Tesla, Inc.

Progress on robotaxi and humanoid robot projects is crucial to Tesla's share price

Musk warned of an "excruciatingly slow" start to Cybercab and Optimus production  

Alibaba Group Holding Limited

Tencent Holdings Limited

Chinese tech giant ByteDance, owner of TikTok, is aggressively moving into China's cloud services market, Financial Time (FT) <a href="https://www.ft.com/content/3732a646-da35-4437-bfde-7f9efc2725ff">writes</a>. The company is looking to use its advances in artificial intelligence to diversify its business beyond the consumer applications that have fueled ByteDance's growth, the newspaper notes. ByteDance's strategy to develop enterprise cloud AI solutions could "undermine" the established balance in the multi-billion dollar market, which has long been controlled by Alibaba, Tencent and Huawei, the publication points out.

TikTok owner expands cloud AI services business. What does this mean for Alibaba?

Alphabet Inc.

Advertising could be a new revenue driver for OpenAI, according to analyst Mark Mahaney

OpenAI will hit $25 billion in ad revenue by 2030s - analyst. Is this a threat to Google?

Micron Technology, Inc.

SK hynix Inc.

Samsung Electronics Co., Ltd.

At the end of 2025, the global semiconductor market is facing an acute shortage of memory chips. The three largest players - Micron, SK Hynix and Samsung Electronics - <a href="https://counterpointresearch.com/en/insights/global-dram-and-hbm-market-share">control </a> almost the entire memory market for AI gas pedals, with their shares rising 253.6%, 256% and 178% respectively over the year. Memory issues are already a structural problem, without the solution of which it is impossible to further scale AI.

The memory limit: How chip shortages are driving up prices and slowing down the AI boom

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

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%

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

Artificial intelligence (AI)