Global markets eye 2026 tech surges in Nvidia, Amazon, Broadcom; 2025 winners include AI hardware, gold miners; resilient equities amid Fed cuts and China recovery.
1
Wall Street Picks Nvidia for 40% Upside in 2026
Analysts rate Nvidia a 'Strong Buy' with 39 out of 41 recommendations, targeting $263.58 for 40% potential gain from AI data center dominance. The stock leads projections due to widening AI adoption across industries.
2
Amazon Set for 27% Gain on Cloud Computing Boom
Amazon earns 'Strong Buy' with 45 buy ratings and a $296.12 price target, driven by AWS growth in a cloud market projected at 16% CAGR through 2033. E-commerce supports but cloud is the key growth engine.
3
Broadcom Eyes 30% Upside from AI Infrastructure
Broadcom receives 27 'Buy' ratings with a $455.63 target, benefiting from AI spending; revenue could double per expert predictions. Semiconductor solutions position it for infrastructure wave.
4
AI Hardware Sectors Surge Triple-Digits in 2025
Micron Technology jumps 210% on high-bandwidth memory demand, Western Digital up 275%, Lam Research 150% amid AI infrastructure needs. These gains extend beyond Magnificent Seven tech leaders.
5
Gold and Miners Rally 70-180% Year-to-Date
Global gold prices rise 70% in 2025; Newmont gains over 180%, Agnico Eagle 130% as safe-haven amid tech boom. Commodities boom alongside equities.
6
Palantir and Robinhood Lead Software Retail Gains
Palantir up 157% on government contracts and data solutions; Robinhood surges 209% with rising retail trading in stocks and crypto. AI enthusiasm boosts strategic software.
7
Alphabet Tops Magnificent Seven with 60% Gain
Alphabet surges 60% in 2025 on Gemini AI and Berkshire interest, outpacing Mag 7 average of 20%. Investors favor assets with specific growth triggers.
8
Global Equities Resilient for Third Double-Digit Year
iShares MSCI All World Index on track for strong 2025 gains despite tariffs and US-China tensions. Asia leads with South Korea, Brazil, Hong Kong topping returns.
9
Fed Cuts Rates to 3.50-3.75%, More Expected in 2026
Federal Reserve delivers three 25-bp cuts since September 2025; markets price two more to 3.00-3.25%. Supports tech, liquidity in equities outlook.
10
China Core CPI Rises 1.2% Fastest Since 2024
China's core CPI excluding food/energy up 1.2% y/y in November 2025, reversing three-year decline after Beijing stimulus. Signals consumer price recovery traction.
11
S&P 500 Up 17.9%, Nasdaq 22.1% in Resilient 2025
S&P driven by earnings, tech/AI; Nasdaq by large-cap growth amid elevated investor appetite. US outperforms post-April reversal.