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

Taiwan Semiconductor Manufacturing Company Limited

Several brokerage firms, including Goldman Sachs, JPMorgan Chase, and Macquarie Group, have raised their forecasts for Taiwan Semiconductor Manufacturing Co (TSMC) shares since the beginning of the year, underscoring continued optimism about the world's largest contract chipmaker after its record growth, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-07/tsmc-s-record-stock-rally-spurs-wall-street-rush-to-hike-targets?embedded-checkout=true">reports</a>.

Several banks have raised their forecasts for TSMC, with one predicting growth of 42%.

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.

Memory chip shortage to boost Samsung's profits by 160% — Reuters. What about the shares?

Advanced Micro Devices, Inc.

Intel Corporation

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.

Goldman raised TSMC's target price by 35%. Shares have risen the most since April.

The price of Brent crude oil fell to nearly $60 per barrel after the US captured Venezuelan President Nicolas Maduro. Taiwan Semiconductor Manufacturing Co. shares hit a record high thanks to an upgraded forecast from Goldman Sachs and expectations of years of growth in demand for AI chips. In Hong Kong, Chinese AI startup MiniMax is preparing for an IPO at the upper end of the range, with a valuation of about $6.5 billion. These and other topics are covered in our review of key events as of the morning of January 5.

Morning headlines: Oil prices fall after Maduro's capture, TSMC record, and gold rally


Nvidia announced a $5 billion investment in Intel in September

Reuters: Nvidia has stopped tests of Intel's chip release technology. Its shares fell

It's a sign that Donald Trump's administration is trying to stabilize relations with Beijing, according to Bloomberg

U.S. postpones imposing duties on Chinese chips until mid-2027

Nvidia shares jumped 4% in trading on December 19 thanks to two positive news. The U.S. authorities approved the company's investment in U.S. processor maker Intel in the amount of $5 billion. In addition, the White House began considering documents that will allow Nvidia to resume supplying China with its AI chips, Reuters has learned. Nvidia's securities remain attractive to investors because they are relatively cheap, Bernstein said.

Nvidia shares are up 4%. Why does Bernstein think they are still attractive?

Micron Technology, Inc.

Several banks have raised their targets on shares of memory chip manufacturer Micron. Some of them see in the company's securities the potential for growth up to 121%, despite the fact that since the beginning of the year they have already added more than 210%. Analysts updated their targets after the company <a href="https://oninvest.com/article/micron-ulucsil-prognozy-iz-za-rosta-sprosa-na-pamat-dla-ii-akcii-podskocili-na-8">reported</a> financial results for the first quarter of the fiscal year, which significantly exceeded market expectations, <a href="https://www.cnbc.com/2025/12/18/micron-gets-an-upgrade-from-bank-of-america-after-blowout-quarter-and-guidance.html">writes</a> CNBC. In addition, the company provided a profit and margin outlook that was noticeably more optimistic than analysts had anticipated.

Micron is expected to grow by another 120%. What will boost the company's stock?

The company's revenue grew by 57% in the reporting quarter

Chips