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Today's Bonus Story 5 Stocks Set to Start Strong in January and Lead Through 2026Authored by Thomas Hughes. Published: 12/29/2025. 
Key Points - 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.
As 2025 winds down, it's time to look ahead to January and the stocks most likely to pop. Because January sets the tone for the year and trends suggest these names will continue moving higher through 2026, they are also worth buying and holding throughout the year. 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; however, between now and then existing business is accelerating, profitability is improving, and the deal pipeline for MI450 products will widen. What is MI450? It is AMD's AI-specific GPU lineup, including rack-scale solutions. That rack-scale capability matters because it's the key hurdle for many buyers today and the catalyst for unlocking pent-up GPU demand. A little-known government process has recently concluded after decades of work, drawing new attention to a significant U.S. resource claim that few investors are aware of.
In a new briefing, a market analyst explains what this development involves, why it matters under U.S. law, and how some investors are exploring ways to position themselves early. The presentation focuses on context, implications, and what to understand before taking any action. See the full briefing here As it stands, NVIDIA (NASDAQ: NVDA) is the only GPU provider with rack-scale solutions. When AMD launches MI450, it will move into a new position as NVIDIA's direct GPU competitor rather than a niche provider, and could drive a triple-digit surge in revenue growth, likely sustained for several quarters. 
Micron: The NVIDIA of AI Memory Chips Micron (NASDAQ: MU) reinforced 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 anticipates acceleration as the year progresses. The key takeaway is the impact on analysts' sentiment, which has driven upgrades and price-target increases that extend existing trends. The consensus has firmed to a Strong Buy, while the consensus price target—which points to new all-time highs—increased by more than 30% overnight, with the high end implying roughly another 25% upside. Catalysts in 2026 will likely include continued business strength, outperformance, favorable guidance, and the sentiment trend. 
Oracle: This Market Still Hasn’t Figured It Out—Oracle Is a Leading AI Provider Oracle (NYSE: ORCL) saw significant stock volatility in 2025 driven by its AI-related business and market uncertainty about its AI positioning. The simple reality is Oracle is on track to be a one-stop AI shop for enterprises, embedding AI throughout its stack while remaining chip-neutral to provide choice for customers. Importantly, Oracle will offer access to all major models, multiple GPU types, and agentic tools across hyperscale environments, enabling broad application deployment. Another factor for investors to consider is the remaining performance obligation, which rose by more than 400% in Q3 of calendar 2025. It's a leading indicator that points to significant revenue expansion as its 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 hard bottom became evident late in the year. Although sluggishness reduced market appetite, results and guidance point to acceleration in 2026, and current forecasts look too low. The company's Einstein AI engine and Agentforce platform provide tools that help businesses mine and monetize data and 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 a higher likelihood of a rebound. The consensus forecast, which ticked up after the report, implies roughly 25% upside, with the high end adding about 30% to that. 
Apple: The AI Outlier Apple (NASDAQ: AAPL) is often viewed as an AI outlier and a latecomer, since it has not released major AI announcements yet. Still, its core business remains strong, iPhone sales are outperforming, and AI is clearly on the company's roadmap. Rather than rush to market, Apple appears to be focused on building an attractive, consumer-ready AI experience. Siri is an obvious front-runner—already enhanced by ChatGPT integrations—but there are other avenues the company could pursue. Analysts' sentiment and forecasts show a steady trend of upgrades and price-target raises in 2025, making Apple one of December's Most Upgraded Stocks. The consensus points to roughly 25% upside and a new all-time high. 
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