AMD and ASML: Two chip stocks investors are watching as 2026 hinges on AI spending
NEW YORK, January 1, 2026, 19:47 ET Artificial intelligence spending is shaping investor positioning as 2026 gets underway, with strategists warning that the next phase of the equity rally will depend on whether companies can justify soaring data-center budgets. Reuters The focus is keeping semiconductors at the center of the debate, from chip designers to the equipment makers that enable…