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Bank of America Predicts Chipmaker Boom Amid AI Surge

12/30/2025

Summary

Story summary

Bank of America forecasts a strong 2026 for chipmakers amid AI market volatility.
The firm cites data center buildouts and rising manufacturing spending as drivers.
Bank of America identifies six top chip stocks, including NVIDIA Corporation and Broadcom Inc., to benefit from AI capex of $1.2 trillion by 2030.
Despite trade and downturn risks, the firm remains bullish, highlighting KLA Corporation's margins and Cadence Design Systems, Inc. as top EDA picks.

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Story summary

Bank of America forecasts a strong 2026 for chipmakers amid AI market volatility.
The firm cites data center buildouts and rising manufacturing spending as drivers.
Bank of America identifies six top chip stocks, including NVIDIA Corporation and Broadcom Inc., to benefit from AI capex of $1.2 trillion by 2030.
Despite trade and downturn risks, the firm remains bullish, highlighting KLA Corporation's margins and Cadence Design Systems, Inc. as top EDA picks.