It’s a new year and traders want the same old AI stocks
Sherwood News••business
Key Points:
- AI-related stocks, including major chipmakers Nvidia, Broadcom, and AMD, as well as foundry leader TSMC, are starting 2026 with significant gains.
- Memory companies such as Micron, Western Digital, Seagate, and Sandisk, which performed well in 2025, continue to attract investor interest.
- Other notable AI-adjacent firms gaining momentum include CoreWeave, Nebius, IREN, Cipher Mining, and energy-focused companies like Bloom Energy, Oklo, and Plug Power.
- ASML, known for its photolithography machines essential to chip manufacturing, and AI server provider Super Micro Computer are also benefiting from the AI rally.
- The surge is not driven by specific
