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Stockreport

These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says [Yahoo! Finance Canada]

Broadcom Inc. (AVGO)  More Company Research Source: Yahoo! Finance Canada
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
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 titled "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 historic $1 trillion annual sales milestone in 2026. Arya noted a strong belief in companies with "moats that are quantified by their margin structure." In addition to Nvidia and Broadcom, he highlighted four other large-cap semiconductor companies — Lam Research ( LRCX ), KLA ( KLAC ), Analog Devices ( ADI ), and Cadence Design Systems ( CDNS ) — as his top picks for 2026. "I often say that investing in semis is very simple," Arya told reporters on a Dec. 19 call. "You don't need any sell-side analyst to do that. Just take all your companies, sort them by gross margins, and buy the top five, a [Read more]
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Stockreport

These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says [Yahoo! Finance Canada]

Broadcom Inc.  (AVGO) 
More Company Research Source: Yahoo! Finance Canada
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
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 titled "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 historic $1 trillion annual sales milestone in 2026. Arya noted a strong belief in companies with "moats that are quantified by their margin structure." In addition to Nvidia and Broadcom, he highlighted four other large-cap semiconductor companies — Lam Research ( LRCX ), KLA ( KLAC ), Analog Devices ( ADI ), and Cadence Design Systems ( CDNS ) — as his top picks for 2026. "I often say that investing in semis is very simple," Arya told reporters on a Dec. 19 call. "You don't need any sell-side analyst to do that. Just take all your companies, sort them by gross margins, and buy the top five, a [Read more]
IMPACT SNAPSHOT
EVENT TIME:
AVGO
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS