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Additional Reading from MarketBeat Media 5 Stocks Set to Start Strong in January and Lead Through 2026Author: Thomas Hughes. Article Posted: 12/29/2025. 
Summary - The AI bubble hasn't burst; it's still growing and will drive stocks higher in 2026.
- AI spending is reflected in stocks adjacent to NVIDIA, providing competition, infrastructure, and services.
- The stocks on this list present value to investors and are forecast to deliver double-digit upside in 2026.
2025 is quickly coming to an end, which means it's time to look ahead to January and the stocks most likely to pop. Because January often sets the tone for the year and trends suggest these names will continue moving higher in 2026, they make compelling candidates to buy and hold through 2026. The critical factors for each are their positions in the AI ecosystem and the values presented in Q4 2025. Here's a look at why. Advanced Micro Devices on the Brink of a Seismic Shift Advanced Micro Devices (NASDAQ: AMD) is a compelling buy in January and for 2026 thanks to the impending launch of its MI450 product. The launch isn't expected until the back half of the year, but meanwhile existing business is accelerating, profitability is improving, and the deal pipeline for MI450 products is growing. MI450 is AMD's AI-specific GPU lineup, including rack-scale solutions—and it is the rack-scale capability that matters. That capability is the current hurdle for many customers and the key to unlocking pent-up GPU demand. While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn't touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies... Discover how to invest in the fund Trump uses to collect this income >> Today, NVIDIA (NASDAQ: NVDA) is the only GPU provider with rack-scale solutions. When AMD launches MI450, it will immediately move into a direct competitive position with NVIDIA rather than a niche one, which could drive a triple-digit surge in revenue growth, likely sustained for several quarters. 
Micron: The NVIDIA of AI Memory Chips Micron (NASDAQ: MU) confirmed its position as the NVIDIA of memory chips with its Q1 fiscal 2026 (FY2026) earnings release. The quarter included hundreds of basis points of revenue outperformance, thousands of basis points of earnings outperformance, record free cash flow, and stronger guidance that expects acceleration as the year progresses. The critical takeaway is the impact on analysts' sentiment: upgrades and price-target increases extending the existing trends. Consensus sentiment has firmed to a Strong Buy, and the consensus price target—now forecasting new all-time highs—rose by more than 30% overnight, with the high end implying another ~25% upside. Catalysts in 2026 should include continued business strength, outperformance, stronger guidance, and the positive sentiment trend (see analysis). 
Oracle: This Market Still Hasn't Figured It Out—Oracle Is a Leading AI Provider Oracle (NYSE: ORCL) experienced significant volatility in 2025 driven by its AI-related business and market uncertainty about the company's AI positioning. Simply put, Oracle is on track to be a one-stop AI shop for enterprises. It is embedding AI throughout its stack while focusing on chip neutrality to give customers choice. Importantly, Oracle plans to provide access to all major models, GPU types, and agentic tools across hyperscale environments, enabling broad application of those models and GPUs. Another point for investors to consider is the remaining performance obligation, which increased by more than 400% in the third quarter of calendar 2025. That metric is a leading indicator—swelling and accelerating—which points to significant revenue growth as its new data centers come online. Oracle is in the process of doubling its data-center footprint, with completions expected periodically over the next four to eight quarters. 
Salesforce: A Hard Bottom Is in Play for This Agentic AI Leader Salesforce (NYSE: CRM) struggled in 2025, but a clear hard bottom emerged late in the year. While sluggishness dented market appetite, the company's results and guidance indicate acceleration in 2026, and current forecasts look too conservative. Salesforce's Einstein AI engine and Agentforce platform give businesses tools to monetize their data and to build agentic applications that streamline operations and boost efficiency. The impact of its Q3 FY2026 release was a firming of sentiment, signaling a shift in market dynamics and increasing the likelihood of a rebound. The consensus forecast, which rose incrementally after the report, still points to roughly 25% upside, with the high end adding another ~30% to that. 
Apple: The AI Outlier Apple (NASDAQ: AAPL) is often seen as an AI outlier and a latecomer because it has yet to release major AI announcements. Still, its core business remains strong: iPhone sales are outperforming, and AI is clearly part of Apple's roadmap. Rather than rushing to market, Apple appears focused on building an attractive, consumer-friendly AI experience. Siri, already enhanced by integrations like ChatGPT, is a likely vector, but Apple has multiple pathways to incorporate AI across its products. Analysts' sentiment and forecasts for Apple show a steady trend of upgrades and price-target increases in 2025, making it one of December's Most Upgraded Stocks. That consensus implies roughly 25% upside and a new all-time high. 
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