The Motley Fool·2026-02-02 06:27Core Insights - The market presents significant growth and value investment opportunities, particularly for stocks expected to perform well in 2026 [1] - A selection of stocks is highlighted as potential strong performers over the next few years [2] Company Summaries Taiwan Semiconductor Manufacturing (TSM) - Taiwan Semiconductor Manufacturing reported outstanding Q4 2025 earnings, with management forecasting nearly 30% revenue growth in 2026 [3] - The company anticipates its AI chip revenue will grow at a compound annual rate of nearly 60% from 2024 to 2029 [3] - Current market cap is $1.7 trillion, with a gross margin of 59.02% and a dividend yield of 0.93% [4][5] The Trade Desk (TTD) - The Trade Desk's stock has decreased by 75% from its all-time high, but it still remains a leading ad platform [6] - The company grew revenue by 18% in Q3, with Wall Street analysts projecting 16% growth for 2026 [8] - The current market cap is $15 billion, with a gross margin of 78.81% [7] Nebius (NBIS) - Nebius operates data centers equipped with advanced GPUs for AI workloads, offering a full-stack setup for clients [9] - Management forecasts significant growth, expecting annual revenue to rise from $551 million to between $7 billion and $9 billion by the end of 2026 [10] - The current market cap is $21 billion, with a gross margin of -1312.43% [10]