CES News 3 January 2026

January 18, 2026, 1:04 PM EST. AI stocks could keep driving market momentum in 2026, though gains may be more selective. Nvidia remains the core play, a leader in AI chips that power the latest workloads. TSMC benefits from broad chip demand, producing parts for Nvidia, AMD and Broadcom, so its trajectory mirrors AI growth across rivals. Amazon offers AI exposure without depending on it for most revenue, leveraging its e-commerce and cloud businesses that have shown robust expansion. Cloud providers' ongoing infrastructure spending should support chip demand and related services. Investors will watch how winners and losers emerge as the AI story matures, with the bigger picture: select names, steady execution, and a backdrop of volatility in tech.