Published: Jan. 9, 2026 at 11:40 a.m. ET
When looking for the best ways to play the ongoing semiconductor boom this year, investors might not want to overthink things.
When Mizuho analyst Vijay Rakesh put out his list of top chip picks for the year, two familiar names made the cut: Nvidia NVDA and custom-chip rival Broadcom AVGO. Both can extend their dominance into 2026 and deliver further gains for investors, he noted.
