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Nvidia, Broadcom among BofA's top chip stocks for 2026 [Seeking Alpha]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
2026, amid the belief that the artificial intelligence spending boom still has a long runway. “We see 2026 as [the] mid-point of an Quick Insights Bank of America sees the AI semiconductor industry as being in the early to mid-stages of a multi-year growth phase, fueled by strong data center demand, tight supply, enterprise AI adoption, and continued innovation; they forecast significant industry revenue growth and continued infrastructure upgrades through 2026 and beyond. Bank of America recommends Nvidia, Broadcom, Lam Research, KLA Corp., Analog Devices, Cadence Design Systems for large-cap exposure, and Credo Technologies, MKS, Macom Technology Solutions, Teradyne, and Advanced Energy Industries for small and mid-cap exposure; they also favor AMD among AI-centric chips. Bank of America notes choppiness in leading AI stocks, advises selectivity in the analog chip space due to macro headwinds and competition, and recognizes quantum as a long-term emerging opportunity rathe
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