It’s a new year and traders want the same old AI stocks
The early bet of 2026 is that if there’s an AI bubble, we have some more inflating to do.
The who’s who of AI stocks big and small are starting the year off with a bang.
The major gainers include:
The big three AI chip stocks: Nvidia, Broadcom, and Advanced Micro Devices, as well as foundry giant TSMC.
The memory stocks that led in 2025: Micron, Western Digital, Seagate Technology Holdings, and Sandisk.
Neoclouds CoreWeave, Nebius, IREN, and Cipher Mining.
AI-adjacent energy plays like Bloom Energy, Oklo, and Plug Power.
ASML, the Dutch business whose gigantic photolithography machines imprint circuits on the chips that enable the AI boom.
And finally, AI server company Super Micro Computer.
Is there any specific news driving this? No, not really. This is just a signal of intent that traders kicking off the new year with fresh, unblemished P&Ls are willing to dive headlong into a “new year, same AI-fueled rally” thesis.
