Broadcom reported sales of $14 billion in the quarter (which ended Nov. 3), an increase of 51% from the year-ago quarter and ...

Cerence announced an increased collaboration with Nvidia.

As substantial as TransMedics' stock sell-off has been, its underlying business is by no means 63% worse. And remember, this adverse reaction primarily results from 90 to 180 days' worth of data.

Defiance Quantum ETF returned 60.4% over the last year through Jan. 3 -- just over double the S&P 500 Index's 28.1% return.

One of the biggest themes that helped drive the market last year was artificial intelligence (AI). The technology, which in the past was relegated to science fiction, has suddenly become mainstream.