Wealthfront Corporation

The company went public on the Nasdaq under the ticker WLTH

Wealthfront IPO: Shares of major robo-advisory platform become available

Roku, Inc.

Roku's market capitalization is up more than 40% this year, but Wall Street thinks there's still potential there

Immediately two analysts have advised buying shares of the streaming company "off the radar"

Photronics, Inc.

Shares of Photronics, a mid-cap manufacturer of photomask technologies that are a key component in semiconductors, <a href="https://finance.yahoo.com/quote/PLAB/">surged</a>&nbsp;more than 45% on Wednesday, December 10, to mark their highest level since mid-2001. Investors were snapping up the stock after the company reported quarterly <a href="https://photronicsinc.gcs-web.com/news-releases/news-release-details/photronics-reports-full-year-and-fourth-quarter-fiscal-2025">results</a>&nbsp;that <a href="https://www.barrons.com/articles/photronics-earnings-stock-price-67f82a0f?st=njSZRM">beat</a>&nbsp;Wall Street’s expectations across all major indicators.

Quarterly earnings lift semiconductor supply stock Photronics to 24-year high

Alphabet Inc.

Micron Technology, Inc.

CenterCredit

The race for artificial intelligence is turning into the biggest infrastructure cycle of the decade. In 2025, a wave of AI infrastructure investment <a href="https://www.computerweekly.com/news/366636102/IT-spending-bonanza-biggest-in-30-years">will drive</a> technology spending worldwide at a pace not seen since the release of Windows 95 in 1995, analysts at IDC have calculated. Record demand for computing power and memory is shaping a new capital architecture and investment direction. We asked Askar Akhmedov, investment director at Atlas Capital, where to invest $10,000 by the end of the year. And two of the three stocks are AI-related.

Where to invest $10,000 in December: 3 stocks for New Year's Eve shopping

Ligand Pharmaceuticals Incorporated

Amgen Inc.

Merck & Co., Inc.

Pfizer Inc.

Gilead Sciences, Inc.

Equity investors should take a closer look at mid-cap Ligand Pharmaceuticals for a more conservative bet on the biotech industry, Citigroup argues. In his initiation report (as quoted by <a href="https://www.cnbc.com/2025/12/09/a-biotech-stock-for-investors-scared-to-invest-in-the-risky-industry.html">CNBC</a>), Citi analyst Yigal Nochomovitz highlights Ligand as "the 'Goldilocks’ pick for investors seeking exposure to biotech upside while mitigating volatility” thanks to its broad portfolio of products.

Citi spotlights Ligand as 'Goldilocks’ pick' for conservative biotech investors

The Russell 2000 pushed to a fresh intraday high on Tuesday, December 9, as investors continued piling into small caps, but the small- and mid-cap index faded into the close and stopped just short of another all-time high, which would have been its eighth just since September. The small-cap segment may get a further boost today if the Fed announces another rate cut. Still, Noble Capital Markets cautions that the rally remains exposed to macro and Fed-policy risks.

Russell 2000 almost hits another all-time high, but how much upside remains?

SunOpta Inc.

Shares of SunOpta, a small-cap producer of plant-based beverages, have the potential to more than double versus current levels, according to a Freedom Broker initiation report seen by <i>Oninvest</i>. SunOpta already dominates the milk-alternative market, and demand for its fruit snacks is outstripping supply, the analysts noted. However, rising competition from large corporations, like Danone, could pressure SunOpta’s pricing and market share, they caution.

Freedom makes case for shares of organic food co. SunOpta to double in initiation

DigitalBridge Group, Inc.

Shares of DigitalBridge, a mid-cap digital infrastructure firm investing across data centers, cell towers, fiber networks, small cells, and edge infrastructure, <a href="https://finance.yahoo.com/quote/DBRG/?guccounter=1&amp;guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&amp;guce_referrer_sig=AQAAANJzO7qhtq4ftfonGEodVUta3W7CcmJ8wkHgYAForTOSW-XBS4xlKF7KLyQk0L35CoYcX_jqygts2GD4qGMiFBIdNwS4SdNJF98C33sKbOp9lSNggPnmigup5BLKbWDPzB_A28f6kwvxv2u7wovLH2Nc3V4Qa7V3KMWqsBlp24tN">soared</a>&nbsp;more than 45% on Friday, December 5. The company’s <a href="https://finance.yahoo.com/quote/DBRG/">market capitalization</a>&nbsp;thus exceeded $2.75 billion. This followed reports from <a href="https://www.bloomberg.com/news/articles/2025-12-05/softbank-said-in-talks-to-buy-data-center-investor-digitalbridge">Bloomberg</a>&nbsp;and <a href="https://www.reuters.com/legal/transactional/softbank-talks-buy-digital-infra-firm-digitalbridge-source-says-2025-12-05/">Reuters</a>&nbsp;that SoftBank is in talks to buy DigitalBridge. Wall Street analysts <a href="https://www.marketwatch.com/investing/stock/dbrg/analystestimates?mod=mw_quote_tab">believe</a>&nbsp;that even after Friday’s surge, its shares still have more than 26% upside.

Digital infra investor DigitalBridge soars on potential SoftBank takeover deal

Broadcom Inc.

Marvell Technology, Inc.

NVIDIA Corporation

BlackRock strategist expects 'positive surprises' from infrastructure provider stocks in 2026

BlackRock has bet on "picks and shovels" for the AI marketplace

VolitionRx Limited

Shares of VolitionRx, a micro cap developer of blood-drop tests for cancer and sepsis, <a href="https://finance.yahoo.com/quote/VNRX/">jumped</a>&nbsp;9.5% yesterday, December 4. The company <a href="https://ir.volition.com/news-events/press-releases/detail/860/volitionrx-limited-announces-the-first-sale-of-the-nu-q-cancer-assays-for-clinical-certification-in-preparation-for-routine-clinical-use">reported</a>&nbsp;that France has selected its sepsis test for early disease detection in hospitals. Overall, Wall Street <a href="https://www.marketwatch.com/investing/stock/vnrx/analystestimates?mod=mw_quote_tab">believes</a>&nbsp;VolitionRx shares still have 730% upside.

Epigenetics co. VolitionRx climbs 10% on sepsis assay news, still offers 730% upside

Siemens Energy AG

Speculative trading and gambling on debt raise the risks of a repeat of the November sell-off, the investment giant has warned

The topic of AI will dominate in 2026, says BlackRock. Which stocks is it betting on?

Red Cat Holdings, Inc.

Perimeter Solutions, Inc.

Climb Global Solutions, Inc.

Guardian Pharmacy Services, Inc.

Astronics Corporation

By the end of this year, interest in small caps is picking up as investors confront an overheated tech sector and increasingly concentrated, outstripping growth by a handful of AI stocks. According to Alyona Nikolaeva, portfolio manager at asset manager Astero Falcon, the more attractive opportunities now lie in small caps, where fundamentals remain stable, and valuations within reason.

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