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AI CapEx is building on AI's 'evolution,' rather than AI fatigue
Market Intelligence Analysis
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Why This Matters
US stocks are rising, driven by AI and tech names such as Nvidia and AMD, following presentations at CES 2026 showcasing their latest AI projects and partnerships.
Market Impact
Market impact analysis based on bullish sentiment with 85% confidence.
Sentiment
Bullish
AI Confidence
85%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
While US stocks (^DJI, ^IXIC, ^GSPC) are broadly rising in Tuesday's session — powered by the Dow's rise above 49,000 points — these gains are showing up for select AI and tech names such as Nvidia (NVDA) and Advanced Micro Devices (AMD). Nvidia CEO Jensen Huang and AMD CEO Lisa Su showcased their respective companies' newest AI projects and partnerships in presentations at CES 2026 this week. AlphaCore Wealth Advisory chief investment strategist David Stubbs sits down with Josh Lipton to expand upon the momentum he continues to see within the AI trade. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Original article published by
Unknown
on January 7, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.