NVIDIA Corporation

Lumentum Holdings Inc.

Broadcom Inc.

Mizuho Securities analyst Vijay Rakesh presented a list of top favorites in the semiconductor sector for 2026. The list includes Nvidia, Broadcom and Lumentum Holdings, a company that supplies optical solutions for data centers, which is little known to a wide range of investors, MarketWatch <a href="https://www.marketwatch.com/story/this-quietly-dominant-stock-plus-nvidia-and-broadcom-are-mizuhos-top-chip-picks-4b3181cd">writes</a>. Lumentum's shares have quadrupled over the past year, outperforming both Nvidia and Broadcom.

Mizuho has named 3 stocks to invest in AI infrastructure. Among them is a little-known

Meta Platforms, Inc.

Vistra Corp.

Oklo Inc.

Facebook's parent company has agreed with three suppliers to purchase electricity

Meta is set to become the largest consumer of nuclear power in the U.S. Shares of suppliers soared

Taiwan Semiconductor Manufacturing Company Limited

Sales of the largest chip maker, TSMC, beat forecasts

Nvidia's key partner increased revenue by 20%. Wall Street has high hopes for him

The founder of Bridgewater Associates believes that 2025 will be remembered not for the rise in stocks, but for the decline in the purchasing power of the dollar and the exodus of investors from U.S. assets

The Illusion of Return: Ray Dalio on why 2025 is the year of gold, not U.S. stocks

Elon Musk's AI startup xAI has grown revenue but is recording billion-dollar losses. Chinese company MiniMax soared after its IPO in Hong Kong, becoming a test of investor interest in AI software. Rising copper prices prompted Glencore and Rio Tinto to resume mega-merger talks. About these and other topics - in the review of key events by the morning of January 9.

Highlights for the morning: xAI losses, Glencore and Rio Tinto mega deal and MiniMax IPO

Alphabet Inc.

Over the past 12 months, Gemini's market share has grown from less than 6% to more than 20%, while ChatGPT's share has fallen from about 85% to less than 65%, Barrons writes

Cantor Fitzgerald upgraded its rating on Alphabet stock. Will Gemini beat ChatGPT?

The legendary investor tells how he insures his portfolio against falling prices and what he expects from the US market and other countries

"While the market is in a fog, you need to have a cache of cash": how is Mark Mobius investing now? 

US and EU investment banks believe in the growth of artificial intelligence, energy and defense sectors

Investment ideas for 2026: betting on intelligence and guns

In 2025, the MSCI China Index gained 28%, while the S&amp;P 500 rose just over 16% during the same period.

Goldman predicts further growth of 20% for the Chinese market in 2026. What will be the driving force behind this?

Chevron Corporation

Silver set a new record, gaining 15% since the beginning of 2026. Elon Musk's AI startup xAI raised $20 billion to expand its AI infrastructure and data centers. Meta faced scrutiny from China over its deal to buy startup Manus. Read about these and other topics in our review of key events as of the morning of January 7.

Palantir Technologies Inc.

Over the past year, Palantir shares have gained 135%.

"Best-in-class AI stock": Truist sees Palantir's growth potential at 28%

Samsung Electronics Co., Ltd.

Samsung Electronics may see a sharp increase in profits amid rapidly rising semiconductor prices caused by supply shortages and frenzied demand from the AI sector, Reuters reports. According to analysts, the surge in memory market prices could deliver the company one of its strongest financial results in recent years.

Artificial intelligence (AI)