Good morning. Artificial intelligence is stepping out of the virtual world and into the real one — and that shift is called physical AI.What does that mean? Instead of working only on computers or digital data, it enables machines to sense, think, and act in the real world. Physical AI was a key topic of discussion during a Fortune Brainstorm Tech dinner on Monday at CES 2026 in Las Vegas. Andrew Nusca, editorial director of Fortune‘s Brainstorm series and author of the Fortune Tech newsletter, hosted a fir ...

Group 1 - The article discusses the uncertainty surrounding the potential bursting of the artificial intelligence (AI) bubble and suggests investing in stocks that can benefit from AI while having a long growth runway [1] - Taiwan Semiconductor Manufacturing (TSM) is highlighted as a smart investment choice for those looking to invest in AI, as it produces crucial products for AI development and has a diverse product range [2][4] - TSM operates the largest semiconductor foundry, producing 85% of global semiconductor prototypes, and serves major clients like Nvidia and Microsoft, providing broad exposure to the AI trend [4] Group 2 - The company also manufactures semiconductors for various applications, including smartphones and autonomous vehicles, ensuring it remains relevant regardless of the AI trend [5] - TSM has a reasonable price-to-earnings (P/E) ratio of 33, making it an attractive entry point for investors seeking long-term opportunities [5] - Despite being a strong candidate for investment, TSM was not included in a list of the top 10 stocks recommended by the Motley Fool Stock Advisor, which suggests there may be other stocks with higher potential returns [6][7]

Group 1 - Alphabet (Google's parent company) reported $12.56 billion in new buys by top mutual funds, with an additional $2.37 billion worth of Google stock purchased by leading money managers in the latest report [3] - Google maintains a strong demand with a 1.6 up/down volume ratio, indicating positive market sentiment [3] - Eli Lilly, Google, and Bloom Energy are highlighted as key stocks in focus for investors [6] Group 2 - The stock market experienced significant movements, with the Dow gaining nearly 500 points and the S&P 500 reaching a new high [8] - Analysts are optimistic about Google and Nvidia, identifying them as stocks to watch for potential growth [8]

Industry Insights - Venezuela will continue supplying oil to the U.S. indefinitely, but U.S. companies are seeking guarantees on their investments [2] - The American Beverage Association criticized new dietary guidelines that dismiss no-sugar options, impacting companies reliant on processed foods and sugar-sweetened beverages [5] - Shares of Hormel, Conagra Brands, Kraft Heinz, and Mondelez traded defensively following the announcement of the new dietary guidelines [5] Company Developments - Warner Bros. has rejected Paramount's proposals again and is committed to a deal with Netflix [6] - Alphabet's market valuation has surpassed that of Apple, indicating a shift in investor sentiment [7] - Ford plans to introduce eyes-off driving technology starting with a $30,000 electric vehicle in 2028 [8] - Chevron is in discussions with the U.S. government for an expanded oil license in Venezuela [10] - Netflix's performance is overshadowed by its impact on IMAX, despite IMAX having a record box office year [11]

On Thursday, January 8, Nvidia (NASDAQ: NVDA) is seeing a modest uptick in pre-market trading, following reports that the company has introduced new upfront-payment and zero-cancellation policies for Chinese H200 customers. At the same time, one market expert is revising his Nvidia stock price target, hoping Beijing sales will improve in the near future. Namely, Stifel analyst Ruben Roy has reaffirmed his “Buy” rating on Nvidia, with a $250 price target justified by a “more optimistic tone on China.” Althou ...

Group 1 - Intel Corporation has shown an 84% gain, indicating a significant recovery under the leadership of CEO Lip-Bu Tan, following substantial investments from the Trump administration and NVIDIA totaling nearly $14 billion [1][2] - CEO Lip-Bu Tan is recognized for his successful turnaround of Cadence Design Systems, and his leadership at Intel is expected to lead to a positive transformation, although it may take time [2] - The company designs and manufactures processors, chips, memory, and related hardware, while also providing software and AI-enabled platforms, positioning itself in a competitive tech landscape [2] Group 2 - Despite the positive outlook for Intel, there are other AI stocks that may offer greater upside potential and less downside risk, suggesting a cautious approach for investors [3]

Sandisk Corporation (NASDAQ:SNDK) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer mentioned the company during the episode as he said: “When it comes to the top five performers, do you know that four of them all came from the same business? These are all data storage and memory companies. Well, they belong in the data center. In first place, there’s Sandisk, which was spun off by its old parent company in February and then went on to rally 371% after the spin was completed.” ...

Core Viewpoint - Nvidia stock experienced gains following reports that China plans to approve imports of certain H200 chips [1] Group 1 - Nvidia's stock performance is positively influenced by the potential approval of H200 chip imports by China [1]

Solution delivers secure boot, power management and system control for complex computingCHANDLER, Ariz., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) has announced the release of custom-designed firmware for its MEC1723 Embedded Controller (EC), specifically tailored to support NVIDIA DGX Spark personal AI supercomputers. The software is designed to optimize the MEC1723 EC’s capabilities for system management of AI workloads on the NVIDIA DGX platform. By focusing on firmware innova ...

CHANDLER, Ariz., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) has announced the release of custom-designed firmware for its MEC1723 Embedded Controller (EC), specifically tailored to support NVIDIA DGX Spark personal AI supercomputers. The software is designed to optimize the MEC1723 EC’s capabilities for system management of AI workloads on the NVIDIA DGX platform. By focusing on firmware innovation within its controllers, Microchip is helping to improve performance and security in ...