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NASDAQ:GOOGL 26 December 2025 - 3 January 2026

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Nasdaq Rises 0.5% as AI Infrastructure Surge Offsets Declines in Mega-Cap Stocks
AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units, chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia's current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any H200 shipments. Reuters
2 January 2026
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Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

Citizens Financial Group analyst Andrew Boone lifted his 12-month price target — an estimate of where a stock could trade — on Alphabet to $385, implying about 22% upside from Tuesday’s close. “We view AI search as a tailwind near term for query growth,” Boone wrote in a research note. TD Cowen’s John Blackledge and Evercore ISI’s Mark Mahaney also carry bullish ratings, with price targets of $350 and $325, respectively, Barron’s reported. Barron's
1 January 2026
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Google stock caps best year since 2009 as AI bets carry Alphabet into 2026

Google stock caps best year since 2009 as AI bets carry Alphabet into 2026

Alphabet closed out 2025 up about 66%, its best year since 2009, as investors warmed to Google’s push into artificial intelligence. Shares rebounded from an April low of $144.70, and Wall Street has pointed to new search features such as AI Overviews and AI Mode, built on its latest Gemini 3 model, as key to keeping users inside Google even as rivals such as OpenAI’s ChatGPT and Perplexity gain traction. Barron's
1 January 2026
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AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping production of its H200 graphics processing units — chips used to train AI systems — after Chinese tech companies placed orders for more than 2 million units for 2026, far above the roughly 700,000 Nvidia has in stock, sources told Reuters. Beijing has yet to clear imports and the Trump administration only recently allowed H200 exports to China subject to a 25% fee, the people said. Reuters
31 December 2025
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Big Tech Stocks Today: Nvidia, Apple, Microsoft and the “Magnificent Seven” Face a Year-End Reality Check as Wall Street Nears S&P 500’s 7,000 Milestone

Big Tech Stocks Today: Nvidia, Apple, Microsoft and the “Magnificent Seven” Face a Year-End Reality Check as Wall Street Nears S&P 500’s 7,000 Milestone

Wall Street’s cash equity market is closed this Sunday, but Big Tech stocks are still the center of the conversation heading into the final week of 2025—especially as investors weigh record-high index levels against a growing debate over how quickly artificial intelligence spending will translate into durable profits.
28 December 2025
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Communication Services Stocks: Meta, Alphabet, Netflix and XLC in Focus as Wall Street Heads Into the Final 2025 Sessions

Communication Services Stocks: Meta, Alphabet, Netflix and XLC in Focus as Wall Street Heads Into the Final 2025 Sessions

Communication Services stocks are heading into the final three U.S. equity sessions of 2025 with two forces pulling in opposite directions: bullish year-end momentum that has kept major indexes near record territory, and a fresh wave of regulatory scrutiny aimed at social media features that critics say drive compulsive use.
27 December 2025
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AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

Wall Street is closing out 2025 at record levels—and doing it while a louder debate simmers about whether artificial intelligence is building a durable foundation for the next decade of growth, or inflating the kind of expectations that tend to end in painful repricing.
26 December 2025
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Uber

NYSE: UBER 93 / 100
#3 BUY ON WEAKNESS

Taiwan Semiconductor

NYSE: TSM 91 / 100
#4 TACTICAL BUY

dLocal

NASDAQ: DLO 89 / 100
#5 BUY THE RESET

Tapestry

NYSE: TPR 86 / 100
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