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5 Stocks Set to Start Strong in January and Lead Through 2026
Authored by Thomas Hughes. Originally Published: 12/29/2025.
Key Takeaways
- The AI bubble hasn't burst; it's still growing and will drive stocks higher in 2026.
- AI spending is reflected in stocks adjacent to NVIDIA, providing competition, infrastructure, and services.
- The stocks on this list present value to investors and are forecast to deliver double-digit upside in 2026.
2025 is quickly coming to an end, which means it's time to look ahead to January 2026 and the stocks most likely to pop. Because it's the first month of the year and trends suggest these names will continue moving higher throughout 2026, they are also good candidates to buy and hold through the end of next year. The critical factors for each are their positions in the AI ecosystem and the values presented in Q4 2025. Here's a look at why.
Advanced Micro Devices on the Brink of a Seismic Shift
Advanced Micro Devices (NASDAQ: AMD) is a compelling buy in January and for 2026 thanks to the impending launch of its MI450 product. The launch isn't expected until the back half of the year; however, between now and then existing business is accelerating, profitability is improving, and the deal pipeline for MI450 products should grow. What is MI450? It is AMD's AI-specific GPU lineup, including rack-scale solutions. The rack-scale capability matters because it is the current hurdle for many customers and the key to unlocking pent-up GPU demand.
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As it stands, NVIDIA (NASDAQ: NVDA) is the only GPU provider with rack-scale solutions. When AMD launches MI450, it will immediately move into a direct competitive position with NVIDIA — rather than occupying a niche role — and could drive a triple-digit surge in revenue growth likely sustained for several quarters.
Micron: The NVIDIA of AI Memory Chips
Micron (NASDAQ: MU) confirmed its role as the NVIDIA of memory chips in its Q1 fiscal 2026 (FY2026) earnings release. The quarter delivered hundreds of basis points of revenue outperformance, thousands of basis points of earnings outperformance, record free cash flow, and stronger-than-expected guidance, including an expectation for acceleration as the year progresses.
The critical takeaway is the impact on analysts' sentiment: upgrades and higher price targets that extend the current trends. Consensus sentiment has firmed to a Strong Buy, and the consensus price target — which implies new all-time highs — rose more than 30% overnight. The high end of the range points to another roughly 25% upside. Catalysts in 2026 will likely include continued business strength, ongoing outperformance, raised guidance, and the improving sentiment trend.
Oracle: This Market Still Hasn't Figured It Out—Oracle Is a Leading AI Provider
Oracle (NYSE: ORCL) experienced considerable volatility in 2025 driven by its AI-related business and market uncertainty about its AI strategy. The reality is Oracle is positioning itself as a one-stop AI shop for enterprises. It is embedding AI throughout its stack and focusing on chip-neutrality to give customers choice.
Importantly, Oracle will provide access to all major models, multiple GPU types, and agentic tools across hyperscale environments, enabling broad applications of those models. Another key metric for investors is the remaining performance obligation, which increased by more than 400% in the third quarter of calendar 2025. That metric is a leading indicator — it is swelling and accelerating — and points to meaningful revenue growth as Oracle's data centers come online. Oracle is in the process of doubling its data-center footprint, with completions expected periodically over the next four to eight quarters.
Salesforce: A Hard Bottom Is in Play for This Agentic AI Leader
Salesforce (NYSE: CRM) struggled through 2025, but a hard bottom emerged late in the year. While near-term sluggishness dented market appetite, results and guidance point to acceleration in 2026, and current forecasts look too conservative.
Its Einstein AI engine and Agentforce platform help businesses mine and monetize their data and build agentic applications that streamline operations and improve efficiency.
The Q3 FY2026 earnings release firmed sentiment and signaled a shift in market dynamics, increasing the likelihood of a rebound. The consensus forecast ticked up after the report and points to roughly 25% upside, with the high end adding about 30% to that figure.
Apple: The AI Outlier
Apple (NASDAQ: AAPL) is an AI outlier — a latecomer that has yet to announce major AI initiatives — but its core business remains strong. iPhone sales are outperforming expectations, and AI features are clearly in Apple's roadmap.
Rather than rushing products to market, Apple appears to be focused on developing polished, consumer-friendly AI applications. Siri is the obvious vector and has already been enhanced by integrations like ChatGPT, but Apple has multiple paths to deploy AI across its ecosystem.
Analyst sentiment and forecasts trended upward through 2025 with steady upgrades and price-target raises, making Apple one of December's Most Upgraded Stocks. Consensus estimates suggest roughly 25% upside and a potential new all-time high.
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