NVIDIA Corporation

Alphabet Inc.

Apple Inc.

The beginning of the reporting season can give a positive impetus to the securities of US bigtechs, says Nationwide strategist 

Mag7 shares have been lagging the market for months now. Is it time to buy them?

Microsoft Corporation

Countries seeking leadership in artificial intelligence should focus on affordable energy. This was <a href="https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/conversation-with-satya-nadella-ceo-of-microsoft/">stated by</a> Microsoft CEO Satya Nadella during a speech at the World Economic Forum in Davos, as <a href="https://www.cnbc.com/2026/01/20/microsoft-nadella-ai-race-energy-tokens.html">quoted</a> by CNBC.

Energy will determine the winner in the AI race: highlights from Microsoft CEO's Davos speech

Meta Platforms, Inc.

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

Microsoft and Meta will pay for Wikipedia content. It is the main source of training AI models

Microsoft securities have already lost 17% from last year's July highs

Microsoft shares are at a seven-month low. Why do analysts advise buying them?

Large technology companies are building energy expertise amid rising data center power consumption

Will bigtechs turn into infrastructuralists? AI boom pushes them to hire energy workers

Oracle Corporation

The iconic shortstop explained why he's betting against Nvidia but not shorting Meta and Alphabet, and also named his new target 

'I can't short OpenAI': Burry reveals bet against another AI company 

Salesforce, Inc.

Intuit Inc.

Palo Alto Networks, Inc.

Snowflake Inc.

Samsara Inc.

Windows operating system developer and Azure cloud service owner Microsoft, agent AI developer Salesforce, and Oracle, which specializes in serving hyperscalers, were among the favorites for 2026 among stocks of enterprise software creators according to investment firm Evercore, Seeking Alpha<a href="https://seekingalpha.com/news/4534032-microsoft-salesforce-among-evercores-top-software-stocks-for-2026"> reports</a>. In addition, Intuit, which makes financial software for small businesses, as well as cloud processing and storage platform Snowflake and Samsara, which offers software for the Internet of Things, made the list.

"Party in the Software Marketplace": Evercore named seven favorites among software developers

Tesla, Inc.

Uber Technologies, Inc.

CoreWeave, 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: time to weigh the risks

Constellation Energy Corporation

Three years have passed since OpenAI introduced the ChatGPT chatbot based on generative AI technology. It has generated euphoria, predictions of radical changes in the economy and daily life, an explosion of capital investment, a stock market boom, and, more recently, talk of a bubble. While money is still pouring into the AI field<b> </b>, some investors have begun to hedge against the AI bubble.

Is it possible to capitalize on a bubble in AI? The market has already found a way

Broadcom 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?

If negotiations are successful, OpenAI's valuation could exceed $500 billion

Amazon is in talks for a multi-billion dollar investment in OpenAI and AI chip shipments

Cisco Systems, Inc.

Investors will have to accept a difficult dilemma: there is no safe way to capitalize on the revolution. There is no way to predict the moment of collapse, and many will lose money, warns investment guru Howard Marks  