Highlights

  • Nvidia is gearing up to resume certain chip sales to China in early 2026.
  • Netflix expects advertising revenue to more than double in 2025.
  • Meta Platforms continues heavy AI investment as engagement and ad revenue rise.
  • Nasdaq-100 stocks have historically posted notable January performance.

As the calendar turns to 2026, markets are entering a period that has historically seen increased investor activity. January often attracts fresh equity inflows from retirement contributions, bonuses, and portfolio rebalancing, making it a closely watched month for large-cap stocks.

Data from Citadel shows that Nasdaq-100 stocks have risen in January about 70% of the time since 1985, with an average gain of 2.5%. By comparison, the broader S&P 500 has posted January gains roughly 62% of the time. Against this backdrop, technology stocks tied to artificial intelligence and digital platforms remain closely monitored by market participants.

Here are three Nasdaq-100 technology stocks to watch in January.

Nvidia

Nvidia (NASDAQ:NVDA) remains a central player in the global artificial intelligence ecosystem. The company’s graphics processing units are widely used for training and deploying advanced AI models, particularly in large-scale data center environments.

Nvidia estimates that global spending on AI infrastructure currently totals about USD 600 billion annually, with projections reaching up to USD 4 trillion by 2030. Over the past 12 months, Nvidia generated more than USD 187 billion in revenue, with data center sales accounting for the majority. In its most recent quarter, revenue reached USD 57 billion, including USD 51.2 billion from data centers.

The company’s Hopper and Blackwell chips have seen strong demand, while its next-generation Rubin chip is expected to become available this year. Nvidia is also expected to resume certain sales to China, having received U.S. government clearance to sell its H200 chip, with regulatory approval from Beijing anticipated, according to Bloomberg. China previously contributed 13% of Nvidia’s profits in 2024, before restrictions limited sales in 2025.

NVDA closed at USD 184.86 on January 09, 2026.

Netflix

Netflix (NASDAQ:NFLX) continues to hold a leading position in global streaming, serving more than 300 million subscribers across over 190 countries. Although the company no longer reports detailed subscriber figures, revenue growth has remained consistent.

Between Q3 2024 and Q3 2025, Netflix’s quarterly revenue increased from USD 9.83 billion to USD 11.51 billion, with year-over-year growth ranging from 12.5% to 17.2%. Earnings per share also remained positive across this period.

Netflix has implemented several initiatives to support revenue expansion, including changes to password-sharing policies, the rollout of tiered subscription plans, and the introduction of live sports content. The company also launched its proprietary advertising platform, Netflix Ads Suite, and has stated that it expects advertising revenue to more than double in 2025.

NVDA closed at USD 89.44 on January 09, 2026.

Meta Platforms

Meta Platforms (NASDAQ:META) delivered good operational performance in 2025, even as its share price faced pressure during the second half of the year. Investor focus has centered on the company’s elevated capital expenditure tied to artificial intelligence, with spending projected at USD 70 billion to USD 72 billion in 2025 and expected to rise further in 2026.

The company’s AI investments support its Meta AI assistant and the Llama large language model, which are integrated across platforms such as Facebook, Instagram, and WhatsApp. These tools are designed to enhance user engagement and ad targeting across Meta’s ecosystem.

Meta reported 3.4 billion daily active users and posted a 26% year-over-year revenue increase in the third quarter, reaching USD 51.24 billion. Growth was driven by a 14% rise in ad impressions and a 10% increase in average ad pricing.

META closed at USD 653.06 on January 09, 2026.