NVIDIA Corporation

Broadcom Inc.

Advanced Micro Devices, Inc.

The semiconductor sector is entering the phase of the "game of musical chairs", believes Bank of America analyst Vivek Arya, <a href="https://finance.yahoo.com/news/bofa-says-the-chip-reshuffle-makes-nvidia-a-compelling-value-play-203403961.html">writes</a> Yahoo Finance. But the most obvious market participants can win in this game, the expert believes.

BofA named favorites in a game of "musical chairs" in semiconductor field

Intel Corporation

Despite the political risks of recent weeks, the U.S. stock market remains relatively close to record highs

The S&amp;P 500 Index declined for the second week in a row for the first time since June

AMD shares have the longest growth streak in almost a year. What are investors waiting for?

The securities rating upgrade came less than a year after the downgrade

KeyBanc reinstated its advice to buy AMD stock. Alarm over demand is no longer relevant

ASML Holding N.V.

Micron Technology, Inc.

Applied Materials, Inc.

Intel shares rose in trading on Friday, January 9, by more than 10% after the meeting of the company's CEO Lip-Bu Tan with U.S. President Donald Trump. Quotes reached $45.5, which was their highest since March 2024. In August 2025, the White House <a href="https://oninvest.com/article/dola-intel-usla-v-belyj-dom-cto-boatsa-poterat-amerikanskie-cinovniki">bought </a><a href="https://oninvest.com/article/dola-intel-usla-v-belyj-dom-cto-boatsa-poterat-amerikanskie-cinovniki"></a>the chipmaker's securities for more than half the price: the stake it bought for $8.9 billion is now worth about $19 billion, CNBC <a href="https://www.cnbc.com/2026/01/09/semiconductor-stocks-boosted-by-donald-trumps-intel-praise.html">calculated</a>. Already this year, the company's capitalization has managed to grow by 22%.

Intel shares soar to highest in nearly two years after CEO's meeting with Trump

The company unveiled the Panther Lake chip, a marketable product it has been working toward for several years

"Moment of truth" for Intel: its stock at its highest in a year after landmark presentation 

QUALCOMM Incorporated

Tesla, Inc.

Strategy Inc

Vistra Corp.

Microchip Technology Incorporated

Zeta Global Holdings Corp.

Chevron Corporation

Exxon Mobil Corporation

ConocoPhillips

Apple Inc.

Novo Nordisk A/S

Daily review and forecast of events on the US stock market by Mikhail Denislavov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: robotics news sets the tone for trading

AMD and Nvidia unveiled new platforms for AI data centers, robotics, and autonomous transportation at CES 2026, intensifying competition for the multibillion-dollar market for computing and "physical AI." Copper hit a new all-time high above $13,000 per ton amid risks of shortages and trade imbalances due to possible US tariffs. These and other topics are covered in our review of key events as of the morning of January 6.

Senators determined to stop Trump from easing rules on Nvidia's AI chip exports to China

November collapse of AMD quotations is considered unfair by TD Cowen investment bank analysts

Analyst calls rival Nvidia the best bet in the chip sector - after a 16% slump

Despite a failed November, no analysts on Wall Street are advising selling AMD stock

Shares of chief rival Nvidia are having their worst month in three years. What's an investor to do?

Alphabet Inc.

Meta Platforms, Inc.

All three major U.S. market indices rose for the third day in a row as investors increasingly expect the Fed to cut rates in December. Market sentiment was also influenced by the news that Kevin Hassett, a supporter of low rates, became the favorite in the race to replace Jerome Powell as head of the Fed. Traders now estimate the probability of a 25 basis point rate cut at 85%.