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The Second Wave of AI: New Leaders for 2026
5 articles I'm watching carefully
Tyler Dupont ![]() Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
The Second Wave of AI: New Leaders for 2026
AI has shifted from hype to heavy infrastructure, with Broadcom, Marvell, Oracle, Palantir, and Arista emerging as key winners. As markets move into 2026, investors are focused on companies powering AI factories, fast networks, and enterprise AI software.
Cramer Says Nvidia Demand Remains Strong
Jim Cramer says Nvidia has a long line of customers despite worries about China sales and AI slowdown. He highlights its new deal with Groq and upcoming Vera Rubin chips as signs demand and innovation remain strong.
Quantum Stocks Slip as CES 2026 Looms
Quantum stocks like IonQ, Rigetti, and D-Wave are sliding to start 2026 after huge 2025 gains. Investors want real commercial progress, making CES 2026 a key test for whether these companies can turn lab advances into real revenue.
🪙 Crypto
Crypto’s Big Year Turns Into Another Bust
Crypto soared early in 2025 on pro-crypto policies and hype, then crashed after tariff fears and heavy leveraged bets triggered a sharp selloff. Bitcoin is still far below its peak, and the industry is split between hopes of maturity and warnings of another risky cycle.
🌎 Global Economy
Global Growth Holds Up Despite U.S. Slowdown
Economists say the world economy stayed stronger than expected in 2025 even as U.S. growth slowed due to tariffs, low immigration, and policy uncertainty. Europe, Japan, and China all beat forecasts, and milder U.S. tariffs in 2026 could support global growth.
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