Yahoo Finance -

: While AI remains a central theme, analysts predict the "boom" will become more selective in 2026, rewarding companies with clear utilization and profit-generating capabilities rather than just capacity . Emerging Growth Plays :

: Recently joined the $2 trillion club and is seen as a major player in both AI chips and networking . yahoo finance

: Expected to be among the best performers in 2026, potentially driven by a "SpaceX IPO vortex" . : While AI remains a central theme, analysts

: Wall Street’s median forecast for year-end 2026 is approximately 7,650, implying an 8% upside from current levels . yahoo finance

: Markets are closely watching the Federal Reserve, which is expected to stand pat this week due to ongoing uncertainty from the conflict in Iran .