While US stocks (^DJI, ^IXIC, ^GSPC) are broadly rising in Tuesday’s session — powered by the Dow’s rise above 49,000 points — these gains are showing up for select AI and tech names such as Nvidia (NVDA) and Advanced Micro Devices (AMD). Nvidia CEO Jensen Huang and AMD CEO Lisa Su showcased their respective companies’ newest AI projects and partnerships in presentations at CES 2026 this week.
AlphaCore Wealth Advisory chief investment strategist David Stubbs sits down with Josh Lipton to expand upon the momentum he continues to see within the AI trade.
Next, The AI trade will evolve in 2026, Bessemer Venture Partners partner Byron Deeter argues. Whereas in 2025, the focus was AI hardware coming from companies like Nvidia (NVDA) and AMD (AMD), in 2026, Deeter says it will shift to software
To watch more expert insights and analysis on the latest market action, check out more on our website: https://finance.yahoo.com/
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