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Shell plc (SHEL) Secures First Long-Term Vietnam Contract, Morgan Stanley Trims PT

Shell plc (NYSE:SHEL) is included in our list of the most undervalued blue chip stocks to buy now.

On January 7, 2026, TheFly reported that Morgan Stanley reduced its price target on Shell plc (NYSE:SHEL) from 3,007 GBp to 2,811 GBp while maintaining an ‘Overweight’ rating. This update follows the company’s recent strategic growth wins.

On January 7, 2026, Reuters reported that state-owned Petrovietnam Gas awarded its first-ever term LNG supply tender to Shell plc (NYSE:SHEL). This development marks a key milestone in Vietnam’s gas market evolution. According to the five-year agreement, Shell will be supplying roughly 400,000 metric tons of LNG annually from 2027 to 2031 on a delivered ex-ship basis to the Thi Vai terminal. With the country starting to import LNG only in 2023 and having relied exclusively on the spot market so far, the deal marks a structural shift toward long-term supply security.

Furthermore, the company’s long-term production outlook was reinforced by Reuters on January 6, 2026, which reported that Shell plc (NYSE:SHEL) agreed to acquire a 35% stake in offshore Blocks 49 and 50 in Angola from Chevron. This move reinforces the company’s established goal of sustaining oil output into the 2030s, alongside growing gas production by 1% through 2030.

Shell plc (NYSE:SHEL), a global energy company, produces oil and natural gas. Its operations span LNG, upstream exploration, refining, chemicals, marketing, and the growth of renewables and energy solutions businesses worldwide.

While we acknowledge the potential of SHEL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SHEL and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 7 Best Rising Tech Stocks to Buy Now and 12 Best Multibagger Stocks to Buy Heading into 2026.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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