Alibaba Prepares to Order Nvidia H200 Chips, Stock Up 1%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Should l Buy SBUX?
Source: CNBC
- Nvidia Chip Procurement: Chinese officials have informed major tech firms like Alibaba that they can prepare to order Nvidia's H200 AI chips, a move that could enhance Alibaba's competitiveness in the AI sector, with shares rising 1% in premarket trading.
- Intel Stock Volatility: Despite Intel reporting mixed quarterly results and a 13% drop in stock price, strong demand under new CEO Lip-Bu Tan has led JPMorgan and Mizuho to raise their price targets to $35 and $48 respectively, indicating market confidence in its future.
- Capital One Acquisition: Capital One's $5.15 billion acquisition of fintech company Brex aims to reshape its payments network, and although shares fell 2%, this strategic move could strengthen its market position against American Express.
- Microsoft Rating Reaffirmed: KeyBanc reiterated its buy rating on Microsoft with a price target raised to $630, anticipating nearly 40% upside driven by strong demand for its security business and Azure cloud services, reflecting optimistic market expectations for future growth.
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Analyst Views on SBUX
Wall Street analysts forecast SBUX stock price to fall
21 Analyst Rating
12 Buy
7 Hold
2 Sell
Moderate Buy
Current: 96.760
Low
59.00
Averages
96.12
High
115.00
Current: 96.760
Low
59.00
Averages
96.12
High
115.00
About SBUX
Starbucks Corporations is a roaster, marketer, and retailer of specialty coffee globally. Its North America segment includes the United States and Canada. Its International segment includes China, Japan, Asia Pacific, Europe, Middle East and Africa, Latin America, and the Caribbean. Its North America and International segments include both Company-operated and licensed stores. The Channel Development segment includes roasted whole bean and ground coffees, Starbucks-branded single-serve products, a variety of ready-to-drink beverages, such as Frappuccino and Starbucks Doubleshot, foodservice products, and other branded products sold outside the Company-operated and licensed stores. A large portion of its Channel Development business operates under a licensed model of the Global Coffee Alliance with Nestle, while its global ready-to-drink businesses operate under collaborative relationships with PepsiCo, Inc., Tingyi-Ashi Beverages Holding Co., Ltd., Arla Foods amba, Nestle, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Accelerated Store Openings: The company opened 128 new stores this quarter, bringing its total to 41,118 worldwide, with 52% company-operated and 48% franchised, further solidifying its market position.
- Strong International Performance: Starbucks' international operations saw a net revenue increase of 10.3% and operating income growth of 19.2%, showcasing its competitiveness and growth potential in global markets, despite a decline in overall profitability.
- Operating Margin Decline: While consolidated net revenue grew 6% to $9.9 billion, the company's operating margin fell by 640 basis points to 41.3%, and earnings per share (EPS) dropped by 62%, reflecting ongoing challenges amid recovery efforts.
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- Sales Growth Recovery: Starbucks achieved a 4% global sales growth in Q1 of fiscal 2026, breaking an eight-quarter streak of stagnation, indicating a gradual revival under new CEO Brian Niccol's leadership.
- Accelerated Store Openings: The company opened 128 new stores this quarter, bringing its total to 41,118 worldwide, with 52% company-operated and 48% franchised, further solidifying its market position.
- Strong International Performance: Starbucks' international operations saw a net revenue increase of 10.3% and operating income growth of 19.2%, showcasing its competitiveness and growth potential in global markets, despite a decline in overall profitability.
- Operating Margin Decline: While consolidated net revenue grew 6% to $9.9 billion, the company's operating margin fell by 640 basis points to 41.3%, and earnings per share (EPS) dropped by 62%, reflecting ongoing challenges amid recovery efforts.
See More
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Earnings Report Impact: Shopify's stock experienced a significant drop following its earnings report, which may cause concern among investors.
Long-term Potential: Despite the short-term decline, analysts suggest that Shopify's long-term growth prospects remain strong, encouraging investors to stay the course.
Market Reactions: The market's reaction to Shopify's earnings highlights the volatility often seen in tech stocks, particularly after earnings announcements.
Investment Strategy: Investors are advised to focus on Shopify's fundamentals and growth strategy rather than reacting impulsively to immediate stock price fluctuations.
See More
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- Sales Growth Recovery: In Q1 of fiscal 2026, Starbucks achieved a 4% global sales increase and a 3% rise in comparable transactions per store, breaking an eight-quarter streak of stagnation and indicating positive momentum for the company.
- Accelerated Store Openings: The company opened 128 new stores in the quarter, bringing its total to 41,118 worldwide, with 52% company-operated and 48% franchised, further solidifying its market presence.
- Strong International Performance: Starbucks' international operations saw net revenue surge by 10.3% and operating income grow by 19.2%, showcasing robust performance in global markets, despite an overall operating margin decline of 640 basis points to 41.3%.
- Strategic Adjustments and Market Response: Under new CEO Brian Niccol, Starbucks is repositioning itself as a
See More
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- Inflation Data Decline: The January Consumer Price Index (CPI) rose 2.4% year-over-year, below the expected 2.5%, indicating easing inflationary pressures that could influence the Federal Reserve's monetary policy decisions, thereby positively impacting market sentiment.
- Tariff Adjustments: President Trump plans to roll back some tariffs on steel and aluminum, causing shares of U.S. steelmakers like Nucor and Cleveland-Cliffs to drop in premarket trading, reflecting market sensitivity to policy changes and their potential impact on related industries.
- Strong Performance from Applied Materials: The semiconductor equipment maker reported sales and earnings that exceeded expectations, with shares jumping 10%, indicating robust industry demand that may attract more investor interest in the sector's growth potential.
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See More
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- Starbucks Performance Recovery: After several challenging years, Starbucks is witnessing an uptick in transactions and average ticket size, driving a 4% year-over-year increase in global comparable store sales, indicating early success of its 'Back to Starbucks' plan.
- Dividend Growth Potential: With a quarterly dividend of $0.62 and an annualized dividend of $2.48, Starbucks is nearing its sustainable payout limit; however, under CEO Brian Niccol's turnaround strategy, further increases are anticipated as the business improves.
- PepsiCo's Steady Growth: Over the past five years, PepsiCo has achieved a 31% revenue increase and a 19% rise in free cash flow, with the latest free cash flow reaching $7.6 billion, demonstrating resilience amid high inflation and pandemic challenges.
- Future Dividend Increase: PepsiCo plans to raise its full-year dividend by 4% to $5.92 in 2026, with the current quarterly dividend at $1.4225 and an annualized dividend of $5.69, indicating a strong outlook for continued dividend growth.
See More
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- Substantial EPS Increase: The company's earnings per share surged from $0.03 a year ago to $0.17, exceeding analysts' estimate of $0.10, reflecting a notable improvement in profitability.
- Shift in Market Sentiment: Retail sentiment on Dutch Bros jumped from 'bearish' to 'extremely bullish' within a day, with message volumes on Stocktwits soaring by 626%, indicating a significant increase in investor confidence regarding the company's future performance.
- Same-Store Sales Outlook: Dutch Bros anticipates same-store sales growth of 3% to 5% in 2026, suggesting that despite a sluggish overall coffee market, its brand is well-positioned to capture additional market share.
See More
