Circle Internet Group

Tesla, Inc.

Microsoft Corporation

Broadcom Inc.

ARK Invest has published a big report on technologies that could change the global economy

From robotaxis to nuclear renaissance: Cathie Wood's big ideas for the next five years

Klarna

Taiwan Semiconductor Manufacturing Company Limited

Cathie Wood's fund bought Broadcom securities on the drawdown

Cathie Wood has cut positions at Tesla. What is she betting on now?

NVIDIA Corporation

Lumentum Holdings 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

Intel Corporation

Advanced Micro Devices, Inc.

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

Oracle Corporation

Global stock markets, which have reached record highs amid the hype surrounding artificial intelligence, could face a reversal in 2026 due to accelerating inflation, Reuters <a href="https://www.reuters.com/world/asia-pacific/ai-driven-inflation-is-2026s-most-overlooked-risk-investors-say-2026-01-05/">reports</a>, citing market participants surveyed. Investors warn that the AI boom and large-scale government support measures could increase price pressure and change the conditions for further market growth.

"The pin that will burst the bubble": investors name the underestimated risk in 2026

Barron's has named ten stocks that look overvalued in terms of price-to-earnings (P/E) ratio ahead of 2026. The publication used a list compiled by Trivariate Research analysts: they selected all companies whose P/E in 2025 exceeded 40 for the first time in recent memory. There were 22 such companies.

Barron's has highlighted 10 stocks that look overvalued in 2026

CoreWeave, Inc.

A rise in the valuation of developer ChatGPT could push up quotes for a number of tech stocks

OpenAI is preparing to raise investment with a $750 billion valuation. Who will benefit?

Analog Devices, Inc.


The bank recognizes that concerns about the AI bubble will persist, but believes the sector will outperform 

JPMorgan named the favorites for 2026 among chipmakers. Who made it to the top?

KLA Corporation

Among the top three stocks, according to the investment bank, are not only the market leaders, but also a lesser-known player

Jefferies named three investment ideas for 2026 in the semiconductor sector. Who is the favorite?

ServiceNow, Inc.

iRobot Corporation

The Coca-Cola Company

Warner Bros. Discovery, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors weigh risks in the AI sector

U.S. stocks fell sharply on Friday, December 12, amid the ongoing sell-off of securities related to artificial intelligence. The main catalysts of the sector's decline were Oracle, which became a kind of indicator of the boom in the AI-industry, and rival Nvidia chipmaker Broadcom, whose order volume turned out to be worse than some investors expected. Doubts about the prospects of the two companies have brought concerns about the valuation of the tech giants back to the market.