Compass (COMP) Replaces Instacart (CART) on Needham Conviction List
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- Wall Street ends mixed as investors focus on tech earnings
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- ASML and U.S. chip stocks sink on report of China’s DUV breakthrough
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- ASML and U.S. chip stocks sink on report of China’s DUV breakthrough
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Bernstein names top internet stock picks to start the year
January 12, 2026 6:00 PM ESTBernstein believes the U.S. internet sector is entering 2026 with clearer narratives after what it called a poor daytime soap in 2025, marked by AI villains waking up as heroes and courtroom dramas.
The firm argued that the correlation between stock and financial performance remains undefeated, and outlined its preferred names to begin the year.
Bernstein analyst Mark Shmulik revealed in a note to clients that the firms top picks in... More
BMO Capital on Roblox Corp. (RBLX): 'We are encouraged by the impressive early ramp'
January 12, 2026 3:24 PM ESTBMO Capital analyst Brian Pitz reiterated an Outperform rating and $155.00 price target on Roblox Corp. (NYSE: RBLX).
The analyst comments "We are observing a new breakout game on Roblox, Escape Tsunami For Brainrots!, looking to capitalize on the viral success of hit... More

