Taiwan Semiconductor Manufacturing Company Limited

NVIDIA Corporation

Apple Inc.

Shares of the largest chip supplier for Nvidia and Apple rose amid expectations of another year of steady growth.

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

Meta Platforms, Inc.

BlackRock, Inc.

Freedom has released its top U.S. stock picks for 2026, making sweeping changes to last year’s <a href="https://oninvest.com/article/freedom-broker-obnovil-spisok-lucsih-investidej-na-2025-god">lineup</a>. Most prior picks have been dropped, while a new group of stocks has emerged as macroeconomic conditions, corporate earnings trajectories, and sector dynamics have shifted.

Nvidia, Meta, Lululemon: Freedom releases sector picks for 2026

Oracle Corporation

The vast majority of Wall Street analysts still recommend buying these securities, but are lowering their target prices.

Oracle shares are on track for their worst quarter in nearly 25 years. What is worrying investors?

Japan is increasing its budget support for chips and AI by almost four times. China is launching three major venture capital funds to invest in hard tech — from microchips and quantum technologies to neural interfaces. Nvidia has signed a licensing agreement with startup Groq. Read about these and other topics in our review of key events as of the morning of December 26.

Morning headlines: metals rally, Nvidia deal, and Japan's race for chips 


Intel Corporation

Nvidia announced a $5 billion investment in Intel in September

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

The company's shares were up more than 1 percent in trading on Dec. 22

Nvidia plans to start shipping H200 AI chips to China by mid-February - Reuters

Microsoft Corporation

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

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?

BlackBerry Limited

NIKE, Inc.

KB Home

FedEx Corporation

Accenture plc

lululemon athletica inc.

Woodside Energy Group Ltd

Cintas Corporation

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

New York morning: 'witching days' provoke turbulence

Micron Technology, Inc.

BP p.l.c.

BP will change its CEO, putting a woman - Meg O'Neill - at the helm of a major oil and gas company for the first time in history. Nvidia board member Harvey Jones sold shares in the company, which he had owned for almost 30 years. The report of memory chip maker Micron supported the market after the collapse of the technology sector. These and other topics - in our review of key events for the morning of December 18.

Highlights for the morning: BP changed CEO, insider sold Nvidia shares, Micron supported the market

Amazon.com, Inc.

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

Broadcom Inc.

KLA Corporation

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