The organization raised its forecast for global economic growth in 2026, but warned of the danger of accumulating negative effects

AI and trade barriers pose risks to a robust global growth outlook - IMF

Micron Technology, Inc.

Powerchip Semiconductor Manufacturing Corp.

Shares of Powerchip Semiconductor Manufacturing, one of Taiwan's largest Taiwanese companies that makes both conventional and memory chips, rose nearly 10 percent on Monday, Jan. 19, after U.S. chipmaker Micron Technology announced it would acquire a large chip foundry in Taiwan from Powerchip.

Micron to buy plant from Taiwan chipmaker for $1.8 billion, its shares soar

ASML Holding N.V.

Investment bank Morgan Stanley expects that shares of Dutch semiconductor equipment manufacturer ASML Holding in the most favorable scenario can grow by more than 70%, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-16/morgan-stanley-sees-70-surge-for-asml-shares-in-bull-case">writes</a>. This may be facilitated by the increase in capital expenditures of chip manufacturers seeking to meet the growing demand for solutions in the field of artificial intelligence, the agency points out.

Morgan Stanley named ASML as one of its key investments and allowed the stock to rise by 70%

SK hynix Inc.

Samsung Electronics Co., Ltd.

Even after the stock price soars in 2025, shares of chipmakers in Asia are trading significantly cheaper than their U.S. counterparts

The fund that outperformed 97% of its peers bet on memory chips. What stocks did it buy?

Salesforce, Inc.

Adobe Inc.

Intuit Inc.

Software companies for 2025 and early 2026 have fallen significantly in price amid fears that AI will undermine their business models

"A bogeyman for software developers: analyst considers sell-off in software stocks excessive

Palantir Technologies Inc.

CrowdStrike Holdings, Inc.

Wedbush analyst Dan Ives, popular with retail investors and one of the most prominent tech optimists on Wall Street, has named his two key AI bets for 2026. They are Palantir, which develops big data analytics platforms and AI solutions, including for military customers, and CrowdStrike, which specializes in cybersecurity and infrastructure protection using artificial intelligence, <a href="https://www.tipranks.com/news/article/palantir-and-crowdstrike-daniel-ives-reveals-his-top-ai-stocks-for-2026">writes</a> TipRanks.

Wall Street's chief techno-optimist Dan Ives named two key AI stocks for 2026

Taiwan Semiconductor Manufacturing Company Limited

Applied Materials, Inc.

Lam Research Corporation

Capital expenditures by TSMC, the largest AI chip maker, for 2026 were notably higher than expected - suggesting the company expects continued strong demand for AI

TSMC's report boosted chipmakers' shares. What do investors expect from them?

Meta Platforms, Inc.

Microsoft Corporation

Amazon.com, Inc.

The online encyclopedia operator is shifting access to its AI training content from a free model to a commercial model in an attempt to offset rising infrastructure costs

Microsoft and Meta will pay for Wikipedia content. It is the main source of training AI models

Alibaba Group Holding Limited

China's largest online retailer Alibaba plans to link its flagship online shopping and travel services with its own AI assistant Qwen, taking the biggest step toward turning Qwen into a unified AI platform for users, Bloomberg writes. Alibaba's Qwen has previously been called the " <a href="https://www.gurufocus.com/news/3207043/alibabas-chatgpt-killer-ai-overhaul-signals-highstakes-play-for-mobile-domination">ChatGPT</a><a href="https://oninvest.com/article/ubijcu-chatgpt-ot-alibaba-za-pervuu-nedelu-skacali-10-mln-raz-kak-reagiruet-rynok">killer</a>." Last November - a week after its release - it was downloaded 10 million times.

Alibaba is turning its AI assistant into a "superapp". What will this do for businesses?

Microsoft securities have already lost 17% from last year's July highs

Microsoft shares are at a seven-month low. Why do analysts advise buying them?

Halliburton Company

Baker Hughes Company

SLB N.V.

PDD Holdings Inc.

Kuaishou Technology

Meituan

JD.com, Inc.

Legendary investor Michael Burry, who predicted the mortgage crisis of 2007-2008, has <a href="https://oninvest.com/article/pravila-igry-izmenilis-cto-majkl-b-urri-delaet-s-portfelem-posle-kraha-maduro">named</a> five companies from his current portfolio that could become beneficiaries of the collapse of Venezuelan President Nicolas Maduro's regime and allow him to painlessly survive the new round of aggravation of relations between the United States and China. Oninvest with the help of analysts analyzed whether his bet will work for private investors.

Burry holds 5 stocks because of Venezuela and China. Should we follow his example? 

TSMC's financial performance will be strong in 2026, Counterpoint Research predicts

Artificial intelligence (AI)