nvidia, openai and amazon Updates

Optimism surrounding artificial intelligence continues to drive significant activity across the tech sector, with chip stocks experiencing a notable surge. On January 6, 2026, the PHLX chip index reached an all-time high, gaining approximately 8% in the first three trading sessions of the year. This momentum was fueled by Nvidia CEO Jensen Huang's announcement at the Consumer Electronics Show (CES) regarding upcoming AI processors featuring new storage technology. Companies like SanDisk, Western Digital, Seagate Technology, and Micron Technology also saw their stocks hit record highs, reflecting strong investor confidence in AI's future. The demand for AI infrastructure is clearly accelerating. Foxconn CEO C.C. Wei confirmed at CES that shipments of AI server racks, which house Nvidia's powerful AI chips, are increasing, with more expected in 2024 than in 2023. This growth benefits companies like Ciena, which reported strong fiscal fourth-quarter results and now sees AI-focused webscale customers making up 42% of its sales. Ciena, evolving into a core optical networking supplier for hyperscale cloud and AI infrastructure with technologies like WaveLogic 6, is even considered a candidate for S&P 500 inclusion by early 2026. Bank of America also highlighted Credo Technology Group Holding as a top semiconductor company crucial for high-speed connectivity in AI data centers, reporting Q2 FY2026 revenue of US$268.03 million. Enterprise AI adoption and specialized applications are also expanding rapidly. Zeta Global saw its shares jump nearly 9% after announcing a partnership with OpenAI to power Athena, a new marketing AI agent unveiled at CES 2026. TD SYNNEX launched its "AI Game Plan" to help partners boost AI adoption, reaffirming its fiscal 2025 guidance and projecting $66.8 billion in revenue by 2028. In the healthcare sector, Tempus AI plans to file its xT and xR tests for FDA approval this year, aiming to make pharmaceutical R&D more efficient and broaden the commercial use of its AI-driven oncology tests, projecting $2.1 billion in revenue by 2028. OmicInsight also secured new investment to accelerate its AI-driven diagnostics and multi-omics platform. Major tech players are making significant moves in the AI space. Amazon recently launched a new AI model on Alexa.com and is making strides with warehouse robots, potentially benefiting from a "ChatGPT moment" in physical AI and robotics. Apple is also poised to gain from an AI rebound, with rumors suggesting the development of a desktop robot, leveraging its impressive silicon capabilities. Advanced Micro Devices (AMD) is actively making strides in AI chips, aiming to capture a significant market share. Furthermore, Truist analysts identified Duolingo as a top AI stock, highlighting its innovative use of AI in personalized learning experiences, underscoring AI's transformative impact across various sectors.

Key Takeaways

• Chip stocks, including Nvidia, SanDisk, Western Digital, Seagate Technology, and Micron Technology, surged on January 6, 2026, with the PHLX chip index gaining approximately 8% in early 2026.
• Nvidia CEO Jensen Huang announced new AI processors with advanced storage at CES, while Foxconn expects increased shipments of Nvidia AI server racks in 2024 compared to 2023.
• Zeta Global partnered with OpenAI to launch Athena, a new marketing AI agent, at CES 2026, leading to a nearly 9% jump in Zeta shares.
• Ciena reported strong Q4 results, with AI-focused webscale customers now accounting for 42% of its sales, and is considered a candidate for S&P 500 inclusion by early 2026.
• Bank of America named Credo Technology Group Holding a top AI data center stock, citing its crucial role in high-speed connectivity and Q2 FY2026 revenue of US$268.03 million.
• Navitas Semiconductor is shifting its focus to high-power AI data centers, EVs, and industrial power, moving away from lower-power consumer segments.
• TD SYNNEX launched its "AI Game Plan" to boost AI adoption among partners, reaffirming its fiscal 2025 guidance and projecting $66.8 billion in revenue by 2028.
• Tempus AI plans to file its xT and xR tests for FDA approval this year, aiming to enhance pharmaceutical R&D and expand AI-driven oncology care, projecting $2.1 billion in revenue by 2028.
• Amazon launched a new AI model on Alexa.com and is advancing warehouse robots, while Apple is rumored to be developing a desktop robot, positioning both for AI and robotics growth.
• Advanced Micro Devices (AMD) is making significant strides in AI chips, and Truist highlighted Duolingo for its innovative use of AI in personalized learning experiences.

TD SYNNEX launches AI Game Plan reaffirms 2025 goals

TD SYNNEX recently reaffirmed its full-year and fourth-quarter fiscal 2025 guidance. The company also rolled out its "AI Game Plan" program to help partners boost AI adoption. This plan aims to tap into the AI-driven hardware refresh cycle. TD SYNNEX projects $66.8 billion in revenue and $914.7 million in earnings by 2028. This move highlights the company's focus on deepening its role in AI and cloud services.

Tempus AI seeks FDA approval for its smart tests

Tempus AI plans to file its xT test for FDA approval this year, with its xR test to follow. TD Cowen reaffirmed its Hold rating on the company, noting Tempus AI's strong data assets and AI capabilities. These efforts aim to make pharmaceutical research and development more efficient. They also seek to broaden the commercial use of its AI-driven tests in oncology care. Tempus AI projects $2.1 billion in revenue and $295.0 million in earnings by 2028.

Navitas Semiconductor shifts focus to high power AI markets

Navitas Semiconductor is shifting its focus to higher power markets like AI data centers, EVs, and industrial power. The company is moving away from lower power consumer segments, including China mobile. Management expects about US$7.0 million in revenue for Q4 2025 due to this change. This pivot aims to replace declining legacy revenue with higher value projects. Navitas projects $129.8 million in revenue and $18.3 million in earnings by 2028.

Ciena boosts AI webscale sales eyes S&P 500 inclusion

Ciena reported strong fiscal fourth-quarter results, exceeding forecasts. The company saw a large increase in AI-focused webscale customers, which now make up 42% of its sales. Ciena is evolving into a core optical networking supplier for hyperscale cloud and AI infrastructure, using technologies like WaveLogic 6. Many observers view Ciena as a candidate for S&P 500 index inclusion in early 2026. Ciena's fiscal Q4 2025 revenue was US$1,351.98 million, and it projects $6.5 billion revenue and $590.5 million earnings by 2028.

Bank of America names Credo Technology a top AI data center stock

Bank of America highlighted Credo Technology Group Holding as a top semiconductor company to benefit from the AI infrastructure buildout. Credo is seen as crucial for high-speed connectivity in AI data centers. The company reported strong Q2 FY2026 results with US$268.03 million in revenue and US$82.64 million in net income. Credo also provided Q3 revenue guidance of US$335.0 million to US$345.0 million. The company projects $1.0 billion in revenue and $314.5 million in earnings by 2028.

Chip stocks soar on AI news Dow reaches new high

Chip stocks jumped on January 6, 2026, driven by strong optimism about artificial intelligence. Nvidia CEO Jensen Huang announced upcoming AI processors with new storage technology at the Consumer Electronics Show. This news caused SanDisk, Western Digital, Seagate Technology, and Micron Technology to hit record highs. The PHLX chip index also reached an all-time high, gaining about 8% in the first three trading sessions of 2026. The Dow Jones Industrial Average ended the day at a record high, while investors await upcoming jobs data and earnings season.

Zeta Global stock jumps after OpenAI partnership for Athena AI

Zeta Global shares jumped nearly 9% after announcing a partnership with OpenAI. This collaboration will power Athena, Zeta Global's new marketing AI agent, unveiled at CES 2026. Athena aims to answer marketing questions and recommend actions for teams, with a full launch planned by the end of the first quarter. The news also fueled speculation of a short squeeze due to high short interest in Zeta Global stock. Other chip-linked shares also moved higher, showing renewed investor interest in AI themes.

Nvidia stock rises as Foxconn boosts AI server shipments

Nvidia stock rose after its Taiwanese partner Foxconn announced increasing shipments of AI server racks. Foxconn CEO C.C. Wei stated at the Consumer Electronics Show that demand for these racks, which house Nvidia's powerful AI chips, remains strong. He expects Foxconn to ship more AI server racks in 2024 than in 2023. This is positive news for Nvidia, as its AI chips are in high demand due to the rapid growth of artificial intelligence. Nvidia's stock gained 1.4% in premarket trading and has surged 230% over the past year.

OmicInsight gets major investment to boost AI multi-omics platform

OmicInsight secured a new investment round led by LOTTE Holdings, with participation from Adelphi Ventures. This capital injection will accelerate OmicInsight’s business roadmap, including expanding its AI-driven diagnostics. The funding will also support premium subcellular-level multi-omics analysis at scale. Dr. Joon Paek from LOTTE Holdings believes OmicInsight’s spatial omics imaging technology and AI platform will greatly impact the pharmaceutical industry. Co-CEOs Dr. Josh Ryu and Jae Won Kim aim to expand partnerships and provide proprietary technology for end-to-end drug discovery.

Two big tech stocks to watch for AI rebound

Amazon could be a big winner in 2026 if physical AI and robotics have a "ChatGPT moment." The company recently launched a new AI model on Alexa.com and is making significant strides with warehouse robots. Apple is another major tech company that could benefit from a rebound in the AI trade. Rumors suggest Apple is developing a desktop robot, and its impressive silicon positions it well for the rise of robotics. Both Amazon and Apple aim to deliver new AI innovations, potentially leading to increased stock value.

Memory stocks soar as AI demand drives growth

Memory and storage stocks, including Micron and SanDisk, continued to rise sharply on Tuesday. This surge is due to the booming demand for artificial intelligence technologies. Key drivers include better-than-expected quarterly results and high demand from data centers and GPUs, which are leading to shortages. Cloud service providers are also showing unexpected increases in memory demand. Nvidia holds a strategic advantage in procuring large quantities of DRAM and HBM, despite rising prices.

Truist names Duolingo and others as top AI stocks

Truist analysts believe artificial intelligence will be a transformative force for the economy. They identified Duolingo and five other stocks as strong contenders to benefit from the ongoing AI revolution. Duolingo, the popular language-learning app, is highlighted for its innovative use of AI in personalized learning experiences and content creation. Analysts expect this to drive the company's future growth. The report suggests AI's impact will extend across various sectors, creating new efficiencies and reshaping business models.

Analysts pick three semiconductor stocks for AI supercycle

Analysts have identified three semiconductor stocks poised to benefit from the ongoing AI supercycle. While Nvidia is the undisputed leader in the AI chip market, its high demand creates opportunities for other companies. Advanced Micro Devices AMD is making strides in AI chips and could capture a significant market share. Taiwan Semiconductor Manufacturing Company TSM is essential as the world's largest contract chip manufacturer. Broadcom AVGO is strong in networking and connectivity chips, which are crucial for AI infrastructure.

Sources

• What TD SYNNEX (SNX)'s New AI Game Plan and 2025 Guidance Reaffirmation Means For Shareholders
• How Investors May Respond To Tempus AI (TEM) Pursuing FDA Pathways For Its AI-Driven Tests
• Is Navitas Semiconductor (NVTS) Trading Near-Term Revenue For Higher-Value AI Power Leadership?
• How Ciena’s AI Webscale Surge And S&P 500 Prospects At Ciena (CIEN) Has Changed Its Investment Story
• How Bank of America’s AI Data‑Center Call On Credo Technology Group (CRDO) Has Changed Its Investment Story
• Chip stocks jump on AI optimism; Dow ends at record high
• Zeta Global stock jumps on OpenAI partnership, fueling short-squeeze chatter in AI trade
• Nvidia Stock Gains. Why Foxconn Brings Good AI News for the Chip Maker.
• OmicInsight Secures Strategic Investment Led by LOTTE Holdings to Accelerate AI-Powered Multi-Omics Platform
• 2 Stocks to Watch if the AI Trade Rebounds
• Micron, Sandisk, memory stocks continue to soar amid AI demand
• AI Is ‘Transformative’ for Economy. Duolingo and 5 Other Stocks to Play the Shift.
• 3 semiconductor stocks to play the AI supercycle, according to analysts