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Schwab Network

AI Recovery Kicks Off 2026, Data Center & Power Stories Big This Year

12 min2 januari 2026

Kevin Green likes the technicals heading into the first trading day of 2026. He points to a recovery in AI storage names like Micron (MU) and a bounce back in chipmakers like Nvidia (NVDA) as positive momentum drivers. For stories to keep on the radar in 2026, KG urges investors pay attention to the data center and power narratives. As for commodities, he says silver is undergoing a likely "blow off top" shift in trading.


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