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Monday, January 5, 2026
Millions Facing 2026 Insurance Shock as ACA Subsidies Expire
RUBIO : Il s’agit de notre continent, et le président Trump ne permettra pas que notre sécurité soit compromise
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Protect Your Bank Account with THESE 4 Simple Steps
Dear Reader,
Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide.
It will give them unprecedented powers to control your bank account.
They could closely track every transaction.
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Unless you protect yourself today. Fortunately, there are 4 simple steps you can take to safeguard your savings.
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| Martin D. Weiss, PhD |
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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Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company
Dear Reader,
Peter Thiel just bet $1 Billion on it.
And you can get exposure — pre-IPO — through a 4-letter ticker symbol revealed in this free briefing.

FDA Approves Novo Nordisk's Wegovy Pill: A Game Changer for 2026
Author: Leo Miller. Article Published: 12/31/2025.
What You Need to Know
- Novo Nordisk shares have come under immense pressure in 2025, losing more than a third of their value.
- However, the company scored a huge win at the end of the year as U.S. regulators approved its weight-loss drug Wegovy in pill form.
- The new drug could help change NVO's fortunes in 2026. However, Eli Lilly remains close on its tail.
After a year that was anything but smooth sailing, pharmaceutical giant Novo Nordisk A/S (NYSE: NVO) is closing out 2025 on a brighter note. Shares jumped about 7% on Dec. 23 after markets reacted to the U.S. Food and Drug Administration's (FDA) approval of Novo's oral Wegovy pill.
Despite that rally, Novo shares posted a total return of roughly -40% for 2025 as of the Dec. 30 close. The FDA approval, however, could catalyze stronger performance for NVO stock in 2026. Below we review the challenges Novo faced in 2025 and provide an updated outlook for the stock.
Q3 2025 Shows How Fast the Growth Narrative Changed
Trump just signed it (Ad)
A recent policy development is drawing attention from income-focused investors.
According to one analyst, changes behind the scenes may be opening the door to new cash-flow opportunities designed to generate regular monthly income — without requiring investors to pick individual stocks or predict market direction. In a new briefing, he explains how the structure works and what investors should understand before considering it.
Context is key. Novo took the weight-loss market by storm in 2021 with Wegovy (semaglutide). Tracking the company's sales growth over recent years shows how that narrative evolved.
Novo's Q3 2025 results are the company's most recent release, so we'll compare Q3 sales growth from 2021 through 2025.
Novo's Q3 Sales Growth by Year
- 2021: 15%
- 2022: 28%
- 2023: 29%
- 2024: 21%
- 2025: 5%
After accelerating through 2023, sales growth collapsed in 2025. The inflection point came in November 2023, when the FDA approved Eli Lilly and Company's (NYSE: LLY) weight-loss drug Zepbound (tirzepatide). Zepbound helped drive Lilly's total sales growth of 54% in Q3 2025—a stark contrast to Novo's 5% figure.
By February 2025, Lilly had overtaken Novo in U.S. market share for the incretin-analogs category (see slide 10 of Lilly's Q3 earnings). "Incretin analogs" is a blanket term for GLP-1 and related drugs. Since then, Lilly's lead has grown, in part because injectable tirzepatide is roughly 50% more effective at inducing weight loss than injectable semaglutide. Novo's oral option, however, may help the company regain momentum.
NVO's Pill: Potential First Mover and Efficacy Advantages Over LLY
Oral weight-loss drugs are a new front in the competition between Novo and Lilly. Both companies want to reach patients averse to injectables and benefit from lower manufacturing costs. The FDA approval of oral Wegovy gives Novo several advantages.
First, Novo has a head start: it expects to begin selling the pill in January 2026. Lilly's oral candidate, orforglipron, is not yet approved; most analysts expect FDA action no earlier than late March. That timing should give Novo several months to capture oral-GLP-1 patients.
Second, efficacy data favor Novo. Novo's oral Wegovy showed average weight loss of 16.6% after 64 weeks, compared with Lilly's report that orforglipron patients lost an average of 12.4% after 72 weeks.
Accounting for placebo effects and patient dropouts narrows the gap—adjusted figures are about 11.2% weight loss for oral Wegovy versus roughly 9.1% for orforglipron.
Still, oral Wegovy produced greater weight loss in a shorter time frame. That could lead patients to remain on Novo's treatment after orforglipron launches and make physicians more likely to prescribe Novo's pill to new patients.
What FDA Approval of the Wegovy Pill Changes for 2026
Novo needs a product that can reaccelerate growth, and oral Wegovy could be precisely that. With shares down sharply, a solid rebound in 2026 would not be surprising.
Long-term success, however, will depend on continuing to deliver improved weight-loss therapies. One late-stage candidate, CagriSema, produced average weight loss of 22.7% at 68 weeks and could play an important role.
Overall, the outlook for Novo shares appears skewed to the upside, but oral Wegovy's sales performance in 2026 will be a key test of the company's ability to keep pace with Lilly over the long term.
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Sunday, January 4, 2026
The 3 AI stocks poised to join MAG 7’s trillion-dollar club:
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