These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America ******* yst Vivek Arya contends.
While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only at the "midpoint" of a decade-long transformation, and it's being led by Nvidia (NVDA) and Broadcom (AVGO).
In a report ******* led "2026 Year Ahead: choppy, still cheerful," Arya forecast a 30% year-over-year surge in global semiconductor sales that will finally push the sector past a histor
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America ******* yst Vivek Arya contends.
While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only at the "midpoint" of a decade-long transformation, and it's being led by Nvidia (NVDA) and Broadcom (AVGO).
In a report ******* led "2026 Year Ahead: choppy, still cheerful," Arya forecast a 30% year-over-year surge in global semiconductor sales that will finally push the sector past a histor
2 months ago
