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

Sales of the largest chip maker, TSMC, beat forecasts

Nvidia's key partner increased revenue by 20%. Wall Street has high hopes for him

With Beijing's lack of clarity, Nvidia is forced to impose extremely tough conditions on Chinese customers

China will approve purchases of Nvidia's AI chips as early as this quarter - Bloomberg

Intel Corporation

Advanced Micro Devices, Inc.

The company unveiled the Panther Lake chip, a marketable product it has been working toward for several years

"Moment of truth" for Intel: its stock at its highest in a year after landmark presentation 

Tesla, Inc.

The head of Nvidia this week unveiled an AI system the company is developing for autonomous driving

Musk refused to believe in Tesla and Nvidia competing in the robotaxi market

Chinese authorities may oblige local businesses to buy AI chips domestically, sources tell Information

China demanded tech companies halt orders for Nvidia chips - media outlet

Strategy Inc

Sandisk Corporation

Western Digital Corporation

Seagate Technology Holdings plc

Ventyx Biosciences, Inc.

Mobileye Global Inc.

Praxis Precision Medicines, 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: in search of balance between statistics and geopolitics

Hyundai Motor Company

Mercedes-Benz Group AG

Hyundai lags behind Tesla in the implementation of autonomous driving systems, but its partnership with Nvidia could change the situation.

Hyundai Motor shares soared 18% to a record high. The excitement may be related to Nvidia.

Shares of Sandisk, which manufactures flash memory for data storage, jumped 27.6% on Tuesday, January 6, reaching a record high of $349.6. This was the company's best intraday growth since February 2025, <a href="https://www.bloomberg.com/news/articles/2026-01-06/sandisk-s-1-000-rally-is-turbocharged-by-nvidia-ceo-s-remarks">according to</a> Bloomberg.

The growth leader of 2025 rose 27% in a single session. How did the head of Nvidia help him?

QUALCOMM Incorporated

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.

Hon Hai Precision Industry Co., Ltd.

Taiwan's Hon Hai Precision Industry (Foxconn), the world's largest contract electronics manufacturer, <a href="https://www.honhai.com/en-us/press-center/press-releases/latest-news/1947">reported</a> a 22% increase in quarterly sales. This was due to global technology companies accelerating the construction of data centers for artificial intelligence, <a href="https://www.bloomberg.com/news/articles/2026-01-05/nvidia-partner-hon-hai-s-sales-beat-estimates-in-an-ai-boom?embedded-checkout=true">according to</a> Bloomberg.