Nvidia Projects $500 Billion Revenue Alongside Tesla Deliveries

The artificial intelligence sector is starting 2026 with significant momentum, as experts predict a continued rise in AI stocks. Nvidia, a key player, is expected to see its share price potentially reach $250, with analysts reemphasizing its strong position. The company anticipates substantial demand for its chips, projecting $500 billion in revenue visibility from its Blackwell and Vera Rubin chips through late 2026, signaling the early stages of a major AI-powered technology revolution. This optimism is reflected in the Nasdaq Composite's recent rise, largely driven by AI tech stocks. China is also making strategic moves in the AI chip market, with Baidu's AI chip unit, Kunlunxin, confidentially filing for a Hong Kong Stock Exchange listing on January 1, 2026. This spin-off aims to enhance China's semiconductor independence and capitalize on the rapidly growing global demand for AI chips, fueled by technologies like ChatGPT. Kunlunxin, founded in 2012, has already raised 2 billion yuan and plans to use the listing to fund research and development and expand its market presence beyond Baidu, with JPMorgan analysts forecasting its chip sales to reach 8 billion Chinese yuan by 2026. Investment activity continues across the AI sector. DigitalXForce, an AI-powered Governance, Risk, and Compliance (GRC) platform, secured a $5 million strategic investment, boosting its valuation to $100 million. This funding will support global expansion and enhance its AI platform with advanced features like automated control testing. Meanwhile, Coherent Corp. is experiencing strong growth in its AI datacenter business, which increased by 23% in the first quarter of fiscal 2026, with its Optical Circuit Switch adding over $2 billion to its potential market. Other companies are also making headlines. Tesla delivered 418,227 vehicles in Q4 2025, slightly below expectations. Datavault AI Inc. saw its stock rise 22.7% in premarket trading, as investors anticipate a warrant dividend and a "Dream Bowl Meme Coin II" token distribution. BigBear.ai, an AI solutions provider for national security, announced on January 2, 2026, that it significantly improved its financial health by reducing most of its outstanding convertible debt. For investors, TipRanks' ETF AI Analyst identified three "Outperform" rated ETFs, including Goldman Sachs, Vanguard Information Technology ETF, and Fidelity MSCI Information Technology Index ETF, for attractive potential returns.

Key Takeaways

• Nvidia's share price is predicted to reach $250 in 2026, with $500 billion in revenue visibility from Blackwell and Vera Rubin chips.
• Baidu's AI chip unit, Kunlunxin, confidentially filed for a Hong Kong listing on January 1, 2026, aiming for semiconductor independence and market expansion.
• Kunlunxin has already raised 2 billion yuan and is projected by JPMorgan analysts to achieve 8 billion Chinese yuan in chip sales by 2026.
• DigitalXForce secured a $5 million strategic investment, valuing the AI GRC platform at $100 million, for global expansion and platform enhancement.
• Coherent Corp.'s AI datacenter business grew 23% in Q1 fiscal 2026, with its Optical Circuit Switch adding over $2 billion to its potential market.
• The global AI market is predicted to grow by 30.6% through 2033, driven by new AI technologies like ChatGPT.
• Tesla delivered 418,227 vehicles in Q4 2025, slightly below expectations.
• Datavault AI Inc. stock rose 22.7% in premarket trading, with investors watching a warrant dividend and token distribution.
• BigBear.ai significantly improved its financial health by reducing most of its outstanding convertible debt on January 2, 2026.
• TipRanks' ETF AI Analyst recommended three "Outperform" rated ETFs for investors on January 2, 2026, including Goldman Sachs, Vanguard Information Technology ETF, and Fidelity MSCI Information Technology Index ETF.

Baidu's Kunlunxin AI Chip Unit Seeks Hong Kong Listing

Baidu's AI chip company, Kunlunxin, has applied to list on the Hong Kong Stock Exchange. This move helps China become more independent in making semiconductors, especially with ongoing tech tensions with the U.S. Kunlunxin, founded in 2012, is shifting from mainly supplying Baidu to selling chips to other companies. It has already raised 2 billion yuan and received investment from China Mobile, showing its growing importance in the AI chip market. JPMorgan analysts predict its chip sales will reach 8 billion Chinese yuan by 2026.

Baidu's AI Chip Arm Kunlunxin Plans Hong Kong Spinoff

Baidu announced plans to spin off its AI chip company, Kunlunxin, and list its shares on the Hong Kong Stock Exchange. This move aims to show Kunlunxin's true value, attract new investors, and give it more freedom in its operations and finances. Following this news, Baidu's stock price increased by 7.5% to HK$141.30.

Baidu AI Chip Unit Kunlunxin Files for Hong Kong Listing

Baidu's AI chip division, Kunlunxin, confidentially filed an application to list on the Hong Kong stock exchange on January 1, 2026. This spin-off supports China's goal to develop its own semiconductor technology, reducing reliance on U.S. chips. Kunlunxin, started in 2012, primarily supplies Baidu but has recently expanded its sales to other customers. Baidu will keep a controlling share in the company after the listing.

Baidu's Kunlunxin AI Chip Unit Seeks Hong Kong Listing

Baidu's AI chip company, Kunlunxin, confidentially applied to list on the Hong Kong stock exchange. This move comes as the demand for AI chips is rapidly growing worldwide, fueled by new AI technologies like ChatGPT. Kunlunxin plans to raise money to fund its research and development and expand its market presence. Listing in Hong Kong will help Kunlunxin reach international investors and become more visible. Baidu is heavily investing in its chip business to rely less on foreign suppliers.

DigitalXForce Gets 5 Million Dollars Investment for AI GRC Growth

DigitalXForce, an AI-powered GRC and security platform, secured a 5 million dollar strategic investment, valuing the company at 100 million dollars. This funding will help DigitalXForce expand globally, focusing on North America, Europe, the Middle East, and APAC markets. The company will also enhance its AI platform with advanced features like automated control testing and predictive risk modeling. DigitalXForce, led by CEO Lalit Ahluwalia, was recently recognized as a Leader in the IDC MarketScape for GRC software. Its unique X-ROC™ system offers real-time risk management, replacing older GRC tools by integrating with over 200 cybersecurity technologies.

DigitalXForce Gains 5 Million Dollars to Expand AI GRC

DigitalXForce received a 5 million dollar strategic investment, boosting its value to 100 million dollars. This funding will help the company speed up its global expansion for its AI-powered Governance, Risk, and Compliance (GRC) platform. DigitalXForce plans to grow in North America, Europe, the Middle East, and APAC, and improve its AI platform with features like automated control testing. CEO Lalit Ahluwalia stated this investment confirms the market's shift towards real-time risk operations. The company's X-ROC™ system provides continuous, automated risk management, replacing older GRC tools.

Coherent Corp Sees Strong Growth in AI Datacenter Business

Coherent Corp. (COHR) is seeing significant growth in the AI and datacom markets, with its AI datacenter business increasing by 23% in the first quarter of fiscal 2026. CEO James Anderson noted high demand for 800G and 1.6T transceivers, expecting continued exponential growth in 2026. The company is producing 6-inch Indium Phosphide in Jarfalla, Sweden, crucial for next-gen AI infrastructure. Coherent's Optical Circuit Switch also adds over 2 billion dollars to its potential market. Analysts predict the global AI market will grow by 30.6% through 2033, making Coherent a strong investment.

Datavault AI Stock Rises on Warrant and Token Dividend News

Datavault AI Inc. (DVLT) stock rose 22.7% in premarket trading, reaching $0.80. Investors are watching the January 7 record date for a planned warrant dividend and a "Dream Bowl Meme Coin II" token distribution. Shareholders will receive one warrant for every 60 shares, exercisable at $5, but must hold a Dream Bowl Meme Coin II token to use them. Scilex Holding Company still owns 42.6% of Datavault AI after recent share sales. Datavault AI will also showcase its WiSA and other technologies at CES 2026 in Las Vegas.

China's AI Excitement Begins 2026 with Chip IPO

China's strong interest in artificial intelligence has started 2026 with a bang. A chip maker's initial public offering in China has created new excitement around AI. This event suggests that the high demand for AI technology will continue this year.

AI Stocks Expected to Rise in 2026 Nvidia Price Target 250

AI stocks are predicted to rise again in 2026, with Nvidia's share price potentially reaching $250. Experts believe we are in the early stages of a major AI-powered technology revolution that will change many industries. Key developments expected in 2026 include more AI agents, Nvidia's new Vera Rubin chip, and advances in physical AI like self-driving cars. Nvidia expects high demand for its chips, with 500 billion dollars in revenue visibility from its Blackwell and Vera Rubin chips through late 2026. This strong outlook supports the optimistic forecast for AI stocks.

Nasdaq Composite Rises as AI Tech Stocks Lead Market

The Nasdaq Composite saw a rise today as technology stocks, especially those in the AI sector, led the market. Tesla delivered 418,227 vehicles in Q4 2025, slightly below expectations. Morgan Stanley became more positive on Micron Technology, expecting tighter memory markets in 2026. MicroStrategy's stock gained nearly 6% despite Bitcoin's drop affecting its Q4 performance. Analysts named Taiwan Semiconductor a top pick and reemphasized Nvidia, highlighting continued strong interest in AI-related companies.

AI Analyst Recommends Three Top ETFs for Investment

On January 2, 2026, TipRanks' ETF AI Analyst identified three top-performing ETFs for investors. These "Outperform" rated ETFs offer attractive potential returns. The recommended funds include Goldman Sachs, Vanguard Information Technology ETF, and Fidelity MSCI Information Technology Index ETF. This analysis helps investors navigate the many ETF options available in the market.

BigBear.ai Reduces Debt to Strengthen Company Finances

BigBear.ai (NYSE: BBAI), a company providing AI solutions for national security, announced on January 2, 2026, that it has greatly improved its financial health. The company successfully reduced most of its outstanding convertible debt. This move will significantly strengthen BigBear.ai's balance sheet.

Sources

• Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China
• Baidu AI chip arm Kunlunxin files for landmark Hong Kong spinoff
• Baidu’s AI chip arm Kunlunxin files confidentially for Hong Kong listing
• Baidu’s AI Chip Unit Kunlunxin Plans Hong Kong Listing
• DigitalXForce Secures $5M Strategic Investment, Hits $100M Valuation to Accelerate Global Expansion of AI-Powered GRC
• DigitalXForce Secures $5M Strategic Investment, Hits $100M Valuation to Accelerate Global Expansion of AI-Powered GRC
• Does Coherent's Product Portfolio Make It the Ultimate AI-Stock?
• Datavault AI stock jumps premarket as DVLT traders focus on Jan. 7 warrant dividend clock
• China’s AI Frenzy Kickstarts 2026. What It Means for U.S. Tech Stocks.
• Prediction: AI stocks will rise again in 2026 and Nvidia’s share price will soar to this level
• Live Nasdaq Composite: Tech Takes Lead as AI Trade Shines
• 3 Best ETFs to Invest In, According to AI Analyst, 1/2/2026
• BigBear.ai to Strengthen Balance Sheet Through Significant Debt Reduction