Reported 4 months ago
Bank of America predicts that the semiconductor bull run will continue until mid-2026, benefiting from themes like cloud computing, automotive industry, and complexity. BofA's top picks include Nvidia, Broadcom, NXP Semiconductors, and KLA Corporation. The sector is expected to see double-digit sales growth in 2025, with chip stocks potentially peaking in 2H25, about a year from now. Investing themes highlighted are cloud computing, cars, and complexity, with specific companies identified for potential growth.
Source: YAHOO