still has at the top of his list and the upside that neocloud companies like CoreWeave (<a data-i13n=\"cpos:4;pos:1\" href=\"https://finance.yahoo.com/quote/CRWV\">CRWV</a>) could offer some of the bigger players, such as Nvidia (<a data-i13n=\"cpos:5;pos:1\" href=\"https://finance.yahoo.com/quote/NVDA\">NVDA</a>).</p>\n<p>Also catch Paul Meeks explain how much higher <a data-i13n=\"cpos:6;pos:1\" href=\"https://finance.yahoo.com/video/ai-buildouts-could-push-micron-164304450.html\">he sees Micron's stock going.</a></p>\n<p>To watch more expert insights and analysis on the latest market action, check out more\u00a0<a data-i13n=\"cpos:7;pos:1\" href=\"https://finance.yahoo.com/videos/series/market-catalysts/\">Market Catalysts</a>.</p>", "summary": "Micron Technology (MU) stock continues to pop after boasting strong fiscal first quarter earnings results driven by demand around high-bandwidth memory chips for AI data centers. As more companies invest into large-scale AI infrastructure buildouts, what does this all mean for the broadening AI trade and even neocloud operators? Freedom Capital Markets Managing Director Paul Meeks talks about the three chip companies he still has at the top of his list and the upside that neocloud companies like CoreWeave (CRWV) could offer some of the bigger players, such as Nvidia (NVDA). Also catch Paul Meeks explain how much higher he sees Micron's stock going. To watch more expert insights and analysis on the latest market action, check out more&nbsp;Market Catalysts.", "pubDate": "2025-12-22T11:00:15Z", "displayTime": "", "isHosted": true, "bypassModal": false, "previewUrl": null, "thumbnail": { "originalUrl": "https://s.yimg.com/os/creatr-uploaded-images/2025-12/d94599c0-dc35-11f0-9ef7-171bf4030b28", "originalWidth": 6052, "originalHeight": 3408, "caption": "", "resolutions": [ { "url": "https://s.yimg.com/uu/api/res/1.2/saOJlnbT8ipHp3Yx1LWS0Q--~B/aD0zNDA4O3c9NjA1MjthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-uploaded-images/2025-12/d94599c0-dc35-11f0-9ef7-171bf4030b28", "width": 6052, "height": 3408, "tag": "original" }, { "url": "https://s.yimg.com/uu/api/res/1.2/ztOBi6hHMM8XBJEUj7JBYQ--~B/Zmk9c3RyaW07aD0xMjg7dz0xNzA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/os/creatr-uploaded-images/2025-12/d94599c0-dc35-11f0-9ef7-171bf4030b28", "width": 170, "height": 128, "tag": "170x128" } ] }, "provider": { "displayName": "Yahoo Finance Video", "url": "https://finance.yahoo.com/" }, "canonicalUrl": { "url": "https://finance.yahoo.com/video/value-neocloud-companies-offer-major-110015938.html", "site": "finance", "region": "US", "lang": "en-US" }, "clickThroughUrl": { "url": "https://finance.yahoo.com/video/value-neocloud-companies-offer-major-110015938.html", "site": "finance", "region": "US", "lang": "en-US" }, "metadata": { "editorsPick": true }, "finance": { "premiumFinance": { "isPremiumNews": false, "isPremiumFreeNews": false } }, "storyline": { "storylineItems": [ { "content": { "id": "2274ecd2-d00c-49a0-9273-c134cb14b3eb", "contentType": "STORY", "isHosted": true, "title": "How Oracle became a \u2018poster child\u2019 for AI bubble fears", "thumbnail": { "originalUrl": "https://s.yimg.com/os/creatr-uploaded-images/2025-12/234bd480-dc72-11f0-bb76-4afba1d1dbe0", "originalWidth": 3000, "originalHeight": 2000, "caption": "", "resolutions": null }, "provider": { "displayName": "Yahoo Finance", "sourceId": "yahoofinance.com" }, "previewUrl": null, "providerContentUrl": "", "canonicalUrl": { "url": "https://finance.yahoo.com/news/how-oracle-became-a-poster-child-for-ai-bubble-fears-150039511.html" }, "clickThroughUrl": { "url": "https://finance.yahoo.com/news/how-oracle-became-a-poster-child-for-ai-bubble-fears-150039511.html" } } }, { "content": { "id": "0253397a-3604-40ea-8f2b-1534d07f733c", "contentType": "STORY", "isHosted": true, "title": "Breaking out the 'selective scalpel': Wall Street sees AI stock trade as intact", "thumbnail": { "originalUrl": "https://s.yimg.com/os/creatr-uploaded-images/2025-10/545f1f70-9fc1-11f0-aed7-439f790388bf", "originalWidth": 5831, "originalHeight": 3887, "caption": "", "resolutions": null }, "provider": { "displayName": "Yahoo Finance", "sourceId": "yahoofinance.com" }, "previewUrl": null, "providerContentUrl": "", "canonicalUrl": { "url": "https://finance.yahoo.com/news/breaking-out-the-selective-scalpel-wall-street-sees-ai-stock-trade-as-intact-160048510.html" }, "clickThroughUrl": { "url": "https://finance.yahoo.com/news/breaking-out-the-selective-scalpel-wall-street-sees-ai-stock-trade-as-intact-160048510.html" } } } ] } } }, { "id": "690e6da6-9d98-3549-9fc1-298cfd6447f3", "content": { "id": "690e6da6-9d98-3549-9fc1-298cfd6447f3", "contentType": "STORY", "title": "Jim Cramer Says Eli Lilly\u2019s GLP-1 Pill Is \u201cGoing to Revolutionize Everything\u201d", "description": "", "summary": "Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer answered questions about. Inquiring if their portfolio is diversified, a caller highlighted that their top five holdings are LLY, SLG, MSFT, CVX, and TSM. Cramer said: \u201cReally interesting setup here. Okay, so, Taiwan Semi is the actual fab that makes the chips for [\u2026]", "pubDate": "2025-12-23T05:16:14Z", "displayTime": "2025-12-23T05:16:14Z", "isHosted": true, "bypassModal": false, "previewUrl": null, "thumbnail": { "originalUrl": "https://media.zenfs.com/en/insidermonkey.com/4297bceadd7b3662bc208031885247f5", "originalWidth": 700, "originalHeight": 500, "caption": "", "resolutions": [ { "url": "https://s.yimg.com/uu/api/res/1.2/_kt7tjrsEDDRaywBtrGdxg--~B/aD01MDA7dz03MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/4297bceadd7b3662bc208031885247f5", "width": 700, "height": 500, "tag": "original" }, { "url": "https://s.yimg.com/uu/api/res/1.2/Wrg4PPx97FUGZyvgoVrRnw--~B/Zmk9c3RyaW07aD0xMjg7dz0xNzA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/4297bceadd7b3662bc208031885247f5", "width": 170, "height": 128, "tag": "170x128" } ] }, "provider": { "displayName": "Insider Monkey", "url": "http://www.insidermonkey.com" }, "canonicalUrl": { "url": "https://finance.yahoo.com/news/jim-cramer-says-eli-lilly-051614791.html", "site": "finance", "region": "US", "lang": "en-US" }, "clickThroughUrl": { "url": "https://finance.yahoo.com/news/jim-cramer-says-eli-lilly-051614791.html", "site": "finance", "region": "US", "lang": "en-US" }, "metadata": { "editorsPick": false }, "finance": { "premiumFinance": { "isPremiumNews": false, "isPremiumFreeNews": false } }, "storyline": null } }, { "id": "ac731bad-0fd2-32bf-b761-c63d9463482d", "content": { "id": "ac731bad-0fd2-32bf-b761-c63d9463482d", "contentType": "STORY", "title": "Jim Cramer Highlights Alphabet\u2019s Diverse Portfolio", "description": "", "summary": "Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer answered questions about. Starting the round of \u201cAm I Diversified?\u201d, a caller mentioned that their top five portfolio holdings are JPM, GOOGL, BA, PG, and AVGO. Cramer commented: \u201cLet\u2019s go to work in a year of practical investing, it\u2019s upcoming\u2026. Okay, so Broadcom, we know [\u2026]", "pubDate": "2025-12-23T05:16:10Z", "displayTime": "2025-12-23T05:16:10Z", "isHosted": true, "bypassModal": false, "previewUrl": null, "thumbnail": { "originalUrl": "https://media.zenfs.com/en/insidermonkey.com/af2bb6bdbc4f56cfaf197a2118a94cf1", "originalWidth": 1920, "originalHeight": 1440, "caption": "", "resolutions": [ { "url": "https://s.yimg.com/uu/api/res/1.2/5i30it7RT8AZBHZBJSSzig--~B/aD0xNDQwO3c9MTkyMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/insidermonkey.com/af2bb6bdbc4f56cfaf197a2118a94cf1", "width": 1920, "height": 1440, "tag": "original" }, { "url": "https://s.yimg.com/uu/api/res/1.2/yqglgDyk7EEaoAgem2eUNQ--~B/Zmk9c3RyaW07aD0xMjg7dz0xNzA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/af2bb6bdbc4f56cfaf197a2118a94cf1", "width": 170, "height": 128, "tag": "170x128" } ] }, "provider": { "displayName": "Insider Monkey", "url": "http://www.insidermonkey.com" }, "canonicalUrl": { "url": "https://finance.yahoo.com/news/jim-cramer-highlights-alphabet-diverse-051610017.html", "site": "finance", "region": "US", "lang": "en-US" }, "clickThroughUrl": { "url": "https://finance.yahoo.com/news/jim-cramer-highlights-alphabet-diverse-051610017.html", "site": "finance", "region": "US", "lang": "en-US" }, "metadata": { "editorsPick": false }, "finance": { "premiumFinance": { "isPremiumNews": false, "isPremiumFreeNews": false } }, "storyline": null } }, { "id": "f7144b80-bc73-3cfb-bcce-30de587112e2", "content": { "id": "f7144b80-bc73-3cfb-bcce-30de587112e2", "contentType": "STORY", "title": "1 Stock I'd Buy Before Tesla in 2026", "description": "", "summary": "Investors have high hopes that Tesla will monetize its robotaxi and robotics initiatives.", "pubDate": "2025-12-23T03:30:00Z", "displayTime": "2025-12-23T03:30:00Z", "isHosted": true, "bypassModal": false, "previewUrl": null, "thumbnail": { "originalUrl": "https://media.zenfs.com/en/motleyfool.com/0fda7b2ac641fb6c9626e7661b73c0c9", "originalWidth": 1400, "originalHeight": 840, "caption": "A Tesla manufacturing facility (gigafactory) in Shanghai, China.", "resolutions": [ { "url": "https://s.yimg.com/uu/api/res/1.2/RVQ3w6k6mtqhAhpGLBhUvA--~B/aD04NDA7dz0xNDAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/motleyfool.com/0fda7b2ac641fb6c9626e7661b73c0c9", "width": 1400, "height": 840, "tag": "original" }, { "url": "https://s.yimg.com/uu/api/res/1.2/TL7ZnQk8rXwpH_HPXgCwlw--~B/Zmk9c3RyaW07aD0xMjg7dz0xNzA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/motleyfool.com/0fda7b2ac641fb6c9626e7661b73c0c9", "width": 170, "height": 128, "tag": "170x128" } ] }, "provider": { "displayName": "Motley Fool", "url": "http://www.fool.com/" }, "canonicalUrl": { "url": "https://www.fool.com/investing/2025/12/22/buy-nvidia-stock-before-tesla-2026/", "site": "finance", "region": "US", "lang": "en-US" }, "clickThroughUrl": { "url": "https://finance.yahoo.com/news/1-stock-id-buy-tesla-033000166.html", "site": "finance", "region": "US", "lang": "en-US" }, "metadata": { "editorsPick": false }, "finance": { "premiumFinance": { "isPremiumNews": false, "isPremiumFreeNews": false } }, "storyline": null } }, { "id": "4578b119-b74c-307d-87e6-cf45339b00e5", "content": { "id": "4578b119-b74c-307d-87e6-cf45339b00e5", "contentType": "STORY", "title": "ChatGPT Super Micro Computer Stock Will Close At This Price In The Next 60 Days", "description": "", "summary": "Analysts are saying that Super Micro Computer could hit $176 by 2030. Bullish on SMCI? Invest in Super Micro Computer on SoFi with no commissions. If it's your first time signing up for SoFi, you'll receive up to $1,000 in stock when you first fund ...", "pubDate": "2025-12-22T19:30:21Z", "displayTime": "2025-12-22T19:30:21Z", "isHosted": true, "bypassModal": false, "previewUrl": null, "thumbnail": { "originalUrl": "https://media.zenfs.com/en/benzinga_79/ce9d6f686cda956704b8c163bb870026", "originalWidth": 720, "originalHeight": 480, "caption": "", "resolutions": [ { "url": "https://s.yimg.com/uu/api/res/1.2/Tj5XcIwLJDWJrfitsQwjTA--~B/aD00ODA7dz03MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/benzinga_79/ce9d6f686cda956704b8c163bb870026", "width": 720, "height": 480, "tag": "original" }, { "url": "https://s.yimg.com/uu/api/res/1.2/dJLvHMbrpgVoPMfp4dGXiA--~B/Zmk9c3RyaW07aD0xMjg7dz0xNzA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/benzinga_79/ce9d6f686cda956704b8c163bb870026", "width": 170, "height": 128, "tag": "170x128" } ] }, "provider": { "displayName": "Benzinga", "url": "https://www.benzinga.com/" }, "canonicalUrl": { "url": "https://finance.yahoo.com/news/chatgpt-super-micro-computer-stock-193021615.html", "site": "finance", "region": "US", "lang": "en-US" }, "clickThroughUrl": { "url": "https://finance.yahoo.com/news/chatgpt-super-micro-computer-stock-193021615.html", "site": "finance", "region": "US", "lang": "en-US" }, "metadata": { "editorsPick": false }, "finance": { "premiumFinance": { "isPremiumNews": false, "isPremiumFreeNews": false } }, "storyline": null } }, { "id": "207814f4-9239-35cc-9cd1-64b06fb24b6c", "content": { "id": "207814f4-9239-35cc-9cd1-64b06fb24b6c", "contentType": "STORY", "title": "Broadcom, Circle, and 8 More Stocks That Look Overvalued for 2026", "description": "", "summary": "The S&P 500 has nearly doubled over the past three years, partly because of all the excitement over artificial intelligence.", "pubDate": "2025-12-22T19:20:00Z", "displayTime": "2025-12-22T19:20:00Z", "isHosted": false, "bypassModal": false, "previewUrl": "https://finance.yahoo.com/m/207814f4-9239-35cc-9cd1-64b06fb24b6c/broadcom-circle-and-8-more.html", "thumbnail": { "originalUrl": "https://media.zenfs.com/en/Barrons.com/4f19717b22e636e52b1fef2cfbb9c447", "originalWidth": 1280, "originalHeight": 640, "caption": "", "resolutions": [ { "url": "https://s.yimg.com/uu/api/res/1.2/bQJLt6jBQGpnKVKBB5JO8w--~B/aD02NDA7dz0xMjgwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/Barrons.com/4f19717b22e636e52b1fef2cfbb9c447", "width": 1280, "height": 640, "tag": "original" }, { "url": "https://s.yimg.com/uu/api/res/1.2/X4qxcyH6qZzLEMG3pVYUAA--~B/Zmk9c3RyaW07aD0xMjg7dz0xNzA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/Barrons.com/4f19717b22e636e52b1fef2cfbb9c447", "width": 170, "height": 128, "tag": "170x128" } ] }, "provider": { "displayName": "Barrons.com", "url": "http://www.barrons.com/" }, "canonicalUrl": { "url": "https://www.barrons.com/articles/8-stocks-overvalued-2026-9234d669?siteid=yhoof2&yptr=yahoo", "site": "finance", "region": "US", "lang": "en-US" }, "clickThroughUrl": null, "metadata": { "editorsPick": false }, "finance": { "premiumFinance": { "isPremiumNews": false, "isPremiumFreeNews": false } }, "storyline": null } }, { "id": "fbfb91b2-9c13-36c3-883b-76da248b9f35", "content": { "id": "fbfb91b2-9c13-36c3-883b-76da248b9f35", "contentType": "STORY", "title": "AI Boom Drives Sharp Profit Growth at Broadcom (AVGO)", "description": "", "summary": "Broadcom Inc. (NASDAQ:AVGO) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Broadcom Inc. (NASDAQ:AVGO) has consistently beaten the broader market and is on pace to do it again in 2025, which would mark its sixth straight year of outperformance. The last time the stock lagged the S&P 500 was back in 2019. 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