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This Month's Exclusive Story 5 Stocks Set to Start Strong in January and Lead Through 2026Author: Thomas Hughes. Article Posted: 12/29/2025. 
In Brief - 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 are good candidates to buy and hold into 2026. The critical factors for each are their positions in the AI ecosystem and the signals coming out of 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 into 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 should grow. MI450 is AMD's AI-specific GPU lineup, including rack-scale solutions. The rack-scale capability is the key hurdle for many customers today and the main avenue for unlocking pent-up GPU demand. JC Parets has spent more than 20 years tracking the market's most important technical signals, and he's now warning that a key date on the calendar could mark the next major turning point for stocks. After calling the 2008 crash, the 2020 collapse, and the exact bottom in 2022, he's sounding the alarm again — and he's sharing the specific day he believes investors need to prepare for. See JC's latest market forecast here At present, NVIDIA (NASDAQ: NVDA) is the only GPU provider with true rack-scale solutions. When AMD launches MI450, it will move from a niche position to being a direct competitor to NVIDIA and could drive a triple-digit surge in revenue growth, likely sustained for several quarters. 
Micron: The NVIDIA of AI Memory Chips Micron's (NASDAQ: MU) Q1 fiscal 2026 (FY2026) earnings confirmed its leadership in memory for AI. The quarter delivered hundreds of basis points of revenue outperformance, thousands of basis points of earnings outperformance, record free cash flow, and upbeat guidance that expects acceleration as the year progresses. The critical takeaway is the effect on analysts' sentiment: upgrades and price-target increases that extend existing trends. The consensus rating has firmed to a Strong Buy, and the consensus price target — which points to new all-time highs — rose by more than 30% overnight. The high end of that range implies roughly another 25% upside versus the new target. Catalysts in 2026 should include continued business strength, outperformance, stronger guidance, and the improving sentiment trend. 
Oracle: This Market Still Hasn’t Figured It Out—Oracle Is a Leading AI Provider Oracle's (NYSE: ORCL) stock was volatile in 2025 as the market tried to price its AI strategy. The reality is Oracle is positioning itself as a one-stop AI shop for enterprises — embedding AI throughout its stack while remaining chip-neutral to give customers choice. The key point is that Oracle will provide access to all major models, GPU types, and agentic tools across hyperscale environments, enabling practical applications of those models. Another factor for investors to consider is the remaining performance obligation, which rose more than 400% in the third quarter of calendar year 2025. That metric is a leading indicator — swelling and accelerating — and points to significant revenue gains as Oracle's data centers come online. Oracle is 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) stock struggled in 2025, but a clear hard bottom emerged late in the year. While short-term sluggishness weighed on sentiment, results and guidance point to acceleration in 2026, and current forecasts look too conservative. The company's Einstein AI engine and Agentforce platform help businesses mine and monetize data and build agentic applications that streamline operations and improve efficiency. The Q3 FY2026 report reinforced that view, firming sentiment and increasing the likelihood of a rebound. The consensus forecast moved up slightly after the report and points to roughly 25% upside, with the high end adding another 30% on top of that. 
Apple: The AI Outlier Apple (NASDAQ: AAPL) is an AI outlier and often viewed as a latecomer because it has not yet released headline AI products. Still, its core business remains strong, iPhone sales are outperforming, and AI is clearly a major focus going forward. Rather than rush to market, Apple appears to be building a more polished, consumer-friendly AI experience. Siri — already enhanced by ChatGPT integrations — is an obvious candidate, but Apple has multiple vectors to pursue for broader consumer AI features. Analysts' sentiment and forecasts show a steady pattern of upgrades and price-target raises in 2025, making Apple one of December's Most Upgraded Stocks. The consensus implies roughly 25% upside and the potential for a new all-time high. 
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