Palantir stock has pulled back from its 52-week high. However, the company’s underlying business momentum remains solid in 2026.

Micron is benefiting from an AI-driven demand. However, the surge in Micron’s stock price has pushed it well above the analysts’ consensus price target.

AMD is well-positioned for strong growth in 2026, driven by rising demand in the data center and PC markets.

Amazon is well-positioned heading into its Q4 earnings release, supported by accelerating growth in its cloud division and rising advertising revenue.

Broadcom is witnessing solid AI-driven tailwinds, but margin concerns have weighed on AVGO stock.

Palantir is set to deliver strong financial numbers in Q4 as demand for its AIP is accelerating.

Wall Street analysts are still taking a cautious stance on SOFI stock, maintaining a “Hold” consensus rating even after the company’s latest earnings report.

AMD’s EPYC processors are gaining traction in data centers, while its Instinct GPUs are benefiting from the accelerating AI demand.

While SoFi’s share price has retreated ahead of its Q4 earnings report, the company continues to execute well, delivering robust revenue growth.

Micron has entered a multi-year earnings expansion cycle driven by AI-related demand.