Despite increased competition, Nvidia remains the leader in AI chips. TSMC will continue to benefit from the AI infrastructure boom.
Source: https://www.fool.com/investing/2025/12/10/leading-tech-stock…
When it comes to artificial intelligence (AI) and quantum computing, large and mega-cap stocks have captured the majority of investor attention. All of the Magnificent Seven companies play some role in AI, from NVIDIA’s NASDAQ: NVDA advanced chips to Tesla’s NASDAQ: TSLA pursuit of autonomous driving.
Investors are hoping for a Santa Rally — the seasonal year-end surge that has historically delivered positive returns. Although macro conditions – including rate cuts and easing inflation – are supportive of a rally, holiday euphoria could put gains at risk if investors bet on weak stocks. Seeking Alpha’s Quant Ratings provide data-driven, unemotional assessments of stocks, which can help prevent investors from getting hurt by holiday excesses.
Vistra has more pricing power than many utility companies. It’s poised to benefit from a surge in energy demand from data centers.
